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“The depreciation of the yen is accelerating! What are the stocks that will grow further from here on out”

The depreciation of the yen continues, and it is finally at a level of about 38 yearsIt became.
Chart 1 below is a chart of dollars and yen since January 2023. There was also a period when the yen appreciated in part,Strong momentum for the appreciation of the dollar and depreciation of the yenRight.
Exchange of 1 dollar/yen on the chart (after the beginning of 2023)
Exchange of 1 dollar/yen on the chart (after the beginning of 2023)
I drew a blue support line (lower price support line) and a black resistance line (upper resistance line) parallel to it on the chart. As you know, the exchange rate broke through 150 yen, which was thought to be a milestone, and it also exceeded 160 yen at the end of April. The Bank of Japan intervened in order to put a stop to exchange rate fluctuations leading to a rapid depreciation of the yen at that point. Although it was once pushed back to an appreciation of the yen and depreciation of the dollar in response to that intervention,The trend towards depreciation of the yen is unstoppableIt was.
Next, please take a look at chart 2 of this year's exchange rate movements.
Chart 2 dollar/yen exchange (after the beginning of 2024)
Chart 2 dollar/yen exchange (after the beginning of 2024)
Since the beginning of this year, there have been some exchange rate waves, but alwaysThe depreciation of the yen continuesI'm here. like thisExchange rate movements are a tailwind for the export industryIt's getting.There is a high possibility that the performance of companies with unique strengths and a high overseas ratio will grow furtherThat's it. Why not pay attention to the following stocks?
$Towa(6315.JP)$                                                                It is a semiconductor equipment manufacturer that is attracting attention. A major manufacturing equipment company for post-semiconductor processes such as sealing and cutting processing. Competitiveness in precision mold manufacturing. We have production sites in China, etc.
$TDK(6762.JP)$                                                                                  A major electronic components company. The magnetic head for hard disk drives is a pillar. Secondary batteries, sensor application products, and passive components are also growing. The company announced on 6/17 that it has succeeded in developing materials for all-solid-state batteries with an energy density of about 100 times that of conventional products as a next-generation product of “CeraCharge,” which is an all-ceramic solid-state battery that can be charged and discharged, and it is attracting attention.
$Nintendo(7974.JP)$                                                               The largest game console manufacturer. Strong in software development capabilities. It also has a high market share overseas. Exchange rate fluctuations have a big impact. New theatrical animated films and game software are popular this year. I'm looking forward to the new game console.
A major long-established machine tool company. Special color for NC (numerical control) in-house production. Top class for machining centers (machine tools that perform multiple cutting processes). Combined processing machines too. The rating rating is high.
$Makino Milling Machine(6135.JP)$                                                        A major machine tool company. Machining centers and electric discharge processing machines are the main forces. We are also focusing on laser processing machines.
$Shin-Etsu Chemical(4063.JP)$                                                           Top in the world for PVC semiconductor wafers. A major silicone (silicon resin) company. Cellulose and rare earth magnets too.
(Source; Minkabu Onphonoid, Moomoo Securities)
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