Market Overview
Tokyo equities closed on a sharply divided note on September 29, 2026, with semiconductor-related and precision instrument names surging while energy, financial, and transportation stocks weighed heavily on the broader market. The session underscored a clear rotation dynamic: investors gravitated toward technology-linked names with global demand tailwinds while retreating from rate-sensitive, commodity-exposed, and cyclical sectors. The majority of Nikkei 225 sectors finished in the red, suggesting net selling pressure dominated the day’s trade.
Top Gainers
The standout performers of the session were overwhelmingly concentrated in the semiconductor equipment and electronics space, signalling continued investor conviction in Japan’s chip-adjacent supply chain.
- Tokai Carbon Co (5301) led all Nikkei 225 gainers with a rise of +4.75%, a notable move for the carbon products specialist whose materials are widely used in semiconductor manufacturing processes.
- SCREEN Holdings (7735) surged +4.53% and DISCO Corporation (6146) added +4.52%, reinforcing the strength in wafer processing and dicing equipment names.
- Tokyo Electron (8035) and Lasertec Corp (6920) posted gains of +2.86% and +2.50% respectively, further cementing semiconductor equipment as the session’s defining theme.
- Otsuka Holdings (4578) was a relative bright spot among non-tech names, rising +2.89%, bucking the broader weakness seen across the pharmaceutical sector.
- Sony Group Corporation (6758) and OMRON Corp (6645) also posted solid gains of +1.88% and +2.34%, reflecting continued appetite for diversified electronics and automation plays.
Top Decliners
Selling was broad and pronounced among energy, pharmaceutical, and industrial names.
- Chugai Pharmaceutical (4519) was the session’s sharpest faller, declining -4.18%, dragging on an already weak pharmaceuticals sector.
- Resonac Holdings (4004) shed -4.00%, a steep drop for the chemicals and advanced materials group.
- Energy names were uniformly under pressure: Idemitsu Kosan (5019) fell -3.88% and INPEX Corporation (1605) lost -3.77%, consistent with the session’s worst-performing sector — Oil & Gas — which declined -3.29% on average.
- Mitsubishi Motor Corp (7211) dropped -3.64%, reflecting broader weakness in the Automobiles and Transportation Equipment sectors.
- SoftBank Group (9984) retreated -3.27%, adding to pressure on the already struggling Telecommunications sector.
- Shiseido (4911) slipped -3.18%, a soft close for the cosmetics giant amid weakness across consumer-facing and services names.
Sector Snapshot
The sectoral picture painted a stark contrast between technology-oriented industries and the rest of the market. Precision Instruments (+0.69%) and Electrical Equipment (+0.67%) were the clear leaders, buoyed by the semiconductor equipment rally. Ceramics (+0.45%) also edged higher, likely supported by Tokai Carbon’s outsized gain.
On the other end of the spectrum, Mining (-3.77%), Oil & Gas (-3.29%), and Electricity (-2.91%) were the session’s worst-performing sectors, reflecting broad-based pressure on commodity and energy-linked names. Securities (-2.20%), Banks (-2.09%), and Insurance (-2.06%) also saw significant declines, pointing to risk-off sentiment in rate-sensitive financials. Transportation Equipment, Real Estate, and Automobiles all fell approximately -1.78%, underscoring the cyclical nature of today’s selling.
Source: Tokyo Stock Exchange data | Japan Economic News
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