The key developments to watch on the 14th morning session were AEON’s second-quarter operating profit of ¥130.7 billion, up 10.7% year on year, TOPPAN HD’s announcement of a new recycled-material film brand, and expectations that daily stock rotation will continue.
The morning session is expected to see a technical rebound, with trading likely to develop as investors assess movements in semiconductor stocks. Earnings trends among US companies and oil prices are also expected to influence the market. Nikkei 225 futures rose at times versus Osaka, and buying was seen leading the market, although some expect a possible adjustment in the afternoon session.
Semiconductor stocks remain sluggish, and Advantest, Kioxia Holdings, SoftBank Group and Tokyo Electron are viewed as vulnerable to selling on rebounds. As US companies enter the main phase of their earnings announcements, some expect the market to shift toward daily stock rotation driven by individual catalysts.
AEON’s consolidated results for the second quarter of the fiscal year ending February 2027 showed operating revenue of ¥5.904157 trillion, up 13.8% year on year, and operating profit of ¥130.743 billion, up 10.7%. Developer and entertainment, health and wellness, and ASEAN operations led the growth.
TOPPAN HD has announced a new recycled-material film brand, drawing attention to materials-related stocks in the context of circular use of raw materials and decarbonization. News from several other companies has also been cited at various times as a morning-session catalyst.