研究部国际所谓的研究 今天我们非常有幸邀请到了日本的商社公司三极物产做精彩的演讲我们都知道2020年以来巴菲特多次买入日本五大商社的股票引发了市场的关注就在几天前巴菲特的最新的智股东信当中也提及对日本的五大商社依然有非常浓厚的兴趣并且考虑进一步增持五大商社的股票 三井物产是日本最大的综合商社之一也是巴菲特所买的对象业务涵盖能源、金属、机械、化工、食品等多个领域并且三井物产目前还通过稳健的财务管理和股东回报的政策等等呈现出非常强大的盈利能力和抗风险能力今天我们非常有幸邀请到了三井物产的RIR部门负责人小西先生给我们做精彩的演讲与介绍 接下来有请小西先生开始演讲感谢您的介绍大家早上好我是三井物产这边的IR的负责人非常感谢大家参加我们的活动我叫小西今天也请大家多关照 首先由我来介绍一下我们公司的情况之后也欢迎大家提问今天我们的资料是我们的综合汇报首先我会用综合报告书的前几页来进行一个介绍 那这样呢也希望新的投资家能够理解我们公司的业务那首先呢第一页的内容就是这样的一些图表20年前开始我们 每10年就会有一个总结同时也可以看出我们公司的发展首先最左边这是20年前20年3月才年的一个总结中间就是10年前的一个统计最右边 ...

Creating Sustainable Futures FY March 2025 Q1-3 (April-December 2024) Financial Results MITSUI & CO. February 4, 2025 Mitsui & Co., Ltd. (Securities Code: 8031) ains statements (including figures) regarding Mitsul & Co., Ltd. "Mitsul" 's corporare strari and views of future developments that are forward-looking in nature and are not simply reiterations istorical facts. You should be aware that a number of known or unknown risks, uncertainties and other factors could lead to outcomes that differ materially f ...

Mitsui & Co. Ltd. (OTCPK:MITSY) Q3 2025 Earnings Conference Call February 4, 2025 3:00 AM ET Company Participants Tetsuya Shigeta - Senior Executive Managing Officer, CFO & Representative Director Masao Kurihara - General Manager of Global Controller Division Hideaki Konishi - IR Kenichi Hori - Representative Director, President & CEO Conference Call Participants Operator We would like to start the briefing on the financial results for the Third Quarter of March 2025 of Mitsui & Co. Thank you for joining us ...

For those looking to find strong Industrial Products stocks, it is prudent to search for companies in the group that are outperforming their peers. Mitsui & Co. (MITSY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Industrial Products sector should help us answer this question. Mitsui & Co. is a member of our Industrial Products ...

Core Viewpoint - Mitsui & Co. has received a Zacks Rank 1 (Strong Buy) upgrade, indicating a positive earnings outlook that could favorably impact its stock price [1][3]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for Mitsui & Co. has increased by 4% over the past three months, with expected earnings of $40.77 per share for the fiscal year ending March 2025, reflecting a year-over-year change of -16.5% [8]. - Rising earnings estimates suggest an improvement in Mitsui & Co.'s underlying business, which is likely to drive the stock price higher as investors recognize this trend [5]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade to Zacks Rank 1 places Mitsui & Co. in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [10].

Group 1 - Mitsui & Co. (MITSY) is a notable stock in the Industrial Products sector, currently outperforming the sector with a year-to-date return of approximately 11.8% compared to the sector average of about 8% [4] - The Zacks Rank for Mitsui & Co. is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Mitsui & Co. belongs to the Metal Products - Distribution industry, which has seen an average loss of 8.3% this year, further highlighting MITSY's strong performance relative to its industry [6] Group 2 - The Industrial Products sector consists of 218 individual stocks, with Mitsui & Co. contributing to the sector's overall performance [2] - Another stock in the Industrial Products sector, Belden (BDC), has also outperformed the sector with a year-to-date return of 38.6% and a Zacks Rank of 2 (Buy) [5] - The Wire and Cable Products industry, to which Belden belongs, is currently ranked 238 and has experienced a decline of 13.6% this year, contrasting with the performance of Mitsui & Co. [6]

