“Chicago Nikkei Average Futures (CME)” (4 days)

JUN24

O 38675 (in dollars)

H 38890

L 38290

C 38430 large proof ratio - 320 (evening ratio -10)

Vol 7834

JUN24

O 38675 (in yen)

H 38890

L 38290

C 38425 large proof ratio - 325 (evening ratio -15)

Vol 32644

“American Depositary Receipts Overview (ADR)” (4th)

In the ADR market, Japan Post Bank ＜7182 ＞, Renesas ＜6723＞, Honda Motor ＜7267＞, Fujifilm ＜4901＞, Denso ＜6902＞, ITOCHU Corporation ＜8001＞, Advantest ＜6857＞, etc. fell in comparison with the Tokyo Stock Exchange (equivalent to 154.85 yen per dollar), and almost completely depreciated.

Code stock name closing price compared to previous day Japanese yen conversion price Japanese closing price ratio

7203 (TM.N) Toyota Motor 210.38 -1.79 3258 -40

8306 (MUFG.N) Mitsubishi UFJFG 10.77 -0.07 1668 -15.5

8035 (TOELY) Tokyo Elec 110.40 1.10 34191 -269

6758 (SONY.N) Sony 86.03 2.43 13322 -18

9432 (NTTYY) NTT 24.69 0.10 153 -1.2

8058 (MTSUY) Mitsubishi Corporation 21.06 -0.33 3261 -44

6501 (HTHIY) Hitachi 211.91 2.24 16407 -153

9983 (FRCOY) Fast Lite 26.00 0.01 40261 -249

9984 (SFTBY) SoftBank G 28.80 -0.29 8919 -84

4063 (SHECY) Shin-Etsu Chemical 19.02 0.15 5890 -57

8001 (ITOCY) ITOCHU Corporation 94.90 -0.57 7348 -118

8316 (SMFG.N) Sumitomo Mitsui FG 13.28 -0.10 10282 -58

8031 (MITSY) Mitsui & Co. 1001.80 -25.37 7756 -77

6098 (RCRUY) Recruit HD 11.00 1.00 8517 263

4568 (DSNKY) Daiichi Sanko 34.79 0.06 5387 -46

9433 (KDDIY) KDDI 14.00 0.09 4336 -38

7974 (NTDOY) Nintendo 14.19 0.47 8789 -61

8766 (TKOMY) Tokio Marine HD 35.40 -0.70 5482 -52

7267 (HMC.N) Honda Motor 32.71 -0.89 1688 -38

2914 (JAPAY) Japan Tobacco 14.65 0.28 4537 -33

6902 (DNZOY) Denso 16.20 -0.01 2509 -41

4519 (CHGCY) Chugai Pharmaceutical 15.34 0.05 4751 -36

4661 (OLCLY) ORIENLAND 29.33 0.39 4542 -11

8411 (MFG.N) Mizuho FG 4.13 -0.09 3198 -11

6367 (DKILY) Daikin Industries 14.90 0.08 23073 -227

4502 (TAK.N) Takeda Pharmaceutical 13.40 0.03 4150 -42

7741 (HOCPY) HOYA 122.59 -0.10 18983 -157

6503 (MIELY) Mitsubishi Electric 35.50 0.50 2749 -19

6981 (MRAAY) Murata Manufacturing 9.75 0.06 3020 -40

7751 (CAJPY) Canon 29.84 -0.08 4621 -43

6273 (SMCAY) SMC 25.65 0.02 79438 -532

7182 (JPPTY) Japan Post Bank 8.95 0.00 1386 -175.5

6146 (DSCSY) disco 38.00 -0.10 58843 -187

3382 (SVNDY) Seven & i HD 13.08 0.17 2025 -20.5

8053 (SSUMY) Sumitomo Corporation 26.00 -0.32 4026 -43

6702 (FJTSY) Fujitsu 15.12 0.60 2341 -26.5

6201 (TYIDY) TOYOTA INDUSTRIES 93.02 0.03 14404 -221

5108 (BRDCY) Bridgestone 21.69 -0.29 6717 -75

8002 (MARUY) Marubeni 194.41 -1.91 3010 -23

6723 (RNECY) Renesas 9.22 -0.09 2855 -66.5

6954 (FANUY) FANUC 14.18 0.10 4392 -63

8725 (MSADY) MS&AD InsiHD 21.19 -0.21 3281 -27

8801 (MTSFY) Mitsui Fudosan 28.60 0.80 1476 -16

6301 (KMTUY) Komatsu Seisakusho 29.41 -0.23 4554 -61

4901 (FUJIY) FUJIFILM 11.46 0.10 3549 -65

6594 (NJDCY) Nidec 12.19 -0.09 7550 -76

6857 (ATEYY) ADVANTEST 33.90 -0.20 5249 -82

4543 (TRUMY) Terumo 16.74 -0.18 2592 -34.5

8591 (IX.N) ORIX 110.32 -0.47 3417 -34

8802 (MITEY) Mitsubishi Estate 16.83 0.03 2606 -34

(Top 50 by market capitalization, converted to 154.85 yen per dollar)

“Top 5 ADR Growth Rate Stocks” (4th)

Code stock name closing price Japanese yen conversion price Japanese closing price ratio (%)

