Mizuho Securities
June 23, 2026
Will Preemptive Price Hikes In Wake Of Iran Conflict Help Keep Nikkei Above 70,000
Macro ThematicEquitiesCommoditiesEnergyConsumer Staples
The Nikkei 225 index remains resilient above 70,000, supported by the stabilization of crude oil prices and proactive corporate pricing strategies.
Key Takeaways
- 1.Recent stabilization of crude oil prices is expected to boost corporate earnings across many Japanese sectors by improving terms of trade.
- 2.Companies are increasingly adopting 'preemptive' price hikes in anticipation of costs remaining at peak levels, potentially improving medium-term margins.
Table of Contents
- Will “preemptive” price hikes in wake of Iran conflict help keep Nikkei above 70,000?
- Important Disclosure Information
- Analyst Certification
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Authors
Yusuke Matsuo
Securities
Nikkei 225
Themes
Geopolitical risk impact on energy pricesCorporate pricing power
Regions
Middle EastJapanUnited StatesIran
