“Chicago Nikkei Average Futures (CME)” (19th)

JUN24

O 37775 (in dollars)

H 37815

L 36745

C 37135 large exchange ratio +35 (evening ratio +35)

Vol 16246

JUN24

O 37750 (in yen)

H 37790

L 36715

C 37100 large margin +0 (evening ratio +0)

Vol 45485

“American Depositary Receipts Overview (ADR)” (19th)

In the ADR market, Mitsui Trust ＜8309＞, Dainichito ＜7912＞, Nomura HD ＜8604＞, Sumitomo Corporation ＜8053＞, Hishijisho ＜8802＞, Tokio Marine HD ＜8766＞, Sekisui House ＜1928＞, etc. rose in comparison with the Tokyo Stock Exchange (154.64 yen equivalent to 1 dollar), and the general buying advantage.

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

7203 (TM) TOYOTA 228.72 -3.12 3537 15

8306 (MUFG) Mitsubishi UFJ 9.81 0.03 1517 17

6758 (SONY) Sony G 81.30 -0.58 12572 42

9432 (NTTYY) NTT 27.24 0.01 168 0.1

9983 (FRCOY) Fast Retay 26.21 0.00 40531 11

8316 (SMFG) Sumitomo Mitsui 11.17 0.03 8637 101

6954 (FANUY) FANUC 13.74 -0.19 4250 -15

9984 (SFTBY) SoftBank G 23.93 -1.17 7401 -247

8031 (MITSY) Mitsui Mono 928.62 7.62 7180 55

8001 (ITOCY) Itochu 84.80 -0.29 6557 53

7974 (NTDOY) Nintendo 11.98 -0.14 7410 -45

7267 (HMC) Honda 34.14 -0.31 1760 13

8766 (TKOMY) Tokio Marine HD 30.37 0.12 4696 58

6902 (DNZOY) Denso 18.44 -0.03 2852 32.5

8411 (MFG) Mizuho FG 3.85 0.01 2977 35

7741 (HOCPY) HOYA 111.56 -2.12 17252 -68

6503 (MIELY) Mitsubishi Electric 32.02 -0.03 2476 18

6702 (FJTSY) Fujitsu 15.85 -0.12 2451 3

5108 (BRDCY) Bridgestone 21.73 0.13 6721 29

8053 (SSUMY) Sumitomo Corporation 24.41 0.24 3775 54

6723 (RNECY) Renesas 7.54 -0.54 2332 -64.5

8002 (MARUY) Marubeni 169.18 -0.72 2616 18.5

6301 (KMTUY) Komatsu 28.34 -0.10 4382 29

4901 (FUJIY) FUJIFILM 10.76 0.05 3328 -2

8591 (IX) oryx 101.44 -0.31 3137 26

8802 (MITEY) Ryojisho 18.32 0.10 2833 35

8267 (AONNY) ion 20.95 -0.10 3240 9

2802 (AJINY) Ajinomoto 34.83 -0.51 5386 14

1925 (DWAHY) Yamato House 27.39 -0.17 4236 16

8604 (NMR) Nomura HD 5.77 -0.10 892 15.6

6762 (TTDKY) TDK 45.77 -1.12 7078 0

9735 (SOMLY) SECOM 17.34 0.10 10726 26

7270 (FUJHY) SUBARU 10.75 -0.34 3325 25

8309 (SUTNY) Mitsui Trust 4.21 0.04 3255 82

1928 (SKHSY) SEKISUI HOUSE 21.92 0.23 3390 40

7201 (NSANY) Nissan 7.05 -0.34 545 -16.4

2503 (KNBWY) giraffe 14.37 0.13 2222 6.5

6988 (NDEKY) Nittoden 44.48 -0.71 13756 1

5802 (SMTOY) Sumitomo Electric 15.43 0.21 2386 1.5

4911 (SSDOY) Shiseido 26.30 -0.40 4067 10

3407 (AHKSY) Asahi Kasei 14.21 -0.03 1099 4

7202 (ISUZY) ISUZU 12.41 -0.12 1919 -11.5

1812 (KAJMY) Kashima 18.03 -0.83 2789 -45.5

9202 (ALNPY) ANA 3.85 -0.27 2977 19

5201 (ASGLY) AGC 7.32 0.18 5659 -9

7912 (DNPLY) Dainichi Seal 14.55 -0.03 4500 86

6361 (EBCOY) Ebara 41.44 -1.70 12817 37

3402 (TRYIY) Toray 9.32 0.10 721 6.3

6586 (MKTAY) Makita 26.94 -0.20 4165 22

4704 (TMIC) trend 50.30 -0.68 7778 64

(Top 50 by market capitalization, converted to 154.64 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (19th)

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

5631 (JPSWY) Nippon Steel 12.59 3894 164 4.40

8309 (SUTNY) Mitsui Trust 4.21 3255 82 2.58

7912 (DNPLY) Dainichi Seal 14.55 4500 86 1.95

8604 (NMR) Nomura HD 5.77 892 15.6 1.78

8053 (SSUMY) Sumitomo Corporation 24.41 3775 54 1.45

