Newsletter

[Market Eye]Stocks: Nikkei 225 plummets, increasing caution about geopolitical risks | Reuters

[Tokyo 17th Reuters]-<13:05> Nikkei average plummets, increasing caution about geopolitical risks

The Nikkei Stock Average fell sharply after the conflict. The current stock price is around 27,100 yen, which is over 350 yen lower. The yen is appreciating in the foreign exchange market. As the situation in Ukraine becomes more tense, there is a growing sense of caution about geopolitical risks.

<11:45> The Nikkei average in the previous session fell back, and geopolitical risk smoldered.

On the Tokyo Stock Exchange, the Nikkei average fell 64.55 yen from the previous business day to 27,395.85 yen, falling slightly and closing the morning trading. After starting cheaply in the morning, the conflict in the minus zone continued. While the US Federal Open Market Committee (FOMC) agenda, which was wary of hawkish material, passed safely for the time being, the geopolitical risk over Ukraine was smoldering and the upside was heavy.

The Nikkei average fell slightly and approached, and then gradually expanded to 27,306.53 yen, a decrease of 153.87 yen from the previous business day. Profit-taking sales and sales waiting for return preceded due to the sharp rise on the previous day.

The day before, some Russian troops who had completed the exercises at the Ukrainian border were informed that they were withdrawing and the stock price was supported, but it was reported that the United States and the North Atlantic Treaty Organization (NATO) could not confirm the withdrawal of Russian troops. , It became the weight of the market again.

After that, it was reluctant to lower, and the frustration continued around 100 yen depreciation. The domestic settlement of accounts has run its course and there are few clues, and the market as a whole has become a “development to find a calm place” (domestic securities). The price range of the previous market is 124.91 yen.

Individually, the sharp drop in high PER (Price Earnings Ratio) stocks such as KEYENCE and Recruit Holdings was conspicuous. In the market, “Although the FOMC agenda has passed safely, concerns have not been dispelled toward the FOMC in March, and it seems that growth selling as a major trend continues” (Mito Securities Chief Fund Sakai) The view with the manager) was asked. Mothers overall in the emerging stock market also fell back, hitting the lowest price since April 2020.

On the other hand, strong stocks related to reopening (economic resumption) such as H.I.S., ANA Holdings, and JR Central were conspicuous. The number of newly infected Omicron strains continues to be at a high level, but there was a voice saying that “the market is one step ahead and there are movements to expect normalization of economic activities” (domestic securities). .. In addition, FAST RETAILING and Tokyo Electron became solid and supported the index.

TOPIX closed the morning trading at 1939.86 points, down 0.35%. The trading value of the first section of the Tokyo Stock Exchange was 1,318,097 million yen. Among the 33 industries of the TSE, 26 industries such as warehousing / transportation-related industry, service industry, and transportation equipment decreased in price, and 7 industries such as air transportation industry, mining industry, and shipping industry increased.

The number of rises and falls in the first section of the Tokyo Stock Exchange was 777 stocks (35%), 1260 stocks (57%), and 143 stocks (6%).

<10:20> The Nikkei average is reluctant to lower, lacking clues and moving to find a calm place

The Nikkei average is about 100 yen lower and is reluctant to lower. There are few clues in the near future, and there are voices saying, “Today is a development to find a calm place” (domestic securities). The FOMC agenda was perceived as having no hawkish surprises, but inflation concerns and geopolitical risks continue to smolder, saying “it’s hard to tilt one direction” (same).

Among the 33 industries of the TSE, 26 industries such as service industry, warehousing / transportation related industry, and information / communication industry have fallen, and 7 industries such as mining industry, shipping industry, and air transportation industry have increased. The price increase of the first section of the Tokyo Stock Exchange is 29%, and the price decrease is 64%.

<09:05> Nikkei average starts to fall slightly, geopolitical risk smolders

The Nikkei average started off slightly, falling 28.98 yen from the previous business day to 27,431.42 yen on the Tokyo Stock Exchange. While the geopolitical risk over Ukraine was smoldering, profit-taking and waiting-for-return sales preceded due to the sharp rise the day before. After approaching, the price is at a level of over 100 yen.

Major stocks such as Toyota Motor Corporation and Sony Group are conspicuously negative. Semiconductor-related and electronic parts such as Tokyo Electron are mixed.

Fast Retailing, which has a large index contribution, is slightly higher, and SoftBank Group is slightly lower.

<08:43> Sony G has a selling advantage and Recruit HD has a buying advantage.

According to market officials, the board situation before approaching is Toyota Motor, Shin-Etsu Chemical’s buying and selling competition, Sony Group, Keyence’s selling advantage, Recruit Holdings, NTT’s buying advantage

Tokyo Electron, which has a large index contribution, has a selling advantage, and FAST RETAILING has a buying advantage.

At Mega Bank, Mitsubishi UFJ Financial Group, Sumitomo Mitsui Financial Group, and Mizuho Financial Group are competing for buying and selling.

Top 50 Stocks on the First Section of the Tokyo Stock Exchange

Top 50 Stocks on the First Section of the Tokyo Stock Exchange

Top 50 Stocks on the First Section of the Tokyo Stock Exchange

Nikkei 225 Futures

SGX Nikkei 225 Futures

TOPIX futures

Nikkei 225 option

Index page for stock-related indicators

Related apps: Index mover (Enter “IMO” in the Refinitiv EIKON search box)

(