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8031

8031 — Ruslan Averin's Analysis · 1 entries

  1. Mitsui & Co. (8031): Record ¥1 Trillion Profit, LNG Backlog, and 9x Earnings — The Commodity Case for 2026
    ·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.