Daily Ideas·Pitch·8053.T·2025年9月28日

Sumitomo Corporation: Do it the Buffet way

The Value Observer
YellowBrick

8053.T: Japanese sōgō shōsha trading at 9x P/E, 3.2% dividend yield. ¥650B profit target by FY2026 via ¥730B investments in digital/energy/healthcare. DCF yields ¥4,503 price target vs ¥4,282 current. 0.6 D/E ratio, 7.45% ROIC, ¥528B FCF. Buffett owns ~10%. Conservative valuation for diversified enterprise.

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