“Chicago Nikkei Average Futures (CME)” (21st)

JUN24

O 39265 (in dollars)

H 39380

L 38775

C 38875 large margin -65 (evening ratio +5)

Vol 4476

JUN24

O 39245 (in yen)

H 39360

L 38760

C 38860 large exchange ratio -80 (evening ratio -10)

Vol 19299

“American Depositary Receipts Overview (ADR)” (21st)

In the ADR market, AGC ＜5201＞, Kashima ＜1812＞, Ebara ＜6361＞, Renesas ＜6723＞, SUBARU ＜770＞, NTT ＜9432＞, Isuzu ＜7202＞, etc. fell in comparison with the Tokyo Stock Exchange (156.14 yen equivalent to 1 dollar), 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 219.36 -1.14 3425 -12

8306 (MUFG) Mitsubishi UFJ 9.98 -0.05 1558 6

6758 (SONY) Sony G 82.00 -1.59 12803 -77

9432 (NTTYY) NTT 24.41 0.07 152 -1.2

9983 (FRCOY) Fast Retay 26.46 -0.13 41315 -135

8316 (SMFG) Sumitomo Mitsui 12.65 0.01 9876 6

8031 (MITSY) Mitsui 1068.14 22.86 8339 -19

9984 (SFTBY) SoftBank G 26.37 -0.38 8235 59

6954 (FANUY) FANUC 14.60 -0.43 4559 -28

8001 (ITOCY) ITOCHU 94.00 0.10 7339 -12

7974 (NTDOY) Nintendo 13.44 0.06 8394 -14

8766 (TKOMY) Tokio Marine HD 32.65 -1.66 5098 15

7267 (HMC) Honda 33.38 -0.48 1737 -8.5

6902 (DNZOY) Denso 16.68 -0.39 2604 -2

8411 (MFG) Mizuho FG 4.08 -0.06 3185 22

7741 (HOCPY) HOYA 119.00 -2.47 18581 -34

6503 (MIELY) Mitsubishi Electric 35.92 -0.30 2804 -14

8002 (MARUY) Marubeni 196.99 0.92 3076 -11

6723 (RNECY) Renesas 8.70 0.04 2715 -24

8053 (SSUMY) Sumitomo Corporation 26.74 -0.08 4175 2

5108 (BRDCY) Bridgestone 22.02 -0.28 6876 -35

6702 (FJTSY) Fujitsu 14.90 0.01 2326 -8.5

6301 (KMTUY) Komatsu 29.97 -0.19 4680 -10

4901 (FUJIY) FUJIFILM 11.09 0.05 3463 -22

8591 (IX) oryx 107.52 -2.15 3358 0

8802 (MITEY) Ryojisho 17.16 -0.46 2679 -17.5

2802 (AJINY) Ajinomoto 38.80 -0.22 6058 -27

6762 (TTDKY) TDK 48.10 0.20 7510 -7

8604 (NMR) Nomura HD 5.83 0.01 910 6.5

8267 (AONNY) AEON 20.99 -0.21 3277 3

1925 (DWAHY) Daiwa House 26.51 0.26 4139 -22

8309 (SUTNY) Mitsui Trust 4.69 -0.04 3661 41

7270 (FUJHY) SUBARU 10.64 0.04 3323 -27

1928 (SKHSY) SEKISUI HOUSE 23.03 0.05 3596 -5

9735 (SOMLY) SECOM 15.80 -0.23 9868 -56

7201 (NSANY) Nissan since 7.11 -0.10 555 -1.7

2503 (KNBWY) giraffe 14.21 -0.24 2219 7.5

5802 (SMTOY) Sumitomo Electric 15.43 -0.11 2409 -7

4911 (SSDOY) Shiseido 30.70 -0.85 4793 31

6988 (NDEKY) Nittoden 39.10 -0.46 12210 -70

7202 (ISUZY) ISUZU 12.92 -0.16 2017 -15

3407 (AHKSY) Asahi Kasei 13.72 0.33 1071 -6

9202 (ALNPY) ANA 3.96 0.05 3092 36

1812 (KAJMY) Kashima 16.96 -0.34 2648 -68.5

6586 (MKTAY) Makita 30.56 -0.52 4772 -15

7912 (DNPLY) Dainichi Seal 15.32 -0.02 4785 -24

3402 (TRYIY) Toray 10.00 -0.11 781 -4.2

5201 (ASGLY) AGC 6.93 -0.16 5409 -147

6361 (EBCOY) Ebara 40.63 -0.15 12688 -207

6645 (OMRNY) OMRON 34.52 -0.66 5391 5

(Top 50 by market capitalization, converted to 156.14 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (21st)

