The Yen is the one that killed the Outlander... It can also kill the ASX if it goes higher... Basically since they are Japan CBU's exported here they have to pay them in Yen if the Yen becomes too strong then MMPC has no choice but to raise prices and that's no good to its market share cause the pricing will be too high and no one will buy it with cheaper options available...

As it stands the ASX isn't exactly cheap already given what you get for it...