“Chicago Nikkei Average Futures (CME)” (13th)

JUN24

O 38235 (in dollars)

H 38305

L 37980

C 38200 large margin +80 (evening ratio +10)

Vol 4009

JUN24

O 38275 (in yen)

H 38285

L 37965

C 38185 large margin +65 (evening ratio -5)

Vol 16003

“American Depositary Receipts Overview (ADR)” (13th)

In the ADR market, while Dainichi India ＜7912＞, SoftBank G ＜9984＞, Mitsui Trust ＜8309＞, Makita ＜6586＞, etc. rose in comparison with the Tokyo Stock Exchange (converted to 156.22 yen per dollar), Nittoko Electric Power ＜6988＞, Toyota ＜7203＞, Renesas ＜6723＞, Toray ＜3402＞, etc. fell, and the overall situation was mixed.

Code stock name closing price compared to previous day Japanese yen conversion price Japanese closing price ratio

7203 (TM) TOYOTA 215.64 -3.14 3369 -27

8306 (MUFG) Mitsubishi UFJ 10.28 -0.03 1606 5.5

6758 (SONY) Sony G 76.15 0.78 11896 -24

9432 (NTTYY) NTT 25.58 -0.39 160 -0.2

9983 (FRCOY) Fast Retay 25.92 -0.27 40492 -148

8316 (SMFG) Sumitomo Mitsui 11.66 0.06 9108 4

8031 (MITSY) Mitsui Mono 1012.31 2.31 7907 31

9984 (SFTBY) SoftBank G 26.48 0.82 8273 273

6954 (FANUY) FANUC 14.79 -0.11 4621 2

8001 (ITOCY) ITOCHU 91.43 -1.82 7142 11

7974 (NTDOY) Nintendo 12.85 0.23 8030 19

8766 (TKOMY) Tokio Marine HD 32.55 -0.32 5085 48

7267 (HMC) HONDA 33.79 0.01 1760 4

6902 (DNZOY) Denso 16.26 -0.35 2540 -14

8411 (MFG) Mizuho FG 3.95 -0.05 3085 9

7741 (HOCPY) HOYA 115.97 0.09 18117 -8

6503 (MIELY) Mitsubishi Electric 35.27 -0.34 2755 4.5

8053 (SSUMY) Sumitomo Corporation 26.82 -0.36 4190 -2

8002 (MARUY) Marubeni 193.36 -2.22 3021 0

5108 (BRDCY) Bridgestone 22.27 0.19 6958 2

6702 (FJTSY) Fujitsu 15.20 0.13 2375 18

6723 (RNEcy) Renesas 8.18 0.04 2557 -19.5

6301 (KMTUY) Komatsu 29.58 -0.17 4621 20

4901 (FUJIY) FUJIFILM 10.85 0.15 3390 -4

8591 (IX) oryx 107.11 -1.22 3347 13

8802 (MITEY) Ryojisho 17.88 -1.47 2793 -19.5

2802 (AJINY) Ajinomoto 38.27 -0.71 5979 -42

8267 (AONNY) ion 21.15 -0.20 3304 1

8604 (NMR) Nomura HD 5.71 -0.01 892 1.7

1925 (DWAHY) Daiwa House 26.38 -0.96 4121 -16

6762 (TTDKY) TDK 44.13 -0.15 6894 -1

7270 (FUJHY) SUBARU 10.23 -0.40 3197 -2

1928 (SKHSY) Sekisui House 23.22 -0.30 3627 17

8309 (SUTNY) Mitsui Trust 4.28 0.02 3343 60

9735 (SOMLY) SECOM 15.74 -1.31 9836 -50

7201 (NSANY) Nissan 7.13 0.02 557 -0.9

2503 (KNBWY) giraffe 14.61 -0.19 2282 20

5802 (SMTOY) Sumitomo Electric 15.21 -0.44 2376 -3

4911 (SSDOY) Shiseido 29.79 0.82 4654 -2

6988 (NDEKY) Nittoden 39.50 -0.27 12341 -109

3407 (AHKSY) Asahi Kasei 13.57 -0.19 1060 -3.5

9202 (ALNPY) ANA 3.89 0.05 3038 15

7202 (ISUZY) ISUZU 12.39 0.01 1935 -3.5

6586 (MKTAY) Makita 30.66 0.62 4790 82

7912 (DNPLY) Dainichi Seal 15.55 0.68 4860 259

3402 (TRYIY) Toray 9.94 0.78 776 -5.8

6361 (EBCOY) Ebara 43.20 0.40 13497 -58

5201 (ASGLY) AGC 7.22 0.16 5640 -37

6645 (OMRNY) OMRON 37.13 -0.89 5800 40

4704 (TMIC) trend 47.50 -0.25 7420 -53

(Top 50 by market capitalization, converted to 156.22 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (13th)

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

5801 (FUWAY) Furukawa Electric 11.79 3684 235 6.81

7912 (DNPLY) Dainichi Seal 15.55 4860 259 5.63

7752 (RICOY) Ricoh 8.55 1336 50 3.89

9984 (SFTBY) SoftBank G 26.48 8273 273 3.41

6952 (CSIOY) Casio 85.21 1331 30.5 2.35

