Japan Stock Podcast

About Japan Stock Podcast

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.

Publisher

brisklore.com/en

Category

business · news

Language

en

Explicit

No

First episode

21 Oct 2025

Latest episode

17 Oct 2026

Latest episodes

70 episodes in the feed.

1. 

   17 Oct 2026

   Kioxia (285A) Epic Comeback: Inside the ¥800B Buyback and the High-Speed AI Money Machine

   Kioxia Holdings Corporation, formerly Toshiba Memory, is a pioneer and global leader in flash memory and SSD solutions. In 1987, the company invented the world's first NAND flash memory, and in 2007, introduced the revolutionary 3D flash memory technology, "BiCS FLASH™". Anchored by its long-standing manufacturing joint venture with Western Digital (SanDisk), Kioxia offers a comprehensive lineup of cutting-edge storage products for smartphones, client PCs, cloud data centers, and generative AI infrastructure. Following its listing on the Tokyo Stock Exchange Prime Market in December 2024, Kioxia remains dedicated to advancing storage memory technologies that shape the digital future. [Future Direction & Outlook] Driven by booming AI storage demand, Kioxia achieved record FY2025 revenue of ¥2.34 trillion, followed by an all-time high FY2027 Q1 revenue of ¥1.77 trillion while establishing a net cash position. Key strategic focus areas include expanding mass production of 245TB high-capacity QLC SSDs for AI inference servers and advancing 8th and 10th-generation BiCS FLASH™ technology. For FY2027 Q2, guidance forecasts revenue of ¥2.39 trillion and Non-GAAP operating profit of ¥1.90 trillion, sustaining strong growth momentum. 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.

2. 

   10 Oct 2026

   KU Holdings (9856) Expands Its Import Dealership Empire and Consolidate Luxury

   KU Holdings Co., Ltd. is a pure holding company engaged in the sales, maintenance, and repair of domestic and imported automobiles. Its main operating subsidiaries include KU Co., Ltd. for domestic and used vehicles, alongside authorized import dealerships for Mercedes-Benz, BMW, MINI, and Jeep, such as Stern Setagaya, Stern Chuo, and Motoren Tomei-Yokohama. The company leverages a broad dealership network and strong aftermarket services as core strengths. For the fiscal year ended March 2026 (54th term), consolidated net sales reached 169,094 million yen, ordinary profit stood at 8,602 million yen, and net assets totaled 69,902 million yen. Supporting Data: Revenue expanded continuously from 153,346 million yen in FY3/23 to 169,094 million yen in FY3/26. In Q1 FY3/27, net sales rose 3.1% year-on-year to 42,485 million yen, with operating profit surging 26.6% to 2,081 million yen. Focus Directions: Accelerating import dealership expansion via M&A (e.g., acquiring Stern Nishitama and Stern Chuo) and enhancing operational efficiency. Outlook: For FY3/27, full-year forecasts target net sales of 170,000 million yen, operating profit of 8,100 million yen, and annual dividends of 58 yen per share. 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.

3. 

   3 Oct 2026

   Idemitsu Kosan (5019) Japan’s Oil Giant Betting $12B on Solid-State Batteries, SAF, and AI Immersion Cooling

   Idemitsu Kosan Co., Ltd. is a leading Japanese comprehensive energy and materials company guided by its core philosophy of "Respect for Human Beings" and "Truly Inspired". The company operates globally across foundational sectors such as fuel oils and basic chemicals, alongside high-performance materials—including OLED materials and lithium solid electrolytes—power, renewable energy, and resources. Leveraging its extensive technological expertise, Idemitsu ensures a stable energy supply while actively driving business portfolio transformation. In collaboration with strategic partners like Toyota Motor Corporation, the company is accelerating the commercialization of solid electrolytes for all-solid-state batteries, alongside low-carbon initiatives such as Sustainable Aviation Fuel (SAF) and chemical recycling of used plastics to advance a carbon-neutral future. Under its FY2026–2030 Medium-Term Management Plan, Idemitsu plans a total 5-year investment of 1.8 trillion yen, allocating 830 billion yen to GRIT (existing business foundation) and 810 billion yen to GROWTH & CNX (growth and decarbonization). Key focus areas include reinforcing stable refinery operations and accelerating the commercialization of solid electrolytes for all-solid-state batteries and SAF. Financially, Idemitsu targets an adjusted EBT of 360 billion yen, an ROE of 13%+, an ROIC of 7%+, and a total payout ratio of 50%+ by FY2030. 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

1.0 / 5

1 ratings

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.