Tokyo Market Summary: Nikkei Average temporarily falls 10% from the highest value, and the total collapse of semiconductors falling below the adjusted market level

Top news
The Nikkei average depreciates by 1,300 yen per hour, according to reports that Israel is attacking Iran
The Asian stock market declined on the 19th in response to US ABC News reporting that Israel had launched a missile at Iran. Meanwhile, yen and Swiss franc, which are regarded as safe currencies, are rising. The Nikkei Average fell by more than 3% at one point and fell below 37,000 yen for the first time in about two and a half months since 2/9 during trading hours. The dollar fell to 153 yen 78 yen at one point.
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The Nikkei Average temporarily fell 10% from the highest value, breaking below the adjusted market level
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The rise in crude oil is a weakness that accelerates the depreciation of the yen, and a spiral of trade deficits and the decline in US interest rates
The heightened risk of rising crude oil due to the tense situation in the Middle East is another weak point where the decline could accelerate for the Japanese currency, which relies on imports for most of its energy supply. North Sea Brent crude oil futures, which are indicators of international crude oil prices, have already risen 20% or more from the low price set in December last year, and concerns about the intensification of confrontation between Israel and Iran have arisen that crude oil prices will be further boosted. According to estimates by Yujiro Goto, chief exchange strategist at Nomura Securities, a 10% rise in crude oil prices will cause the yen to depreciate by 3-4 yen per year.
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“Rapid” flight from risk is expected to continue - Barclays Bunker
Steven Dainton, senior banker in Barclays's investment banking division, pointed out that investors are rapidly moving away from risk assets due to concerns about the intensification of the Middle East conflict. The investment bank management manager answered an interview with Bloomberg Television in Singapore and said, “Geopolitical risks in the Middle East, which have increased over the past 4 or 5 months, have come to the forefront. This flight to quality will continue,” he said.

A major verification of not only AI and semiconductors, but also rapidly rising stocks in 24
The recent rise in the Nikkei Stock Average was driven only by semiconductor stocks and some large stocks, and it is often said that the range of shopping has not expanded. However, even during this time, there were a wide range of stocks that doubled or tripled their stock prices, and there were many small to medium stocks among them. First, let's take a look at all the recent big haunted stocks and look back at what happened.
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Prices are once again being pressured to push costs, and imported products are on a trend of rising prices
There are signs that upward pressure on prices will be prolonged due to the worsening situation in the Middle East and the depreciation of the yen. According to the Ministry of Internal Affairs and Communications's March consumer price index (CPI, 2020 = 100), while service prices were in the first half of the 2% range, it became clear that the price of goods rose 3.3% and remained high. Concerns about rising energy prices have intensified due to the end of subsidies for electricity bills and the intensification of confrontation between Iran and Israel, etc., and there is a possibility that cost-push inflation will reignite.

Notable stocks
Sakura Net temporarily discloses comments in national AI supercomputer ancillary reports ◇
$SAKURA Internet(3778.JP)$It was bought for 6190 yen, which is 1000 yen higher than the previous business day, which is a temporary stop high level. The morning edition of the Nihon Keizai Shimbun dated 19th reported that “the Ministry of Economy, Trade and Industry will embark on domestic development of supercomputers used when developing AI.” It is said that a total of 72.5 billion yen will be subsidized for the maintenance of AI supercomputers from 5 companies such as Sakura Net. In response to this, Sakura Net announced a comment stating that “as reported, we are applying for a maximum subsidy amount of about 50 billion yen” before the start of transactions on the 19th. As a company that was offered a job offer to be subsidized in the press, in addition to Sakura Net, among listed companies, $KDDI(9433.JP)$with $GMO Internet group(9449.JP)$The names of are listed.

Tokyo Electron - sharp depreciation Nikkei average temporarily depreciated by 1000 yen and pushed down 270 yen with 1 stock
$Tokyo Electron(8035.JP)$is drastically cheaper. While semiconductor stocks are being sold across the board, the Nikkei Stock Average has been pushed down by about 270 yen with the company's 1 stock. In terms of exponential negative contributions, $Advantest(6857.JP)$、 $SoftBank Group(9984.JP)$、 $Shin-Etsu Chemical(4063.JP)$、 $Lasertec(6920.JP)$etc. were at the top, and there was also a scene where the Nikkei Average was 1000 yen lower than the previous day.

Petroleum-related stocks such as INPEX have gone retrograde, and it is reported that Israel is attacking Iran
$Inpex(1605.JP)$、 $Japan Petroleum Exploration(1662.JP)$It is a retrograde high amid the overall decline in the market. $ENEOS Holdings(5020.JP)$Ya $Idemitsu Kosan(5019.JP)$、 $Cosmo Energy Holdings(5021.JP)$It's also expensive. It is reported that Israel carried out a missile attack on Iran. There also seem to be reports of explosions in Syria, Iraq, etc. Currently, US WTI futures prices have risen drastically due to overtime trading, and purchases of petroleum-related stocks are being carried out in response to this.

Distributor: MINKABU, Bloomberg, Nihon Keizai Shimbun, Traders Web