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-- 39.860 Tokyo Market Summary: Nikkei Average up 209 yen, Bank of Japan opens the way for additional rate hikes, headwinds for stocks - Market voices due to Prime Minister Kishida's resignation
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● The Nikkei average closed at 36,442.43 yen, up 209.92 yen from the previous trading day.
Opening the way to an additional rate hike by the Bank of Japan, headwinds for stocks - market's voice on Prime Minister Kishida's resignation.
The yen temporarily rose as the Prime Minister announced he would not run for the party leader election - bonds also higher.
With Prime Minister Kishida's announcement of non-participation, the selection of the next LDP leader is gearing up, probable strong candidates.
Japanese stock investment trusts with the largest inflow of funds this year at 160 billion yen, sharp drop in August.
Rate of increase from the sharp drop in stock prices, AI and defense-related sectors ranking high.
US-based Intel sells all shares of UK's Arm.
Hot Stocks: $Mercari (4385.JP)$、 $Sapporo Holdings (2501.JP)$
moomoo news of individual stocks Japan stocks Sherry
● The Nikkei average closed at 36,442.43 yen, up 209.92 yen from the previous trading day.
Opening the way to an additional rate hike by the Bank of Japan, headwinds for stocks - market's voice on Prime Minister Kishida's resignation.
The yen temporarily rose as the Prime Minister announced he would not run for the party leader election - bonds also higher.
With Prime Minister Kishida's announcement of non-participation, the selection of the next LDP leader is gearing up, probable strong candidates.
Japanese stock investment trusts with the largest inflow of funds this year at 160 billion yen, sharp drop in August.
Rate of increase from the sharp drop in stock prices, AI and defense-related sectors ranking high.
US-based Intel sells all shares of UK's Arm.
Hot Stocks: $Mercari (4385.JP)$、 $Sapporo Holdings (2501.JP)$
moomoo news of individual stocks Japan stocks Sherry
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at 36,442.43 yen, up 209.92 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) closed at 2,581.90, up 28.35 points.
In today's Tokyo stock market, the Nikkei average stock price closed at 36,442.43 yen, up 209.92 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) closed at 2,581.90, up 28.35 points.
Top News
The resignation of Prime Minister Kishida opens the way for the Bank of Japan to raise interest rates, but it may be a headwind for the stock market.
Prime Minister Kishida announced that he will not run in the Liberal Democratic Party leadership election scheduled for September, and voices have emerged in the market among strategists and market participants supporting a new leader who supports the Bank of Japan's efforts to normalize monetary policy, which has opened the way for further interest rate hikes. On the other hand, it was pointed out that the rise in interest rates and political uncertainty could be a headwind for stocks, which are heavily owned by overseas investors who dislike these factors. In the Japanese stock market on the 14th, the Nikkei had been sluggish due to reports from Kyodo News and others about Prime Minister Kishida's decision not to run in the election, but it temporarily rose more than 300 yen in the latter half of the morning trading. Afterwards, it turned negative and showed volatile price movements. The yen strengthened to the upper 146 yen level against the dollar. In the bond market, where the decline in long-term interest rates in the United States prevailed, the yield on 10-year bonds fell 3 basis points to 0.81%.
Related articles
Prime Minister Kishida's announcement of not running in the leadership election triggers a situation of political distrust.
The yen temporarily rose, and the prime minister announced that he would not run for party presidency - bond prices also high.
There are reports that Mr. Kishida's intention not to run for party presidency is driving Imura's activity.
The resignation of Prime Minister Kishida opens the way for the Bank of Japan to raise interest rates, but it may be a headwind for the stock market.
Prime Minister Kishida announced that he will not run in the Liberal Democratic Party leadership election scheduled for September, and voices have emerged in the market among strategists and market participants supporting a new leader who supports the Bank of Japan's efforts to normalize monetary policy, which has opened the way for further interest rate hikes. On the other hand, it was pointed out that the rise in interest rates and political uncertainty could be a headwind for stocks, which are heavily owned by overseas investors who dislike these factors. In the Japanese stock market on the 14th, the Nikkei had been sluggish due to reports from Kyodo News and others about Prime Minister Kishida's decision not to run in the election, but it temporarily rose more than 300 yen in the latter half of the morning trading. Afterwards, it turned negative and showed volatile price movements. The yen strengthened to the upper 146 yen level against the dollar. In the bond market, where the decline in long-term interest rates in the United States prevailed, the yield on 10-year bonds fell 3 basis points to 0.81%.
