PODCAST · business
Japan Stock Podcast
by brisklore.com/en
TSE Straight Road – IR NavigatorEarnings Radio & Investor’s IR Insights.Easy-to-understand breakdowns of listed companies’ IR materials and Japanese stock earnings reports.Your watcher of Japan’s corporate earnings.Behind the scenes of listed companies.Untold stories of stocks and financial results.A money-viewing window into the market.Discover the secrets of Japanese stocks in just 8–25 minutes.Understandable Financial Statements 101 – Learn how to read a company’s report card.Enjoy your youth by reaching FIRE through Japanese NISA, DC, and iDeCo.Close your eyes and learn by ear — the blissful time for investment study.
Episodes
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Kioxia (285A) Epic Comeback: Inside the ¥800B Buyback and the High-Speed AI Money Machine
Kioxia Holdings Corporation, formerly Toshiba Memory, is a pioneer and global leader in flash memory and SSD solutions. In 1987, the company invented the world's first NAND flash memory, and in 2007, introduced the revolutionary 3D flash memory technology, "BiCS FLASH™". Anchored by its...
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KU Holdings (9856) Expands Its Import Dealership Empire and Consolidate Luxury
KU Holdings Co., Ltd. is a pure holding company engaged in the sales, maintenance, and repair of domestic and imported automobiles. Its main operating subsidiaries include KU Co., Ltd. for domestic and used vehicles, alongside authorized import dealerships for Mercedes-Benz, BMW, MINI, and Jeep,...
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Idemitsu Kosan (5019) Japan’s Oil Giant Betting $12B on Solid-State Batteries, SAF, and AI Immersion Cooling
Idemitsu Kosan Co., Ltd. is a leading Japanese comprehensive energy and materials company guided by its core philosophy of "Respect for Human Beings" and "Truly Inspired". The company operates globally across foundational sectors such as fuel oils and basic chemicals, alongside high-performance...
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Rakuten (4755) Multi-Billion Mobile Gamble: From Towering Debt to First Q2 Profit in 6 Years
Founded in 1997, Rakuten Group, Inc. is a leading Japanese global internet services company. Guided by its mission to empower individuals and society through innovation, Rakuten operates over 70 diverse services worldwide. Its core business is structured around three main segments: Internet...
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ARCHION (543A): Toyota & Daimler Join Forces! The Commercial Vehicle Giant’s Path to a 10% Margin
ARCHION Corporation is a holding company established through the business integration of Hino Motors and Mitsubishi Fuso Truck and Bus Corporation, listed on the Tokyo Stock Exchange Prime Market on April 1, 2026 (TSE: 543A). Supported by Daimler Truck and Toyota Motor as key shareholders…
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IDOM (7599) From Purchasing Giant to Retail Powerhouse, Transforming Japan's Used Car Market
IDOM Inc. (TSE Prime: 7599), founded in 1994, is a leading Japanese automotive company specializing in pre-owned vehicle purchasing and retail sales. Operating primarily under its flagship "Gulliver" brand, IDOM has successfully transformed its core business from a pure purchasing shop network…
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Howa Machinery (6203) Prioritizes Niche Infrastructure Profits, Shifts from Tools to Defense
Howa Machinery, Ltd., established in 1907 and headquartered in Kiyosu, Aichi Prefecture, is a highly respected Japanese machinery manufacturer with a rich history. The company operates across multiple diverse sectors, including machine tools (machining centers and power chucks), firearms (Type 20...
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Nissan Motor (7201) A Bank in Disguise? The Secret Behind Q1 Recovery and Its New Alliance with Honda
Nissan Motor Co., Ltd., headquartered in Yokohama, Japan, is a leading global automaker. Led by Representative Executive Officer, President, and CEO Ivan Espinosa, the company designs, manufactures, and sells passenger and commercial vehicles, alongside providing sales financial services…
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Kawasaki Heavy Industries (7012) Scandal Resilience, Defense Tailwinds, and the Pivot to Physical AI & Hydrogen
Established in 1896 with rich roots dating back to 1878, Kawasaki Heavy Industries, Ltd. is a premier Japanese engineering and manufacturing giant. Headquartered in Kobe and Tokyo, the company has a capital of 104.4 billion yen and maintains a massive global workforce of over 40,000 employees....
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Daikin (6367) The 5-Trillion-Yen Giant Cooling AI Data Centers and Scorching India
Established in Osaka, Japan in 1924, Daikin Industries is a prominent global leader in both air conditioning and fluorochemicals, with business operations expanding across more than 170 countries worldwide. As the world's only comprehensive manufacturer that simultaneously develops both advanced...
