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Japan Stock Podcast

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 — t...

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10 oct. 2026

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Episoade

Murata Manufacturing (6981) Global MLCC Market Leader 30.05.2026

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 smartphone and PC inventory adjustments, AI server demand, and foreign exchange fluctuations. In the fis...

Sumitomo Chemical (4005)'s high-tech microchip pivot 22.05.2026

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 Pharma.  With overseas sales accounting for approximately 70% of its total revenue, Sumitomo...

Oriental Land(4661) The Financial Fortress of Tokyo Disney 18.05.2026

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 company successfully opened Tokyo Disneyland in 1983 and Tokyo DisneySea in 2001.  Today, its core o...

Daicel(4202) Pivot from film to airbags 09.05.2026

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 manufacturer of acetic acid and holds top global market shares for unique products such as cellul...

Tokyo Electron (8035): The Semiconductor Titan Investing 800M Yen Daily & Monopolizing Four Core Processes 30.04.2026

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, manufacturing, sales, and maintenance of semiconductor and flat panel display (FPD) production equipment. Its...

SUMCO (3436) Profits Crater Despite AI Wafer Monopoly 24.04.2026

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 share in cutting-edge 300mm epitaxial wafers for logic semiconductors, which require highly advance...

Fujitsu(6702) Pivot to Enterprise AI and Quantum 18.04.2026

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 people globally on a consolidated basis as of March 31, 2025. Fujitsu's business operations are prima...

JINS Holdings(3046)' Tech Eyewear Model 18.04.2026

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 retail of its eyewear products. In addition to its strong presence in Japan with over 500 stores, JINS is...

Amiyaki Tei (2753) One Minute Steak Logistics 13.04.2026

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 prices. The company primarily operates three core business segments: the Yakiniku (grilled meat) bu...

YASKAWA Electric(6506)'s autonomous robots and profit-generating model 11.04.2026

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 ending February 2026, YASKAWA achieved a consolidated revenue of 542.12 billion yen, representing a 0.8...

KUSURI NO AOKI (3549) Retail Drugstore and Pharmacy Operator Expands by Acquiring Supermarkets 03.04.2026

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, the company has aggressively pursued a "Food & Drug" strategy by introducing fres...

Olympus(7733) swaps cameras for medical technology 29.03.2026

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 fulfilling ," Olympus is dedicated to advancing medical standards and improving patient out...

Mitsui O.S.K Lines(9104) Navigates War and Wind 22.03.2026

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 as dry bulk, energy (crude oil and LNG), automobiles, and containers. In recent years, the company has...

Nintendo (7974): Switch 2 and the Financial Fortress 14.03.2026

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 dedicated video game platforms, such as the Nintendo Switch hardware and software, along with character mercha...

ROHM (6963) Pivot to AI and EVs 08.03.2026

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 development, manufacturing, and sales of a wide range of products, including LSIs, discrete semiconductors, modul...

MoneyForward (3994): Profitable Shift to Digital Workers 08.03.2026

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 and businesses. The company's core services include "Money Forward ME," a personal...

Nissei ASB(6284) Tariff-Dodging India-Japan Detour 28.02.2026

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 molds, ancillary equipment, and parts, as well as providing after-sales services. As of September 30,...

GS Yuasa(6284) EV Bet Funded by Lead-Acid Battery Profits 27.02.2026

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 Battery Business: Primarily manufactures lead-acid batteries for automobiles and motorcycles. In addition...

Mitsui Kinzoku(5706): The 150-Year-Old Miner Inside Your Smartphone 24.02.2026

[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: 42,289 million yen Number of Employees: 12,097 (Consolidated), 2,473 (Non-consolidated) [Core Busin...

Mitsubishi Gas Chemical (4182) Hidden AI Tech 14.02.2026

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, development, production, and sales of inorganic and organic chemicals, petrochemical products, synthetic...

Tokyo Seimitsu = ACCRETECH (7729) Wafer Probers and the EV Shift 07.02.2026

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 dicing and wafer probing systems.

Casio(6952) Pivot To Luxury And Emotional Robots 07.02.2026

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 and serve as the company’s primary source of profits. The company is positioned as a mature and stable e...

Nittetsu Mining(1515): Boring Rocks Pay for Copper Bet 01.02.2026

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 engine aligned to global decarbonization trends. The cornerstone of Nittetsu Mining’s earnings is its non-me...

Nissin Foods(2897): Cup Noodle's High-Tech Health Gamble 24.01.2026

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 society and the planet through food. The core of its business is instant noodles, with strong brand powe...

MUFG(8306) Transforms Into A Sprinting Elephant 18.01.2026

Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading comprehensive financial groups, comprising core subsidiaries such as MUFG Bank, Mitsubishi UFJ Trust and Banking, and Mitsubishi UFJ Securities Holdings. With a global network spanning over 50 countries, MUFG offers a broad array of services including commercial banking, trust banking, securities, credit cards, consumer finance, a...

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