J P M O R G A N Asia Pacific Equity Research 10 June 2026 Mitsui O.S.K. Lines (9104) Key takeaways from small meeting with president: Negative impact from Middle East situation does not seem that large We attended the first small meeting with President Tamura since he took office. There were no significant updates regarding the new medium-term business plan announced in March, business strategy, or capital policy, but Mitsui O.S.K. Lines (MOL) did provide a new update on the impact of the situation in the M ...