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Morgan Stanley analysts have highlighted Japanese equities set to benefit from artificial intelligence (AI) advancements or remain resilient against market disruption. Their research focuses on companies categorized as "Adopters," which leverage AI for efficiency, and "Protected" firms, which maintain strong pricing power with minimal AI exposure.
Sony Group Corp (NYSE:SONY) and Sumitomo Mitsui Financial Group Inc (NYSE:SMFG) received "Overweight" ratings due to their high AI integration. Sony, with a market cap of 20.6 trillion yen ($138 billion), and Sumitomo Mitsui, valued at 15.3 trillion yen, are expected to capitalize on AI-driven efficiencies. Security firm Sohgo Security Services Co Ltd (TYO:2331) and recruitment agency Jac Recruitment Co Ltd (TYO:2124) were also cited for their strategic AI applications.
Among the "Protected" stocks, Kao Corp. (TYO:4452) and NEC Corp. (TYO:6701) stand out for their stable business models and strong pricing power, making them reliable investments amid AI-driven volatility. Japan Airlines Co Ltd (TYO:9201) and Kyushu Railway Co (TYO:9142) were also noted for their insulation from AI disruption.
This analysis follows China’s DeepSeek launching cost-efficient AI tools, which Morgan Stanley’s U.S. semiconductor team believes could accelerate AI adoption in Japan without impacting hyperscaler investments.
With AI reshaping industries, Morgan Stanley advises monitoring upcoming earnings from U.S. tech giants for potential ripple effects on Japanese equities. Analysts expect "Adopters" and "Protected" stocks to outperform broader indices over the next 12–24 months. Investors are increasingly focused on firms well-positioned to harness AI-driven opportunities or mitigate risks, reinforcing Japan’s growing prominence in the global AI landscape.
