Berkshire's stakes have increased to: 6.59% from 5.04% in Mitsubishi Corp (8058.T) 6.62% from 5.03% in Mitsui & Co Ltd (8031.T) 6.21% from 5.02% in Itochu Corp (8001.T) 6.75% from 5.06% in Marubeni Corp (8002.T) 6.57% from 5.04% in Sumitomo Corp (8053.T) Berkshire Hathaway has raised its stakes in each of Japan's five biggest trading houses by at least 1 percentage point to more than 6%, regulatory filings showed on Monday...
SUMITOMO MITSUI FINANCIAL GROUP INC股票讨论区
Forward P/Es for Berkshire Hathaway's Japanese holdings (using management-forecasted FY23 EPS numbers)
Warren Buffett has increased his stake in Japan's 5 largest trading houses
I can see why a large holding company like Berkshire would find them appealing:
- strong FCF growth
- low PE
- high div
- moat
$巴菲特持仓(BK2999.US)$$伯克希尔-A(BRK.A.US)$$伯克希尔-B(BRK.B.US)$$三菱电机(ADR)(MIELY.US)$$三菱房地产(ADR)(MITEY.US)$$三井住友金融(SMFG.US)$$ITOCHU CORP(ITOCF.US)$$SUMITOMO MITSUI FINANCIAL GROUP INC(SMFNF.US)$$日经指数日元主连(2406)(NIYmain.US)$
Buffett's Berkshire boosts stakes in Japan's five biggest trading houses
6.59% from 5.04% in Mitsubishi Corp (8058.T)
6.62% from 5.03% in Mitsui & Co Ltd (8031.T)
6.21% from 5.02% in Itochu Corp (8001.T)
6.75% from 5.06% in Marubeni Corp (8002.T)
6.57% from 5.04% in Sumitomo Corp (8053.T)
Berkshire Hathaway has raised its stakes in each of Japan's five biggest trading houses by at least 1 percentage point to more than 6%, regulatory filings showed on Monday...
暂无评论