7259 (ASEKY) Aisin Seiki 39.18 6067 356 6.23

6098 (RCRUY) Recruit HD 11.00 8517 263 3.19

8630 (SMPNY) SOMPOHD 10.83 3354 43 1.30

5401 (NPSCY) Nippon Steel 7.49 3479 30 0.87

4911 (SSDOY) Shiseido 33.19 5139 36 0.71

“Top 5 ADR depreciation rate stocks” (4th)

Code stock name closing price Japanese yen conversion price Japanese closing price ratio (%)

7182 (JPPTY) Japan Post Bank 8.95 1386 -175.5 -11.24

8750 (DLICY) Dai-ichi Life HD 24.00 3716 -439 -10.57

2801 (KIKOY) Kikkoman 22.90 1773 -63 -3.43

6752 (PCRHY) Panasonic 8.70 1346 -47 -3.37

6723 (RNECY) Renesas 9.22 2855 -66.5 -2.28

“US Stock Market Overview” (4th)

NYDOW

Closing price: 38711.29 compared to the previous day: 140.26

Opening Price: 38518.86 High Price: 38786.62 Low Price: 38397.82

Year-to-date high: 40003.59 year-to-date low: 37266.67

Previous year high: 37710.10 Previous year low price: 31819.14

Nasdaq

Closing price: 16857.05 compared to the previous day: 28.38

Opening Price: 16823.88 High Price: 16891.87 Low Price: 16750.39

Year-to-date high: 17019.88 year-to-date low: 14510.30

Previous year high: 15099.18 Previous year low price: 10305.24

S&P 500

Closing price: 5291.34 compared to the previous day: 7.94

Opening Price: 5278.24 High Price: 5298.80 Low Price: 5257.63

Year-to-date high: 5321.41 year-to-date low: 4688.68

Previous year high: 4783.35 Previous year low price: 3808.10

US 30-year government bonds 4.474% US 10-year government bonds 4.328%

The US stock market rose. The Dow average closed at 38,711.29 dollars, which rose 140.26 dollars, and the Nasdaq closed at 16,857.05, which was 28.38 points higher.

After getting close to the sense of uncertainty surrounding the economy and interest rates, it was mixed. After that, when the number of JOLT job offers announced fell short of expectations and expectations for interest rate cuts in September were rekindled, the market price began to rise. On the NASDAQ, profit-taking sales and buying due to falling interest rates intersected, but towards the end of the market, it rose as the semiconductor NVIDIA (NVDA) rose one level higher. The increase in the market widened and ended. By sector, telecommunications services rose while materials and banks declined.

Cruise ship carnivals (CCL) have risen due to analysts' increased investment decisions. Personal Care Bath and Body Works (BBWI) had a weak outlook for the second quarter and was sold. Game Stop (GME), which sells games, declined in response to reports that Internet Securities E-Trade is considering prohibiting the use of its own platform by Mr. Gill, who is the meme stock initiator against individual investors, and reports that the Securities and Exchange Commission (SEC) may also investigate due to doubts about stock price manipulation.

Electric vehicle manufacturer Tesla (TSLA) was disgusted by reports that Chief Executive Officer Musk (CEO) instructed NVIDIA artificial intelligence (AI) chips that were supposed to be secured for Tesla to be delivered to social media X and XAI, and fell.

Cloud Strike (CRWD), a cybersecurity product service company, announced quarterly financial results after the transaction ended. There are concerns about some forecasts, and they are being sold through overtime trading.

(Horiko Capital Management LLC)