Jardine Matheson

Broker's Calls

Citi upgrades Jardine Matheson to ‘buy’ from ‘neutral’ on stable cash flow and balance sheet

Citi Research's Choi and Cheung note that Jardine is trading at a 35% discount to its NAV as at its Aug 2 US$35.45 share price.

August 07, 2024

Corporate moves

Hongkong Land reimagines Landmark

Hongkong Land has a billion-dollar plan to transform its largest property in the SAR

July 04, 2024

Conglomerates

Why Jardine Matheson gets a conglomerate discount

JM is probably no exception and is unlikely to escape the conglomerate valuation discount.

July 04, 2024

Insider moves

Hongkong Land shares gained after directors commit to buying shares worth US$960,000 from the open market

As at Dec 31 2023, Hongkong Land's net asset value per share was US$14.49, down 3% from US$14.95 a year earlier

April 23, 2024

Insider moves

Jardine C&C's MD and parent raise respective stakes; ST Engineering continues with buybacks

Jardine C&C's Astra unit in Indonesia did well for FY2023 but the overall growth was weighed down by a weaker business in Vietnam

March 20, 2024

Broker's Calls

CGS sees near term re-rating unlikely for Hongkong Land; DBS more upbeat

Hongkong Land is trading at a quarter to its NAV

March 12, 2024

Results

Jardine C&C reports 6% gain in underlying earnings for FY2023

The proposed dividend will bring the total payout for FY2023 to US$1.18 per share

February 27, 2024

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