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

6460 (SGAMY) SEGA SAMMY HD 3.73 2330 70 3.10

6770 (APELY) Alps 19.45 1518 38.5 2.60

9202 (ALNPY) ANA 3.96 3092 36 1.18

8309 (SUTNY) Mitsui Trust 4.69 3661 41 1.13

9984 (SFTBY) SoftBank G 26.37 8235 59 0.72

“Top 5 ADR Decline Rate Stocks” (21st)

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

6753 (SHCAY) sharp 1.33 831 -37.8 -4.35

5201 (ASGLY) AGC 6.93 5409 -147 -2.65

1812 (KAJMY) Kashima 16.96 2648 -68.5 -2.52

6471 (NPSKY) Nissei 9.70 757 -13.4 -1.74

6952 (CSIOY) Casio 72.64 1134 -19.5 -1.69

“US Stock Market Overview” (21st)

NYDOW

Closing price: 39872.99 compared to the previous day: 66.22

Opening Price: 39804.40 High Price: 39905.80 Low Price: 39778.73

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: 16832.63 compared to the previous day: 37.75

Opening Price: 16736.10 High Price: 16839.02 Low Price: 16719.96

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: 5321.41 compared to the previous day: 13.28

Opening Price: 5298.69 High Price: 5324.32 Low Price: 5297.87

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 4.549% US 10-year government bonds 4.412%

The US stock market rose. The Dow average rose by $66.22 to $39,872.99, and the Nasdaq closed at 16,832.63, which rose 37.75 points.

Since senior Federal Reserve (Fed) officials repeated the attitude of leaving policy interest rates unchanged for the time being, they fell after being close. At the same time, the market price began to rise due to the view that there was little possibility of interest rate hikes and purchases that favored retail settlement. High-tech was supported by a decline in long-term interest rates, and was bought by expectations for semiconductor NVDA (NVDA) settlement, and the market price increase widened towards the end of the market, and the NASDAQ ended at a record high. By sector, while automobiles and auto parts rose, transportation declined.

The department store Macy's (M) saw a decrease in sales and profit compared to the same period last year due to financial results for the first quarter, but sales and profit per share were raised and rose according to the full-year forecast. The semiconductor NVIDIA (NVDA) was reported to have temporarily declined and then rose after the cloud service division AWS of discount retail Amazon (AMZN) stopped ordering “Grace Hopper” chips and transitioned to the successor “Grace Blackwell.” Pharmaceutical company Eli Lilly (LLY) had good final clinical trial results for Crohn's disease treatment drugs, and the announcement that they agreed to develop radiation therapy targeting tumors in partnership with an emerging radiopharmaceutical company, Atkis Oncology, was well received and rose.

Computer manufacturer HP (HPQ) and casual clothing gap (GPS) rose, respectively, due to analysts' increased investment decisions. Semiconductor processing equipment manufacturer Lamb Research (LRCX) announced plans to buy shares and split 1 share into 10 shares, assuming that AI (artificial intelligence) PCs will drive chip sales, and it was bought. Palo Alto Networks (PANW), a provider of network security solutions, was drastically reduced due to disappointment with the sluggish outlook in quarterly financial results. Sales for the first quarter of Lowe's (LOW), which operates a home center, exceeded expectations, but in addition to concerns about profit margins due to promotions, etc., the outlook was weak, and sales were weak.

Urban Outfitters (URBN), a retailer that handles casual clothing and accessories, etc., announced financial results after the transaction ended. The content exceeded expectations, and it was bought in overtime trading.

(Horiko Capital Management LLC)