I would like to pay attention to the following 3 points in the 30-day advance transaction.

■Individual response using settlement as a clue while waiting for the Japan-US financial event

■FANUC, 25/3 upward revised operating income 143 billion yen ← 121 billion yen

■Notable materials on the front floor: Tsubakimoto Chain, automatic sorting with AI image recognition, system delivery to Senko

■Individual response using settlement as a clue while waiting for the Japan-US financial event

The Japanese stock market on the 30th is expected to develop with a strong sense of confidence while awaiting the results of the Japan-US monetary policy meeting. In the US market on the 29th, the NY Dow depreciated by 49 dollars and the NASDAQ was 12 points higher. Aggressive trading was suppressed ahead of the US Federal Open Market Committee (FOMC), and individual searches using financial results as clues became the center. The Chicago Nikkei 225 futures settlement price is 38330 yen, 120 yen lower than Osaka. The yen exchange rate is hovering in the 154 yen 00 yen range per dollar.

It seems that it will start slightly ahead of sales, starting in the form of falling in favor of Chicago futures. Buying is thought to have piled up to some extent due to the rebound from the gap increase the day before, and while waiting for the results of the FOMC and Bank of Japan monetary policy meetings, it is likely that profit-taking movements will enter. The NASDAQ continued to grow, but Tesla had a big influence. There were times when weak price movements were conspicuous in semiconductor stocks, and there seems to be a possibility that values with a large index impact will become a burden on high-tech stocks.

The Nikkei Stock Average rose by over 1000 yen yesterday, and there was also a scene where people were conscious of filling up empty mud (38557 yen - 39096 yen) due to the sharp decline on the 25th. However, when the Bollinger Bands were close to -1σ (38882 yen), it seems that sales aimed at waiting for a return were also easy to come in. Policy interest rates are expected to remain unchanged at the Bank of Japan meeting. The view is that there is no possibility of interest rate hikes due to recent drastic stock depreciation and progress in yen appreciation. Nonetheless, it is a situation where it is difficult to tilt positions until results are determined, and the stance is to wait and see.

Therefore, in addition to individual search responses using settlement as clues, it seems that funds aimed at capturing short-term price ranges will go to one corner of small and medium-sized stocks that are less affected by trading involving indices. The Growth 250 Index rose above the 75-day line due to the previous day's rise. If it seems that it captures the 25th line located around 659, the funding shift is likely to intensify. Also, where financial results were announced last night, Daihatsu Day ＜6023＞, SBI Leasing ＜5834＞, G Dining ＜7625＞, Nippon Zeon ＜4205＞, FPG ＜7148＞, FANUC ＜6954＞, Zenrin ＜9474＞, Hokuriku Denko ＜1930＞, Kyowa Denko ＜6853＞, JGroup ＜3063＞, etc. are attracting attention.

■FANUC, 25/3 upward revised operating income 143 billion yen ← 121 billion yen

FANUC ＜6954＞ announced revisions to its earnings forecast for the fiscal year ending 2025/3. Operating income was revised upward from 121 billion yen to 143 billion yen. It exceeds consensus (about 138.5 billion yen). It reflects the fact that demand for Roboshot (electric injection molding machines) for China is growing more steadily than expected in the robo-machine division.

■Notable materials from the front

・The Nikkei Average rose (38468.63, +801.22)

・The Nasdaq Composite Index rose (17370.20, +12.32)

・1 dollar = 154.00-10 yen

・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

・Tsubakimoto Chain ＜6371＞ automatic sorting with AI image recognition and system delivery to Senko

・Collaboration with NTT ＜9432＞ Southeast Asia Emerging, promotion with 7 companies under its umbrella

・NEC ＜6701＞ US Secretary of State visits NEC and expects undersea cable maintenance

・MinebeaMitsumi G (6479) joint venture in Thailand to expand renewable energy procurement

・GSI Creos ＜8101＞ President Yoshinaga Naoaki attacks emerging countries and targets semiconductor-related targets in India

・Plant operation stabilization and digital infrastructure operation in Oita with Resonac HD (4004) Hitachi

・Unauthorized access to Sharp ＜6753＞ online store, personal information for 203 people leaked

・Isuzu expands pickup sales in Africa ＜7202＞, 50% increase in fiscal year 30

・FANUC ＜6954＞Resumes shipments of wire EDM machines to Europe

・Yamazaki ＜6147＞ commercial vehicle engine parts production, mass production line added

・Poec＜9264＞ IS Sprinkler became a wholly owned subsidiary

・MinebeaMitsumi G ＜6479＞ Group's Mitsumi Electric reduces weight of GNSS antenna elements to mass production in fiscal year 26

・NTT Docomo of the NTT ＜9432＞ Group establishes a joint venture in Vietnam and enters digital outdoor advertising

・Hitachi ＜6501＞ New technology to detect AI sentences generated by “electronic watermarking”

・Hamamatsu Photonics ＜6965＞ new semiconductor laser building completed

・Reduced viewpoint movement with Excel ＜6810＞ information display, demonstrated with NXHD and logistics trucks

・NEC ＜6701＞ predicts disease risk with blood tests and supplies testing services to Thai hospitals

・NTT DATA G ＜9613＞ invested in English metal modeling

・Asahi Organic Materials ＜4216＞ increases semiconductor material production, invests 6 billion yen, new plant in Aichi

・Mitsubishi Estate ＜8802＞Logistics facilities in Taiwan meet refrigeration needs

・Mitsui Fudosan ＜8801＞Semiconductor Park in Kyushu collaborates with Taiwanese universities and institutions

・Amita HD ＜2195＞ was expanded in Kitakyushu to recycle silicon-containing waste liquid

・AGC＜5201＞ ion exchange membrane used in JAXA testing machine

・Sumitomo Chemical ＜4005＞ herbicides for no-till cultivation are registered as pesticides in Argentina

☆ Front office event schedule

＜Domestic＞

・ 08:30 June unemployment rate (forecast: 2.6%, May: 2.6%)

・ 08:30 June effective job offer ratio (forecast: 1.24 times, May: 1.24 times)

・Bank of Japan Monetary Policy Meeting (until 31st)

[＜Overseas＞

・Nothing in particular