Mitsui O.S.K. Lines (9104) 주식 개요
미쓰이 O.S.K. 라인은 일본 및 국제 해상 운송 사업을 영위하는 회사입니다. 자세히 보기
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Analyst Price Targets
Mitsui O.S.K. Lines, Ltd. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | JP¥7,240.00 |
| 52주 최고가 | JP¥7,509.00 |
| 52주 최저가 | JP¥4,293.00 |
| 베타 | 0.70 |
| 1개월 변동 | 4.07% |
| 3개월 변동 | 37.54% |
| 1년 변동 | 51.59% |
| 3년 변동 | 60.50% |
| 5년 변동 | 120.06% |
| IPO 이후 변동 | 302.37% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 17
9104: Upgraded Earnings Guidance And Profitability Outlook Will Support Future Upside
The analyst fair value estimate for Mitsui O.S.K. Lines has been revised from ¥8,600 to ¥10,000 as analysts now factor in updated assumptions for discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Mitsui O.S.K. Lines Mitsui O.S.K. Lines raised its consolidated earnings guidance for the first half of the fiscal year ending September 30, 2026, now expecting revenue of ¥1,235,000 million, operating profit of ¥65,000 million, profit attributable to owners of parent of ¥137,000 million, and earnings per share of ¥398.66, compared with earlier guidance.
내러티브 업데이트 • Sep 03
9104: Earnings Guidance Revisions And Leadership Changes Will Shape Next Phase Outlook
Analysts have lifted their fair value estimate for Mitsui O.S.K. Lines from about ¥6,732 to roughly ¥6,923, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook, and future P/E multiple. What's in the News Mitsui O.S.K. Lines raised its consolidated earnings guidance for the first half of the fiscal year ending September 30, 2026, now projecting revenue of ¥1,235,000 million, operating profit of ¥65,000 million, profit attributable to owners of parent of ¥137,000 million, and earnings per share of ¥398.66, compared with earlier guidance figures.Recent updates
내러티브 업데이트 • Sep 17
9104: Upgraded Earnings Guidance And Profitability Outlook Will Support Future Upside
The analyst fair value estimate for Mitsui O.S.K. Lines has been revised from ¥8,600 to ¥10,000 as analysts now factor in updated assumptions for discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Mitsui O.S.K. Lines Mitsui O.S.K. Lines raised its consolidated earnings guidance for the first half of the fiscal year ending September 30, 2026, now expecting revenue of ¥1,235,000 million, operating profit of ¥65,000 million, profit attributable to owners of parent of ¥137,000 million, and earnings per share of ¥398.66, compared with earlier guidance.내러티브 업데이트 • Sep 03
9104: Earnings Guidance Revisions And Leadership Changes Will Shape Next Phase Outlook
Analysts have lifted their fair value estimate for Mitsui O.S.K. Lines from about ¥6,732 to roughly ¥6,923, reflecting updated views on its discount rate, revenue growth assumptions, profit margin outlook, and future P/E multiple. What's in the News Mitsui O.S.K. Lines raised its consolidated earnings guidance for the first half of the fiscal year ending September 30, 2026, now projecting revenue of ¥1,235,000 million, operating profit of ¥65,000 million, profit attributable to owners of parent of ¥137,000 million, and earnings per share of ¥398.66, compared with earlier guidance figures.내러티브 업데이트 • Aug 13
9104: Upgraded Earnings Guidance And Leadership Changes Will Support Future Upside
Analysts have lifted their fair value estimate for Mitsui O.S.K. Lines from ¥7,396 to ¥8,600, reflecting updated assumptions on revenue growth, profit margin, discount rate, and future P/E expectations. What’s in the News for Mitsui O.S.K. Lines Mitsui O.S.K. Lines raised consolidated earnings guidance for the first half of the fiscal year ending September 30, 2026.분석 기사 • Aug 11
Mitsui O.S.K. Lines, Ltd. Beat Revenue Forecasts By 33%: Here's What Analysts Are Forecasting Next
Investors in Mitsui O.S.K. Lines, Ltd. ( TSE:9104 ) had a good week, as its shares rose 8.2% to close at JP¥6,279...내러티브 업데이트 • Jul 30
9104: Leadership Transition And Ammonia Shipping Contracts Will Underpin Phase 2 Upside
Analysts have trimmed their fair value estimate for Mitsui O.S.K. Lines to about ¥6,732, roughly ¥145 below the prior ¥6,877 view, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What’s in the News for Mitsui O.S.K. Lines Mitsui O.S.K. Lines has scheduled a board meeting for Jun 25, 2026.
