Three points to focus on in the afternoon session~ Despite the heavy upward pressure before the 3-day weekend, the US stocks are positively viewed.

Fisco Japan · Aug 8 23:35

9日の後場の取引では以下の3つのポイントに注目したい。

・日経平均は大幅反発、3連休前で上値重くなるも米国株を素直に好感

・ドル・円は失速、日本株の伸び悩みで

・値上り寄与トップはソフトバンクG＜9984＞、同2位はリクルートＨＤ＜6098＞

■日経平均は大幅反発、3連休前で上値重くなるも米国株を素直に好感

日経平均は大幅反発。前日比549.08円高（＋1.58％）の35380.23円（出来高概算12億8000万株）で前場の取引を終えている。

8日の米国株式市場は反発。ダウ平均は683.04ドル高（＋1.76％）の39446.49ドル、ナスダックは464.21ポイント高（＋2.87％）の16660.02、S&P500は119.81ポイント高（＋2.30％）の5319.31で取引を終了した。週次失業保険申請件数が予想を下回ったため安心感が広がり、寄り付き後、上昇。労働市場や景気の悪化懸念が後退し、終日堅調に推移した。終盤にかけては、上げ幅を拡大し終了。

米国株の大幅高を受けて、東京市場は買い優勢で取引を開始した。為替も1ドル147円30銭台と前日比では円安ドル高に振れていることなどから、日経平均は35000円台で開始した後、35671.31円まで上げ幅を拡大した。買い一巡後は、3連休前などが意識されて上値が重くなったものの、上下の値幅は600円以下とやや落ち着きが見られた。なお、寄付きで算出された8月限オプション特別清算値（SQ値）は35661.68円（市場推定）。

日経平均採用銘柄では、事業売却報道を材料にトレンドマイクロ＜4704＞がストップ高買い気配となった。また、決算を材料に日揮ホールディングス＜1963＞が買われたほか、三井金属＜5706＞も今期純利益が65％増に上振れと伝わったことで買い優勢となった。このほか、伊藤忠＜8001＞、レゾナック・ホールディングス＜4004＞、コンコルディア・フィナンシャルグループ＜7186＞、ふくおか＜8354＞、ソフトバンクグループ＜9984＞が買われた。

一方、7－9月期営業増益見通しの弱さが懸念されてネクソン＜3659＞が大幅安となったほか、資生堂＜4911＞、SUMCO＜3436＞が引き続ききつい下落。決算発表が嫌気されたニコン＜7731＞、アマダ＜6113＞、バンナムHD＜7832＞も売り優勢となった。このほか、太陽誘電＜6976＞、三菱電機＜6503＞、ディスコ＜6146＞、ダイキン＜6367＞、ニチレイ＜2871＞が下落した。

業種別では、非鉄金属、石油・石炭製品、卸売業、サービス業、その他金融業などが上昇した一方、電気・ガス業、金属製品、陸運業、空運業、食料品などが下落した。

株式市場、為替市場ともに落着きが見られることから、指数重視の売買ではなく、決算発表中心の売買となりそうだ。本日は決算発表のピークを迎えることから、後場の取引時間中に出る決算銘柄への関心が高まりそうだ。12時台にDIC＜4631＞、13時台に大王紙＜3880＞、ENEOS＜5020＞、14時台に明治HD＜2269＞、ブリヂストン＜5108＞などが予定されている。

■ドル・円は失速、日本株の伸び悩みで

9日午前の東京市場でドル・円は147円03銭から147円80銭まで値を切り上げたが、その後は147円半ばに失速した。日経平均株価は米国株の大幅高を受け序盤から強含んだが、その後は伸び悩む展開に。日本株高を好感した円売りは抑制されている。

ここまでの取引レンジは、ドル・円は147円03銭から147円80銭、ユーロ・円は160円53銭から161円37銭、ユーロ・ドルは1.0911ドルから1.0924ドル。

