I would like to pay attention to the following 3 points in the 7-day advance transaction.

■Improving sentiment due to the trend of higher US high-tech stocks

■Marubeni, 24/3 operating profit down 18.9% to 276.3 billion yen, 25/3 forecast net profit of 480 billion yen

■Notable materials from the front: Shibaura Machine, development and verification of machine tools etc. in a virtual space, new base in Kanagawa

■Improving sentiment due to the trend of higher US high-tech stocks

The Japanese stock market on the 7th will start ahead of buying in response to the trend of high US stocks. In the US market on the 6th, the NY Dow rose 176 dollars and the NASDAQ rose 192 points. Interest rate cuts for the end of the year increased in response to the results of the US employment statistics for April announced last week. In addition to the decline in long-term US interest rates, semiconductor stocks such as NVIDIA, Micro Technology, and Advanced Micro Devices were bought, which led to an improvement in sentiment. Chicago Nikkei 225 futures are 38880 yen, 690 yen higher than Osaka. The yen exchange rate is hovering at 153 yen 90 yen per dollar.

It seems that it will start before buying, in the form of falling in favor of Chicago futures. Nikkei 225 futures continued to have a strong trend in holiday trading, and they were temporarily bought up to 38910 yen in the night session, surpassing the 25th line (38790 yen), which was perceived as a resistance line. After a round of buying, there is a possibility that strong and weak will clash on the same line. Therefore, I would like to first determine how solid it is after a round of buying, and it seems that they will move towards a stance aimed at push.

Also, expectations for interest rate cuts within the year are growing in the US, and the rise was led by high-tech stocks. From this trend, it is easy to be aware of the inflow of funds into high-tech stocks with large exponential impacts, and movements that will boost the Nikkei Average are expected. However, there are aspects where it is easy to refrain from aggressive trading due to the fact that they are preparing to settle accounts for TOELEC ＜8035＞ this weekend. Since financial results announcements will peak now and next week, it seems that purchases aimed at rebounds will also be limited.

Nonetheless, since it is thought that sales gimmicks are currently being built up in high-tech stocks, it seems that they will aim to capture short-term price ranges with the aim of buying back sales methods. The announcement of employment statistics has passed in the United States, and since no important economic indicators have been announced this week, it seems that both Japan and the US will move towards individual responses using financial results announcements as clues. It would be easier for stocks that have passed financial results to be reviewed.

Note, when financial results were announced after the end of the transaction on the 2nd, trends such as Kokoro Net ＜6060＞, Ceres ＜3696＞, Yoshikon ＜5280＞, Alinco ＜5933＞, Ebara Foods Industry ＜2819＞, BB Tower ＜3776＞, JAL ＜9201＞, and HouseCom ＜3275＞ are attracting attention.

■Marubeni, 24/3 operating profit down 18.9% to 276.3 billion yen, 25/3 forecast net profit of 480 billion yen

The financial results for the fiscal year ending 2024/3 announced by Marubeni ＜8002＞ were earnings of 7.250,515 billion yen, down 21.1% from the previous fiscal year, and operating profit of 276.321 billion yen, down 18.9% from the same period. By operating segment, sales declined mainly due to the sale of the Gavilon grain business in second food. Net profit for the fiscal year ending 2025/3 is expected to increase 1.8% from the previous fiscal year to 480 billion yen.

■Notable materials from the front

・The NY Dow rose (38852.27, +176.59)

・The Nasdaq Composite Index rose (16349.25, +192.92)

・Chicago Nikkei futures rose (38880, +690 compared to Osaka)

・The SOX index rose (4820.45, +104.26)

・The VIX Index remains unchanged (13.49, 0.00)

・US crude oil futures rose (78.48, +0.37)

・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

・Shibaura Machine ＜6104＞Development/verification of machine tools etc. in a virtual space, and a new base in Kanagawa

・FANUC ＜6954＞ explosion-proof collaborative coating robot, compatible with international standards

・Toyobo ＜3101＞Toyobo Sen develops soft, easy three-dimensional molding, carbon fiber composite yarn

・Tsubakimoto Chain ＜6371＞ uses an electric chain to open and close the track and achieve arched expansion and contraction

・Riken Keiki ＜7734＞portable gas detector has been updated, and the presence or absence of leaks is managed in real time

・Nissan adopts next-generation connect service for its own ＜7201＞ “Qashqai”

・Kyushu Electric Power Co., Ltd. ＜9508＞ e-sports workshop for local governments, experience the appeal of exchange

・Asahi Kasei ＜3407＞Matsuyama Hiroyoshi, Managing Executive Officer “Results in Canada”

☆ Front office event schedule

＜Domestic＞

・Nothing in particular

＜Overseas＞

・Nothing in particular