Against a backdrop of continued yen appreciation, attention has focused on the impact of Kioxia's earnings being based on an assumed exchange rate of ¥162. The issue identified as a market blind spot is coming into sharper focus.
As yen appreciation accelerates, its impact on corporate earnings is being debated. This article focuses in particular on the assumed exchange rate underlying the earnings forecasts, highlighting ¥162 as a potential turning point for the earnings outlook.
In connection with Kioxia's earnings, it has been pointed out that calculations based on an assumed exchange rate of ¥162 are being used. As a result, the risk that actual revenue and profit will fall short has become a key issue.