I would like to pay attention to the following 3 points in the pre-market transaction on the 23rd.

■Aiming for an autonomous backlash led by high technology in the short term

■Daigas, 24/3 upward revised operating profit 172.5 billion yen ← 139.5 billion yen

■Notable materials from the front: Astellas Pharma, Takeda Pharmaceuticals, and Sumitomo Mitsui Banking Corporation, and new companies to support drug discovery

■Aiming for an autonomous backlash led by high technology in the short term

The Japanese stock market on the 23rd is likely to develop in a market where it is easy to gradually strengthen this feeling after starting ahead of buying. In the US market on the 22nd, the NY Dow rose 253 dollars and the NASDAQ was 169 points higher. Sales that were wary of the increasingly tense situation in the Middle East receded, and purchases expected an autonomous backlash came in. From looking like NVIDIA's backlash led the way, buybacks became dominant due to the feeling that they were oversold due to high technology. Chicago Nikkei 225 futures are 37725 yen, 295 yen higher than Osaka. The yen exchange rate is hovering in the 150 yen 80 yen range per dollar.

It seems that it will start before buying, in the form of falling in favor of Chicago futures. Excessive sense of caution surrounding the situation in the Middle East receded, and the NASDAQ index rebounded for the first time in 7 business days in the US. There is no escape from the autonomous backlash zone, but amid movements where US high-tech stocks, where the decline was conspicuous, were bought back, it seems that the inflow of funds into high-tech stocks is becoming conscious of the value that has a large exponential impact even in the Tokyo market.

There was also a scene where yesterday's Nikkei Stock Average recovered to 37500 yen in the morning, but the movement of an autonomous backlash was limited, as it went backwards and softened to 37156 yen. The Bollinger Band is shaped so that the upper value can be suppressed to -2σ, which is moving downward, but there is a high possibility that it will exceed this today, and it seems that people will be aware of the area around 37940 yen where the 75th line is located. Although aggressive upward price tracking movements are limited, it would be easier to buy with the aim of rebounding in the short term.

Although it is a weak trend, Lasertech ＜6920＞ showed a rebound movement yesterday with close proximity to almost a low price. East Electric ＜8035＞ broke through the 75-day line, but if it seems to surpass the same line, it seems that it will move towards a movement aimed at a rebound in the near future, and it is developing while staring at high-tech stocks. Also, it is easy to enter individual searches using financial results as clues, and when financial results were announced last night, Tokyu Construction ＜1720＞, Finatext＜4419＞, JVCKW＜6632＞, Daigas ＜9532＞, Yokohama Fish ＜7443＞, Kawagishi Engineering ＜5921＞, organic drugs <453

The trend of 1> seems to be drawing attention.

■Daigas, 24/3 upward revised operating profit 172.5 billion yen ← 139.5 billion yen

Daigas (9532) announced revisions to its earnings forecast for the fiscal year ending 2024/3. Operating profit was revised upward from 139.5 billion yen to 172.5 billion yen. It is expected to exceed plans due to increased profits in the gas business, LNG sales business and electric power business in the domestic energy business, and overseas energy business.

■Notable materials from the front

・The Nikkei Average rose (37438.61, +370.26)

・The NY Dow rose (38239.98, +253.58)

・The Nasdaq Composite Index rose (15451.31, +169.30)

・1 dollar = 154.80-90 yen

・Chicago Nikkei futures rose (37725, +295 compared to Osaka)

・The SOX index rose (4381.92, +75.05)

・The VIX Index declined (16.94, -1.77)

・Expectations that US inflation will calm down

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

・Astellas Pharmaceuticals＜4503＞Takeda Pharmaceuticals/Sumitomo Mitsui Banking Corporation and a new company to support drug discovery

・Ricoh ＜7752＞ German start-up acquisitions, digitizing various documents

・Expansion of SiC wafer supply contract with ROHM＜6963＞ST Micro

・Sekisui House ＜1928＞ completed acquisition of rice companies, supply of detached houses, 15,000 units per year

・ITOCHU ＜8001＞Pool maintenance and public-private partnerships in Mie/Kuwana to focus on public facilities

・Toyota Gosei ＜7282＞ develops high-output deep ultraviolet LED, 200mW class with 1 chip

・High-speed welding method for aluminum parts for ENSHU ＜6218＞EVs, in collaboration with a US company

・Komatsu ＜6301＞ electric excavator develops market in Europe and exhibits at French trade fair

・Kawasaki Heavy ＜7012＞ 30% hydrogen mixed combustion, large gas engine demonstration

・Reactors for methanol production were delivered to Mitsui E&S (7003) Sumika

・Shibuya Kogyo ＜6340＞ is based in Indonesia

・ROHM＜6963＞ analog/digital control advantage fusion, evaluation board for power supplies

・Convert Fujitsu ＜6702＞ corporate attribute certificates and securely connect to data space

・Furukawa Electric ＜5801＞ optical fiber cable realizes 4000 cores, the largest number in Japan

・Dai Nippon Printing ＜7912＞Plastic part 100% recycled material, IC card CO2 reduction

・Hirose Electric ＜6806＞ automotive connector terminal 0.4 mm pitch

・Early detection of dementia with SMK＜6798＞ voice, external sales of technology, and emerging brain activity apps

・Taiko Electronic Communications ＜8023＞ provides cloud-based ERP and centrally manages company-wide data

・Rakuten G＜4755＞Rakuten Mobile expands 5G region in Kanto

・Sanyo Chemical Industries ＜4471＞ incorporates CO2 into polyurethane raw materials and memorandum of understanding with the English company for practical application

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