“Chicago Nikkei Average Futures (CME)” (24th)

JUN24

O 37970 (in dollars)

H 38495

L 37955

C 38225 large comparison -215 (evening ratio +165)

Vol 7986

JUN24

O 37945 (in yen)

H 38470

L 37920

C 38185 large exchange ratio -255 (evening ratio +125)

Vol 25993

“American Depositary Receipts Overview (ADR)” (24th)

In the ADR market, FANUC ＜6954＞, Makita ＜6586＞, Isuzu ＜7202＞, Renesas ＜6723＞, Fast Rety ＜9983＞, Toray ＜3402＞, Mitsui Trust ＜8309＞, etc. fell in comparison with the Tokyo Stock Exchange (equivalent to 155.25 yen per dollar), etc., and general sales dominance.

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

7203 (TM) TOYOTA 232.88 2.47 3615 -3

8306 (MUFG) Mitsubishi UFJ 10.07 -0.02 1563 -7

6758 (SONY) Sony G 82.71 0.90 12841 1

9432 (NTTYY) NTT 27.37 -0.33 170 -1

9983 (FRCOY) Fast Retay 27.42 -0.06 42577 -503

8316 (SMFG) Sumitomo Mitsui 11.38 -0.03 8834 -26

8031 (MITSY) Mitsui Mono 968.23 19.48 7516 -29

9984 (SFTBY) SoftBank G 24.89 0.23 7728 -27

6954 (FANUY) FANUC 14.04 -0.26 4358 -255

8001 (ITOCY) ITOCHU 88.13 1.56 6841 -43

7974 (NTDOY) Nintendo 12.04 -0.04 7477 -33

8766 (TKOMY) Tokio Marine HD 31.53 0.17 4895 -29

7267 (HMC) Honda 34.41 -0.17 1781 -8.5

6902 (DNZOY) Denso 18.23 0.09 2830 -11

8411 (MFG) Mizuho FG 3.91 -0.04 3035 -10

7741 (HOCPY) HOYA 119.29 4.63 18520 -165

6503 (MIELY) Mitsubishi Electric 31.80 0.32 2468 -20

6702 (FJTSY) Fujitsu 16.15 0.04 2507 -13.5

5108 (BRDCY) Bridgestone 21.63 -0.22 6716 -45

8053 (SSUMY) Sumitomo Corporation 25.14 0.38 3903 -17

6723 (RNECY) Renesas 8.01 0.45 2487 -34.5

8002 (MARUY) Marubeni 173.15 0.07 2688 -15

6301 (KMTUY) Komatsu 29.21 0.19 4535 8

4901 (FUJIY) FUJIFILM 10.87 0.14 3375 -32

8591 (IX) oryx 104.26 0.05 3237 -6

8802 (MITEY) Ryojisho 18.04 -0.26 2801 -24

2802 (AJINY) Ajinomoto 36.42 -0.11 5654 -31

8604 (NMR) Nomura HD 5.91 0.02 918 -3.4

8267 (AONNY) AEON 21.31 -0.21 3308 -16

1925 (DWAHY) Daiwa House 27.86 -0.18 4326 -34

6762 (TTDKY) TDK 47.00 0.42 7298 -59

9735 (SOMLY) SECOM 17.82 -0.07 11066 -54

7270 (FUJHY) SUBARU 10.77 0.07 3344 -32

8309 (SUTNY) Mitsui Trust 4.21 -0.02 3268 -32

1928 (SKHSY) Sekisui House 23.21 0.67 3603 -14

7201 (NSANY) Nissan since 7.11 -0.04 552 -4.1

2503 (KNBWY) Kirin 14.60 -0.19 2267 -7

6988 (NDEKY) Nittoden 45.43 0.29 14106 -84

5802 (SMTOY) Sumitomo Electric 15.45 -0.16 2399 -22

4911 (SSDOY) Shiseido 27.33 -0.16 4243 -24

1812 (KAJMY) Kashima 19.48 0.29 3023 13

7202 (ISUZY) ISUZU 12.49 -0.09 1939 -38

3407 (AHKSY) Asahi Kasei 13.73 -0.46 1066 -8

9202 (ALNPY) ANA 4.01 0.05 3113 38

7912 (DNPLY) Dainichi Seal 14.50 -0.04 4504 -18

5201 (ASGLY) AGC 7.38 -0.04 5725 -33

6361 (EBCOY) Ebara 41.65 0.57 12932 -93

6586 (MKTAY) Makita 26.82 -0.22 4164 -98

3402 (TRYIY) Toray 9.17 -0.09 712 -8

4704 (TMIC) trend 51.40 -0.60 7980 -20

(Top 50 by market capitalization, converted to 155.25 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (24th)

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

6952 (CSIOY) Casio 86.60 1344 28 2.13

9202 (ALNPY) ANA 4.01 3113 38 1.24

1801 (TISCY) Daseiken 8.84 5490 50 0.92

6770 (APELY) Alps 17.26 1340 10.5 0.79

7012 (KWHIY) Kawashige 12.52 4857 33 0.68

