All Episodes
Japan Stock Podcast — 70 episodes
Kioxia (285A) Epic Comeback: Inside the ¥800B Buyback and the High-Speed AI Money Machine
KU Holdings (9856) Expands Its Import Dealership Empire and Consolidate Luxury
Idemitsu Kosan (5019) Japan’s Oil Giant Betting $12B on Solid-State Batteries, SAF, and AI Immersion Cooling
Rakuten (4755) Multi-Billion Mobile Gamble: From Towering Debt to First Q2 Profit in 6 Years
ARCHION (543A): Toyota & Daimler Join Forces! The Commercial Vehicle Giant’s Path to a 10% Margin
IDOM (7599) From Purchasing Giant to Retail Powerhouse, Transforming Japan's Used Car Market
Howa Machinery (6203) Prioritizes Niche Infrastructure Profits, Shifts from Tools to Defense
Nissan Motor (7201) A Bank in Disguise? The Secret Behind Q1 Recovery and Its New Alliance with Honda
Kawasaki Heavy Industries (7012) Scandal Resilience, Defense Tailwinds, and the Pivot to Physical AI & Hydrogen
Daikin (6367) The 5-Trillion-Yen Giant Cooling AI Data Centers and Scorching India
Nextage (3186) Japanese Automotive Retailer's Decentralization Doubled Operating Profits
Nexon (3659) Virtual Worlds And The Cash Fortress
Fujikura (5803) Japanese Fiber Tech Controlling the Physical Bottleneck of Global AI
AFC-HD AMS Life Science (2927) Japan's Wellness OEM Giant Going Global
Kirin Holdings (2503) Pivot from beer to health science
Nippon Coke & Engineering (3315) Survival Through Amputation
Mitsubishi Corporation (8058) Trillion-Yen Buybacks & Strategic Shifts
FOOD & LIFE COMPANIES (3563) Overseas Profits Drive Sushiro’s Global Tech Pivot
Aisan Industry (7283) Profiting from engines, transforming into a semiconductor player
Yamaha Motor (7272) Ruthless pivot to premium
Shibaura Mechatronics (6590) High Stakes AI Packaging Pivot
Daido Steel (5471) Swaps Tonnage For High Tech
Panasonic (6752) AI data center battery pivot
Kokusai Electric (6525) Dominates Semiconductor Batch ALD
TDK (6762) Swapped Cassettes for Battery and AI Hardware
Japan Securities Finance(8511) Japan's Only Securities Finance Company Profiting from Higher Rates
Murata Manufacturing (6981) Global MLCC Market Leader
Sumitomo Chemical (4005)'s high-tech microchip pivot
Oriental Land(4661) The Financial Fortress of Tokyo Disney
Daicel(4202) Pivot from film to airbags
Tokyo Electron (8035): The Semiconductor Titan Investing 800M Yen Daily & Monopolizing Four Core Processes
SUMCO (3436) Profits Crater Despite AI Wafer Monopoly
Fujitsu(6702) Pivot to Enterprise AI and Quantum
JINS Holdings(3046)' Tech Eyewear Model
Amiyaki Tei (2753) One Minute Steak Logistics
YASKAWA Electric(6506)'s autonomous robots and profit-generating model
KUSURI NO AOKI (3549) Retail Drugstore and Pharmacy Operator Expands by Acquiring Supermarkets
Olympus(7733) swaps cameras for medical technology
Mitsui O.S.K Lines(9104) Navigates War and Wind
Nintendo (7974): Switch 2 and the Financial Fortress
ROHM (6963) Pivot to AI and EVs
MoneyForward (3994): Profitable Shift to Digital Workers
Nissei ASB(6284) Tariff-Dodging India-Japan Detour
GS Yuasa(6284) EV Bet Funded by Lead-Acid Battery Profits
Mitsui Kinzoku(5706): The 150-Year-Old Miner Inside Your Smartphone
Mitsubishi Gas Chemical (4182) Hidden AI Tech
Tokyo Seimitsu = ACCRETECH (7729) Wafer Probers and the EV Shift
Casio(6952) Pivot To Luxury And Emotional Robots
Nittetsu Mining(1515): Boring Rocks Pay for Copper Bet
Nissin Foods(2897): Cup Noodle's High-Tech Health Gamble
MUFG(8306) Transforms Into A Sprinting Elephant
FANUC(6954)'s Three Pillars and Compliance Failure
Namura Shipbuilding(7014): The Yen Reversal Test
Naikai Zosen(7018)'s Billion-Yen Shipbuilding Turnaround
ITOCHU(8001)'s Non-Resource Business Logic
Isuzu Motors(7202)' Six Trillion Yen Transformation Plan
Kao(4452): Long-Term Value Creation Driven by Integrity, Innovation, and Sustainability
Aisin(7259)'s Radical Pivot From Parts to Value
Kajima (1812): Japanese Construction Giant Fights Labor Crisis
Maruha Nichiro ⇒ Umios (1333): Rebuilds After Pesticide Crisis
Canon (7751)'s Transformation: High-Stakes Bet on Industrial Tech
Tekscend Photomask (429A) Building AI Chips Under Paradoxical Risk
Rakuten Group (4755)'s Mobile Ecosystem Gamble Explained
Brother Industries (6448)'s Factory Automation Transformation Strategy
Shiseido (4911)'s Billion-Dollar Gamble: Inside the High-Stakes SHIFT 2025 Transformation, Layoffs, and the Americas Impairment
Advantest (6857)'s AI Advantage: Why Chip Complexity and the "Zero Defect" Mandate Just Turbocharged the Ultimate Semiconductor Picks and Shovels Company
SCSK (9719): Japan's IT Giant - How a Trillion-Yen Bet on DX, Culture, and Mobility Is Forcing a Radical Corporate DNA Change
Kawasaki (7012)'s Industrial Schizophrenia: How KHI Ditched the Cash Cow, Bet Billions on Hydrogen, and Pivoted from Ninja Bikes to Surgical Robots
Sumitomo Metal Mining (5713): 430 years of history to EV Domination - How Sumitomo's Vertical Integration (RSM) Conquered the Global Battery Race
Toyo Engineering (6330): A field-hardened CEO takes on the challenge of co-creation and the path toward exceeding a PBR of 1.0