Japanese stocks are gaining momentum. On the 30th, the Nikkei Stock Average rose for the fifth consecutive trading day in the Tokyo stock market. One of the driving forces behind this rally is the inflow of capital into entertainment-related stocks, which enjoy strong global popularity.
The combined market capitalization of nine major entertainment companies, including Sony Group and Nintendo, reached 57 trillion yen in 2025, marking a 30% increase. On the 30th, it surpassed that of nine leading automobile companies such as Toyota Motor. Investors are drawn to the stability and growth potential of the entertainment sector, which is less affected by tariff policies and economic fluctuations.
The expected price-to-earnings ratio (PER), which reflects market growth expectations, stands at around 39 times for Sanrio and around 53 times for Nintendo—both exceeding that of U.S. AI giant Nvidia, which is in the 36-times range.
by liatris4405