Key Facts
• June 26: Nikkei 225 closed at 39,584.58, up 642.51 points (+1.65%).
• Semiconductor stocks led gains, recovering the 39,000 yen mark for the first time in 5 months.
• Morning session: Nikkei opened 130 points higher, reaching 39,000 yen at the start.
• Afternoon session: Index peaked at 39,615.59, driven by futures-led buying.
• TOPIX rose 0.81% to 2,804.69; Prime Market Index gained 0.81% to 1,443.29.
• Prime Market: 73% of stocks rose, with 1,189 gainers and 380 decliners.
• Key gainers: SoftBank Group (+5%), Tokyo Electron (+3%), Advantest (+5%).
• Key decliners: Renesas Electronics (-11%), Toyota Motor (slightly down).
• Trading volume: 4.92 trillion yen; 183 million shares traded on the Tokyo Stock Exchange.
• Growth Market: Growth 250 Index fell 1.85% to 743.33 points.
• Newly listed A-Tie stock closed at 2,600 yen, 68.6% above its IPO price.
• Analyst view: U.S. semiconductor earnings (e.g., NVIDIA) supported buying despite regulatory concerns.
• Risks: U.S.-Japan tariff negotiations may impact Japanese corporate earnings (EPS).
Summary
The Nikkei 225 surged 642.51 points (+1.65%) on June 26, closing at 39,584.58, marking a 5-month high. Semiconductor stocks, buoyed by strong U.S. tech earnings, led the recovery above the 39,000 yen threshold. The index peaked at 39,615.59 during the afternoon session, supported by futures-led buying. TOPIX and the Prime Market Index also rose 0.81%, with 73% of Prime Market stocks gaining. Key performers included SoftBank Group (+5%) and Tokyo Electron (+3%), while Renesas Electronics fell sharply (-11%). Trading volume reached 4.92 trillion yen. Analysts noted continued interest in semiconductor stocks despite U.S. regulatory concerns, but warned that unresolved U.S.-Japan tariff negotiations could limit Japanese corporate earnings growth. Meanwhile, the Growth 250 Index dropped 1.85%, and newly listed A-Tie stock closed 68.6% above its IPO price.
