Mitsui & Co (8031): Warren Buffett’s Pick Among Japan’s Big Five Trading Houses скачать в хорошем качестве

Mitsui & Co (8031): Warren Buffett’s Pick Among Japan’s Big Five Trading Houses

Warren Buffett fell in love with Japan’s five big trading houses – and Mitsui & Co (8031) is one of them. In this video, we break down Mitsui’s uniquely Japanese, multi-sector trading business model and what its latest results tell us. For the first half of the fiscal year ending March 2026, Mitsui delivered strong consolidated earnings, with profit attributable to owners of the parent reaching ¥423.7 billion. On the back of this solid progress, management raised its full-year profit outlook and upgraded its forecast for core operating cash flow. The company reports that its medium-term management plan is on track, supported by carefully selected growth investments such as the Rhodes Ridge iron ore project and Ruwais LNG. At the same time, Mitsui announced a new ¥200 billion share buyback and cancellation, signalling a clear commitment to stronger shareholder returns. By segment, weaker resource prices were partly offset by higher earnings in LNG and other energy-related businesses, helping support overall performance. Going forward, Mitsui aims to combine disciplined risk management with steady growth in base earnings and a continued focus on increasing per-share value. If you want to understand why Buffett is so interested in Japan’s sōgō shōsha and how Mitsui’s diversified, deal-driven model works in practice, this video is for you.