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米国株式市場は反発、銀行の好決算を好感(11日)

U.S. stock market rebounds, favorably impressed by the good earnings of banks (11th).

Fisco Japan ·  Oct 12 05:57

Chicago Nikkei Futures (CME) on the 11th.

DEC24

O 39550 (in dollars)

H 40075

L 39515

C 39980 370 higher than the previous day (220 higher than the evening)

Vol 4293

DEC24

O 39420 (in yen terms)

H 39950

L 39385

C 39855, up 245 from TSE (up 95 from the evening)

Volume 12461

Overview of American Depositary Receipt Market (ADR) on the 11th.

In the ADR market, compared to the TSE (converted at 1 dollar to 149.13 yen), Japan Post <6178>, Mizuho FG <8411>, Sumitomo Mitsui FG <8316>, Mitsubishi UFJ FG <8306>, Fujitsu <6702>, Tokyo Marine Holdings <8766>, Mitsubishi Electric <6503>, and others rose, with general buying dominance.

Code  Company Name     Closing Price Change from Previous Day Price in JPY Comparison to Japanese Price

7203 (TM.N) Toyota Motor Corporation 174.06 -0.29 2596 34

8306 (MUFG.N) Mitsubishi UFJ Financial Group 10.66 0.33 1590 38

8035 (TOELY) Tokyo Electric Co Ltd 86.79 0.86 25886 266

6758 (SONY.N) Sony Corporation 18.98 0.12 2830 15

9432 (NTTYY) Nippon Telegraph and Telephone 24.81 -0.24 148 0

8058 (MTSUY) Mitsubishi Corporation 20.10 0.10 2998 36.5

6501 (HTHIY) Hitachi Ltd Sponsored ADR 53.19 0.13 3966 24

9983 (FRCOY) Fast Retailing Co Ltd 36.54 0.74 54492 2

SoftBank Group (SFTBY) 30.27 -0.02 9028 74

Shin-Etsu Chemical Co., Ltd. (SHECY) 20.59 -0.14 6141 15

Itochu Corporation (ITOCY) 104.56 -0.02 7797 65

Sumitomo Mitsui Financial Group, Inc. (SMFG.N) 13.11 0.46 3258 91

Mitsui & Co., Ltd. (MITSY) 441.62 1.68 3293 34

Recruit Holdings Co., Ltd. (RCRUY) 13.02 0.16 9712 47

Daiichi Sankyo Co., Ltd. (DSNKY) 33.57 0.03 5006 24

KDDI Corporation (KDDIY) 15.74 -0.30 4695 -20

7974 (NTDOY) Nintendo 13.24 -0.08 7898 20

8766 (TKOMY) Tokio Marine Holdings Inc. 37.84 0.47 5643 85

7267 (HMC.N) Honda Motor Co., Ltd. 31.69 -0.13 1575 17

2914 (JAPAY) Japan Tobacco Inc. 14.50 -0.17 4325 5

6902 (DNZOY) Denso Corporation 14.39 -0.02 2146 15.5

4519 (CHGCY) Chugai Pharmaceuticals 24.12 0.73 7194 89

4661 (OLCLY) Orlen Oil Company 24.15 -0.35 3601 -8

8411 (MFG.N) Mizuho Financial Group Inc. 4.26 0.11 3176 128

6367 (DKILY) Daikin Industries 13.08 -0.06 19506 76

4502 (TAK.N) Takeda Pharmaceuticals 14.30 -0.01 4265 5

7741 (HOCPY) HOYA 143.92 -0.06 21463 183

6503 (MIELY) Mitsubishi Electric 32.54 -0.25 2426 32

6981 (MRAAY) Murata Manufacturing 9.57 -0.06 2854 1

7751 (CAJPY) Canon 33.99 -0.23 5069 29

6273 (SMCAY) SMC 22.08 -0.27 65856 726

7182 (JPPTY) Japan Post Bank 8.60 0.45 1283 -78.5

6146 (DSCSY) Disco 25.40 0.40 37879 319

3382 (SVNDY) Seven & I Holdings 15.35 -0.18 2289 -3

8053 (SSUMY) Sumitomo Corporation 22.51 -0.02 3357 39

6702 (FJTSY) Fujitsu 21.30 0.31 3176 50

6201 (TYIDY) Toyota Industries 76.50 0.39 11408 113

5108 (BRDCY) Bridgestone 19.10 0.04 5697 53

6178 (JPPHY) Japan Post 10.00 0.00 1491 97

8002 (MARUY) Marubeni 164.62 0.20 2455 22.5

6723 (RNECY) Renesas 7.10 0.03 2118 17

6954 (FANUY) Fanuc 13.72 0.09 4092 13

8725 (MSADY) MS&AD Insurance Holdings 23.60 0.29 3519 25

8801 (MTSFY) Mitsui Fudosan 27.40 -0.90 1362 6

6301 (KMTUY) Komatsu 27.61 0.32 4117 31

4901 (FUJIY) Fujifilm 12.70 0.01 3788 8

6594 (NJDCY) Nidec 4.99 -0.05 2977 6.5

6857 (ATEYY) Advantest 52.60 2.20 7844 46

