Komori
M

Mitsui O.S.K.Lines,Ltd.

9104Transportation and LogisticsMega cap
7,420JPY+4.7%
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Price history
¥7,420Latest+242.5%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Mitsui O.S.K. Lines Group described in this report is a global corporate group centered on ocean shipping. The Group comprises approximately 611 consolidated entities, including 470 consolidated subsidiaries and 141 equity-method affiliates, and its operations are classified into 6 segments: Dry Bulk Business, Energy Business, Product Transport Business, Wellbeing & Lifestyle Business, Related Businesses, and Other. Numerous consolidated subsidiaries, equity-method affiliates, and overseas offices are listed as major affiliated companies for each business category. The business structure is shown below; see the business structure diagram for a list of the major affiliated companies. The Group operates globally, primarily in ocean shipping, and the report lists its major offices and affiliated companies. Historically, it has developed shipping, port, and logistics businesses, including the operation of tramp vessels, wood chip carriers, and Panamax vessels at various points in time. Since April 2024, the Wellbeing & Lifestyle Business, including ports and logistics, has accounted for a larger share of operations. From 2025 onward, the Group acquired an interest in LBC Tank Terminals Group Holding Netherlands Coöperatief U.A. and expanded its chemical logistics business.

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Key numbersShowing 8 of 20
PER
12.86How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.94How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
7.3%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥2.7tnShare price × number of shares. The value of the entire company.
Equity ratio
48.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
7.0%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
68.0%The average annual growth in sales over the past three years.
What to watch next
Progress in accounting and integration following the acquisition of LBC (finalization of purchase price allocation and greater visibility into earnings contributions)
Fiscal 2026 onward (progress reported in the next annual or quarterly disclosures)Impact HighLikelihood Medium
Specific implementation of investment and Core KPI management under BLUE ACTION 2035 Phase 2 (2026–2030), including the use of investment funds and KPI achievement
During the fiscal 2026 plan update processImpact MediumLikelihood Medium
Reassessment of earnings and freight-rate assumptions in response to the resolution or prolongation of the impact of geopolitical factors, including the Strait of Hormuz, on transportation
Reflected in quarterly results and outlook whenever developments occur on the geopolitical frontImpact HighLikelihood Medium
The implementation of fuel oil price and hedging policies, and changes to the foreign-exchange assumptions against the U.S. dollar
Updates to assumptions for the full year and each quarterImpact MediumLikelihood High
Updates on competition law investigations, class-action litigation, and sanctions compliance related to Russia, including changes in the possibility of recognizing provisions or making estimates
When estimation becomes possible or when there is progress from authorities or the courtsImpact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 33.8%
Listed holders 33.8%Everyone else 66.2%
The Master Trust Bank of Japan, Ltd. (Trust Account)17.62%
株式会社日本カストディ銀行 (Trust Account)5.32%
GOLDMAN SACHS INTERNATIONAL2.07%
BNP PARIBAS NEW YORK BRANCH – PRIME BROKERAGE SEGREGATION ACCOUNT1.68%
JP MORGAN CHASE BANK 3857811.34%
Sumitomo Mitsui Banking Corporation1.31%
Mitsui Sumitomo Insurance Company, Limited1.30%
STATE STREET BANK AND TRUST COMPANY 5050011.14%
2 other listed holders2.02%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)17.62
株式会社日本カストディ銀行 (Trust Account)5.32
GOLDMAN SACHS INTERNATIONAL2.07
BNP PARIBAS NEW YORK BRANCH – PRIME BROKERAGE SEGREGATION ACCOUNT1.68
JP MORGAN CHASE BANK 3857811.34
Sumitomo Mitsui Banking Corporation1.31
Mitsui Sumitomo Insurance Company, Limited1.30
STATE STREET BANK AND TRUST COMPANY 5050011.14
2 other listed holders2.02
This company's documents
Filings
Timely disclosures