On August 10, Japanese media reported that the weaker yen is bringing significant business benefits to Japanese multinational corporations, with many companies revising up their earnings forecasts in the latest earnings season. Despite recent intervention by the Japanese government, the market expects the yen to remain under pressure. As a result, companies with a high proportion of overseas business, including Toyota Motor, Honda Motor, Sony, and Ryohin Keikaku (the parent company of MUJI), have all revised up their earnings outlooks. According to a report from Okasan Securities, among the approximately 1,600 constituent companies of the TOPIX index, 159 companies have raised their full-year earnings forecasts since July 1, while only 12 have lowered them. The overall ratio of earnings forecast revisions reached 86%, the highest level since fiscal year 2016.
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Yen Depreciation Pays Off as Japanese Firms Raise Earnings Forecasts
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