Nikkei 225 to Add Capcom, Kokusai Electric, and JX Advanced Metals in October
nashnova research
The Nikkei 225 will reshuffle on October 1, adding Capcom, Kokusai Electric and JX Advanced Metals while dropping three others — passive funds tracking the index must rebalance, creating direct short-term price pressure on all six stocks.
Who is in, who is out?
Added: Capcom (maker of *Resident Evil* and *Monster Hunter*), Kokusai Electric (semiconductor-equipment firm), and JX Advanced Metals.
Removed: truck maker Archion, office-equipment firm Konica Minolta, and environmental-engineering company Kanadevia.
The change takes effect October 1, announced Friday by Nikkei Inc.
Why these three?
Capcom was chosen to rebalance the index's sector mix — This means → Nikkei judged gaming/entertainment was under-represented and needed a flagship name.
Kokusai Electric and JX Advanced Metals were added on market-liquidity grounds. In plain terms = their daily turnover is large enough to absorb concentrated passive buying without severe price distortion.
The three removals reflect the opposite: weaker liquidity or fading sector relevance.
What does the reshuffle mean for prices?
The mechanical effect: passive funds tracking the Nikkei 225 must buy the new additions and sell the removals to match the updated weightings.
This means → newly added stocks typically see a wave of forced buying around the effective date, while removed names face selling pressure.
The Nikkei 225 is up roughly 29% year-to-date, driven mainly by AI-fuelled chip stocks; the index rose 1.3% on Friday.
市场有风险，内容仅供研究参考，不构成投资建议。