UPDATE 1-Japan business mood, capex improve despite yen rise

TOKYO, June 14 (Reuters) – Big Japanese manufacturers grew more optimistic about the business environment in the April-June quarter in a sign corporate sentiment is weathering a rising yen and market turmoil stemming from Europe’s debt crisis.

Companies also sharply raised their capital expenditure plans for the fiscal year to March 2011 in a sign that corporate appetite to spend is gradually picking up.

“Sentiment is gradually improving both for underlying conditions and the outlook,” said Takeshi Minami, chief economist for Norinchukin Research Institute.

“The euro’s decline triggered by the Greek debt crisis doesn’t seem to have had much impact, at least for now.”

The business survey index (BSI) of sentiment at large manufacturers rose to plus 10.0 in April-June from plus 4.3 in the previous quarter, a joint survey by the Ministry of Finance and the Cabinet Office’s Economic and Social Research Institute showed on Monday. [JPBUSC=ECI]

Large manufacturers expect their sentiment index to improve to plus 13.8 in July-September, compared with plus 10.3 in the previous survey.

Companies also see capital spending in the year to March 2011 rising 9.2 percent from the previous year, a sharp improvement from a 5.5 percent drop forecast in the previous survey.

The improvement bodes well for new Prime Minister Naoto Kan, who plans to lay out plans to boost Japan’s potential growth as well as a medium- and long-term target to fix the country’s tattered finances.

The Bank of Japan is expected to announce details of a new loan scheme aimed at redirecting money to industries with growth potential after a policy meeting ending on Tuesday. [ID:nTOE65D004]

The BSI measures the percentage of firms that expect the business environment to improve from the previous quarter minus the percentage that expect it to worsen.

The survey was conducted in May, when the euro EUR= tumbled, the yen JPY= jumped and global stock markets fell sharply as Greece’s debt crisis fanned fears of contagion to other European countries and the euro-zone banking system.

Japanese business sentiment has been improving as exports and industrial output recovers due to strong demand from Asia.

Economists forecast robust exports to Asia and other emerging economies will keep supporting Japan’s recovery from its worst postwar recession, but growth may slow later this year as gains in consumption could moderate due to a lacklustre jobs market.

Japan service sector sentiment falls in May

June 8 (Reuters) – Japan’s service sector sentiment index fell to 47.7 in May, a Cabinet Office survey showed on Tuesday, the first fall in six months.

The survey of workers such as taxi drivers, hotel workers and restaurant staff — called “economy watchers” for their proximity to consumer and retail trends — showed their confidence about current economic conditions fell from 49.8 in April.

The Cabinet Office started compiling the data in comparative form in August 2001.

The outlook index, indicating the level of confidence in future conditions, fell to 48.7 from 49.9 in April. (Reporting by Hideyuki Sano)

Japan service sector sentiment 47.4 in March

TOKYO, April 8 (Reuters) – Japan’s service sector sentiment index rose to 47.4 in March, the highest in three years and improving for a fourth straight month, a Cabinet Office survey showed on Thursday.

The survey of workers such as taxi drivers, hotel workers and restaurant staff — called “economy watchers” for their proximity to consumer and retail trends — showed their confidence about current economic conditions rose from 42.1 in February.

The Cabinet Office started compiling the data in comparative form in August 2001.

The outlook index, indicating the level of confidence in future conditions, rose to 47.0 from 44.8 in February. (Reporting by Hideyuki Sano)

Confidence at Japanese companies at all-time low, 3rd Ld-Writethru, AS

TOKYO (AP) Confidence at major Japanese manufacturers has fallen to an all-time low, a key central bank survey showed Wednesday, dragged south by an unprecedented drop in global demand and a deep credit crunch. In the Bank of Japan’s quarterly “tankan” survey for March, the closely watched sentiment index for large manufacturers stood at minus 58 the sixth straight quarter of decline and the worst reading ever.

The latest number was far worse than the minus 24 reading in December’s survey and even undercut the minus 54 forecast by economists surveyed by Kyodo news agency. The index’s lowest result before Wednesday was minus 57, hit in June 1975.

The figure represents the percentage of companies saying business conditions are good minus those saying conditions are unfavorable. The lower the number, the greater the pessimism.

Japan, which had relied on overseas demand to drive growth, has been pummeled by a global slowdown that has sapped foreign sales of its cars and gadgets. A stronger yen has exacerbated the pain by eroding exporters’ earnings abroad.

The world’s second-largest economy now finds itself in the midst of its deepest recession since World War II, and officials are scrambling to mount a bigger defense against the downturn. Prime Minister Taro Aso ordered his government Tuesday to compile fresh stimulus measures, on top of about 12 trillion yen ($122 billion) in extra fiscal spending announced last year.

Since taking office in September, Aso has launched two stimulus packages that includes a cash handout to residents, lower highway tolls and support for small businesses. “Japan is still facing the economic crisis,” Aso said.

“We plan to draw up new measures and present them to the public as soon as possible.” Wednesday’s central bank survey showed the decline in confidence at small- and medium-size companies was just as bad.

Sentiment among small manufacturers and small non-manufacturers both tumbled to minus 57. The confidence index for major non-manufacturers deteriorated to minus 31 from minus 9 in the December survey.

Companies expect business conditions to remain rough in the months ahead, though they expect the pessimism to ease somewhat. The sentiment index for big manufacturers is forecast to improve to minus 51 in the next survey in June.

Major manufacturers in the latest tankan reported far tighter bank lending conditions from three month ago, with the index measuring lending attitudes down to minus 17 from minus 4. The central bank survey also showed that large companies downgraded their capital spending plans and now expect to cut expenditures by an average 13.2 percent in the fiscal year through March 2010.

Managers also said they expect an average dollar value of 97.18 yen during the new fiscal year, which began Wednesday, weaker than their estimate of 101.91 yen for last fiscal year. The Bank of Japan surveyed a total of 10,441 companies between Feb.

23 and March 31, of which 98.5 percent responded.