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Jardin Matheson
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JurongW
Elite |
25-Mar-2026 21:28
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
23-Mar-2026 18:45
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
20-Mar-2026 18:04
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
17-Mar-2026 18:08
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
16-Mar-2026 18:32
Yells: "Earnings give weight, Chart give wings" |
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ozone2002
Supreme |
12-Mar-2026 10:49
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Citi also joined in the fun CITI Research Jardine Matheson (JARD.SI) (Raising TP to US$87) - Still in Early Innings in the Value Creation Game Key takeaways from new CEO Lincoln Pan&rsquo s first ever JM analyst briefing: (1) Top near-term priorities for him are Astra (holding himself personally accountable by having 1-year TSR as one of his short-term financial KPIs) and hiring professional people for JM. He also intends to reinvest most of his short-term incentive compensation back in JM shares. (2) He will also be measured on his ability to create &ldquo alpha&rdquo above the budgeted underlying cash flows of JM&rsquo s portfolio. (3) He thinks JM is too concentrated in earnings from two locations (HK and Indonesia), and management will look for opportunities to diversify into developed Asian markets (Mainland China is not off the table). We maintain our Buy rating on JM and raise our TP from US$69.50 to US$87 (on higher market value of its listed subs), still applying an 18% target discount (the stock is now trading at ~30% NAV discount).
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ozone2002
Supreme |
12-Mar-2026 10:43
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Goldman Sachs' s upgrade always welcomed Goldman Sachs Research Jardine Matheson (BUY, TP: US$95.50) - FY25 Inline Commits to DPS Growth in FY26 - Buy (on CL). We reiterate Buy (on CL) on Jardine Matheson and fine-tune our 12m TP to US$95.50following inline FY25 results where underlying profit grew +11% YoY to HK$1.68bn, driven by DFI (+35% YoY) and Jardine Pacific (+28% YoY). New CEO Lincoln Pan' s first results briefing emphasized TSR as the governing KPI, with US$4.8bn capital recycled in FY25 (more than the prior four years combined), and the group turned to net cash of US$41mn at year-end. Management guides stable FY26 earnings with at least +4% YoY DPS growth to US$2.45+, and an Investor Day on June 16 should provide further strategic clarity valuation at -34% holdco NAV discount, 0.7x P/B and 12x FY26E P/E does not look demanding. |
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ozone2002
Supreme |
11-Mar-2026 08:42
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*Jardine Matheson* ' s underlying profit for FY2025 up 11% YoY to US$1.7 billion. Declares higher dividend of US$2.35 per share (prior US$2.25). &ldquo We are beginning to implement a more active JMH capital allocation strategy, evidenced by the recycling of US$4.8 billion in capital across the Group in 2025 and our clean parent balance sheet. Our focus in 2026 will be to continue recycling capital from lower-yielding assets and assets we do not control, and to redeploy this capital toward opportunities with returns above our hurdle rate to enhance and expand our core businesses. 2026 will be an extremely busy and productive year ahead.&rdquo Said its CEO Lincoln Pan.
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JurongW
Elite |
10-Mar-2026 23:11
Yells: "Earnings give weight, Chart give wings" |
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MrBear12
Supreme |
10-Mar-2026 22:50
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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yes I have this...
