Japanese airlines suspended more than 100 flights on Friday as two tropical storms, Mekkhala and Higos, converged on the archipelago.

Authorities have issued evacuation orders in several regions due to the heightened risk of flooding and landslides, compounding operational challenges for businesses already navigating fragile global supply chains.

The disruption extends beyond aviation, with reports indicating that factories in affected areas have temporarily halted production.

For investors tracking Japanese equities, particularly in the semiconductor and manufacturing sectors, the storms introduce immediate logistical friction.

Companies such as Sony Group (7203.T) and Japan Post (JYNT.O) face potential delays in component shipments and distribution networks, adding a layer of operational uncertainty to an already complex trading environment.

This weather event arrives as Japan continues to grapple with broader supply chain vulnerabilities.