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    Inagaki

    Research Analyst at Indiscernible

    Yu Inagaki is an Analyst at Indiscernible, specializing in the coverage of emerging technology and fintech companies with a focus on disruptive growth sectors. He is recognized for his analytical rigor, tracking companies such as Snowflake, Palantir Technologies, and Stripe, and has sustained a buy/sell recommendation accuracy rate above industry averages, with documented outperformance in stock selection benchmarks. Inagaki began his career as a junior equity analyst at Sumitomo Mitsui Trust Asset Management in 2016, later moving to Daiwa Securities, before joining Indiscernible in 2022. He holds a FINRA Series 7 and Series 63 license, has passed the CFA Level II exam, and is noted for his data-driven, actionable research that has drawn recognition among institutional clients.

    Inagaki's questions to TOYOTA MOTOR CORP/ (TM) leadership

    Inagaki's questions to TOYOTA MOTOR CORP/ (TM) leadership • Q2 2024

    Question

    Asked about the foreign exchange rate forecast, specifically if the JPY 141/dollar assumption would be revised upward due to the yen's ongoing depreciation, and inquired about the company's view on the negative impacts of a weak yen and what an optimal exchange rate level would be.

    Answer

    The company's forecast is based on past results, assuming JPY 140/dollar for the next six months. The executive stated that Toyota prefers stable exchange rates over a weak or strong yen. While a weak yen can boost export income from their strong Japanese production base, it has mixed effects across the entire supply chain. Stability is the most important factor as production sites cannot be shifted easily.

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