this tests our patience ... 🐻
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JurongW
Elite |
10-Mar-2026 22:27
Yells: "Earnings give weight, Chart give wings" |
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Definitely, but it never cross my mind to invest in this stock due to my limited resources. Do you have this stock in your portfolio? Anyway, JMH just announced its full year results. See below for your reading: ======================================================================================================================== Jardine Matheson Holdings Limited (JMH) &ndash 2025 Preliminary Announcement of Results Strong performance as Jardines builds investment flexibility Highlights 5Y Total Shareholder Return (TSR) 8.8% p.a. US$4.8bn in capital recycled# across the Group in 2025 and US$2.8bn re-invested as capital expenditure in the portfolio JMH parent free cash flow^ up 7% to US$933m Full year dividend 4% higher at US$2.35 per share Underlying net profit* 11% higher at US$1.68bn. Underlying EPS US$5.72, up 9% Reported net profit at US$1.11bn, up US$1.58bn from the prior year. JMH parent company balance sheet net cash positive Privatisation of Mandarin Oriental completed in January 2026 Jardines delivered an improved performance in 2025, driven by sustainable growth in underlying earnings and active capital recycling which resulted in an improved 5Y TSR. Our efforts to strengthen management teams and boards across our portfolio, including at Jardine Matheson, has seen clearer strategies with sustainable earnings improvement across the portfolio. Ben Keswick, Executive Chairman We are beginning to implement a more active JMH capital allocation strategy, evidenced by the recycling of US$4.8 billion in capital across the Group in 2025 and our clean parent balance sheet. Our focus in 2026 will be to continue recycling capital from lower-yielding assets and assets we do not control, and to redeploy this capital toward opportunities with returns above our hurdle rate to enhance and expand our core businesses. 2026 will be an extremely busy and productive year ahead. Lincoln Pan, Chief Executive Officer https://links.sgx.com/1.0.0/corporate-announcements/ISS6MQ7X75MO3Y84/877985_JMH.pdf
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MrBear12
Supreme |
10-Mar-2026 19:26
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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This has shot up over the year. Now closer to 80... must have a lot of share buy backs... ... JurongW will probably be impressed! |
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MrBear12
Supreme |
22-Oct-2025 05:59
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Hit 71 ytd.
Hot stock! How now?? |
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ozone2002
Supreme |
23-Sep-2025 11:17
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Joelton
Supreme |
01-Aug-2025 11:10
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Jardine Matheson reports 45% growth in H1 underlying profit to US$798 million
Revenue for the period down 1% at US$17.1 billion from US$17.3 billion a year prior
[SINGAPORE] Jardine Matheson Holdings (JMH) : J36 -4.17% reported a 45 per cent growth in underlying profit for the first half of the 2025 financial year to US$798 million from US$550 million in H1 2024.
The growth was driven by most of JMH&rsquo s companies, but was partially offset by conglomerate Astra International&rsquo s lower contribution, the group said in a bourse filing on Thursday (Jul 31).
Revenue for the period inched down 1 per cent to US$17.1 billion from US$17.3 billion a year prior. JMH also reversed from a loss of US$40 million in H1 2024 to earnings of US$528 million.
The group&rsquo s portfolio companies made progress in implementing strategies in the latest H1. Hongkong Land&rsquo s sale of nine office floors and selected retail space netted US$810 million. The real estate developer had also completed 67 per cent of its US$200 million share buyback programme as at Jul 28. A new investment management team established this year will focus on capital recycling, new investments and third-party capital raising.
DFI Retail is focused on simplifying its portfolio and divesting non-core businesses. The company sold its stake in Yonghui and Robinsons Retail and announced the disposal of its Singapore food business. It announced a special dividend, funded by the disposals, which JMH will use to reduce its net debt.
JMH&rsquo s board has declared an interim dividend of US$0.60 per share, unchanged from H1 2024. The dividend will be paid on Oct 15. It recently announced the appointment of Lincoln Pan as chief executive officer with effect from Dec 1, succeeding John Witt.
It expects results for the full year to be broadly in line with last year&rsquo s, excluding the impact of Hongkong Land&rsquo s impairments recognised in 2024.
The company is focused on longer-term returns, and the five-year total shareholder return in particular. &ldquo This focus, together with strengthened leadership teams and boards executing new strategies in many of our portfolio companies, make Jardines well-positioned to drive mid and long-term value and growth. The company&rsquo s guidance in respect of full-year performance remains unchanged,&rdquo said Ben Keswick, executive chairman of JMH.
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MrBear12
Supreme |
16-Jul-2025 18:18
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Now it is up another 20 per cent.
Still some way to go up
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MrBear12
Supreme |
14-Mar-2025 12:12
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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from 39.5 to 43.5 thereabouts
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lsyiat
Veteran |
14-Mar-2025 12:10
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10 percent equal 4 dollar, you sure?
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MrBear12
Supreme |
13-Mar-2025 16:13
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Not much snalyst coverage except for bear research.
But has gone up almost 10 percent since result out on Monday.10th March.
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MrBear12
Supreme |
11-Mar-2025 19:06
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Sti down over two percent. This rose over three percent.
Shld consider holding some. I hold a little.
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