Nikkei Extends Gains to Third Day as Advantest Surges and Kasumigaseki Capital Raises Guidance

Price ActionMacroAnalyst
โดย ダイヤモンド・ザイ·JP·Read original
Summary · why it matters

The Nikkei Stock Average extended its gains sharply for a third straight session, closing at 65,018.95 yen. Following the decline in long-term interest rates in the U.S. market, buying flowed into semiconductor-related shares in particular, with Advantest climbing 1,810 yen to 32,050 yen. At its monetary policy meeting, the Bank of Japan decided as expected to raise interest rates to 1.25 percent, but its statement did not strongly hint at the timing of any additional rate hike, easing excessive expectations for further tightening. Kasumigaseki Capital raised its earnings forecast for the fiscal year ending August 2026, lifting its operating profit estimate to 27.6 billion yen from 26.5 billion yen, up 45.8 percent from the previous year. The revision reflects better-than-expected progress in expanding project profits and accelerating property sales in its hotel business.

Impact on stocks 3

Energy Transition & Power Demand · 1 stocks
Kasumigaseki Capital Co., Ltd.
3498
▲ PositiveCapitalrelevance

Kasumigaseki Capital raised FY2026 operating profit guidance to 27.6 billion yen on stronger project profits and hotel property sales.

Semiconductors · 1 stocks
Advantest Corp.
6857
▲ PositiveMonetaryrelevance

Advantest surged 1,810 yen as falling U.S. long-term rates drove buying into semiconductor-related shares.

Others · 1 stocks
Japan Government Bond 10Y
JP-10Y
▼ NegativeMonetaryrelevance

BOJ raised rates to 1.25% but signaled no urgency for further hikes, easing tightening expectations and pushing JGB yields down.