{
  "spec_version": "3",
  "endpoint": "decisions",
  "stock_code": "9104",
  "company_name": "商船三井",
  "content_lang": "ja",
  "meta_lang": "en",
  "canonical_url": "https://the-shashi.com/tse/9104/",
  "api_url": "/api/9104/decisions.json",
  "updated": "2026-08-05",
  "license": "© 2026 Yutaka Sugiura. All rights reserved.",
  "attribution": "The社史 (the-shashi.com) — https://the-shashi.com/tse/9104/",
  "count": 5,
  "description": "Index of this company's management decisions. One decision = one endpoint: follow api_url for the full dossier (background, the decision itself, outcome, quoted primary sources and references).",
  "decisions": [
    {
      "slug": "osaka-shosen-mitsui-merger-1964",
      "url": "/tse/9104/decisions/osaka-shosen-mitsui-merger-1964/",
      "api_url": "/api/9104/decisions/osaka-shosen-mitsui-merger-1964.json",
      "year": 1964,
      "month": null,
      "type": "merger",
      "tags": [
        "ma-merger",
        "ma-pmi"
      ],
      "title": "海運集約政策のもとでの三井船舶との対等合併と大阪商船三井船舶の発足",
      "subtitle": "6中核体に集まれという国の条件のなかで、誰と組むか——近海の独立系と遠洋の財閥系という、重ならない血統の足し算",
      "status": "implemented",
      "status_label": "実施"
    },
    {
      "slug": "navix-merger-1999",
      "url": "/tse/9104/decisions/navix-merger-1999/",
      "api_url": "/api/9104/decisions/navix-merger-1999.json",
      "year": 1999,
      "month": null,
      "type": "merger",
      "tags": [
        "ma-merger",
        "pf-focus",
        "st-brand"
      ],
      "title": "ナビックスラインとの対等合併と「商船三井」への商号変更",
      "subtitle": "不定期船を自分で造るか、会社ごと取り込むか——船腹過剰を招かずに規模を得るために、35年使った商号を手放した",
      "status": "implemented",
      "status_label": "実施"
    },
    {
      "slug": "lng-stable-shift-2013",
      "url": "/tse/9104/decisions/lng-stable-shift-2013/",
      "api_url": "/api/9104/decisions/lng-stable-shift-2013.json",
      "year": 2013,
      "month": 6,
      "type": "strategy",
      "tags": [
        "bm-model-shift",
        "st-capex"
      ],
      "title": "スポット運賃で稼ぐ不定期船経営からLNG船・長期契約への収益構造の転換",
      "subtitle": "「ばくちの勝率を上げる」と言った社長が、2期連続赤字のあとに20年契約へ回った——相場を読む会社は、読まない稼ぎ方を選べるか",
      "status": "implemented",
      "status_label": "実施"
    },
    {
      "slug": "container-carveout-one-2017",
      "url": "/tse/9104/decisions/container-carveout-one-2017/",
      "api_url": "/api/9104/decisions/container-carveout-one-2017.json",
      "year": 2017,
      "month": null,
      "type": "alliance",
      "tags": [
        "ma-merger",
        "pf-exit"
      ],
      "title": "コンテナ船事業の邦船3社への統合とオーシャンネットワークエクスプレスの設立",
      "subtitle": "売上の4割を占める柱を、なぜ持分法の一行に移したのか——世界シェア2〜3%と、3期続いた部門赤字",
      "status": "implemented",
      "status_label": "実施"
    },
    {
      "slug": "elliott-mol-buyback-2026",
      "url": "/tse/9104/decisions/elliott-mol-buyback-2026/",
      "api_url": "/api/9104/decisions/elliott-mol-buyback-2026.json",
      "year": 2026,
      "month": 3,
      "type": "shareholder_proposal",
      "tags": [
        "cp-activist",
        "cp-finance"
      ],
      "title": "エリオットの3,000億円自社株買い要請と累進配当・総還元性向40%への転換",
      "subtitle": "好況で5倍に膨らんだ自己資本をだれにどう配るか——ONE株式と不動産を抱えた海運大手に、物言う株主が迫る資本効率",
      "status": "proposed",
      "status_label": "進行中"
    }
  ],
  "by_type": [
    {
      "key": "alliance",
      "count": 1,
      "url": "/api/9104/decisions/by-type/alliance.json"
    },
    {
      "key": "merger",
      "count": 2,
      "url": "/api/9104/decisions/by-type/merger.json"
    },
    {
      "key": "shareholder_proposal",
      "count": 1,
      "url": "/api/9104/decisions/by-type/shareholder_proposal.json"
    },
    {
      "key": "strategy",
      "count": 1,
      "url": "/api/9104/decisions/by-type/strategy.json"
    }
  ],
  "by_decade": [
    {
      "key": "1960s",
      "count": 1,
      "url": "/api/9104/decisions/by-decade/1960s.json"
    },
    {
      "key": "1990s",
      "count": 1,
      "url": "/api/9104/decisions/by-decade/1990s.json"
    },
    {
      "key": "2010s",
      "count": 2,
      "url": "/api/9104/decisions/by-decade/2010s.json"
    },
    {
      "key": "2020s",
      "count": 1,
      "url": "/api/9104/decisions/by-decade/2020s.json"
    }
  ]
}