■後場のチェック銘柄

・麻生フオームクリート＜1730＞、Ｃｈｏｒｄｉａ　Ｔｈｅｒａｐｅｕｔｉｃｓ＜190A＞など、18銘柄がストップ高

※一時ストップ高（気配値）を含みます

・値上り寄与トップはソフトバンクG＜9984＞、同2位はリクルートＨＤ＜6098＞

■経済指標・要人発言

【経済指標】

・日・7月マネーストックM3：前年比+0.9％（6月：+1.0％）

・中・7月消費者物価指数：前年比+0.5％（予想：+0.3％、6月：+0.2％）

・中・7月生産者物価指数：前年比-0.8％（予想：-0.9％、6月：-0.8％）

【要人発言】

・バーキン米リッチモンド連銀総裁

「労働市場の伸びは安定してきたが、雇用増加は継続している」

「失業率は上昇する可能性が強い」

「賃金の伸び鈍化は労働市場の正常化を示唆」

「経済が正常化しているかどうか判断する時間が必要」

＜国内＞

・特になし

＜海外＞

・15:00　独・7月消費者物価指数改定値（前年比予想：+2.3％、速報値：+2.3％）

In the afternoon of the 9th, the following three points deserve attention in trading:

- The Nikkei average rebounded significantly, with a heavy upward trend before the 3-day holiday, but responded positively to US stocks. - The dollar-yen weakened due to the slow growth of Japanese stocks. - SoftBank G <9984> was the top contributor to the price increase, and Recruit HD <6098> was the second. - The Nikkei average rebounded significantly, but the trading range before the midday break was 600 yen or less due to the sluggishness of Japan's stock growth before the 3-day holiday. The special clearing price (SQ) value for August options calculated at the opening was estimated at 35,661.68 yen. - Among the stocks adopted by the Nikkei Average, TrendMicro <4704> became a stop-buy with the report of business sales, and JGC Holdings <1963> was bought due to its financial estimates. Mitsui Metals <5706> also became buyer-oriented due to the report that net profits for the current fiscal year exceeded 65%. Itochu <8001>, Resonac Holdings <4004>, Concordia Financial Group <7186>, Fuko <8354>, SoftBank Group <9984> were also bought. - On the other hand, Nexon <3659> fell significantly due to concerns about weak earnings growth prospects for Q3, and Shiseido <4911> and SUMCO <3436> continued to decline. Nikkon <7731>, Amada <6113>, and Bandai Namco HD <7832>, which were disliked due to their earnings reports, also became seller-oriented. Sun Yuden <6976>, Mitsubishi Electric <6503>, Disco <6146>, Daikin <6367>, and Nichirei <2871> fell. - In terms of industry, non-ferrous metals, petroleum and coal products, wholesale trade, service industries, and other financing businesses rose, while electric and gas industries, metal products, land transportation, air transportation, and food products fell. - Since there is calm in the stock and foreign exchange markets, trading focused on earnings reports is expected rather than index-focused trading. Since today is the peak of the earnings announcements, interest is likely to be high in earnings stocks that come out during the afternoon trading time. DIC <4631> in the 12 o'clock hour, Daio Paper <3880>, ENEOS <5020> in the 13 o'clock hour, and Meiji HD <2269>, Bridgestone <5108> in the 14 o'clock hour, are planned. - The dollar-yen weakened due to the slow growth of Japanese stocks. - The trading range so far is 147.03-147.80 yen for dollar-yen, 160.53-161.37 yen for euro-yen, and 1.0911-1.0924 dollars for euro-dollar.

- The dollar-yen weakened due to the slow growth of Japanese stocks.

- SoftBank G <9984> was the top contributor to the price increase, and Recruit HD <6098> was the second.

- The Nikkei average rebounded significantly, with a heavy upward trend before the 3-day holiday, but responded positively to US stocks.

- The Nikkei average rebounded significantly. It ended the morning trading at 35,380.23 yen (approximate trading volume of 1.208 billion shares), up 549.08 yen (+ 1.58%) from the previous day.

- The US stock market rebounded on the 8th. The Dow average was up 683.04 dollars (+ 1.76%) to 39,446.49 dollars, the Nasdaq was up 464.21 points (+ 2.87%) to 16,660.02, and the S&P500 was up 119.81 points (+ 2.30%) to 5,319.31 at the close of trading. Due to weekly unemployment benefit claims falling below expectations, a sense of relief spread, and the stocks rose after opening, indicating that concerns about deterioration in the labor market and the economy had receded, and it remained strong throughout the day. Finally, the rate of increase expanded and ended.

