Mitsui: Normalization Has Begun
Source: SeekingAlpha
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 Begun
Mitsui & Co. Ltd ADR
NASDAQ: MITSY
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