日経平均採用銘柄では、ナスダック大幅安を受けて、ソフトバンクグループ＜9984＞、アドバンテスト＜6857＞、ソシオネクスト＜6526＞、レーザーテック＜6920＞、東京エレクトロン＜8035＞など半導体株が総じて安い。また、昨日買い優勢となった三菱自＜7211＞やマツダ＜7261＞など自動車株の一角が反落、ホンダ＜7267＞は続落で年初来安値を更新した。このほか、東京建物＜8804＞、住友不動産＜8830＞、三菱地所＜8802＞、三井不動産＜8801＞など不動産株が弱い。The Nikkei average continued to fall for 5 days. The forward transaction was closed at 38708.38 yen (estimated volume 1.2 billion 10 million shares), which was 373.33 yen lower (-0.96%) compared to the previous day.
The US stock market continued to decline on the 18th. The NY Dow is 42326.87 dollars, which is 1123.03 dollars lower than the previous day, and the NASDAQ is 19392.69 points, which is 716.37 points lower. While signs of watching intensified ahead of the announcement of the Federal Open Market Committee (FOMC) results, it was mixed after they snuggled up. The Dow Jones Average, which had continued to decline until the day before, began with a slight decline, while buying entered part of the main stock and rose. The FOMC lowered the main policy interest rate by 0.25% as expected, but it declined due to disappointment that the interest rate cut forecast for 25 declined from the previous forecast. After that, the decline widened as long-term interest rates rose, and it ended.
In response to the drastic depreciation of US stocks, the Tokyo market also began trading with a sales advantage. The Nikkei Average temporarily fell over 700 yen from the previous day, but after one round of sales, the decline narrowed. There is a growing view that the results of the monetary policy meeting by the Bank of Japan to be announced today “there is a high probability that interest rate hikes will be postponed,” and it seems that they are reassuring material for the market. The rise in US interest rates also supports the fact that the exchange rate has depreciated in the middle of the 154 yen per dollar compared to the previous day.
Among stocks adopted by the Nikkei Average, semiconductor stocks such as SoftBank Group ＜9984＞, Advantest ＜6857＞, Socionext ＜6526＞, Lasertech ＜6920＞, and Tokyo Electron ＜8035＞ are generally cheap. Also, a corner of automobile stocks such as Mitsubishi (7211) and Mazda (7261), which had a buying advantage yesterday, fell, and Honda (7267) continued to fall, breaking year-to-date lows. In addition, real estate stocks such as Tokyo Tatemono ＜8804＞, Sumitomo Real Estate ＜8830＞, Mitsubishi Estate ＜8802＞, and Mitsui Fudosan ＜8801＞ are weak.
Meanwhile, Nissan's own (7201), which stopped high yesterday, temporarily rose after fluctuating, such as entering a negative zone compared to the previous day. Shipping stocks such as Kawasaki Kisen ＜9107＞ and NYK Line ＜9101＞ were also bought. In addition, IHI ＜7013＞, Yamato HD ＜9064＞, NTN ＜6472＞, Sumitomo Chemical ＜4005＞, Asahi ＜2502＞, Canon ＜7751＞, etc. rose.
By industry, while electricity/gas, nonferrous metals, real estate, petroleum and coal products, electrical equipment, etc. declined, shipping, other products, warehousing/transportation-related, textiles, foodstuffs, etc. rose.
The market is paying attention to when the results of the Bank of Japan monetary policy meeting will be announced. Since there are plenty of discussions, such as scrutinizing data based on FOMC results announced in the wee hours of dawn and publishing a “multifaceted review” summarizing untraditional monetary mitigation measures implemented in the 25 years since 1998, etc., it is expected that the announcement will be delayed. In the market, there is also a possibility that futures and exchange markets will react ahead of expectations if the announcement time is delayed. There is a possibility that the backstage Tokyo market will have rough price movements due to speculation ahead of schedule. There is a possibility that the Nikkei Average will turn around all at once, and there is also a possibility that it will drop one step lower, so I want to be wary of fluctuations.
