Mitsui O.S.K. Lines, Ltd.

Report azionario TSE:9104

Capitalizzazione di mercato: JP¥1.9t

Mitsui O.S.K. Lines Crescita futura

Criteri Future verificati 0/6

Mitsui O.S.K. Lines prevede che gli utili e i ricavi cresceranno rispettivamente di 0.5% e 2.9% all'anno. Si prevede che l'EPS crescerà di 0.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 6.8% in 3 anni.

Informazioni chiave

0.5%

Tasso di crescita degli utili

0.32%

Tasso di crescita dell'EPS

Shipping crescita degli utili-2.5%
Tasso di crescita dei ricavi2.9%
Rendimento futuro del capitale proprio6.78%
Copertura analitica

Good

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...
Articolo di analisi • 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...

Recent updates

Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Nuova narrazione • 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.
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

TSE:9104 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20292,081,781221,06939,486363,8354
3/31/20281,889,685193,159-37,386324,45510
3/31/20271,915,002180,609-47,310232,30810
3/31/20261,825,098213,260-88,064450,963N/A
12/31/20251,802,240236,047N/AN/AN/A
9/30/20251,744,614295,004-150,863449,957N/A
6/30/20251,772,225371,318N/AN/AN/A
3/31/20251,775,470425,492-93,693360,499N/A
12/31/20241,727,924426,180N/AN/AN/A
9/30/20241,738,438357,556-6,966283,517N/A
6/30/20241,678,678277,599N/AN/AN/A
3/31/20241,627,912261,651-21,039314,202N/A
12/31/20231,572,680276,419N/AN/AN/A
9/30/20231,580,749345,329212,915582,260N/A
6/30/20231,622,384601,436N/AN/AN/A
3/31/20231,611,984796,060283,394549,925N/A
12/31/20221,598,778944,877N/AN/AN/A
9/30/20221,493,5601,035,494264,348418,940N/A
6/30/20221,355,219890,451N/AN/AN/A
3/31/20221,269,310708,819195,300307,637N/A
12/31/20211,188,242512,830N/AN/AN/A
9/30/20211,103,827334,64946,645122,119N/A
6/30/20211,028,829188,708N/AN/AN/A
3/31/2021991,42690,052-5,52198,898N/A
12/31/20201,019,81948,546N/AN/AN/A
9/30/20201,065,74037,238-57,08491,561N/A
6/30/20201,123,72825,841N/AN/AN/A
3/31/20201,155,40432,623-54,381100,723N/A
12/31/20191,159,12055,266N/AN/AN/A
9/30/20191,188,53246,786N/A112,316N/A
6/30/20191,212,79040,830N/AN/AN/A
3/31/20191,234,07726,875N/A55,248N/A
12/31/20181,354,958-56,514N/AN/AN/A
9/30/20181,453,387-54,778N/A36,002N/A
6/30/20181,553,543-54,313N/AN/AN/A
3/31/20181,652,393-47,380N/A98,380N/A
12/31/20171,662,59415,460N/A98,611N/A
9/30/20171,609,7142,322N/A68,408N/A
6/30/20171,547,5789,107N/A41,066N/A
3/31/20171,504,3735,257N/A17,623N/A
12/31/20161,476,529-164,716N/A115,025N/A
9/30/20161,521,099-154,149N/A160,456N/A
6/30/20161,622,867-181,830N/A185,311N/A
3/31/20161,712,223-170,448N/A209,190N/A
12/31/20151,789,29730,765N/A137,060N/A
9/30/20151,831,59530,595N/A119,701N/A
6/30/20151,822,59146,627N/A106,235N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 9104 ( 0.5% all'anno) è inferiore al tasso di risparmio ( 0.8% ).

Guadagni vs Mercato: Si prevede che gli utili di 9104 ( 0.5% all'anno) cresceranno più lentamente rispetto al mercato JP ( 8.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 9104 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 9104 ( 2.9% all'anno) crescerà più lentamente rispetto al mercato JP ( 5.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 9104 ( 2.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 9104 sarà basso tra 3 anni ( 6.8 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/23 08:39
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2026/03/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Ryota HimenoBarclays
Nathan GeeBofA Global Research
Ryota HimenoCitigroup Inc