Chicago Nikkei futures (CME) on the 25th.
SEP24
O 38790 (dollar-based) H 39390 L 38760 C 39340 TSE ratio +190 (evening ratio +20) Vol 6624 O 38740 (yen-based) L 38710 C 39290 TSE ratio +140 (evening ratio -30) Vol 27783
Overview of American Depositary Receipts (ADR) on the 25th. In the ADR market, Advantest <6857>, Disco <6146>, SoftBank G <9984>, Renesas <6723>, etc. rose compared to the Tokyo Stock Exchange (converted at 1 dollar = 159.66 yen), while Japan Post Bank <7182>, Japan Post <6178>, Nippon Electric Industry <6594>, Takeda Pharmaceuticals <4502>, etc. declined, and the overall trend was mixed.
L 38760
C 39340, Daiwa Stock Index +190 (Evening +20)
Vol 6624
SEP24
O 38740 (yen-based) L 38710 C 39290 TSE ratio +140 (evening ratio -30) Vol 27783
H 39340.
L 38710
C 39290, Daiwa Stock Index +140 (Evening -30)
Vol 27783
Overview of American Depositary Receipts (ADR) on the 25th.
In the ADR market, Advantest <6857>, Disco <6146>, SoftBank G <9984>, Renesas <6723>, etc. rose compared to the Tokyo Stock Exchange (converted at 1 dollar = 159.66 yen), while Japan Post Bank <7182>, Japan Post <6178>, Nippon Electric Industry <6594>, Takeda Pharmaceuticals <4502>, etc. declined, and the overall trend was mixed.
Code Company Name Closing Price Price Difference Converted Price Closing Price in Japan
7203 (TM.N) Toyota Motor Corp. 206.22 7.24 3293 -3
8306 (MUFG.N) Mitsubishi UFJ Financial Group Inc. 10.25 0.31 1637 -4.5
8035 (TOELY) Tokyo Electric Power Co Inc. 109.41 2.50 34937 537
6758 (SONY.N) Sony Corp. 82.08 0.96 13105 -65
9432 (NTTYY) Nippon Telegraph and Telephone Corp. 23.58 0.15 151 0.1
8058 (MTSUY) Mitsubishi Corp. 19.75 0.50 3153 -12
Hitachi Ltd Sponsored ADR 221.00 10.38 17642 117
First Retailing 25.67 0.39 40985 95
9984 (SFTBY) SoftBank Group 31.65 0.88 10106 168
4063 (SHECY) Shin-Etsu Chemical Co., Ltd. 19.23 0.38 6141 16
8001 (ITOCY) Itochu Corporation 95.21 3.58 7601 -14
8316 (SMFG.N) Sumitomo Mitsui Financial Group, Inc. 12.98 0.37 10358 8
8031 (MITSY) Mitsui & Co., Ltd. 936.31 16.31 7475 29
6098 (RCRUY) Recruit Holdings Co., Ltd. 10.43 0.19 8326 18
4568 (DSNKY) Dainippon Sumitomo Pharma Co., Ltd. 34.98 0.72 5585 27
9433 (KDDIY) KDDI Corporation 13.29 0.09 4244 -16
7974 (NTDOY) Nintendo Co., Ltd. 13.50 0.23 8622 -10
8766 (TKOMY) Tokyo Marine Holdings, Inc. 36.27 1.44 5791 11
7267 (HMC.N) Honda Motor Co., Ltd. 32.41 0.59 1725 -5
2914 (JAPAY) Japan Tobacco Inc. 14.00 0.11 4470 -21
6902 (DNZOY) Denso Corporation 15.56 0.31 2484 1.5
4519 (CHGCY) Chugai Pharmaceutical Co., Ltd. 17.58 0.83 5614 -23
4661 (OLCLY) Oriental Land Co., Ltd. 28.32 -0.07 4522 18
8411 (MFG.N) Mizuho Financial Group, Inc. 4.09 0.14 3265 0
6367 (DKILY) Daikin Industries, Ltd. 14.43 0.12 23039 19
4502 (TAK.N) Takeda Pharmaceutical Company Limited 12.98 0.10 4145 -31
7741 (HOCPY) HOYA Corporation 118.39 1.13 18902 97
6503 (MIELY) Mitsubishi Electric Corporation 31.89 0.32 2546 7
6981 (MRAAY) Murata Manufacturing Co., Ltd. 10.30 -0.17 3289 -11 7751 (CAJPY) Canon Inc. 27.67 0.35 4418 -17 6273 (SMCAY) SMC Ltd. 23.94 0.27 76445 185 7182 (JPPTY) Japan Post Bank Co., Ltd. 8.45 0.10 1349 -140.5 6146 (DSCSY) DISCO Corp. 38.30 -0.80 61150 1450 3382 (SVNDY) Seven & i Holdings Co., Ltd. 12.23 0.09 1953 -11.5 8053 (SSUMY) Sumitomo Corporation 25.00 0.64 3992 23 6702 (FJTSY) Fujitsu Ltd. 15.27 -0.01 2438 11.5 6201 (TYIDY) Toyota Industries Corp. 85.37 1.88 13630 0 5108 (BRDCY) Bridgestone Corp. 20.30 0.41 6482 -8 6178 (JPPHY) Japan Post Holdings Co., Ltd. 9.00 0.00 1437 -135.5 8002 (MARUY) Marubeni Corp. 185.67 0.87 2964 -1 6723 (RNECY) Renesas Electronics Corp. 9.48 0.23 3027 49 6954 (FANUY) FANUC Corp. 13.48 0.23 4304 -19 8725 (MSADY) MS&AD Insurance Group Holdings, Inc. 21.03 0.95 3358 -8 8801 (MTSFY) Mitsui Fudosan Co., Ltd. 27.40 0.50 1458 -5.5 6301 (KMTUY) Komatsu Ltd. 29.09 0.43 4645 1 4901 (FUJIY) FUJIFILM Holdings Corp. 11.59 0.08 3701 -1 6594 (NJDCY) Nidec Corp. 11.33 -0.31 7236 -55 6857 (ATEYY) Advantest Corp. 37.50 1.90 5987 173
7751 (CAJPY) Canon Inc. 27.67 0.35 4418 -17
6273 (SMCAY) SMC Ltd. 23.94 0.27 76445 185
7182 (JPPTY) Japan Post Bank Co., Ltd. 8.45 0.10 1349 -140.5
6146 (DSCSY) DISCO Corp. 38.30 -0.80 61150 1450
