“Chicago Nikkei Average Futures (CME)” (14th)

JUN24

O 38205 (in dollars)

H 38625

L 38105

C 38610 large margin +300 (evening ratio +10)

Vol 4321

JUN24

O 38185 (in yen)

H 38610

L 38080

C 38590 large margin +280 (evening ratio -10)

Vol 15186

“American Depositary Receipts Overview (ADR)” (14th)

In the ADR market, Sony G ＜6758＞, Mitsui Trust ＜8309＞, ANA ＜9202＞, Omron ＜6645＞, Mitsubishi UFJ ＜8306＞, Nomura HD ＜8604＞, Mizuho FG ＜8411＞, etc. rose in comparison with the Tokyo Stock Exchange (156.43 yen equivalent to 1 dollar), etc., 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 217.12 1.48 3396 7

8306 (MUFG) Mitsubishi UFJ 10.41 0.13 1628 22.5

6758 (SONY) Sony G 81.23 5.08 12707 742

9432 (NTTYY) NTT 25.67 0.09 161 1.5

9983 (FRCOY) Fast Retay 26.10 0.18 40828 128

9984 (SFTBY) SoftBank G 26.76 0.28 8372 25

6954 (FANUY) FANUC 14.83 0.04 4640 13

8316 (SMFG) Sumitomo Mitsui 11.81 0.15 9237 78

8031 (MITSY) Mitsui Mono 1003.17 -9.14 7846 64

8001 (ITOCY) ITOCHU 91.04 -0.39 7121 31

7974 (NTDOY) Nintendo 13.49 0.64 8441 6

8766 (TKOMY) Tokio Marine HD 31.93 -0.62 4995 43

7267 (HMC) Honda 33.52 -0.27 1748 2

6902 (DNZOY) Denso 16.40 0.14 2565 6.5

8411 (MFG) Mizuho FG 3.99 0.04 3121 39

7741 (HOCPY) HOYA 115.28 -0.69 18033 -2

6503 (MIELY) Mitsubishi Electric 35.71 0.44 2793 10.5

8053 (SSUMY) Sumitomo Corporation 26.62 -0.20 4164 20

8002 (MARUY) Marubeni 192.47 -0.89 3011 14.5

6723 (RNECY) Renesas 8.41 0.22 2631 12

5108 (BRDCY) Bridgestone 21.79 -0.48 6817 9

6702 (FJTSY) Fujitsu 14.94 -0.26 2337 -2.5

6301 (KMTUY) Komatsu 29.81 0.23 4663 35

4901 (FUJIY) FUJIFILM 11.05 0.20 3457 -1

8591 (IX) oryx 106.59 -0.52 3335 9

8802 (MITEY) Ryojisho 18.13 0.25 2836 3

2802 (AJINY) Ajinomoto 38.10 -0.17 5960 9

8267 (AONNY) ion 21.24 0.09 3323 2

8604 (NMR) Nomura HD 5.72 0.01 895 11.5

1925 (DWAHY) Yamato House 26.64 0.26 4167 2

6762 (TTDKY) TDK 44.56 0.43 6971 54

7270 (FUJHY) SUBARU 10.55 0.32 3301 19

8309 (SUTNY) Mitsui Trust 4.40 0.12 3441 146

1928 (SKHSY) Sekisui House 23.23 0.01 3634 34

9735 (SOMLY) SECOM 16.09 0.35 10068 -22

7201 (NSANY) Nissan since 7.32 0.19 573 0.6

2503 (KNBWY) giraffe 14.62 0.02 2288 26.5

4911 (SSDOY) Shiseido 30.95 1.16 4841 31

5802 (SMTOY) Sumitomo Electric 15.04 -0.17 2353 3.5

6988 (NDEKY) Nittoden 39.20 -0.30 12264 -86

3407 (AHKSY) Asahi Kasei 13.69 0.12 1071 0

7202 (ISUZY) Isuzu 12.27 -0.12 1919 -34.5

9202 (ALNPY) ANA 3.99 0.10 3121 105

1812 (KAJMY) Kashima 17.50 -2.20 2738 23

7912 (DNPLY) Dainichi Seal 15.21 -0.34 4760 8

3402 (TRYIY) Toray 10.31 0.37 807 0.3

6586 (MKTAY) Makita 29.86 -0.80 4672 17

5201 (ASGLY) AGC 7.02 -0.20 5488 -139

6361 (EBCOY) Ebara 42.25 -0.95 13218 58

6645 (OMRNY) OMRON 36.93 -0.20 5777 99

(Top 50 by market capitalization, converted to 156.43 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (14th)

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

6758 (SONY) Sony G 81.23 12707 742 6.20

8309 (SUTNY) Mitsui Trust 4.40 3441 146 4.43

9202 (ALNPY) ANA 3.99 3121 105 3.48

5631 (JPSWY) Nippon Steel 12.51 3914 99 2.60

8252 (MAURY) Marui 31.56 2468 44 1.82

“Top 5 ADR Decline Rate Stocks” (14th)

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

