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Japan Stock Podcast

Japan Stock Podcast

Written by: brisklore.com/en
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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.

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Episodes
  • Nissin Foods(2897): Cup Noodle's High-Tech Health Gamble
    Jan 24 2026

    The Nissin Foods Group was founded in 1958, when its founder, Momofuku Ando, invented the world’s first instant noodles, Chicken Ramen. Guided by the belief that “peace in society comes only when people are well fed,” the Group operates under the vision of “EARTH FOOD CREATOR,” contributing to society and the planet through food.

    The core of its business is instant noodles, with strong brand power both in Japan and overseas, led by Cup Noodles. The Group has also expanded into frozen and chilled foods, confectionery, and beverages, while strengthening overseas operations as its next growth driver.

    In addition, under “EARTH FOOD CHALLENGE 2030,” the Group is promoting initiatives such as CO₂ reduction and the adoption of environmentally friendly packaging. By emphasizing food safety, health-conscious products, and human resource development, it aims for sustainable growth.

    Below is the outlook for the second half and full fiscal year ending March 2026 (as of the second quarter):

    • Second-half performance outlook: Traditionally, Nissin’s results have been stronger in the first half and weaker in the second half; however, for the current fiscal year, profitability is expected to remain solid in the second half. Specifically, performance is projected to progress steadily in the third quarter and recover significantly in the fourth quarter.
    • Downward revision of full-year forecasts: Based on first-half results and the second-half outlook, full-year forecasts have been revised downward as follows:
    • Revenue: ¥792.0 billion (down 2.2% from the initial forecast)
    • Core operating profit of existing businesses: ¥68.5 billion (down 18.1% from the initial forecast)
    • Net profit: ¥43.0 billion (down 18.9% from the initial forecast; improved from the previously expected 23.2% decline)
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    17 mins
  • MUFG(8306) Transforms Into A Sprinting Elephant
    Jan 18 2026

    Mitsubishi UFJ Financial Group (MUFG) is one of the world’s leading comprehensive financial groups, comprising core subsidiaries such as MUFG Bank, Mitsubishi UFJ Trust and Banking, and Mitsubishi UFJ Securities Holdings. With a global network spanning over 50 countries, MUFG offers a broad array of services including commercial banking, trust banking, securities, credit cards, consumer finance, and asset management.

    The group distinguishes itself through a global strategic alliance with Morgan Stanley and a robust business platform in Asia, anchored by partner banks such as Krungsri in Thailand and Bank Danamon in Indonesia.

    Under its corporate purpose, "Committed to empowering a brighter future," MUFG is currently pursuing a profound transformation to become a digital-driven and agile organization. The group integrates business growth with the resolution of environmental and social issues, such as its commitment to achieving carbon neutrality, thereby striving to enhance corporate value sustainably.

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    18 mins
  • FANUC(6954)'s Three Pillars and Compliance Failure
    Jan 11 2026

    FANUC is one of the world’s largest industrial robot manufacturers, yet its true character is far more multifaceted than its public image suggests.

    While the company upholds the management philosophy of “Rigorousness and Transparency,” an internal audit revealed long-standing regulatory noncompliance, exposing a gap between corporate ideals and organizational culture.

    At the same time, FANUC’s average annual salary of around ¥12.5 million is exceptional for the manufacturing sector, highlighting its strategic investment in top-tier talent to sustain cutting-edge technology.

    The company has also strengthened employee-centric policies, including generous benefits, health management, and diversity initiatives.

    The coexistence of its traditional “narrow path” philosophy and bold innovations such as digital twins encapsulates both the company’s strengths and its challenges.

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    13 mins
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