The scan is brutal across 10 Nikkei 225 names. 6m expected returns -23.5% to -16.1%, median conf 84. Same factor drags 10 of 10: earnings yield vs bonds. Consumer Cyclical is the heaviest cluster with

Takeda Pharmaceutical ($4502.T) and Fast Retailing ($9983.T) sit at the top. Takeda univ 0%, sec 8%, all three drivers down: earnings yield, downside risk, 12mo momentum. Fast Retailing univ 1%, sec 3%, same earnings yield drag but different secondary: momentum and illiquidity. Aeon ($8267.T) and Takashimaya ($8233.T) keep the Consumer Cyclical theme alive. Aeon is the name to watch: 12mo momentum is pushing UP (+0.0189) while 6mo falls. Takashimaya is a clean bear print, earnings yield, downside risk, momentum all negative. Teijin ($3401.T), HOYA ($7741.T), Sompo Holdings ($8630.T). Teijin: illiquidity up, downside risk down, sec 2% in Industrials. HOYA: sec 15% in Healthcare, earnings yield, illiquidity, momentum down. Sompo: quiet one, volatility down, earnings yield drag. Nissan Motor ($7201.T) and ROHM ($6963.T). Nissan has 12mo momentum UP and downside risk UP, odd mix. ROHM: momentum down, illiquidity up, sec 4% in Tech. Both univ 3-4%. Mitsubishi Heavy Industries ($7011.T) clos

Takeda Pharmaceutical ($4502.T) and Fast Retailing ($9983.T) sit at the top. Takeda univ 0%, sec 8%, all three drivers down: earnings yield, downside risk, 12mo momentum. Fast Retailing univ 1%, sec 3