Tokyo market summary: Nikkei average rises by 368 yen TOPIX has the biggest increase rate in June, Toyota sells semiconductors significantly higher every day

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Financial stocks led the way, TOPIX had the biggest rate of increase in June, and bonds fell
The Japanese market on the 25th was driven by financial stocks that followed the trend of global value stock reviews, and stocks continued to rise. TOPIX's rise is the biggest this month. Bonds fell amid a sense of caution about the Bank of Japan's early policy revisions smoldering. The yen was bought before the 160 yen milestone against the dollar. Chief strategist Ishiguro Hideyuki of Nomura Asset Management pointed out that, ahead of the end of the quarter at the end of June, there is a global rebalancing movement to sell stocks and assets with good performance and buy bad stocks and assets. They said that although the medium-term growth potential of NVIDIA and semiconductors has not changed, it is a phase where the sense of overheating due to a sharp rise in stock prices will cool down in the short term.

Overseas investors are looking at large stocks and value stocks, and buying Toyota is drastically high every day
It was declining due to authentication fraud issues $Toyota Motor (7203.JP)$The strength of large stocks and value (undervalued) stocks was conspicuous, as it became drastically higher every day. In addition to the fact that overseas players are proceeding with reinvestment of dividends, there is also a view that funds are being transferred back to Japanese stocks due to depreciation in Chinese stocks.
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Hitachi stock has been high since listing, with a total market value of 16 trillion yen, expected to buy back the company's stock
$Hitachi (6501.JP)$There was a big backlash. A temporary 5.16% increase of 17,615 yen was added, and the high price since listing was updated for the first time in 2 weeks. There are observations that funds are flowing into major stocks with large market capitalization from overseas investors, and it seems that buying has spread to Hitachi as well. The rate of increase in stocks included in the “TOPIX Core 30,” which consists of 30 major stocks, is conspicuous every day. Hitachi's total market value was in the 16 trillion yen range, and it rose to 5th place in the Tokyo Stock Exchange Prime Stock Exchange. 4th place $Sony Group (6758.JP)$The total market value of is also scarce. Among securities analysts, predictions are also increasing, with UBS Securities setting Hitachi's target stock price at 21,000 yen and Macquarie Capital Securities at 20,200 yen.

Kanto Railway and Keisei Electric Railway approved making them wholly owned subsidiaries in a stock exchange in September
Kanto Railway will hold an ordinary general meeting of shareholders on the 25th, $Keisei Electric Railway (9009.JP)$The plan to make it a wholly owned subsidiary proposed by was approved. It will be implemented on 9/1 after a stock exchange. Keisei Electric Railway aims to maximize synergy effects by making it a wholly owned subsidiary. 0.133 shares of Keisei Electric Railway will be allocated to 1 share of Kanto Railway. Keisei Electric Railway will not issue new shares and will bet 530,000 1973 shares of treasury stock it holds. Keisei Electric Railway holds 60.54% of Kanto Railway's shares and is a consolidated subsidiary.