MS-Japan June 2026 Rebalance: Pre-Implementation Update
MS-Japan enters the implementation phase on 1 June 2026. We update stock performance and discuss implementation trades.
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Smartkarma’s Week that Was in JP/KR: Hanjin Kal, JP Ins & Holdings, Nexon, Yaskawa, Koito
The list below is the list of insights published on Smartkarma (out of 100+ this past week) which relate to Korea and Japan. There was, of course,...
862 Views
Smartkarma Originals
🇯🇵 Japan • Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.6k Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
562 Views
LY Corp's (4689) Plan to Dominate Practically Everything
LY Corp's Agent AI aims to dominate Japan's digital payments industry by replicating Tencent's business model. Stock lags due to one-off...
262 Views