Letters by company
Mitsubishi Logistics Corporation
2 letters discussing MILGF. Everything written about it on this site is on its ticker page.
- Asset Value Investors Ltd AVI Global Trust Mitsui O.S.K. Lines was added on the view that its fleet and Daibiru stake are materially undervalued, while activist pressure, capital returns and stronger freight markets could narrow the discount; the holding was trimmed after its August rally. AVI agreed to be acquired by Pacific Asset Management while retaining its brand, investment teams and decision-making independence. August 2026 MSLOF $14B
- Asset Value Investors Ltd AVI Global Special Situations AVI Global Special Situations added Korean holdings and established positions in Mitsui O.S.K. Lines and Bio-Rad Laboratories. It argues Mitsui O.S.K. Lines trades below the value of its fleet and Daibiru real-estate stake, while activist pressure, capital-return plans and stronger freight markets could drive a rerating. August 2026 MSLOF $14B