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Nextage (3186) Japanese Automotive Retailer's Decentralization Doubled Operating Profits
NEXTAGE Co., Ltd., established in December 1998 and headquartered in Nagoya, Aichi Prefecture, is a leading Japanese automotive retailer listed on the TSE Prime and NSE Premier markets, led by Yasuharu Hirota. Dedicated to its philosophy of being “the car shop loved by everyone”, the company...
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Nexon (3659) Virtual Worlds And The Cash Fortress
Founded in 1994 and headquartered in Tokyo, NEXON Co., Ltd. is a global leader in the production, development, and publishing of online games. Listed on the Tokyo Stock Exchange in December 2011, Nexon is a constituent of the Nikkei 225 index. The company operates a diverse portfolio of over 40...
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Fujikura (5803) Japanese Fiber Tech Controlling the Physical Bottleneck of Global AI
Founded in 1885 and headquartered in Tokyo, Fujikura Ltd. is a leading Japanese manufacturer of optical fibers, cables, and electronic components. Driven by its DNA of "Proactive Spirit" and "Fujikura Technology," the company operates under the mission of contributing to society through its...
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AFC-HD AMS Life Science (2927) Japan's Wellness OEM Giant Going Global
AFC-HD AMS Life Science Co., Ltd. is a leading Japanese company specializing in the OEM (original equipment manufacturer) production of high-quality health foods and cosmetics. Headquartered in Shizuoka, the company operates as a comprehensive conglomerate aiming to complete all operations...
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Kirin Holdings (2503) Pivot from beer to health science
Kirin Holdings Company, Limited, established in 1907, is a world-leading global group headquartered in Japan. Under its corporate slogan, "Joy brings us together," the company leverages its foundational fermentation and biotechnology expertise to expand new joys of "Food and Well-being" and...
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Nippon Coke & Engineering (3315) Survival Through Amputation
Nippon Coke & Engineering Co., Ltd. is a leading Japanese resources and materials manufacturer specializing in the production and sale of high-quality coke essential for steelmaking. The company maintains a close strategic alliance with major partners Nippon Steel Corporation (holding a 22.6%...
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Mitsubishi Corporation (8058) Trillion-Yen Buybacks & Strategic Shifts
Mitsubishi Corporation, established in 1954, is one of Japan's leading comprehensive trading companies. With a global network spanning approximately 76 countries, it operates across diverse sectors including environmental energy, materials, metal resources, social infrastructure, mobility, and…
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FOOD & LIFE COMPANIES (3563) Overseas Profits Drive Sushiro’s Global Tech Pivot
Established in 2015, FOOD & LIFE COMPANIES LTD. is a leading global food service company operating multiple brands, including the flagship revolving sushi chain "Sushiro," sushi izakaya "Sugidama," and traditional sushi brands "Kyotaru" and "Sushi Misaki". Guided by the vision "Discovering new...
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Aisan Industry (7283) Profiting from engines, transforming into a semiconductor player
Established in 1938 and headquartered in Obu City, Aichi Prefecture, Aisan Industry Co., Ltd. is a global automotive parts manufacturer. The company specializes in the development and production of engine fuel and intake/exhaust system components, such as fuel pump modules and throttle bodies…
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Yamaha Motor (7272) Ruthless pivot to premium
Founded in 1955 and headquartered in Iwata, Japan, Yamaha Motor Co., Ltd. is a global manufacturer of transportation equipment. Guided by its corporate mission to be a "Kando Creating Company" and the slogan "Revs your Heart," Yamaha aims to provide experiences that exceed customer expectations....
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Shibaura Mechatronics (6590) High Stakes AI Packaging Pivot
Founded in 1939, Shibaura Mechatronics Corporation is a precision equipment manufacturer listed on the Tokyo Stock Exchange Prime Market. Its main business segments include Fine Mechatronics (front-end semiconductor and FPD manufacturing equipment), Mechatronics Systems (back-end equipment and...
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Daido Steel (5471) Swaps Tonnage For High Tech
Founded in 1916 and established in 1950, Daido Steel Co., Ltd. is a world-leading manufacturer specializing in special steel. Headquartered in Nagoya, Japan, the company has a capital of approximately 37.1 billion yen and a consolidated workforce of around 12,000 employees. Operating globally…
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Panasonic (6752) AI data center battery pivot
Panasonic Holdings Corporation, founded in 1918 by Konosuke Matsushita, is a leading global electronics manufacturer. In April 2022, the company transitioned to a holding company system and adopted its current name. Guided by its mission to realize "an ideal society with affluence both in matter...
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Kokusai Electric (6525) Dominates Semiconductor Batch ALD
KOKUSAI ELECTRIC is a dedicated semiconductor manufacturing equipment manufacturer specializing in thin-film deposition and treatment processes. It holds the world's top market share in batch ALD systems and treatment equipment. Over the past three years (FY2024-FY2026), sales revenue reached...
