Marubeni Corporation: A Goliath priced like David
This Substack article from May 2025 presents a positive view on Marubeni, highlighting its strong free cash flow growth, decreasing debt-to-equity ratio, and a robust dividend yield. The author performs a discounted cash flow (DCF) analysis and arrives at an intrinsic value of 3,650 JPY per share, concluding that Marubeni is a 'value buy' as it trades at a significant discount.
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