Mr. Masayuki Otani [NY Dow is in the 40,000 dollar range for the first time, will the tailwind strengthen in Japanese stocks?] ＜Special Feature on Market Views＞

The Nikkei Stock Average rebounded to 39,069 yen in the Tokyo market on the 20th, 282 yen higher than on the 17th of the previous weekend. It recovered to the 39,000 yen level for the first time in about a month. What was the driving force behind stock appreciation was the rise in the US stock market. The NY Dow closed in the 40,000 dollar range for the first time on the 17th, and the NASDAQ index is also moving in the highest price range. The immediate focus is on NVIDIA's financial results on the 22nd, but will Japanese stocks also strengthen their rebound trend against the backdrop of high US stocks? I asked Masayuki Otani, Director of the Research and Information Department of Securities Japan, about the outlook.

MinkabuMay 20 05:30 ET

Towards tomorrow's stock market = short-term undercover activities will continue before US NVIDIA's financial results

On the Tokyo Stock Exchange on the 20th, the Nikkei Stock Average closed at 30,9069 yen 68 yen, which was 282 yen 30 yen higher than the previous business day. Although it rose to a high price range for the first time in about a month, growth was sluggish after the increase exceeded 600 yen at one point. While the eyes of investors from all over the world are concentrated on the US NVIDIA ＜NVDA＞ financial results on the 22nd, there is a feeling that they were shaken by short-term buying schemes in a situation where it is easy to see the situation.

MinkabuMay 20 04:44 ET

Sumitomo Mining is ranked, and non-ferrous market conditions rise due to expectations of recovery in the Chinese economy

Sumitomo Mining ＜5713＞ is ranked (as of 13:32). Massive backlash. Strong movements by major non-ferrous companies are conspicuous today. Gold, copper, nickel, etc. have generally risen in the commodity market last weekend, and are buying materials for non-ferrous related stocks. Last weekend, the People's Bank of China established a funding frame of 300 billion yuan, and support measures etc. were announced to be applied to loans for state-owned enterprises in charge of purchasing completed housing inventory, and it seems that expectations of economic recovery in China led to an increase in non-ferrous market conditions

Fisco JapanMay 20 00:36 ET

5/20 [Today's Investment Strategy]

[FISCO Specially Selected Brand] [Material Brand] Ahresty ＜5852＞ 650 yen (5/17) We handle die-cast products, aluminum alloy ingots, etc. Financial results for the fiscal year ending March 31, '24 have been announced. Operating profit was 22.91 billion yen. The previous forecast was 2.20 billion yen, and the fiscal year ending 23/3 was 0.23 million yen. Operating profit for the fiscal year ending 25/3 is expected to be 4.0 billion yen (up 42.7% from the previous fiscal year). Absorb the impact of cost increases by promoting price transfer negotiations, expand sales ratios for electric vehicles, and move to vehicle system parts

Fisco JapanMay 19 20:29 ET

Pay attention to Ahresty and Shin-Etsu

On the US stock market on the 17th of last weekend, the NY Dow rose 134.21 dollars to 40,003.59, the Nasdaq Composite Index fell 12.35 points to 16,685.97, and the Chicago Nikkei 225 futures were 38745 yen, 5 yen higher than Osaka's Japan-China ratio. The exchange rate is 1 dollar = 155.60-70 yen. In today's Tokyo market, Ahresty (5852), which announced a 42.7% increase forecast for operating income for the fiscal year ending 25/3, Shin-Etsu (4063), which announced the buyback and cancellation of shares up to 1.1% of the number of issued shares, and issued shares

Fisco JapanMay 19 19:15 ET

Shinchukin, 24/3 ordinary profit up 22.7% to 44.2 billion yen, 25/3 forecast 24.3% increase 55 billion yen

The financial results for the fiscal year ending 2024/3 announced by Shinchukin ＜8421＞ were ordinary income of 427.435 billion yen, up 14.3% from the previous fiscal year, and ordinary profit of 44.23 billion yen, up 22.7% from the same period. Interest dividends on marketable securities increased, such as an increase in interest on yen bonds that captured an increase in yen interest rates. As for the financial results for the fiscal year ending 2025/3, ordinary profit is planned to increase 24.3% from the previous fiscal year to 55 billion yen. [Positive Evaluation] ＜8421＞Shinchukan Full Year | ＜5852＞Ahresty Full Year ＜2329＞Tohoku

Fisco JapanMay 19 17:07 ET