내러티브 업데이트 • Jul 16
9104: Hormuz Transit And Governance Uncertainty Will Pressure Shares
Analysts have raised their Mitsui O.S.K. Lines price target to about ¥4,187 from roughly ¥3,672, citing updated fair value estimates that incorporate a slightly lower discount rate, more conservative revenue growth assumptions, a modestly higher profit margin outlook, and a richer future P/E multiple. What's in the News for Mitsui O.S.K. Lines Ten Japan linked vessels managed primarily by Mitsui O.S.K. Lines, including six very large crude carriers, have exited the Strait of Hormuz after being stranded during the ongoing Iran war, according to recent news reports.내러티브 업데이트 • Jul 02
9104: Ammonia Shipping Contracts Will Underpin Phase 2 Upside Outlook
The analyst price target for Mitsui O.S.K. Lines has shifted from about ¥6,725 to roughly ¥6,877, with analysts pointing to updated assumptions on revenue growth, profit margins and future P/E as the basis for the new fair value estimate. What's in the News for Mitsui O.S.K. Lines JERA Co Inc has signed time charter agreements with Mitsui O.S.K. Lines and NYK Group to supply four fuel ammonia tankers for the Blue Point Project in Louisiana, marking what is described as the world's first long term deployment of VLGC size carriers dedicated to ammonia transportation.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.주주 수익률
| 9104 | JP Shipping | JP 시장 | |
|---|---|---|---|
| 7D | 2.8% | 2.9% | 1.5% |
| 1Y | 51.6% | 46.5% | 29.1% |
수익률 대 산업: 9104은 지난 1년 동안 46.5%의 수익을 기록한 JP Shipping 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: 9104은 지난 1년 동안 29.1%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 9104 volatility | |
|---|---|
| 9104 Average Weekly Movement | 4.2% |
| Shipping Industry Average Movement | 4.2% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in JP Market | 8.5% |
| 10% least volatile stocks in JP Market | 1.9% |
안정적인 주가: 9104는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 9104의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1884 | 11,567 | Jotaro Tamura | www.mol.co.jp |
미쓰이 O.S.K. 라인은 일본 및 국제 해상 운송 사업에 종사하고 있습니다. 이 회사는 드라이 벌크 사업, 에너지 및 해양 사업, 제품 운송 사업 및 관련 사업 부문을 통해 운영됩니다. 드라이 벌크 사업 부문은 철광석, 석탄, 곡물, 목재, 우드칩, 시멘트, 비료, 소금, 철강 제품 등 다양한 화물 유형에 맞는 특수 선박과 화물용 벌크선을 소유하고 운영합니다.
Mitsui O.S.K. Lines, Ltd. 기초 지표 요약
| 9104 기초 통계 | |
|---|---|
| 시가총액 | JP¥2.49t |
| 순이익 (TTM) | JP¥221.50b |
| 매출 (TTM) | JP¥2.12t |
11.2x
주가수익비율(P/E)1.2x
주가매출비율(P/S)9104는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 9104 손익계산서 (TTM) | |
|---|---|
| 매출 | JP¥2.12t |
| 매출원가 | JP¥1.77t |
| 총이익 | JP¥354.18b |
| 기타 비용 | JP¥132.68b |
| 순이익 | JP¥221.50b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 09, 2026
| 주당순이익(EPS) | 644.60 |
| 총이익률 | 16.68% |
| 순이익률 | 10.43% |
| 부채/자본 비율 | 79.0% |
9104의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Mitsui O.S.K. Lines 배당 일정 | |
|---|---|
| 배당락일 | Sep 29 2026 |
| 배당 지급일 | Nov 30 2026 |
| 배당락일까지 남은 일수 | 9 days |
| 배당 지급일까지 남은 일수 | 71 days |
9104는 안정적으로 배당을 지급합니까?
9104 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/19 02:59 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Mitsui O.S.K. Lines, Ltd.는 24명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ryota Himeno | Barclays |
| Nathan Gee | BofA Global Research |
| Ryota Himeno | Citigroup Inc |