【チャンス到来？】TOPIX大改革で『売られる株』『買われる株』解説：あなたの塩漬け株大丈夫？【元機関投資家が解説】

Former institutional investor Ryosuke Izumida provides a thorough explanation of the TOPIX rule changes. From the first regular rebalancing starting in October 2026, to the eight-level weight reduction each quarter, and the revision of the free-float market capitalization target (from a median of 45.5 billion yen to 101.4 billion yen), this video covers all the key points investors need to know. In response to viewer requests, this video explains the details of the second phase of the TOPIX revision, which will significantly change the index in July 2028, and its impact on investor holdings. 00:00 Opening 01:09 Viewer Request: Explanation of TOPIX Rule Changes 01:42 Why Institutional Investors Don't Use the Nikkei 225 03:26 The Distortion of the Nikkei 225: Advantest Alone Accounts for 10% 06:52 The Real Main Players Driving TOPIX: Foreign Institutional Investors 07:53 "Stocks You Can't Buy" Drive Foreign Investors Away 09:26 Deciphering the Overall Picture of the Revision Using JPX Documents 10:47 Towards a "J.League" Model: Annual Relegation/Promotion Playoffs Begin 13:34 First Phase Revision (Completed January 2025) and Exclusion of Policy-Held Shares 15:06 The Meaning of the Target of 45.5 Billion Yen → 101.4 Billion Yen for Floating Share Market Capitalization 17:46 History of TOPIX Rule Changes: From the 2022 Prime Reorganization 21:02 Eight-Level Weight Reduction Starting October 2026 22:12 Conclusion for Investors: Stocks to Remove/Stocks to Rise 24:18 Ending Learn the essence of stock investment and asset management with Izumidaism. Former institutional investor Ryosuke Izumida thoroughly explains the concepts of company analysis and valuation (fair stock price) for Japanese and US stocks necessary in the new NISA era. Ryosuke Izumida's new channel, "Izumidaism," is launching! Hello, I'm Ryosuke Izumida. This channel is where I, with my experience as a former institutional investor and securities analyst, explain "professional company analysis" and "economic news" in an easy-to-understand way for individual investors. ▼What you can learn from this channel Instead of short-term information like "buy this stock and you'll make money," which is abundant in the market, we deliver content that cultivates a fundamental "eye for companies." Professional Corporate Analysis: Unraveling the "True Value of a Company" Behind Financial Statements and News Valuation (Pricing): Is the Stock Price Undervalued? Overvalued? Explaining the Logic of Institutional Investors ■Ryosuke Izumida Profile Securities Analyst After graduating from Keio University's Faculty of Commerce, he worked as a portfolio manager and securities analyst for foreign and Japanese stocks at Nippon Life Insurance and Fidelity Investments. He completed his Master's degree at Keio University Graduate School of System Design and Management. Certified Securities Analyst (CMA) of the Securities Analysts Association of Japan. Part-time lecturer at Tokyo University of Science Graduate School, lecturing on energy and industrial architecture. ■Books "Stock Investment Methods That Don't Require Forecasts, Known Only to Institutional Investors" https://amzn.asia/d/9ZYntIf "The Industrial Landscape Where Technology Will Reshape Everything" https://amzn.asia/d/4u3GYpI "Google vs. Toyota: Self-Driving Cars are Just the Beginning" https://amzn.asia/d/3E1vHv6 "What Will Happen to Banks?" https://amzn.asia/d/fw4fYhB "Japan's Electronics Industry: What Will Determine Success or Failure?" https://amzn.asia/d/gGnQe7m *The information on this channel is provided for informational purposes only, representing the personal views of an analyst. It does not endorse any specific stocks or investment methods. Investment is at your own risk. #NISA #Investment #JapaneseStocks