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REAL-TIME GLOBAL RESEARCH

Internet & Media: 2H26 Investment Strategy: AI Embedded in Services to Drive Earnings Growth; Recruit, LY and Mercari Stand Out

Published: 2026-06-19Institution: Morgan StanleyCompany / ticker: 4689.T,4385.T,9984.T,2678.T,2433.T,3064.T,4324.T,3092.T,6098.T,4751.TPages: 40Original language: EnglishEvidence page: 38

Research evidence excerpt

Internet & Media: 2H26 Investment Strategy: AI Embedded in Services to Drive Earnings Growth; Recruit, LY and Mercari Stand Out

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