Japanese tourism-related stocks plummet as China issues travel advisory following Takaichi's comments on Taiwan.

Written by Emily J. Thompson, Senior Investment Analyst

Source: CNBC

Updated: Nov 17 2025

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Source: CNBC

Impact on Japanese Stocks: Japan's tourism-related stocks experienced significant declines due to heightened tensions with China, following a travel alert issued by Beijing for its citizens considering travel to Japan.
Major Company Losses: Notable companies such as Shiseido and Isetan Mitsukoshi Holdings saw their shares drop by 11% and over 10%, respectively, while other firms like Oriental Land and ANA Holdings also reported losses.
Chinese Government's Response: China's foreign ministry criticized Japanese Prime Minister Sanae Takaichi's comments regarding military force in Taiwan, labeling them as provocative and raising concerns among neighboring countries.
Japan's Call for Measured Response: Japan urged China to respond appropriately to the situation, with government spokesperson Minoru Kihara emphasizing the need for a measured approach without detailing specific actions.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.