Tokyo Market Summary: Nikkei Average rebounds for the first time in 3 days, with a rise in semiconductor stocks. Metaplanet chosen by US BLOK. Toyota's global passenger carried for October reaches an all-time high.

Yen weakened across the board, tension easing over U.S.-Mexico tariffs, President Trump: "Mexican President agrees to stop immigrants."
The yen weakens across the board, tensions over tariffs between the USA and Mexico ease, and a risk-seeking mood is spreading. President-elect Trump discussed with Mexican President Sheinbaum the prevention of drug trafficking into the USA via Mexico, and the Mexican President revealed that he agreed to stop immigrants passing through Mexico. Following the meeting, the Mexican Peso rose by 0.8% against the Dollar. Similarly, the Canadian Dollar, which had fallen due to the 25% tariff remarks, is also rising against the Dollar. The Canadian Yen rose to 108.20 yen. The Dollar-Yen sharply rose to 151.60 yen. US stocks are up after-hours, with Dow futures up by 56 points. However, as today is Thanksgiving, the US market is closed, so trading activity is limited.

Nomura's view on marine shipping stocks based on the Middle East situation and the change of government in the USA.
Regarding marine shipping stocks, Nomura Securities believes that the normalization of the situation in the Middle East and the possibility of tariff increases due to the change of government in the USA would be negative factors. From a top-down perspective, it is considered difficult to overweight sector stocks, but even if initially evaluated negatively, they expect a reassessment later. They mention reasons such as: (1) the attractiveness of low to high levels of shareholder returns being reconsidered, (2) the difficulty in resuming operations in the Red Sea, and the potential increase in container ship transportation volume by US retailers raising inventory levels even if US tariffs are raised, and (3) the limited impact of US-produced goods on transportation volume in the end.pbVarious reasons are cited for the reevaluation of marine shipping stocks, including the possibility of a resumption of operations in the Red Sea and the potential increase in container ship transportation volume even if US tariffs are raised due to US retailers raising inventory levels, and the limited impact of US-produced goods on transportation volume.

Hot stocks
Toyota Motor - Rises for the first time in three days, with a 1.4% increase in global passengers carried in October, exceeding the previous year for the first time in five months.
$Toyota Motor (7203.JP)$Rises for the first time in three days. The company announced on the 28th that the global passengers carried in October were 0.93103 million units (a 1.4% increase year-on-year). The world production volume was 0.83164 million units (a 0.8% decrease). According to a report from the Nikkei electronic version delivered at 1:30 pm on the same day, the global passengers carried exceeded the previous year for the first time in five months, setting a new record for the month.

NTT DATA - Stalemate acquires Niveus Solutions, an Indian company and a top partner of Google Cloud.
$NTT Data Group (9613.JP)$Stalemate. The company announced on the 28th that it will acquire Niveus Solutions (India), a provider of cloud engineering services utilizing Google Cloud.

Metaplanet - Sharp rise adopted by an ETF related to blockchain technology.
$Metaplanet (3350.JP)$ Sharp rise. The company announced at 12:00 on the 28th that it has been adopted by an ETF. The ETF consists of 53 leading companies worldwide engaged in the development and utilization of blockchain technology. $Amplify Transformational Data Sharing ETF (BLOK.US)$ $Strategy (MSTR.US)$、 $Robinhood (HOOD.US)$、 $NVIDIA (NVDA.US)$、 $SBI Holdings (8473.JP)$The estimated initial weight of the company is about 2.9%, consisting of etc.

Mitsui Sumitomo Trust - Soaring SunTrust SBI Net Bank, speculation buying from the acquisition speculation report.
$Sumitomo Mitsui Trust Group (8309.JP)$Soared. Weekly Bunshun Digital Edition on the 28th, $SBI Sumishin Net Bank (7163.JP)$ is considered significant material as NTT DoCoMo is reported to be acquired.

Tokyo Electron and other semiconductor-related stocks surged after morning losses, amid reports about US regulations on semiconductor exports to China prompting buying pressure.
$Tokyo Electron (8035.JP)$and $Screen Holdings (7735.JP)$It surged after a morning dip. According to a news report from the US company Dow Inc Communications on the 28th, the Biden administration is considering strengthening sales restrictions on semiconductor devices and AI memory semiconductors to China. However, the report states that the measures will not be as strict as previously expected, which seems to have eased pessimistic views on the business environment of semiconductor manufacturers and induced buying back by sellers.