“Top 5 ADR Decline Rate Stocks” (24th)

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

6954 (FANUY) FANUC 14.04 4358 -255 -5.53

6753 (SHCAY) sharp 1.28 798 -33 -3.97

5631 (JPSWY) Nippon Steel 11.95 3710 -135 -3.51

6471 (NPSKY) Nissei 10.99 853 -26 -2.96

6586 (MKTAY) Makita 26.82 4164 -98 -2.30

“US Stock Market Overview” (24th)

NYDOW

Closing price: 38460.92 compared to the previous day: -42.77

Opening Price: 38552.79 High Price: 38552.79 Low Price: 38310.55

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: 15712.75 compared to the previous day: 16.11

Opening Price: 15805.60 High Price: 15839.00 Low Price: 15634.44

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: 5071.63 compared to the previous day: 1.08

Opening Price: 5084.86 High Price: 5089.48 Low Price: 5047.02

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 4.771% US 10-year government bonds 4.642%

The US stock market is mixed. The Dow average closed at 38,460.92 dollars, down 42.77 dollars, and the Nasdaq closed at 15,712.75, which was 16.11 points higher.

I liked the financial results of the semiconductor manufacturer Texas Instruments (TXN), and the semiconductor sector's buybacks accelerated, and then rose after being close. After that, the long-term interest rate rise based on the largest government bond bid ever carried out this week was warned and stalled, and the exchange rate temporarily fell. Towards the end of the game, the market picked up due to high tech speculation, but the Dow did not reverse its decline and ended mixed. By sector, automobiles, auto parts, food, beverages, and tobacco rose, while transportation declined.

According to the financial results announced by semiconductor manufacturer Texas Instruments (TXN) after closing yesterday, sales forecasts for the 2nd quarter exceeded expectations and were heavily bought. Toy manufacturer Hasbro (HAS) improved inventory conditions and cost reductions were successful in the first quarter financial results, and the increase in profit margins was well received and rose. Pharmaceutical manufacturer Biogen (BIIB) rose due to growth in Alzheimer's dementia treatment drugs in the first quarter financial results, and adjusted earnings per share exceeded expectations. Electric vehicle manufacturer Tesla (TSLA) anticipated an increase in demand surrounding low price models, and analysts raised investment decisions, and rose.

The credit card company Visa (V) had strong card spending due to financial results for the January-March fiscal year, and profits exceeded expectations, and rose. The aircraft manufacturer Boeing (BA) was sold because the rating company Moody's lowered the company's rating to a level of 1 level up to junk grade, and the outlook was negative. It was feared that the managed care company Humana (HUM) withdrew its 25-year forecast due to rising costs, and it declined.

Meta Platforms (META), which operates the social media Facebook (FB), announced financial results for the first quarter after the transaction ended. Earnings per share exceeded expectations, but the outlook for the second quarter was disgusting, and it was sold in overtime trading.

(Horiko Capital Management LLC)