Let me talk about currency first. If you are from Europe, it’s tempting to buy American stocks just because the dollar could gain 10 % not sure it’s going to happen at all but it’s possible based on last year’s decline. If you’re from the US - or Europe still - it’s even more tempting to buy Japanese stocks because the yen could gain even more as it’s declined more than the dollar.
Nintendo stock comes to mind. It’s lost about 25 % of its market cap in 40 days. Basically most of its 2025 gains wiped out just before end of year.
The stock is still up almost 100 % since 2023 lows though - just two years ago.
So, what do you think? Good value stock or not?