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TSE:9104
TSE:9104Shipping

How Elliott’s Activist Push on Capital Allocation and Perception At Mitsui O.S.K. Lines (TSE:9104) Has Changed Its Investment Story

On March 17, 2026, Elliott Investment Management issued a public statement on Mitsui O.S.K. Lines, arguing that the company’s strong market position and high-quality assets are not fully reflected in its current valuation and signaling an intention to engage the board on its upcoming medium-term management plan. This marks a meaningful escalation of shareholder activism around Mitsui O.S.K. Lines, with Elliott explicitly targeting improvements in capital allocation, corporate communication,...
TSE:9432
TSE:9432Telecom

NTT Upgrade 2026 Links Research To Revenue Story For Investors

NTT Research announced its "Upgrade 2026" event, focused on the shift from fundamental research to real world applications. The event will introduce "NTT Research 2.0" and feature industry thought leaders discussing how to move science into market ready products. The announcement highlights NTT's intent to translate its research pipeline into commercially relevant offerings. For investors watching NTT (TSE:9432), the "Upgrade 2026" event sits against a backdrop of mixed but positive longer...