Related articles
Prime Minister Kishida's announcement of not running in the leadership election triggers a situation of political distrust.
The yen temporarily rose, and the prime minister announced that he would not run for party presidency - bond prices also high.
There are reports that Mr. Kishida's intention not to run for party presidency is driving Imura's activity.
With Prime Minister Kishida's announcement of not running for party presidency, the race for the next leader of the Liberal Democratic Party is gaining momentum, and several strong candidates are expected.
Following Prime Minister Fumio Kishida's announcement on the 14th that he has no intention of running in the September election for the president of the Liberal Democratic Party, Japan is set to welcome a new leader. Below are the potential successors who are considered strong: Former Defense Minister Shigeru Ishiba, Minister of Digital Transformation Taro Kono, Minister of Foreign Affairs Youko Kamikawa, Secretary-General Toshimi Kitazawa, Former Minister of the Environment Shinjiro Koizumi, and Minister of Economic Security Sanae Takaichi.
Following Prime Minister Fumio Kishida's announcement on the 14th that he has no intention of running in the September election for the president of the Liberal Democratic Party, Japan is set to welcome a new leader. Below are the potential successors who are considered strong: Former Defense Minister Shigeru Ishiba, Minister of Digital Transformation Taro Kono, Minister of Foreign Affairs Youko Kamikawa, Secretary-General Toshimi Kitazawa, Former Minister of the Environment Shinjiro Koizumi, and Minister of Economic Security Sanae Takaichi.
Japanese stock investment trusts saw the largest inflow of funds this year, reaching 160 billion yen in August, which was a week of significant decline.
The image of individual investors moving towards buying Japanese stocks during a sharp decline is clear. The inflow of funds into investment trusts that invest in Japanese stocks exceeded 160 billion yen in the first week of August (5th to 9th), which was the largest weekly amount this year. For individuals who started investing through the new small-sum investment tax-exempt system (NISA) that began in 2024, the sharp decline in the Nikkei average stock price on the 5th may have been a scene that could cause panic. However, it seemed like a buying opportunity to reduce the average purchase cost for systematic investment and led to calm investment behavior.
The image of individual investors moving towards buying Japanese stocks during a sharp decline is clear. The inflow of funds into investment trusts that invest in Japanese stocks exceeded 160 billion yen in the first week of August (5th to 9th), which was the largest weekly amount this year. For individuals who started investing through the new small-sum investment tax-exempt system (NISA) that began in 2024, the sharp decline in the Nikkei average stock price on the 5th may have been a scene that could cause panic. However, it seemed like a buying opportunity to reduce the average purchase cost for systematic investment and led to calm investment behavior.
The top performers in terms of the rate of increase after a sharp decline in stock prices are AI and defense-related industries.
The Nikkei Stock Average fell by 4,451 yen compared to the previous day on the 5th, recording the largest decline in history. However, on the following day, the 6th, it rebounded significantly, rising by 3,217 yen, which was also the largest increase in history. As a result, the market is paying attention to the resilience of stock prices. When examining the rate of increase from the closing price on the 5th for the 225 stocks listed on the Nikkei Stock Average, it was notable that the stock prices of semiconductor companies that announced good earnings after the sharp decline and defense-related companies showed a rebound.
The Nikkei Stock Average fell by 4,451 yen compared to the previous day on the 5th, recording the largest decline in history. However, on the following day, the 6th, it rebounded significantly, rising by 3,217 yen, which was also the largest increase in history. As a result, the market is paying attention to the resilience of stock prices. When examining the rate of increase from the closing price on the 5th for the 225 stocks listed on the Nikkei Stock Average, it was notable that the stock prices of semiconductor companies that announced good earnings after the sharp decline and defense-related companies showed a rebound.
Intel sells all shares of UK's ARM.
The US semiconductor company Intel had sold all its shares of the UK semiconductor design in the period from April to June 2024. $Arm Holdings (ARM.US)$It was revealed in the quarterly securities report submitted to the US Securities and Exchange Commission (SEC) on the evening of August 13, Eastern Time, that all shares of the UK's semiconductor design owned by Intel had been sold.
The US semiconductor company Intel had sold all its shares of the UK semiconductor design in the period from April to June 2024. $Arm Holdings (ARM.US)$It was revealed in the quarterly securities report submitted to the US Securities and Exchange Commission (SEC) on the evening of August 13, Eastern Time, that all shares of the UK's semiconductor design owned by Intel had been sold.
Possibility of slowdown in Japanese corporate bond issuance, with spread widening conversion due to BOJ rate hike.
