Letters by company

Nippon Yusen Kabushiki Kaisha

1 letter discussing NPNYY. 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 $15B