I would like to pay attention to the following 3 points in the pre-market transaction on the 17th.

■Determine solidity around 36500 yen

■H.I.S., 24/10 3Q operating profit surplus 5.503 billion yen

■Notable materials from the front: Bridgestone increases production of high value-added tires in China, targets new energy vehicles

■Determine solidity around 36500 yen

The Japanese stock market on the 17th is likely to be a market development where it is difficult to grasp a sense of direction ahead of the US Federal Open Market Committee (FOMC). The NY Dow rose by 228 dollars and the NASDAQ depreciated 91 points in the US market on the 16th. The NY Fed manufacturing business index in September recovered to an expanded range for the first time in about 1 year, and the NY Dow hit a new high due to expectations for a soft landing. The Chicago Nikkei 225 futures settlement value is 36435 yen, 145 yen higher than Osaka. The yen exchange rate is hovering in the 140 yen 80 yen range per dollar.

The Nikkei Stock Average is likely to start slightly ahead of buying in the form of falling in line with Chicago futures. In the US, the rise in response to Intel's partnership announcement with AWS under the umbrella of Amazon.com was boosting the NY Dow. However, other than that, since the US Federal Reserve (Fed)'s observations of drastic interest rate cuts were rekindled, economy-sensitive stocks etc. were the center. Meanwhile, since semiconductor stocks such as NVIDIA have declined, it seems that aggressive trading will be refrained. Therefore, I would like to first determine the solidity of high-tech stocks with values that have a large impact on the index, such as TOEREC ＜8035＞.

Also, in the US, the observation of a drastic interest rate cut of 0.50% receded in response to the US CPI results of the previous week, and although a normal interest rate cut of 0.25% was the consensus, it is showing a movement to incorporate 0.50% again. In the exchange market, it has entered the 1 dollar = 139 yen range at one point, and it seems that short-term trading will take center stage until the FOMC results are known. Note that the yen exchange rate is moving in the latter half of the 1 dollar = 140 yen range, and buying may slightly take precedence in the morning, but it seems that the development will revolve around the yen exchange rate during the day. In a phase where the appreciation of the yen intensifies, it is a sell-off trade

It would be easy to get in.

The Nikkei Stock Average last weekend began to fall to a high price of 36887.40 yen, which was attached immediately after the close, and the September SQ value (36906.92 yen) will become resistance. It is thought that it is unlikely that movements aimed at breaking through the SQ value will intensify before FOMC, and in a phase approaching the same level, it is easy for sales aimed at waiting for a return to enter. On the other hand, in addition to the 1σ of the weekly Bollinger Bands, the 52-week line is easily perceived as a support line, and if there seems to be solidity around 36500 yen, the seller buyback

There seems to be a possibility that they will invite you.

While aggressive trading is being refrained, it is easy to be swayed by index trading led by futures. Therefore, it is likely that individual-based funds, etc. will be directed towards short-term price range capture in small and medium-sized stocks that are difficult to be transferred to the index.

■H.I.S., 24/10 3Q operating profit surplus 5.503 billion yen

The third quarter results for the fiscal year ending 2024/10 announced by H.I.S. ＜9603＞ were sales of 237.582 billion yen, up 44.9% from the same period last year, and operating profit and loss surplus of 5.503 billion yen (4.201 billion yen deficit in the same period last year). In the overseas travel business, depreciation of the yen, high local prices, fuel surges, etc. also had an impact, and although Hawaii and Micronesia are still sluggish, in addition to South Korea, Taiwan, and the Europe/Oceania area, the west coast of America, where demand for watching sports is strong, etc., remained steady and led the transaction volume.

■Notable materials from the front

・The NY Dow rose (41622.08, +228.30)

・Chicago Nikkei futures rose (36435, +145 compared to Osaka)

・US crude oil futures rose (70.09, +1.44)

・Long-term US interest rates have declined

・Expectations that US inflation will calm down

・Active share buybacks

・Request for improvement of corporate value by the Tokyo Stock Exchange

・Bridgestone ＜5108＞ increases production of high value-added tires in China, aiming for new energy vehicles

・Tadano ＜6395＞ made US Manitex a wholly owned subsidiary and expanded its product range in North America

・Sumitomo Corporation ＜8053＞ 100 billion yen for renewable energy in India, developed through a local joint venture

・Mitsubishi Heavy ＜7011＞H2A launch postponed to the 19th or later

・E-JHD ＜2153＞ Orix acquisition, ground survey, 7.6 billion yen

・Moriroku HD ＜4249＞CNT material sales expansion, dedicated organization makes proposals for car parts

・Transfer of all Denso ＜6902＞Nippa shares to a fund

・Yamaha ＜7272＞ belt-less scalar robot for large and heavy goods

・BIPGY＜8056＞ Agile development team provides flexible and quick support

・New solutions for speeding up market predictions with Fujitsu ＜6702＞ US Mobegel and AI

・NEC ＜6701＞ Utilizes supply networks and joint transportation and distribution infrastructure in major cities

・Nippon Tungsten ＜6998＞ cutting equipment monitoring, aiming to receive regrinding orders for hygiene products lines

・Shin-Etsu ＜4063＞ silicone rubber tube for bus bar coating, flexible even after heat shrinkage

・Haseko ＜1808＞Reuse wood waste, collect it on site, and use it as construction board

・Nomura HD ＜3231＞ cooperative operation service for indoor equipment introduced in condominiums

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