Rating [security companies rating]

Upgrade - Bullish code stock name securities firm previously changed to: ---------------------------------------------- <6471> Nichidenshi CLSA 'Hold' 'OutP' <6028> TechnoPro HD Tachibana 'Neutral' 'Slightly Bullish' <5703> Nikkei Gold HD Tachibana 'Neutral' 'Slightly Bullish' <6752> Panasonic McCorley 'Neutral' 'OutP' Downgrade - Bearish code stock name securities firm

Fisco Japan19:18 ET

Nikkei May Rise as Earnings Hopes Support -- Market Talk

WSJ18:50 ET

11/5 [Strengths and Weaknesses Materials]

[Bullish and Bearish Factors] Bullish factors include Chicago Nikkei futures rising (38375, +255 compared to Osaka), USA crude oil futures rising (71.47, +1.98), decrease in USA long-term interest rates, expectations of inflation stabilization in the USA, active share buybacks, and a request from the Tokyo Stock Exchange for improving corporate value. Bearish factors include the Nikkei Average declining (38053.67, -1027.58), the NY Dow Jones Industrial Average falling (41794.60, -257.59), the Nasdaq Composite Index dropping (18179.98, -59.93), and 1 dollar equals 152 yen.

Fisco Japan18:42 ET

Amidst waiting for the results of the US presidential election, individual responses are being prepared.

[Stock Opening Comments] On November 5, the Japanese stock market is likely to see market developments while keeping an eye on the results of the US presidential election. On November 4, the US market saw the Dow Jones Industrial Average fall by 257 points, and the Nasdaq dropped by 59 points. Leading up to the presidential election, sell-offs due to position adjustments have prevailed. Nvidia announced that S&P Dow Jones Indices will replace Intel in the Dow Industrial Average as a constituent stock, resulting in an increase. Meanwhile, Intel declined, affecting the NY Dow.

Fisco Japan18:40 ET

Shibaura Machinery, Fuji Die, etc. [List of stock materials from the newspaper]

*Shibaura Machinery <6104> Various companies in the machinery industry are accelerating their response to large-scale work (Nikkan Kogyo front page)-○ *Canon <7751> OA companies are accelerating resource circulation, with over 80% of recycling machines and components (Nikkan Kogyo page 3)-○ *Cosmo Energy HD <5021> Cosmo Petroleum to sell all shares of South Korea Paraxylene joint venture, 16 billion yen (Nikkan Kogyo page 3)-○ *Nissan Motor <7201> Mitsubishi Corporation and a joint investment company in self-driving and EV related businesses (Nikkan Kogyo page 3)-○ *Fuji Die <6167> Nickel electrodes

Fisco Japan18:31 ET

Steady, with an upcoming event, the upper limit seems to be under pressure.

[Emerging markets individual stock strategy] Today's emerging markets are expected to show a firm development. In the Tokyo market, during the 3-day weekend last weekend, the Dow Jones Industrial Average rose by 288.73 points (+0.69%) in the U.S. stock market on the 1st. Despite the rise in long-term interest rates, expectations of a rate cut following the employment statistics and good corporate earnings supported stock prices. The market fell yesterday, the 4th, to 41,794.60 points, a decrease of 257.59 points (-0.61%). The decline in long-term interest rates provided support for stock prices, but the uncertainty ahead of the presidential election added to the sense of opacity.

Fisco Japan18:20 ET