The scan is putting weight on one thing: earnings yield vs bonds, 10 of 10 names. Book runs +17.5% to +30.8%, median conf 87. Konica Minolta, Inc. ($4902.T) and KANSAI ELECTRIC POWER CO INC ($9503.T)

Idemitsu Kosan Co.,Ltd. ($5019.T) is Energy, univ 99%, sec 100%, +28.5%, but the ↑6mo momentum and ↓12mo momentum split is the tell. Sumitomo Chemical Company, Limited ($4005.T) is Basic Materials, univ 99%, sec 100%, +23.6%, with ↑6mo momentum and ↑max drawdown. Cheap earnings alone does not explain the rank; the momentum repair does. Daiwa House Industry Co., Ltd. ($1925.T) is Real Estate, univ 98%, sec 100%, +23.1%, conf 87. ↑downside risk plus ↑12mo momentum is a defensive momentum print. Suzuki Motor Corporation ($7269.T) is Consumer Cyclical, univ 98%, sec 100%, +21.6%, conf 87, with ↑12mo momentum and ↑downside risk. Same driver shape, different sector. Sumitomo Pharma Co., Ltd. ($4506.T) is Healthcare, univ 97%, sec 100%, +21.5%, conf 87. ↑illiquidity and ↑60d volatility are doing work here. Yamaha Motor Co., Ltd. ($7272.T) is Consumer Cyclical, univ 97%, sec 97%, +20.5%, conf 86, with ↑6mo momentum and ↓12mo momentum. Good signal on the turn, not on the level. MS&AD Insurance

Idemitsu Kosan Co.,Ltd. ($5019.T) is Energy, univ 99%, sec 100%, +28.5%, but the ↑6mo momentum and ↓12mo momentum split is the tell. Sumitomo Chemical Company, Limited ($4005.T) is Basic Materials, un