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TDK (6762) Swapped Cassettes for Battery and AI Hardware
Founded in 1935 to commercialize the magnetic material ferrite, TDK Corporation is a world-leading comprehensive electronic components manufacturer. Guided by its corporate motto, "Contribute to culture and industry through creativity," TDK operates in four core segments: Passive Components…
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Japan Securities Finance(8511) Japan's Only Securities Finance Company Profiting from Higher Rates
Japan Securities Finance Co., Ltd. (JSF), established in 1927, is Japan's sole licensed securities finance company, listed on the TSE Prime Market. While margin transactions remain its core business, its security finance segment (e.g., bond and stock repos) has driven recent rapid growth. Key...
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Murata Manufacturing (6981) Global MLCC Market Leader
Murata Manufacturing Co., Ltd., headquartered in Kyoto, Japan, is a global leader in advanced electronic components. Its flagship product, Multilayer Ceramic Capacitors (MLCCs), holds approximately 40% of the global market share. Recently, Murata's performance has been heavily influenced by...
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Sumitomo Chemical (4005)'s high-tech microchip pivot
Founded in 1925, Sumitomo Chemical Co., Ltd. is a global comprehensive chemical company headquartered in Tokyo, Japan. The company operates through five core business sectors: Agro & Life Solutions, ICT & Mobility Solutions, Advanced Medical Solutions, Essential & Green Materials, and Sumitomo...
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Oriental Land(4661) The Financial Fortress of Tokyo Disney
Oriental Land Co., Ltd., established in July 1960 and headquartered in Urayasu, Chiba, was founded to develop a large-scale leisure facility and contribute to Japan's cultural and social well-being. Operating under a long-term license agreement with Disney Enterprises, Inc. signed in 1979, the...
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Daicel(4202) Pivot from film to airbags
Established in 1919 from the merger of eight celluloid manufacturers, Daicel Corporation is a leading global chemical company. The company operates globally across five business segments: Medical/Healthcare, Smart, Safety, Materials, and Engineering Plastics. Daicel is recognized as Japan's sole...
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Tokyo Electron (8035): The Semiconductor Titan Investing 800M Yen Daily & Monopolizing Four Core Processes
Tokyo Electron Limited (TEL), established in November 1963 and headquartered in Akasaka, Tokyo, is a leading global manufacturer of semiconductor production equipment. Led by President and CEO Toshiki Kawai, the company has a capital of 54.9 billion yen. TEL specializes in the development,...
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SUMCO (3436) Profits Crater Despite AI Wafer Monopoly
Established in 1999, SUMCO Corporation is a world-leading specialized manufacturer of silicon wafers, the essential substrate materials for semiconductors. The company boasts an integrated production system, from high-purity polysilicon to final wafer products. SUMCO holds the world's top market...
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Fujitsu(6702) Pivot to Enterprise AI and Quantum
Fujitsu Limited, founded on June 20, 1935, is a leading global information and communication technology (ICT) company headquartered in Kawasaki, Kanagawa, Japan. Led by President and CEO Takahito Tokita, the company operates with a capital of approximately 325.6 billion yen and employs 112,743...
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JINS Holdings(3046)' Tech Eyewear Model
JINS HOLDINGS Inc., led by Representative Director and President COO Ryo Tanaka, is a leading Japanese eyewear company. The company operates on a globally evolving SPA (Specialty store retailer of Private label Apparel) model, seamlessly integrating the planning, production, distribution, and...
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Amiyaki Tei (2753) One Minute Steak Logistics
AMIYAKI TEI CO., LTD. is a Japanese restaurant chain company headquartered in Kasugai City, Aichi Prefecture. Operating as a "group of meat professionals," the company leverages its extensive knowledge and precise meat-cutting techniques to provide high-quality meat at affordable chain-store...
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YASKAWA Electric(6506)'s autonomous robots and profit-generating model
Founded in 1915 and headquartered in Kitakyushu, Japan, YASKAWA Electric Corporation is a global leader in mechatronics. The company's core businesses include Motion Control (AC servo motors and inverters) and Industrial Robotics. According to the latest financial results for the fiscal year…
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KUSURI NO AOKI (3549) Retail Drugstore and Pharmacy Operator Expands by Acquiring Supermarkets
KUSURI NO AOKI HOLDINGS CO., LTD., headquartered in Ishikawa Prefecture, Japan, is a prominent retail company operating drugstores and dispensing pharmacies. Founded in 1985, the company's management philosophy is to "contribute to society through health, beauty, and hygiene". In recent years…
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Olympus(7733) swaps cameras for medical technology
Olympus Corporation, established on October 12, 1919, initially aimed to domesticate microscope production in Japan. Today, headquartered in Tokyo, it has successfully transformed into a leading global MedTech company. Driven by its core purpose of "Making people’s lives healthier, safer and more...
