Chicago Nikkei futures (CME) (20th).
SEP24
O 38625 (dollar-denominated).
H 38835.
L 38285.
C 38590, TSE -20 (evening -10).
Vol 10335.
SEP24
O 38575 (yen-denominated).
H 38775.
L 38230.
C 38545, TSE -65 (evening -55).
Vol 34766.
Overview of American Depositary Receipts (ADR) market (20th).
In the ADR market, Sumitomo Corporation (8053), Mitsubishi Corporation (8058), Mizuho Financial Group (8411), Mitsubishi UFJ Financial Group (8306), etc. rose compared to the Tokyo Stock Exchange (1 dollar conversion=158.93 yen), while Japan Post Holdings (6178), Renesas Electronics (6723), Advantest Corporation (6857), and others fell, resulting in a mixed market.
Code Company Name Close Price Change from Previous Day Price in Japanese Yen Comparison with Japanese Closing Price
7203 (TM.N) Toyota Motor Corporation 194.54 0.40 3092 8
8306 (MUFG.N) Mitsubishi UFJ Financial Group 9.79 -0.04 1556 9
8035 (TOELY) Tokyo Electron Limited 108.69 -3.42 34548 -342
6758 (SONY.N) Sony Corporation 80.83 1.20 12846 51
9432 (NTTYY) Nippon Telegraph and Telephone Corporation 22.97 -0.04 146 0
8058 (MTSUY) Mitsubishi Corporation 19.35 -0.07 3075 21
6501 (HTHIY) Hitachi Ltd. Sponsored ADR 214.77 0.48 17067 27
9983 (FRCOY): First Retail, 24.99, -0.28, 39717, -93 9984 (SFTBY): Softbank Group, 31.92, -1.23, 10146, -64 4063 (SHECY): Shin-Etsu Chemical, 19.31, -0.04, 6138, -46 8001 (ITOCY): Itochu Corporation, 92.30, 0.13, 7335, 35 8316 (SMFG.N): Sumitomo Mitsui Financial Group, 12.62, 0.00, 10028, 28 8031 (MITSY): Mitsui & Co., 935.17, -4.22, 7431, 2 6098 (RCRUY): Recruit Holdings, 10.31, 0.24, 8193, -36 4568 (DSNKY): Dainippon Sumitomo Pharma, 34.37, 0.71, 5462, -2 9433 (KDDIY): KDDI Corporation, 13.01, -0.18, 4135, -20 7974 (NTDOY): Nintendo Co Ltd, 13.27, -0.53, 8436, -52 8766 (TKOMY): Tokyo Marine Holdings, 34.27, 0.48, 5447, 27 7267 (HMC.N): Honda Motor Co Ltd, 31.55, -0.26, 1671, 7.5 2914 (JAPAY): Japan Tobacco Inc, 13.80, -0.53, 4386, -3 6902 (DNZOY): Denso Corporation, 15.31, 0.20, 2433, 5.5 4519 (CHGCY): Chugai Pharmaceutical, 16.08, 0.13, 5111, -31 4661 (OLCLY): Orient Land Co Ltd, 28.23, 0.03, 4487, 14 8411 (MFG.N): Mizuho Financial Group, 3.90, 0.03, 3099, 21 6367 (DKILY): Daikin Industries, 14.42, -0.01, 22918, -107 4502 (TAK.N): Takeda Pharmaceuticals SP ADR, 12.61, -0.06, 4008, -15 7741 (HOCPY): Hoya Corporation, 116.01, -0.71, 18437, -38
4063 (SHECY): Shin-Etsu Chemical, 19.31, -0.04, 6138, -46
9433 (KDDIY): KDDI Corporation, 13.01, -0.18, 4135, -20
7974 (NTDOY): Nintendo Co Ltd, 13.27, -0.53, 8436, -52
4502 (TAK.N): Takeda Pharmaceuticals SP ADR, 12.61, -0.06, 4008, -15
8031 (MITSY): Mitsui & Co., 935.17, -4.22, 7431, 2
6098 (RCRUY): Recruit Holdings, 10.31, 0.24, 8193, -36
4568 (DSNKY): Dainippon Sumitomo Pharma, 34.37, 0.71, 5462, -2
9433 (KDDIY): KDDI Corporation, 13.01, -0.18, 4135, -20
7974 (NTDOY): Nintendo Co Ltd, 13.27, -0.53, 8436, -52
8766 (TKOMY): Tokyo Marine Holdings, 34.27, 0.48, 5447, 27
7267 (HMC.N): Honda Motor Co Ltd, 31.55, -0.26, 1671, 7.5
2914 (JAPAY): Japan Tobacco Inc, 13.80, -0.53, 4386, -3
6902 (DNZOY): Denso Corporation, 15.31, 0.20, 2433, 5.5
4519 (CHGCY): Chugai Pharmaceutical, 16.08, 0.13, 5111, -31
4661 (OLCLY): Orient Land Co Ltd, 28.23, 0.03, 4487, 14
8411 (MFG.N): Mizuho Financial Group, 3.90, 0.03, 3099, 21
6367 (DKILY): Daikin Industries, 14.42, -0.01, 22918, -107
4502 (TAK.N): Takeda Pharmaceuticals SP ADR, 12.61, -0.06, 4008, -15
7741 (HOCPY): Hoya Corporation, 116.01, -0.71, 18437, -38
6503 (MIELY) Mitsubishi Electric Corp. Unsponsored ADR, 31.27, -0.70, 2485,4 .
6981 (MRAAY) Murata Manufacturing Co., Ltd., 10.48, 0.01, 3331, -27.
7751 (CAJPY) Canon Inc., 27.25, -0.65, 4331, -9.
6273 (SMCAY) SMC Corporation, 24.04, -0.47, 76414, -276.
