http://biz.yahoo.com/rf/021215/markets_japan_stocks_7.html

Reuters
Nikkei extends losing streak as yen hits exporters
Sunday December 15, 10:34 pm ET
By Nathan Layne

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TOKYO, Dec 16 (Reuters) - Tokyo's Nikkei average was headed for its longest losing streak in eleven years by midsession on Monday, with Tokyo Electron (Tokyo:8035.T - News) and other exporters under pressure due to a sharp jump in the yen and weak U.S. stocks.

 

 

 

 

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The Nikkei (^N225 - News) was down 0.81 percent or 69.27 points at 8,446.80, poised to post a nine-day losing streak for the first time since 1991. The broader TOPIX index (^TOPX - News) of all first section issues fell 0.90 percent or 7.50 points to 828.27.

Chip equipment maker Tokyo Electron gave up 3.24 percent to 5,080 yen after a rise in the yen to a one-month high on the dollar and a 2.65 percent tumble in the U.S. Nasdaq index (NasdaqSC:^IXIC - News) amid growing concern about a possible war in Iraq.

"Any strength in the yen is a concern for (corporate) profits if it proves sustained," said Jeremy Hall, associate director of Japanese equities at Henderson Global Investors Japan. "It's not surprising to see exporters sold off a bit on the back of this."

Toyota Motor Corp (Tokyo:7203.T - News), Japan's largest automaker, fell 0.64 percent to 3,110 yen, while electronics giant Sony Corp (Tokyo:6758.T - News) dropped 0.79 percent to 5,040 yen. Sony gets about two-thirds of its revenues from outside Japan.

The dollar (JPY=) was quoted at 120.44 yen in Asia compared with a one-month low of 120.32 in New York on Friday. According to the Bank of Japan's tankan, large firms expect an average exchange rate at 122.19 yen per dollar this business year.

A softer yen is seen by many market participants as one of the last tools left to spur growth in the struggling domestic economy, which has to contend with deflation, a mountain of non-performing loans and soft consumer demand.

Uncertain of the economic outlook, investors put money into defensive shares. Top drugmaker Takeda Chemical Industries Ltd (Tokyo:4502.T - News) rose 0.81 percent to 4,960 yen. Soy sauce manufacturer Kikkoman Corp (Tokyo:2801.T - News) climbed 0.99 percent to 814 yen.

Volume was thin, with 338.42 million shares changing hands on the first section of the Tokyo bourse, down from 906 million shares on Friday morning, when volume spiked due to the fixing of futures and options. Decliners outnumbered gainers 1,033 to 302.

TIMING THE BOUNCE

The Nikkei moved into positive turf sporadically in the morning session and some brokerage traders were trying to work out when an expected technical bounce would begin.

The Nikkei has lost eight percent since December 3 and is less than two percent above a 19-year closing low of 8,303 hit on November 14. Its 14-day relative strength index is below the 30 oversold line at 25, suggesting limited downside in the near term.

"We may very well bounce in the afternoon today," said Ken Masuda, senior dealer at Shinko Securities. "If not today, tomorrow. Japanese stocks are not likely to fall much more."

Among recently battered shares, number-one ranked broker Nomura Holdings Inc (Tokyo:8604.T - News) rose 1.28 percent to 1,343 yen after tumbling to a one-month low on Friday. Mitsubishi Corp (Tokyo:8058.T - News), Japan's largest trading house, put on 1.21 percent to 750 yen.

An upcoming change that will deprive investors of the option of paying a tax of 1.05 percent on the value of a share transaction rather than a tax on realised capital gains was another factor likely to depress sentiment.

This option, which tends to be favoured by long-term, small investors, will be abolished at the end of December. Retail investors have been dumping stock ahead of the change, which will require that they pay a tax of 10 percent on capital gains.

"The obvious buyers are absent at the moment. Part of that is seasonal and part of it is that foreigners see no reason to buy Japan at the moment," said Henderson's Hall. "The individual is also a net seller this month because of the tax change."