Group 1 - Mitsui & Co. (MITSY) shares have declined by 18% over the past week, but a hammer chart pattern suggests potential support and a possible trend reversal [1] - The hammer pattern indicates a nearing bottom with likely subsiding selling pressure, which is a technical bullish signal [2] - Strong agreement among Wall Street analysts in raising earnings estimates enhances the bullish case for MITSY, with a 5.7% increase in the consensus EPS estimate over the last 30 days [3] Group 2 - MITSY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, indicating strong potential for outperformance [3] - The upward trend in earnings estimate revisions is correlated with near-term stock price movements, supporting the case for a turnaround [3] - The Zacks Rank serves as a timing indicator, helping investors identify when a company's prospects are beginning to improve [3]

Mitsui & Co. Ltd. (OTCPK:MITSY) Q1 2025 Results Conference Call August 1, 2024 4:00 AM ET Company Participants Tetsuya Shigeta - CFO Masao Kurihara - General Manager of the Global Controller Division Tetsuya Shigeta Good afternoon. I'm Tetsuya Shigeta, CFO. Thank you for joining us today. I will begin by giving a summary of the FY March 2025 Q1 operating results. I will then hand over to Masao Kurihara, General Manager of the Global Controller Division, who will speak on the details of our operating results ...

Core Viewpoint - Mitsui & Co. reported Q1 earnings for Fiscal 2025, showing progress but lagging behind its annual profit and cash flow targets, primarily due to one-time gains from asset sales [3][5][10] Financial Performance - Mitsui's FY 2025 plan targets ¥900 billion net income and ¥1 trillion core operating cash flow, with Q1 results showing 31% progress towards profit and 22% towards cash flow [3][4] - Q1 core operating cash flow was ¥215.8 billion against a plan of ¥1 trillion, indicating a 22% achievement [4][8] - The company achieved 31% of its profit target in Q1, largely due to gains from the sale of two businesses in the Machinery & Infrastructure segment [3][5] Segment Contributions - Energy segment is expected to contribute significantly in H2 FY 2025, with LNG prices trending upward [4][6] - The Machinery & Infrastructure segment's profit was boosted by asset sales, but cash taxes on these gains negatively impacted operating cash flow [6][10] - The Mineral and Metal Resources segment is on track, with stable iron ore prices, although forecasts predict declines in the coming years [6][10] Valuation and Capital Management - Mitsui shares closed at ¥3399, with a P/E ratio of 11.2 times FY 2025 plan earnings, indicating a competitive valuation [8] - The company plans to pay out ¥298 billion in dividends for FY 2025, with a payout ratio of 33% and ongoing buybacks of ¥200 billion [8][9] - Net debt increased by ¥100 billion in Q1, while equity rose by ¥400 billion, resulting in a net debt/equity ratio of 0.44 [9] Future Outlook - The company faces headwinds in the first quarter but has potential growth avenues in LNG and cleaner businesses [10] - Iron ore prices remain a significant risk, particularly with China's reduced construction activity impacting demand [10]

Core Viewpoint - Value investing remains a preferred strategy for identifying strong stocks across various market conditions, focusing on companies perceived as undervalued based on fundamental analysis [1] Company Overview: Mitsui & Co. (MITSY) - MITSY currently holds a Zacks Rank of 2 (Buy) and an A for Value, indicating strong potential for value investors [2] - The company has a Price-to-Cash Flow (P/CF) ratio of 7.50, significantly lower than the industry average of 27.58, suggesting it may be undervalued [3] - MITSY's P/CF has fluctuated between a high of 8.54 and a low of 5.37 over the past year, with a median of 6.35 [3] - The Price-to-Book (P/B) ratio for MITSY is 1.31, which is competitive compared to the industry average of 1.42, indicating solid valuation metrics [6] - Over the past 52 weeks, MITSY's P/B has ranged from a high of 1.49 to a low of 1.03, with a median of 1.18 [6] - These valuation metrics contribute to MITSY's strong Value grade, reinforcing the notion that the stock is likely undervalued at present [7]