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後場に注目すべき3つのポイント~3連休前で上値重くなるも米国株を素直に好感

Three points to focus on in the afternoon session~ Despite the heavy upward pressure before the 3-day weekend, the US stocks are positively viewed.

Fisco Japan ·  Aug 9 11:35

In the afternoon of the 9th, the following three points deserve attention in trading:

- The Nikkei average rebounded significantly, with a heavy upward trend before the 3-day holiday, but responded positively to US stocks. - The dollar-yen weakened due to the slow growth of Japanese stocks. - SoftBank G <9984> was the top contributor to the price increase, and Recruit HD <6098> was the second. - The Nikkei average rebounded significantly, but the trading range before the midday break was 600 yen or less due to the sluggishness of Japan's stock growth before the 3-day holiday. The special clearing price (SQ) value for August options calculated at the opening was estimated at 35,661.68 yen. - Among the stocks adopted by the Nikkei Average, TrendMicro <4704> became a stop-buy with the report of business sales, and JGC Holdings <1963> was bought due to its financial estimates. Mitsui Metals <5706> also became buyer-oriented due to the report that net profits for the current fiscal year exceeded 65%. Itochu <8001>, Resonac Holdings <4004>, Concordia Financial Group <7186>, Fuko <8354>, SoftBank Group <9984> were also bought. - On the other hand, Nexon <3659> fell significantly due to concerns about weak earnings growth prospects for Q3, and Shiseido <4911> and SUMCO <3436> continued to decline. Nikkon <7731>, Amada <6113>, and Bandai Namco HD <7832>, which were disliked due to their earnings reports, also became seller-oriented. Sun Yuden <6976>, Mitsubishi Electric <6503>, Disco <6146>, Daikin <6367>, and Nichirei <2871> fell. - In terms of industry, non-ferrous metals, petroleum and coal products, wholesale trade, service industries, and other financing businesses rose, while electric and gas industries, metal products, land transportation, air transportation, and food products fell. - Since there is calm in the stock and foreign exchange markets, trading focused on earnings reports is expected rather than index-focused trading. Since today is the peak of the earnings announcements, interest is likely to be high in earnings stocks that come out during the afternoon trading time. DIC <4631> in the 12 o'clock hour, Daio Paper <3880>, ENEOS <5020> in the 13 o'clock hour, and Meiji HD <2269>, Bridgestone <5108> in the 14 o'clock hour, are planned. - The dollar-yen weakened due to the slow growth of Japanese stocks. - The trading range so far is 147.03-147.80 yen for dollar-yen, 160.53-161.37 yen for euro-yen, and 1.0911-1.0924 dollars for euro-dollar.

- The dollar-yen weakened due to the slow growth of Japanese stocks.

- SoftBank Group <9984> contributed the most to the rise in stock prices, followed by Recruit Holdings <6098>.

- The Nikkei average rebounded significantly, with a heavy upward trend before the 3-day holiday, but responded positively to US stocks.

- The Nikkei average rebounded significantly. It ended the morning trading at 35,380.23 yen (approximate trading volume of 1.208 billion shares), up 549.08 yen (+ 1.58%) from the previous day.

- The US stock market rebounded on the 8th. The Dow average was up 683.04 dollars (+ 1.76%) to 39,446.49 dollars, the Nasdaq was up 464.21 points (+ 2.87%) to 16,660.02, and the S&P500 was up 119.81 points (+ 2.30%) to 5,319.31 at the close of trading. Due to weekly unemployment benefit claims falling below expectations, a sense of relief spread, and the stocks rose after opening, indicating that concerns about deterioration in the labor market and the economy had receded, and it remained strong throughout the day. Finally, the rate of increase expanded and ended.

