Starting with the depreciation of the Nikkei average of 17 yen, the “157 yen exchange intervention” left an image of the yen security attack and defense act 3, and Tennozan is the US CPI

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SoftBank Group's profit and loss to be drastically improved during the “AI revolution” implementation period
$SoftBank Group(9984.JP)$will announce consolidated financial results (international accounting standards) for the fiscal year ending 2024/3 on the 13th. Final profit and loss are expected to improve drastically from the previous fiscal year against the backdrop of global stock appreciation. SBG has a policy of implementing the “AI (artificial intelligence) revolution” advocated by Chairman and President Masayoshi Son in response to the stability of the financial base.

Remains of the “157 yen exchange intervention” in Act 3, Tennozan is the US CPI
As the depreciation of the yen progresses slowly to the latter half of the $1 = 155 yen range in the foreign exchange market, the battle between the market and the government enters the third act. Approaching the area around 157 yen, where it seems that there was a second exchange intervention, the “afterimage” of the intervention flickers in the minds of market participants, and it seems that the brakes will be put on once the yen depreciates. The battle and defense of Mount Tenno is the April US Consumer Price Index (CPI) to be announced on the 15th.

Listed companies with an estimated exchange rate of 1 dollar 144 yen, be wary of market fluctuations
Listed companies set the exchange rate, which is a prerequisite for earnings forecasts, to be higher than the actual market price. The average estimated rate of major companies for the fiscal year ending 2025/3 is 1 dollar = about 144 yen, which is about 10 yen higher than the actual situation. Since the exchange rate fluctuated due to large-scale yen purchases, etc., which are seen as exchange intervention by the government and the Bank of Japan, etc., the sense of caution about the future has intensified.

KDDI - buying momentum TOB shares for 3896 yen per share Toyota intends to sell
$KDDI(9433.JP)$It's a buying trend. The company announced on the 10th that it will set a share acquisition quota with an upper limit of 87 million shares and 300 billion yen, and that it will implement a public tender offer (TOB) for treasury stock.

Tokyo Electron - rebound for the first time in 4 days, operating profit is expected to increase by 28% this fiscal year, the previous fiscal year is going according to plan
$Tokyo Electron(8035.JP)$rebounded for the first time in 4 days. The company announced on the 10th that the consolidated operating profit forecast for the full fiscal year 25.3 will be 582 billion yen (up 27.6% from the previous fiscal year) and the annual dividend forecast will be 481 yen (393 yen for the previous fiscal year). The market consensus is 594 billion yen.