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日本海事新聞ニュース Japan Maritime Daily Jun 25, 2025 (Wed)

MOL Announces Policy to Boost Dividend Payout Ratio From Next Period

President Hashimoto

　MOL held its general shareholders’ meeting in Tokyo on June 24. Regarding the company’s shareholder ・・・続きはログインして下さいnext %E3%80%80%3Cb%3EMOL%3C%2Fb%3E+held+its+general+shareholders%E2%80%99+meeting+in+Tokyo+on+June+24.+Regarding+the+company%E2%80%99s+shareholder+return+policy%2C+President+Takeshi+Hashimoto+said%2C+%E2%80%9CAs+we+begin+Phase+2+%28FY+2026-FY+2030%29+of+our+management+plan+in+FY+2026%2C+I+believe+we+need+to+increase+our+current+dividend+payout+ratio+of+30%25+a+little+more.%E2%80%9C+He+also+stated%2C+%E2%80%9CAnother+theme+is+the+stabilization+of+dividends%2C+which+have+fluctuated+wildly%2C+and+we+will+be+revising+the+current+minimum+dividend+of+150+yen+a+little+higher.%E2%80%9C+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+has+set+a+%E2%80%9Cdividend+payout+ratio+of+30%25+and+a+minimum+dividend+of+150+yen%E2%80%9C+as+its+shareholder+return+policy+for+Phase+1+%28FY+2023-FY+2025%29+of+its+management+plan+%E2%80%9CBLUE+ACTION+2035+%28BA2035%29.%E2%80%9C+The+annual+dividend+payout+for+this+period+is+planned+to+be+150+yen.+%3Cbr%3E%E3%80%80President+Hashimoto+said%2C+%E2%80%9CI+believe+the+time+has+come+to+switch+to+a+dividend+policy+that+is+appropriate+to+our+company%E2%80%99s+capabilities%2C+scale%2C+and+depth+of+equity+capital+and+that+everyone+can+agree+with+and+support.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%96%A0+Identify+winning+strategies+%3Cbr%3E%E3%80%80During+the+question+and+answer+session%2C+a+shareholder+said%2C+%E2%80%9CWe+want+you+to+talk+about+your+dreams.%E2%80%9C+%3Cbr%3E%E3%80%80President+Hashimoto+said%2C+%E2%80%9CThe+reality+is+that+oligopoly+is+progressing+in+various+business+fields+around+the+world%2C+and+it+is+not+easy+to+find+the+sectors+in+which+you+are+most+competitive+and+determine+your+winning+strategy.+As+a+comprehensive+shipping+company%2C+we+have+been+involved+in+all+kinds+of+shipping+businesses.+While+we+have+lost+market+share+over+the+years+in+some+sectors%2C+other+sectors+have+become+very+strong%2C%E2%80%9C+he+said%2C+explaining+the+current+situation.+%3Cbr%3E%E3%80%80Regarding+%3Cb%3EMOL%3C%2Fb%3E%E2%80%99s+areas+of+strength%2C+he+said%2C+%E2%80%9CGas+logistics%2C+centered+on+LNG+%28liquefied+natural+gas%29%2C+not+limited+to+ships+but+also+including+offshore+and+onshore+facilities%2C+and+gas+logistics+that+also+includes+LPG+%28liquefied+petroleum+gas%29%2C+ethane%2C+hydrogen%2C+and+ammonia%2C+could+be+a+huge+selling+point.+We+definitely+want+to+expand+here%2C%E2%80%9C+he+said.+%3Cbr%3E%E3%80%80He+added%2C+%E2%80%9CAnother+thing+is+that+we+need+to+think+about+where+we+can+demonstrate+our+strengths+overseas%2C+like+we%E2%80%99re+attacking+a+country.+We+are+currently+expanding+various+businesses+in+Southeast+Asia+and+India.+Whether+%3Cb%3EMOL%3C%2Fb%3E+can+further+expand+its+wings+to+South+America+and+Africa+will+be+the+turning+point+that+determines+whether+%3Cb%3EMOL%3C%2Fb%3E+can+become+a+truly+top-class+global+player.%E2%80%9C+%3Cbr%3E%E3%80%80He+also+mentioned+the+importance+of+selecting+businesses.+%E2%80%9CWe+will+continue+to+expand+businesses+in+which+we+can+generate+the+greatest+profits%2C+but+in+some+cases%2C+we+may+have+to+consider+selling+to+other+companies%E2%80%99+businesses+for+which+we+cannot+say+we+are+the+best+owners%2C%E2%80%9C+he+said.+%3Cbr%3E%E3%80%80%E2%96%A0+15-20+ships+in+PG+constantly+%3Cbr%3E%E3%80%80In+response+to+a+question+about+the+impact+of+the+armed+conflict+between+Israel+and+Iran%2C+President+Hashimoto+explained%2C+%E2%80%9CAround+15+to+20+of+our+tankers%2C+LNG+carriers%2C+LPG+carriers%2C+etc.+are+constantly+entering+and+leaving+the+Persian+Gulf+%28PG%29%2C+and+for+now+they+are+continuing+their+normal+navigation.%E2%80%9C+%3Cbr%3E%E3%80%80He+said%2C+%E2%80%9CIf+we+are+unable+to+continue+this%2C+it+will+become+a+very+serious+situation+for+the+Japanese+economy.+Our+first+and+foremost+responsibility+is+to+ensure+the+safety+of+our+crew+and+the+vessels%2C+and+then+we+will+continue+to+maintain+services+to+the+best+of+our+ability.%E2%80%9C+%3Cbr%3E%E3%80%80Regarding+the+impact+if+the+Strait+of+Hormuz+were+to+be+blocked%2C+Senior+Managing+Executive+Officer+Kazuya+Hamazaki+said%2C+%E2%80%9COur+tankers+and+LNG+carriers+currently+have+fixed+revenues+guaranteed+through+time+charter+contracts.+There+won%E2%80%99t+be+much+of+a+direct+impact.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%96%A0+We+want+to+build+in+Japan+%3Cbr%3E%E3%80%80In+response+to+a+question+about+the+newbuilding+program+of+cruise+ships%2C+President+Hashimoto+said%2C+%E2%80%9CWe+would+like+to+build+them+in+Japan+if+possible%2C+but+Japanese+shipyards+are+not+very+enthusiastic+about+building+passenger+ships.+For+this+reason%2C+it+looks+like+we+will+have+no+choice+but+to+build+the+ships+in+Europe.+However%2C+this+would+require+funding+of+around+500+million+euros%2C+and+the+problem+is+that+with+the+weak+yen%2C+ship+prices+would+be+extremely+high.+But+building+them+in+China+is+a+bit+different+from+the+direction+we+want+to+go+right+now.%E2%80%9C+%3Cbr%3E%E3%80%80He+then+said%2C+%E2%80%9CWe+will+continue+to+ask+the+Japanese+shipbuilding+industry+to+build+the+ships.%E2%80%9C+%3Cbr%3E%E3%80%80The+duration+of+this+general+shareholders%E2%80%99+meeting+was+1+hour+and+56+minutes+%281+hour+and+52+minutes+last+time%29%2C+and+the+number+of+shareholders+in+attendance+was+461+%28357+last+time%29%2C+excluding+the+company%E2%80%99s+officers+and+those+who+submitted+proxies.+There+were+13+questions+from+9+shareholders+%2814+questions+from+10+shareholders+last+time%29.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E