Nomura Holdings, Inc.

2897

2525

1626

1631

1369

1329

1586

US investors are returning to Japanese stocks as confidence recovers from the Middle East crisis, according to Goldman Sachs. The stabilizing yen has led to increased US capital inflows into the Nikkei 225, which has surged 16% this month. Investors view Japan's recent selloff as influenced by global factors, making them more comfortable re-entering the market. Domestic catalysts, including earnings season and governance changes, are expected to enhance capital efficiency. However, risks remain if Middle East tensions escalate, impacting global growth. Goldman has lowered its 12-month target for the Topix to 4,200 from 4,300.

Bloomberg

Nissin Foods Holdings Co., Ltd.

Japan Agricultural Cooperatives Group

Asset Management One Co., Ltd.

Mitsubishi UFJ Financial Group, Inc.

BlackRock, Inc.

Simplex Financial Holdings Co., Ltd.

Sumitomo Mitsui Trust Holdings, Inc.

Pro Ultrshrt Yen

Goldman Sachs

S&P 500

Japan Exchange

GS Hldg R

Goldman Says US Buyers Return to Japan Stocks as War Shock Fades

9984

SFTBY

1365

1570

The Nikkei index in Japan rose by 256 points or 0.4%, closing at 58,134 points. The market increased on hopes of the end of the US-Iran conflict, with foreign capital buying stock index futures and technology stocks. SoftBank rose nearly 5%, and the three major bank stocks increased by 2% to 2.4%. Suntory plans to acquire the over-the-counter drug division of Takeda Pharmaceutical for approximately 200 billion yen, with stock prices rising by 1.2% and 3.6%, respectively. Other individual stocks showed mixed performance, with Fast Retailing down 0.4% and Hitachi up 5.3%

AASTOCKS

SoftBank Group Corp.

SoftBank

Daiwa Securities Group, Inc.

The Nikkei index closed up 256 points or 0.4%, SoftBank rose nearly 5%, and the three major bank stocks increased

6857

The Nikkei Index fell by 1,007 points or 1.9% in the half-day session, closing at 52,731 points. Market sentiment reversed due to Trump's harsh statements against Iran, having initially opened 327 points higher. AI and semiconductor stocks generally declined, with Advantest down 5.8% and Kioxia down 4.6%. Fiber optic and metal stocks also saw a drop, with JX Metals down 5.7%. The US dollar rose back above the 159 level against the yen, last reported at 159.43

Advantest Corp.

The Nikkei index fell 1,007 points or 1.9% in the morning session, and the US dollar rose back above the 159 level against the Japanese yen

1615

The Japanese bank stock index fell sharply by 8%

Wallstreetcn

Nomura Holdings, Inc.(1631.JP)

Goldman Says US Buyers Return to Japan Stocks as War Shock Fades

The Nikkei index closed up 256 points or 0.4%, SoftBank rose nearly 5%, and the three major bank stocks increased

The Nikkei index fell 1,007 points or 1.9% in the morning session, and the US dollar rose back above the 159 level against the Japanese yen

The Japanese bank stock index fell sharply by 8%