I would like to pay attention to the following 3 points in the 30-day advance transaction.

■Market developments to determine solidity after a round of sales

■Sigmaxis, 25/3 revised upward operating profit of 5.25 billion yen ← 5.05 billion yen

■Notable materials on the front floor: Toyota Gosei improves quality GaN substrates and adds large breeding furnaces

■Market developments to determine solidity after a round of sales

The Japanese stock market on the 30th is likely to be a market development to determine solidity after a round of sales. In the US market on the 29th, the NY Dow depreciated by 411 dollars and the NASDAQ depreciated by 99 points. The sluggish results of 7-year bond bidding and the rise in long-term US interest rates in response to the Regional Federal Bank Economic Report (Beige Book) became a burden, and profit-making sales spread. Chicago Nikkei 225 futures are 38315 yen, 175 yen lower than Osaka. The yen exchange rate has been hovering in the 60 yen range of 157 yen per dollar.

It seems that sales will start ahead of time in the form of falling in favor of Chicago futures. Nikkei 225 futures also ended at a low price of 38170 yen during the night session, so it seems like they will start with a gap reduction. The decline in yesterday's Nikkei Stock Average widened towards the end of the market amid disgust with the rise in long-term interest rates. In addition to long-term US interest rates, it seems to make people nervous as interest rates rise in response to the May Consumer Price Index (CPI) preliminary results.

Since the Nikkei Stock Average falls below the 25th line (38423 yen), which is perceived as a support line, it is likely that the movement of holding adjustments will intensify. It seems that people will be aware of the trend approaching the milestone of 38,000 yen, and it seems that they will determine solidity at the same level. However, as it is widely sold in the US, NVIDIA continues to grow and is breaking the highest value every day. High-tech stocks with high exponential impact, such as East Elec ＜8035＞ and Lasertech ＜6920＞, etc., are selling ahead, but if it seems that solidity after the first round of sales is seen, it seems that they will move towards a stance aimed at push.

In Bollinger Bands, -1σ is located around 37970 yen, and there is a possibility that this will be support, so if it approaches 38,000 yen, it will be easy for sellers to move in to buy back. As for shopping, in addition to aiming to push semiconductor stocks, it seems that it will be a move aimed at short-term price ranges related to AI. However, since the Growth 250 Index has updated its low price, it seems that there will be a slightly divisive stance when it comes to searching for small and medium stocks.

■Sigmaxis, 25/3 revised upward operating profit of 5.25 billion yen ← 5.05 billion yen

Sigmaxis ＜6088＞ announced revisions to its earnings forecast for the fiscal year ending 2025/3. Operating income was revised upward from 5.05 billion yen to 5.25 billion yen. In addition to the fact that the accumulation of orders received in the first quarter has been progressing smoothly, it is expected that sales and administration expenses will decrease due to changes in the director system. Since an impact on net profit such as tax credits for labor costs is also expected, earnings forecasts were revised.

■Notable materials from the front

・1 dollar = 157.60-70 yen

・Expectations that US inflation will calm down

・Request for improvement of corporate value by the Tokyo Stock Exchange

・Toyota Gosei ＜7282＞Improve the quality of GaN substrates and add a large breeding furnace

・Mitsubishi Electric ＜6503＞Establishing a common digital infrastructure and creating a new data business

・Fujifilm ＜4901＞ Fujifilm BI collects and regenerates waste toner at resource recycling sites in Europe

・Strategic alliance with Hitachi ＜6501＞ US Google with generative AI to develop human resources and enhance products

・SWCC ＜5805＞ aluminum overhead transmission line withdrawal

・Collaboration with Sonac (4004) Marubeni etc. in ethylene production utilizing biomass raw materials

・Kansai Electric Power Company ＜9503＞ Takahama Units 3 and 4 can be operated for 60 years, extended by 20 years

・Isuzu's ＜7202＞ urban EV bus, low floor full flat for domestic use

・Daihen ＜6622＞ promotes energy management, proposes unit type power controllers, and self-consumption storage batteries

・Sinfonia ＜6507＞ automated cell culture device delivered to Keio University

・Glory ＜6457＞Harada Akihiro, cloud-based POS, overseas sales expansion

・Collaboration with Misumi G＜9962＞iCAD, seamless collaboration from design to parts procurement

・Nabtesco ＜6268＞Hydrogen and ammonia generation research with Gifu Pharmaceutical University

・PanaHD ＜6752＞ refrigerator sales increased 1.5 times in fiscal year 30, expanding compact and high-performance products

・Canon ＜7751＞ launches FPD lithography equipment for automobiles and smartphones

・Hitachi ＜6501＞Hitachi High-Tech extends partnership agreement with Roche

・YE DIGITAL ＜2354＞Business partnership with Toyota Loom

・East Eledeva ＜2760＞ US company monitoring platform sales and agency agreement

・JFE ＜5411＞ Vice President, Kurashiki's large-scale electric furnace “investment decision within this fiscal year”

・SHIKIBO ＜3109＞ reuse of waste cotton, development of bioplastic pellets

・Toyobo ＜3101＞ shrink label film using over 50% recycled PET

・Asahi Kasei ＜3407＞Takenaka Katsu, Senior Executive Officer “Fostering Hydrogen”

☆ Front office event schedule

＜Domestic＞

・Nothing in particular

＜Overseas＞

・Nothing in particular