Mitsui O.S.K. Lines (9104) Aperçu de l'action
Mitsui O.S.K. Lines, Ltd. exerce des activités de transport maritime au Japon et à l'étranger. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 0/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
9104 Community Fair Values
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Analyst Price Targets
Mitsui O.S.K. Lines, Ltd. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | JP¥5,650.00 |
| Plus haut sur 52 semaines | JP¥7,325.00 |
| Plus bas sur 52 semaines | JP¥4,293.00 |
| Bêta | 0.69 |
| Variation sur 1 mois | -7.71% |
| Variation sur 3 mois | 3.84% |
| Variation sur 1 an | 11.84% |
| Variation sur 3 ans | 79.94% |
| Variation sur 5 ans | 287.43% |
| Évolution depuis l'introduction en bourse | 214.00% |
Nouvelles et mises à jour récentes
Article d’analyse • May 13
Weak Statutory Earnings May Not Tell The Whole Story For Mitsui O.S.K. Lines (TSE:9104)
The subdued market reaction suggests that Mitsui O.S.K. Lines, Ltd.'s ( TSE:9104 ) recent earnings didn't contain any...Article d’analyse • May 04
Earnings Update: Mitsui O.S.K. Lines, Ltd. (TSE:9104) Just Reported And Analysts Are Boosting Their Estimates
Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ) just released its yearly report and things are looking bullish. Results were...
Mise à jour du récit • May 03
9104: Activist Pressure And Medium Term Plan Uncertainty Will Weigh On Shares
Analysts have reduced their price target for Mitsui O.S.K. Lines from about ¥3,944 to ¥3,580, citing updated assumptions for revenue growth, higher projected profit margins, a lower discount rate, and a revised future P/E of 6.9x. What's in the News On March 17, 2026, Elliott Investment Management L.P. issued a statement on Mitsui O.S.K. Lines, saying it views the company as having a strong market position and high quality assets but believes the market undervalues the business, and signaled an intention to work with management on an ambitious medium term plan and pursuit of a premium valuation.Recent updates
Article d’analyse • May 13
Weak Statutory Earnings May Not Tell The Whole Story For Mitsui O.S.K. Lines (TSE:9104)
The subdued market reaction suggests that Mitsui O.S.K. Lines, Ltd.'s ( TSE:9104 ) recent earnings didn't contain any...Article d’analyse • May 04
Earnings Update: Mitsui O.S.K. Lines, Ltd. (TSE:9104) Just Reported And Analysts Are Boosting Their Estimates
Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ) just released its yearly report and things are looking bullish. Results were...Mise à jour du récit • May 03
9104: Activist Pressure And Medium Term Plan Uncertainty Will Weigh On Shares
Analysts have reduced their price target for Mitsui O.S.K. Lines from about ¥3,944 to ¥3,580, citing updated assumptions for revenue growth, higher projected profit margins, a lower discount rate, and a revised future P/E of 6.9x. What's in the News On March 17, 2026, Elliott Investment Management L.P. issued a statement on Mitsui O.S.K. Lines, saying it views the company as having a strong market position and high quality assets but believes the market undervalues the business, and signaled an intention to work with management on an ambitious medium term plan and pursuit of a premium valuation.
