日経平均採用銘柄では、通期予想を上方修正したものの、政策株式売却益を除いたベースでの利益は実質下方修正だったことから東京海上＜8766＞が大幅安となったほか、MS&AD＜8725＞、T&Dホールディングス＜8795＞も売られた。このほか、京王電鉄＜9008＞、日産自＜7201＞、マツダ＜7261＞、スクリーンHD＜7735＞、バンナムＨＤ＜7832＞などが下落した。The Nikkei Average fell. The forward transaction was closed at 38242.35 yen (estimated volume 0.8 billion 30 million shares), which was 172.08 yen lower (-0.45%) compared to the previous day.
The US stock market on the 19th was mixed. The Dow average fell by 120.66 dollars to 43268.94 dollars, and the NASDAQ closed at 18987.47, which was 195.66 points higher. Sales accelerated due to concerns about the worsening of the Ukrainian-Russian war, and after getting close, they fell drastically. Growth concerns also surfaced in response to the sluggish number of housing starts, and the Dow continued to decline and remained soft throughout the day. Meanwhile, NASDAQ turned upward due to expectations for semiconductor NVIDIA's financial results and a decline in long-term interest rates, then expanded the range of increases at the end of the game, and ended in a mixed situation.
Since the US market had mixed highs and lows, the Tokyo market began trading with small movements. After the Nikkei Average started at the previous day's closing price level, there were scenes where the decline widened slightly, but after one round of sales, it became reluctant to decline. The wait-and-see attitude continues to strengthen ahead of tonight's NVIDIA financial results announcement, aggressive trading was refrained, and trading prices on the Prime Market did not reach the 2 trillion yen range.
In stocks adopted by the Nikkei Average, although the full-year forecast was revised upward, Tokio Marine (8766) depreciated drastically because profits on a basis excluding profit from policy stock sales were actually revised downward, and MS&AD (8725) and T&D Holdings (8795) were also sold. In addition, Keio Electric Railway ＜9008＞, Nissan ＜7201＞, Mazda ＜7261＞, screen HD ＜7735＞, Bannam HD ＜7832＞, etc. fell.
Meanwhile, in addition to good performance, SOMPO ＜8630＞ was bought due to upward revisions to dividend forecasts and stock buyback announcements that exceeded expectations, breaking the high price since listing. Also, since it was reported that the founder would complete the acquisition during this fiscal year, 7 & iHD ＜3382＞ was bought and the year-to-date high price was updated, and the Sony Group (6758), which was reported to have entered into takeover discussions with KADOKAWA ＜9468＞, also rose. In addition, Konica Minolta (4902), Nidec (6594), IHI (7013), Japan Steel Works (5631), etc. were purchased.
By industry, while insurance, mining, air transportation, banking, and other finance declined, retail, textiles, electricity/gas, services, and other products rose.
The lunchtime exchange rate is in the latter half of 154 yen per dollar, but the exchange rate also lacks a sense of direction, and the impact on the stock market is limited. The backstage Tokyo market is also awaiting the announcement of US NVIDIA financial results, so it seems that aggressive trading will be refrained. Interest is directed only to brands that have already produced materials, such as the Sony Group, 7 & iHD, and KADOKAWA, etc., and the Nikkei Average assumes a fight at the 38300 yen level.