- Following the surge in US stocks, the Tokyo market began trading in a buying trend. The Nikkei average started at the 35,000 yen level and expanded to 35,671.31 yen due to the yen weakening and the key dollar trading around 147.30 yen prior to the opening. After the first round of buying, the upper limit became heavy, conscious of the 3-day holiday, but the trading range remained calm with changes of 600 yen or less. The special clearing price (SQ) value estimated by the market for the August contract, calculated at the opening, was 35,661.68 yen.

- Among the stocks adopted by the Nikkei Average, TrendMicro <4704> became a stop-buy with the report of business sales, and JGC Holdings <1963> was bought due to its financial estimates. Mitsui Metals <5706> also became buyer-oriented due to the report that net profits for the current fiscal year exceeded 65%. Itochu <8001>, Resonac Holdings <4004>, Concordia Financial Group <7186>, Fuko <8354>, SoftBank Group <9984> were also bought. - Nexon <3659> fell significantly due to concerns about weak earnings growth prospects for Q3, and Shiseido <4911> and SUMCO <3436> continued to decline. Nikkon <7731>, Amada <6113>, and Bandai Namco HD <7832>, which were disliked due to their earnings reports, also became seller-oriented. Sun Yuden <6976>, Mitsubishi Electric <6503>, Disco <6146>, Daikin <6367>, and Nichirei <2871> fell.

- Nexon <3659> fell significantly due to concerns about weak earnings growth prospects for Q3, and Shiseido <4911> and SUMCO <3436> continued to decline. Nikkon <7731>, Amada <6113>, and Bandai Namco HD <7832>, which were disliked due to their earnings reports, also became seller-oriented. Sun Yuden <6976>, Mitsubishi Electric <6503>, Disco <6146>, Daikin <6367>, and Nichirei <2871> fell.

- Non-ferrous metals, petroleum and coal products, wholesale trade, service industries, and other financing businesses rose, while electric and gas industries, metal products, land transportation, air transportation, and food products fell.

- Since there is calm in the stock and foreign exchange markets, trading focused on earnings reports is expected rather than index-focused trading. Since today is the peak of the earnings announcements, interest is likely to be high in earnings stocks that come out during the afternoon trading time. DIC <4631> in the 12 o'clock hour, Daio Paper <3880>, ENEOS <5020> in the 13 o'clock hour, and Meiji HD <2269>, Bridgestone <5108> in the 14 o'clock hour, are planned.

- The dollar-yen weakened due to the slow growth of Japanese stocks.

- From the Tokyo market on the morning of the 9th, the dollar-yen increased from 147.03 to 147.80 yen, but then lost momentum at around 147 yen. The Nikkei Average stock price rose strongly from the beginning on the surge in U.S stocks, but then slowed down. The yen selling sentiment due to the positive of Japanese stocks was suppressed.

- The trading range so far is 147.03-147.80 yen for dollar-yen, 160.53-161.37 yen for euro-yen, and 1.0911-1.0924 dollars for euro-dollar.

Check stocks for the afternoon session

- 18 stocks, including Asou Foamcrete <1730> and Chordia Therapeutics <190A>, hit their daily limit-up.

*Includes temporary stopper (indicated price)

- SoftBank Group <9984> contributed the most to the rise in stock prices, followed by Recruit Holdings <6098>.

Economic indicators and remarks by important people

[Economic indicators]

- Japan's M3 money supply in July: +0.9% year-on-year (June: +1.0%).

- China's Consumer Price Index in July: +0.5% year-on-year (estimate: +0.3%, June: +0.2%).

- China's Producer Price Index in July: -0.8% year-on-year (estimate: -0.9%, June: -0.8%).

[Important Person's Remarks]

- Barkin, Richmond Federal Reserve Bank President.

"The growth of the labor market has become stable, but employment is still increasing."

"The unemployment rate is likely to rise."

"The slowdown in wage growth suggests normalization of the labor market."

"It takes time to determine whether the economy is normalizing or not."

Not applicable.

- 3:00 pm. Germany's revised Consumer Price Index for July (year-on-year estimate: +2.3%, preliminary estimate: +2.3%).

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

後場に注目すべき3つのポイント～3連休前で上値重くなるも米国株を素直に好感

Three points to focus on in the afternoon session~ Despite the heavy upward pressure before the 3-day weekend, the US stocks are positively viewed.

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