TSE

■ This week’s market factors
1. Nikkei common rebounds for first time in two weeks, Thursday’s rise provides greater than 500 yen
2. There was no sense of path at first of the week, and European and American inventory costs didn’t carry over from the earlier weekend.
3. CPI falls beneath market expectations, three main US indexes hit new highs
4. The Tokyo market can be rising sharply, with shopping for based mostly on semiconductor-related shares
5. On Friday, there’s a sense of stress on the best worth resulting from gross sales that take revenue

■ Overview of the market each week
This week on the Tokyo inventory marketNikkei inventory common chargeThe value rose by 558 yen (1.5%) from the earlier weekend to 38,787 yen, the primary improve in two weeks.

This week, the market continued with a scarcity of path from the start of the week, however the Nikkei Inventory Common rose greater than 500 yen on Thursday because the US inventory market rose in response to the US CPI. Nonetheless, the shopping for didn’t proceed, and the market was pushed by revenue taking over Friday. Thursday’s sharp rise virtually matched the week’s rise.

The Tokyo inventory market opened this week on the thirteenth (Monday) with a slight decline from the earlier weekend. The Nikkei common has been buying and selling up and down and not using a sense of path. Though European and American inventory markets confirmed sturdy actions over the earlier weekend, the Tokyo market was unable to comply with go well with. Fears that the Financial institution of Japan will finish its huge easing measures and switch to austerity measures have triggered folks to cease shopping for. There was a rebound on the 14th (Tuesday). The inventory confirmed resistance to the draw back amid shopping for and promoting commerce, and in the direction of the top, some shares with low costs had been purchased, supporting the general index. There was a slight improve on the fifteenth (Wednesday) as nicely. The Nikkei common rose greater than 400 yen at one level this morning in response to the day past’s rise in US shares, however has since light. Patrons held off on shopping for as they needed to know extra concerning the US Shopper Value Index (CPI), which is predicted to be launched later that day. The CPI, which obtained consideration, fell beneath the earlier market consensus. Fears concerning the revival of US inflation have subsided, and that is mirrored within the US inventory market on the identical day.NY DowAll three main indexes hit new highs. Based mostly on this, the Tokyo market rose sharply the following day, the sixteenth (Thursday). Mainstream shares akin to these associated to semiconductors rose, and shopping for index-driven futures additionally pulled the market, pushing up the general market worth considerably. All of a sudden, he collapsed on the seventeenth (Friday). Along with the decline in US shares the day earlier than, there was additionally concern that US Utilized Supplies (AMAT), which had introduced its monetary outcomes, fell in after-hours buying and selling. The Tokyo market had risen sharply the day past, and this seems to be a reactionary transfer. Total, the stress of the excessive worth was felt.

■ Subsequent week’s factors
Subsequent week, the principle focus might be on the announcement of the monetary outcomes of the US firm NVDA>, which might be introduced on the twenty second. Semiconductor-related worth actions maintain the important thing to the Nikkei 225 common, and the efficiency of the corporate, which is an emblem inventory of US high-tech semiconductors, has a major affect available on the market.

Necessary home occasions to observe are the March equipment orders which might be introduced on the morning of the twenty second, and the nationwide shopper worth index for April which might be introduced on the morning of the twenty fourth. Overseas, particular consideration needs to be paid to China’s Might favorable lending charge introduced on the twentieth, the US April new house gross sales determine introduced on the twenty third, and the G7 Finance Ministers and Central Financial institution Governors Assembly to held from the twenty third to the twenty fifth. .

■ Day by day transfers (Might 13 to Might 17)

[↓]Might thirteenth (Monday)―― A slight decline, retaining observe of the tightening coverage of the Financial institution of Japan
Nikkei common 38179.46 (-49.65) Buying and selling quantity 1,974.74 million shares Buying and selling worth 4,0609.3 billion yen

[↑]Might 14th (Tuesday)―― Purchase among the prime shares regardless of the rebound and lack of path.
Nikkei Common 38356.06 (+176.60) Buying and selling quantity 2,113.28 million shares Buying and selling worth 5,0068 billion yen

【↑】 Might 15 (rain) — Small, excessive development within the morning will even proceed to stall forward of US CPI
Nikkei common 38385.73 (+29.67) Buying and selling quantity 2,146.82 million shares Buying and selling worth 5,0014.1 billion yen

[↑]Might 16 (Thursday)―― third straight day of beneficial properties, threat urge for food to purchase on rise in European and US shares
Nikkei common 38920.26 (+534.53) Buying and selling quantity 2,217.09 million shares Buying and selling worth 5,0065.7 billion yen

【↓】 Might 17 (gold) — US shares fall for first time in 4 days, revenue promoting dominates
Nikkei Common 38787.38 (-132.88) Buying and selling quantity 1,842.55 million shares Buying and selling worth 4,023.6 billion yen

