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Japan stocks slip as tariff comments dent trade deal optimism

Published 15/01/2020, 08:11
© Reuters.  Japan stocks slip as tariff comments dent trade deal optimism
JP225
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TOPX
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7733
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6758
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8267
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9602
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9984
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6861
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7453
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9684
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* Nikkei snaps 3-day winning streak on profit-taking

* U.S. comments on China tariff spark caution on deal

By Hideyuki Sano

TOKYO, Jan 15 (Reuters) - Japanese shares dropped on

Wednesday, snapping a three-session winning streak after a top

U.S. trade official said current tariffs on Chinese goods would

stay for now, prompting investors to lock in profits from recent

gains.

The Nikkei share average .N225 fell 0.45% to 23,916.58,

retreating from a four-week high of 24,060 touched the previous

day, while the broader Topix .TOPX lost 0.54% to 1,731.06.

U.S. Treasury Secretary Steven Mnuchin and Trade

Representative Robert Lighthizer said there was no agreement in

place with China on further tariff reductions, taking the shine

out of market enthusiasm about the upcoming trade deal.

The details of the deal are slated to be unveiled at 11:30

a.m. (1630GMT) when the two countries officially sign off on it.

Investors took profits from recent gainers such as Sony

6758.T , SoftBank 9984.T and Keyence 6861.T , which fell

1.9%, 1.4% and 1.2% respectively.

The Nikkei has rallied nearly 20% from its August low on

hopes of a truce in the tariff dispute.

But upcoming earnings announcements pose a hurdle as the

rally has been driven by a rise in P/E, rather than actual

earnings.

The Topix now trades at 14 times over the expected earnings,

the highest multiple in almost two years, compared to around 12

just a few months ago.

Expected earnings have declined a little during this period,

although they have shown some signs of bottoming out.

"I think the market has already priced in a pretty good

scenario. I doubt there will be much upside even if earnings

come out pretty strong," said Takuya Hozumi, global investment

strategist at Mitsubishi UFJ Morgan Stanley Securities.

Toho 9602.T fell 5.7% to become the top decliner on the

Nikkei after the film and entertainment company's earnings in

the three months to January fell short of investors' strong

expectations.

Ryohin Keikaku 7453.T fell 3.2% in extremely heavy trade

for a second day after the operator of Muji brand shops cut its

earnings forecast due to a slump in South Korea and Hong Kong

businesses.

More Japanese companies will announce earnings next month.

Square Enix Holdings 9684.T dropped 4.9% after the game

company announced a delay in the launch of a new game.

On the other hand, Aeon 8267.T rose 1.9%, extending gains

after the retailer announced the first change in its top

leadership in 23 years.

Olympus 7733.T rose 2.3% to a record high amid bullish

view on its medical equipment business.

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