Itochu: Solid Non-Resource Performance Deserves An Upgrade
Source: SeekingAlpha
2025-11-07 05:07:54 ET
Relative Performance Improves As Consumer-Facing Businesses Set Records
ITOCHU Corporation (ITOCY) (ITOCF) stands out from the other four major Japanese trading companies because of its lower concentration in resource businesses - the commodity-based products like iron ore, coal, oil, and gas. By the company's definition, these made up only 14% of core profits in the first half of fiscal 2026 (April-September 2025). That has led to the highest profitability of the five trading companies as measured by return on equity. It also results in a valuation premium relative to peers based on price/earnings and price/book value....
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Itochu: Solid Non-Resource Performance Deserves An Upgrade
Itochu Corporation
NASDAQ: ITOCF
ITOCF Trading
-4.04% G/L:
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177,045 Volume:
$13.542 Open:
