The scan is all one trade: earnings yield vs bonds. It shows up in 10 of 10 names. Confidence mostly 80. 6m book +16.7% to +27.2%. Rank concentration is extreme: all 10 are univ 96%+, most sec 100%. S

SoftBank Group Corp. ($9984.T) is the big comm-services name: univ 99%, sec 100%, +22.2%, conf 80. ↑ earnings yield vs bonds, ↑ downside risk, but ↓ 12mo momentum. Yamaha Motor Co., Ltd. ($7272.T) is the consumer-cyclical read: univ 99%, sec 100%, +21.6%, conf 80. ↑ earnings yield vs bonds, ↓ 12mo momentum, ↑ 6mo momentum. Daiwa House Industry Co., Ltd. ($1925.T) adds real estate: univ 98%, sec 100%, +21.6%, conf 80. ↑ earnings yield vs bonds, ↑ downside risk, ↑ 12mo momentum. Sumitomo Pharma Co., Ltd. ($4506.T) is healthcare: univ 98%, sec 100%, +20.5%, conf 80. ↑ earnings yield vs bonds, ↑ 12mo momentum, ↑ illiquidity. The Yokohama Rubber Company, Limited ($5101.T) is the lower-conf consumer-cyclical: univ 97%, sec 97%, +20.1%, conf 78. ↑ earnings yield vs bonds, ↓ 12mo momentum, ↑ downside risk. Tokio Marine Holdings, Inc. ($8766.T) is financials: univ 97%, sec 100%, +19.2%, conf 80. ↑ earnings yield vs bonds, ↑ downside risk, ↑ 12mo momentum. Tokuyama Corporation ($4043.T) is basic

SoftBank Group Corp. ($9984.T) is the big comm-services name: univ 99%, sec 100%, +22.2%, conf 80. ↑ earnings yield vs bonds, ↑ downside risk, but ↓ 12mo momentum. Yamaha Motor Co., Ltd. ($7272.T) is