Sojitz (2768): The “Undervalued” Trading House with a 4.5% Yield Target
Sojitz (2768) offers 4.7% dividend yield with progressive payouts. Undervalued trading house executing resource diversification strategy for long-term income
Trading Houses
Sōgō Shōsha (商社) — Mitsubishi 8058, Mitsui 8031, Sumitomo 8053, Itochu 8001, Marubeni 8002, Sojitz 2768, Toyota Tsusho 8015 等
Toyota Tsusho (8015): Riding the “Toyota EV Wave” with Dividend Growth
Discover why Toyota Tsusho (8015) is a compelling buy-on-dips opportunity with 3.6% dividend yield and strong EV exposure growth potential
Itochu (8001): Why Buffett Loves this “Non-Resource” King (And You Should Too)
Discover why Buffett backs Itochu (8001), Japan’s diversified trading house with 9 consecutive dividend hikes and compelling 4% yield potential at ¥5,000
Marubeni (8002): Why This “Food & Power” Giant is a Top Defensive Play
Marubeni (8002) offers 3.5% dividend yield with defensive appeal. Explore why this food & power giant is a conditional buy after recent pullback.
Sumitomo Corp (8053): The “Media & Real Estate” Powerhouse with High Yield
Sumitomo Corp (8053) offers 3.9% yield with progressive dividends and hidden assets. Explore why this media & real estate powerhouse is a buy-on-dip candidate
Mitsui & Co. (8031): Japan’s “Energy King” and Why It Prints Cash for Investors
Mitsui & Co. (8031) offers 3.9% dividend yield and six-year growth streak. Explore why this energy giant prints cash and when to buy below JPY 2,700.
Mitsubishi Corp (8058): Analysis of Japan’s Largest Trading House & Dividend Leader
Mitsubishi Corporation (8058) is Japan’s largest sōgō shōsha and Buffett’s largest Japan position. We analyze its 3.8%+ yield, 11-year progressive dividend, and PBR re-rating thesis.
Why Buffett Bought Japan: Own “Mitsubishi (8058)” Instead of the Post-Buffett Berkshire?
Discover why Buffett invested billions in Mitsubishi (8058) and Japan’s trading houses. Compare shōsha valuations, dividends, and ROE against post-Buffett