■ Tendencies within the sector
(1) Costs decreased in 20 out of 33 industries
(2) Buildings akin to Mitsui Fu 8801> have the best charge of worth decline. Home demand shares embrace building akin to Shimizu Ken 1803>, and warehouse and transportation shares akin to Kamigumi 9364> are additionally low-cost. .
(3) Useful resource shares akin to buying and selling corporations akin to Marubeni 8002>, oil shares akin to Idemitsu Kosan 5019>, and mining corporations akin to INPEX 1605> additionally fell.
(4) Amongst export shares, precision gear akin to Olympus 7733> is powerful, and electrical gear akin to Sony G 6758>, and instruments akin to Nippon Metal 5631> are additionally sturdy.
(5) Monetary shares are blended. Banks akin to Sumitomo Mitsui FG 8316>, securities akin to Nomura 8604> had been purchased, and insurance coverage akin to T&D 8795> had been bought.
(6) The very best worth improve charge is Nintendo 7974> and different merchandise

■[Cuspair tasgaidh]Weekly High 5 (Variety of hits on Inventory Analysis PC model)
１(１) knowledge middle ── Funding demand is increasing quickly because of the AI ​​technology
２(２) a semiconductor
３(４) synthetic intelligence ── International efforts involving threat administration are ongoing
４(８) TOPIX Core 30
(23) native financial institution
* The earlier week’s rankings are in brackets

Inventory monitoring information

A shift to domestic demand and the value of stocks due to risk aversion

● Irregular decline, to assess the situation in the Middle East

Weekend 19thNikkei stock average ratefell a lot. The decline rate exceeded 1,300 yen at one point, and there were even cases where the price was sold as low as 36,733 yen. Amid concerns about the delay in the start of interest rate cuts in the United States, concerns about rising tensions in the Middle East increased today, and investors became more cautious. Israel has been reported to have launched a retaliatory attack against Iran, and although the details are unknown at this stage, if the attack targets important facilities such as nuclear facilities, there will be further concerns about the conflict worsens, and there is a possibility of active buying and selling.

The sharp decline over the weekend was due to the limited number of market participants as earnings releases were expected to begin in earnest from the second half of next week, and was more likely to impact record sales. goals driven by futures. This is an irregular decline, and while there is likely to be a correction at some point, it looks like we will have to wait and see how the situation in the Middle East develops. The search process changes daily depending on the details of the financial results. Furthermore, in terms of risk containment, the focus is likely to be on domestic demand and the value of stocks.

●“5 stocks to watch” that are expected to perform well

◆ Sumitomo Metal Mine5713> [東証Ｐ]
nickel,goldThe company is involved in the smelting of large non-ferrous metals such as silver and copper. The Hishikari Mine, located in northern Kagoshima Prefecture, is being developed by the company and is known as the only gold mine in Japan that consistently produces high-grade gold. Against the background of the increasingly tense situation in the Middle East, gold, a safe asset, tends to attract attention, and it attracts attention as a related stock. The stock price has been making changes since it peaked at 5,479 yen on April 15, but the 25-day moving average (4,860 yen as of April 19), which is going up, is acting as a line support, and the stance is to focus. to push

◆ Nippon Specialty Ceramic Industry5334> [東証Ｐ]
The main business is the manufacture and sale of car parts such as spark plugs. The company uses ceramic technology to power semiconductorWe are considering the production of ceramic substrates for use in With the electrification of power sources, power semiconductors are responsible for electrical control and exhibit excellent energy saving performance.electric vehicle (EV)It is becoming increasingly important as a key tool that is essential to the business, and growth is expected to be high. Also,All solid batteriesIt is also worth noting that the company is proceeding with the development of next generation battery products. The stock price has fluctuated from its high of 5,362 yen since it was listed on April 12, but it will be interesting to see if it rebounds as it nears the 25-day line ( 5,023 yen), which is a support line.

◆ASICS7936> [東証Ｐ]
sportswear andsports equipmentManufacture and sale of. On April 17, the official wear made by the company that will be worn by the Japanese athletes at award ceremonies and other events at the Paris Olympics and Paralympics was announced. With less than 100 days until the opening of the Olympics in Paris, interest in sports is increasing, and demand for related products and footwear is likely to increase. The stock price peaked at 7,360 yen on April 8, the highest level since it was listed, and since then it has started to decline, and recently it has fallen below the 25-day line. However, the price is approaching the 13-week line (6,183 yen), which is considered a support line, and it is considered time for a reversal.

◆ Toyo Fishing2875> [東証Ｐ]
General food manufacturer. The company mainly handles instant noodles, but also handles low temperature foods such as chilled noodles, processed foods such as cooked rice, seafood products, and refrigeration industries. Currently, sales of instant noodles such as the “MARUCHAN” series are strong overseas. In addition, in Japan, the “ChoiFish” series of frozen seafood that is easy to enjoy as snacks, main dishes, or side dishes with alcoholic beverages seems to be making well The stock price peaked at 9,909 yen, the highest level since listing on March 25, and has been stuck in the 8,800 yen to 9,700 yen range, but the 13-week line (8,772 yen), which has been going up, acting as a support line, the time to approach the same line is the time to focus on pushing.

◆ Sojitz2768> [東証Ｐ]
general trading companyCorner of.Famous US InvestorMr. Warren BuffettBerkshire Hathaway, led byBRK.B> decided on April 18 on the terms of issuing yen-denominated bonds. The total amount issued is 263.3 billion yen, which is the second largest yen bond issued by the company in 2019, and there are growing market expectations for additional investment. the Japanese stock such as trading company stocks. The stock price peaked at 4,122 yen, the highest level since listing on March 27, and then started to change, but now that it has fallen to the 75-day line (3,733 yen), I would like to stand to take by aiming to rebound.

(Diary, April 19, 2024)

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