Tokyo Market Summary: Nikkei Average Reaches Highest Price Overseas Market Is Finally Challenging the Nikkei Average of 40,000 Yen

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Net profit has already exceeded fiscal year forecasts for 40 companies Toridoll and JR companies
There is room for improvement in the performance of listed companies. When the net profit results for the fiscal year ending 2023/4/12 were compared with the forecast for the fiscal year ending 24/3, there were 40 companies whose results exceeded expectations, or 13% of the total. At the top, they operate the udon restaurant “Marugame Seimen” $Toridoll Holdings(3397.JP)$and JR companies, $Hokuto(1379.JP)$Companies that are performing well due to a recovery in traffic flow and price increases stand out.

Nikkei average advances to 40,000 yen with a flickering “sense of accomplishment” but concerns about shortness of breath in high tech
Since the beginning of the year, Japanese stocks have continued to rise almost at a steady rate, and the characters “sense of accomplishment” have also begun to flicker in the market. US investment company led by famous American investor Warren Buffett $Berkshire Hathaway-A(BRK.A.US)$The ownership ratio of was once again viewed as material $Mitsubishi(8058.JP)$Ya $Mitsui(8031.JP)$has risen. Meanwhile, it has driven the rise in market prices until now $Tokyo Electron(8035.JP)$Ya $Lasertec(6920.JP)$、 $Screen Holdings(7735.JP)$There isn't even anything semiconductor-related like that. The fact that profit-taking sales spread to high-tech stocks in the US stock market on the 23rd of the previous weekend is a burden.
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The Nikkei average “surpasses the Dow” for the first time in 8 years, and the NVIDIA whirlwind orbits the Earth
The Nikkei Stock Average surpassed the all-time high on the 22nd in the Tokyo Stock Exchange on the 26th. Major US semiconductor company $NVIDIA(NVDA.US)$With good financial results as a tailwind, the highest prices were hit one after another in the US, Europe, India, etc. I liked the fact that the world's major stock indices remained steady. As early as May, voices were beginning to appear in the market that were aware of NVIDIA's financial results for May. The Nikkei Average has risen nearly 6,000 yen since the beginning of the year, and performance is outstanding even among global stock prices. The nominal values of the Nikkei Average and the Dow Average reversed on the 22nd for the first time in about 8 years since 2016/3.
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Overseas players will finally challenge the Nikkei average of 40,000 yen

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Mitsubishi Corp. sells Mexican salt field business company for 3 days of continuous growth to the country's Ministry of Economy
$Mitsubishi(8058.JP)$It continued to increase for 3 days. The company announced on the 26th that it had agreed on 2/24 to transfer all holdings (49%) of the Mexican salt field business company EXPORTADORA DE SALE (hereinafter ESSA) to the Ministry of Economy of the same country, which is an existing shareholder.

Kawasaki Kisen - First fall in 4 days Anaerobic shipping stocks are cheap due to the decline in China's export container freight index
$Kawasaki Kisen Kaisha(9107.JP)$fell for the first time in 4 days. The decline in the China Export Container Freight Index (CCFI) is frowned upon. The index was 1402.22 points as of the 23rd, down 3.6% from the 1455.19 points announced last time. In response to the deterioration in shipping market conditions, sales have appeared in shipping stocks. $Nippon Yusen Kabushiki Kaisha(9101.JP)$、 $Mitsui O.S.K. Lines(9104.JP)$It's also cheap.
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NEC - Significant Continued Growth Basic Agreement with Sumitomo Mitsui Banking Corporation for Collaboration in Carbon Neutral Businesses
$NEC(6701.JP)$has continued to increase drastically. The company said on the 26th $Sumitomo Mitsui Financial Group(8316.JP)$It was announced that a basic agreement agreement for collaboration in the carbon neutral business has been concluded with Sumitomo Mitsui Banking Corporation, which is under its umbrella.

Welcia suddenly rebelled, and it is reported that they are considering integration with Tsuruha ◇
$Welcia Holdings(3141.JP)$There is a sudden backlash. It was reported in the morning edition of the Nihon Keizai Shimbun dated 25th that “Welcia Holdings (HD), which is the top drugstore, and Tsuruha Holdings, which is in second place, have begun considering business integration,” and it seems that purchases that view this as good news are in.

Rakuten Bank continues to grow drastically, update high prices, and announce the introduction of a shareholder benefit program
$Rakuten Bank(5838.JP)$It continued to grow drastically, and the high price since listing was updated. The introduction of a shareholder benefit system was announced after the transaction ended on the 22nd of the previous weekend, and it seems that it was viewed as material. Preferential interest rates on time deposits, cash back, etc. will be given to shareholders holding 100 shares or more as of the end of March 24.

Nomura Micro has a clear upward price orientation and is thin to high prices since listing, drawing attention in the second round of semiconductor-related scouting ◇
$Nomura Micro Science(6254.JP)$It continued to rise, and there was a scene where it ran up to 16,580 yen, which was 990 yen higher at one point, and it was reduced to the high price of 16,660 yen since listing. It is a major ultrapure water equipment company that provides the highest purity water, and boasts a high track record for the semiconductor industry. East Asian regions such as South Korea and Taiwan, which are semiconductor kingdoms, are the central axis of the strategy, and in particular, they have received high-level orders for Samsung Electronics in Korea. The company's profit environment is also enjoying an unprecedented tailwind due to the expansion of global semiconductor equipment investment demand, and operating profit for the fiscal year ending March 24 is expected to increase 47% from the previous fiscal year to 9.650 million yen and is expected to drastically update the highest profit continuously. $Tokyo Electron(8035.JP)$Ya $Advantest(6857.JP)$、 $Lasertec(6920.JP)$Major stocks adopted by Nikkei 225 such as these are emphasized, and actual demand purchases from overseas investors are also flowing into small and medium-sized stocks such as the company.