Episodios

  • Olympus(7733) swaps cameras for medical technology
    Mar 29 2026

    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.

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    23 m
  • Mitsui O.S.K Lines(9104) Navigates War and Wind
    Mar 22 2026

    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.

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    23 m
  • Nintendo (7974): Switch 2 and the Financial Fortress
    Mar 14 2026

    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.

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    18 m
  • ROHM (6963) Pivot to AI and EVs
    Mar 8 2026

    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.

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    19 m
  • MoneyForward (3994): Profitable Shift to Digital Workers
    Mar 8 2026

    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.

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    20 m
  • Nissei ASB(6284) Tariff-Dodging India-Japan Detour
    Feb 28 2026

    NISSEI ASB MACHINE CO., LTD. was established on November 8, 1978, and its headquarters is located in Komoro-shi, Nagano.

    The company's core operations include the development, manufacturing, and retail of “stretch blow molding machines” used to make PET and other plastic containers, along with molds, ancillary equipment, and parts, as well as providing after-sales services. As of September 30, 2025, the company has 2,177 consolidated employees.

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    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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    18 m
  • GS Yuasa(6284) EV Bet Funded by Lead-Acid Battery Profits
    Feb 27 2026

    GS Yuasa is a long-established Japanese manufacturer of energy equipment and batteries with a history of over 100 years. It was formed in 2004 through the merger of Japan Storage Battery Co., Ltd. and Yuasa Corporation. The company operates globally with four main business segments:

    Automotive Battery Business:

    Primarily manufactures lead-acid batteries for automobiles and motorcycles. In addition to its solid foundation in the domestic Japanese market, the company performs strongly in aftermarket sales in ASEAN countries (such as Thailand and Vietnam) and in Europe. This segment serves as a stable cash-generating “anchor” for the company.

    Industrial Battery and Power Supply Business:

    Provides backup batteries and power supply systems for social infrastructure. With the expansion of data centers, the renewal of aging infrastructure, and increasing demand for grid integration of renewable energy sources (such as solar and wind power), this segment has significant growth potential.

    Onboard Lithium-Ion Battery Business:

    This is the company’s high-growth business for the future. GS Yuasa has established a deep strategic partnership with Honda and formed a joint venture dedicated to the research, development, and production of high-capacity, high-output lithium-ion batteries for hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs), and battery electric vehicles (BEVs).

    Specialty Batteries and Other Businesses:

    Leveraging its irreplaceable proprietary technologies, the company supplies specialized batteries for advanced fields such as aviation, aerospace (including the International Space Station and artificial satellites), as well as national defense, including deep-sea, aviation, and defense applications.

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    17 m
  • Mitsui Kinzoku(5706): The 150-Year-Old Miner Inside Your Smartphone
    Feb 24 2026

    [Basic Information]

    • Company Name: Mitsui Kinzoku Company, Limited (formerly Mitsui Mining & Smelting Co., Ltd.)
    • Established: May 1, 1950
    • Headquarters: Gate City Ohsaki West Tower, 1-11-1 Osaki, Shinagawa-ku, Tokyo, Japan
    • Representative: Takeshi Nou, President and Representative Director
    • Capital: 42,289 million yen
    • Number of Employees: 12,097 (Consolidated), 2,473 (Non-consolidated)


    [Core Businesses] As a comprehensive materials manufacturer with a strong foundation in non-ferrous metals, the company primarily operates in the following segments:

    • Engineered Materials Business: Development and provision of high-value-added advanced materials, including ultra-thin copper foil for semiconductor package substrates, battery materials for hybrid vehicles, exhaust gas purification catalysts, functional powders for electronic materials, and ceramic products.
    • Metals Business: Smelting of non-ferrous metals such as zinc, lead, copper, gold, and silver, alongside an advanced resource recycling business (recovering valuable metals) that leverages its extensive smelting network. (Note: The automotive parts business, primarily automotive door locks handled by Mitsui Kinzoku ACT, was completely sold off in November 2025 as part of portfolio optimization.)


    [Corporate Purpose] "By combining an exploratory spirit and diverse technologies, we bring smiles to the Earth." Drawing on its long-cultivated "exploratory spirit" and "fusion of diverse technologies," the company aims to realize a sustainable society by developing materials with a low environmental impact and contributing to a circular economy.


    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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    21 m