Index Rebalance

MSCI Japan June 2026 Rebalance: Pre-Implementation Update

31 May 2026 By Ke Yan, CFA
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Abstract: MSCI announced the quarterly review results after market close. As the cycle enters implementation, this note updates the stock setup. ADDs entered implementation after a large pre-announcement move and still carry first-week give-back risk. DELETEs were mild before implementation, but low-velocity DELETEs retain the weakest historical post-implementation profile.

M3 (2413 JP) Monotaro (3064 JP) Matsukiyococokara & (3088 JP) Zozo (3092 JP) Tsuruha (3391 JP) TIS (3626 JP) Resonac (4004 JP) Sekisui Chemical (4204 JP) Oracle Corporation Japan (4716 JP) Mitsui Mining & Smelting (5706 JP) Furukawa Electric (5801 JP) Toyota Industries (6201 JP) Sysmex (6869 JP) Shimadzu (7701 JP) Sony Financial (8729 JP) Tokyu (9005 JP) Japan Airlines (9201 JP)

Highlighted Stocks

M3, Monotaro, Matsukiyococokara &, Zozo, Tsuruha, TIS, Resonac, Sekisui Chemical, Oracle Corporation Japan, Mitsui Mining & Smelting, Furukawa Electric, Toyota Industries, Sysmex, Shimadzu, Sony Financial, Tokyu, Japan Airlines

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