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

JUN24

O 38550 (in dollars)

H 38890

L 38380

C 38805 large margin +205 (evening ratio +5)

Vol 5034

JUN24

O 38525 (in yen)

H 38880

L 38365

C 38800 large exchange ratio +200 (evening ratio +0)

Vol 17529

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

In the ADR market, ANA ＜9202＞, Nissan ＜7201＞, Nitto Electric Power ＜6988＞, Mitsui Trust ＜8309＞, Omron ＜6645＞, Mizuho FG ＜8411＞, Nomura HD ＜8604＞, etc. rose in comparison with the Tokyo Stock Exchange (156.99 yen equivalent to 1 dollar), 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 216.84 2.12 3404 11

8306 (MUFG) Mitsubishi UFJ 10.06 0.10 1579 8

6758 (SONY) Sony G 80.29 -0.51 12605 -45

9432 (NTTYY) NTT 24.25 0.32 152 -0.6

8316 (SMFG) Sumitomo Mitsui 12.56 0.14 9859 70

9983 (FRCOY) Fast Retay 25.70 -0.04 40346 36

9984 (SFTBY) SoftBank G 27.29 0.20 8569 54

6954 (FANUY) FANUC 14.62 0.06 4590 -1

8031 (MITSY) Mitsui Mono 1046.07 14.60 8211 37

8001 (ITOCY) ITOCHU 92.57 1.38 7266 35

7974 (NTDOY) Nintendo 13.16 0.12 8264 12

8766 (TKOMY) Tokio Marine HD 33.11 0.32 5198 38

7267 (HMC) HONDA 33.24 0.53 1739 5

6902 (DNZOY) Denso 16.18 0.11 2540 2

8411 (MFG) Mizuho FG 4.05 0.05 3179 34

7741 (HOCPY) HOYA 118.70 1.91 18635 145

6503 (MIELY) Mitsubishi Electric 36.25 0.87 2845 13.5

6723 (RNECY) Renesas 9.27 0.29 2911 15

8002 (MARUY) Marubeni 195.69 2.88 3072 15

8053 (SSUMY) Sumitomo Corporation 26.10 0.33 4097 27

5108 (BRDCY) Bridgestone 21.88 0.37 6870 17

6702 (FJTSY) Fujitsu 14.88 0.09 2336 2

6301 (KMTUY) Komatsu 29.30 -0.08 4600 5

4901 (FUJIY) FUJIFILM 11.10 0.32 3485 17

8591 (IX) oryx 106.68 0.76 3350 21

8802 (MITEY) Ryojisho 16.23 0.11 2548 6.5

2802 (AJINY) Ajinomoto 37.37 -0.43 5867 -63

6762 (TTDKY) TDK 48.69 0.74 7644 34

8604 (NMR) Nomura HD 5.98 0.01 939 10

8267 (AONNY) ion 21.11 0.14 3314 -8

1925 (DWAHY) Yamato House 26.52 0.30 4163 9

8309 (SUTNY) Mitsui Trust 4.61 0.09 3619 53

7270 (FUJHY) SUBARU 10.56 0.11 3316 -3

1928 (SKHSY) Sekisui House 22.52 0.06 3535 -5

9735 (SOMLY) SECOM 15.92 0.11 9997 -23

7201 (NSANY) Nissan since 7.15 0.11 561 8.5

2503 (KNBWY) giraffe 14.04 0.09 2204 1.5

4911 (SSDOY) Shiseido 32.27 0.93 5066 48

5802 (SMTOY) Sumitomo Electric 15.12 0.30 2373 0.5

6988 (NDEKY) Nittoden 39.13 0.63 12286 181

7202 (ISUZY) ISUZU 12.75 0.25 2002 -24

9202 (ALNPY) ANA 4.00 0.03 3140 87

3407 (AHKSY) Asahi Kasei 13.19 0.00 1035 -9.5

1812 (KAJMY) Kashima 16.20 -0.20 2544 -82

6586 (MKTAY) Makita 30.90 0.83 4851 12

7912 (DNPLY) Dainichi Seal 15.21 0.09 4774 3

3402 (TRYIY) Toray 9.90 0.12 777 1.9

5201 (ASGLY) AGC 6.89 -0.18 5406 -74

6361 (EBCOY) Ebara 38.07 -0.53 11953 -282

6645 (OMRNY) OMRON 34.34 0.50 5391 60

(Top 50 by market capitalization, converted to 156.99 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (24th)