Mise à jour du récit • Apr 18
9104: Activist Pressure And Phase 2 Plan Will Frame Balanced Outlook
Analysts now keep their price target for Mitsui O.S.K. Lines broadly unchanged at around ¥6,725 per share, reflecting only minimal tweaks to assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Board meeting scheduled for March 31, 2026 to discuss Phase 2 of the Corporate Management Plan "BLUE ACTION 2035", highlighting upcoming decisions on longer term direction (Key Developments).Mise à jour du récit • Apr 04
9104: Activist Engagement And Management Plan Will Shape Balanced Earnings Outlook
Analysts have lifted their price target on Mitsui O.S.K. Lines from about ¥5,700 to roughly ¥6,700, pointing to updated assumptions that include a lower discount rate, modestly higher revenue growth and profit margin expectations, and a slightly richer future P/E multiple. What's in the News Elliott Investment Management issued a statement on March 17, 2026, saying it sees Mitsui O.S.K. Lines as having a strong market position and high quality assets, while arguing the market undervalues the business and signaling plans to engage on an ambitious medium term management plan and premium valuation goals (Key Developments).Mise à jour du récit • Mar 21
9104: Cargo Contracts And Activist Pressure Will Expose Earnings Risk In 2026
Analysts have raised their price target for Mitsui O.S.K. Lines from about ¥5,370 to roughly ¥5,710, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modestly lower future P/E multiple. What's in the News Elliott Investment Management issued a public statement on Mitsui O.S.K. Lines, describing the company as having a strong market position and high quality assets, and indicating it plans to engage with management regarding the upcoming medium term management plan and how the company is valued in the market (Investor activism communication, March 17, 2026, Elliott Investment Management).
Mise à jour du récit • Mar 06
9104: Ethane Carrier JVs And Leadership Changes Will Support Future Upside
Analysts now set their fair value estimate for Mitsui O.S.K. Lines at ¥7,396, up from ¥6,736, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Mitsui O.S.K. Lines has scheduled a board meeting for January 30, 2026, to consider a change of Representative Director (Key Developments).Mise à jour du récit • Feb 19
9104: Cargo Contracts And Leadership Changes Will Support Steady Returns In 2026
Analysts have nudged their price target for Mitsui O.S.K. Lines higher from about ¥5,325 to roughly ¥5,371, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and an adjusted future P/E expectation. What's in the News Mitsui O.S.K. Lines plans a board meeting on January 30, 2026 to consider a change of Representative Director, following earlier discussions on wider personnel changes including Chairman, President, Vice Presidents and Representative Directors on December 19, 2025 (company filings).Mise à jour du récit • Feb 05
9104: Cargo Contracts And Leadership Changes Will Shape Steady Returns In 2026
Analysts have nudged their fair value estimate for Mitsui O.S.K. Lines slightly lower to ¥5,325 from ¥5,340, citing updated assumptions around discount rates, modest positive revenue growth expectations, a steady profit margin profile, and a slightly reduced future P/E outlook. What's in the News Mitsui O.S.K. Lines raised its non consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting revenue of ¥890,000 million, operating profit of ¥59,000 million, and net income of ¥223,000 million.Mise à jour du récit • Jan 21
9104: Ethane Transport JVs And Dividend Policy Will Support Future Upside
Analysts have trimmed their fair value estimate for Mitsui O.S.K. Lines from ¥6,941.11 to ¥6,735.58, reflecting updated assumptions that combine higher revenue growth expectations with a lower profit margin outlook and a slightly higher future P/E multiple. What's in the News Oil and Natural Gas Corporation Limited and Mitsui O.S.K. Lines agreed to form two 50:50 joint venture companies in Gift City, Gandhinagar.Mise à jour du récit • Jan 07
9104: Future Margin Pressure And Leadership Changes Will Weigh On Shares
Analysts have trimmed their fair value estimate for Mitsui O.S.K. Lines from ¥4,080.70 to ¥3,944.42, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher expected future P/E multiple. What's in the News Oil and Natural Gas Corporation and Mitsui O.S.K. Lines signed joint venture and capital contribution agreements on January 5, 2026, to form two 50:50 ethane shipping joint ventures in Gift City.Mise à jour du récit • Dec 21
