Added to YB: 2024-07-03
Pitch date: 2024-07-01
JMHLY [bullish]
Jardine Matheson Holdings Limited
+109.73%
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
$32.95
Price Target
N/A
Dividend
4.95%
EV/EBITDA
7.85
P/E
-28.16
EV/Sales
1.49
Sector
Industrial Conglomerates
Category
value
Superfluous Value: H1 2024 Portfolio Review - Jardine Matheson Holdings Limited
JMHLY: 'Berkshire of Asia' trading at 6.5x P/E, 0.36x P/B, 6% div yield. Diversified play on rising Asian middle class. Cheap valuation, solid management. Expect market sentiment to improve. Early on this deep value opportunity.
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