Tokyo Market Summary: The Nikkei Average rose by 493 yen, can it surpass the rapidly rising box price at the end of the quarter

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Can the Nikkei Average surpass the rapidly rising box rate at the end of the quarter
The Nikkei Stock Average is once again in the 40,000 yen range. The atmosphere seems like the box price of 37,000 yen to 39,000 yen, which has continued since April, will rise. In response to the trend of high US high-tech stocks the day before, in the stock market $Tokyo Electron(8035.JP)$Ya $Advantest(6857.JP)$A review was made mainly of semiconductor-related growth stocks, etc. The Nikkei Average seems to have surged the box rate, but what is worrisome is the accumulation of margin trading balance leading to potential future selling pressure. The balance of margin trading purchases as of the 21st announced by the Tokyo Stock Exchange on the 25th was 4,911.7 billion yen, a high level for the first time in about 18 years since 2006/6.

Is Japan's exchange intervention after the PCE announcement, or is hasty action a risk - market participants
Inflation indicators that the US financial authorities place importance on will be announced on the 28th of this week, but depending on the numbers, it could be the next major pain for yen, and there is a possibility that it will also trigger yen buying intervention by the Japanese monetary authorities. Mr. Takafumi Onodera, head of the sales and trading department of Mitsubishi UFJ Trust Bank New York, pointed out that “even if the dollar/yen exchange rate breaks through 160 yen before PCE statistics are announced, they will at least decide to intervene after waiting for results.”

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Ad Test CEO Expects AI Boom to Mean Increased Demand for Inspection Equipment
$Advantest(6857.JP)$Douglas Rafeeva, Group Chief Executive Officer (CEO) of, expressed recognition that semiconductors will become complicated over the next few years due to the AI boom, boosting demand for semiconductor inspection equipment. In an interview with Bloomberg Television on the 26th, Mr. Rafeeva stated that semiconductors for AI “are extremely complex devices, and complexity means that more tests will be carried out to ensure yield and reliability.” The AI boom will not only spur data center investment, but will also boost other industries, including automobiles, he said.

Stock prices fell 10% 1 year after the NTT stock split, and the gap widened with JT
$Nippon Telegraph & Telephone(9432.JP)$It will be 1 year on the 29th after implementing a stock split to change 1 share to 25 shares. Stock prices have fallen 14% over the past year. The minimum investment amount has dropped drastically, and combined with the inflow of funds via the new small investment tax exemption system (NISA), individual investors' holdings have greatly increased. Stock prices, which had been on an upward trend for a while after the split, turned into a downward phase after entering this year, and are also popular with individuals due to high dividend yields, etc. $Japan Tobacco(2914.JP)$The difference is only widening.

Kansai Electric Power Company's general shareholders' meeting, rejection of 18 shareholders' proposals, nuclear power plant withdrawal, etc.
$Kansai Electric Power(9503.JP)$An ordinary general meeting of shareholders was held in Osaka on the 26th. All 18 proposals, such as withdrawal from the nuclear power business issued by shareholders and the dismissal of Chairman Sakakibara Sadayuki as a director, were rejected. The company explained organizational climate reforms and compliance (compliance with laws and regulations) efforts in response to a series of scandals, such as unauthorized browsing of customer information and cartels surrounding corporate electricity sales.
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Nintendo continues to grow for 3 days Mizuho Securities raised its target stock price from 9600 yen to 10,500 yen
$Nintendo(7974.JP)$It continued to grow for 3 days. The fact that Mizuho Securities continued to make investment decisions and raised the target stock price from 9600 yen to 10,500 yen seems to underpin the stock price.