Long scan — Nikkei 225 — Tuesday, September 08, 2026. BOOK: 6m +8.2%..+13.2%, median conf 91 DOMINANT DRIVER: earnings yield vs bonds in 10 of 10

1. Konica Minolta, Inc. ($4902.T) · Industrials · univ 100% · sec 100% · +13.2% · conf 91 2. Idemitsu Kosan Co.,Ltd. ($5019.T) · Energy · univ 100% · sec 100% · +11.9% · conf 91 3. The Kansai Electric Power Company, Incorporated ($9503.T) · Utilities · univ 99% · sec 100% · +11.5% · conf 91 4. Nomura Holdings, Inc. ($8604.T) · Financial Services · univ 99% · sec 100% · +10.5% · conf 91 5. SoftBank Group Corp. ($9984.T) · Communication Services · univ 98% · sec 100% · +10.0% · conf 91 6. Daiwa House Industry Co., Ltd. ($1925.T) · Real Estate · univ 98% · sec 100% · +9.6% · conf 91 7. Sumitomo Pharma Co., Ltd. ($4506.T) · Healthcare · univ 97% · sec 100% · +9.6% · conf 91 8. Yamaha Motor Co., Ltd. ($7272.T) · Consumer Cyclical · univ 97% · sec 100% · +8.7% · conf 91 9. Sharp Corporation ($6753.T) · Technology · univ 96% · sec 100% · +8.3% · conf 91 10. The Yokohama Rubber Company, Limited ($5101.T) · Consumer Cyclical · univ 96% · sec 97% · +8.2% · conf 89 So-what: conviction screen — wa

1. Konica Minolta, Inc. ($4902.T) · Industrials · univ 100% · sec 100% · +13.2% · conf 91