“Top 5 ADR Decline Rate Stocks” (13th)

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

6753 (SHCAY) sharp 1.31 819 -32.4 -3.81

7731 (NINOY) Nikon 10.30 1609 -58 -3.48

6976 (TYOYY) photovoltaic 81.38 3178 -56 -1.73

6460 (SGAMY) SEGA SAMMY HD 3.66 2285 -21.5 -0.93

6988 (NDEKY) Nittoden 39.50 12341 -109 -0.88

“US Stock Market Overview” (13th)

NYDOW

Closing price: 39431.51 YoY: -81.33

Opening Price: 39591.28 High Price: 39647.39 Low Price: 39403.05

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: 16388.24 compared to the previous day: 47.37

Opening Price: 16400.31 High Price: 16407.05 Low Price: 16334.86

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: 5221.42 YoY: -1.26

Opening Price: 5233.08 High Price: 5237.26 Low Price: 5211.16

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 4.629% US 10-year government bonds 4.486%

The US stock market is mixed. The Dow average closed at 39,431.51 dollars, down 81.33 dollars, and the Nasdaq closed at 16,388.24, which rose 47.37 points.

It rose after being close to deep-seated expectations of interest rate cuts. After that, expectations of interest rate cuts receded in response to a rise in inflation expectations from the NY Fed in April, and the exchange rate stalled. Furthermore, sales that were wary of the announcement of the consumer price index (CPI), which is scheduled to be announced this week, also became heavy, and the Dow began to decline, and the decline widened towards the end of the game. High-tech was supported by the rise in Apple (AAPL) and NVDA (NVDA), which is preparing financial results, and the decline in interest rates paid off and maintained a positive zone, and ended in various ways. By sector, while automobiles, auto parts, technology, hardware, and equipment rose, consumer services declined.

Reports that the semiconductor Intel (INTC) is progressing on a deal where investment company Apollo Global Management provides 11 billion dollars to fund the construction of an Irish plant were well received and rose. The mobile terminal Apple (AAPL) rose in response to reports that it has a close partnership with Open AI, which is developing artificial intelligence (AI). The Walgreens Boots Alliance (WBA), which operates drugstore retail stores, anticipated the possibility of selling British boots under its umbrella, and rose.

The game development company GameStop (GME) and the movie theater operator AMC Entertainment (AMC) suggested a return to social media since individual investors who are said to be the initiators of the 2021 meme stock boom suggested a return to social media, so short-term speculative purchases intensified. Electric vehicle (EV) manufacturers Tesla (TSLA) and Rivian Automotive (RIVN) have reported the possibility that the government will announce new anti-China tariff measures targeting strategic fields such as EVs as early as the 14th, and each has risen. The ride-hailing service Uber Technology (UBER) received reports that the Chinese competitor “DiDi” would revive plans to enter the British market, and was wary of intensifying competition and fell.

The AI development company Open AI announced its new flagship AI model “GPT-40” at the event.

(Horiko Capital Management LLC)