ASX Exporters Feel Pinch from Australian Dollar's Jump

The Australian dollar's recent jump to around US$0.71 has put export-exposed industrials and manufacturers under the spotlight.

Currency moves can quickly change which stocks feel pressure and which enjoy a tailwind, so it pays to know who sits where.

Three ASX exporters that appear most exposed to the latest FX and macro shifts are Orora (ASX:ORA), Clover Corporation (ASX:CLV), and Austal (ASX:ASB).

Orora is a packaging group supplying cans and glass bottles for beverages, wine, and spirits across Australasia, Europe, and other international markets.

The company's business is split between Orora Cans at A$880 million of revenue and Global Glass at about A$1.35b, giving investors exposure to both aluminium and glass packaging demand.

Currency moves matter more for companies with large non-Australian dollar revenue.