I would like to pay attention to the following 3 points in the 10-day advance transaction.

■An impetuous stance while determining solidity after a round of buying

■SoftBank's 24/3 operating profit down 17.4% to 876 billion yen, 25/3 forecast 2.7% increase to 900 billion yen

■Notable materials from the front: Kanematsu creates emission rights in Vietnam, reduces methane in rice paddies

■An impetuous stance while determining solidity after a round of buying

The Japanese stock market on the 10th is likely to have a buy-dominant market. In the US market on the 9th, the NY Dow rose by 331 dollars and the NASDAQ was 43 points higher. Expectations for interest rate cuts by the US Federal Reserve (Fed) strengthened in response to an increase that exceeded expectations in the number of weekly unemployment insurance claims. High-tech also remained steady due to a decline in long-term US interest rates. Chicago Nikkei 225 futures are 38435 yen, which is 395 yen higher than Osaka. The yen exchange rate has been hovering at 155 yen 40 yen per dollar.

It seems that it will start before buying, in the form of falling in favor of Chicago futures. Nikkei 225 futures were temporarily sold up to 37980 yen during the night session, a rebound from the 38,000 yen break at the milestone. It has surpassed the 75-day line, which had been interrupted due to a drastic decline the day before, and it seems that it will make us aware of the 38560 yen area where the 25th line is located. Index purchases will begin in the morning, so the Nikkei Stock Average will also make us aware of the 25th line since recovering from the 75-day line. Business related to SQ also seems to be a factor boosting the index.

However, as financial results announcements reach their peak, it is easy to refrain from aggressive trading, and it is easy to stay in business involving futures driven indices. There is also a possibility that this feeling will gradually intensify after a shopping trip due to weekend factors. Also, since there is a possibility that the SQ value will be determined to be high, it seems likely that there will be developments where the SQ value is perceived as a resistance line after getting close. First, let's determine how solid it is after a round of buying, and then take an aggressive stance.

Also, one corner of semiconductor stocks was weak in the US. Since the decline of Arm Holdings has been factored in at the stage the day before, it would be easy for a repurchase to enter SoftBank G ＜9984＞, but if it seems that the soft trend of Toelec ＜8035＞, which will be announced today, it seems likely that it will be a burden on the Nikkei Stock Average. As for shopping, other than trading involving indices, it is individual support using settlement as a clue.

Note, when financial results were announced last night, it seems that trends around SoftBank ＜9434＞, Nissan ＜7201＞, Fujifilm ＜4901＞, Kirin HD ＜2503＞, Kao ＜4452＞, Daikin Industries ＜6367＞, Sumitomo Fuji ＜8830＞, Nikon ＜7731＞, Cosmoene HD ＜5021＞, and Kobe Steel ＜5406＞ are attracting attention.

■SoftBank's 24/3 operating profit down 17.4% to 876 billion yen, 25/3 forecast 2.7% increase to 900 billion yen

The financial results for the fiscal year ending 2024/3 announced by SoftBank ＜9434＞ were sales of 6.84 billion yen, up 2.9% from the previous fiscal year, and operating profit of 876 billion 68 billion yen, down 17.4% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales will increase 1.9% from the previous fiscal year to 6.2 trillion yen, and operating profit will increase 2.7% to 900 billion yen. Consumer businesses, etc., including the main mobile, are expected to grow. Sales of terminals will increase, and profit will increase as sales fees decrease.

■Notable materials from the front

・The NY Dow rose (39387.76, +331.37)

・The Nasdaq Composite Index rose (16346.27, +43.51)

・Chicago Nikkei futures rose (38435, +395 compared to Osaka)

・The VIX Index declined (12.69, -0.31)

・US crude oil futures rose (79.26, +0.27)

・Long-term US interest rates have declined

・Expectations that US inflation will calm down

・Request for improvement of corporate value by the Tokyo Stock Exchange

・Kanematsu ＜8020＞ Vietnam creates emission rights and reduces methane in rice paddies

・Torishima Seisakusho ＜6363＞New base in Egypt, pump maintenance for infrastructure

・Brother Industries ＜6448＞ Roland DG acquisition was abandoned, and the purchase price was not raised

・Mitsubishi's own ＜7211＞ US court orders compensation from Mitsubishi's own subsidiary, 157 billion yen due to traffic accidents

・Daiwa House ＜1925＞ supports in-house entrepreneurship, with a budget of 30 billion yen

・ITOCHU ＜8001＞ Establishing a supply network for low-carbon reduced iron, cooperating with Brazilian companies, etc.

・Mitsui & Co. ＜8031＞ solar power generation in Texas, investing 30 billion yen in commercial operation for 26 years

・Fujitsu ＜6702＞ develops AI technology that can be explained with results by cancer type

・Hitachi Construction Equipment ＜6305＞ virtual construction progress management, infrastructure development with aptopods, etc.

・Kikuchi Seisakusho ＜3444＞ Group's Innophis will launch Western robot suits this summer

・MonoTaro ＜3064＞ Expanded the “arrangement” target nationwide, and individual customers can also use it

・Daihen ＜6622＞'s new mid-term fiscal year sales for products that solve social issues reached 70 billion yen in fiscal year 26

・Alps Alpine ＜6770＞ management structure reform, reduction of 3000 people, mainly overseas

・Oji HD ＜3861＞ begins development of environmentally friendly packaging materials for walki, food, and daily necessities

☆ Front office event schedule

＜Domestic＞

・ 08:30 March household expenditure (year-on-year forecast: -2.3%, February: -0.5%)

・ 08:50 March current account balance (forecast: +3,454.6 billion yen, February: +2 trillion 644.2 billion yen)

＜Overseas＞

・Nothing in particular