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巴菲特出手,伯克希尔增持日本三菱,股份比例超过10%
Hua Er Jie Jian Wen·2025-08-28 06:53

Group 1 - Berkshire Hathaway has increased its stake in Japanese trading companies, reflecting Warren Buffett's continued confidence in their long-term prospects [1][4] - Mitsubishi Corporation announced that Berkshire's voting rights stake rose from 9.74% in March to 10.23%, while Mitsui & Co. also confirmed an increase in shares [1][4] - Following the news, Mitsubishi's stock surged by 2.9%, the largest increase in three weeks, while Mitsui's shares rose by 1.8% [1][5] Group 2 - The increase in holdings signals a positive outlook for Japanese trading companies amid rising geopolitical uncertainties, making them attractive long-term investment targets for global investors [3][7] - Analysts noted that Berkshire's continued investment has brought renewed attention to Japanese trading companies, which are becoming more proactive in enhancing shareholder returns through stock buybacks [7] - Buffett's ongoing investments bolster the international standing of these companies and inject confidence into the Japanese stock market [7] Group 3 - Berkshire holds stakes in all five major Japanese trading companies, including Marubeni, Itochu, and Sumitomo, with investments initially disclosed in 2020 [6] - These trading companies have extensive business operations, covering sectors such as overseas oil and gas production, salmon farming, and convenience stores [6]