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Mitsubishi Estate breaks away from lows as BOJ bond purchase reduction halt speculation fuels real estate stock buying

Wed Jun 10, 2026 3:10 pm JST Catalyst

Mitsubishi Estate Company, Limited <8802> shares edged up Wednesday, breaking away from recent lows. Real estate stocks attracted renewed buying interest, with Mitsui Fudosan Co., Ltd. <8801>, Nomura Real Estate Holdings <3231>, and Open House Group Co., Ltd. <3288> advancing significantly. In Tuesday's trading, market speculation mounted ahead of the Bank of Japan's (BOJ) monetary policy meeting scheduled for June 15-16. While a policy rate hike reported by various media outlets had already been priced in, The Nikkei reported that the central bank has entered discussions to pause its plans to taper government bond purchases from next spring onward to prioritize market stability, which surprised the market. Expectations are growing that if the pace of balance sheet reduction slows?tapering a balance sheet that ballooned during the era of unconventional easing?the environment supported by excess liquidity will be prolonged. For real estate stocks, expectations that central bank liquidity will continue to flow into the property market seem to override concerns over upward interest rate pressure, fueling a recovery in buying interest. The Tokyo Stock Exchange's real estate sector index posted the largest gain among the industry sub-indices. Meanwhile, the banking sector traded slightly lower.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.

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