As of the close of trading seven days ago, the number of rising and falling stocks in the Nikkei Average constituents was 162 stocks up, 61 stocks down, and 2 stocks unchanged.

The Nikkei average has rebounded for the first time in three days. It finished the morning session at 40,264.50 yen, up 957.45 yen (+2.44%) from the previous day (estimated volume 0.9 billion 90 million shares).

On the 6th, the U.S. stock market was mixed. The Dow fell by 25.57 dollars to 42,706.56 dollars, while the Nasdaq rose by 243.30 points to close at 19,864.98. Following reports that a limited scope proposal for uniform tariffs by the Trump administration had surfaced, there was a sense of relief leading to a buying spree, causing significant early gains. The Semiconductors Sector was also bought up, further boosting the market. However, after Trump denied the reports of the limited tariff proposal, caution returned, leading to a reduction in gains. The Dow turned to decline. The Nasdaq remained in positive territory as tech stocks continued to drive growth, ending mixed.

Taking advantage of the rise in U.S. tech stocks, the Tokyo market began trading favorably for buyers. Notable increases in high-priced semiconductor stocks allowed the Nikkei average to gradually expand its gains, recovering to the 40,000 yen range. Although it achieved a significant rise almost offsetting the losses from the end of the year and the beginning of the year events, it did not see a broad-based rally as approximately 40% of the stocks on the Main Board fell, which weighed on the TOPIX.

Among the Nikkei constituent stocks, following the rise in U.S. tech stocks, Semiconductor stocks such as Tokyo Electron Ltd. Unsponsored ADR <8035>, Disco <6146>, Renesas Electronics <6723>, Lasertec <6920>, Advantest <6857>, and Socionext <6526> all saw increases, as did mega banks like Mitsubishi UFJ <8306> and Sumitomo Mitsui <8316>. Additionally, stocks including Kyocera Corporation Sponsored ADR <6971>, Recruit Holdings Co <6098>, Ebara Corporation <6361>, and SOFTBANK GROUP CO <9984> also rose.

On the other hand, shipping stocks that had been bought up the previous day, such as Kawasaki Kisen Kaisha <9107>, Mitsui O.S.K. Lines <9101>, and Nippon Yusen Kabushiki Kaisha <9104>, were weak, while resource-related stocks like INPEX <1605>, Idemitsu Kosan <5019>, and ENEOS Holdings <5020> also fell. Other underperformers included Kao Corporation <4452>, Nippon Steel Corporation <5401>, Obayashi Corporation <1802>, and Toyota Tsusho <8015>.

By industry, sectors such as Services, Electric Appliances, Bank, Securities & Commodity Futures, and Precision Instruments saw increases, while Marine Shipping, Mining, Iron & Steel, Electric & Gas, and Petroleum & Coal faced declines.

The top contributor to the rise was Tokyo Electron Ltd. Unsponsored ADR <8035>, which raised the Nikkei Average by approximately 253 yen with just one stock. In second place was Advantest <6857>, followed by Fast Retailing <9983>, SOFTBANK GROUP CO <9984>, Recruit Holdings <6098>, Kyocera Corporation Sponsored ADR <6971>, TDK <6762>, and others.

On the other hand, the biggest contributor to the decline was Kao Corp <4452>, which pushed the Nikkei Average down by about 3 yen. The second was Nexon <3659>, followed by Bandai Namco HD <7832>, Toyota Tsusho <8015>, Kawasaki Shipping <9107>, Kddi Corporation <9433>, and JT <2914>.

*As of 11:30

Nikkei Stock Average 40264.50 (+957.45)

Number of rising stocks 162 (contribution +988.76)

Number of declining stocks 61 (contribution -31.31)

Number of unchanged stocks: 2

○ Top rising stocks

Code Stock Name Recent Price Change from Previous Day Contribution

○ Top declining stocks

Code Stock Name Recent Price Change from Previous Day Contribution