4543 (TRUMY) Terumo 19.91 0.15 2969 18.5

8591 (IX.N) Orix 112.17 0.64 3346 31

(Ranked in the top 50 market capitalization, converted at $1 to ¥149.13)

Top 5 ADRs by increase rate (11th)

コード       銘柄名         終値 日本円換算価格 日本終値比 (%)

9107 (KAIKY) Kawasaki Kisen 15.08 2249 222 10.95

8830 (MITEY) Sumitomo Realty 17.00 5070 388 8.29

2801 (KIKOY) Kikkoman 24.10 1797 122 7.28

6178 (JPPHY) Japan Post 10.00 1491 97 6.96

5020 (JXHLY) ENEOS 11.81 881 38.8 4.61

Top 5 ADRs by decrease rate (11th)

コード       銘柄名         終値 日本円換算価格 日本終値比 (%)

8750 (DLICY) Dai-ichi Life Holdings 23.60 3519 -390 -9.98

7182 (JPPTY) Japan Post Bank 8.60 1283 -78.5 -5.77

8601 (DSEEY) Daiwa Securities Group Inc. 6.86 1023 -30.5 -2.90

4307 (NRILY) Nomura Research Institute 34.39 5129 -75 -1.44

7259 (ASEKY) Aisin Seiki 10.33 1541 -21 -1.34

US stock market summary (11th)

NYDOW

Closing Price: 42863.86 Day Change: 409.74

Opening Price: 42507.53 High Price: 42899.75 Low Price: 42507.53

Year-to-Date High: 42863.86 Year-to-Date Low: 37266.67

Previous Year High: 37,710.10, Previous Year Low: 31,819.14

NASDAQ

Closing price: 18342.94, Change from previous day: 60.89.

Opening price: 18217.73, High: 18375.53, Low: 18208.44.

Year-to-date high: 18647.45 Year-to-date low: 14510.30.

Previous Year High: 15,099.18, Previous Year Low: 10,305.24

S&P 500

Closing price: 5815.03, Change from previous day: 34.98.

Opening price: 5775.09, High: 5822.13, Low: 5775.09.

Year-to-date high: 5815.03, Year-to-date low: 4688.68.

Previous Year High: 4,783.35, Previous Year Low: 3,808.10

USA 30-year Treasury bond at 4.412% and USA 10-year Treasury bond at 4.101%.


The US stock market rebounded. The Dow Jones rose by 409.74 points to 42,863.86 dollars, while the Nasdaq closed up 60.89 points at 18,342.94.

Banks reacted positively to the good earnings, opening higher. The Producer Price Index (PPI) did not significantly change the trajectory of interest rate cuts for the year, and the initial reaction to lower interest rates also supported the market. Expectations for major company earnings also provided buying support, leading to a continued rise in the market. The Dow hit a new record high and closed higher. In terms of sectors, banks and transportation rose, while automobiles and auto parts fell.

J.P. Morgan (JPM) from the banking sector unexpectedly saw an increase in net interest income in the third quarter earnings, surpassing expectations, and investment banking fees also exceeded forecasts, resulting in an increase. Similarly, Wells Fargo (WFC) in the same industry saw an increase in investment banking revenue in third-quarter earnings, offsetting the decline in lending income, surpassing profit per share expectations, and rising. Social media company Meta Platforms (META), which operates Facebook (FB), rose following an analyst's target price upgrade.

Electric vehicle manufacturer Tesla (TSLA) unveiled a prototype of its Robo-taxi, 'Cyber Cab,' at an event but the lack of details that analysts were expecting led to a significant disappointment and a sharp decline in stock price. Competitors like the ride-sharing services Uber Technologies (UBER) and Lyft (LYFT) each saw an increase.

Chicago Fed President Goolsbee stated that he expects further interest rate cuts.


(Horiko Capital Management LLC)

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