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Stock impact report

Elliott Management Statement on Mitsui O.S.K. Lines, Ltd. [TheStreet.com]

MITSUI O.S.K. LINES U/ADR (MSLOY) 
Company Research Source: TheStreet.com
LONDON April 1, 2026 /PRNewswire/ -- Elliott Investment Management L.P. and Elliott Advisors (UK) Limited ("Elliott"), which advise funds that together have a significant investment in Mitsui O.S.K. Lines, Ltd. ("Mitsui O.S.K." or the "Company"), today issued the following statement: Elliott notes the initiatives outlined in Mitsui O.S.K.'s new Medium-Term Management Plan ("MTMP") as positive steps toward improving shareholder returns and increasing capital efficiency. However, Elliott remains concerned that the MTMP does not go far enough in closing Mitsui O.S.K.'s significant gap in shareholder returns to its peers or concretely addressing the large unrealized gains from vessels and real estate on the Company's balance sheet. Mitsui O.S.K. must more ambitiously confront the factors behind its deep undervaluation. Elliott is committed to working constructively with the Company on the steps needed to achieve its stated goal of trading at a premium to book value. About Elliott E Show less Read more
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