3 points you should pay attention to in the back room ~ the purchase didn't continue even after putting it in the 39,000 yen range at one point

Fisco Japan · Jun 3 11:22

6月3日の後場の取引では以下の3つのポイントに注目したい。

・日経平均は続伸、一時39000円台乗せるも買いは続かず

・ドル・円は下げ渋り、アジア株高で

・値上り寄与トップはファーストリテ＜9983＞、同2位は東エレク＜8035＞

■日経平均は続伸、一時39000円台乗せるも買いは続かず

日経平均は続伸。前営業日比361.75円高（+0.94％）の38849.65円（出来高概算8億6000万株）で前場の取引を終えている。

5月31日の米国株式市場はまちまち。ダウ平均は574.84ドル高（＋1.51％）の38686.32ドル、ナスダックは2.06ポイント安（－0.01％）の16735.02、S&P500は42.03ポイント高（＋0.80％）の5277.51で取引を終了。4月コアPCE価格指数が予想通りとなったため年内の利下げ期待に買われ、寄り付き後、上昇。ダウは終日堅調に推移し、月末での調整、指数の入れ替えなどが影響し終盤にかけ上げ幅を拡大した。一方、ナスダックは半導体セクターでの利益確定売りに押され大きく下落に転じたあと下げ幅を縮小し、まちまちで終了。

米国株が高安まちまちだったものの、東京市場は買い優勢で取引を開始した。金融株が引き続き買われたことなどから日経平均はじりじりと上げ幅を拡大し、一時39000円台に乗せた。ただ、39000円より上を買い上げる投資家は引き続き不在のため、買い一巡後は上げ幅を縮小した。

日経平均採用銘柄では、目立った材料は観測されていないが、足元年初来安値を更新していた住友ファーマ＜4506＞が引き続き買われたほか、一部レポートが材料視されて大成建設＜1801＞、メルカリ＜4385＞が上昇。また、シャープ＜6753＞が堺にAI向けデータセンタ拠点を構築と伝わったことで買われた。このほか、大和証G＜8601＞、東京海上＜8766＞、MS＆AD＜8725＞、コンコルディア・フィナンシャルグループ＜7186＞など金融株の上げが目立った。

一方、ソシオネクスト＜6526＞、ディスコ＜6146＞、SUMCO＜3436＞など半導体関連の一角が弱いほか、古河電工＜5801＞、フジクラ＜5803＞と電線関連も売られた。このほか、ニデック＜6594＞、レゾナック＜4004＞、トヨタ自＜7203＞、ソフトバンクG＜9984＞がさえない。

業種別では、保険業、証券・商品先物取引業、鉱業、石油・石炭製品、海運業などが上昇した一方、電気・ガス業、金属製品、医薬品、非鉄金属、空運業の5セクターのみ下落した。

日経平均は、25日移動平均線を上回ったが、75日移動平均線が位置する38960円水準で上値が重くなっている。一方、TOPIXは、3月27日以来（取引時間ベース）となる2800ポイント台に一時乗せた。足元、銀行や保険株の上昇が目立っていることから、3月22日の年初来高値2813.22ポイント（終値ベース）が迫ってきた。前場安かったトヨタ自がほかの自動車株同様しっかりの展開となれば、後場、TOPIXの動向に注目が集まろう。

■ドル・円は下げ渋り、アジア株高で

3日午前の東京市場でドル・円は下げ渋り、157円33銭から156円99銭まで下落後は157円20銭台に戻した。米10年債利回りは底堅く、ドル売りを弱めた。一方、日経平均株価の強含みや香港ハンセン指数の大幅高を受け、円売りが主要通貨を支えた。

ここまでの取引レンジは、ドル・円は156円99銭から157円33銭、ユーロ・円は170円43銭から170円75銭、ユーロ・ドルは1.0848ドルから1.0858ドル。

■後場のチェック銘柄

・ダイサン＜4750＞、新東＜5380＞など、6銘柄がストップ高

※一時ストップ高（気配値）を含みます

・値上り寄与トップはファーストリテ＜9983＞、同2位は東エレク＜8035＞

■経済指標・要人発言

【経済指標】

・日・1-3月期法人企業統計調査・全産業設備投資：前年比+6.8％（10-12月期： +16.4％）

・中・5月財新製造業PMI：51.7（予想：51.6、4月：51.4）

【要人発言】

・加藤日銀理事

「ETFの処分を含めた今後の取り扱いは、ある程度時間をかけてしっかり検討」

＜国内＞

・特になし

＜海外＞

・特になし

I would like to pay attention to the following 3 points in the backstage transaction on 6/3.

