Marubeni: Some Toughening Comps Into Q2 (Rating Downgrade)

Group 1 - Marubeni Corporation is involved in several commodity-related businesses and has maintained stability in its earnings, particularly in the minerals sector [1] - The Value Lab, led by Marubeni Corporation, focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% [1] - The Value Lab provides members with real-time updates, market news reports, feedback on stock ideas, and regular trade updates [1] Group 2 - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to generate non-correlated and outsized returns [2] - The society operates as long-only investors, focusing on developed market opportunities that are downside limited [2]