3382 (SVNDY) Seven & i Holdings Co., Ltd. 12.23 0.09 1953 -11.5
8053 (SSUMY) Sumitomo Corporation 25.00 0.64 3992 23
6702 (FJTSY) Fujitsu Ltd. 15.27 -0.01 2438 11.5
6201 (TYIDY) Toyota Industries Corp. 85.37 1.88 13630 0
5108 (BRDCY) Bridgestone Corp. 20.30 0.41 6482 -8
6178 (JPPHY) Japan Post Holdings Co., Ltd. 9.00 0.00 1437 -135.5
8002 (MARUY) Marubeni Corp. 185.67 0.87 2964 -1
6723 (RNECY) Renesas Electronics Corp. 9.48 0.23 3027 49
6954 (FANUY) FANUC Corp. 13.48 0.23 4304 -19
8725 (MSADY) MS&AD Insurance Group Holdings, Inc. 21.03 0.95 3358 -8
8801 (MTSFY) Mitsui Fudosan Co., Ltd. 27.40 0.50 1458 -5.5
6301 (KMTUY) komatsu Ltd. 29.09 0.43 4645 1
4901 (FUJIY) FUJIFILM Holdings Corp. 11.59 0.08 3701 -1
6594 (NJDCY) Nidec Corp. 11.33 -0.31 7236 -55
6857 (ATEYY) Advantest Corp. 37.50 1.90 5987 173
4543 (TRUMY) Terumo 16.28 0.11 2599 -0.5
8591 (IX.N) Orix 110.05 2.58 3514 2
(Market capitalization top 50, converted at 1 dollar = 159.66 yen)
Top 5 ADR gainers (25th day)
コード 銘柄名 終値 日本円換算価格 日本終値比 （％）
6857 (ATEYY) Advantest 37.50 5987 173 2.98
8601 (DSEEY) Daiwa Securities G Hq 7.76 1239 32 2.65
6146 (DSCSY) Disco 38.30 61150 1450 2.43
7259 (ASEKY) Aisin Seiki 33.72 5384 111 2.11
3659 (NEXOY) Nexon 18.86 3011 60 2.03
Top 5 ADR losers (25th day)
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 8.45 1349 -140.5 -9.43
8750 (DLICY) Dai-ichi Life Holdings 24.00 3832 -366 -8.72
6178 (JPPHY) Japan Post Holdings 9.00 1437 -135.5 -8.62
8830 (MITEY) Sumitomo Realty & Development 14.00 4470 -243 -5.16
5020 (JXHLY) ENEOS 10.00 798 -34.4 -4.13
US Stock Market Summary (25th day)
NYDOW
Closing: 39,112.16, Change from previous day: -299.05
Opening: 39,398.79, High: 39,423.26, Low: 38,997.23
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: 17,717.65, Change from previous day: 220.84
Opening: 17,572.16, High: 17,734.35, Low: 17,546.63
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: 5469.30, up 21.43 from the previous day.
Opening price: 5460.73, high: 5472.88, low: 5446.56.
Year-to-date high: 5487.03, low: 4688.68.
Previous Year High: 4,783.35, Previous Year Low: 3,808.10
The yield on 30-year US Treasury bonds was 4.38%, and the yield on 10-year US Treasury bonds was 4.249%.
The US stock market had mixed results. The Dow Jones Industrial Average closed down 299.05 points at 39,112.16, while the Nasdaq Composite closed up 220.84 points at 17,717.65.
The opening was mixed. Concern about the outlook for the economy due to the decline in the June consumer confidence index and the cautious attitude of Federal Reserve Board officials about interest rate cuts weighed on the market. The rebound of semiconductor company Nvidia supported investor sentiment, and semiconductor and artificial intelligence (AI) stocks were bought. Nvidia had fallen more than 10% from its recent high and entered a correction phase, but there seemed to be a sense of value in the stock. By sector, semiconductor and related manufacturing equipment rose sharply, while media and entertainment, automobiles and auto parts also rose. However, durable consumer goods and apparel, real estate, and materials fell.
Cruise ship operator Carnival (CCL) rose on strong earnings and a positive outlook that exceeded market expectations. Airbus (AIR), the aircraft manufacturer, lowered its full-year performance forecast and delivery target for aircraft, causing a decline. Boeing, the same industry, was also sold off. Spirit AeroSystems Holdings (SPR), which designs and manufactures aircraft, reportedly switched from a cash-only acquisition proposal that Boeing had made to a proposal centered on stock exchange, causing a decline.
Walmart (WMT), the largest retailer, fell as CFO Rainey said the second quarter (May to July) is the most difficult quarter of the year in terms of same-store sales. Discount retailer Target (TGT) fell as it announced it would hold a sale for members at the same time as Amazon's Prime Sale, causing prices to fall.
Federal Reserve Board member Bowman warned of upside risks to inflation expectations, including tight labor markets and geopolitical situations. She reiterated the need to maintain policy interest rates at high levels for a while.
(Horiko Capital Management LLC)