8001 Itochu
- May 6
- 1 min read
A major general trading company. A leading company outside of the zaibatsu (conglomerate). Strong in textiles, food, and China. It owns influential companies such as FamilyMart.
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A major general trading company. A leading company outside of the zaibatsu (conglomerate). Strong in textiles, food, and China. It owns influential companies such as FamilyMart.
Is 15x PER around current share price a buy? This guy thinks so, and argues why Itochu is a shosha like no other.
https://share.google/o6EcrWX7PuonX0txh
The record 93.2% black-ink subsidiary ratio suggests unusually broad earnings resilience across Itochu’s portfolio, which is useful for judging group quality and downside protection. 「265ものグループ会社を持つ 伊藤忠商事。その黒字会社比率は 2026年3月期実績で 93.2%。過去最高水準」 https://x.com/kanpo_blog/status/2051596944506810548?s=20