日経平均採用銘柄では、証券会社のポジティブなレポートを材料に、NTTデータグループ＜9613＞、NEC＜6701＞、長谷工コーポレーション＜1808＞が買われた。また、金利上昇を受けて、りそなHD＜8308＞、第一生命HD＜8750＞、三菱UFJ＜8306＞、三井住友＜8316＞など金融株が上昇。このほか、サッポロHD＜2501＞、三菱ケミG＜4188＞、富士通＜6702＞、ヤマトHD＜9064＞などが買われた。The Nikkei average has risen for 3 consecutive days. It closed the morning trading session at 38,787.80 yen, up 86.93 yen (+0.22%) from the previous day's closing price, with a trading volume of approximately 0.7 billion 60 million shares.
The U.S. stock market was closed on the 2nd due to the Labor Day holiday. In the foreign exchange market, trading in major currencies was lackluster due to the holiday, but the dollar maintained a slightly firm movement. The dollar-yen rate showed a sluggish decline. After briefly rising to 147.17 yen, it fell to 146.81 yen and closed at 146.91 yen.
Due to the fact that the exchange rate temporarily reached the 147 yen level, the Tokyo market started trading with a slightly positive bias. The Nikkei average started above the previous day's closing price and rose to nearly 39,000 yen, but the upward momentum narrowed due to the lack of clear material. Although the day-to-day change in the Nikkei average remained in the range of about 240 yen, the trading value in the prime market remained low at 1.6 trillion yen.
Among the Nikkei average constituent stocks, NTT Data Group<9613>, NEC<6701>, and Haseko Corporation<1808> were bought based on positive reports from securities companies. Financial stocks such as Resona Holdings<8308>, Dai-ichi Life Holdings<8750>, Mitsubishi UFJ Financial Group<8306>, and Sumitomo Mitsui Financial Group<8316> also rose due to the rise in interest rates. In addition, Sapporo Holdings<2501>, Mitsubishi Chemical Holdings<4188>, Fujitsu<6702>, and Yamato Holdings<9064> were bought.
On the other hand, semiconductor-related stocks such as Socionext<6526>, Laser Tek<6920>, SUMCO<3436>, Renesas Electronics<6723>, and Advantest<6857> declined. In addition, Fujikura<5803>, HOYA<7741>, Disco<6146>, Kawasaki Heavy Industries<7012>, and IHI<7013> were sold.
By industry, banking, insurance, land transportation, textiles & apparels, and information & communications industries rose, while precision instruments, marine transportation, machinery, nonferrous metals, and rubber products were the only five sectors that declined.
During the lunchtime session, the exchange rate was stable at around 146.70 yen to the dollar, and the weakness of the yen eased. Due to the relative strength of the TOPIX index as a result of the rise in financial stocks, the afternoon session is also expected to be dominated by a TOPIX-led market sentiment. With a lack of significant trading material, attention will be focused on whether the Nikkei average can close above the 38,646 yen level, where the 75-day moving average is located.
