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Mitsui O.S.K.Lines shows firm performance as major domestic securities firm raises target price to 6,200 yen

Tue Jun 9, 2026 12:59 pm JST Catalyst

Mitsui O.S.K.Lines,Ltd. <9104> shares traded firmly on Tuesday. SMBC Nikko Securities raised its target price for Mitsui O.S.K.Lines to 6,200 yen from 5,900 yen on Monday, maintaining its investment rating at "2" on a three-tier scale. The firm noted high uncertainty in the business outlook due to numerous factors affecting performance, including the Strait of Hormuz situation, where navigation is expected to resume in July. SMBC Nikko forecasts that a full reopening of the Strait of Hormuz would weigh on shipping shares amid expectations of an easing vessel supply-demand balance. Conversely, the firm pointed out that freight rates appear to exceed corporate assumptions, suggesting potential for an upward revision to earnings forecasts for the fiscal year ending March 2027. Furthermore, it anticipates that Mitsui O.S.K.Lines' comparative advantage among the top three domestic shipping companies would increase upon normalization of the Middle East situation.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.