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Mitsui O.S.K Lines(9104) Navigates War and Wind
Mitsui O.S.K. Lines, Ltd. (MOL) is a world-leading comprehensive shipping and social infrastructure corporate group headquartered in Minato-ku, Tokyo. With shipping as its core business, MOL operates a fleet of over 900 vessels, providing global marine transport services for various cargoes such…
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Nintendo (7974): Switch 2 and the Financial Fortress
Nintendo Co., Ltd., established in November 1947, is headquartered in Kyoto, Japan. The company is currently led by Representative Director and President Shuntaro Furukawa. Nintendo primarily operates in the home entertainment field, focusing on the development, manufacture, and sales of…
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ROHM (6963) Pivot to AI and EVs
ROHM Co., Ltd., established in 1958 and headquartered in Kyoto, Japan, is a comprehensive manufacturer of electronic components. Under the leadership of President Katsumi Azuma, the company has grown into a global enterprise with over 22,000 employees worldwide. ROHM specializes in the…
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MoneyForward (3994): Profitable Shift to Digital Workers
Established in May 2012, Money Forward, Inc. is a leading FinTech and SaaS company listed on the Tokyo Stock Exchange. Guided by its mission, "Moving money forward, moving your life forward," the company aims to become a financial platform that solves money-related challenges for both individuals...
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Nissei ASB(6284) Tariff-Dodging India-Japan Detour
NISSEI ASB MACHINE CO., LTD. was established on November 8, 1978, and its headquarters is located in Komoro-shi, Nagano. The company's core operations include the development, manufacturing, and retail of “stretch blow molding machines” used to make PET and other plastic containers, along with...
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GS Yuasa(6284) EV Bet Funded by Lead-Acid Battery Profits
GS Yuasa is a long-established Japanese manufacturer of energy equipment and batteries with a history of over 100 years. It was formed in 2004 through the merger of Japan Storage Battery Co., Ltd. and Yuasa Corporation. The company operates globally with four main business segments: Automotive...
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Mitsui Kinzoku(5706): The 150-Year-Old Miner Inside Your Smartphone
[Basic Information] Company Name: Mitsui Kinzoku Company, Limited (formerly Mitsui Mining & Smelting Co., Ltd.) Established: May 1, 1950 Headquarters: Gate City Ohsaki West Tower, 1-11-1 Osaki, Shinagawa-ku, Tokyo, Japan Representative: Takeshi Nou, President and Representative Director Capital:...
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Mitsubishi Gas Chemical (4182) Hidden AI Tech
Mitsubishi Gas Chemical Company, Inc., founded in 1918 and incorporated in 1951, is a chemical manufacturing company headquartered in Chiyoda, Tokyo, Japan. It is a member of the Mitsubishi Group and is listed on the Tokyo Stock Exchange (stock code: 4182). The company engages in the research,...
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Tokyo Seimitsu = ACCRETECH (7729) Wafer Probers and the EV Shift
Tokyo Seimitsu is a Japanese supplier of high-precision metrology instruments and semiconductor manufacturing equipment, holding an important position in the global manufacturing industry thanks to its ultra-high-accuracy measurement technologies and its key semiconductor tools, such as wafer...
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Casio(6952) Pivot To Luxury And Emotional Robots
Casio Computer Co., Ltd. is a well-known Japanese electronics manufacturer with business operations spanning watches, electronic musical instruments, educational devices, and system solutions. Among these, its high-end watches represented by G-SHOCK enjoy exceptionally strong global brand power…
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Nittetsu Mining(1515): Boring Rocks Pay for Copper Bet
Founded in 1939, Nittetsu Mining is a comprehensive resources company with over 85 years of experience supporting society through the stable supply of essential materials. The company’s strength lies in its balanced business model, combining a highly stable domestic foundation with a growth…
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Nissin Foods(2897): Cup Noodle's High-Tech Health Gamble
The Nissin Foods Group was founded in 1958, when its founder, Momofuku Ando, invented the world’s first instant noodles, Chicken Ramen. Guided by the belief that “peace in society comes only when people are well fed,” the Group operates under the vision of “EARTH FOOD CREATOR,” contributing to...
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ABOUT THIS SHOW
TSE Straight Road – IR NavigatorEarnings Radio & Investor’s IR Insights.Easy-to-understand breakdowns of listed companies’ IR materials and Japanese stock earnings reports.Your watcher of Japan’s corporate earnings.Behind the scenes of listed companies.Untold stories of stocks and financial results.A money-viewing window into the market.Discover the secrets of Japanese stocks in just 8–25 minutes.Understandable Financial Statements 101 – Learn how to read a company’s report card.Enjoy your youth by reaching FIRE through Japanese NISA, DC, and iDeCo.Close your eyes and learn by ear — the blissful time for investment study.
HOSTED BY
brisklore.com/en
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