9104: Rising Dividend Will Drive Attractive Returns Under New Leadership In 2025
Analysts have modestly increased their price target on Mitsui O.S.K. Lines to ¥5,340 from ¥5,327, citing a slightly lower discount rate and a materially improved long term revenue outlook, even as profit margin assumptions edge down and the expected future P E multiple remains broadly unchanged. What's in the News Board approves leadership changes, appointing Jotaro Tamura as Chief Executive Officer effective April 1, 2026, while current CEO Takeshi Hashimoto becomes Representative Director and Chairman of the Board (Board meeting, Dec 19, 2025) Board convenes to resolve a broader slate of personnel changes for chairman, president, vice presidents, and representative directors, signaling a significant governance reshuffle (Board meeting, Dec 19, 2025) Mitsui O.S.K. Lines secures in principle approval to form two 50:50 joint ventures with Oil and Natural Gas Corporation for very large ethane carriers, expanding into ethane transportation and energy logistics (Strategic alliances) Company revises fiscal year ending March 31, 2026 guidance, nudging revenue expectations higher but lowering operating profit and profit attributable to owners of parent, with net income per share now projected at ¥523.16 (Corporate guidance) Dividend forecast for fiscal 2025 raised to a total of ¥200.00 per share, combining an ¥85.00 interim and ¥115.00 year end dividend, reflecting a focus on shareholder returns under the BLUE ACTION 2035 plan (Dividend guidance, Board meeting Nov 4, 2025) Valuation Changes Fair Value Estimate increased slightly to ¥5,340 from ¥5,327, reflecting a modest uplift in the intrinsic value assessment.Mise à jour du récit • Dec 07
9104: Rising Dividend Will Drive Attractive Shareholder Returns In 2025
Analysts have slightly trimmed their price target for Mitsui O.S.K. Lines by approximately ¥9 to reflect a modestly higher discount rate and slightly lower profit margin assumptions, partially offset by improved expectations for revenue growth. What's in the News Oil and Natural Gas Corporation has received in principle board approval to form two 50:50 joint ventures with Mitsui O.S.K. Lines to operate Very Large Ethane Carriers, expanding MOL's presence in ethane and broader energy logistics and supporting India maritime growth plans (company announcement).Mise à jour du récit • Nov 23
9104: Dividend Increase And New Joint Ventures Will Drive Returns In 2025
Analysts have slightly lowered their price target for Mitsui O.S.K. Lines from ¥5,364 to ¥5,336. This change is due to modest adjustments to revenue growth expectations and profit margin forecasts.Article d’analyse • Nov 11
Mitsui O.S.K. Lines' (TSE:9104) Problems Go Beyond Weak Profit
A lackluster earnings announcement from Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ) last week didn't sink the stock price...Article d’analyse • Nov 06
Mitsui O.S.K. Lines, Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ) shareholders are probably feeling a little disappointed, since its shares fell...Mise à jour du récit • Nov 05
9104: Dividend Hike Will Drive Increased Shareholder Returns Into 2025
Analysts have slightly reduced their price target for Mitsui O.S.K. Lines to ¥5,364 from ¥5,409, citing minor adjustments to discount rates, revenue growth, and profit margin assumptions. What's in the News Mitsui O.S.K. Lines revised its earnings guidance for the year ending March 31, 2026.Article d’analyse • Oct 23
There Is A Reason Mitsui O.S.K. Lines, Ltd.'s (TSE:9104) Price Is Undemanding
With a price-to-earnings (or "P/E") ratio of 4.1x Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ) may be sending very bullish...Mise à jour du récit • Oct 22
Analysts Adjust Mitsui O.S.K. Lines Price Target Amid Upbeat Dividend and Earnings Guidance
Analysts have slightly lowered their price target for Mitsui O.S.K. Lines from ¥5,482 to ¥5,409, citing modest shifts in projected growth, profitability, and risk outlook. What's in the News Mitsui O.S.K. Lines has increased its interim dividend forecast from ¥75.00 to ¥85.00 per share.Mise à jour du récit • Oct 08
LNG And Wind Investments Will Secure Opportunities Amid Market Headwinds
Analysts have slightly reduced their price target for Mitsui O.S.K. Lines from ¥5,547 to ¥5,482. They cite adjustments in projected revenue growth and a marginal uptick in the assumed discount rate, while noting stable profit margins.Article d’analyse • Aug 29
Is It Too Late To Consider Buying Mitsui O.S.K. Lines, Ltd. (TSE:9104)?
