Mitsubishi Corporation·Industrials

Greg Abel took over for Warren Buffett at the start of 2026, managing the bulk of Berkshire's portfolio. Abel said there are nine stocks where Berkshire will exhibit limited trading activity.

Mitsubishi Corporation (MTSU:CA) Q3 2026 Earnings Call Prepared Remarks Transcript

Mitsubishi Corporation is still rated as a "Hold" based on my earnings preview and M&A analysis. MSBHF's recent acquisition enhances its scale in the global energy space, but this increases its exposure to cyclical resource-related businesses. I am not expecting major surprises with its upcoming 3QFY2025 results, considering indicators like exchange rate movements and commodity price changes.

The company will spend $5.2 billion in an equity purchases, and take on $2.33 billion in Aethon's debt. Mitsubishi said that the investment will strengthen the earnings base of the company's natural gas and LNG businesses.

The Japanese trading house agreed to acquire Aethon's shale gas assets for $5.2 billion, its biggest acquisition ever.

Japanese trading house Mitsubishi Corp said on Friday it would take over the U.S. shale production of Aethon Energy Management for $7.53 billion including debt.
Mitsubishi Corporation engages in the natural gas, industrial materials and infrastructure, chemicals, mineral resources, automotive and mobility, food and consumer industry, power solution, and urban development businesses worldwide. The Natural Gas segment engages in the development and production of natural gas/oil; and liquified natural gas business. Its Industrial Materials segment engages in sale, trading, investment, and development of materials, including steel products, silica sand, cement, ready-mixed concrete, carbon materials, PVC, and functional chemicals for the automobile, mobility, construction, and infrastructure industries. The Chemicals segment invests in, develops, and trades in ethylene, methanol, salt, ammonia, plastics, and fertilizers. Its Mineral Resources segment invests in and develops copper, metallurgical coal, iron ore, and aluminum. The Industrial Infrastructure segment trades in the field of energy infrastructure, industrial plants, machinery tools, construction and agricultural machinery, elevators, escalators, facility management, ships, and aerospace related equipment. Its Automotive & Mobility segment produces, finances, and sells passenger and commercial cars; and mobility services. The Food Industry segment trades, develops, and sells food resources, fresh foods, consumer goods, and food ingredients. Its Consumer Industry segment supplies products and services a range of fields, including retail and distribution, logistics, healthcare, and apparel. The Power Solution segment is involved in the power and water related businesses, including power generation and transmission, power trading and retail, and development of hydrogen energy sources. Its Urban Development segment engages in the urban real estate development, operation, and management; and leasing and infrastructure businesses. The company was incorporated in 1950 and is headquartered in Tokyo, Japan.
Industrials
Conglomerates
62,062
2023-04-17
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