에 대한 최신 뉴스 Marubeni (OTC:MARUF) 주식

Marubeni Corp is a general trading company. It focuses on both trading and business investments in grain fields, natural resource and energy fields, and power generation fields. Investing in farms, power plants, mines, transportation systems, and other distributors allows the company to sell resources to the world market. Marubeni has entered these various markets through multiple avenues. It may either acquire an existing business or develop an entire project internally. The two regions generating the most sales are Japan and the United States. Approximately half of sales derive from Japan, with another third coming from the United States.

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AAPL

BBJP

WisdomTree Trust Japan Total Dividend Fund

ITOCF

MARUF

MARUY

MITSY

MUFG

SMFG

Sony Group Corporation American Depositary Shares

SONY

워런 버핏이 일본 기업들에 또 다른 승인 도장을 찍어주자 시장이 반응하고 있다. 일본의 5대 대형 무역회사들의 주가가 오마하의 오라클이 버크셔 해서웨이(NYSE:BRK.A)(NYSE:BRK.B)가 더 큰 지분 투자를 고려하고 있다고 신호를 보낸 후 월요일 최대 9% 상승했다.

버핏의 일본 투자: 투자자가 이 주식과 ETF들에 주목해야 하는 이유

Marubeni Corp

<a href="https://www.benzinga.com/topic/warren-buffett">Warren Buffett </a>gave Japan Inc. another stamp of approval and the market is eating it up. Shares of <a href="https://www.benzinga.com/topic/japan">Japan's</a> five largest trading houses surged up to 9% after the Oracle of Omaha signaled Berkshire Hathaway Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) is eyeing bigger stakes.
Mitsubishi UFJ Financial Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>) led the pack, climbing nearly 9%, while Mitsui &amp; Co (OTCPK:MITSY), Marubeni Corp (OTCPK:MARUF) (OTCPK:MARUY), Sumitomo Mitsui Financial Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMFG#NYSE">SMFG</a>) and Itochu Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITOCF#NYSE">ITOCF</a>) all jumped between 4% and 7.5%, <a href="https://www.ft.com/content/431a648e-851e-49f7-a37b-e862f4c19474">reported</a> the Financial Times.
<h2 class="wp-block-heading">Buffett&#8217;s Billion-Dollar Bet Gets Bigger</h2>
Buffett's love affair with Japan is nothing new. Back in 2020, Berkshire quietly snapped up 5% stakes in each of these trading giants, shelling out $6 billion. Fast forward to today and those holdings are worth $23.5 billion.
Related: <a href="https://www.benzinga.com/25/02/43906366/warren-buffetts-berkshire-boosts-bets-on-five-japanese-companies-admiration-has-consistently-grown-says-oracle-of-omaha-in-letter-to-shareholders">Warren Buffett&#8217;s Berkshire Boosts Bets On 5 Japanese Companies: Oracle Of Omaha Says Admiration &#8216;Has Consistently Grown&#8217;</a>
Now, with the 10% ownership cap lifted, Buffett's annual letter made it clear: "You will likely see Berkshire's ownership of all five increase somewhat." 
Translation? Buffett's doubling down.
<h2 class="wp-block-heading">Why Trading Houses? Think Private Equity, Buffett Style</h2>
Why does he love these stocks? 
Think of them as Japan's private equity powerhouses with portfolios spanning convenience stores, salmon farms, infrastructure and tech startups.
Jefferies analyst Thanh Ha Pham calls them &#8220;the private equity of Japan&#8221; but with a Buffett-approved long-term horizon.
<h2 class="wp-block-heading">ETFs, Stocks Riding The Buffett Wave</h2>
For ETF investors, Buffett's Japan bet shines a light on three key funds. 
The iShares MSCI Japan ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>) is up 2.64% year-to-date, while JPMorgan's BetaBuilders Japan ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBJP#NYSE">BBJP</a>) has climbed 2.37%. But the real standout? 
The WisdomTree Japan Hedged Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXJ#NYSE">DXJ</a>), which boasts a 3.98% gain over the past year.
The Buffett effect is real and it's not just the trading houses riding the wave.
Sony (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) has soared 44% in the past year, while Sumitomo Mitsui Financial Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMFG#NYSE">SMFG</a>) is up nearly 40%. Even Mitsubishi UFJ Financial Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>) has posted a stellar 24.6% annual gain.
With Japan's corporate reforms, rising dividends and Buffett's backing, this might just be the start of a long-term bull run.
For investors, ignoring Japan now could be like skipping Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in 2003 &#8211; a mistake Buffett himself vowed never to repeat.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/02/43893016/rising-inflation-in-japan-3-etfs-to-watch-as-boj-navigates-rate-hike-expectations">Rising Inflation In Japan: 3 ETFs To Watch As BOJ Navigates Rate Hike Expectations</a></li>
</ul>
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Buffett's Japan Play: Why Investors Shouldn't Sleep On These Stocks, ETFs

