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Mitsui O.S.K. Lines, Ltd. Stock Price

TSE:9104 Community·JP¥2.4t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

9104 Share Price Performance

JP¥0
-4906.00 (-100.00%)
JP¥6,731.82
Fair Value
JP¥0
-4906.00 (-100.00%)
Price JP¥0

9104 Community Narratives

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Fair Value JP¥6.73k 3.3% overvalued intrinsic discount

Analysts Adjust Mitsui O.S.K. Lines Price Target Amid Upbeat Dividend and Earnings Guidance

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Fair Value JP¥4.19k 66.2% overvalued intrinsic discount

Rising Decarbonization Costs Will Diminish Global Shipping Returns

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Fair Value JP¥8.6k 19.1% undervalued intrinsic discount

Emerging Markets And Green Shipping Will Empower Growth Despite Challenges

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JP¥4.19k
66.2% overvalued intrinsic discount
Revenue
2.39% p.a.
Profit Margin
8.59%
Future PE
10.35x
Price in 2029
JP¥5.15k

Trending Discussion

No trending discussion available.

Updated Narratives

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9104: Upgraded Earnings Guidance And Leadership Changes Will Support Future Upside

Fair Value: JP¥8.6k 19.1% undervalued intrinsic discount
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9104: Leadership Transition And Ammonia Shipping Contracts Will Underpin Phase 2 Upside

Fair Value: JP¥6.73k 3.3% overvalued intrinsic discount
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9104: Hormuz Transit And Governance Uncertainty Will Pressure Shares

Fair Value: JP¥4.19k 66.2% overvalued intrinsic discount
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Snowflake Analysis

Moderate risk and fair value.

5 Risks
2 Rewards

Mitsui O.S.K. Lines, Ltd. Key Details

JP¥2.1t

Revenue

JP¥1.8t

Cost of Revenue

JP¥354.2b

Gross Profit

JP¥132.7b

Other Expenses

JP¥221.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 09, 2026
644.60
16.68%
10.43%
79.0%
View Full Analysis

About 9104

Founded
1884
Employees
11567
CEO
Jotaro Tamura
WebsiteView website
www.mol.co.jp

Mitsui O.S.K. Lines, Ltd., together with its subsidiaries, provides maritime cargo transport and ship chartering services in Japan, North America, Europe, Singapore, and internationally. It operates through Dry Bulk Business; Energy Business; Container Ship Business; Automobile Transport, Port, and Logistics Business; Ferry/Domestic RORO Ship Business/Cruise Business; Real Estate Business; and Related Businesses segments. The company engages in the dry bulk shipping of raw materials, including iron ore, coal, wood chips, and biomass fuels, as well as intermediate goods and finished products, such as fertilizers, grain, cement, salt, and steel products; owning and operation of oil tankers and liquified gas and liquefied natural gas carriers, as well as carbon solutions, LNG infrastructure, offshore, and offshore wind power energy businesses; and owning and operation of container ships, as well as ocean transportation and onshore storage. It also provides product transport services comprising containership under the Ocean Network Express brand; car carrier under the Auto Carrier Express brand; container terminal management; and logistics services, which include air and ocean freight forwarding, trucking, customs clearance, warehousing, and buyers' consolidation. In addition, the company is involved in land and office building leasing, as well as building management; and owning and operation of ferries and coastal RoRo vessels, as well as cruise ships. Further, it engages in associated businesses, such as tugboat operations; maritime consulting comprising assessment of marine navigation safety, ship mooring, and port function evaluation, as well as investigation of maritime policies; and Global HR consulting, including human resources services, training and development programs, web design and development services, and operation of a matching platform for companies under the Sunrise brand. The company was founded in 1884 and is headquartered in Minato, Japan.

Recent 9104 News & Updates

Narrative Update 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.

Recent updates

No updates

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