에 대한 최신 뉴스 Mitsui & Co (OTC:MITSF) 주식

Mitsui & Co Ltd is a general trading company with a wide range of business activities in the areas of iron and steel, mineral and metal resources, machinery and infrastructure, chemicals, energy, lifestyle, innovation, and corporate development. The firm also participates in the development of natural resources, and it has minority interests in several upstream resource projects, which include iron ore and coal projects in Australia; copper mining projects in Chile; and oil and gas projects in Asia, the Middle East, and the United States.

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일본의 TOPIX 지수와 국채 선물에 대해 서킷 브레이커가 발동돼 현지시간 오전 9시 26분 13초(미 동부 시간 오후 8시 26분)까지 거래가 중단됐다. 이러한 개입은 TOPIX 지수 하락폭이 6% 이상으로 확대되면서 시장 안정화를 위한 긴급 조치가 취해지면서 이루어졌다.

글로벌 매도세는 멈출 기미가 보이지 않고 일본의 닛케이 지수는 5% 이상 하락

MITSUI & CO LTD ORD by Mitsui & Co., Ltd.

Mitsui & Co Ltd

Mitsui & Co. Ltd. (MITSY) Q1 2025 Earnings Call Transcript

Mitsui & Co (JP:8031) has released an update. Mitsui & Co., Ltd. has expanded its portfolio by acquiring Taylor & Martin, a US truck auction compan...

Mitsui & Co. Acquires US Truck Auction Firm

<a href="https://investorplace.com">InvestorPlace - Stock Market News, Stock Advice &amp; Trading Tips</a>
We knew Warren Buffett occasionally pared his stake in Apple (NASDAQ:<a href="https://investorplace.com/stock-quotes/aapl-stock-quote/">AAPL</a>) stock, <a href="https://investorplace.com/2024/02/warren-buffett-watch-why-he-dumped-aapl-and-what-he-bought-instead/">usually for tax purposes</a>. But no one was prepared for him to slash his stake in half.



The Oracle of Omaha revealed in his Berkshire Hathaway (NYSE:<a href="https://investorplace.com/stock-quotes/brk-a-stock-quote/">BRK-A</a>, <a href="https://investorplace.com/stock-quotes/brk-b-stock-quote/">BRK-B</a>) earnings filing that his stake in the tech giant had dropped to fewer than 400 million shares. Apple&rsquo;s value at the end of the quarter was just $84.2 billion, meaning Buffett shed just over 49% of his position. It&rsquo;s still his largest holding. But where it once accounted for half of Berkshire Hathaway&rsquo;s portfolio, it&rsquo;s now just 28% of the total.



Shares of Apple tumbled 5% on the news. While it recovered some lost ground, Apple remains 9% below its all-time high reached only a few weeks ago. But Apple wasn&rsquo;t the only stock he sold. Additionally, Buffett cut his stake again Bank of America (NYSE:<a href="https://investorplace.com/stock-quotes/bac-stock-quote/">BAC</a>), his second largest position.



He did buy more shares of Occidental Petroleum (NYSE:<a href="https://investorplace.com/stock-quotes/oxy-stock-quote/">OXY</a>), but Buffett was once again <a href="https://investorplace.com/2024/02/the-watch-list-is-warren-buffett-still-selling-these-3-stocks/">selling more stock</a> than he was buying. He now has a cash hoard worth $277 billion. He&rsquo;s either preparing for a market crash or planning on making a big purchase &ndash; a really big one.



Either way, be on the lookout for more Warren Buffett stocks to sell in Berkshire Hathaway&rsquo;s portfolio. Let&rsquo;s examine three companies that could be next.



<h2>Capital One Financial (COF)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2019/08/cof1600-300x169.jpg" alt="A street view of a Capital One (COF) bank location in New York City."><div>Source: Northfoto / Shutterstock.com</div></div>Although several stocks could be on the chopping block, most are de minimis holdings that won&rsquo;t move the needle. Capital One Financial (NYSE:<a href="https://investorplace.com/stock-quotes/cof-stock-quote/">COF</a>), on the other hand, is one in which Buffett has a $1.7 billion position. Sure, that accounts for only 0.6% of the portfolio. But as Senator Everett Dirksen is supposed to have once said, <a href="https://www.forbes.com/sites/eliamdur/2021/04/02/a-billion-here-a-billion-there-pretty-soon/">a billion here, a billion there,</a> and pretty soon you&rsquo;re talking real money.



