Primer: Marubeni Corp (8002 JP) - Apr 2026
Marubeni is strategically shifting its portfolio towards non-resource and green-focused businesses to reduce earnings volatility from commodity...
165 Views
[Japan M&A] Who Owns Who: The Growing Concentration of Power in Japanese Consumer Markets
Consumer distribution has shifted post-2020, with market concentration driven by M&A and MBOs. We identify the leaders of this consolidation,...
575 Views
Risks Ahead for Japanese Trading Companies. Marubeni, Mitsui, Sumitomo, Mitsubishi
The investment thesis is starting to work as the reasoning behind the trade is playing out as the Japanese Yen strengthens.
952 Views
Sojitz (2768.T) — Japan’s Rare Earth Play
Lynas extended its agreement with Sojitz until 2038, agreeing to supply 75% of its heavy rare earths to Sojitz with a $110/kg NdPr price floor....
438 Views
7&I (3382 JP) - An ITO Family MBO? With Itochu? At ¥9trln? Maybe. Information Is Scarce
An MBO for Seven & i by the ITO family? Maybe. And the number was big (¥3450/sh), unless it was small (¥2,300/sh), and we don't know which. But it...
1.2k Views