Since February of this year, will Warren Buffett increase his shareholding in the 5 major trading companies again?
According to media data, Berkshire currently owns an average of 8.2% of the shares of Japan's 'Big Five Trading Companies'. $Mitsui (8031.JP)$ 、 $Mitsubishi (8058.JP)$ 、 $ITOCHU (8001.JP)$、 $Sumitomo (8053.JP)$ 、 $Marubeni (8002.JP)$These five companies, which are engaged in various types of trading activities, have evaporated about $6.7 billion in market value due to the sharp drop in the stock market on Monday, which was caused by the more severe impact of the strong yen, and the average decline of the wider market.
As of Wednesday, the forecasted price-to-earnings ratios of Marubeni and Mitsui & Co. have dropped to 7.5 times and 9.1 times respectively, approaching the levels of last year when Warren Buffett increased his holdings. In addition, after Berkshire significantly reduced its holdings in the second quarter, its cash position has increased to a record high of $276.9 billion. $Apple (AAPL.US)$As a result, (CompanyName) would increase its shareholding in the 5 major trading companies again?
This year, since February, will Warren Buffett increase his shareholding in the 5 major trading companies again?

Leading American semiconductor companies $NVIDIA (NVDA.US)$After announcing the earnings for the 8-10 months period of 2023 (3rd quarter of the January 2024 period) after the close of the US market on the 21st, the stock temporarily dropped by about 2% in after-hours trading. In tandem with Nvidia's movement, a considerable number of major semiconductor-related stocks in Japan also saw a decline on the 22nd. However, due to Nvidia's strong performance, there seems to be a great buying opportunity for Japanese semiconductor-related stocks.
Nvidia's earnings for the 8-10 months period of 2023 (3rd quarter of the January 2024 period) reached record highs in revenue and profit, exceeding market expectations. Regarding the reasons for the stock price drop after the earnings announcement, Bloomberg and Nikkei mentioned expectations of a significant decrease in revenue from China operations in the future, as well as the fourth-quarter revenue forecast falling short of some higher estimates.
In addition, Christopher Karso, an analyst from Wolf Research, mentioned in a client report, investors' " Exceptionally high expectations 」(As of the 22nd, Vroom...