One of the most well-known investors of all time is seeing his recent investment activity called out by a more recent well-known investor.
Are the comments praise or an attempt to take on his legacy?
What Happened: Legendary investor and Berkshire Hathaway Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk-a#NYSE">BRK-A</a>)(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk-b#NYSE">BRK-B</a>) CEO <a href="https://www.benzinga.com/topic/warren-buffett">Warren Buffett</a> has been increasing his bets on Japanese stocks and enjoying strong returns&nbsp;<a href="https://www.benzinga.com/markets/asia/23/06/32865614/warren-buffetts-bets-on-this-country-tripled-to-17-billion-hint-its-not-the-us">in recent months.</a>
The investment strategy saw&nbsp;his ownership stakes in the Japanese companies increase and came&nbsp;at a time when major Japanese stock market indexes <a href="https://www.benzinga.com/markets/asia/23/05/32403975/japanese-stocks-rallied-five-weeks-in-a-row-after-warren-buffetts-bet-outperforming-a-nearly-flat-s">outperformed the key American stock index metrics.</a>
Investor <a href="https://www.benzinga.com/topic/chamath-palihapitiya">Chamath Palihapitiya</a>, who was once labeled as the &quot;next Buffett&quot; by the media, took to Twitter to share his thoughts on Buffett&rsquo;s strategy.
&ldquo;I was really curious about Buffett&rsquo;s ownership of the Japanese trading companies and wanted to understand why he did it? As it turns out, the trade is really brilliant,&rdquo; Palihapitiya <a href="https://twitter.com/chamath/status/1671806525029986304">tweeted</a>. &ldquo;He found a group of companies that had very low volatility, grew earnings predictably, had a good dividend and, in most cases, were buying back their stock.&rdquo;
Palihapitiya said the next step by Buffett is one that is &ldquo;awesome.&rdquo;
&ldquo;As far as I can tell, he issues Japanese debt at very low rates, uses the proceeds to buy the stocks and then uses the dividends he then gets from owning these stocks (which are greater than the interest rates he&rsquo;s paying to borrow in the first place) to pay the coupon!&rdquo;
The investor said this could be a &ldquo;near-risk less bet&rdquo; by borrowing trillions of Japanese Yen for free and using the proceeds to buy stakes in companies that are &ldquo;growing earnings in the mid-teens.&rdquo;
&ldquo;And over a 10-20 year holding period, he becomes insensitive to currency vol and so really can&rsquo;t lose money. He locks in the earnings gains over this period along with whatever spread he keeps between his dividends and his coupons.&rdquo;
The risk for Buffett is the concern that the Japanese economy could totally blow up, which Palihapitiya said is &ldquo;pretty unlikely&rdquo; as the companies in question are also exposed to the rest of the world.
&ldquo;It&rsquo;s inspiring to see folks act this intelligently at scale. That&rsquo;s why he&rsquo;s the (GOAT).&rdquo;
Related Link: <a href="https://www.benzinga.com/news/23/06/32915688/chamath-palihapitiya-sounds-the-alarm-corporate-america-running-into-massive-debt-wall">Chamath Palihapitiya Sounds The Alarm-Corporate America Running Into Massive Debt Wall</a>
Why It&rsquo;s Important: The post by Palihapitiya drew plenty of responses from the public and his 1.6 million followers on Twitter.
One user questioned the potential criticism of Buffett as he once compared himself to the famed investor. Palihapitiya said he never compared himself to Buffett and it was the media.
&ldquo;Don&rsquo;t trust what you read,&rdquo; Palihapitiya said.
Another user said this was misleading as the shareholder letters issued by Social Capital in 2018, 2019 and 2020 compared early returns of his&nbsp;Social Capital to Berkshire Hathaway.
&ldquo;You chose Buffett as your benchmark. Which is comparing yourself to him,&rdquo; the user said.
Palihapitiya said this was different than a comparison and was only a benchmark.
One user was quick to point out that Buffett is producing a crazy return on equity by borrowing at 0% to 1% and investing in 7% to 10%. Palihapitiya said it could be better than this with borrowing at 1% to 2% and investing at 12% to 14%.
Palihapitiya acknowledged a user that called Buffett&rsquo;s strategy as yield farming by calling it &ldquo;OG yield farming.&rdquo;
A user asked what it was that the Japanese companies Buffett has invested in do and how he can use this investment strategy.
&ldquo;They are middlemen that trade in various commodities for many economies in the world. So as long as the world needs &lsquo;stuff&rsquo; these folks will provide it for a small fee&hellip;hence it&rsquo;s bet levered world GDP which tends to grow over long periods of time,&rdquo; Palihapitiya said.
Palihapitiya added the Berkshire Hathaway can issue debt anywhere on the planet.
Short seller<a href="https://www.benzinga.com/topic/muddy-waters"> Muddy Waters</a> replied to Palihapitiya&rsquo;s post asking if it &ldquo;depends on what the definition of &lsquo;is&rsquo; is.&rdquo;
&ldquo;Don&rsquo;t worry about this mid level bullsh**. I&rsquo;m just trolling these guys,&rdquo; Palihapitiya told Muddy Waters.
The comments by Palihapitiya come as Buffett&rsquo;s bets on five Japanese companies have grown from $6 billion to $17 billion.
Berkshire Hathaway <a href="https://www.benzinga.com/markets/asia/23/06/32913032/warren-buffetts-berkshire-hathaway-raises-stake-in-5-japanese-trading-houses">took 5% stakes</a> in several Japanese companies back in August 2020, positions which have increased along the way. The Japanese companies are:
Itochu Corp (OTC: <a class="ticker" href="https://www.benzinga.com/stock/itocf#OTC">ITOCF</a>)
Marubeni Corp (OTC: <a class="ticker" href="https://www.benzinga.com/stock/maruf#OTC">MARUF</a>)
Mitsubishi Corp (OTC: <a class="ticker" href="https://www.benzinga.com/stock/msbhf#OTC">MSBHF</a>)
Mitsui &amp; Co Ltd (OTC: <a class="ticker" href="https://www.benzinga.com/stock/mitsy#OTC">MITSY</a>)
Sumitomo Corp (OTC: <a class="ticker" href="https://www.benzinga.com/stock/ssumf#OTC">SSUMF</a>)
Read Next: <a href="https://www.benzinga.com/general/politics/23/06/32906347/chamath-palihapitiya-hosts-fundraiser-for-robert-kennedy-jr-i-saw-a-really-authentic-and-sensiti">Chamath Palihapitiya Hosts Fundraiser For Robert Kennedy Jr: &#39;I Saw A Really Authentic And Sensitive Person</a>
Photo: CP via Shutterstock, Buffet via White House (Public Domain) 
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Chamath Palihapitiya Calls Out Warren Buffett's Japanese Investments: Is He Throwing Shade Or Praising The Legendary Investor?

