Mitsui O.S.K. Lines (9104) Panoramica del titolo
Mitsui O.S.K. Lines, Ltd. opera nel settore del trasporto marittimo in Giappone e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
+ 1 più rischio
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Analyst Price Targets
Concorrenti di Mitsui O.S.K. Lines, Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥5,917.00 |
| Massimo di 52 settimane | JP¥7,325.00 |
| Minimo di 52 settimane | JP¥4,293.00 |
| Beta | 0.79 |
| Variazione di 1 mese | -10.39% |
| Variazione a 3 mesi | 22.28% |
| Variazione di 1 anno | 28.66% |
| Variazione a 3 anni | 86.36% |
| Variazione a 5 anni | 270.20% |
| Variazione dall'IPO | 228.84% |
Notizie e aggiornamenti recenti
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).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).Recent updates
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).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).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).
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).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).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.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.
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.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.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).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.Mitsui O.S.K. Lines' (TSE:9104) Problems Go Beyond Weak Profit
Nov 11
Mitsui O.S.K. Lines, Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Nov 069104: 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.There Is A Reason Mitsui O.S.K. Lines, Ltd.'s (TSE:9104) Price Is Undemanding
Oct 23Analysts 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.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.Is It Too Late To Consider Buying Mitsui O.S.K. Lines, Ltd. (TSE:9104)?
Aug 29LNG 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.Earnings Working Against Mitsui O.S.K. Lines, Ltd.'s (TSE:9104) Share Price
Jul 24Mitsui O.S.K. Lines' (TSE:9104) Earnings Are Of Questionable Quality
May 09Rendimenti per gli azionisti
| 9104 | JP Shipping | JP Mercato | |
|---|---|---|---|
| 7D | -3.3% | -2.6% | 0.3% |
| 1Y | 28.7% | 28.0% | 37.6% |
Ritorno vs Industria: 9104 ha trovato corrispondenza nel JP Shipping che ha restituito 28 % nell'ultimo anno.
Rendimento vs Mercato: 9104 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 37.6 % nell'ultimo anno.
Volatilità dei prezzi
| 9104 volatility | |
|---|---|
| 9104 Average Weekly Movement | 6.4% |
| Shipping Industry Average Movement | 5.4% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.5% |
| 10% least volatile stocks in JP Market | 2.4% |
Prezzo delle azioni stabile: 9104 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di 9104 è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1884 | 10,500 | Jotaro Tamura | www.mol.co.jp |
Mitsui O.S.K. Lines, Ltd. opera nel settore del trasporto marittimo in Giappone e a livello internazionale. La società opera attraverso i segmenti Dry Bulk Business, Energy and Offshore Business, Product Transport Business e Associated Businesses. Il segmento Dry Bulk Business possiede e gestisce navi specializzate per vari tipi di carico e navi portarinfuse per carichi quali minerali di ferro, carbone, cereali, legno, trucioli, cemento, fertilizzanti, sale e prodotti siderurgici.
Mitsui O.S.K. Lines, Ltd. Riepilogo dei fondamenti
| 9104 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥2.03t |
| Utili (TTM) | JP¥213.26b |
| Ricavi(TTM) | JP¥1.83t |
9.5x
Rapporto P/E1.1x
Rapporto P/S9104 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 9104 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥1.83t |
| Costo del fatturato | JP¥1.50t |
| Profitto lordo | JP¥327.59b |
| Altre spese | JP¥114.33b |
| Utili | JP¥213.26b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 620.66 |
| Margine lordo | 17.95% |
| Margine di profitto netto | 11.68% |
| Rapporto debito/patrimonio netto | 79.2% |
Come si è comportato 9104 nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.5%
Rendimento attuale del dividendo39%
Rapporto di remunerazione9104 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 9104| Mitsui O.S.K. Lines date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Mar 30 2026 |
| Data di pagamento dei dividendi | Jun 26 2026 |
| Giorni fino al dividendo Ex | 35 days |
| Giorni prima della data di pagamento dei dividendi | 53 days |
9104 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 9104Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/02 17:34 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Mitsui O.S.K. Lines, Ltd. è coperta da 26 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ryota Himeno | Barclays |
| Nathan Gee | BofA Global Research |
| Ryota Himeno | Citigroup Inc |