If Buffett&rsquo;s massive sale of Apple stock was in anticipation of a market crash, then it would make sense to dump Capital One Financial. It is one of the <a href="https://investorplace.com/2024/04/2-credit-card-stocks-to-buy-and-1-to-sell-april-2024/">most exposed credit card companies</a> on the market, and it is acquiring Discover Financial Services (NYSE:<a href="https://investorplace.com/stock-quotes/dfs-stock-quote/">DFS</a>). That will make it even more unprotected to a rising tide of delinquencies and defaults.



The Federal Reserve said total <a href="https://www.federalreserve.gov/releases/g19/current/">consumer credit outstanding</a> stood at over $5 trillion at the end of June. In comparison, student loans amounted to $1.7 trillion and auto loans stood at just under $1.6 trillion. The consumer is nearing their limit, and if the economy hurtles into recession, credit card companies will be left holding the bag. That makes Capital One Financial a Warren Buffett stock to sell.



<h2>Kraft Heinz (KHC)</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2020/02/khc-stock-300x169.jpg" alt="A photo of both the Kraft and Heinz logo"><div>Source: Eyesonmilan/Shutterstock.com</div></div>Buffett has never been hot on Kraft Heinz (NYSE:<a href="https://investorplace.com/stock-quotes/khc-stock-quote/">KHC</a>), admitting <a href="https://www.cnbc.com/2019/02/25/buffett-says-berkshire-hathaway-overpaid-for-kraft-following-last-weeks-stock-plunge.html#:~:text=%E2%80%9CI%20was%20wrong%20in%20a,%24100%20billion%20in%20tangible%20assets.">the investment was a mistake</a>. &ldquo;I was wrong in a couple of ways about Kraft Heinz,&rdquo; he told CNBC in 2019. &ldquo;We overpaid for Kraft.&rdquo;&nbsp;Though he did offer the caveat that he believes the company is &ldquo;still a wonderful business.&rdquo; 



Buffett helped private equity firm 3G Capital Management <a href="https://www.reuters.com/article/world/americas/buffett-brazil-s-3g-team-up-for-23-billion-heinz-buyout-idUSBRE91D0PY/">engineer taking control</a> of H.J. Heinz in 2013. He then maneuvered the ketchup maker to acquire Kraft Foods two years later. But he misjudged its value, paying about $100 billion for tangible assets when it used around $7 billion.&nbsp;



So, it is not the Kraft Heinz business that is the problem, just the price he paid for it. Still, it has been a money-losing bet for Buffett. Over the past decade, it has lost almost 7% in total return. Even though the Oracle of Omaha pulls in around a <a href="https://investorplace.com/2024/04/warren-buffett-collects-2-1-billion-in-dividends-every-year-from-these-3-stocks/">half-billion dollars annually</a> in dividend checks, KHC stock is the seventh biggest position in Berkshire Hathaway representing around 4% of the total. The $11.5 billion parked in Kraft Heinz could be deployed somewhere better.



<h2>Japanese Banks</h2>



<div><img width="300" height="169" src="https://investorplace.com/wp-content/uploads/2023/07/shutterstock_123482470-1-300x169.jpg" alt="The yen currency symbol illustrated on a red and black background."><div>Source: Shutterstock</div></div>Buffett owns a passel of Japanese banks. I&rsquo;m not sure he would actually sell them because he is not the sort of investor to bail at the first hint of trouble. But it is notable that the Japanese banking system in part caused the market tremors last week.



Five Japanese banks shares are in Berkshire Hathaway: Itochu (OTCMKTS:<a href="https://investorplace.com/stock-quotes/itocf-stock-quote/">ITOCF</a>, <a href="https://investorplace.com/stock-quotes/itocy-stock-quote/">ITOCY</a>), Marubeni (OTCMKTS:<a href="https://investorplace.com/stock-quotes/maruf-stock-quote/">MARUF</a>),&nbsp; Mitsubishi (OTCMKTS:<a href="https://investorplace.com/stock-quotes/msbhf-stock-quote/">MSBHF</a>), Mitsui (OTCMKTS:<a href="https://investorplace.com/stock-quotes/mitsf-stock-quote/">MITSF</a>) and Sumitomo (OTCMKTS:<a href="https://investorplace.com/stock-quotes/ssumf-stock-quote/">SSUMF</a>, <a href="https://investorplace.com/stock-quotes/ssumy-stock-quote/">SSUMY</a>). Buffett highly respects their management and has said <a href="https://investorplace.com/2024/04/the-3-best-warren-buffett-stocks-to-buy-in-april-2024/">U.S. bankers could learn a thing or two</a> from their Japanese counterparts.



