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8053

8053 — Ruslan Averin's Analysis · 1 entries

  1. Sumitomo Corporation (8053): 3.8% Dividend Yield, Copper Upside, and 1.2x Book — The Income and Value Case
    ·9 min

    Sumitomo Corporation (8053): 3.8% Dividend Yield, Copper Upside, and 1.2x Book — The Income and Value Case

    Sumitomo offers the highest dividend yield (3.8%) of Japan's Big Five at 1.2x book. The copper thesis, nickel aftermath, and why income investors are watching.