日経平均採用銘柄では、好業績や株主還元策などが材料視されて味の素＜2802＞が買われて、上場来高値を更新したほか、三菱重＜7011＞、日本製鋼所＜5631＞など政策関連銘柄も上昇した。このほか、野村総合研究所＜4307＞、ZOZO＜3092＞、富士通＜6702＞、京成電鉄＜9009＞、ソフトバンクグループ＜9984＞などが買われた。The Nikkei average rebounded. It ended the morning session at 39,515.36 yen, up 133.95 yen (+0.34%) from the previous day, with an estimated volume of 1.280 billion shares traded.
The U.S. stock market on the 7th was mixed. The Dow Jones fell by 0.59 dollars to 43,729.34 dollars, while the Nasdaq rose by 285.99 points to 19269.46. Buying continued to be influenced by the favorable reaction to Mr. Trump's victory in the presidential election, and expectations of a rate cut at the Federal Open Market Committee (FOMC) led to buying. The Nasdaq continued to rise following the expected rate cut by the Federal Reserve Board at the FOMC, resulting in a decline in long-term interest rates. While the overall market was pushed up, the Dow failed to maintain its positive territory and ended mixed.
Despite the mixed performance in the U.S. stock market, the Tokyo market opened with a buying trend driven by the strong movement of the Nasdaq. Trading was influenced by the calculation of the November options special clearing index (SQ) in the morning, which leaned slightly towards buying, which led the Nikkei average to expand its gains to 39,818.41 yen. However, it gradually narrowed its gains due to not reaching yesterday's high of 39,884.01 yen. Interest shifted towards earnings announcement stocks, leading to a consolidation around the 39,500 yen level before the morning close. The approximate SQ value was 39,901.35 yen.
Among the stocks included in the Nikkei average index, Ajinomoto <2802> was bought due to good performance and shareholder return measures, setting a new all-time high. Mitsubishi Heavy Industries <7011>, Nippon Steel <5631>, and other policy-related stocks also rose. In addition, Nomura Research Institute <4307>, ZOZO <3092>, Fujitsu <6702>, Keisei Electric Railway <9009>, SoftBank Group <9984>, and others were bought.
On the other hand, Tokyu Fudosan Holdings <8905>, Kurita Water Industries <6370>, Olympus <7733>, Ricoh <7752>, Asics <7936>, Mizuno <8022>, Orix <8591>, Mitsui Fudosan <8801>, Sumitomo Realty & Development <8830>, Tokyu <9005>, TV Asahi Holdings <9409>, SoftBank Group <9434>, Fujita Kanko <9722>, and others are scheduled to report their earnings.
By industry sector, information & communication, services, precision instruments, food products, and retail rose, while pulp & paper, transportation equipment, mining, rubbers, and petroleum & coal declined.
The exchange rate remained quiet in the high 153 yen per dollar range. In the afternoon session at the Tokyo market, interest is expected to be focused on earnings announcement stocks more than in the morning session, leading to a lack of direction for the Nikkei average. The earnings announcement stocks to be released during trading hours are as follows: in the 12 o'clock hour, Toyo Suisan <2875>, IIJ <3774>; in the 13 o'clock hour, Hankyu Hanshin Holdings <8078>, Yamatane Corporation <9305>; in the 2 o'clock hour, Morinaga Milk Industry <2264>, AGC <5202>; at 3 o'clock, Fudo Tetra <1813>, Takara Holdings <2531>, Miyachi Corporation <3431>, SUMCO <3436>, Mitsubishi Gas Chemical <4182>, Kansai Paint <4613>, Kobayashi Pharmaceutical <4967>, Ohara Metal Industry <5541>, Nippon Steel <5631>, Mitsui Mining & Smelting <5706>, Mitsubishi Diamond <5711>, Toho Titanium <5727>, Shizuoka Gas <5831>, Kubota Corporation <6326>, Olympus <7733>, Ricoh <7752>, Asics <7936>, Mizuno <8022>, Orix <8591>, Mitsui Fudosan <8801>, Sumitomo Realty & Development <8830>, Tokyu <9005>, TV Asahi Holdings <9409>, SoftBank <9434>, Fujita Kanko <9722>, and more.