Following the Bank of Japan's additional interest rate hike decision on July 31, the yen bond market has become increasingly unstable, and underwriters of corporate bonds anticipate a slowdown in bond issuance due to the high cost of corporate bond issuance. According to Bloomberg data, Japan's bond spread (interest rate surcharge) widened by about 1.6 basis points (bp, 1 bp = 0.01%) in the two weeks until the 9th. The spread, which is an important indicator of funding costs, had been consistently shrinking this year, but the trend is changing with the additional interest rate hike by the Bank of Japan.
Following the Bank of Japan's additional interest rate hike decision on July 31, the yen bond market has become increasingly unstable, and underwriters of corporate bonds anticipate a slowdown in bond issuance due to the high cost of corporate bond issuance. According to Bloomberg data, Japan's bond spread (interest rate surcharge) widened by about 1.6 basis points (bp, 1 bp = 0.01%) in the two weeks until the 9th. The spread, which is an important indicator of funding costs, had been consistently shrinking this year, but the trend is changing with the additional interest rate hike by the Bank of Japan.
Hot stocks
Mercari's stock price temporarily dropped by 10.7%, casting doubts on US flea market growth.
$Mercari (4385.JP)$It fell for the first time in 6 business days, dropping to 1941 yen, down 10.75% at one point. On the 13th, it announced that the consolidated core operating profit (international accounting standards) for the June 2025 period (current period) is likely to increase by 17-32% from the previous period to reach 22 billion - 25 billion yen. Amid growing anticipation of withdrawal, the US flea market business, which the market was focusing on, seems to be pressed for short selling without dispelling uncertainties about its re-growth, despite aiming for break-even through workforce reduction and a reconsideration of fees.
Mercari's stock price temporarily dropped by 10.7%, casting doubts on US flea market growth.
$Mercari (4385.JP)$It fell for the first time in 6 business days, dropping to 1941 yen, down 10.75% at one point. On the 13th, it announced that the consolidated core operating profit (international accounting standards) for the June 2025 period (current period) is likely to increase by 17-32% from the previous period to reach 22 billion - 25 billion yen. Amid growing anticipation of withdrawal, the US flea market business, which the market was focusing on, seems to be pressed for short selling without dispelling uncertainties about its re-growth, despite aiming for break-even through workforce reduction and a reconsideration of fees.
Sapporo HD stock continues to rise significantly, seeking proposals such as acquisition of real estate business
$Sapporo Holdings (2501.JP)$Continues to rise significantly. It rose to a high of 7,174 yen, up 15.3% at one point. On the 13th, the company announced that it will start soliciting proposals such as acquisition offers from strategic partner candidates for external capital introduction into the real estate business in mid-September, and speculative buying has become dominant.
Related Articles
Domestic beer sales increased by 6% in July due to the intense heat and increase in outdoor events
Source: Bloomberg, Nihon Keizai Shimbun, moneyworld, MINKABU
$Sapporo Holdings (2501.JP)$Continues to rise significantly. It rose to a high of 7,174 yen, up 15.3% at one point. On the 13th, the company announced that it will start soliciting proposals such as acquisition offers from strategic partner candidates for external capital introduction into the real estate business in mid-September, and speculative buying has become dominant.
Related Articles
Domestic beer sales increased by 6% in July due to the intense heat and increase in outdoor events
Source: Bloomberg, Nihon Keizai Shimbun, moneyworld, MINKABU
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Chibou :
Kishida, I wonder if it wasn't until I went outside that I understood the public opinion of the people 
the opposition party would win. the next general election. slow. The market benefits the Japanese economy. Let's be careful about the American presidential election too
暇老人 : If Takaichi Sanae, who has a weak base within the party, becomes the first female prime minister, I think we can switch to aggressive finance. Certainly, the other candidates are all fiscal austerity and tax hikes who have been brainwashed by the Ministry of Finance, so anxiety about the future of the Japanese economy, let alone stock prices, remains.
Yoshi_777 : I think monetary policy normalization is necessary, but the condition is that the economy remains steady. If the exchange rate fluctuates in line with the appreciation of the yen and corporate performance is affected, wage increases will not continue, and consumption will not increase. All of this has resulted in increased volatility because the monetary policy cycle is reversed between Japan and the US, plus the world.
The current Liberal Democratic Party doesn't have any presidential candidates who can wave the flag of monetary policy normalization, prepared for rapid yen appreciation and stock depreciation. The approval rating is scary, and I think they will have no choice but to move in a populist way after all.