Warren Buffett&#39;s Berkshire Hathaway Inc&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk#NYSE">BRK</a>) announced&nbsp;Monday that it&nbsp;<a href="https://www.benzinga.com/markets/asia/23/06/32865614/warren-buffetts-bets-on-this-country-tripled-to-17-billion-hint-its-not-the-us" target="_blank">has increased its stakes in Japan&#39;s top five trading houses</a>. This move is believed to have contributed to the robust momentum driving the nation&#39;s stock market to reach multiyear highs.
The company holds stakes in&nbsp;Itochu Corp.&nbsp;(OTCPK: ITOCF),&nbsp;Marubeni Corp.&nbsp;(OTCPK: MARUF),&nbsp;Mitsubishi Corp.&nbsp;(OTCPK: MSBHF),&nbsp;Mitsui &amp; Co. Ltd&nbsp;(OTCPK: MITSY), and&nbsp;Sumitomo Corp.&nbsp;(OTCPK: SSUMF).
Berkshire&nbsp;said its stakes in these companies now average more than 8.5%. The Japanese companies&#39;&nbsp;aggregate value considerably exceeds Berkshire-held public stocks in any other country outside of the U.S.
In 2020, Berkshire first bought stakes in Japan&#39;s trading houses.&nbsp;
&quot;The tailwinds for Japanese equities continue to multiply,&quot; Reuters quoted Charu Chanana, market strategist at broker Saxo Markets&nbsp;in Singapore, as saying.
Also Read:&nbsp;<a href="https://www.benzinga.com/news/23/06/32881813/warren-buffetts-151-billion-gamble-customers-wont-trade-their-apple-iphones-for-10-000-and-heres-why">Warren Buffett&#39;s $151 Billion Gamble: Customers Won&#39;t Trade Their Apple iPhones For $10,000, And Here&#39;s Why</a>
&quot;While it was previously hinted that Berkshire will increase its stake, the announcement has come somewhat sooner than expected and will further boost optimism on Japanese stocks,&quot; Chanana said.&nbsp;
Berkshire remains committed to maintaining its Japanese investments for the foreseeable future. With regard to pricing, the company said it is open to expanding its holdings in any of the five assets, with a maximum stake of 9.9%.
Earlier in April, Buffett traveled to Japan and met with the CEOs of each of the five companies.
According to regulatory filings from June 12, the trading firms&#39; reports revealed Berkshire Hathaway&#39;s ownership percentages as follows: 7.4% of Itochu&#39;s stock, 8.3% of Marubeni and Mitsubishi&#39;s stock, 8.1% of Mitsui&#39;s stock&nbsp;and 8.2% of Sumitomo&#39;s stock, reports Reuters.
Now Read:&nbsp;<a href="https://www.benzinga.com/news/23/06/32817154/warren-buffett-transformed-his-neighbors-life-savings-of-67-000-into-400-million">Warren Buffett Transformed His Neighbor&#39;s Life Savings Of $67,000 Into $400 Million</a>
Photo via Shutterstock.&nbsp;