6753 (SHCAY) sharp 1.28 801 -68.4 -7.87

5801 (FUWAY) Furukawa Electric 12.61 3945 -147 -3.59

6952 (CSIOY) Casio 81.45 1274 -46 -3.48

5201 (ASGLY) AGC 7.02 5488 -139 -2.47

6976 (TYOYY) photovoltaic 81.59 3191 -62 -1.91

“US Stock Market Overview” (14th)

NYDOW

Closing price: 39558.11 compared to the previous day: 126.60

Opening Price: 39466.76 High Price: 39616.41 Low Price: 39371.92

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: 16511.18 compared to the previous day: 122.94

Opening Price: 16391.16 High Price: 16526.27 Low Price: 16386.44

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: 5246.68 compared to the previous day: 25.26

Opening Price: 5221.10 High Price: 5250.37 Low Price: 5217.98

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 4.586% US 10-year government bonds 4.439%

The US stock market rose. The Dow average closed at 39,558.11 dollars, which rose 126.60 dollars, and the Nasdaq closed at 16,511.18, which rose 122.94 points.

It received the April Producer Price Index (PPI), which exceeded expectations, and there were mixed feelings. Growth was sluggish due to the recession in interest rate cut observations, but Chairman Powell of the Federal Reserve (Fed) showed an attitude of leaving inflation unchanged at high interest rates at the event, but he re-stated that he did not anticipate the possibility of interest rate hikes, and furthermore, speculation of a slowdown in the April Consumer Price Index (CPI) became buying material, and the market price rose. Due to the decline in long-term interest rates, it was bought by high-tech centers in particular, which further boosted the market price. The lift range expanded at the end of the game, and the NASDAQ ended at a record high. By sector, while automobiles, auto parts, semiconductors, and manufacturing equipment rose, real estate management and development declined.

Alphabet (GOOG), which operates search Google, announced a new version of the search engine equipped with artificial intelligence (AI), the revised Gemini 1.5 Pro at the annual developer meeting, and was purchased. The software manufacturer Oracle (ORCL) is the company with Mr. Musk's AI development company, xAI, and it was reported that a 10 billion dollar cloud contract agreement was imminent, and it went up.

The online retailer Amazon (AMZN) announced the change of CEO of the cloud service division AWS, but purchases in response to expectations for AI services were supported, and the trend remained steady. Sales of Home Depot (HD), which operates home centers, declined for 6 consecutive quarters, and declined. It was reported that Dinkcount Retail's Walmart (WMT) is making employment reduction plans for managers and urging telecommuters to return to the office, and it declined. China's online retailer Alibaba (BABA) declined drastically due to the 96% decline in profit due to evaluation loss records of holding companies in the first quarter financial results.

The Biden administration announced an increase in import tariffs on a wide range of Chinese products such as electric vehicles (EVs), semiconductor chips, and solar cells.

(Horiko Capital Management LLC)