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Nikkei hits 14-month high; value stocks jump on trade deal bets

Published 13/12/2019, 07:50
© Reuters.  Nikkei hits 14-month high; value stocks jump on trade deal bets
JP225
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TOPX
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8750
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8766
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4503
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6502
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6506
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8035
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8306
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8316
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8411
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7741
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2695
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IBNKS.T
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IINSU.T
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INFRO.T
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ISHIP.T
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6256
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By Hideyuki Sano

TOKYO, Dec 13 (Reuters) - Japan's Nikkei share average

jumped to a 14-month high on Friday, boosted by gains in value

stocks such as banks and steelmakers on hopes of a U.S.-China

trade deal heralding robust global growth.

The Nikkei 225 index .N225 surged 2.55% to end at

24,023.10, hitting its highest levels since October last year

and marking its biggest daily gain in 10 months.

The index made a decisive break above a resistance around

23,600. Its next target is seen at 24,448, a 27-year peak marked

on Oct. 2 last year.

The broader Topix .TOPX gained 1.59% to 1,739.98 in heavy

volume, with turnover reaching 3.442 trillion yen ($31.68

billion), the highest level this year.

The United States has agreed to suspend some tariffs on

Chinese goods and reduce others, sources said, in return for

Beijing's pledge to hike purchases of U.S. farm products in

2020. "Markets weren't expecting the U.S. to reduce the existing

tariffs, so if that is true, that would be an additional

surprise," said Hiroyuki Ueno, senior strategist at Sumitomo

Mitsui Trust Asset Management.

Investors rushed to buy value stocks, which have been left

undervalued compared to growth stocks that have high valuations

because of strong growth expectations, betting that a Sino-U.S.

trade deal could stabilise the global economy and benefit many

companies rather than a selected few.

Financial shares, long hit by low and negative interest

rates, saw sharp gains, with banking sector index .IBNKS.T

gaining 2.6% and insurer index .IINSU.T rising 2.3%.

The country's top three banking groups — Mitsubishi UFJ

8306.T , Sumitomo Mitsui Financial Group 8316.T and Mizuho

8411.T — rose more than 2%.

Among insurers, Tokio Marine 8766.T rose 2.3% to a record

high, while Dai-ichi Life 8750.T gained 3.5%.

Other "old economy" shares also outperformed, with

non-ferrous metals .INFRO.T rising 3.2% and shipping companies

.ISHIP.T adding 2.9%.

On the other hand, chip-related shares, which have risen in

recent weeks on signs of a bottoming-out of the highly volatile

technology sector, climbed further on the trade news.

Tokyo Electron 8035.T jumped 5.9%, while Yaskawa Electric

6506.T added 5.4% and Shin-etsu Chemical 4503.T advanced

4.3%.

Chip-making equipment maker NuFlare Technology 6256.T

gained 11.7% after Hoya Corp 7741.T announced a counter-bid

for the firm.

Toshiba Corp 6502.T owns 52.4% of NuFlare and has said it

hopes to buy the rest of the company in a corporate

restructuring. Kura Sushi 2695.T dropped 4.1% after the sushi restaurant

chain operator reported a larger-than-expected fall in earnings

in the financial year ended October and gave a soft guidance for

the current year.

($1 = 108.6400 yen)

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