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Nikkei ticks up to 1-year high as global cyclicals find favour

Published 28/10/2019, 07:46
© Reuters.  Nikkei ticks up to 1-year high as global cyclicals find favour
JP225
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NOTC
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TOPX
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1801
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7267
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6479
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9020
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9101
-
9104
-
3436
-
6857
-
6954
-
8358
-
IFOOD.T
-
IPHAM.T
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IRAIL.T
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* Nikkei hits 1-year high on China-U.S. trade hopes

* Chip-related shares, other global cyclicals lead gains

* Domestic-demand oriented shares listless

By Hideyuki Sano

TOKYO, Oct 28 (Reuters) - The Nikkei share average ticked up

on Monday to a one-year high, with investors shifting funds to

global cyclicals from domestic demand-oriented shares on hopes

of a U.S.-China trade deal.

The Nikkei share average .N225 rose 0.30% to 22,867.27,

hitting its highest levels in a year. The broader Topix .TOPX

gained 0.09% to 1,648.43.

Advancers outnumbered decliners by a ratio of 54 to 46.

Sentiment was boosted by comments from U.S. and Chinese

officials that they are "close to finalizing" some parts of a

trade agreement after high-level telephone discussions on

Friday. Traders reacted quickly by buying shares perceived to be

sensitive to global economic cycles, including semi-conductor

chip-related shares and shipping firms.

Electronic parts makers topped the list of biggest gainers

in the Nikkei in morning trade.

Sumco 3436.T rose 5.3%, Minebea Mitsumi 6479.T 4.5% and

Advantest 6857.T 3.8%.

Industrial robot manufacturer Fanuc 6954.T gained 2.1%

while Honda Motor 7267.T edged up 0.8%.

Shippers also advanced with Mitsui OSK Lines 9104.T

gaining 1.5% and Nippon Yusen 9101.T up 1.3%.

"U.S. President Donald Trump will want to have a deal as he

wants to avoid an economic slowdown ahead of the election.

China's leadership would not want a (economic) slowdown either,"

said Tatsushi Maeno, senior strategist at Okasan Asset

Management.

Investors pulled some funds out of domestic demand oriented

shares, which they had bought to reduce exposure to trade war

risks.

The Tokyo Stock Exchange's foods company subindex .IFOOD.T

shed 1.0% while its construction industry subindex .ICONS.T

lost 0.7%.

Defensive shares were also out of favour, with land

transport shares .IRAIL.T , such as railway operators, and

drugmakers .IPHAM.T both losing ground.

East Japan Railway 9020.T , which has been also hit in

recent weeks by damage to lines caused by torrential rain, fell

1.7% while constructor Taisei Corp 1801.T lost 3.2%.

Elsewhere, Suruga Bank 8358.T rose 8.5% after Nojima Corp

7418.T said on Friday it will buy all the remaining stake of

the troubled bank held by its founder family.

Nojima, operator of electronic goods chain, gained 1.7%.

The index .NOTC of Jasdaq market of start-up and small

shares rose 0.68% to hit its highest level since mid-December.

(Editing by Simon Cameron-Moore)

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