Matteo Colombo Investment thesis Our current investment thesis is: Itochu represents more than just a bet on a Japanese revival (Which Buffett seemingly supports). The company is diversified by geography and industry, with this only increasing over time. Its portfolio of companies is highly attractive due to its positioning for the future, which we can attribute to Management. Buffett stated that Berkshire would be willing to invest alongside Itochu (and the other Sogo Shosha), at a time when they all are ...

ITOCHU Corporation (OTCPK:ITOCF) Q2 2024 Earnings Conference Call November 8, 2023 8:00 PM ET Company Participants Keita Ishii - President and Chief Operating Officer Conference Call Participants Keita Ishii Good morning, ladies and gentlemen. I am Ishii President of ITOCHU Corporation. I would like to give you an overview of the business results for the first half of the fiscal year ending 2024. Please refer to the business results summary, FYE 2024 first half document published on 6th of November. First, ...

ITOCHU Corporation (OTCPK:ITOCF) Q1 2024 Earnings Conference Call August 4, 2023 ET Company Participants Tsuyoshi Hachimura - EVP and CFO Tsuyoshi Hachimura Hello. I am Hachimura, CFO of ITOCHU Corporation. Thank you very much for joining us today. I'd like to now present the business results of the first quarter fiscal year ending 2024. I'll be using the PowerPoint material that you have in front of you. On Page 3, we are showing a summary of financial results. There are three major points. First is that ...

ITOCHU Corporation (OTCPK:ITOCF) FYE 2023 Earnings Conference Call May 11, 2023 ET Company Participants Keita Ishii - President and Chief Operating Officer Keita Ishii Hello, everyone. I am Keita Ishii, President, and COO of ITOCHU Corporation. Thank you very much for joining us today. Let me explain FYE 2023 Financial Results and FYE 2024 Management Plan. Please refer to the FYE ’23 business results materials, which were announced on May 9. Page two shows the summary of financial results for FYE ’23. Con ...

ITOCHU Corporation (OTCPK:ITOCF) Q2 2023 Earnings Conference Call November 7, 2022 8:00 PM ET Company Participants Keita Ishii - President & COO Conference Call Participants Keita Ishii Greetings, ladies and gentlemen. IÂ'm President Ishii. Thank you for gathering here today. I will now give you an overview of the financial results for the first half of FYE '23. Please refer to the disclosed presentation materials. First, here is a summary of the financial results for the first-half of FYE '23. Please refer ...

FYE 2023 1st Half Presentation Material November 4, 2022 Forward-Looking Statements Data and pro jections contained in these materials are based on the in formation available at the time o f publication , and various factors may cause the actual results to dif fer materially from those presented in such forward-looking statements. ITOCHU Corporation , there fore , wishes to caution that readers should not place undue reliance on forward-looking statements, and further, that ITOCHU Corporation has no obligat ...

ITOCHU Corporation (OTCPK:ITOCF) Q1 2023 Earnings Conference Call August 5, 2022 8:00 AM ET Company Participants Tsuyoshi Hachimura - Chief Financial Officer Tsuyoshi Hachimura I am Tsuyoshi Hachimura, CFO of ITOCHU Corporation. Thank you very much for joining us. I'd like to now present the business results for the Q1 of FYE 2023. We have already made the material available from our website. So I'll be using the PowerPoint presentation material, starting with Page 3. This is a summary. Net profit attributa ...

ITOCHU Corporation (OTCPK:ITOCF) Q4 2022 Earnings Conference Call May 11, 2022 9:00 PM ET Â Corporate Participants Keita Ishii - Chief Operating Officer Tsuyoshi Hachimura - Chief Financial Officer Conference Call Participants Keita Ishii Good morning, everyone. IÂ'm Ishii COO of Itochu Corporation. Thank you very much for joining us today. Now, we would like to explain FYE 2022 business results summary and FYE 2023 management plan. Please refer to the PowerPoint presentation on the screen. First, Page two, ...

FYE 2022 3rd Quarter Business Results Summary February 3, 2022 Forward-Looking Statements Data and projections contained in these materials are based on the information available at the time of publication, and various factors may cause the actual results to differ materially from those presented in such forward-looking statements. ITOCHU Corporation, therefore, wishes to caution that readers should not place undue reliance on forward-looking statements, and further, that ITOCHU Corporation has no obligatio ...

ITOCHU Corporation (OTCPK:ITOCF) Q3 2022 Earnings Conference Call February 3, 2022 1:10 AM ET Company Participants Tsuyoshi Hachimura - CFO Conference Call Participants Tsuyoshi Hachimura This is Tsuyoshi Hachimuram CFO of ITOCHU Corporation. Thank you very much for joining us. I would like to be brief, as much as possible. There are four points that I like to communicate to you. First is the business results up to Q3. Second, this time we have made upward revisions. I'd like to talk about that. The third i ...