Mitsui O.S.K. Lines（9104）株式概要
株式会社商船三井は、その子会社とともに、日本、北米、欧州、シンガポール、アジア他、国際的な海運・傭船事業を展開している。 詳細
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Analyst Price Targets
Mitsui O.S.K. Lines, Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥5,476.00 |
| 52週高値 | JP¥7,325.00 |
| 52週安値 | JP¥4,293.00 |
| ベータ | 0.69 |
| 1ヶ月の変化 | -8.20% |
| 3ヶ月変化 | -5.55% |
| 1年変化 | 6.85% |
| 3年間の変化 | 73.84% |
| 5年間の変化 | 252.91% |
| IPOからの変化 | 204.33% |
最新ニュース
Recent updates
分析記事 • 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...分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...株主還元
| 9104 | JP Shipping | JP 市場 | |
|---|---|---|---|
| 7D | -3.1% | -1.1% | 1.9% |
| 1Y | 6.8% | 10.0% | 41.5% |
業界別リターン: 9104過去 1 年間で10 % の収益を上げたJP Shipping業界を下回りました。
リターン対市場: 9104は、過去 1 年間で41.5 % のリターンを上げたJP市場を下回りました。
価格変動
| 9104 volatility | |
|---|---|
| 9104 Average Weekly Movement | 6.2% |
| Shipping Industry Average Movement | 5.6% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
安定した株価: 9104 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 9104の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1884 | 10,500 | Jotaro Tamura | www.mol.co.jp |
株式会社商船三井は、その子会社と共に、日本、北米、欧州、シンガポール、その他のアジア及び国際的な海運及び用船業を営んでいる。ドライバルク事業、エネルギー事業、コンテナ船事業、自動車船事業、ターミナル関連事業、フェリー・内航RORO船事業、客船事業、不動産事業、関連事業を展開している。鉄鉱石、石炭、木材チップ、バイオマス燃料などの原料、肥料、穀物、セメント、塩、鉄鋼製品などの中間財・最終財のドライバルク輸送、海上貨物輸送、10,000隻の船隊の保有・運航、石油タンカー、液化ガス・液化天然ガス運搬船、海洋事業、洋上風力発電エネルギー・海洋プロジェクトの運営などを行っている。また、Ocean Network Expressブランドによるコンテナ輸送、Auto Carrier Expressブランドによる自動車輸送サービス、コンテナターミナル管理、貨物取扱、重量貨物輸送、航空・海上貨物輸送、トラック輸送、通関、倉庫保管、バイヤーズコンソリデーションから成る物流サービスなどの製品輸送サービスも提供している。また、不動産事業、フェリー・内航RORO船事業、クルーズ事業、タグボート運航事業、海事・グローバル人事コンサルティングサービス、旅行事業、金融事業、貿易事業、保険事業、ICTシステム事業、会計事業、石油備蓄事業などの関連事業、海図・燃料・海洋資材・機械などの販売事業、コーポレートベンチャーキャピタル事業も行っている。また、荷役作業、船舶の定期用船及びリース、運航システムの保守・管理及びシステム開発、海運代理店業務等も行っている。商船三井は1884年に設立され、日本の湊に本社を置く。
Mitsui O.S.K. Lines, Ltd. 基礎のまとめ
| 9104 基礎統計学 | |
|---|---|
| 時価総額 | JP¥1.88t |
| 収益（TTM） | JP¥213.26b |
| 売上高(TTM) | JP¥1.83t |
8.8x
PER（株価収益率1.0x
P/Sレシオ9104 は割高か？
公正価値と評価分析を参照収益と収入
| 9104 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥1.83t |
| 売上原価 | JP¥1.50t |
| 売上総利益 | JP¥327.59b |
| その他の費用 | JP¥114.33b |
| 収益 | JP¥213.26b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 07, 2026
| 一株当たり利益（EPS） | 620.65 |
| グロス・マージン | 17.95% |
| 純利益率 | 11.68% |
| 有利子負債／自己資本比率 | 79.2% |
9104 の長期的なパフォーマンスは？
過去の実績と比較を見る| Mitsui O.S.K. Lines 配当日 | |
|---|---|
| 配当落ち日 | Mar 30 2026 |
| 配当支払日 | Jun 26 2026 |
| 配当落ちまでの日数 | 62 days |
| 配当支払日までの日数 | 26 days |
9104 配当は確実ですか？
9104 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/29 15:20 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Mitsui O.S.K. Lines, Ltd. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Ryota Himeno | Barclays |
| Nathan Gee | BofA Global Research |
| Nathan Gee | BofA Global Research |