“Top 5 ADR Decline Rate Stocks” (19th)

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

1801 (TISCY) Dacheng Construction 8.07 4992 -235 -4.50

6753 (SHCAY) sharp 1.22 755 -33.7 -4.27

9984 (SFTBY) SoftBank G 23.93 7401 -247 -3.23

7201 (NSANY) Nissan 7.05 545 -16.4 -2.92

6723 (RNECY) Renesas 7.54 2332 -64.5 -2.69

“US Stock Market Overview” (19th)

NYDOW

Closing price: 37986.40 compared to the previous day: 211.02

Opening Price: 37801.98 High Price: 38102.57 Low Price: 37781.61

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: 15282.01 compared to the previous day: -319.49

Opening Price: 15547.10 High Price: 15576.70 Low Price: 15222.78

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: 4967.23 compared to the previous day: -43.89

Opening Price: 5005.44 High Price: 5019.02 Low Price: 4953.56

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 4.711% US 10-year government bonds 4.621%

The US stock market is mixed. The Dow average rose by 211.02 dollars to 37,986.40 dollars, and the NASDAQ closed at 15,282.01, which fell 319.49 points.

Sales that were wary of the further tense situation in the Middle East, such as Iran arguing that Israel's retaliation attack against Iran was limited on a limited scale, retreated, and then rose after being close. In addition to continuing buybacks due to a sense of security, Dow remained steady throughout the day with purchases in response to expectations for major corporate financial results. Meanwhile, purchases, which were expected to cut interest rates due to high technology, retreated, and the NASDAQ fell drastically due to the decline in Netflix (NFLX) stocks for video distribution. It ended in a mixed situation. By sector, while insurance and banking rose, semiconductors and manufacturing equipment declined.

The media Paramount Global (PARA) rose after receiving reports that the Japanese electronic product manufacturer Sony Group is in negotiations with the investment company Apollo Global on a joint acquisition proposal with the company. Earnings per share of the regional bank Fifth Third Bancorp (FITB) exceeded expectations after adjustments in the first quarter financial results, and the strong outlook was well received and bought. Also, the credit card company American Express (AXP)'s profit per share exceeded expectations in quarterly financial results, and rose.

Netflix (NFLX), the video distribution company, had first-quarter financial results, and although sales and profits exceeded expectations, the sluggish outlook was disgusted, and plans to stop announcing the number of paid members per quarter and sales per member from next year led to a sense of disappointment, and it was sold. Since the server solution company Super Micro Computer (SMCI) did not announce provisional financial results for the 3rd quarter, they were wary of the results and fell. Virgin Galactech (SPCE), which does the space travel business, fell due to a stock merger plan being warned.

President Goolsby of the Chicago Federal Reserve pointed out the stalled progress of inflation in his speech manuscript, and expressed the idea that a further period of time is necessary before interest rates are cut.

(Horiko Capital Management LLC)