I would like to pay attention to the following 3 points in the early trading on the 15th.

■Pay attention to trends in high-tech stocks

■Sony G, 24/3 operating profit down 7.2% to 1,208.8 billion yen, 25/3 forecast 5.5% increase to 1.275 trillion yen

■Notable materials from the front floor: Sumitomo Shigeru, Ion Techno, under its umbrella, to launch ion implanters next year, for SiC power semiconductors

■Pay attention to trends in high-tech stocks

The Japanese stock market on the 15th is likely to have a buy-dominant market. In the US market on the 14th, the NY Dow rose 126 dollars and the NASDAQ was 122 points higher. In response to the April wholesale price index (PPI), which exceeded expectations, there was also a scene where growth was sluggish due to the recession in interest rate cut observations, but at the event, Chairman Powell of the US Federal Reserve (Fed) showed an attitude of leaving it unchanged at high interest rates without much improvement in inflation, but since he re-stated that he did not anticipate the possibility of interest rate increases, US long-term interest rates declined, and mainly high-tech stocks were bought. Chicago Nikkei 225 futures are 38590 yen, 280 yen higher than Osaka. The yen exchange rate is moving in the range of 156 yen to 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 38180 yen in the night session and then bought back, and after going through battles and defenses around the 25th and 75th lines, it looked like they could go up both lines until the end of the game. Since it was bought mainly by high-tech stocks in the US, the NASDAQ index has hit a new high, and values with a large index impact are likely to be support material for high-tech stocks.

It successfully passed the US PPI. Since the US Consumer Price Index (CPI) for April is about to be announced on the 15th, it is likely that aggressive trading will continue to be refrained. Although it cannot be said that there is no possibility that the ladder will be removed, sellers would like to return their positions to neutral. Nikkei 225 futures will break through the resistance line, and people will be aware of the milestone of around 39,000 yen. Developments leading by futures and strengthening short covers are also conceivable, so even if this feeling is strengthened after one round of buying, it seems that the stance is aimed at push.

Trends in high-tech stocks such as East Elec ＜8035＞ and Advantest ＜6857＞ are likely to attract attention in response to the rise in US high-tech stocks. Other than that, it is thought that it will be individual support using financial results as clues, and when financial results were announced last night, trends such as Sony G ＜6758＞, Rakuten Group ＜4755＞, Iida GHD ＜3291＞, Mitsukoshi Isetan ＜3099＞, Lux ＜3923＞, PD ＜4587＞, McDonald's ＜2702＞, Marui G ＜8252＞, Kaneka ＜4118＞, Ebara ＜6361＞, and Sapporo HD ＜2501＞ are attracting attention.

■Sony G, 24/3 operating profit down 7.2% to 1,208.8 billion yen, 25/3 forecast 5.5% increase to 1.275 trillion yen

The financial results for the fiscal year ending 2024/3 announced by Sony G ＜6758＞ were sales revenue of 13.20.768 billion yen, up 18.6% from the previous fiscal year, and operating profit of 1,208.8 billion yen, down 7.2% from the same period. As for the financial results for the fiscal year ending 2025/3, we plan that sales revenue will decrease 5.5% from the previous fiscal year to 12.31 trillion yen, and operating profit will increase 5.5% to 1.275 billion yen. It was announced that 1 share will be split into 5 shares using 9/30 as the reference date. In addition, it announced 30 million shares, which is 2.46% of the number of issued shares (excluding treasury shares), and share buybacks with an upper limit of 250 billion yen.

■Notable materials from the front

・The Nikkei Average rose (38356.06, +176.60)

・The NY Dow rose (39558.11, +126.60)

・The Nasdaq Composite Index rose (16511.18, +122.94)

・1 dollar = 156.40-50 yen

・Chicago Nikkei futures rose (38590, +280 compared to Osaka)

・The SOX index rose (4903.93, +80.85)

・The VIX Index declined (13.42, -0.18)

・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

・Ion Techno, which is under the umbrella of Sumitomo Shigeru ＜6302＞, will launch ion implanters next year for SiC power semiconductors

・Sharp's ＜6753＞ device business was drastically reduced, Sakai Plant was shut down, and personnel were reduced

・Harada Industries ＜6904＞ proposes a “film antenna type terminal” for car sharing, LPWA compatible

・Casio ＜6952＞personnel reduction on the scale of 500 people

・Sony G (6758) becomes co-CEO of the new game business system

・Mizuho Lease ＜8425＞ Marubeni made an additional investment of 50 billion yen and became a company applying the equity method

・Sumitomo Electric ＜5802＞ receives a transmission cable order in the UK and connects a high voltage current of 330 km

・Isuzu commercializes “Level 4” autonomous driving ＜7202＞ and invests 4.7 billion yen in US Gatic

・Yokohama Rubber ＜5101＞ Expands sales of 18-inch or larger motor sports tires and expands Mishima Plant

・Fuji Dice ＜6167＞ new mid-term plan, reopening of an Indian corporation, overseas sales 30% in fiscal year 26

・Kurimoto Iron Works ＜5602＞New mid-term plan, equipment and growth investment of 18 billion yen over 3 years

・Shimadzu Corporation ＜7701＞ acquires analyzer maintenance and local specialty business in North America

・Enshu (6218) was also commissioned in June for a “new aluminum welding method” and processed at high speed and high accuracy

・ShinMaywa Industries ＜7224＞ received an order for 64 boarding bridges for Vietnam's new international airport

・Sharp ＜6753＞ LCD drastically reduced, management resources “selection and concentration”

・MinebeaMitsumi ＜6479＞Second plant in Cambodia produces turbo shaft parts, etc.

・JTOWER ＜4485＞ has exceeded 100 partner facilities by sharing indoor infrastructure with Rakuten Mobile

・JFE ＜5411＞Attack priority investment regions such as India with high value-added products in the next mid-term

・Fujimori Kogyo ＜7917＞ new mid-term budget, fiscal year 30 sales of 220 billion yen, cumulative investment of 110 billion yen

・Furuya Metals ＜7826＞ new plant, temperature sensor quartz for semiconductor devices, doubles production capacity

・Asahi Kasei ＜3407＞New base in Yokohama to develop technology for semiconductors and electronic components

・Tosoh ＜4042＞ increased production of separation and refining agents by 70%

☆ Front office event schedule

＜Domestic＞

・Nothing in particular

＜Overseas＞

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