Stocks assuming ¥130 to the dollar in a stronger-yen environment, along with companies that have disclosed assumptions ranging from ¥130 to ¥145, were highlighted. Specific figures and plans for Panasonic Holdings and Socionext were presented.
Panasonic Holdings has been cited as one of the stocks considered to have performed well since spring 2026, and its plan for the fiscal year ending March 2027 assumes ¥145 to the dollar. Its initial assumption was ¥140, but this was raised by ¥5 in the first-quarter earnings announcement, setting a conservative exchange-rate assumption.
Meanwhile, Socionext, which assumes ¥130 to the dollar, is expected to be driven by growth in new mass-produced products for automobiles and data centers, and is accelerating the development of advanced products, including 1.4-nanometer semiconductors. For fiscal 2027, it forecasts revenue of ¥215 billion and operating profit of ¥14 billion, using ¥130 as its medium- to long-term benchmark exchange rate.
Against this backdrop, exchange-rate assumptions are being treated as an important element of corporate plans, supported by the tailwind from data-center expansion and growing demand for high-performance semiconductors. Attention is also focusing on NEXT's developments and other companies' exchange-rate assumptions.