AIRA Group and Tokyo Stock Exchange Co-Host Seminar Exploring Investment Opportunities in Japan’s Stock Market

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AIRA Group and the Tokyo Stock Exchange successfully held a special seminar titled Decode Japan's Investment Landscape, offering perspectives on the direction of Japan's stock market amid the AI and semiconductor trends driving the global economy. The event drew a strong turnout of high-net-worth investors and interested participants. Mr. Masanori Yoshida from Japan Exchange Group shared updates on governance reforms reflected in rising dividends, share buybacks, and increasing mergers and acquisitions. Meanwhile, Mr. Naohide Une from Investment Lab noted that Japan's stock market has delivered an average annual return of 13.4% over the past 15 years, and presented a three-group AI investment framework: direct semiconductor plays, actual AI users, and beneficiaries of AI-driven labor replacement. He emphasized that opportunities extend beyond blue-chip stocks to mid- and small-cap companies involved in data centers and automation. Mr. Hirofumi Hayashi from Sumi Trust added that global active funds remain significantly underweight Japan, implying future buying potential, and cited Warren Buffett's gradual increase in Japanese trading company holdings as evidence of improved cash flow quality and governance. All three panelists agreed that the market's rise is supported by structural governance reforms and sustained corporate profit growth. Many large listed Japanese companies have expanded their revenue bases internationally, benefiting from global economic growth, a weaker yen, and the semiconductor investment cycle, as reflected in improving earnings per share and return on equity. While Japan may lack leaders in graphic chip design or cutting-edge foundries, it remains strong in chipmaking machinery and equipment, industrial materials, infrastructure equipment testing, and physical automation. Mr. Pairoj Luengthalerngpong, Chief Executive Officer of AIRA Securities Public Company Limited, said that combining perspectives from a market regulator, the private sector, and a global financial institution gives Thai investors comprehensive, in-depth insights for crafting investment strategies in Japan's capital market. He summarized three key takeaways for Thai investors: Japan's stock market continues to grow steadily on strong earnings; a gradual accumulation strategy should be used to mitigate timing risk; and focus should be on earnings fundamentals and governance rather than trading on daily news flow, especially as index returns become concentrated in a handful of AI and semiconductor stocks. This collaboration between AIRA Group and the Tokyo Stock Exchange underscores a commitment to promoting investment knowledge and expanding access for Thai investors to information and opportunities in leading Japanese companies.

Impact on assets 3

Financials▲ · 3 stocks
Japan Exchange Group, Inc.
8697
▲ PositiveCapitalrelevance

Japan Exchange Group's representative shared governance reforms (dividends, buybacks, M&A) that support market rise, benefiting the exchange operator.

Sumitomo Mitsui Trust Group, Inc.
8309
▲ PositiveCapitalrelevance

Sumi Trust's representative highlighted global funds underweight Japan and Warren Buffett's increased holdings, implying potential buying and improved governance.

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