The problem for the Japanese banking system is the yen carry trade. That&rsquo;s when investors borrow money in a low-interest rate country like Japan and invest in currencies in high-rate countries like the U.S.



But, Japan is raising its interest rates just as the U.S. is set to lower them. Unwinding all those trades created havoc as the Japanese central bank struggled to maintain equilibrium. All five of Buffett&rsquo;s banks tumbled hard. While they did regain some losses, several are still down by double-digit percentages from where they traded a month ago.&nbsp;



Mitsui, Sumitomo and Marubeni are all down at least 13% from that time, making the Japanese banks Warren Buffett stocks to sell.



On the date of publication, Rich Duprey did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com <a href="https://investorplace.com/corporate/investorplace-publishing-guidelines/">Publishing Guidelines</a>.



On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.
<div>Rich Duprey has written about stocks and investing for the past 20 years. His articles have appeared on Nasdaq.com, The Motley Fool, and Yahoo! Finance, and he has been referenced by U.S. and international publications, including MarketWatch, Financial Times, Forbes, Fast Company, USA Today, Milwaukee Journal Sentinel, Cheddar News, The Boston Globe, L&rsquo;Express, and numerous other news outlets.</div><h3>More From InvestorPlace</h3>
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Mitsui & Co

일본의 TOPIX 지수와 국채 선물에 대해 서킷 브레이커가 발동돼 현지시간 오전 9시 26분 13초(미 동부 시간 오후 8시 26분)까지 거래가 중단됐다. 이러한 개입은 TOPIX 지수 하락폭이 6% 이상으로 확대되면서 <a href="https://www.benzinga.com/money/how-to-buy-japanese-stock">시장 안정화</a>를 위한 긴급 조치가 취해지면서 이루어졌다.
무슨 일이 (What Happened): MSCI AC 아시아 태평양 지수는 2% 하락한 173.20을 기록하며 아시아 태평양 지역 전반에 걸쳐 더 광범위한 영향을 미쳤다. 일본의 닛케이 225 평균 주가는 월요일 5.60%, 7월 고점 대비 20% 급락해 심각한 시장 불안을 부각시켰다. 한국의 코스피 지수도 4% 하락한 2,568.70을 기록했고, 미국 나스닥 100 선물도 2%나 하락했다.
미쓰비시 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MMTOF#OTC">MMTOF</a>)와 미쓰이(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MITSF#OTC">MITSF</a>), 스미토모(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSUMY#OTC">SSUMY</a>), 마루베니(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MARUY#OTC">MARUY</a>) 등 대형 상사들은 모두 10% 이상 급락했다.
일본 닛케이 225 지수와 TOPIX 지수가 각각 5%, 6% 이상 하락한 금요일부터 우려스러운 매도 추세가 이어지고 있다.
미국 시장도 예상보다 훨씬 부진한 7월 고용 보고서로 인해 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40151107/tech-sell-off-takes-qqq-to-correction-territory-nvidia-sheds-over-5-for-week-analys" target="_blank" rel="noopener" data-google-interstitial="false">금요일에 큰 손실</a>을 입었다. 나스닥은 사상 최고치보다 10% 이상 하락하며 조정권에 진입하며 하락세를 주도했고, S&amp;P 500과 다우 지수는 각각 사상 최고치보다 5.7%, 3.9% 하락했다.
다우존스 산업평균선물은 383포인트, 또는 0.96% 하락했고, S&amp;P 500 선물과 나스닥-100 선물은 각각 1.6%, 2.5% 하락했다.
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이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>을 사용하여 만들어졌으며 <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote의</a> 편집을 받았습니다.
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에 대한 최신 뉴스 Mitsui & Co (OTC:MITSF) 주식

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