What smart money is saying about Japan Airlines
9201.T
No fund has written a full thesis on Japan Airlines in our archive, but 1 fund letter reports a position in it, most recently Nakano Japan Growth Fund in November 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Japan Airlines on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- November 2026
“21 Japan Airlines (March) 9201 Transportation & Logistics 2.7% The environment surrounding the company shows headwinds such as high crude oil prices accompanying the prolonged Middle East situation and softening international route demand, while domestic routes remain firm. Under these circumstances, in the highly profitable mileage and life business, the company is accelerating the expansion of its earnings base in non-aviation areas, including the commencement of mileage awards for payments for daily life infrastructure such as gas and water. Furthermore, through a capital and business alliance with Lifenet Insurance, joint development of mileage-linked insurance is underway. We highly evaluate the company's strategic initiatives to enhance resilience to fluctuations in its core business and maximize the LTV of its customer base.”
Japan Airlines
Read the letters behind these Japan Airlines positions
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