“Chicago Nikkei Average Futures (CME)” (7 days)

JUN24

O 38905 (in dollars)

H 38970

L 38570

C 38735 large exchange ratio -145 (evening ratio +35)

Vol 5474

JUN24

O 38880 (in yen)

H 38945

L 38545

C 38715 large exchange ratio -165 (evening ratio +15)

Vol 23142

“American Depositary Receipts Overview (ADR)” (7th)

In the ADR market, Nintendo ＜7974＞, SUBARU ＜770＞, Sumitomo Denso ＜6902＞, SECOM ＜9735＞, Fujitsu ＜6702＞, Fujitsu ＜6702＞, Nissan's (7201), etc. fell in comparison with the Tokyo Stock Exchange (154.60 yen equivalent to 1 dollar), etc., and generally had an advantage in sales.

Code stock name closing price compared to previous day Japanese yen conversion price Japanese closing price ratio

7203 (TM) TOYOTA 231.26 -4.34 3575 -24

8306 (MUFG) Mitsubishi UFJ 10.16 -0.05 1571 12

6758 (SONY) Sony G 81.65 -3.19 12623 -57

9432 (NTTYY) NTT 27.30 -0.40 169 -0.8

9983 (FRCOY) Fast Retay 27.11 -0.08 41912 -198

6954 (FANUY) FANUC 15.15 -0.23 4684 -19

9984 (SFTBY) SoftBank G 26.01 -0.16 8042 -36

8001 (ITOCY) Itochu 95.53 -0.57 7384 -21

8316 (SMFG) Sumitomo Mitsui 11.54 -0.07 8920 13

8031 (MITSY) Mitsui Mono 999.44 -11.56 7726 -19

7974 (NTDOY) Nintendo 12.40 -0.01 7668 -91

8766 (TKOMY) Tokio Marine HD 32.68 -0.41 5052 2

7267 (HMC) Honda 34.33 -0.63 1769 -4.5

6902 (DNZOY) Denso 17.12 -0.43 2647 -22

8411 (MFG) Mizuho FG 3.90 -0.07 3015 9

7741 (HOCPY) HOYA 118.26 -2.19 18283 -112

6503 (MIELY) Mitsubishi Electric 36.76 -0.54 2842 -14

8053 (SSUMY) Sumitomo Corporation 27.60 -0.70 4267 -8

6702 (FJTSY) Fujitsu 15.76 -0.54 2437 -18

5108 (BRDCY) Bridgestone 22.12 -0.34 6838 -31

8002 (MARUY) Marubeni 188.14 -5.34 2909 -5

6723 (RNECY) Renesas 8.36 -0.40 2586 -9

6301 (KMTUY) Komatsu 29.95 -0.16 4630 -2

4901 (FUJIY) FUJIFILM 11.21 0.12 3468 -20

8591 (IX) oryx 105.07 -0.28 3249 -9

8802 (MITEY) Ryojisho 18.94 0.09 2928 -19

2802 (AJINY) Ajinomoto 38.02 -0.26 5878 -3

8604 (NMR) Nomura HD 5.98 0.11 925 -2.8

1925 (DWAHY) Daiwa House 28.32 -0.60 4378 -15

8267 (AONNY) ion 20.96 -0.13 3240 -16

6762 (TTDKY) TDK 46.55 0.52 7197 -31

7270 (FUJHY) SUBARU 10.91 -0.24 3373 -37

9735 (SOMLY) SECOM 17.20 0.05 10636 -79

1928 (SKHSY) Sekisui House 23.93 -0.16 3700 16

8309 (SUTNY) Mitsui Trust 4.21 -0.07 3254 20

7201 (NSANY) Nissan since 7.45 -0.09 576 -4

2503 (KNBWY) giraffe 14.69 -0.24 2271 5

5802 (SMTOY) Sumitomo Electric 15.59 -0.08 2410 -24

6988 (NDEKY) Nittoden 41.28 -0.80 12764 -81

4911 (SSDOY) Shiseido 28.03 -0.22 4333 13

1812 (KAJMY) Kashima 19.45 -0.22 3008 23.5

3407 (AHKSY) Asahi Kasei 14.22 -0.11 1099 -6

9202 (ALNPY) ANA 4.03 0.13 3115 75

7202 (ISUZY) ISUZU 12.60 -0.09 1948 -11.5

6586 (MKTAY) Makita 29.31 -0.22 4531 -26

7912 (DNPLY) Dainichi Seal 14.65 -0.19 4530 -30

6645 (OMRNY) Omron 36.67 0.67 5669 -11

3402 (TRYIY) Toray 9.19 -0.15 710 -4.9

4704 (TMIC) trend 52.20 0.07 8070 24

7752 (RICOY) Ricoh 8.99 0.09 1390 10

(Top 50 by market capitalization, converted to 154.6 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (7th)