Warren Buffett's Berkshire Hathaway Raises Stake In 5 Japanese Trading Houses

Warren Buffett consistently demonstrates a knack for spotting undervalued companies and making calculated, <a href="https://www.benzinga.com/topic/warren-buffett">often surprising moves</a>.
One of his more recent ventures took an unexpected turn to the Far East, with stakes in five Japanese companies ballooning to $17 billion in less than three years.
In August 2020, Buffett&rsquo;s Berkshire Hathaway (NYSE: <a href="https://www.benzinga.com/quote/BRK-A">BRK-A</a>) (NYSE: <a href="https://www.benzinga.com/quote/BRK-B/news">BRK-B</a>) veered away from its familiar U.S.-based investments to snap up 5% stakes in the following companies:
Itochu Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ITOCF#OTC">ITOCF</a>) 
Marubeni Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MARUF#OTC">MARUF</a>) 
Mitsubishi Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MSBHF#OTC">MSBHF</a>) 
Mitsui &amp; Co Ltd (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MITSY#OTC">MITSY</a>) 
Sumitomo Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSUMF#OTC">SSUMF</a>)
Being dubbed the &ldquo;Oracle of Omaha&rdquo; is no small feat, and the Japanese investments illustrate why he holds the title.
Since those initial investments, he&#39;s added more to the positions, to the tune of 7.4%. With the Japanese stocks soaring to multi-decade highs, the $6 billion investment is now worth $17 billion, a gain of about 183%, placing Berkshire&rsquo;s Japanese holdings amongst its largest positions.
Read also: <a href="https://www.benzinga.com/news/23/06/32860674/if-you-invested-1-000-in-berkshire-hathaway-when-warren-buffett-became-the-worlds-richest-person-her">If You Invested $1,000 In Berkshire Hathaway When Warren Buffett Became The World&rsquo;s Richest Person, Here&rsquo;s How Much You&rsquo;d Have Today</a>
By the end of 2021, only nine of Berkshire&rsquo;s top 15 holdings were over the $4 billion mark &mdash; now, three of its Japanese holdings sit above that line, <a href="https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-japan-stock-price-portfolio-shareholder-returns-2023-6?utm_source=facebook&amp;utm_campaign=business-sf&amp;utm_medium=social&amp;fbclid=IwAR0VqYiMDqf2cdwg0wBL02_Pf2btGPu1zbKEEnOgZoFTlfoJVtN5wRkDlOY">according</a> to Business Insider.
Buffett isn&rsquo;t one to make moves without a calculated strategy. In Berkshire&rsquo;s annual meeting in May, he pointed out that the companies were &ldquo;ridiculously&rdquo; undervalued, deeply ingrained in industries familiar to Berkshire, and large enough to make a significant impact on Berkshire&rsquo;s earnings.
But what does Buffett&rsquo;s Far East venture mean for the everyday investor? There are opportunities to follow in Buffett&rsquo;s footsteps by investing in Japanese equities through exchange-traded funds.
Two notable options are the iShares MSCI Japan ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>) and the WisdomTree Japan Hedged Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXJ#NYSE">DXJ</a>) The former is vulnerable to fluctuations in the value of the Japanese yen versus the dollar, while the latter hedges against such currency swings, providing a safer bet for U.S.-based investors.
Read Next: <a href="https://www.benzinga.com/markets/asia/23/05/32403975/japanese-stocks-rallied-five-weeks-in-a-row-after-warren-buffetts-bet-outperforming-a-nearly-flat-s">Japanese Stocks Rallied Five Weeks In A Row After Warren Buffett&rsquo;s Bet, Outperforming A Nearly Flat S&amp;P 500</a> 
Photo: Shutterstock