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

7012 (KWHIY) Kawashige 15.26 5989 197 3.40

9202 (ALNPY) ANA 4.00 3140 87 2.85

6976 (TYOYY) photovoltaic 85.30 3348 79 2.42

7201 (NSANY) Nissan 7.15 561 8.5 1.54

6988 (NDEKY) Nittoden 39.13 12286 181 1.50

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

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

6753 (SHCAY) sharp 1.44 901 -47.5 -5.01

1812 (KAJMY) Kashima 16.20 2544 -82 -3.12

6952 (CSIOY) Casio 70.83 1112 -33.5 -2.92

3401 (TINLY) TEIJIN 9.48 1488 -44 -2.87

6361 (EBCOY) Ebara 38.07 11953 -282 -2.30

“US Stock Market Overview” (24th)

NYDOW

Closing price: 39069.59 compared to the previous day: 4.33

Opening Price: 39089.23 High Price: 39220.31 Low Price: 39020.29

Year-to-date high: 40003.59 year-to-date low: 37266.67

Previous year high: 37710.10 Previous year low price: 31819.14

Nasdaq

Closing price: 16920.79 compared to the previous day: 184.76

Opening Price: 16786.79 High Price: 16947.79 Low Price: 16771.58

Year-to-date high: 16920.79 year-to-date low: 14510.30

Previous year high: 15099.18 Previous year low price: 10305.24

S&P 500

Closing price: 5304.72 compared to the previous day: 36.88

Opening Price: 5281.45 High Price: 5311.65 Low Price: 5278.39

Year-to-date high: 5321.41 year-to-date low: 4688.68

Previous year high: 4783.35 Previous year low price: 3808.10

US 30-year government bonds 4.57% US 10-year government bonds 4.465%

The US stock market rebounded. The Dow average closed at 39,069.59 dollars, which rose 4.33 dollars, and the Nasdaq closed at 16,920.80, which rose 184.77 points.

Buyers in the high-tech sector against the backdrop of the artificial intelligence (AI) boom rose after strongly supporting the market price and being close to it. Durable goods orders and consumer confidence indices were good, and long-term interest rates began to decline because the expected inflation rate fell below expectations, so it became one step higher. Participants were limited ahead of the consecutive holidays and the upper price of the Dow became limited, but NASDAQ was led by semiconductor NVDA (NVDA) stocks, and the increase widened until the end of the year, breaking a record high. The Dow also narrowly recovered to the positive zone and ended. By sector, while automobiles/auto parts, semiconductors/manufacturing equipment rose, real estate management and development declined.

The Mediterranean casual restaurant chain CAVA (CAVA) has risen due to analysts' increased investment decisions. Shoe manufacturer Deckers (DECK), which operates brands such as Hoka and AG, continued to be impressed by the results that exceeded expectations in the quarterly financial results announced after closing yesterday. Workday (WDAY), which provides solutions related to financial management, payroll, etc., showed a weak outlook and declined in quarterly results announced after closing yesterday. Luxury electric vehicle (EV) manufacturer Lucid (LCID) announced plans to reduce personnel by about 6% as part of cost reduction to deal with market deceleration, and it was sold with a sense of caution. The pharmaceutical company Eli Lilly (LLY) fell because they were wary of raising production costs for obesity treatment drugs.

The VIX Index, which shows the fear of investor sentiment, remained below 12 at 11.89.

(Horiko Capital Management LLC)