Japan Stock Podcast

Casio(6952) Pivot To Luxury And Emotional Robots


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Casio Computer Co., Ltd. is a well-known Japanese electronics manufacturer with business operations spanning watches, electronic musical instruments, educational devices, and system solutions. Among these, its high-end watches represented by G-SHOCK enjoy exceptionally strong global brand power and serve as the company’s primary source of profits. The company is positioned as a mature and stable enterprise, placing emphasis on cash flow, brand assets, and long-term shareholder returns.

According to its latest financial results, Casio is currently in a recovery phase following structural reforms. In the fiscal year ending March 2026, supported by a rebound in the watch business, both revenue and profits have shown a clear recovery, with profitability demonstrating a V-shaped rebound. The financial structure is extremely solid, with ample equity capital and an almost net-cash position, providing strong downside protection. Growth is mainly driven by the premiumization of G-SHOCK and expansion in emerging markets, while the development of a second earnings pillar remains a work in progress.


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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Japan Stock PodcastBy brisklore.com/en