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Warren Buffett's Bets On This Country Tripled To $17 Billion: Hint, It's Not The US

Warren Buffett-led&nbsp;Berkshire Hathaway Inc&nbsp;(NYSE:&nbsp;BRK-A) (NYSE:&nbsp;BRK-B) has raised its stakes in Japan&#39;s five biggest trading houses, regulatory filings showed.
The move is in line with Berkshire&#39;s statement in 2020 that its investments in the Japanese trading houses were for the long term and the stakes could rise to 9.9%.
Berkshire&#39;s stakes have increased to 6.59% from 5.04% in&nbsp;Mitsubishi Corp, to 6.62% from 5.03% in&nbsp;Mitsui &amp; Co Ltd&nbsp;(OTC: MITST), to 6.21% from 5.02% in&nbsp;Itochu Corp&nbsp;(OTC:&nbsp;ITOCF) (OTC:&nbsp;ITOCY), to 6.75% from 5.06% in&nbsp;Marubeni Corp&nbsp;(OTC:&nbsp;MARUY) (OTC:&nbsp;MARUF), and to 6.57% from 5.04% in&nbsp;Sumitomo Corp.
Takashi Hiroki, the chief strategist at Monex,&nbsp;said&nbsp;he was not surprised that Berkshire had bought more shares, Reuters reported.
&quot;Trading companies&#39; high stock prices are associated with high commodities prices, but there&#39;s much more to their businesses than that,&quot; he said. &quot;Their earnings are good, and shareholder returns are strong.&quot;
Berkshire&#39;s increased investments in the trading houses come after it bought more than $4.1 billion of stock in&nbsp;Taiwan Semiconductor Mfg. Co. Ltd&nbsp;(NYSE: <a class="ticker" href="https://www.benzinga.com/stock/tsm#NYSE">TSM</a>), a significant foray into the technology sector by the conglomerate.
Photo via Wikimedia Commons

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Warren Buffett's Berkshire Boosts Stake In Five Japanese Trading Houses

Marubeni Corp (OTC: MARUF) announced its plans to acquire a 35% stake in the Eagle Ford shale oil and gas play from Hunt Oil.

