Marubeni: Offsetting Commodity Effects And Secular Support Means Discounts Unwarranted
Source: SeekingAlpha
2025-02-18 10:59:10 ET
Summary
- Copper increases continue to support Marubeni. Weakness in China means a poor outlook for coking coal, but also further beneficial run-cuts at Chinese copper smelters.
- A colder winter could be good for Marubeni's power business.
- With other Japanese trading houses also sporting commodity-based businesses, many less secularly supported than Marubeni's, Marubeni's discount seems unwarranted.
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Marubeni: Offsetting Commodity Effects And Secular Support Means Discounts Unwarranted
Marubeni Corporation
NASDAQ: MARUF
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