“Chicago Nikkei Average Futures (CME)” (30 days)

JUN24

O 38380 (in dollars)

H 38655

L 38115

C 38190 large exchange ratio -280 (evening ratio +100)

Vol 9242

JUN24

O 38350 (in yen)

H 38625

L 38095

C 38165 large exchange ratio -305 (evening ratio +75)

Vol 29786

“American Depositary Receipts Overview (ADR)” (30th)

In the ADR market, Renesas ＜6723＞, SoftBank G ＜9984＞, Nissan ＜7201＞, Toyota ＜7203＞, Honda ＜7267＞, Komatsu ＜6301＞, Isuzu ＜7202＞, etc. fell in comparison with the Tokyo Stock Exchange (157.74 yen equivalent to 1 dollar), etc., and generally had an advantage in sales.

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

7203 (TM) TOYOTA 227.31 -0.63 3586 -52

8306 (MUFG) Mitsubishi UFJ 9.95 -0.02 1570 -9.5

6758 (SONY) Sony G 82.57 -0.42 13025 -60

9432 (NTTYY) NTT 26.90 -0.10 170 -0.8

9983 (FRCOY) Fast Retay 26.17 -0.70 41281 -269

8316 (SMFG) Sumitomo Mitsui 11.32 0.00 8928 -52

6954 (FANUY) FANUC 14.56 -0.07 4593 -34

9984 (SFTBY) SoftBank G 24.67 -0.70 7783 -132

8031 (MITSY) Mitsui Mono 971.28 -9.43 7660 21

8001 (ITOCY) Itochu 89.71 -0.46 7075 -61

7974 (NTDOY) Nintendo 12.18 -0.17 7685 -35

8766 (TKOMY) Tokio Marine HD 31.56 -0.23 4978 -13

7267 (HMC) Honda 33.99 -0.11 1787 -25

6902 (DNZOY) Denso 16.97 -0.95 2677 -14.5

8411 (MFG) Mizuho FG 3.87 0.00 3052 0

7741 (HOCPY) HOYA 116.10 -2.83 18314 -156

6503 (MIELY) Mitsubishi Electric 34.86 2.63 2749 -24

8053 (SSUMY) Sumitomo Corporation 26.31 -0.19 4150 -5

6702 (FJTSY) Fujitsu 15.30 -0.38 2413 -22.5

5108 (BRDCY) Bridgestone 22.04 0.24 6953 -26

6723 (RNECY) Renesas 8.19 -0.13 2584 -44.5

8002 (MARUY) Marubeni 178.60 2.46 2817 -7

6301 (KMTUY) Komatsu 29.78 1.46 4697 -58

4901 (FUJIY) FUJIFILM 10.62 -0.12 3350 -27

8591 (IX) oryx 102.57 -0.97 3236 -5

8802 (MITEY) Ryojisho 18.35 0.12 2895 -13

2802 (AJINY) Ajinomoto 37.10 -0.43 5852 -23

1925 (DWAHY) Daiwa House 27.93 -0.27 4406 -34

8267 (AONNY) AEON 20.80 -0.74 3281 -21

8604 (NMR) Nomura HD 5.71 -0.20 901 1

6762 (TTDKY) TDK 44.51 -0.39 7021 -63

7270 (FUJHY) SUBARU 11.12 0.37 3508 -24

9735 (SOMLY) SECOM 17.32 -0.28 10928 -52

8309 (SUTNY) Mitsui Trust 4.24 -0.04 3344 26

1928 (SKHSY) Sekisui House 22.91 -0.14 3614 -12

7201 (NSANY) Nissan 7.26 0.15 573 -8.7

2503 (KNBWY) giraffe 14.58 -0.16 2300 -0.5

5802 (SMTOY) Sumitomo Electric 15.42 0.10 2432 -9

6988 (NDEKY) Nittoden 41.25 -3.15 13014 -56

4911 (SSDOY) Shiseido 26.73 -0.48 4216 1

1812 (KAJMY) Kashima 19.44 0.42 3066 33

3407 (AHKSY) Asahi Kasei 13.90 -0.01 1096 -4.5

7202 (ISUZY) ISUZU 12.54 -0.04 1978 -21.5

9202 (ALNPY) ANA 3.86 -0.02 3048 48

6586 (MKTAY) Makita 28.89 1.66 4557 -46

7912 (DNPLY) Dainichi Seal 14.55 -0.17 4590 -16

5201 (ASGLY) AGC 7.44 0.08 5868 35

6361 (EBCOY) Ebara 41.38 -0.33 13055 -55

3402 (TRYIY) Toray 9.06 0.05 715 -7.2

6645 (OMRNY) OMRON 34.40 0.00 5426 -34

(Top 50 by market capitalization, converted to 157.74 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (30th)

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

6448 (BRTHY) brother 36.49 2878 76 2.71

4704 (TMIC) trend 50.50 7966 156 2.00

9202 (ALNPY) ANA 3.86 3048 48 1.60

6770 (APELY) Alps 18.31 1444 16 1.12

1812 (KAJMY) Kashima 19.44 3066 33 1.09

“Top 5 ADR depreciation rate stocks” (30th)

