決算については米国では足もとで良好な決算が続いていたほか、国内でもディスコ＜6146＞、ニデック＜6594＞、アドバンテスト＜6857＞など好反応をみせていた。ただし、決算発表が本格化するなかで主要企業の予想を下回る結果も目立ち始めてきており、センチメントを冷ます場面もみられてきた。結果を見極めたいとするムードのなか、個別の決算を手掛かりとした日替わり物色に向かわせよう。The Japanese stock market on the 1st is likely to have a dominant selling market. On October 31, the NY Dow depreciated by 378 dollars and the NASDAQ depreciated 512 points in the US market. In response to the decline of Microsoft and Meta Platforms, a wide range of high-tech stocks were sold. Also, in reports that Iran is preparing a large-scale retaliatory attack against Israel, concerns about the worsening situation in the Middle East also became selling material. The Chicago Nikkei 225 futures settlement price is 38350 yen, 710 yen lower than Osaka. The yen exchange rate has been hovering in the 151 yen 90 yen range per dollar.
The Nikkei Stock Average is likely to begin with the development of sales dominance in the form of falling in favor of Chicago futures. Bank of Japan Governor Ueda Kazuo showed a positive attitude towards additional interest rate hikes at the press conference, and in response to the fact that the yen appreciation and dollar depreciation progressed to 1 dollar = 151 yen level at one point, sales of Nikkei 225 futures began ahead of time in the night session, and due in part to the depreciation of US high-tech stocks, there was also a scene where they were sold up to 38120 yen at one point. There is also an effect that it fell to the 200-day line level all at once, and sales related to the index are likely to increase in the morning.
There seems to be a possibility that this feeling will intensify after the sales round, but in the US, in addition to announcing employment statistics, important events such as the US presidential election and the US Federal Open Market Committee (FOMC) are ahead next week. As cautious attitudes tend to strengthen, it seems that purchases aimed at a rebound after the first round of sales will also be limited, as it is sometimes before the 3 consecutive holidays domestically.
As for financial results, good financial results have continued in the US, and disco ＜6146 ＞, Nidec ＜6594＞, and Advantest ＜6857＞ also showed a good response domestically. However, as financial results announcements are in full swing, results that fall below the expectations of major companies have begun to stand out, and there have also been scenes where sentiment cools down. In a mood where they want to determine results, let's turn them to daily shopping using individual financial accounts as clues.
Also, in last night's financial results, Takeda Pharmaceutical ＜4502＞, Screen HD ＜7735＞, Kyushu Electric Power ＜9508＞, Chudenko ＜1941＞, Nippon Gaishi ＜5333＞, Komori ＜6349＞, J Power ＜9513＞, M&A Capi ＜6080＞, Ibiden ＜4062＞, and Makino Frise ＜6135＞ are attracting attention.
