Use the Four Major Themes Born from the TSE Reform as Hints for Stock Selection - Nikkei

東証改革で生まれる「四大テーマ」を株選びのヒントに：日本経済新聞

Quote:

““The third key theme is the “TOPIX (Tokyo Stock Price Index) Reform.”
Particularly noteworthy is that starting in October 2026, some Standard and Growth market stocks will be newly included in the TOPIX.

This will mark the beginning of annual regular rebalancing (the second round scheduled for October 2028). The stocks to be included will be determined based on criteria such as free-float market capitalization as of the end of August 2026.

Chizuru Morishita, a researcher at the NLI Research Institute, explains:

“Although there is still about a year before the index rebalancing, during that time the anticipation of new inclusions will act as a factor supporting the stock prices of potential candidates.”

The table below lists the top prospective new inclusions as of the end of September 2025, as estimated by Morishita and Nikkei Money.
However, if there are changes in market capitalization within the remaining year, the lineup of candidates could change.”