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

6753 (SHCAY) sharp 1.27 801 -30 -3.61

6952 (CSIOY) Casio 81.90 1292 -26 -1.97

6723 (RNECY) Renesas 8.19 2584 -44.5 -1.69

9984 (SFTBY) SoftBank G 24.67 7783 -132 -1.67

6976 (TYOYY) photovoltaic 93.22 3676 -56 -1.50

“US Stock Market Overview” (30th)

NYDOW

Closing price: 37815.92 compared to the previous day: -570.17

Opening Price: 38337.40 High Price: 38337.40 Low Price: 37810.12

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: 15657.82 compared to the previous day: -325.26

Opening Price: 15920.89 High Price: 15979.36 Low Price: 15655.67

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: 5035.69 YoY: -80.48

Opening Price: 5103.78 High Price: 5110.83 Low Price: 5035.31

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 4.784% US 10-year government bonds 4.68%

The US stock market fell. The Dow average closed at 37,815.92 dollars, down 570.17 dollars, and the NASDAQ fell 325.26 points at 15,657.82.

Since the employment cost index for the fiscal year ending January to 3 grew higher than expected, it was sold due to a retreat in expectations of interest rate cuts, and then fell after getting close. Wage inflation is deep-seated, and the market price continued to fall due to concerns that high inflation would be longer than expected, and the rise in long-term interest rates was disgusted. Since the April Chicago Purchasing Department Association Business Climate Index and Consumer Confidence Index, which were announced later, fell far below expectations, concerns about stagflation were also rekindled, leading to further sales pressure. Towards the end of the game, sales that were wary of the hawkish Federal Open Market Committee (FOMC) also intensified, the decline widened, and ended. By sector, while households and individuals rose slightly, automobiles and auto parts declined.

Sales of the pharmaceutical company Eli Lilly (LLY) did not reach expectations in the first quarter financial results, but sales of the obesity treatment drug “Zepbound” greatly exceeded expectations, and sales and profit forecasts for 24 were revised upward. Semiconductor manufacturer NXP Semiconductors (NXPI) rose as adjusted earnings per share and outlook for the second quarter exceeded expectations in the first quarter financial results. The total payment amount for online payments PayPal Holdings (PYPL) in the first quarter was strong and rose.

McDonald's (MCD), which operates a fast food chain, was affected by boycotts over the war in the Middle East and a decline in sales among low-income people, and existing store sales fell below expectations in the first quarter. Cannabis/hemp product manufacturer Tilley Brands (TLRY) rose when it was reported that the Biden administration was considering reclassification to relax federal regulations surrounding cannabis. Beverage manufacturer Coca-Cola (KO) declined due to disgust with mixed quarterly financial results. Electric vehicle manufacturer Tesla (TSLA) declined due to further employment reduction plans being warned.

Online retailer Amazon (AMZN) announced quarterly results after the transaction ended. Earnings and sales per share exceeded expectations, and they were bought in overtime trading.

(Horiko Capital Management LLC)