Sumitomo Mitsui Trust Holdings, Inc.

1369

03153

1568

1578

1586

1308

The Nikkei 225 index rose 0.52% to surpass 63,000, while the Topix increased by 1.1%, amid a weak yen trading near 157.5 per dollar. Bank of Japan (BOJ) officials indicated a potential rate hike due to inflation concerns linked to oil prices and yen depreciation. Additionally, the U.S. and Japan emphasized their collaboration to manage excessive currency volatility, which temporarily strengthened the yen.

Pro Ultrshrt Yen

Asset Management One Co., Ltd.

CSOP NIKKEI225

Simplex Financial Holdings Co., Ltd.

Pro Ultr Yen

Currencyshares JPY Trust

Nikkei edges above 63,000 amid yen softness, BOJ focus

8218

1305

2523

1567

1475

1344

1306

Komeri Ltd (TSE:8218) reported strong earnings and increased dividends on April 28, 2026, with a share price of ¥3,490, reflecting a 3.41% one-day return. Despite a 1-year total shareholder return of 18.05%, the stock has seen a recent decline of 5.42% over the past month. The company trades at a P/E of 11.2x, below industry averages, suggesting it may be undervalued. However, a DCF analysis indicates it could be slightly overvalued at its current price. Investors are advised to consider both earnings and cash flow metrics when evaluating Komeri Ltd's value.

Simplywall

KOMERI CO., LTD.

Daiwa Securities Group, Inc.

Mitsubishi UFJ Financial Group, Inc.

MAXIS TOPIX Risk Control (5%) ETF

BlackRock, Inc.

MAXIS TOPIX Core30 ETF

Nomura Holdings, Inc.

Assessing Komeri (TSE:8218) Valuation After Strong Earnings, Higher Dividend And Growth Guidance

159866

513000

1329

513520

1367

1481

513880

The Nikkei 225 Index closed down 0.7% at 59,140.23 points. The Tokyo Stock Price Index closed down 0.8% at 3,716.38 points

Wallstreetcn

ICBCCS Daiwa N225 ETF(QDII)

E Fund Amova N225 ETF(QDII)

ChinaAMC Nomura N225 ETF(QDII)

Huaan MUFG N225 ETF(QDII)

2897

2525

1626

1346

1473

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

Goldman Sachs

S&P 500

Japan Exchange

GS Hldg R

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

MXJP

As of the morning session close, the Nikkei 225 Index rose 1.3%, while the TOPIX Index gained 0.3%

Invesco MSCI Japan UCITS ETF

The Nikkei 225 Index closed down 1.8% at 58,475.90 points. The Tokyo Stock Price Index fell 1.4% to close at 3,760.81 points

Bank of Japan Governor Kazuo Ueda refrained from indicating a rate hike this month, emphasizing Japan's low real interest rates and strong corporate profits. This suggests a potential hold on rates until at least June. Ueda noted that rising inflation from a "negative supply shock" complicates monetary policy responses. Market expectations for an April rate hike have significantly decreased from 70% to around 10% following Ueda's remarks, which lacked clear signals for a policy shift. The BOJ's decisions will continue to be data-driven, considering both economic growth and inflation pressures.

- Bank of Japan Governor Kazuo Ueda emphasized the likelihood of maintaining interest rates until at least June, highlighting low real rates and strong corporate profits.  
- Ueda noted challenges from rising inflation driven by supply shocks, which are more difficult to manage through monetary policy.  
- As market speculation on an April rate hike diminishes, recent comments suggest that the Bank of Japan will decide based on forthcoming data and economic conditions.

ISHRS MSCI Japan

BOJ chief avoids hints of April rate hike, shattering hawkish market bets

7500

1321

The Nikkei 225 Index closed up 0.4% at 58,134.24 points. The Tokyo Stock Price Index closed up 0.4% at 3,770.33 points

Nishikawa Keisoku Co., Ltd.

By the close of the morning session, the Nikkei 225 Index rose 2.4%, while the TOPIX Index gained 1%

HS JAPAN TPX100

Sumitomo Mitsui Trust Holdings, Inc.(1308.JP)