Code stock name closing price Japanese yen conversion price Japanese closing price ratio (%)

9202 (ALNPY) ANA 4.03 3115 75 2.47

6770 (APELY) Alps 19.62 1516 18.5 1.24

1812 (KAJMY) Kashima 19.45 3008 23.5 0.79

8306 (MUFG) Mitsubishi UFJ 10.16 1571 12 0.77

7752 (RICOY) Ricoh 8.99 1390 10 0.72

“Top 5 ADR depreciation rate stocks” (7th)

Code stock name closing price Japanese yen conversion price Japanese closing price ratio (%)

6753 (SHCAY) sharp 1.34 829 -31.4 -3.65

6448 (BRTHY) brother 35.67 2757 -72.5 -2.56

6460 (SGAMY) SEGA SAMMY HD 3.32 2053 -41 -1.96

8252 (MAURY) Marui 30.76 2378 -41.5 -1.72

6976 (TYOYY) photovoltaic 92.80 3587 -60 -1.65

“US Stock Market Overview” (7th)

NYDOW

Closing price: 38884.26 compared to the previous day: 31.99

Opening Price: 38858.94 High Price: 38977.61 Low Price: 38840.40

Year-to-date high: 39807.37 year-to-date low: 37266.67

Previous year high: 37710.10 Previous year low price: 31819.14

Nasdaq

Closing price: 16332.56 compared to the previous day: -16.69

Opening Price: 16358.34 High Price: 16397.39 Low Price: 16303.84

Year-to-date high: 16442.20 year-to-date low: 14510.30

Previous year high: 15099.18 Previous year low price: 10305.24

S&P 500

Closing price: 5187.70 compared to the previous day: 6.96

Opening Price: 5187.20 High Price: 5200.23 Low Price: 5178.96

Year-to-date high: 5254.35 year-to-date low: 4688.68

Previous year high: 4783.35 Previous year low price: 3808.10

US 30-year government bonds 4.597% US 10-year government bonds 4.457%

The US stock market is mixed. The Dow average closed at $38,884.26, up $31.99, and the Nasdaq closed down 16.70 points at 16,332.55.

Purchases in response to expectations of interest rate cuts continued, and after getting close, there was a slight increase. It remained steady due to a decline in long-term interest rates and expectations for corporate settlement, but since President Kashkari of the Minneapolis Fed mentioned the possibility that policy interest rates were not sufficiently suppressive in controlling inflation and showed an attitude of not ruling out interest rate hikes, concerns about interest rate hikes were rekindled, and stalled towards the end of the game. High-tech turned to a decline and ended on a mixed basis. By sector, while retail sales of food and daily necessities rose, automobiles and auto parts declined.

The mobile terminal Apple (AAPL) rose due to purchases that were well received by the announcement of the new model at the iPad event and raised investment decisions by analysts. Peloton Interactive (PTON), which develops an at-home fitness business, has risen in response to reports that multiple investment companies are considering acquiring our company. Entertainment company Walt Disney (DIS) was sold out of a sense of disappointment, in addition to the number of subscribers for the video distribution service and Disney Plus falling below expectations in quarterly financial results, and the outlook also mentioned a slowdown in demand.

Semiconductor manufacturer NVDA (NVDA) received Wall Street Journal reports that Apple (AAPL) is developing its own chips to execute artificial intelligence (AI) software at data centers, and intensification of competition was feared, and it declined. The software development company Palantia Technologies (PLTR) has quarterly financial results, and although the full-year sales forecast was revised upward, it did not meet market expectations and declined.

Win Resorts (WYNN), which operates casino resorts, and ride-hailing service Lift (LYFT) announced financial results after the transaction ended. Earnings of 1 share each exceeded expectations, and they were bought in overtime trading.

(Horiko Capital Management LLC)