Added to YB: 2025-02-03
Pitch date: 2025-01-31
J36.SI [bullish]
Jardine Matheson Holdings Limited
+83.58%
current return
Author Info
Company Info
Jardine Matheson Holdings Limited, through its subsidiaries, operates in motor vehicles and related operations, property investment and development, food retailing, health and beauty, home furnishings, engineering and construction, and transport businesses in China, Southeast Asia, and internationally.
Market Cap
$13.3B
Pitch Price
$38.10
Price Target
N/A
Dividend
4.95%
EV/EBITDA
7.85
P/E
-28.16
EV/Sales
1.49
Sector
Industrial Conglomerates
Category
value
Jardine Matheson Holdings Part 1
J36.SI: Asian conglomerate w/ 50% profit from Astra (Indonesian auto, finance, heavy equipment). 42.4% stake in Astra (P/E 6, 10% div yield). Other key assets: HK Land (real estate), Zhongsheng (China auto). Trading at 0.5x book vs. historical 2x. Defensive, slow-growing, but undervalued w/ 200-year history & strong SE Asia presence.
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