“Chicago Nikkei Average Futures (CME)” (22nd)

JUN24

O 37250 (in dollars)

H 37880

L 37095

C 37755 large margin +325 (evening ratio +15)

Vol 9220

JUN24

O 37175 (in yen)

H 37855

L 37065

C 37725 large margin +295 (evening ratio -15)

Vol 30037

“American Depositary Receipts Overview (ADR)” (22nd)

In the ADR market, trends ＜4704＞, Fast Retay ＜9983＞, SoftBank G＜9984＞, Nomura HD ＜8604＞, Toyota ＜7203＞, Mitsui Trust ＜8309＞, Mitsui Trust ＜8309＞, Mitsui Mono (8031), etc. rose in comparison with the Tokyo Stock Exchange (154.83 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 230.30 1.58 3566 49

8306 (MUFG) Mitsubishi UFJ 10.04 0.23 1554 8

6758 (SONY) Sony G 81.56 0.26 12628 98

9432 (NTTYY) NTT 27.81 0.57 172 0

9983 (FRCOY) Fast Retay 27.24 1.03 42176 726

8316 (SMFG) Sumitomo Mitsui 11.31 0.14 8756 57

9984 (SFTBY) SoftBank G 24.67 0.74 7639 128

6954 (FANUY) FANUC 14.37 0.63 4450 24

8031 (MITSY) Mitsui Mono 949.77 21.15 7353 80

8001 (ITOCY) ITOCHU 85.50 0.70 6619 42

7974 (NTDOY) Nintendo 12.13 0.15 7512 -13

8766 (TKOMY) Tokio Marine HD 30.81 0.44 4770 30

7267 (HMC) Honda 34.55 0.41 1783 9.5

6902 (DNZOY) Denso 18.28 -0.16 2830 -20

8411 (MFG) Mizuho FG 3.92 0.07 3035 16

7741 (HOCPY) HOYA 114.06 2.50 17660 120

6503 (MIELY) Mitsubishi Electric 31.85 -0.17 2466 14.5

6702 (FJTSY) Fujitsu 15.97 0.12 2473 9.5

5108 (BRDCY) Bridgestone 22.09 0.36 6840 23

8053 (SSUMY) Sumitomo Corporation 24.65 0.24 3817 36

8002 (MARUY) Marubeni 172.43 3.25 2670 24.5

6301 (KMTUY) Komatsu 28.98 0.64 4487 30

6723 (RNECY) Renesas 7.52 -0.02 2329 11.5

4901 (FUJIY) FUJIFILM 10.85 0.09 3360 13

8591 (IX) oryx 103.76 2.32 3213 30

8802 (MITEY) Ryojisho 17.99 -0.33 2785 -8.5

2802 (AJINY) Ajinomoto 36.14 1.31 5596 32

8267 (AONNY) ion 21.47 0.52 3324 2

1925 (DWAHY) Yamato House 27.90 0.51 4320 -2

8604 (NMR) Nomura HD 5.88 0.11 910 12.7

6762 (TTDKY) TDK 46.09 0.32 7136 44

9735 (SOMLY) SECOM 17.81 0.47 11030 20

7270 (FUJHY) SUBARU 10.75 0.00 3329 22

8309 (SUTNY) Mitsui Trust 4.24 0.03 3282 39

1928 (SKHSY) SEKISUI HOUSE 22.28 0.36 3450 15

7201 (NSANY) Nissan since 7.16 0.11 554 3.6

2503 (KNBWY) giraffe 14.67 0.30 2271 3

6988 (NDEKY) Nittoden 45.05 0.57 13950 95

5802 (SMTOY) Sumitomo Electric 15.56 0.13 2409 7.5

4911 (SSDOY) Shiseido 27.35 1.05 4235 6

3407 (AHKSY) Asahi Kasei 14.33 0.12 1109 0.5

1812 (KAJMY) Kashima 18.39 0.36 2847 -26.5

7202 (ISUZY) ISUZU 12.61 0.20 1952 -1

9202 (ALNPY) ANA 3.96 0.11 3066 12

5201 (ASGLY) AGC 7.37 0.05 5705 -29

7912 (DNPLY) Dainichi Seal 14.57 0.02 4512 32

3402 (TRYIY) Toray 9.39 0.07 727 2.5

6586 (MKTAY) Makita 27.39 0.46 4241 22

6361 (EBCOY) Ebara 41.34 -0.10 12801 26

4704 (TMIC) trend 51.92 1.62 8039 172

(Top 50 by market capitalization, converted to 154.83 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (22nd)

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

4704 (TMIC) trend 51.92 8039 172 2.19

9983 (FRCOY) Fast Retay 27.24 42176 726 1.75

9984 (SFTBY) SoftBank G 24.67 7639 128 1.70

5332 (TOTDY) TOTO 28.60 4428 68 1.56

8604 (NMR) Nomura HD 5.88 910 12.7 1.42

“Top 5 ADR Decline Rate Stocks” (22nd)

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

6753 (SHCAY) sharp 1.26 781 -36.2 -4.43

7731 (NINOY) Nikon 9.88 1530 -32 -2.05

7752 (RICOY) Ricoh 8.78 1359 -14 -1.02

6460 (SGAMY) SEGA SAMMY HD 3.24 2007 -20 -0.99

5801 (FUWAY) Furukawa Electric 10.60 3284 -32 -0.97

“US Stock Market Overview” (22nd)

NYDOW

Closing price: 38239.98 Compared to the previous day: 253.58

Opening Price: 38116.89 High Price: 38447.16 Low Price: 37985.07

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: 15451.31 compared to the previous day: 169.30

Opening Price: 15396.13 High Price: 15539.00 Low Price: 15265.66

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: 5010.60 compared to the previous day: 43.37

Opening Price: 4987.33 High Price: 5038.84 Low Price: 4969.40

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 4.713% US 10-year government bonds 4.608%

The US stock market rose. The Dow average closed at 38,239.98 dollars, which rose 253.58 dollars, and the Nasdaq closed at 15,451.30, which rose 169.29 points.

Since the sense of alarm about the worsening situation in the Middle East receded, it rose after being close. In addition to being driven by the backlash from the semiconductor NVDA (NVDA), buybacks became dominant due to a sense of being oversold due to high technology, supporting the overall market price, and remained steady throughout the day. Expectations for major companies' financial results also became further buying material, and the increase widened towards the end of the game, and it ended. By sector, while semiconductors, manufacturing equipment, and banks rose, telecommunications services declined.

The mobile device Apple (AAPL) rose because analysts still showed bullish judgments when the June new product presentation event became a catalyst. The regional bank Zion's Bang Corporation (ZION) was bought because its profit per share after adjustments for the first quarter exceeded expectations. The telecommunications company Verizon Commissiations (VZ)'s earnings per share excluding some items exceeded expectations in the financial results for the fiscal year ending January to 3, but continued outflow of wireless subscribers was shown, and income fell below expectations. Electric vehicle (EV) manufacturer Tesla (TSLA) declined due to concerns about revenue sources due to price reduction announcements for automobiles and autonomous driving support software. Lucid Group (LCID) in the same industry was also sold.

Steel manufacturer Cleveland Cliffs (CLF) announced financial results after the transaction ended. The content fell short of expectations, and it was sold in overtime trading.

(Horiko Capital Management LLC)