2016-07-29Nikkei225->16,569.27(+0.56%)JPX400->11,753.36(+1.08%)J-VIX->26.60Mothers->920.40(+1.03%)

Bank of Japan monetary policy decision meeting, increasing the annual purchase amount of stock index-linked exchange-traded fund (ETF)
Tokyo Stock Exchange closing, rebounded 92 yen
Emerging Stock 29 days, domestic demand shares ransacked JASDAQ and Mazars is in rebound further easing

The Nikkei Stock Average in Tokyo stock market of 29 days to rebound, finishing at 16,569 yen 27 sen in the previous day 92 yen 43 sen ratio (0.56%) Net. Bank of Japan monetary policy decision meeting open until today, minus interest rates at the same time increasing the annual purchase amount of stock index-linked exchange-traded fund (ETF) has decided to maintain the status quo. Tightening of the stock supply and demand outlook is conscious, Bank of downturn concern in the interest rate deferred became dominant buying by the recession. Value is of Softbank was pushed up nearly 40 yen Nikkei average in one stock bought. While the rise of the yen exchange rate invites selling in the corner of export-related stocks, banking stocks such as high-Mitsubishi UFJ is nearly 8% surged has led the whole. From the perspective of long-term interest rates rise the received by the operational environment of the improvement, was also bought insurance shares such as Dai-ichi Life.

National consumer price index in June announced the morning (CPI) is a comprehensive a year-on-year 0.5 percent decline excluding fresh food, since March 2013, just before the Bank of Japan is to introduce a quantitative and qualitative monetary easing decline It became the width. Such as real consumption expenditures of June the household survey was also lower than market expectations. From the perspective of the de-deflation is Tonoi, the Bank of Japan in conjunction with the fiscal stimulus of the government was also growing speculation of a go ahead to the large-scale additional monetary easing. Ahead of the meeting the results found by the Bank of Japan, sense of direction of the stock market against the background of the unstable external environment, such as the yen is surging was poor.

When the Bank of Japan of further easing in the afternoon is transmitted only ETF increase, average from disappointment Nikkei there was a scene to explore the downside. The Nikkei average, such as the 302 yen weaker after 6 minutes became 202 yen immediately after easing decision, was too much volatility 500 yen in a short period of time Tour of further easing by the Bank of Japan. In the market "rise of the yen exchange rate is a burden but, ETF purchases increase and negative interest rates expanded send-off will be tailwind for the stock market" was out the voice of the (Mizuho Yoshihisa Okamoto executive officer of the Investment Management).

JPX Nikkei index 400 also rebounded, finishing at 10,000 1879.95 of the previous day 126.59 points (1.08 percent) high. Tokyo Stock Price Index (TOPIX) also rebounded. Industry TOPIX 25 industries in all 33 industries rose. Up of the "banking" and "securities commodity futures," "insurance" was conspicuous. Other hand, such as "real estate" and "iron and steel industry", "wholesale" fell.

Buying and selling price of the First Section of the Tokyo Stock Exchange in the 3 trillion 296.7 billion yen, the UK is the European Union since June 24, which was decided by referendum the withdrawal from the (EU), bulging to the level of nearly 1-month. Trading volume was 3.1 billion 88.74 million shares. Gainers in 1241, drops 604, unchanged was 126.

Mitsui Sumitomo FG, equipped with mega-banks of FG becomes significantly high Mizuho, ​​it was surging even Nomura announced the 2016 April-June quarter financial results and share buybacks in the day before. Up the corner of Toyota and Fuji Heavy, such as automobile stocks, also it was bought by Sony, which announced the sale of battery business the day before. Nichiden production and Denso, also Astellas high. Nintendo has rebounded to 3 days the first time. Other hand, cheap Yamaha departure, self-Fanuc and Nissan, was lowered by KDDI. Rate cut of send-off the received Mitsui not and Mitsubishi Estate, bulging selling Sumitomo non-real estate stock. Made Murata, Kao, Itochu also cheap.

TSE II stock index also rebounded. Asahi taek, Gee Three, raised the Bene One. Half, Zenith Haneda, Laox, the Lhotse lowered.

In emerging enterprise stock market of 29 days, the Nikkei JASDAQ Stock Average rebounded. Closing price was the day before ratio of 9 yen 76 sen (0.40%) high 2468 yen 98 sen. Bank of Japan is that the Monetary Policy Meeting in decided the additional monetary easing measures did not reach an assumed have market expectations bold relief, because the future appreciation of the yen is by the "case is assumed, the impact of changes in foreign exchange rates less susceptible to flow to shop around the domestic demand strains emerged "that the (domestic securities).

Buying and selling price is estimated at 30.8 billion yen of the JASDAQ market, trading volume was 87.43 million shares. McDonald's and inter-life, ceria has risen. Other hand, Puropasuto and Ascot, Hirata fell. JASDAQ-TOP20 be composed of leading stocks rebounded for the first time in eight business days.

