MARUF News and Press, Marubeni Corp. From 05/08/23

2023-05-08 01:26:28 ET Summary Still my favorite Japan play, Panasonic Holdings Corp. is making a big transition into a lithium battery giant. Panasonic Holdings Corp. has an ultra-low price-to-sales ratio, which is below book value as well. While Buffett is strictly in Japane...

2023-04-21 10:51:30 ET Summary Warren Buffett grabbed 5% stakes, worth a total of $6 billion, in Japan's five largest trading companies known as sogo shosha in 2020. The sogo shosha has diverse business interests ranging from energy and metals to food and textiles and has a rich h...

Summary Marubeni has many advantaged businesses, but they are still largely commodity exposures. Its comprehensive PE looks slightly low in relation to its business exposures, dragged down by coal exposures in terms of multiple. The rest of their exposures, like utilities and consum...

Summary WESCO International continues to post strong sales, profit, and cash flow numbers for the most part. This proves the company is in good health and the future for the enterprise is likely to be positive as well. The stock may be pricey compared to some similar firms, but they...

Summary Marubeni is a rare business that has significant exposure to the outperforming commodities of 2022. We are predicting the company to imminently report stellar half-year earnings, and raise its full year outlook significantly. Already at attractive valuations, we believ...

Summary Boise Cascade Company is trading at remarkably low levels, even if financial performance matches what the business achieved in 2021. Some pessimism is warranted because of current industry conditions and a recent decline in profitability and sales. But it's difficult t...

WESCO International has done really well in recent months, with strong fundamental performance pushing sales and profits higher. The company is particularly cheap on an absolute basis if we assume that 2022 forecasts turn out to be accurate. Though not the best prospect around, th...

Mitsui's rapid growth over the last couple of years has slowed due to a weaker iron ore market. Other commodities like coal, oil, and gas are still strong. The company did not increase its profit or dividend forecasts for FY 2023. Mitsui is still cheap on an absolute basis and com...

The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors. The U.S. stock and bond markets appear to be conveying different assessments of the outlook, leaving investors to decide which view will prevail. Focusing on how...

The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors. The U.S. stock and bond markets appear to be conveying different assessments of the outlook, leaving investors to decide which view will prevail. The situation c...