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.
22episodes
Episodes
Newest firstAll episodes
Japan Securities Finance(8511) Japan's Only Securities Finance Company Profiting from Higher Rates
1w ago00:18:34Tap 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
2w ago00:19:24Tap 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
3w ago00:19:20Tap 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
3w ago00:17:47Tap 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.
Transcribe →Tokyo Electron (8035): The Semiconductor Titan Investing 800M Yen Daily & Monopolizing Four Core Processes
Apr 3000:20:08Tap 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
Apr 2400:17:17Tap 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
Apr 1800:18:50Tap 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
Apr 1800:20:21Tap 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.
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