JR Central: The Tokaido Shinkansen monopoly and the maglev moonshot
How Central Japan Railway built the world's most profitable high-speed-rail corridor and is self-funding a $120B+ maglev Shinkansen — a single-asset infrastructure bet.
Companies
How Central Japan Railway built the world's most profitable high-speed-rail corridor and is self-funding a $120B+ maglev Shinkansen — a single-asset infrastructure bet.
Why JR East carries ~17M passengers daily across ~7,400 km of track and also runs the Lumine, Atre and ecute station shopping platforms — Japan's most overlooked infrastructure investment.
Why Osaka Gas bought Texas-based Sabine Oil & Gas, co-owns Freeport LNG with JERA and Sempra, and diversifies into materials (Osaka Gas Chemicals) — making it Japan's most B2B-diversified utility.
How Tokyo Gas expanded into US shale via Castleton Commodities, the Brunei/Mozambique/Cove Point LNG portfolio, and the post-deregulation move to sell electricity across TEPCO's territory.
How Nagoya-headquartered Chubu Electric built JERA (the world's largest LNG buyer) with TEPCO while the Hamaoka Nuclear Plant remains idle.
Why KEPCO leads Japan on operational nuclear capacity post-Fukushima — and how the 2019 Fukui cash-gifts scandal forced governance reform at Japan's #2 power utility.
Why TEPCO's 2016 holdco restructure, the 30-40 year Fukushima decommissioning, the Kashiwazaki-Kariwa restart push and the NDF's majority stake make it Japan's most contested infrastructure case.
The third of Japan's big-three property companies — and the most balance-sheet-aggressive. How Sumitomo Realty's Shinjuku tower portfolio, City Tower condominium engine and renovation arm define a distinctive position in Tokyo's property oligopoly.
How a Sapporo-founded furniture and home-goods retailer built the SPA manufacturing-retailer model, recorded ~36 consecutive years of profit growth — Japan's stock-market record — and quietly expanded across Asia.
Inside Don Quijote — late-night, compressed-display, tax-free-tourist anchor — and how its DON DON DONKI Asia format became the rare Japanese retail concept that actually travels.
Inside the 2009-2018 Mori Seiki + Gildemeister merger — the unusual Japan-Germany corporate marriage that worked, and what its CNC dominance means for foreign aerospace, automotive and medical-device manufacturers.
From Mobage to Yokohama BayStars to Pococha live streaming to MaaS — how a 1999 auction site pivoted twice without a crisis, and is now pivoting again under returned founder-CEO Tomoko Namba.