The Nikkei 225 gave back an 800-point intraday gain to close down 0.20% at 66,131.98 on Thursday, while TOPIX edged higher. BOJ Deputy Governor Himino’s call for timely rate hikes lifted banks, semis split on profit-taking, and the TSE short-selling ratio rose to 45.0%.
The Nikkei 225 shook off a weak open to close up 0.62% at 66,262.16, rallying more than 800 points off the morning low. Banks and pharma led, shippers lagged, and the TSE short-selling ratio held at a defensive 42.7% ahead of Nvidia earnings.
The Nikkei 225 lost the 65,000 level in early trade on tech-led spillover, then closed +0.50% at 65,856.43 as afternoon bargain hunting and a SoftBank rebound took over. Short selling ran at 43.1% of TSE turnover and the Nikkei VI rose to 30.41 — defense is still on.
Monday’s session split in two: the Nikkei 225 dropped 0.74% to 65,528 on heavy selling in SoftBank Group and AI-linked names, while the broader TOPIX edged higher with advancers outnumbering decliners. Short selling hit 45.9% of TSE turnover — the top of its recent range — ahead of Nvidia’s upcoming earnings.
The Nikkei 225 eased 0.30% to 66,016.36 Friday to cap its worst week in over a month, even as TOPIX edged higher. Shipping stocks soared on Hormuz freight-rate expectations, July CPI kept a September BOJ hike in play, and the TSE short-selling ratio climbed to 42.7% — the top of its recent range.
The Nikkei 225 rose 1.36% to 66,216.79 on Thursday, snapping a multi-session losing streak as automakers led the rebound — Toyota +4.25%, Nissan +6.77% — with July trade data pointing to surging AI-driven semiconductor exports. The TSE short-selling ratio eased to 39.1%, the low end of its recent range, with July national CPI due Friday morning.
Tokyo’s sell-off deepened Wednesday: the Nikkei 225 lost 3.16% to 65,326.42 as SoftBank Group fell 10.3%, super-long JGB yields pushed higher on BOJ rate-hike speculation, and the TSE short-selling ratio held at a defensive 39.0%.
Tokyo’s five-day winning streak ended Tuesday as semiconductor names sold off hard, the 10-year JGB pushed toward 3%, and the yen hovered near 160. The TSE short-selling ratio climbed to 42.6% — the top of its recent range — as positioning turned defensive.
The Nikkei 225 rose 0.74% to 69,220.25 on Monday, a fifth straight gain led by semiconductors and SoftBank, while the broader TOPIX fell as yields climbed and only 5 of 17 sectors advanced. Short selling ran at 39.4% of TSE turnover.
The Nikkei 225 closed Friday at 68,713.80 (+0.59%) on options SQ day, led by Sony, Nintendo and SoftBank Group, while short-term JGB yields climbed on growing speculation of a BOJ move as early as September. The TSE short-selling ratio came in at 40.9% — mid-range, but still defensive.