Marubeni To Acquire 35% Stake In Eagle Ford Shale

Marubeni

<a href="https://www.benzinga.com/topic/warren-buffett">워런 버핏</a>이 일본 기업들에 또 다른 승인 도장을 찍어주자 시장이 반응하고 있다. <a href="https://www.benzinga.com/topic/japan">일본</a>의 5대 대형 무역회사들의 주가가 오마하의 오라클이 버크셔 해서웨이(NYSE:<a href="https://www.benzinga.com/quote/BRK.A" target="_blank" rel="noopener">BRK.A</a>)(NYSE:<a href="https://www.benzinga.com/quote/BRK.B" target="_blank" rel="noopener">BRK.B</a>)가 더 큰 지분 투자를 고려하고 있다고 신호를 보낸 후 월요일 최대 9% 상승했다.
미츠비시 UFJ 금융 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>)가 월요일 최대 9% 가까이 상승하며 선두를 달렸고, 미츠이(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/mitsy" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for MITSY" data-google-interstitial="false">MITSY</a>), 마루베니(OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/maruf" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for MARUF">MARUF</a>) (OTCPK:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/maruy" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for MARUY" data-google-interstitial="false">MARUY</a>), 스미토모 미츠이 금융 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMFG#NYSE">SMFG</a>) 및 이토추(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITOCF#NYSE">ITOCF</a>)도 4%에서 7.5% 사이로 상승했다고 <a href="https://www.ft.com/content/431a648e-851e-49f7-a37b-e862f4c19474">파이낸셜 타임스</a>가 보도했다.
<h2 class="wp-block-heading">버핏의 10억 달러 베팅이 커진다</h2>
버핏의 일본에 대한 사랑은 새로운 이야기가 아니다. 2020년, 버크셔는 조용히 이들 대형 무역회사 각각에 5% 지분을 매입하며 60억 달러를 지출했다. 현재 그 지분의 가치는 235억 달러에 달한다.
관련: 워런 버핏의 버크셔, 5개 일본 기업에 대한 베팅을 강화하다: 오마하의 오라클이 &#8216;지속적으로 성장한 감탄&#8217;이라고 말하다
이제 10% 소유 한도가 해제되자, 버핏의 연례 서한은 분명히 밝혔다: &#8220;모든 5개 기업에 대한 버크셔의 소유 비율이 다소 증가할 것이다.&#8221;
번역하자면? 버핏은 다시 투자하고 있다.
<h2 class="wp-block-heading">왜 무역회사들인가? 버핏 스타일의 사모펀드</h2>
왜 그가 이 주식들을 좋아할까?
이들 무역회사들은 일본의 사모펀드와 같으며, 편의점, 연어 양식장, 인프라 및 기술 스타트업에 걸쳐 포트폴리오를 보유하고 있다.
제프리스 애널리스트인 탄 하 팜(Thanh Ha Pham)은 이들 회사를 &#8220;일본의 사모펀드&#8221;라고 부르지만, 버핏이 승인한 장기적 관점을 가지고 있다고 평가하고 있다.
<h2 class="wp-block-heading">ETF와 주식, 버핏 효과를 타다</h2>
ETF 투자자들에게 버핏의 일본 베팅은 세 가지 주요 펀드에 대한 주목을 불러일으킨다.
화요일 iShares MSCI Japan ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWJ#NYSE">EWJ</a>)는 연초 대비 3.67% 상승했으며, JP모건의 BetaBuilders Japan ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBJP#NYSE">BBJP</a>)는 3.48% 상승했다. 하지만 진정한 스타는?
WisdomTree Japan Hedged Equity Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DXJ#NYSE">DXJ</a>)로, 지난 1년간 4.90%의 상승률을 기록했다.
버핏 효과는 실제로 존재하며, 무역회사들만이 이 파도를 타고 있는 것이 아니다.
소니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>)는 지난 1년간 45.67% 상승했으며, 스미토모 미츠이 금융 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMFG#NYSE">SMFG</a>)는 41.56% 상승했다. 심지어 미츠비시 UFJ 금융 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>)도 연간 27.55%의 뛰어난 상승률을 기록했다.
일본의 기업 개혁, 배당금 상승 그리고 버핏의 지원으로 인해, 이는 장기적인 상승세의 시작일 수 있다.
투자자들에게 지금 일본을 무시하는 것은 2003년에 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)을 지나치는 것과 같을 수 있다 &#8211; 버핏도 결코 반복하지 않겠다고 다짐한 실수이다.
다음 읽기: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/indices/%EC%9D%BC%EB%B3%B8%EC%9D%98-%EC%9D%B8%ED%94%8C%EB%A0%88%EC%9D%B4%EC%85%98-%EC%83%81%EC%8A%B9-boj%EA%B0%80-%EA%B8%88%EB%A6%AC-%EC%9D%B8%EC%83%81-%EA%B8%B0%EB%8C%80%EC%97%90-%EB%8C%80%EC%9D%91%ED%95%A0/" target="_blank" rel="noopener">일본의 상승하는 인플레이션: BOJ가 금리 인상 기대치를 조정하는 동안 주목해야 할 3개의 ETF</a></li>
</ul>
사진: Shutterstock
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