Japanese trading houses Loading... : Investor Sentiment and Bull/Bear Views
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17:11
Sep 02
Sep 02
Long-term hold in Japanese trading houses
Berkshire originally announced just over 5% stakes in Japan's five main trading houses six years ago as a long-term holding and has since built relationships, received approval to exceed 10% in each, and intends to hold the positions for many decades while the trading houses buy back stock, raise dividends, and pursue incremental opportunities with Berkshire.
HIGH
11:16
Sep 02
Sep 02
Japanese trading houses increasing shareholder returns.
Greg Abel says the Japanese trading houses are showing nice increases in underlying returns to shareholders and are delivering capital back to shareholders, supporting Berkshire's positive view on those investments.
MED
22:38
Jan 01
Jan 01
Japanese trading houses excel at capital allocation.
Japan's five major trading houses are attractive long-term investments because their boards and management have a clear capital-allocation philosophy: invest to strengthen long-term competitiveness, attract talent and technology, focus on returns above cost of capital, and return excess cash via dividends and buybacks. Warren Buffett recognized this and owns about 10%.
HIGH
About Japanese trading houses Investor Commentary
Across the available history and selected sources, Buzzberg tracks Japanese trading houses across 2 sources: 3 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Greg Abel, Lee Nam-woo.