I would like to pay attention to the following 3 points in the 12-day advance transaction.

■After a round of buying, this is a strong market development

■Recruit HD, 2Q operating profit up 13.4% to 269.7 billion yen

■Notable materials on the front floor: Tokai Rika expands mold DX, reduces costs through design automation

■After a round of buying, this is a strong market development

The Japanese stock market on the 12th is likely to develop with a strong sense of familiarity after starting with pre-purchase. On the 11th, the NY Dow rose by 304 dollars and the NASDAQ was 11 points higher in the US market. The Trump administration continued to buy policy expectations. Since the bond market was closed on the Veterans Day holiday, while small-cap stocks were bought due to rotation amid material difficulties, high-tech stocks were sold and the NASDAQ temporarily fell. The Chicago Nikkei 225 futures settlement price is 39635 yen, 85 yen higher than Osaka. The yen exchange rate is hovering at 153 yen 70 yen per dollar.

The Nikkei Stock Average is likely to start with a slight buying advantage in the form of falling in favor of Chicago futures. There was also a scene where Nikkei 225 futures were temporarily sold up to 39560 yen during the night session, but they kept the positive zone, and +1 σ of the Bollinger Band, which is at the same level, functioned as a support line. Approaching 39,500 yen, which is a milestone, it seems that they will move towards a stance of waiting for a push.

Meanwhile, weakness in semiconductor stocks is conspicuous in the US, and the SOX index fell 2.5%. It was reported that the US Department of Commerce ordered Taiwan Integrated Circuit Manufacturing (TSMC) to stop shipping advanced semiconductors used in AI etc. to Chinese companies, etc., and it was disgusting. Since sales have spread to other semiconductor stocks such as NVIDIA in response to this, there is a possibility that values with a large index impact will become a burden on high-tech stocks. With high-tech stocks showing weak price movements, the Nikkei Stock Average seems to strengthen this feeling. On the other hand, upgrades have been observed in US securities for Fast Lite ＜9983＞, and there is a possibility that it will be perceived as support.

Therefore, it seems that it will unfold while looking sideways at the trend of high-tech stocks. The fact that Furukawa Electric ＜5801＞ sets a high stop every day, and Sumitomo Electric ＜5802＞ updates the highest value, and the fact that AI-related searches are spreading brightens up sentiment. In addition, it is easy to be aware of individual responses using financial results as clues, and when financial results were announced last night, trends such as ACOM ＜8572＞, Nissanka ＜4021＞, Citizen ＜7762＞, Wacoal HD ＜3591＞, Konoike Transport ＜9025＞, daily chemicals ＜4272＞, Alvac ＜6728＞, MTG ＜7806＞, KI Star ＜3465＞, Earth Pharmaceuticals ＜4985＞, Foster Electric ＜6794＞, Persol HD＜181＞, etc. Is attracting attention let's do it.

■Recruit HD, 2Q operating profit up 13.4% to 269.7 billion yen

The results for the second quarter of the fiscal year ending 2025/3 announced by Recruit HD ＜6098＞ were sales revenue of 1 trillion798.7 billion 5 million yen, up 5.4% from the same period last year, and operating profit was 269.7 billion 8 million yen, up 13.4% from the same period last year. The HR technology business, matching & solution business, and temporary staffing business all saw an increase in sales. The consensus (around 255 billion yen) was exceeded. Operating income for the fiscal year ending 2025/3 was revised upward from 390 billion yen to 442.7 billion yen. No consensus was reached (around 484 billion yen).

■Notable materials from the front

・The Nikkei Average rose (39533.32, +32.95)

・The NY Dow rose (44293.13, +304.14)

・The Nasdaq Composite Index rose (19298.76, +11.99)

・1 dollar = 153.60-70 yen

・Chicago Nikkei futures rose (39635, +85)

・Active share buybacks

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

・Tokai Rika ＜6995＞ mold DX expansion, cost reduction through design automation

・Introduced a Fujikoshi ＜6474＞ vacuum degreasing and cleaning device, reducing power consumption by half with a high-efficiency heat pump

・Chugoku Electric Power ＜9504＞ Shimane Unit 2 to restart for the first time in 13 years on the 7th of next month

・Nojima ＜7419＞ VAIO becomes a subsidiary and expands B2B business

・Tohoku Electric Power ＜9506＞ Onagawa Nuclear Power Plant Unit 2 will be in commercial operation by the end of the year, and thorough measures to prevent recurrence

・Kashima ＜1812＞ developed a fully automatic welding robot for steel columns, equivalent to skilled workers

・Obayashi Group ＜1802＞ enters urban DC and invests a total of 100 billion yen in the city center

・ITOCHU ＜8001＞ invests in a new American business succession and develops a small to medium support model in Japan

・Nagase Sangyo ＜8012＞Visualization of mixing and mixing of raw materials, development of simulation software

・TOB to Chita Steel Co., Ltd. ＜7242＞, acquisition amount is approximately 17 billion yen

・Canadevia ＜7004＞ loss of 1.5 billion yen due to offshore wind power, some projects abandoned

・Sukegawa Electric Industry＜7711＞Molten Aluminum Pump Miniaturization, Gigacast View for Cars

・Giken Seisakusho ＜6289＞Press-fit machine technical support and software expansion in Europe and the US

・IRISO ELECTRONICS ＜6908＞ Akita Plant completed and manufactured connectors

・NEC ＜6701＞ Using space and defense as a stable profit base, a tailwind of heightened economic security

・Sanken Electric ＜6707＞ begins mass production of diodes for televisions and white goods

・Sanyo Chemical Industries ＜4471＞ increased production of lubricant additives and increased demand due to improved fuel efficiency

・Kansai Electric Power Company ＜9503＞ thermal power strategy at a crossroads, decarbonization shift starting with Himeji

・Mitsubishi Chemi G＜4188＞ strengthens semiconductor precision cleaning and establishes a new factory in Fukushima

・Neka ＜4118 ＞New equipment at Tomatō Plant doubles production of medical catheters

・Toda Construction ＜1860＞ started a robot utilization consulting business for factories and offices

・Production of Tosoh ＜4042＞GaN sputter target materials begins in Yamagata, for power semiconductors

・Expansion of production of materials for Fujifilm (4901) EUV

☆ Front office event schedule

＜Domestic＞

・ 08:50 October Money Stock M3 (September: YoY: +0.8%)

＜Overseas＞

・Nothing in particular