7182 (JPPTY) Yucho Bank Co., Ltd., 8.35, -0.15, 1327, -130.
6146 (DSCSY) DISCO Corporation, 38.50, -2.10, 61188, -922.
3382 (SVNDY) Seven & I Holdings Co., Ltd., 12.15, -0.19, 1931, -8.5.
8053 (SSUMY) Sumitomo Corporation, 24.40, -0.13, 3878, 31.
6702 (FJTSY) Fujitsu Ltd., 15.06, -0.49, 2393, -5.
6201 (TYIDY) Toyota Industries Corporation, 82.38, -0.98, 13093, 13.
5108 (BRDCY) Bridgestone Corporation, 20.22, -0.30, 6427, 0.
6178 (JPPHY) Japan Post Holdings Co., Ltd., 9.00, 0.00, 1430, -119.
8002 (MARUY) Marubeni Corporation, 185.43, -4.44, 2947, 5.5.
6723 (RNECY) Renesas Electronics Corporation, 9.59, -0.37, 3048, -80.
6954 (FANUY) FANUC Corporation, 13.18, -0.42, 4189, -27.
8725 (MSADY) MS&AD Insurance Group Holdings, Inc., 19.66, -0.02, 3125, -12.
8801 (MTSFY) Mitsui Fudosan Co., Ltd., 26.90, 0.10, 1425, 0.
6301 (KMTUY) Komatsu Ltd., 28.77, 0.47, 4572, 13.
4901 (FUJIY) Fujifilm Holdings Corporation, 11.58, -0.17, 3681, -7.
6594 (NJDCY) Nidec Corporation, 11.46, -0.05, 7285, -56.
6857 (ATEYY) Advantest 36.10 1.50 5737 -99
4543 (TRUMY) Terumo 16.24 -0.16 2581 -11.5
8591 (IX.N) ORIX 108.96 0.91 3463 14
(Market capitalization top 50, converted at 1 dollar = 158.93 yen)
Top 5 ADR gainers (20th)
コード 銘柄名 終値 日本円換算価格 日本終値比 （％）
7259 (ASEKY) Aisin Seiki 39.18 6227 974 18.54
9107 (KAIKY) Kawasaki Kisen 14.88 2365 140.5 6.32
5020 (JXHLY) ENEOS 10.32 820 21.8 2.73
9503 (KAEPY) Kansai Electric Power 8.82 2804 53.5 1.95
4578 (OTSKY) Otsuka Holdings 19.88 6319 106 1.71
Top 5 ADR losers (20th)
コード 銘柄名 終値 日本円換算価格 日本終値比 （％）
7182 (JPPTY) Japan Post Bank 8.35 1327 -130 -8.92
8750 (DLICY) Dai-ichi Life Holdings 23.00 3655 -310 -7.82
6178 (JPPHY) Japan Post 9.00 1430 -119 -7.68
8830 (MITEY) Sumitomo Realty & Development 14.00 4450 -211 -4.53
6723 (RNECY) Renesas 9.59 3048 -80 -2.56
US stock market overview (20th)
NYDOW
Closing price: 39134.76 Change from previous day: 299.90
Opening price: 38804.73 High: 39232.50 Low: 38778.46
Year-to-Date High: 40,003.59, Year-to-Date Low: 37,266.67
Previous Year High: 37,710.10, Previous Year Low: 31,819.14
NASDAQ
Closing price: 17721.59 Change from previous day: -140.65
Opening price: 17913.94, high: 17936.79, low: 17650.70.
Year-to-date high: 17862.23, low: 14510.30.
Previous Year High: 15,099.18, Previous Year Low: 10,305.24
S&P 500
Closing price: 5473.17, -13.86 compared to the previous day.
Opening price: 5499.99, high: 5505.53, low: 5455.56.
Year-to-date high: 5487.03, low: 4688.68.
Previous Year High: 4,783.35, Previous Year Low: 3,808.10
U.S. 30-year Treasury yield: 4.397%, U.S. 10-year Treasury yield: 4.26%.
The U.S. stock market was mixed. The Dow Jones Average closed up 299.90 points at 39,134.76, while the Nasdaq closed down 140.65 points at 17,721.59.
The market opened mixed. The rise in interest rates caused by a decrease in new unemployment insurance claims was offset by the Philadelphia Fed Manufacturing Index and housing starts, which indicated an economic slowdown and supported expectations of a Fed rate cut. The Nasdaq hit a record high in the morning but softened in the afternoon and was sold off, centered on semiconductor Nvidia, which had been rising for several days ahead of the triple witching day tomorrow, when stock index futures, stock index options, and individual stock options all expire. Sector-wise, energy and retail rose, while semiconductors and manufacturing equipment, as well as technology, hardware, and equipment, fell notably.
Consulting company Accenture (ACN) rose on better-than-expected quarterly earnings. Biopharmaceutical maker Gilead Sciences (GILD) announced positive clinical trial results showing its HIV treatment drug, Lenacapavir, was effective in preventing infection. Residential construction company KB Homes (KBH) rose on better-than-expected earnings announced after the last trading day. Renewable fuel company Chevron (CVX) was bought up in response to rising crude oil prices. Electronic manufacturing contractor Jabil (JBL) fell significantly. Although its quarterly earnings exceeded market expectations, the warning about weakness in the automotive and transportation markets was taken poorly. Semiconductor Nvidia's decline dragged down fellow industry players Micron Technology (MU) and Qualcomm (QCOM).
Minneapolis Fed President Kashkari, at the annual meeting of the Michigan Bankers Association, expressed the view that it would take 1-2 years for inflation to return to 2%, and emphasized that the path of policy rates would be influenced by economic conditions.
(Horiko Capital Management LLC)