PR Newswire
LONDON, April 1, 2026
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:
https://mma.prnewswire.com/media/2705826/Elliott_WhiteText_Green_Logo.jpg
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
Elliott Investment Management L.P. (together with its affiliates, «Elliott») manages approximately $79.8 billion of assets as of December 31, 2025. Founded in 1977, it is one of the oldest funds under continuous management. The Elliott funds’ investors include pension plans, sovereign wealth funds, endowments, foundations, funds-of-funds, high net worth individuals and families, and employees of the firm. Elliott Advisors (UK) Limited is an affiliate of Elliott Investment Management L.P.
Media Contacts:
LondonStijn van de GrampelElliott Advisors (UK) LimitedT: +44 20 3009 [email protected]
New YorkStephen SpruiellElliott Investment Management L.P.T: +1 (212) [email protected]
TokyoBrett WallbuttonAshton ConsultingT: +81 (0) 3 [email protected]
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Comparto con muchos la visión de que la universidad, salgo contadas excepciones va muy por detrás del mundo real, con una actitud muy reactiva.
Hace años que salà de ella, aunque continúo ligado, intentando terminar otros estudios que hace tiempo comence (soy un ferviente entusiasta de estar continuamente formándome… aunque solamente sea como intención, y el estar matriculado en alguna asignatura de una 2ª carrera me ayuda en ocasiones a autoexigirme un plus adicional).
Lo penoso es que solamente mantengo relación, muy de vez en cuando, con 2 profesores. Los únicos de los que guardo un buen recuerdo. Y casualidad esta que no son profesionales de la docencia, sino profesionales de la industria privada que están en la docencia por convicción e ilusión personal. Cuánto tiene que aprender la universidad de muchas escuelas de negocios…