Tokyo Stock Exchange Mothers index was repulsive. Closing price was the day before ratio 9.41 points (1.03%) higher 920.40. Saw Sayre mixi, JIGSAW rises. On the other hand, refined V and Saibadain, Gurinpepu fell.

日銀が金融政策決定会合で、株価指数連動型上場投資信託（ＥＴＦ）の年間買い入れ額を増やす
東証大引け、反発し92円高
新興株29日、ジャスダックとマザースが反発　追加緩和で内需株物色

29日の東京株式市場で日経平均株価は反発し、前日比92円43銭（0.56％）高の１万6569円27銭で終えた。日銀がきょうまで開いた金融政策決定会合で、株価指数連動型上場投資信託（ＥＴＦ）の年間買い入れ額を増やすと同時にマイナス金利は現状を維持すると決めた。先行きの株式需給の引き締まりが意識され、金利据え置きで銀行の業績悪化懸念が後退したことで買いが優勢になった。値がさのソフトバンクが買われ一銘柄で日経平均を40円近く押し上げた。円相場の上昇が輸出関連株の一角に売りを誘う一方、三菱ＵＦＪが８％近い急伸となるなど銀行株高が全体をけん引した。長期金利の上昇を受けて運用環境が改善するとの見方から、第一生命など保険株も買われた。

朝方発表の６月の全国消費者物価指数（ＣＰＩ）は生鮮食品を除く総合が前年同月比0.5％下落と、日銀が量的・質的金融緩和を導入する直前の2013年３月以来の下落幅となった。６月の家計調査による実質消費支出なども市場予想を下回った。脱デフレが遠のいたとの見方から、政府の財政出動とあわせて日銀も大規模な追加金融緩和に踏み切るとの思惑が強まった。日銀の会合結果判明を控えて、円相場が急伸するなど不安定な外部環境を背景に株式相場の方向感は乏しかった。

午後に日銀の追加緩和がＥＴＦ増額のみと伝わると、失望感から日経平均が下値を探る場面があった。日経平均は追加緩和決定直後に202円高となった６分後に302円安となるなど、日銀の追加緩和を巡り短時間で500円あまり乱高下した。市場では「円相場の上昇は重荷だが、ＥＴＦ買い入れ増額とマイナス金利拡大見送りは株式相場にとって追い風になる」（みずほ投信投資顧問の岡本佳久執行役員）との声が出ていた。

ＪＰＸ日経インデックス400も反発し、前日比126.59ポイント（1.08％）高の１万1879.95で終えた。東証株価指数（ＴＯＰＩＸ）も反発した。業種別ＴＯＰＩＸは全33業種中25業種が上昇した。「銀行業」や「証券商品先物」「保険業」の上げが目立った。半面、「不動産業」や「鉄鋼業」「卸売業」などは下落した。

東証１部の売買代金は３兆2967億円で、英国が欧州連合（ＥＵ）からの離脱を国民投票で決めた６月24日以来、ほぼ１カ月ぶりの水準に膨らんだ。売買高は31億8874万株だった。値上がり銘柄は1241、値下がりは604、変わらずは126だった。

三井住友ＦＧ、みずほＦＧのメガバンクがそろって大幅高となり、前日に2016年４～６月期決算や自社株買いを発表した野村も急伸した。トヨタや富士重など自動車株の一角が上げ、前日に電池事業の売却を発表したソニーも買われた。日電産やデンソー、アステラスも高い。任天堂が３日ぶりに反発した。半面、ヤマハ発が安く、ファナックや日産自、ＫＤＤＩが下げた。金利引き下げの見送りを受け三井不や菱地所、住友不など不動産株に売りが膨らんだ。村田製、花王、伊藤忠も安い。

東証２部株価指数も反発した。朝日インテク、ジー・スリー、ベネ・ワンが上げた。半面、ゼニス羽田、ラオックス、ローツェが下げた。

29日の新興企業向け株式市場で、日経ジャスダック平均株価は反発した。終値は前日比９円76銭（0.40％）高い2468円98銭だった。日銀が金融政策決定会合で決めた追加金融緩和策が大胆な緩和を想定していた市場の期待に届かなかったことで、「場合によっては今後円高が想定されるため、為替相場の影響を受けにくい内需株を物色する流れが浮上した」（国内証券）という。

ジャスダック市場の売買代金は概算で308億円、売買高は8743万株だった。マクドナルドやインタライフ、セリアが上昇した。半面、プロパストやアスコット、平田機工は下落した。主力銘柄で構成するＪＡＳＤＡＱ―ＴＯＰ20は８営業日ぶりに反発した。

東証マザーズ指数は反発した。終値は前日比9.41ポイント（1.03％）高い920.40だった。そーせいやミクシィ、ＪＩＧＳＡＷが上昇した。一方でリファインＶやサイバダイン、グリンペプは下落した。

引用：日本経済新聞