Podcast
Japan Stock Podcast
Hosted by brisklore.com/en · EN
TSE Straight Road – IR Navigator
Earnings 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.
18episodes
Episodes
Newest firstAll episodes
Daicel(4202) Pivot from film to airbags
1w ago00:21:22Tap to summarizeEstablished 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 cellulose acetate, automobile airbag inflators, engineering plastics, and chiral columns. The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.
Transcribe →Tokyo Electron (8035): The Semiconductor Titan Investing 800M Yen Daily & Monopolizing Four Core Processes
2w ago00:20:08Tap to summarizeTokyo 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 core product lineup includes coater/developers, etch systems, deposition systems, and cleaning systems. Notably, TEL holds a significant global market share in various equipment categories, especially in coater/developers. The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.
Transcribe →SUMCO (3436) Profits Crater Despite AI Wafer Monopoly
3w ago00:17:17Tap to summarizeEstablished 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 advanced technology and stringent quality control. These products are indispensable for a wide range of applications, including smartphones, PCs, automobiles, and data centers. Guided by its vision to be the "World's No.1 company in technology" and to "ensure stable earnings even during economic downturns," SUMCO continues to meet the demanding needs of top-tier global semiconductor makers. Through relentless technological innovation, SUMCO significantly contributes to the evolution of semiconductors and the sustainable development of our digital society.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
Transcribe →Fujitsu(6702) Pivot to Enterprise AI and Quantum
4w ago00:18:50Tap to summarizeFujitsu 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 primarily divided into three main segments: Service Solutions, Hardware Solutions, and Ubiquitous Solutions.The company's core purpose is to "make the world more sustainable by building trust in society through innovation". Guided by its 2030 Vision, Fujitsu aims to become a "technology company that realizes net positive outcomes through digital services". By accelerating its business model transformation, Fujitsu continues to leverage advanced technologies, such as artificial intelligence and quantum computing, to solve major societal and environmental challenges, ultimately contributing to a more sustainable and prosperous future.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
Transcribe →JINS Holdings(3046)' Tech Eyewear Model
4w ago00:20:21Tap to summarizeJINS 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 actively expanding its business globally, with operations in Mainland China, Taiwan, Hong Kong, the United States, Vietnam, and the Philippines. Guided by its sustainability vision, "Changing the scenery of the future through eyewear," JINS offers highly functional and fashionable products such as "JINS SCREEN" lenses. Continuously striving to provide innovative customer experiences, the company proudly opened a global flagship store in Ginza in March 2026 and its largest flagship store in Shinjuku in April 2026.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
Transcribe →Amiyaki Tei (2753) One Minute Steak Logistics
Apr 1300:19:41Tap to summarizeAMIYAKI 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) business, featuring brands like "Amiyaki Tei" and "Yakiniku Suehirokan"; the Yakitori (grilled chicken) business, including "Ganso Yakitoriya Minoji"; and the Restaurant business, which offers steak and hamburgers through brands like "Kando no Niku to Kome".To ensure freshness and cost-effectiveness, AMIYAKI TEI utilizes central kitchens in Aichi and Kanagawa prefectures to process and deliver fresh ingredients to its branches daily. Furthermore, the company has actively expanded its market presence and brand portfolio through strategic M&A, successfully acquiring companies such as Suehiro Restaurant System and New Look.The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.
Transcribe →YASKAWA Electric(6506)'s autonomous robots and profit-generating model
Apr 1100:20:06Tap to summarizeFounded 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% year-on-year increase. This growth was driven by steadily converting new orders into sales. However, despite the increased value-added from higher sales, operating profit decreased by 5.7% year-on-year to 47.30 billion yen due to adverse foreign exchange impacts and rising overhead costs. Guided by its "technology-oriented" philosophy, YASKAWA continues to leverage its century-long expertise in motor control to provide innovative automation solutions that support and enhance the global manufacturing industry.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
Transcribe →KUSURI NO AOKI (3549) Retail Drugstore and Pharmacy Operator Expands by Acquiring Supermarkets
Apr 300:20:12Tap to summarizeKUSURI 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 fresh foods to its stores, offering customers a convenient one-stop shopping experience. Additionally, it focuses on increasing the ratio of stores with dispensing pharmacies to serve as trusted community healthcare hubs.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
Transcribe →Olympus(7733) swaps cameras for medical technology
Mar 2900:23:16Tap to summarizeOlympus 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 outcomes.Since developing the world's first practical gastrocamera in 1950, the company has become a dominant force in the medical field, commanding approximately a 70% global market share in gastrointestinal endoscopes. Operating primarily through its Endoscopic Solutions and Therapeutic Solutions divisions, Olympus provides innovative medical devices centered on "Early Detection" and "Minimally Invasive Therapy". These technologies help improve patients' quality of life while reducing overall healthcare costs. With over 29,000 employees globally across 40 countries or regions, Olympus continues to leverage its advanced technologies to shape the future of healthcare.The audio and written content provided in this podcast are for informational and general reference purposes only and are intended to introduce publicly available information and basic business conditions of major listed companies in Japan. They do not constitute investment advice, investment recommendations, investment solicitations, or a basis for any investment decision. Investing involves risks, and all investment decisions should be made at the listener’s own discretion and responsibility.
Transcribe →Mitsui O.S.K Lines(9104) Navigates War and Wind
Mar 2200:23:12Tap to summarizeMitsui 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 actively diversified beyond traditional maritime transport into a broad range of social infrastructure fields, including offshore businesses, comprehensive logistics, cruises, ferries, coastal RoRo ships, and real estate. The company celebrated its 140th anniversary in 2024.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
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