The Nikkei Average started with a 359 yen increase, and Tokio Marine also considered reducing policy holdings to zero

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Sompo Japan is considering reducing policy holdings to zero, and Tokio Marine
$Sompo Holdings(8630.JP)$(HD) announced on the 15th that policy holdings worth approximately 1.3 trillion yen held by Sompo Japan Insurance, which is under its umbrella, will be reduced to zero. Changes in the attitude of major non-life insurance companies have been clarified, such as suggesting the possibility that Tokio Marine & Nichido Fire Insurance will also be reduced to zero.

Listed companies had the highest profit for 3 consecutive terms, ending the fiscal year ending 24/3, with an increase of 3 trillion yen
The net profit of listed companies for the fiscal year ending 2024/3 is expected to hit a record high for the third consecutive term. It is 43.5 trillion yen, up 13% from the previous fiscal year, and 3.5 trillion yen higher than the initial forecast for the fiscal year in May last year.
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The yen rose to the latter half of the 149 yen range against the dollar, and the trend of appreciation of the dollar stopped due to weak US indicators
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 16th was in the latter half of the $1 = 149 yen range, and it has been rising since the evening of the 15th. Long-term US interest rates declined in response to the fact that US retail sales announced on the 15th fell below expectations, and dollars were sold. Tokyo time takes over the flow of overseas time, and the weight of the dollar seems to support the yen.

Clothing withdrawn from Yokado, products supplied by Adastria
$Seven & i Holdings(3382.JP)$Regarding clothing that the general supermarket (GMS) Ito-Yokado, which is under its umbrella, has withdrawn from its own planning and development, it ranks 3rd in apparel in Japan $Adastria(2685.JP)$I learned that it will receive supply from

ORIX acquires mid-tier shipping for 300 billion yen, largest in terms of business succession
$ORIX(8591.JP)$It was announced on the 15th that it will acquire mid-tier shipping company Mitoku Ships (Osaka City). The acquisition amount is estimated to be approximately 300 billion yen in terms of corporate value including debt.

Is Pasona G and Benewan 120 billion yen use a big return or growth
$Pasona Group(2168.JP)$It is a subsidiary and a major welfare agency $ベネフィット・ワン(2412.JP)$を $Dai-ichi Life Holdings(8750.JP)$It was decided to sell it to It is expected that filial pious people who have earned much of their operating profit will be let go, and the immediate profit margin will decline.

The Tokyo Stock Exchange REIT Index is low for the first time in 3 years, and there is a sense of alarm about the Bank of Japan interest rate hike
The Tokyo Stock Exchange REIT Index, which shows comprehensive price movements for real estate investment trusts (REITs) managed by offices and houses, etc., hit a low of 1727.20, 0.9% lower than the previous day, on the 15th for the first time in about 3 years since 2020/12/23. Sales have become dominant mainly among overseas players due to a deep-seated sense of caution against interest rate hikes associated with the Bank of Japan's monetary policy normalization.