- Following the surge in US stocks, the Tokyo market began trading in a buying trend. The Nikkei average started at the 35,000 yen level and expanded to 35,671.31 yen due to the yen weakening and the key dollar trading around 147.30 yen prior to the opening. After the first round of buying, the upper limit became heavy, conscious of the 3-day holiday, but the trading range remained calm with changes of 600 yen or less. The special clearing price (SQ) value estimated by the market for the August contract, calculated at the opening, was 35,661.68 yen.

- Among the stocks adopted by the Nikkei Average, TrendMicro <4704> became a stop-buy with the report of business sales, and JGC Holdings <1963> was bought due to its financial estimates. Mitsui Metals <5706> also became buyer-oriented due to the report that net profits for the current fiscal year exceeded 65%. Itochu <8001>, Resonac Holdings <4004>, Concordia Financial Group <7186>, Fuko <8354>, SoftBank Group <9984> were also bought. - Nexon <3659> fell significantly due to concerns about weak earnings growth prospects for Q3, and Shiseido <4911> and SUMCO <3436> continued to decline. Nikkon <7731>, Amada <6113>, and Bandai Namco HD <7832>, which were disliked due to their earnings reports, also became seller-oriented. Sun Yuden <6976>, Mitsubishi Electric <6503>, Disco <6146>, Daikin <6367>, and Nichirei <2871> fell.

- Nexon <3659> fell significantly due to concerns about weak earnings growth prospects for Q3, and Shiseido <4911> and SUMCO <3436> continued to decline. Nikkon <7731>, Amada <6113>, and Bandai Namco HD <7832>, which were disliked due to their earnings reports, also became seller-oriented. Sun Yuden <6976>, Mitsubishi Electric <6503>, Disco <6146>, Daikin <6367>, and Nichirei <2871> fell.

- Non-ferrous metals, petroleum and coal products, wholesale trade, service industries, and other financing businesses rose, while electric and gas industries, metal products, land transportation, air transportation, and food products fell.

- Since there is calm in the stock and foreign exchange markets, trading focused on earnings reports is expected rather than index-focused trading. Since today is the peak of the earnings announcements, interest is likely to be high in earnings stocks that come out during the afternoon trading time. DIC <4631> in the 12 o'clock hour, Daio Paper <3880>, ENEOS <5020> in the 13 o'clock hour, and Meiji HD <2269>, Bridgestone <5108> in the 14 o'clock hour, are planned.

- The dollar-yen weakened due to the slow growth of Japanese stocks.

- From the Tokyo market on the morning of the 9th, the dollar-yen increased from 147.03 to 147.80 yen, but then lost momentum at around 147 yen. The Nikkei Average stock price rose strongly from the beginning on the surge in U.S stocks, but then slowed down. The yen selling sentiment due to the positive of Japanese stocks was suppressed.

- The trading range so far is 147.03-147.80 yen for dollar-yen, 160.53-161.37 yen for euro-yen, and 1.0911-1.0924 dollars for euro-dollar.

Check stocks for the afternoon session

- 18 stocks, including Asou Foamcrete <1730> and Chordia Therapeutics <190A>, hit their daily limit-up.

*Includes temporary stopper (indicated price)

- SoftBank Group <9984> contributed the most to the rise in stock prices, followed by Recruit Holdings <6098>.

Economic indicators and remarks by important people

[Economic indicators]

- Japan's M3 money supply in July: +0.9% year-on-year (June: +1.0%).

- China's Consumer Price Index in July: +0.5% year-on-year (estimate: +0.3%, June: +0.2%).

- China's Producer Price Index in July: -0.8% year-on-year (estimate: -0.9%, June: -0.8%).

[Important Person's Remarks]

- Barkin, Richmond Federal Reserve Bank President.

"The growth of the labor market has become stable, but employment is still increasing."

"The unemployment rate is likely to rise."

"The slowdown in wage growth suggests normalization of the labor market."

"It takes time to determine whether the economy is normalizing or not."

Not applicable.

- 3:00 pm. Germany's revised Consumer Price Index for July (year-on-year estimate: +2.3%, preliminary estimate: +2.3%).

The translation is provided by third-party software.


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