・The Nikkei Average continued to rise, and buying did not continue even though it was temporarily added to the 39,000 yen level

・The dollar and yen are reluctant to decline, and Asian stocks are strong

・The top contributor to price increases is Fast Rite ＜9983＞, and East Elec ＜8035＞ is in the same 2nd place

■The Nikkei Average continued to rise, and buying did not continue even though it was temporarily added to the 39,000 yen level

The Nikkei Average continues to rise. The front-end transaction was closed at 38849.65 yen (estimated turnover of 860 million shares), which was 361.75 yen higher (+0.94%) compared to the previous business day.

The US stock market on May 31 was mixed. The Dow average closed at 38686.32 dollars, which was 574.84 dollars higher (+1.51%), the NASDAQ was 2.06 points lower (-0.01%) at 16735.02, and the S&P 500 closed at 5277.51, which was 42.03 points higher (+ 0.80%). Since the April core PCE price index was as expected, it was bought in anticipation of interest rate cuts by the end of the year, and after being close, it rose. The Dow remained strong throughout the day, and adjustments at the end of the month, index replacements, etc. had an impact, and the range of gains expanded at the end of the game. Meanwhile, the NASDAQ was pushed by profit-taking sales in the semiconductor sector and turned to a major decline, then reduced the decline and ended in a mixed situation.

Although US stocks had mixed prices, the Tokyo market had a buying advantage and began trading. Due to the fact that financial stocks continued to be bought, etc., the Nikkei Average gradually expanded its increase, and it temporarily rose to the 39,000 yen range. However, since there are still no investors who buy more than 39,000 yen, the increase was reduced after the first round of purchases.

No conspicuous materials have been observed in stocks adopted by the Nikkei Average, but Sumitomo Pharma ＜4506＞, which had updated its year-to-date low, continued to be bought, and some reports were viewed as material, and Taisei Corporation (1801) and Mercari (4385) rose. Also, it was purchased because Sharp ＜6753＞ built a data center base for AI to Sakai. In addition, increases in financial stocks such as Daiwa Stock Exchange G ＜8601＞, Tokio Marine ＜8766＞, MS&AD ＜8725＞, and Concordia Financial Group ＜7186＞ were conspicuous.

Meanwhile, semiconductor-related ones such as Socionext ＜6526＞, DISCO ＜6146＞, and SUMCO ＜3436＞ are weak, and furukawa Electric ＜5801＞ and Fujikura ＜5803＞ were also sold. Other than this, there aren't even Nidec ＜6594＞, Resonac ＜4004＞, Toyota's own ＜7203＞, and SoftBank G＜9984＞.

By industry, while insurance, securities and commodity futures trading, mining, petroleum and coal products, shipping industries, etc. rose, only 5 sectors of electricity and gas, metal products, pharmaceuticals, nonferrous metals, and air transport declined.

The Nikkei Average was above the 25-day moving average, but the upper price is getting heavier at the 38960 yen level where the 75-day moving average is located. Meanwhile, TOPIX temporarily placed it in the 2800 point range since 3/27 (based on transaction time). Since the rise in banks and insurance stocks is currently conspicuous, the year-to-date high price of 2813.22 points (based on closing price) on March 22 is approaching. If Toyota itself, which was cheap in the front market, develops steadily like other automobile stocks, attention will be drawn to trends in TOPIX in the back field.

■The dollar and yen are reluctant to decline, and Asian stocks are strong

The dollar and yen declined slowly in the Tokyo market on the morning of the 3rd, and after falling from 157 yen 33 yen to 156 yen 99 yen, it returned to the 157 yen 20 yen range. The yield on 10-year US bonds was solid, weakening dollar sales. Meanwhile, yen sales supported major currencies in response to the strong Nikkei Stock Average and the drastic rise in the Hong Kong Hang Seng Index.

The trading range up to this point is from 156 yen 99 yen to 157 yen 33 sen for the dollar and yen, 170 yen 43 yen to 170 yen 75 sen for the euro and yen, and 1.0848 to 1.0858 dollars for the euro dollar.

■Backstage check stocks

・6 stocks, such as Daisan ＜4750＞ and Shinto ＜5380＞, etc., are stop-high

*Includes temporary stop height (sign value)

・The top contributor to price increases is Fast Rite ＜9983＞, and East Elec ＜8035＞ is in the same 2nd place

■Economic indicators and statements from key figures

[Economic indicators]

・Japan/January-March corporate statistics survey ・Total industrial equipment investment: +6.8% compared to previous year (fiscal year 10-12: +16.4%)

・Mid-May fiscal new manufacturing PMI: 51.7 (forecast: 51.6, April: 51.4)

[Remarks by VIPs]

・Bank of Japan Governor Kato

“Future handling, including the disposal of ETFs, will be thoroughly examined over a certain period of time”

＜Domestic＞

・Nothing in particular

＜Overseas＞

・Nothing in particular

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

後場に注目すべき3つのポイント～一時39000円台乗せるも買いは続かず

3 points you should pay attention to in the back room ~ the purchase didn't continue even after putting it in the 39,000 yen range at one point

Risk Disclaimer

Statement