Japan Stock Podcast

ตอน

• Panasonic (6752) AI data center battery pivot 20.06.2026 19นาที

  Panasonic 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.
• Kokusai Electric (6525) Dominates Semiconductor Batch ALD 12.06.2026 19นาที

  KOKUSAI 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.
• TDK (6762) Swapped Cassettes for Battery and AI Hardware 07.06.2026 19นาที

  Founded 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.
• Japan Securities Finance(8511) Japan's Only Securities Finance Company Profiting from Higher Rates 02.06.2026 18นาที

  Japan 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.
• Murata Manufacturing (6981) Global MLCC Market Leader 30.05.2026 19นาที

  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 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.
• Sumitomo Chemical (4005)'s high-tech microchip pivot 22.05.2026 19นาที

  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 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.
• Oriental Land(4661) The Financial Fortress of Tokyo Disney 18.05.2026 17นาที

  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 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.
• Daicel(4202) Pivot from film to airbags 09.05.2026 21นาที

  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 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.
• Tokyo Electron (8035): The Semiconductor Titan Investing 800M Yen Daily & Monopolizing Four Core Processes 30.04.2026 20นาที

  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 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.
• SUMCO (3436) Profits Crater Despite AI Wafer Monopoly 24.04.2026 17นาที

  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 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.
• Fujitsu(6702) Pivot to Enterprise AI and Quantum 18.04.2026 18นาที

  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 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.
• JINS Holdings(3046)' Tech Eyewear Model 18.04.2026 20นาที

  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 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.
• Amiyaki Tei (2753) One Minute Steak Logistics 13.04.2026 19นาที

  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) 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.
• YASKAWA Electric(6506)'s autonomous robots and profit-generating model 11.04.2026 20นาที

  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% 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.
• KUSURI NO AOKI (3549) Retail Drugstore and Pharmacy Operator Expands by Acquiring Supermarkets 03.04.2026 20นาที

  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 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.
• Olympus(7733) swaps cameras for medical technology 29.03.2026 23นาที

  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 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.
• Mitsui O.S.K Lines(9104) Navigates War and Wind 22.03.2026 23นาที

  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 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.
• Nintendo (7974): Switch 2 and the Financial Fortress 14.03.2026 17นาที

  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 merchandise and playing cards. Furthermore, the company actively expands its rich intellectual property (IP) into various areas, including visual content and mobile applications.Driven by its core purpose of "putting smiles on the faces of everyone Nintendo touches," Nintendo is committed to creating and delivering unique and original entertainment experiences to consumers worldwide.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
• ROHM (6963) Pivot to AI and EVs 08.03.2026 19นาที

  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, modules, and resistors.A defining characteristic of ROHM is its Integrated Device Manufacturer (IDM) system. This vertically integrated production model encompasses everything from research and development to manufacturing and sales within the group, allowing the company to maintain strict traceability, ensure a stable supply, and achieve the highest levels of product quality.Guided by its foundational corporate objective of "Quality First," ROHM is dedicated to contributing to the advancement of culture through the continuous supply of excellent products. Today, the company heavily focuses on the power and analog semiconductor fields. By providing innovative technologies that promote energy savings and miniaturization, ROHM aims to solve critical social challenges, particularly in the rapidly evolving automotive and industrial equipment markets.On March 6, 2026, it was reported that Denso Corporation is considering a TOB (tender offer bid) for ROHM Co., Ltd..This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.
• MoneyForward (3994): Profitable Shift to Digital Workers 08.03.2026 20นาที

  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 financial management application that helps users visualize and manage their personal assets, and "Money Forward Cloud," a comprehensive back-office SaaS solution designed to streamline operations and improve productivity for corporate clients.As of November 2025, Money Forward has 2,597 consolidated employees. The company continues to expand its business domains and enhance its service value through active M&A strategies, the integration of AI technologies, and the expansion of its global development bases in countries like Vietnam and India.This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.