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Posted by
Two Blokes Jun 7 -
Filed in
Stock
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3 views
Marubeni remains a compelling buy as Japanese equities gain favor amid U.S. market uncertainty, supported by Buffett's increased stake and attractive valuations. The company boasts strong cash generation, progressive dividends, and aggressive buybacks, all while trading at a discount to peers despite superior revenue growth. Risks from potential U.S. tariffs exist, but Marubeni's diversified business model, global supply chains, and proactive risk management provide resilience.
