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.
27episodes
Episodes
Newest firstAll episodes
Shibaura Mechatronics (6590) High Stakes AI Packaging Pivot
2d ago00:20:45Tap to summarizeFounded 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 vacuum application equipment), and Vending Machine Systems. The company strongly focuses on Semiconductor Production Equipment (SPE). It boasts high global market shares with its Global Niche Top (GNT) products, such as single-wafer cleaning equipment, high-temperature phosphoric acid etching equipment, and flip-chip bonders for advanced packaging. By providing cutting-edge technological solutions to meet the growing demand for IoT and generative AI, Shibaura Mechatronics continuously contributes to the development of the global digital society.Over the past three years, sales grew from 67.5 to 88.0 billion yen, and operating profit increased from 11.6 to 15.2 billion yen, achieving record profits for four consecutive years. The key strategic focus is expanding Global Niche Top (GNT) products, driven by generative AI demand for advanced packaging bonders in back-end processes, and high-temperature phosphoric acid etching equipment in front-end processes. While expanding growth investments, the company forecasts continued growth in the next fiscal year, targeting sales of 99.0 billion yen and operating profit of 16.0 billion yen.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 →Daido Steel (5471) Swaps Tonnage For High Tech
1w ago00:20:00Tap to summarizeFounded 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, its business spans five core segments: Special Steel, Functional Materials & Magnetic Materials, Automobile & Industrial Machinery Parts, Engineering, and Trading & Services. Daido Steel supplies high-performance materials and precision components to a wide range of industries, including automotive, aerospace, semiconductor manufacturing, and medical sectors. Through eco-friendly manufacturing processes, the company is dedicated to supporting the realization of a sustainable society and continuous global development.Daido Steel is driving a business portfolio transformation focusing on growth markets like semiconductors and aerospace. For the fiscal year ended March 2026, the company reported sales of 578.1 billion yen and an operating profit of 42.1 billion yen. The goal is to increase the sales ratio of growth market products to 25% by FY2030, having already reached 15% in FY2025. Moving forward, the company targets an operating profit of over 60 billion yen and an ROE of over 9% for FY2026.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 →Panasonic (6752) AI data center battery pivot
2w ago00:19:04Tap to summarizePanasonic 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 and mind," Panasonic operates across diverse sectors. These include consumer appliances, HVAC, electrical construction materials, supply chain software, electronic components, and batteries for EVs and data centers. Recently, under the "Panasonic GREEN IMPACT" initiative, the company has been accelerating its efforts to solve global environmental challenges and enhance the well-being of people and society, continually evolving to deliver sustainable and innovative solutions worldwide.Key Focus Areas: The company is aggressively restructuring low-profit businesses and optimizing its portfolio, having divested its Automotive Systems (Dec 2024) and Housing Solutions (Mar 2026) businesses. Moving forward, it focuses on "Solution Areas" as growth engines, specifically energy storage for data centers, electronic materials for AI servers, and supply chain software.Supporting Data: Panasonic generated 2.2 trillion yen in cumulative operating cash flow over three years (FY2022-2024), successfully achieving its 2.0 trillion yen mid-term target. The Industry and Energy segments are significantly driving performance, fueled by rapidly expanding demand related to generative AI.Performance Expectations: Through structural reforms to reduce fixed costs, the company forecasts an adjusted operating profit of 600 billion yen for FY2026. By FY2028, Panasonic aims to transform into a highly profitable enterprise with a ROE of 10% or more and an adjusted operating profit margin of 10% or more.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 →Kokusai Electric (6525) Dominates Semiconductor Batch ALD
3w ago00:19:09Tap to summarizeKOKUSAI 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 180.8, 238.9, and 235.1 billion yen, respectively. As for its future direction, the company will focus on expanding sales of high-value-added products to meet the growing demand for high-difficulty deposition caused by the increasing complexity, miniaturization, and 3D structures of semiconductor devices. Driven by this strategy, the proportion of high-value-added products will increase. The company forecasts its sales revenue will reach 280.0 billion yen and adjusted operating profit 60.5 billion yen in FY2027.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 →TDK (6762) Swapped Cassettes for Battery and AI Hardware
4w ago00:19:04Tap to summarizeFounded 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, Sensor Application Products, Magnetic Application Products, and Energy Application Products. With approximately 100,000 employees globally and an overseas sales ratio exceeding 90%, TDK provides innovative solutions worldwide.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 →Japan Securities Finance(8511) Japan's Only Securities Finance Company Profiting from Higher Rates
Jun 200:18:34Tap to summarizeJapan 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 financial data affecting performance forecasts show significant upward momentum.Following the Bank of Japan's lift of negative interest rates, rising lending rates and increased funding demand are expected to positively impact JSF's future performance.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 →Murata Manufacturing (6981) Global MLCC Market Leader
May 3000:19:24Tap to summarizeMurata 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 fiscal year ended March 2024, revenue fell to 1.64 trillion JPY with an operating profit of 215 billion JPY due to sluggish demand,. However, aided by a weaker yen and AI-related growth, revenue for the year ended March 2025 recovered to 1.74 trillion JPY, with operating profit at 279 billion JPY,. In the latest fiscal year ended March 2026, driven by vehicle electrification, revenue reached 1.83 trillion JPY and operating profit stood at 281 billion JPY.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 →Sumitomo Chemical (4005)'s high-tech microchip pivot
May 2200:19:20Tap to summarizeFounded 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 Chemical possesses a robust global presence and network.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 →Oriental Land(4661) The Financial Fortress of Tokyo Disney
May 1800:17:47Tap to summarizeOriental 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 operations encompass the Theme Park segment, the Hotel segment, and other resort businesses including the Ikspiari shopping complex and the Disney Resort Line monorail. Guided by its corporate mission to "offer wonderful dreams, moving experiences, delight and contentment," the company continues to provide unparalleled entertainment and hospitality to millions of guests at Tokyo Disney Resort.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 →Daicel(4202) Pivot from film to airbags
May 900:21:22Tap 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.
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