The number of gains and falls of the Nikkei Average constituent stocks as of closing 13 days ago was 2 stocks unchanged: 156 stocks with price increases and 67 stocks with price drops.

The Nikkei Average continued to rise drastically. The forward transaction was closed at 35785.55 yen (estimated turnover 1 billion 80 million shares), 760.55 yen higher (+ 2.17%) compared to the previous business day.

The US stock market on the 12th was mixed. The Dow average closed at 39357.01 dollars (-0.36%) depreciated by 140.53 dollars, the NASDAQ was 16780.61, 35.31 points higher (+ 0.21%), and the S&P 500 closed at 5344.39, 0.23 points higher (+ 0.004%). After falling close due to a rekindling of expectations for a soft landing, it rose. After that, it was reported that a retaliatory attack on Israel by Iran was imminent, and sales, which were disgusted by rising geopolitical risks, accelerated, and the market price began to decline. Buybacks of semiconductors such as NVIDIA were spurred by a sense of affordability, and the NASDAQ index remained steady. Meanwhile, the Dow also saw adjusted sales ahead of the announcement of important inflation indicators, and the decline widened until the end of the game, and ended in a situation where the decline widened.

The fact that the exchange rate depreciated to the 148 yen level of 1 dollar was viewed as material, and the Tokyo market started with a buying advantage after the consecutive holidays. Since one corner of semiconductor stocks was bought, there was also a scene where the Nikkei Average temporarily recovered to the 36,000 yen level, and the increase exceeded 1000 yen compared to the previous business day. After a round of buying, it became a fight at the 35800 yen level, but after 8/2, it looked like the empty mud (35849.77 yen - 35880.15 yen) was filled.

Among stocks adopted by the Nikkei Average, Fujikura ＜5803＞ took over the rise last weekend and became the buying advantage, and Sompo Holdings ＜8630＞, Tokio Marine ＜8766＞, and MS&AD ＜8725＞ were also bought because financial results were viewed as material. In addition, Ebara Seisakusho (6361), Keyence (6861), Fujikura (5803), TDK (6762), Sony Group (6758), and Advantest (6857) also had a buying advantage. Furthermore, in the regular review of the constituent stocks of the “Global Standard Index,” which is a representative stock price index announced by MSCI, the adopted KOKUSAI ＜6525＞ was significantly higher.

Meanwhile, financial results were viewed negatively, and Sharp ＜6753＞ and Meiji Holdings ＜2269＞ fell, and Yamato Holdings ＜9064＞ and NXHD ＜9147＞, which were excluded from the MSCI Global Standard Index, became dominant in sales. In addition, Oji HD ＜3861＞, Shimizu Corporation ＜1803＞, ZOZO ＜3092＞, and Kashima Kensetsu ＜1812＞ were sold.

By industry, insurance, shipping, electrical equipment, mining, securities/commodity futures trading, etc. rose, while the air transport industry, land transportation industry, pulp/paper, rubber products, and other products declined.

The top contributor to price increases was Toelec (8035), which boosted the Nikkei Average by about 132 yen with 1 stock. Advantest ＜6857＞ came in the same 2nd place, followed by SoftBank G ＜9984＞, TDK ＜6762＞, Fast Rite ＜9983＞, Daiichi Sankyo ＜4568＞, Sony G ＜6758＞, etc.

Meanwhile, the top contributor to price drops became Recruit HD (6098), which pushed down the Nikkei Average by about 13 yen with 1 stock. The same 2nd place was Kao ＜4452＞, followed by Nintendo ＜7974＞, OLC ＜4661＞, ZOZO ＜3092＞, Meiji HD ＜2269＞, Yamato HD ＜9064＞, etc.

* As of 11:30

Nikkei Stock Average 35785.55 (+760.55)

Number of rising stocks 156 (contribution +821.89)

Number of stocks that have dropped in price 67 (contribution - 61.34)

Number of unchanged stocks 2

○Top stocks that have risen in price

Code stock's recent price contribution compared to the previous day

＜8035＞ East Electric 27165 1355 132.89

＜6857＞ ADVANTE 6108 316 82.64

＜9984＞ SoftBank G 7888 300 58.84

＜6762＞ TDK 9405 554 54.33

＜9983＞ First Lite 39880 240 23.54

＜4568＞ Daiichi Sankyo 5691 233 22.85

＜6758＞ Sony G 13000 675 22.07

＜4063＞ Shin-Etsu Chemical 6068 121 19.78

＜6988＞ Nitto Denko 11270 590 19.29

＜4704＞ Trend Micro 8316 574 18.76

＜4543＞ Terumo 2678 67 17.39

＜6954＞ FANUC 3985 98 16.02

＜6367＞ Daikin Industries 17415 485 15.86

＜6920＞ Lasertec 28010 1090 14.25

＜6861＞ KEYENCE 64100 4290 14.02

＜8766＞ Tokio Marine HD 5166 260 12.75

＜7733＞ Olympus 2481 89 11.57

＜9735＞ SECOM 9696 307 10.04

＜7203＞ Toyota Motor 2508 60 9.81

＜6981＞ Murata Manufacturing 2875 112 8.79

○Top stocks that have dropped in price

Code stock's recent price contribution compared to the previous day

＜6098＞ Recruit HD 8166 -136 -13.34

＜4452＞ Kao 6279 -150 -4.90

＜7974＞ Nintendo 7685 -116 -3.79

＜4661＞ Oriental Land 3829 -89 -2.91

＜3092＞ ZOZO 4295 -84 -2.75

＜2269＞ Meiji HD 3443 -195 -2.55

＜9064＞ Yamato HD 1539 -75 -2.45

＜9201＞ Japan Airlines 2210 -58 -1.90

＜4507＞ Shionogi Pharmaceutical 6220 -55 -1.80

＜5108＞ Bridgestone 5530 -52 -1.70

＜6753＞ sharp 818 -48.7 -1.59

＜7741＞ HOYA 19605 -90 -1.47

＜8267＞ AEON 3467 -42 -1.37

＜9843＞ NITORI HD 19640 -75 -1.23

＜2282＞ Nippon Ham 5066 -73 -1.19

＜6273＞ SMC 64410 -340 -1.11

＜7911＞ TOPPAN 3864 -65 -1.06

＜9147＞ NXHD 6605 -287 -0.94

＜8802＞ Mitsubishi Estate 2252 -26 -0.85

＜3099＞ Isetan Mitsukoshi HD 2314 -25.5 -0.83