I would like to pay attention to the following 3 points in the pre-market transaction on the 24th.

■There is also a possibility that Nidec will brighten up sentiment

■Nidec, 25/3 upward revised operating income 240 billion yen ← 230 billion yen

■Notable materials from the front: Nidec, sales for the 31/3 fiscal year ended 10 trillion yen, led by 5 businesses such as AI

■There is also a possibility that Nidec will brighten up sentiment

The Japanese stock market on the 24th is likely to have such a strong sense of market development. In the US market on the 23rd, the NY Dow depreciated by 57 dollars and the NASDAQ depreciated by 10 points. As financial results announcements from major companies began in earnest, the mood to determine the details of financial results intensified. Also, while waiting for the results of important inflation and economic indicators scheduled to be announced this week, sales with adjusted holdings became dominant. The Chicago Nikkei 225 futures settlement price is 39500 yen, 40 yen lower than Osaka. The yen exchange rate has been hovering at 155 yen 60 yen per dollar.

It seems that sales will start slightly ahead of schedule in the form of falling in favor of Chicago futures. Alphabet, which announced financial results after the end of trading in the US, exceeded expectations in sales and profit per share, but declined slightly in overtime trading and remained the same. Also, the fact that Tesla's profit per share fell below expectations was disgusted, and it has been declining by more than 6%. As financial results for US high-tech companies are in full swing next week, it seems that aggressive trading will be refrained.

Yesterday's Nikkei Stock Average began before buying, but was unable to capture the milestone of 0.04 million yen, and then it ended with a slight decline in a low trend. Today will be affected by the depreciation of US stocks, but interest is likely to be drawn to Nidec (6594), which announced financial results after yesterday's close, and if the company seems to strengthen its rebound, it seems to brighten up sentiment. As financial results announcements are in full swing in both Japan and the US, it is easy for searches using individual financial results as clues to become active.

While the 25th line of the Nikkei Stock Average is perceived as a resistance line, there is a possibility that the 75-day line, which is located around 39,000 yen, will gradually become aware. However, it is thought that the movements that will be actively initiated during the settlement season will be limited, and if there is a movement leading by futures, it is likely that they will move towards a stance aimed at boosting that assumes a rebound thereafter.

Also, although the SOX index fell in the US, the impact of the NXP Semiconductors' decline was significant, and it was factored in by a sharp drop outside of the previous day's hours. NVIDIA fell, but it was a slight decline, and it is currently on a rebound trend due to lower price rounding up. While East Elec ＜8035＞ is showing weak price movements domestically, solidity at the 200-day line level has also been seen, and it seems that they are aiming to wait and see the push for high-tech stocks.

■Nidec, 25/3 upward revised operating income 240 billion yen ← 230 billion yen

Nidec (6594) announced revisions to its earnings forecast for the fiscal year ending 2025/3. Sales were revised upward from 2 trillion400 billion yen to 2 trillion500 billion yen, and operating profit was revised upward from 230 billion yen to 240 billion yen. Demand for server cooling systems for generative AI (artificial intelligence) will expand. At the same time, it was announced that 1 share will be split into 2 shares using the end of September as the reference date.

■Notable materials from the front

・The VIX Index declined (14.72, -0.19)

・Long-term US interest rates have declined

・Expectations that US inflation will calm down

・Request for improvement of corporate value by the Tokyo Stock Exchange

・Nidec ＜6594＞ sales for the fiscal year ended 31/3 were 10 trillion yen, led by 5 businesses such as AI

・Nippon Steel ＜5401＞Dissolution of joint venture with China Baosteel, automobile steel plate, centered on the US and India

・Hitachi ＜6501＞ sells air conditioning joint venture to Bosch, Germany

・Ain HD ＜9627＞ Amazon collaborates with 9 online medication guidance services and pharmacies

・Safe operation of Fujitsu ＜6702＞ forklifts, AI evaluation with a flat-rate system, and Toyota Loom

・Marubeni ＜8002＞ invests in nuclear fusion start-ups and creates new businesses in the decarbonization field

・Furukawa Electric (5801) sells lead-acid batteries to investment funds and reviews business strategy

・NEC ＜6701＞ drone route development/demonstration, NEDO, 4-party adoption

・JTEKT ＜6473＞ Verification of effective use of renewable energy, opening of new facilities

・JFEHD ＜5411＞Utilize new regional electric power, geothermal/hydraulic power in Iwate with JFE Engi and Hachimantai City, etc.

・Anritsu ＜6754＞5G communication radio frequency testing machine, compatible with 2 certifications with 1 measuring instrument

・Mimaki Engineering ＜6638＞ transfer printing reduces wastewater by 90%, new model this fall

・Demonstration of converting sewage sludge into fuel with Hitachi Zosen ＜7004＞AIST G in Kagoshima City

・NEC ＜6701＞ Utilizing LLM and image analysis to grasp the disaster situation, demonstrated in Tsukuba City

・PanaHD＜6752＞ “Nano Care” is deep-cultivated in Asia, leading the market share with hair dryers

・Sanken Electric ＜6707＞ mass production of ICs for large power, enhanced noise countermeasures

☆ Front office event schedule

＜Domestic＞

・Nothing in particular

＜Overseas＞

・Nothing in particular