Mitsubishi Electric (ADR) Stock Forum

Buffett's "hint" seems to have resonated with Japanese investors: with the risk of a U.S. recession surging and the dollar appreciation cycle nearing an end, Japan's economy and finance heavily depend on the U.S. Thus, the Japanese market should avoid fighting the cycle, as cheaper entry points may appear in the future.
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“We bought it as fast as we could,” Buffett said in reference to five Japanese trading houses.
It’s “unlikely we will make any large commitments in other countries,” he added.
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Mitsubishi Electric (ADR) (MIELY.US)$ $Mitsubishi Estate (ADR) (MITEY.US)$ $MITSUBISHI MOTOR CORP (MMTOF.US)$ $MITSUBISHI CORP (MSBHF.US)$ $Bank of America (BAC.US)$

Charlie Munger: "If you're as smart as Warren Buffett, maybe two, three times a century, you get an idea like [investing Japanese trading houses in the summer of 2020.]"
One key to the investment's success  was to have Berkshire's credit rating tho said Charlie.
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The valuations of US and Japanese stocks have diverged significantly in recent years when measured by the EV/EBITDA multiple.
What's your exposure to Japanese stocks? Are you planning to increase it due to the attractive valuations?
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Mitsubishi Electric (ADR) (MIELY.US)$ $Mitsubishi Estate (ADR) (MITEY.US)$ $Apple (AAPL.US)$ $Bank of America (BAC.US)$

Mitsubishi Motors will officially decide at today's board meeting to completely withdraw from the Chinese market, Asahi reports.
Mitsubishi Motors sales in fiscal 2022 fell to about a fifth of their peak level.
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When did it start? The day Warren Buffett visited Japan? What did he say? Or do? Was he a messenger of something? Thoughts please.
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BERKSHIRE RAISES STAKES IN JAPAN TRADING COS. TO AVG. OVER 8.5%, FROM 7.4% IN APRIL.
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Sumitomo Mitsui Financial (SMFG.US)$ $Mitsubishi Electric (ADR) (MIELY.US)$ $Mitsubishi Estate (ADR) (MITEY.US)$ $Apple (AAPL.US)$ $Coca-Cola (KO.US)$

These are returns (excl. dividends) of five biggest Japanese trading companies since August 2020 when Warren Buffett bought 5% of each company for his 90th birthday.
Itochu
Marubeni
Mitsubishi
Mitsui
Sumitomo
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Mitsubishi Electric (ADR) (MIELY.US)$ $Mitsubishi Estate (ADR) (MITEY.US)$ $Sumitomo Mitsui Financial (SMFG.US)$ $Bank of America (BAC.US)$ $Occidental Petroleum (OXY.US)$