Stock Markets February 9, 2026

Tokyo Stocks Climb Sharply as Real Estate, Banking and Textile Names Lead Gains

Nikkei 225 posts a 4.06% advance as select industrials and test-and-measure firms jump while volatility and commodity moves draw attention

By Priya Menon
Tokyo Stocks Climb Sharply as Real Estate, Banking and Textile Names Lead Gains

Japan's equity market closed higher on Monday, with the Nikkei 225 advancing 4.06% in Tokyo trading. Real Estate, Banking and Textile sectors were principal drivers. A handful of large-cap industrials and semiconductors recorded the session's strongest gains, while several notable names fell. Market breadth favored advancers, and option-implied volatility in the Nikkei rose to a six-month high. Moves in oil, gold and currency markets were also recorded.

Key Points

  • Nikkei 225 closed up 4.06% in Tokyo trading, led by Real Estate, Banking and Textile sectors.
  • Top individual winners were Furukawa Electric (TYO:5801), Kawasaki Heavy Industries (TYO:7012) and Advantest (TYO:6857), with the latter two reaching all-time highs and Furukawa touching a five-year high.
  • Market breadth favored gainers (2,519 advancers versus 1,073 decliners) while Nikkei option-implied volatility rose to 39.03, a six-month high; commodities and FX saw declines in crude and gains in gold.

Japanese stocks finished the trading day higher on Monday, with sector strength centered in Real Estate, Banking and Textile issues pushing the market up. At the close in Tokyo the Nikkei 225 was up 4.06%.

On the Nikkei 225, the session's top performers included Furukawa Electric Co., Ltd. (TYO:5801), which climbed 20.69% - a gain of 3,000.00 points - to finish at 17,500.00. Kawasaki Heavy Industries, Ltd. (TYO:7012) added 15.73%, or 2,305.00 points, closing at 16,955.00, and Advantest Corp. (TYO:6857) rose 11.52%, a 2,825.00-point increase, to end the day at 27,355.00.

Not all large-cap names advanced. Nippon Electric Glass Co., Ltd. (TYO:5214) declined 11.13%, or 780.00 points, to close at 6,228.00. KDDI Corp. (TYO:9433) fell 9.22%, losing 258.00 points to finish at 2,541.00, while Subaru Corp (TYO:7270) dropped 8.92%, down 298.00 points, to 3,044.00.

Market breadth on the Tokyo Stock Exchange tilted strongly toward gainers: 2,519 stocks rose, 1,073 fell and 237 ended unchanged.

Several stocks reached milestone levels during the session. Furukawa Electric's shares rose to five-year highs, increasing 20.69% to 17,500.00. Kawasaki Heavy Industries and Advantest each reached all-time highs, with Kawasaki up 15.73% to 16,955.00 and Advantest up 11.52% to 27,355.00.

Implied volatility in Nikkei 225 options, as measured by the Nikkei Volatility index, climbed 7.94% to 39.03, marking a new six-month high for that gauge.

Commodities and currency moves accompanied the equity action. Crude oil for March delivery fell 1.18%, down 0.75, to $62.80 a barrel. Brent crude for April delivery also slipped 1.18%, down 0.80, to $67.25 a barrel. The April Gold Futures contract advanced 1.39%, up 69.26, to trade at $5,049.06 a troy ounce.

In foreign exchange trading, USD/JPY decreased 0.43% to 156.54 while EUR/JPY declined 0.13% to 185.54. The US Dollar Index Futures was down 0.23% at 97.28.


Market context and interpretation

The day's gains were broad-based across the listed sectors identified as leading, with notable strength in industrial and test-and-measure names. At the same time, several large-cap stocks moved lower, contributing to mixed individual-stock outcomes despite the stronger headline index. Rising option-implied volatility and shifts in commodity and currency prices added layers of market signal that traders and analysts will monitor.

Risks

  • A rise in Nikkei option-implied volatility to 39.03 - now a six-month high - indicates elevated near-term market uncertainty, which could impact risk-sensitive sectors such as Banking and Real Estate.
  • Notable declines in several large-cap names (Nippon Electric Glass, KDDI, Subaru) reflect potential stock-specific downside risk even amid a broadly higher index, affecting investors focused on Industrials, Telecom and Auto sectors.
  • Downward moves in crude oil prices and shifts in currency pairs (USD/JPY and EUR/JPY) introduce commodity and FX exposure that can influence cost structures and margins for energy-intensive and export-oriented companies.

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