Mitsui O.S.K. Lines, Ltd.

TSE:9104 株式レポート

時価総額：JP¥1.8t

Mitsui O.S.K. Lines 将来の成長

Future 基準チェック /16

Mitsui O.S.K. Lines利益と収益がそれぞれ年間0.8%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.5% 1.8%なると予測されています。

主要情報

0.8%

収益成長率

1.85%

EPS成長率

Shipping 収益成長-1.7%
収益成長率4.5%
将来の株主資本利益率6.50%
アナリストカバレッジ

Good

最終更新日24 Jun 2026

今後の成長に関する最新情報

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...
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...

Recent updates

ナラティブの更新 • Jun 18

9104: Phase 2 Plan Execution Risk Will Pressure Shares

Analysts have modestly lifted their price target for Mitsui O.S.K. Lines to ¥3,672 from ¥3,580, citing updated assumptions around fair value, discount rate, revenue, profit margin, and future P/E. What’s in the News for Mitsui O.S.K. Lines Mitsui O.S.K. Lines has a Board Meeting scheduled for March 31, 2026, to discuss Phase 2 of its Corporate Management Plan "BLUE ACTION 2035" (source: Key Developments).
ナラティブの更新 • Jun 04

9104: Activist Pressure And Phase 2 Plan Risks Will Weigh On Shares

Analysts have kept their ¥3,580 price target for Mitsui O.S.K. Lines steady, citing updated assumptions that combine a higher discount rate and revenue growth outlook with a lower profit margin and a higher future P/E multiple. What's in the News Board meeting scheduled for March 31, 2026, to discuss Phase 2 of Mitsui O.S.K. Lines' Corporate Management Plan "BLUE ACTION 2035" (Key Developments).
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...

業績と収益の成長予測

TSE:9104 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20292,144,116213,29350,287351,6078
3/31/20282,051,448193,77514,031329,78111
3/31/20272,030,221186,1794,691310,03011
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

アナリストによる今後の成長予測

収入対貯蓄率: 9104の予測収益成長率 (年間0.8% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 9104の収益 ( 0.8% ) JP市場 ( 9.8% ) よりも低い成長が予測されています。

高成長収益: 9104の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 9104の収益 ( 4.5% ) JP市場 ( 6.4% ) よりも低い成長が予測されています。

高い収益成長: 9104の収益 ( 4.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 9104の 自己資本利益率 は、3年後には低くなると予測されています ( 6.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/25 22:00
終値2026/06/25 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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。24

アナリスト機関
Ryota HimenoBarclays
Nathan GeeBofA Global Research
Ryota HimenoCitigroup Inc