Will Warren Buffett increase his holdings of the five largest trading companies again?

According to media data, Berkshire is currently one of Japan's “five largest trading companies” ( $Mitsui (8031.JP)$ 、 $Mitsubishi (8058.JP)$ 、 $ITOCHU (8001.JP)$、 $Sumitomo (8053.JP)$ 、 $Marubeni (8002.JP)$It holds an average of 8.2% of the shares of). As these five companies are engaged in various types of trade operations due to the more intense impact of the appreciation of the yen, the sharp fall in the stock market on Monday evaporated about 6.7 billion dollars in market value, and the average rate of decline for the wider market as a whole.

As of Wednesday, the expected price-earnings ratios for Marubeni and Mitsui Corp. have dropped 7.5 times and 9.1 times, respectively, and are close to the level of last year when Warren Buffett increased his holdings. Also, Berkshire in the second quarter $Apple (AAPL.US)$After drastically reducing the number of shares held by, its cash on hand increased to a record high of 276.9 billion dollars.

In fact, $Berkshire Hathaway-A (BRK.A.US)$Since announcing an increase in shareholding last summer, it has continued to increase the holdings of the five major trading companies. In February this year, Berkshire's investment ratio in the five largest trading companies reached 9%, earning 8 billion dollars (60% yield) by the end of last year.