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This analysis was originally posted in podcast format on June 13, 2022 (link here). Since then, Itochu has posted its Q2 results beating expectations slightly on revenue and sales. The stock is trading at ¥3,860 on October 7, 2022, compared to ¥3,751 on June 22, 2022, which is the basis-price for the analysis.
All recommendations in this analysis still …
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