2025财年下半年投资策略：增持Recruit以追求品质，增持LY和Kakaku.com以实现持续增长，增持Mercari以寻求变革
Morgan Stanley·2025-06-06 08:05
June 6, 2025 12:05 AM GMT Internet & Media - Investor Presentation | Japan M Foundation FY25 2H Investment Strategy: OW on Recruit for Quality, LY & Kakaku.com for Continuous Growth, Mercari for Change OW on 4 firms for FY25 2H: Recruit: Portfolio with growth potential, profit growth through margin improvement, mid-term growth scenario unchanged. Kakaku.com: Kyujin Box beating plan. Mercari: Profit generation phase. LY: Strong returns, introducing AI enabled products. Key Takeaways Morgan Stanley MUFG Secur ...