
·10 min
Mitsui & Co. (8031): Record ¥1 Trillion Profit, LNG Backlog, and 9x Earnings — The Commodity Case for 2026
Mitsui cleared ¥1 trillion in net profit for the first time in FY2025 — trading at 9x earnings. The LNG and iron ore thesis, BOJ risks, and the 12-month.