House byline
Stocks correspondent
Ryo Tanaka is a house byline for InfoHandle’s Stocks desk.
Resona Holdings Inc and Mizuho Financial Group Inc led declines in Tokyo’s banking subindex Tuesday after a Ministry of Finance 40-year government bond auction drew soft coverage, steepening the long end and reviving questions about how regional lenders mark bond portfolios.
Chair Tomoko Tamura told a central committee meeting the party will prioritise expanding its own organisation and confronting the Takaichi government, dropping “citizens and opposition cooperation” language used since 2017.
Advantest and other Tokyo AI-hardware leaders led a semiconductor pullback on Monday as investors locked in gains ahead of U.S. CPI data, leaving the Nikkei near 70,000 while 10-year JGB yields hovered around 3.1 percent.
The TOPIX closed at 3,197.59 on Friday as ex-dividend selling and pre-holiday profit-taking outweighed gains in Fast Retailing, leaving the broad index below 3,200 before Sports Day.
Department-store operator MARUI and apparel giant Fast Retailing led a custom consumer basket higher on Friday as the yen slid to 151.20 per dollar, offsetting gasoline anxiety after Middle East oil spikes.
The Nikkei 225 fell 993 points Thursday as climbing crude prices punished automakers and chip gear makers gave back recent gains.
Sony Group stock rose in Tokyo trade as investors weighed console demand and a weaker yen that inflates overseas revenue when translated home.
Sony Group shares hovered near ¥3,740 in Tokyo as investors weigh PlayStation hardware shipments against a weak yen that inflates overseas game and imaging revenue ahead of the November earnings date.
Tokyo’s benchmark gave back part of Monday’s 1,637-point jump as Advantest and Tokyo Electron led profit-taking ahead of Governor Ueda’s afternoon remarks.
Tokyo cash equities return from the weekend with Nikkei 225 futures having briefly traded above 70,000 after a weak U.S. payrolls report eased near-term Fed tightening bets.
The Nikkei 225 fell 647 points to 68,309 on Thursday as rising Japanese government bond yields and a weak yen near 158 complicated the post-Tankan trade.
Tokyo Electron and Advantest shares led Tokyo’s chip-equipment complex higher after both vendors pointed to stronger memory-fab spending plans, pulling the broader semiconductor index up in the first October session.
Tokyo Electron and Advantest led the Topix machinery gainers after SEMI raised its 2026 wafer-fab equipment spending outlook on memory and advanced-packaging demand.
Tokyo insurers and trading houses led TOPIX gains Tuesday while real-estate investment trusts gave back Monday’s bounce, as the 10-year Japanese government bond yield hovered near 3.10 percent after the Bank of Japan’s September hike.
Resona Holdings and Recruit Holdings led Tokyo’s morning advancers as traders rotated into banks and staffing names after the Bank of Japan’s September hike, while domestic real-estate REITs sold off on higher discount-rate assumptions.
Tokyo’s TOPIX index opened lower on Monday as insurers, banks and real-estate investment trusts sold off on fears that long-end Japanese government bond yields will stay above 3.1 percent after the BOJ’s September rate hike.
Tokyo's cash market ended the week with TOPIX at a record, but the Sunday read is narrower: a yen still sitting in the 148 zone, a diplomatic weekend that touches trade and defense, and a Monday open that has to decide whether Friday's breadth was bought or merely marked.
Tokyo's cash benchmark closed at a record as buyers positioned around the September dividend ex-date, while a yen near 148 kept exporters bid and tech names gave back gains.
Sony Group investors focused on imaging and game divisions after interim updates showed overseas revenue swelling on a weak yen, lifting dollar-translated margins even as PlayStation hardware volumes stay mature and camera demand tracks content creators rather than mass consumer upgrades.
The Nikkei 225 rose in Thursday’s first full Tokyo Stock Exchange cash session after Silver Week, with exporters and chip-linked heavyweights leading while Osaka night futures near 45,200 and the Bank of Japan’s 1.25 per cent stance framed yen-sensitive earnings trades.