Let's talk about the popular Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ). The company's shares saw its share price hover...Nouveau récit • Aug 17
LNG And Wind Investments Will Secure Opportunities Amid Market Headwinds
Key Takeaways Investments in greener technologies, energy logistics, and integrated supply chain services diversify revenue and position Mitsui O.S.K. Lines for resilient, high-quality earnings. Strong demand in vehicle transport, stable long-term contracts, and ongoing fleet optimization underpin margin stability and support outperformance amid industry changes.Article d’analyse • Jul 24
Earnings Working Against Mitsui O.S.K. Lines, Ltd.'s (TSE:9104) Share Price
Mitsui O.S.K. Lines, Ltd.'s ( TSE:9104 ) price-to-earnings (or "P/E") ratio of 4x might make it look like a strong buy...Rendement pour les actionnaires
| 9104 | JP Shipping | JP Marché | |
|---|---|---|---|
| 7D | -3.6% | -2.3% | 1.2% |
| 1Y | 11.8% | 12.3% | 42.1% |
Rendement vs Industrie: 9104 correspondait au secteur JP Shipping qui a rapporté 12.3 % au cours de l'année écoulée.
Rendement vs marché: 9104 a sous-performé le marché JP qui a rapporté 42.1 % au cours de l'année écoulée.
Volatilité des prix
| 9104 volatility | |
|---|---|
| 9104 Average Weekly Movement | 6.4% |
| Shipping Industry Average Movement | 5.5% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
Cours de l'action stable: 9104 n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché JP.
Volatilité au fil du temps: La volatilité hebdomadaire de 9104 ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1884 | 10,500 | Jotaro Tamura | www.mol.co.jp |
Mitsui O.S.K. Lines, Ltd. exerce des activités de transport maritime au Japon et à l'étranger. La société opère à travers les segments Dry Bulk Business, Energy and Offshore Business, Product Transport Business, et Associated Businesses. Le segment Dry Bulk Business possède et exploite des navires spécialisés pour différents types de cargaisons, ainsi que des vraquiers pour des cargaisons telles que le minerai de fer, le charbon, les céréales, le bois, les copeaux de bois, le ciment, les engrais, le sel et les produits sidérurgiques.
Mitsui O.S.K. Lines, Ltd. Résumé des fondamentaux
| 9104 statistiques fondamentales | |
|---|---|
| Capitalisation boursière | JP¥1.94t |
| Bénéfices(TTM) | JP¥213.26b |
| Recettes(TTM) | JP¥1.83t |
9.1x
Ratio P/E1.1x
Ratio P/SLe site 9104 est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| 9104 compte de résultat (TTM) | |
|---|---|
| Recettes | JP¥1.83t |
| Coût des recettes | JP¥1.50t |
| Marge brute | JP¥327.59b |
| Autres dépenses | JP¥114.33b |
| Les revenus | JP¥213.26b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 07, 2026
| Résultat par action (EPS) | 620.66 |
| Marge brute | 17.95% |
| Marge bénéficiaire nette | 11.68% |
| Ratio dettes/capitaux propres | 79.2% |
Quelles ont été les performances à long terme de 9104?
Voir les performances historiques et les comparaisonsDividendes
3.6%
Rendement actuel des dividendes32%
Ratio de distributionLe site 9104 verse-t-il des dividendes fiables ?
Voir 9104 l'historique des dividendes et les indices de référence| Mitsui O.S.K. Lines dates des dividendes | |
|---|---|
| Date ex-dividende | Mar 30 2026 |
| Date de paiement du dividende | Jun 26 2026 |
| Jours jusqu'au dividende Ex | 56 days |
| Jours jusqu'à la date de paiement du dividende | 32 days |
Le site 9104 verse-t-il des dividendes fiables ?
Voir 9104 l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 00:18 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Mitsui O.S.K. Lines, Ltd. est couverte par 26 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ryota Himeno | Barclays |
| Nathan Gee | BofA Global Research |
| Ryota Himeno | Citigroup Inc |