财务数据和关键指标变化 - 前9个月合作现金流(COCF)为7691亿日元,同比下降1921亿日元 [3][20] - 全年COCF预测修正上调400亿日元至1万亿日元,主要来自矿物金属资源、能源和基础设施业务的良好表现 [4][6][7] - 全年利润预测修正上调100亿日元至9500亿日元,主要来自矿物金属资源和能源业务的良好表现 [4][7][8] 各条业务线数据和关键指标变化 - 矿物金属资源业务COCF下降442亿日元至3113亿日元,主要受到冶金煤价格下降和联营公司股息收入减少的影响 [20][23] - 能源业务COCF下降1078亿日元至1681亿日元,主要受到油气价格下降、油气生产设施维护、联营公司股息收入减少和计提与北极LNG2项目相关的准备金的影响 [20][24] - 机械基础设施业务COCF下降116亿日元至1471亿日元,主要受到联营公司股息收入减少和资产出售相关税费增加的影响 [21] - 化学品业务COCF下降266亿日元至459亿日元,主要受到化肥、化肥原料和饲料添加剂价格下降以及联营公司股息收入减少的影响 [21] - 生活消费品业务COCF增加184亿日元至496亿日元,主要受到联营公司股息收入增加和上年同期咖啡贸易亏损的反弹 [22] 各个市场数据和关键指标变化 - 无明确提及各个市场数据和关键指标变化的内容 公司战略和发展方向及行业竞争 - 公司持续执行精选的战略性投资,如投资量子计算公司Continuum、埃及禽畜业务Wadi Poultry等 [12][13] - 公司将继续扩大投资管线,执行与中期经营计划战略重点一致的精选增长投资 [10][12][13] - 公司将继续考虑提高股东回报,在稳定性和灵活性之间寻求平衡,以提高ROE [14] 管理层对经营环境和未来前景的评论 - 受全球经济放缓影响,一些业务板块的进度相对较慢,但整体表现良好 [5][6] - 公司对LNG相关业务在下半年的贡献持乐观态度 [5] - 公司对北极LNG2项目制裁的影响已计提准备金,并将采取适当措施保护自身利益 [15] 问答环节重要的提问和回答 无相关内容

文章核心观点 - 价值投资是发现优质股票的有效方式 [1][2][3] - 采用Zacks Style Scores系统可以识别出具有价值特征的优质股票 [3] - 三菱商事(Mitsui & Co., MITSY)和瑞利钢铝(Reliance Steel & Aluminum Co., RS)都被评为价值股 [4][5][6][7] 公司分析 三菱商事(Mitsui & Co., MITSY) - 目前持有Zacks第1级(强烈买入)评级和A级价值评分 [4] - 市盈率(P/E)为9.56,低于行业平均水平15.59 [4] - 市净率(P/B)为1.13,低于行业平均水平2.05 [5] 瑞利钢铝(Reliance Steel & Aluminum Co., RS) - 目前持有Zacks第2级(买入)评级和A级价值评分 [6] - 市净率(P/B)为2.06,略高于行业平均水平2.05 [7]

Mitsui & Co., Ltd. (OTCPK:MITSY) Q2 2024 Earnings Conference Call October 31, 2023 9:00 PM ET Company Participants Kenichi Hori - President and Chief Executive Officer Masao Kurihara - General Manager of Global Controller Division Conference Call Participants Kenichi Hori Good morning, I'm Kenichi Hori, CEO. Thank you for joining us today. I will begin with an overview of the First Half Operating Results and the Full-Year Forecast. And I will then hand over to Masao Kurihara, General Manager of the Global C ...

Correction on November 2, 2023 Double underlined items are corrected (page 20). Creating Sustainable Futures FY March 2024 1st Half (April-September 2023) Financial Results October 31, 2023 Mitsui & Co., Ltd. (Securities Code: 8031) This material contains statements (including figures) regarding Mitsui & Co., Ltd. ("Mitsui")'s corporate strategies, objectives, and views of future developments that are forward-looking in nature and are not simply reiterations of historical facts. You should be aware that a n ...

Mitsui & Co., Ltd. (OTCPK:MITSY) Q1 2024 Earnings Conference Call August 1, 2023 3:30 AM ET Company Participants Hideaki Konishi - Investor Relations Tetsuya Shigeta - Representative Director, Senior Executive Managing Officer & CFO Masao Kurihara - General Manager of Global Controller Division Conference Call Participants Hideaki Konishi I'd like to start the briefing on the Financial Results of First Quarter of Fiscal Year March 2024 of Mitsui & Company. Thank you very much for joining us despite your bus ...

Mitsui & Co., Ltd. (OTCPK:MITSY) Q3 2023 Earnings Conference Call February 3, 2023 2:00 AM ET Company Participants Maroshi Tokoyoda - Investor Relations Tetsuya Shigeta - Chief Financial Officer Masao Kurihara - Global Controller Conference Call Participants Maroshi Tokoyoda We will now begin the financial results briefing for the first nine months of the fiscal year ending March 31, 2023 for Mitsui & Co. Thank you very much for taking time out of your busy schedule to join us today. Today’s presenters are ...

| --- | --- | |-------|---------------------------| | | | | | ~Transform and Grow~ | | | Quarter Financial Results | | | FY Ending March 2023 | MITSUI & CO. February 3, 2023 Mitsui & Co., Ltd. This material contains statements (including figures) regarding Mitsui & Co., Ltd. ("Mitsui")'s corporate strategies, objectives, and views of future developments that are forward-looking in nature and are not simply reiterations of historical facts. These statements are presented to inform stakeholders of the views o ...

Mitsui & Co., Ltd. (OTCPK:MITSY) Q2 2023 Earnings Conference Call November 1, 2022 9:00 PM ET Company Participants Kenichi Hori - Chief Executive Officer Masao Kurihara - Global Controller Conference Call Participants Kenichi Hori Good afternoon, IÂ'm Kenichi Hori, CEO. Thank you for joining us today. I will begin with an overview of operating results for the first half and full-year forecasts. I will then hand over to Masao Kurihara, Global Controller, who will speak on the results in more detail. Results ...

| --- | --- | |-------------------------------|-------| | ~Transform and Grow~ | | | 1st Quarter Financial Results | | | FY Ending March 2023 | | MITSUI & CO. August 2, 2022 Mitsui & Co., Ltd. This material contains statements (including figures) regarding Mitsui & Co., Ltd. ("Mitsui")'s corporate strategies, objectives, and views of future developments that are forward-looking in nature and are not simply reiterations of historical facts. These statements are presented to inform stakeholders of the views o ...

Mitsui & Co., Ltd. (OTCPK:MITSY) Q1 2023 Earnings Conference Call August 2, 2022 3:30 AM ET Company Participants Masao Kurihara - Global Controller Tetsuya Shigeta - CFO Conference Call Participants Tetsuya Shigeta Good afternoon. I'm Tetsuya Shigeta, CFO. Thank you for joining us today. I will begin by giving a summary of the first quarter operating results. I will then hand over to our Global Controller, Masao Kurihara, for details of our operating results. During the first quarter, the global economy con ...