Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-Japan in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Toyota Motor, Nippon Yusen Kabushiki Kaisha, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Recruit, Mitsubishi Chemical.</li>
</ul>


We analysed the earning revision of component stocks of MS-Japan in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Toyota Motor, Nippon Yusen Kabushiki Kaisha, Mitsubishi UFJ Financial, Mitsui O.S.K. Lines, Recruit, Mitsubishi Chemical.


MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Wing Tai has divested its London office property to Berkeley Square, marking a significant transaction.</li><li>In South Korea, the National Pension Service has purchased a $300 million property in Incheon.</li><li>KDDI has introduced a new service at its 48MW AI data center located in Osaka, Japan.</li></ul>

Wing Tai has divested its London office property to Berkeley Square, marking a significant transaction.In South Korea, the National Pension Service has purchased a $300 million property in Incheon.KDDI has introduced a new service at its 48MW AI data center located in Osaka, Japan.

Asia Real Estate Tracker (27-Jan-2026): Wing Tai sells London office to Berkeley Square.

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

<ul>
<li>PM Takaichi upends bond markets as worries over fiscal impropriety boil over into JGB panic selling.</li>
<li>Any backtracking on her plans to cut taxes for food and beverages will loose the election and puts her on a Liz Truss trajectory.</li>
<li>Despite the risk-off tape, Kioxia still managed a 9.5% gain, but Kioxia may see retail margin selling if big losses elsewhere.</li>
</ul>


PM Takaichi upends bond markets as worries over fiscal impropriety boil over into JGB panic selling.
Any backtracking on her plans to cut taxes for food and beverages will loose the election and puts her on a Liz Truss trajectory.
Despite the risk-off tape, Kioxia still managed a 9.5% gain, but Kioxia may see retail margin selling if big losses elsewhere.


Japan Morning Connection: Market Holding Breath to See if JP Bond Rout Continues

<ul>
<li>Massive capex numbers from TSMC set to propel JP SPE to new highs today.</li>
<li>Softbank is likely to continue to lag as ARM fails to catch a bid despite being -42% from recent highs.</li>
<li>The hottest momo names in JP last year have cooled, but there should be more upside yet.</li>
</ul>


Massive capex numbers from TSMC set to propel JP SPE to new highs today.
Softbank is likely to continue to lag as ARM fails to catch a bid despite being -42% from recent highs.
The hottest momo names in JP last year have cooled, but there should be more upside yet.


Japan Morning Connection: SOX Closes at New Highs After TSMC Numbers and Capex Beat Ests

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Hyundai showcased innovative self-driving technology at CES 2026, collaborating with Nvidia.</li><li>Qualcomm is in talks with Samsung to produce next-generation 2nm chips for advanced applications.</li><li>Humanoid robots are anticipated to launch commercially in 2026, highlighting advancements in AI efficiency.</li></ul>

Hyundai showcased innovative self-driving technology at CES 2026, collaborating with Nvidia.Qualcomm is in talks with Samsung to produce next-generation 2nm chips for advanced applications.Humanoid robots are anticipated to launch commercially in 2026, highlighting advancements in AI efficiency.

Tech Supply Chain Tracker (09-Jan-2026): Hyundai and Nvidia showcase next-gen self-driving

Japan

SoftBank Group Corp. provides telecommunication services. The Company also operates ADSL (Asymmetric Digital Subscriber Line) and fiber optic high-speed Internet connection, e-Commerce businesses, and Internet based advertising and auction businesses.

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Softbank Group (9984 JP)

MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit

We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...

Ke Yan, CFA, FRM

Asia Real Estate Tracker (27-Jan-2026): Wing Tai sells London office to Berkeley Square.

Wing Tai sold its London office to Berkeley Square, while NPS acquired a $300M property in Incheon; KDDI launched a 48MW AI data center in Osaka,...

Asia Real Estate Tracker

Japan Morning Connection: Market Holding Breath to See if JP Bond Rout Continues

Markets risk off in the wake of the bond market rout sparked by JBG selling yesterday. Many food and beverage names have shot up since the news broke.

Andrew Jackson

Japan Morning Connection: SOX Closes at New Highs After TSMC Numbers and Capex Beat Ests

Likely for Kioxia to hit new highs today with memory names trading well. Strong tone for JP SPE after US tarrifs on Taiwan were lowered.

Andrew Jackson

Tech Supply Chain Tracker (09-Jan-2026): Hyundai and Nvidia showcase next-gen self-driving

At CES 2026, Hyundai showcased self-driving tech with Nvidia, Qualcomm pursued 2nm chip deals with Samsung, and humanoid robots are set to debut...

Tech Supply Chain Tracker

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