$DONGFENG GROUP(00489.HK)$
$Nissan Motor(7201.JP)$
$Honda Motor(7267.JP)$
Most of the sales at this company are joint ventures between Honda and Nissan, so it's a Canaria-like brand from the Chinese business, but the stock price isn't even quite high

$Woori Financial(WF.US)$
$Mitsubishi UFJ Financial Group(8306.JP)$
For the most part, Japanese banks and Korean banks almost always move in the same direction, so it's puzzling that they often go backwards

$BYD COMPANY(01211.HK)$
It has been reported that the Chinese EV division other than BYD, Ideal Auto, and Tesla is in the red.
EVs are reported like Owakon, but there's no way they will be profitable rather than saying good or bad.
Whereas existing manufacturers sell millions of units, there is no way that most new EV manufacturers will be in surplus on a scale of tens of thousands to hundreds of thousands of units.
They only have 2 choices: sell at least 1 million units or perish, and there is no middle ground.
There is no option such as selling at a price where profits can be raised steadily.

$SoftBank Group(9984.JP)$
I think how far this company's PBR deviates from 1 is an indication of the sense of overheating in Japanese stocks

$USD/JPY(USDJPY.FX)$
The depreciation of the yen for the first time in 38 years since it broke through 160 yen and 20 yen, even if it was an instant, right?
I got back 1 yen in an instant, so it's definitely not an intervention now

$USD/JPY(USDJPY.FX)$
As a point that is not often pointed out, from the standpoint of the money quantity theory, it is a situation where there were many PBR1 split stocks, which is a situation where the speed of money circulation is extremely low. This was improved due to requests from the Tokyo Stock Exchange, etc., and inflation occurred because the V value of MV=PT changed due to the fact that money stored dead in these companies began to move, leading to a depreciation of the yen as a result.

$USD/JPY(USDJPY.FX)$
Basically, dealing with currency depreciation is painful for the public, so when it comes to whether it is possible to do that ahead of the election in Japan.
Originally, the trend was that electricity bills and gas stations went up due to the depreciation of the yen, their consumption decreased, and the trade balance improved, but subsidies have been issued
After that, reducing military spending through prostrate diplomacy will also lead to an improvement in the trade balance, but this is also a strong backlash
Other than that, what is worth passing through can you ultimately buy with it? So if that country's GDP rises in the future, additions will also rise, so for example, if immigrants are introduced and GDP is raised, the yen will be pressured to appreciate.
In short, what are all of these policies that are pretty difficult to do

$Contemporary Amperex Technology(300750.SZ)$
They are being sold at an overall decline due to the tense situation in the Middle East, but since EVs and renewable energy+ grid storage have aspects as alternative energy for petroleum, I feel that it would be rather positive for CATL if an oil crisis occurs. Since there are trains between China and Europe, it is also great that a route that avoids the Red Sea can be secured to some extent.

$CNY/JPY(CNYJPY.FX)$
I haven't touched it that much, but is the depreciation of the yen and the appreciation of the Chinese yuan since the birth of the Chinese yuan
When I corrected and looked it up, the Nikkei article came up for the first time in 31 years. Did something happen 31 years ago

$CHINA EAST AIR(00670.HK)$
Demand for departure has declined due to the depreciation of the Chinese yuan, and conversely, travelers from overseas to China have also declined due to worsening sentiment towards China. Also, car prices are falling, and in terms of expenditure, it is difficult to find a good place where car purchases and overseas travel are in a situation where it is difficult to find a good niche, even though there is almost no possibility of going bankrupt, and I feel that they are being sold too much