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8002

8002 — Ruslan Averin's Analysis · 1 entries

  1. Marubeni (8002): The Cheapest Sogo Shosha at Sub-9x Earnings — Maximum Value or Maximum Risk in 2026?
    ·9 min

    Marubeni (8002): The Cheapest Sogo Shosha at Sub-9x Earnings — Maximum Value or Maximum Risk in 2026?

    Marubeni (8002) at sub-9x earnings: cheapest of Japan's Big Five with a 3.5% yield. The grain tariff risk is real — but the power infrastructure upside is.