Mitsui: Normalization Has Begun
2026-07-09 12:37:00 ET
In my last article on Mitsui, found here, I explained why, despite the outperformance relative to my first article, I maintain/maintained my overall neutral/rotation-specific view on the company and why I believe this was no sign that the company should be bought in hope of even better returns. Less than a few weeks after that article, my stance was vindicated, and we're now looking at an underperformance closer to 32% to market, in line with my overall expectation for the company....
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Mitsui: Normalization Has BegunNASDAQ: MITSY
MITSY Trading
1.59% G/L:
$648.61 Last:
3,208 Volume:
$666.85 Open:
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