伊藤忠商事(ITOCY)
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Are Investors Undervaluing Itochu (ITOCY) Right Now?
Zacks Investment Research· 2024-03-07 23:46
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional val ...
Is Itochu (ITOCY) Stock Outpacing Its Retail-Wholesale Peers This Year?
Zacks Investment Research· 2024-02-26 23:41
ITOCY公司 - Itochu Corp. (ITOCY)是一家在零售-批发部门中表现出色的公司[1] - ITOCY目前拥有Zacks Rank 2 (Buy),显示分析师对其盈利前景持乐观态度[3] - ITOCY今年迄今为止的回报率为10.5%,高于零售-批发公司的平均回报率7.7%[4] CASY公司 - Casey's General Stores (CASY)是另一家在零售-批发部门表现优异的公司[5] - CASY今年迄今为止的回报率为9.1%[5] - CASY当前拥有Zacks Rank 2 (Buy),显示其盈利前景较好[6]
Should Value Investors Buy Itochu (ITOCY) Stock?
Zacks Investment Research· 2024-02-20 23:46
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true v ...
All You Need to Know About Itochu Corp. (ITOCY) Rating Upgrade to Buy
Zacks Investment Research· 2024-02-09 02:01
Itochu Corp. (ITOCY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual ...
Itochu Corporation: A Long-Term Compounder Similar To Berkshire Hathaway
Seeking Alpha· 2024-01-10 12:04
公司概况 - 伊藤忠公司是一家日本跨国企业,成立于1858年,主要从事各个行业的贸易和投资活动[3] - 伊藤忠公司是日本五大综合商社之一,与其他商社一起积极寻求新投资机会,吸引了沃伦·巴菲特等投资者的关注[2] - 伊藤忠公司的业务涵盖了纺织、机械、金属矿产、能源化工、食品、ICT和金融等多个领域,具有高度的多样化[16] 业绩表现 - 伊藤忠公司的股价表现优异,总回报率达到345.1%,超过了同行业竞争对手,显示出其执行力和基本面的优势[6][9] - 伊藤忠公司在过去十年中,营收和EBITDA分别以10%和9%的复合年增长率增长,展现出良好的盈利能力[13] - 2023财年上半年,伊藤忠公司净利润下降,主要受到矿产与金属、一般产品与资源、其他业务的影响[56][57][58] 投资策略 - 伊藤忠公司的业务模式是通过收购和发展优质企业或进入有吸引力的行业,实现长期强劲回报[37] - 伊藤忠公司通过与其他公司建立战略联盟和合作伙伴关系,分享资源、技术和专业知识,拓展市场影响力[42] - 伊藤忠公司不断评估和重新评估投资,愿意出售资产并定期重新投资以确保高回报率[43] 财务状况 - 伊藤忠公司资产回报率良好,资金自由现金流充足,有望提高股东回报[61][62][63] - 伊藤忠公司的债务和资本成本压力增加,管理层意识到这一点,有望提高ROE[64][65] - 伊藤忠公司相对同行表现良好,具有更大的杠杆空间,有潜力提高分配[67][68][69] 估值分析 - 伊藤忠公司目前交易在15倍LTM EBITDA和12倍NTM EBITDA,略低于历史平均水平[70][71][72] - 伊藤忠公司的估值发展与其持续的价值积累相一致,有望提高有机增长轨迹[73][74] - 伊藤忠公司相对同行在LTM EBITDA基础上基本与同行持平,但在NTM EBITDA基础上略有折扣[75]
Itochu(ITOCY) - 2024 Q2 - Earnings Call Transcript
2023-11-09 16:00
ITOCHU Corporation (OTCPK:ITOCF) Q2 2024 Earnings Conference Call November 8, 2023 8:00 PM ET Company Participants Keita Ishii - President and Chief Operating Officer Conference Call Participants Keita Ishii Good morning, ladies and gentlemen. I am Ishii President of ITOCHU Corporation. I would like to give you an overview of the business results for the first half of the fiscal year ending 2024. Please refer to the business results summary, FYE 2024 first half document published on 6th of November. First, ...
Itochu(ITOCY) - 2024 Q1 - Earnings Call Transcript
2023-08-06 01:45
ITOCHU Corporation (OTCPK:ITOCF) Q1 2024 Earnings Conference Call August 4, 2023 ET Company Participants Tsuyoshi Hachimura - EVP and CFO Tsuyoshi Hachimura Hello. I am Hachimura, CFO of ITOCHU Corporation. Thank you very much for joining us today. I'd like to now present the business results of the first quarter fiscal year ending 2024. I'll be using the PowerPoint material that you have in front of you. On Page 3, we are showing a summary of financial results. There are three major points. First is that ...
ITOCHU Corporation (ITOCF) FYE 2023 Earnings Call Transcript
2023-05-12 01:23
ITOCHU Corporation (OTCPK:ITOCF) FYE 2023 Earnings Conference Call May 11, 2023 ET Company Participants Keita Ishii - President and Chief Operating Officer Keita Ishii Hello, everyone. I am Keita Ishii, President, and COO of ITOCHU Corporation. Thank you very much for joining us today. Let me explain FYE 2023 Financial Results and FYE 2024 Management Plan. Please refer to the FYE ’23 business results materials, which were announced on May 9. Page two shows the summary of financial results for FYE ’23. Con ...
Itochu(ITOCY) - 2023 Q2 - Earnings Call Presentation
2022-11-13 01:44
FYE 2023 1st Half Presentation Material November 4, 2022 Forward-Looking Statements Data and pro jections contained in these materials are based on the in formation available at the time o f publication , and various factors may cause the actual results to dif fer materially from those presented in such forward-looking statements. ITOCHU Corporation , there fore , wishes to caution that readers should not place undue reliance on forward-looking statements, and further, that ITOCHU Corporation has no obligat ...
Itochu(ITOCY) - 2022 Q3 - Earnings Call Presentation
2022-02-04 15:20
FYE 2022 3rd Quarter Business Results Summary February 3, 2022 Forward-Looking Statements Data and projections contained in these materials are based on the information available at the time of publication, and various factors may cause the actual results to differ materially from those presented in such forward-looking statements. ITOCHU Corporation, therefore, wishes to caution that readers should not place undue reliance on forward-looking statements, and further, that ITOCHU Corporation has no obligatio ...