I would like to pay attention to the following 3 points in the 14-day advance transaction.

■Individual support using financial results as a clue

■SoftBank G turns 24/3 ordinary profit and loss surplus to 57.8 billion yen

■Notable materials on the front floor: Oji HD, wood-derived ethanol production for SAF, test sales next fiscal year

■Individual support using financial results as a clue

The Japanese stock market on the 14th is likely to continue to have a strong sense of stalemate. In the US market on the 13th, the NY Dow depreciated by 81 dollars and the NASDAQ was 47 points higher. In response to the rise in inflation expectations announced by the NY Federal Reserve in April, expectations for interest rate cuts receded, and profit-making sales became dominant. The movement of holding adjustments that were wary of the announcement of the US Consumer Price Index (CPI) also became a burden, and the NY Dow fell for the first time in 9 days. High-tech was supported by the rise of Apple and NVIDIA, which is preparing financial results. Chicago Nikkei 225 futures are 38185 yen, 65 yen higher than Osaka. The yen exchange rate is moving in the 20 yen range of 156 yen per dollar.

It seems that they will start slightly ahead of buying, starting in the form of falling in favor of Chicago futures. After Nikkei 225 futures were temporarily sold to 38010 yen during the night session, they moved above the intraday closing price. Although it was a small price movement, there was awareness that it was solid around 38,000 yen. There was also a scene where yesterday's Nikkei Stock Average fell to 37,969 yen at one point, but after that it remained above 38,000 yen. It seems that the market will develop with a strong wait-and-see mood ahead of the announcement of the US inflation index, but it seems that it will be difficult for sellers to set up.

However, while the upper price of the Nikkei Stock Average was suppressed to the 25th line, the deviation from the 25th and 75-day lines has shrunk to around 24 yen, and there has been awareness of a dead cross. As the trend shows a worsening trend, it is probably a supply and demand situation that is easily swayed by short-term sales gimmicks led by futures. Also, since it has been reported that Israel has resumed ground warfare in northern Gaza, there is a possibility that vigilance against geopolitical risks will increase.

As a search, it is easy to move towards individual support using financial results as clues, and there seems to be a possibility that there will be a movement to buy back semiconductor stocks, etc. that continue to be sluggish at the moment, using the rebound in the NASDAQ index as a clue. East Electric ＜8035＞ has been falling over 2000 yen for 4 days, and if the company seems to show a rebound, it is expected that there will be a search for other semiconductor stocks.

Note, as a search using financial results as clues, trends in Suntory BF ＜2587＞, Suzuki ＜7269＞, Dainichiji ＜7912＞, TOPPAN ＜7911＞, Furukawa Electric ＜5801＞, Nippon Sanso HD ＜4091＞, Obayashi Gumi ＜1802＞, UBE ＜4208＞, ACOM ＜8572＞, Citizen ＜7762＞, cover ＜5253＞, and Euglena ＜2931＞, which were announced last night.

■SoftBank G turns 24/3 ordinary profit and loss surplus to 57.8 billion yen

The financial results for the fiscal year ending 2024/3 announced by SoftBank G were sales of 6.756.5 billion yen, up 2.8% from the previous fiscal year, and ordinary profit and loss surplus of 57.81 billion yen (deficit of 469.27 billion yen in the previous fiscal year). The corporate value of investees improved due to global stock appreciation. The yen equivalent amount of US dollar debt increased due to the depreciation of the yen, and exchange losses of 703.1 billion yen were recorded. The investment profit and loss of the SoftBank Vision Fund (SVF) business was in surplus of 724.3 billion yen.

■Notable materials from the front

・The Nasdaq Composite Index rose (16388.24, +47.37)

・1 dollar = 156.20-30 yen

・Chicago Nikkei futures rose (38185, +65 compared to Osaka)

・The SOX index rose (4823.09, +15.06)

・US crude oil futures rose (79.12, +0.86)

・Long-term US interest rates have declined

・Expectations that US inflation will calm down

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

*Wood-derived ethanol production for Oji HD (3861) SAF, trial sale next fiscal year

*Nisshinbo HD (3105) microdevices increase production of analog semiconductors, 8 billion yen to enhance equipment

*Shimamura ＜8227＞Demonstration of “clothing recycling” will begin next month, collected at stores, and converted into textiles overseas

*Sinfonia ＜6507＞ tension control optimization proposal, roll-to-roll demonstration, customer usage environment assumption

*Capital and business alliance with Aozora Bank ＜8304＞ Daiwa Securities, 51.9 billion yen investment

*SUBARU ＜7270 ＞Develop and launch EV4 models with Toyota by the end of '26

*Howa Kogyo ＜6203＞Road Surface Cleaning Vehicle Information Visualization and Operation Support System

*TOWA ＜6315＞New plant in Korea, core semiconductor equipment base, to start operation in October

*Okuma ＜6103＞New logistics base in Gifu/Kani plant, improved efficiency with robots

*Hitachi Zosen ＜7004＞invests 30 billion yen in biogas-related businesses

*Denyo ＜6517＞ New Mid-Term Budget Doubles Sales of Decarbonized Products to 3 billion yen in FY26

*NSK ＜6471＞ developed locking clutches and contributed to actuator miniaturization

*Hydrogen production with ammonia, such as Nippon Seisen, etc., to commercialize small devices

*KDDI ＜9433＞ invests in US companies with drones at 1000 locations nationwide

*Minato HD (6862) sells semiconductors made in Korea, focusing on memory

*Zenrin ＜9474＞ Construction Software Development Acquisition

*Teijin ＜3401＞ new mid-term plan, business profit 50 billion yen, growth investment over 100 billion yen

*Asahi Kasei ＜3407＞ hydrogen production water electrolysis system verification, test facility opening ceremony in Kawasaki

*Kuraray ＜3405＞ heat-resistant polyamide resin for automotive connectors

*Taiheiyo Cement ＜5233＞cement price increase from next April

☆ Front office event schedule

＜Domestic＞

・ 08:50 April Domestic Corporate Goods Price Index (year-on-year forecast: +0.8%, March: +0.8%)

＜Overseas＞

・Nothing in particular