We record the Nikkei 225, TOPIX, the yen, Japanese government bonds, policy and the market mover that best explains each day—in midsession reports and after the close.
Tokyo equities were heading toward a fourth straight advance at 1:45 p.m. on August 14. The Nikkei was 0.53% higher in the public 1:30 p.m. delayed quote and TOPIX was up 0.46% in JPX’s 1:46 p.m. update. Nintendo gained 6.32% in a public delayed quote as Pokémon Pokopia passed five million worldwide sales. The Nikkei was about 4.67% above its August 7 close, but the cash market remained open and none of Friday’s figures were final closes.
This is market journalism, not investment advice.
Direction: Nikkei Up / TOPIX Up. Market mover: Nintendo (7974). Theme: Content IP · Switch 2 ecosystem. Reason: Pokémon Pokopia passed five million worldwide sales, reinforcing confidence in Nintendo’s software assets as the public delayed share price rose about 6.3%.
Market mover: Advantest (6857). Theme: AI chips · semiconductor testing · weaker yen · BOJ · concentrated index leadership.
Market mover: Advantest (6857). Theme: AI chips · semiconductor testing · weaker yen · JGBs · Mountain Day closure.
Market mover: Fujikura (5803). Theme: AI data-center optical infrastructure · yen · BOJ · concentrated index leadership.
Market mover: Lasertec (6920). Theme: AI-chip expectations · weekly market · yen · TOPIX breadth.
Market mover: Lasertec (6920). Theme: semiconductor equipment · earnings expectations · Nikkei/TOPIX divergence.
Market mover: Tokyo Electron (8035). Theme: AI- and chip-share correction · market breadth · yen.
Market mover: SoftBank Group / AI and semiconductor shares. Theme: AI chips · technology rebound · lower oil.
Market mover: mixed high-priced shares. Theme: failed gap higher · earnings dispersion · yen-intervention risk.
Market mover: Toyota Motor. Theme: stronger yen · exporters · coordinated intervention.
Market mover: yen and policy expectations. Theme: yen · BOJ · weekly review.
Market mover: Kyushu supply chains. Theme: earthquake · autos · semiconductors.
Market mover: Kyushu recovery theme. Theme: disaster · infrastructure · supply chain.
Market mover: exporter basket. Theme: yen · exporters · BOJ.
Market mover: Japan Airlines. Theme: airlines · tourism · domestic demand.
Market mover: AI semiconductor shares. Theme: AI chips · risk reset.
Market mover: banks and exporters. Theme: rates · yen · banks.
Market mover: semiconductor reversal. Theme: chips · breadth · TOPIX.
Market mover: semiconductors. Theme: rebound · chips · risk appetite.
Market mover: Toyota / semiconductor split. Theme: autos · chips · market breadth.
Market mover: oil and AI shares. Theme: oil · AI · yen · JGBs.
Market mover: GPIF domestic-investment theme. Theme: pensions · domestic assets.
Market mover: Kioxia / Advantest / Tokyo Electron. Theme: AI chips · semiconductors.
Market mover: AI semiconductor supply chain. Theme: AI chips · oil · JGBs.
Market mover: Kioxia and chip names. Theme: AI chips · valuation reset.
Market mover: Monday opening setup. Theme: weekend · yen · wages.
Market mover: AI chips. Theme: semiconductors · yen.
Market mover: Rakuten Group. Theme: technology · yen.
