According to the preliminary trade statistics for September 2026 released by the Ministry of Finance, exports rose 16.7% year on year, while export volume increased only 1.9%. Imports rose 18.9% by value, while volume fell 1.6% and prices rose 20.8%.
According to the preliminary figures released by the Ministry of Finance this morning, the September 2026 trade statistics showed export value up 16.7%, export volume up 1.9%, and export prices up 14.5%. Imports rose 18.9% by value, while volume fell 1.6% and prices rose 20.8%.
The growth in value and volume differs, so it is necessary to determine whether demand increased, prices or yen-denominated values moved, or procurement costs changed. When analyzing company-specific effects, the article recommends reviewing background materials such as foreign-exchange risk and the composition of overseas transactions.
For individual stock analysis, it explains that the impact of foreign exchange differs depending on whether a company sells overseas or sources from overseas, and introduces a method of checking each company's sales composition and foreign-exchange risk in primary-source materials. It also introduces Udemy courses and related books as learning resources for organizing the risks of an overall portfolio.