日経平均採用銘柄では、市場コンセンサスを大幅に下回ったことでレーザーテックがきつい下落となったほか、ソシオネクスト、富士通＜6702＞、ニコン＜7731＞、住友重＜6302＞も決算内容が嫌気されて売り優勢となった。また、フジクラ＜5803＞、古河電工＜5801＞など電線株も弱い。このほか、資生堂＜4911＞、ソフトバンクG＜9984＞、日本電気硝子＜5214＞、東京エレクトロン＜8035＞、JT＜2914＞などが売られた。The Nikkei Average continued to drop drastically. The forward transaction was closed at 38196.53 yen (estimated turnover 0.9 billion 90 million shares), 884.72 yen lower (-2.26%) compared to the previous day.
The US stock market continued to decline on October 31. The Dow average closed at 41763.46 dollars, which depreciated 378.08 dollars, and the NASDAQ fell 512.78 points at 18095.15. The core PCE price index beat expectations and fell after being close. At the end of the month, it continued to decline due to adjusted sales in preparation for employment statistics. The decline of the software company Microsoft and Meta Platforms, which operates the social media Facebook, became heavy, and the NASDAQ accelerated its decline. Towards the end of the game, it was reported that Iran was preparing a large-scale retaliatory attack against Israel, and concerns about the worsening situation in the Middle East also became selling material, and it ended.
Since high-tech stocks fell in the US market, etc., the Tokyo market began trading with a selling advantage. The fact that the exchange rate swung in the first half of the 152 yen per dollar range compared to the previous day also had an effect, and the decline widened after the Nikkei Average started in the 38500 yen range. The decline in semiconductor stocks is conspicuous, with Lasertech ＜6920＞ and Socionext ＜6526＞ plummeting due to financial results being disgusted. The trading price of the previous prime market was 2.2 trillion yen and continued to exceed the 2 trillion yen level, and sales were active.
In stocks adopted by the Nikkei Average, Lasertech fell sharply because it fell significantly below market consensus, and Socionext, Fujitsu ＜6702＞, Nikon ＜7731＞, and Sumitomo Shigeru ＜6302＞ were also disgusted with financial results and became dominant in sales. Also, electric wire stocks such as Fujikura ＜5803＞ and Furukawa Electric ＜5801＞ are weak. In addition, Shiseido ＜4911＞, SoftBank G ＜9984＞, Nippon Electric Glass ＜5214＞, Tokyo Electron ＜8035＞, JT ＜2914＞, etc. were sold.
Meanwhile, financial results were viewed as material, and increases in Mitsubishi Electric ＜6503＞ and PanaHD ＜6752＞ were conspicuous, and Keisei Electric Railway ＜9009＞, which announced capital and business alliances and stock splits with AEON ＜8267＞, rose drastically. Also, bank stocks such as Chiba Bank ＜8331＞, Resona HD ＜8308＞, Shizuoka FG ＜5831＞, and Concordia ＜7186＞ are solid. In addition, JTEKT (6473), Nippon Gaishi (5333), Nichirei (2871), Kyowa Kirin (4151), etc. were purchased.
By industry, while non-ferrous metals, chemicals, air transportation, electrical equipment, transportation equipment, etc. declined, only banks rose.
Due to tonight's announcement of US employment statistics and the fact that they are preparing for 3 consecutive holidays, etc., aggressive trading was suppressed in the backstage, and the Nikkei Average is likely to struggle in the low range. The backstage assumes a position centered on financial stocks announced during trading hours. Calbee ＜2229＞ and Mabuchi ＜6592＞ are scheduled for 12:00, Asahi Kasei ＜3407＞, Mitsubishi Chemi G ＜4188＞, Aoi Denshi ＜6832＞, SUBARU ＜7220＞, etc. are scheduled for 13:00, and Mitsui & Co. ＜8031＞ at 14:00.
