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Jardine Matheson
JM-SP
Analysis and Opinions about JM-SP
Signal
Opinion
Expert
WEAK BUY
WEAK BUY
September 14, 2020
It is a conglomerate. It is not an expensive stock. It trades at one of its lowest multiples over the last 10 years. There is a very large shareholder that gets a dividend from it and they have not taken the time to look at the businesses. It is a great play on Asia. It is interesting at this low multiple. It has very manageable debt levels.
Show full opinionHide full opinion
It is a conglomerate. It is not an expensive stock. It trades at one of its lowest multiples over the last 10 years. There is a very large shareholder that gets a dividend from it and they have not taken the time to look at the businesses. It is a great play on Asia. It is interesting at this low multiple. It has very manageable debt levels.
TOP PICK
TOP PICK
December 30, 2019
It's a play on a falling US dollar. Great managers. In 2008, when Hong Kong real estate plunged 50%, JM bought everything they could and doubled their money to the point that they have paid off alot of debt. They have a lot of dry powder. They get paid in EM currencies, so the strong US dollar hurts them. However, they increase their dividend 10% annually for the last decade. Trades at 8x earnings, much better than the market. (Analysts’ price target is $62.31)
Show full opinionHide full opinionIt's a play on a falling US dollar. Great managers. In 2008, when Hong Kong real estate plunged 50%, JM bought everything they could and doubled their money to the point that they have paid off alot of debt. They have a lot of dry powder. They get paid in EM currencies, so the strong US dollar hurts them. However, they increase their dividend 10% annually for the last decade. Trades at 8x earnings, much better than the market. (Analysts’ price target is $62.31)
BUY
BUY
October 28, 2019
Has owned it since 2015. A fantastic company with exposure to Asia, based in Hong Kong (for the past 200-300 years). Are exposed to grocers, car dealerships and a lot of land. In 2008, they went on a buying spree of land at the right time. He's not worried about its volatility due to current street demonstrations. Dividend grows 6-7% annually. A great way to play Asian growth. You need to diversify geographically.
Show full opinionHide full opinionHas owned it since 2015. A fantastic company with exposure to Asia, based in Hong Kong (for the past 200-300 years). Are exposed to grocers, car dealerships and a lot of land. In 2008, they went on a buying spree of land at the right time. He's not worried about its volatility due to current street demonstrations. Dividend grows 6-7% annually. A great way to play Asian growth. You need to diversify geographically.
TOP PICK
TOP PICK
October 25, 2019
They have headquarters in Hong Kong with pan-Asian operations. There is a presence in the UK as well. The company is family owned since the 80s. The dividend has been raised consistently and is an Asian blue chip at a discount.
Show full opinionHide full opinionThey have headquarters in Hong Kong with pan-Asian operations. There is a presence in the UK as well. The company is family owned since the 80s. The dividend has been raised consistently and is an Asian blue chip at a discount.
BUY
BUY
October 11, 2019
The stock has been flat. A conglomerate across SE Asia. It's a big conglomerate which includes BMW/ Mercedes dealerships, financials, hotels, supermarkets, parts of Ikea and Starbucks franchises. They are also sitting on a ton of cash. Likes this company because they make smart acquisitions.
The stock has been flat. A conglomerate across SE Asia. It's a big conglomerate which includes BMW/ Mercedes dealerships, financials, hotels, supermarkets, parts of Ikea and Starbucks franchises. They are also sitting on a ton of cash. Likes this company because they make smart acquisitions.
BUY
BUY
June 21, 2019
Proxy in Southeast Asia. Very diversified. Chinese economy is slow, so they're having difficulty. EMs are getting slammed with the US dollar. They've said this year will be sluggish. Not a lot of debt. Generate a ton of cash flow. Yield is around 2.7%. Trading around 12x earnings. Has no problems adding to it at these prices.
Show full opinionHide full opinionProxy in Southeast Asia. Very diversified. Chinese economy is slow, so they're having difficulty. EMs are getting slammed with the US dollar. They've said this year will be sluggish. Not a lot of debt. Generate a ton of cash flow. Yield is around 2.7%. Trading around 12x earnings. Has no problems adding to it at these prices.
BUY
BUY
March 21, 2019
A conglomerate through South East Asia. They have been around for 250 years. They are selling their insurance business. Good Management team that would take advantage of opportunities.
Show full opinionHide full opinionA conglomerate through South East Asia. They have been around for 250 years. They are selling their insurance business. Good Management team that would take advantage of opportunities.
BUY WEAKNESS
BUY WEAKNESS
February 22, 2019
He has owned this for about 18 years. People get confused because it reports in US dollars despite its presence around the world. A great company that pays a good dividend. It trades at 52 week highs, so he would put it on the radar waiting for a better entry point around $64-$66.
Show full opinionHide full opinionHe has owned this for about 18 years. People get confused because it reports in US dollars despite its presence around the world. A great company that pays a good dividend. It trades at 52 week highs, so he would put it on the radar waiting for a better entry point around $64-$66.
PAST TOP PICK
PAST TOP PICK
February 15, 2019
(A Top Pick Jan 11/18, Up 19%) Still cheap at 14x earnings. Will benefit if US dollar falls, because revenues are in EM currencies. Compiling retained earnings. Dividend rising at 7-10% clip. Still buying more today.
Show full opinionHide full opinion(A Top Pick Jan 11/18, Up 19%) Still cheap at 14x earnings. Will benefit if US dollar falls, because revenues are in EM currencies. Compiling retained earnings. Dividend rising at 7-10% clip. Still buying more today.
BUY
BUY
November 8, 2018
A conglomerate. A low beta stock. Hotels, shoppings and supermarkets and other assets. They just sold an insurance company. Great company for a long term hold. Controlled by a family. Stable.
Show full opinionHide full opinionA conglomerate. A low beta stock. Hotels, shoppings and supermarkets and other assets. They just sold an insurance company. Great company for a long term hold. Controlled by a family. Stable.
PAST TOP PICK
PAST TOP PICK
August 7, 2018
(A Top Pick July 27/17, Up 7%) Still pretty good, compared to Chinese stock market. Like a proxy for investing in Southeast Asia and China, without taking on political risk. Owns IKEAs, some Starbucks, car dealerships, hotels, heavy construction equipment. Leveraged only about 35%. Smart guys.
(A Top Pick July 27/17, Up 7%) Still pretty good, compared to Chinese stock market. Like a proxy for investing in Southeast Asia and China, without taking on political risk. Owns IKEAs, some Starbucks, car dealerships, hotels, heavy construction equipment. Leveraged only about 35%. Smart guys.
TOP PICK
TOP PICK
January 11, 2018
There are 2 big conglomerates in south east Asia, and this is an easy way for Canadian investors to have access to the south-east market with a big conglomerate. The stock has done nothing for the last 5 years, because of the rise in the US$. They report their numbers in US$, but currencies in Indonesia, China, etc. have been falling, so they’ve been hurt. This has a clean balance sheet and they can make acquisitions. 10-year dividend growth rate has been 15%. Dividend yield of 2.5%. (Analysts' price target is $67.)
There are 2 big conglomerates in south east Asia, and this is an easy way for Canadian investors to have access to the south-east market with a big conglomerate. The stock has done nothing for the last 5 years, because of the rise in the US$. They report their numbers in US$, but currencies in Indonesia, China, etc. have been falling, so they’ve been hurt. This has a clean balance sheet and they can make acquisitions. 10-year dividend growth rate has been 15%. Dividend yield of 2.5%. (Analysts' price target is $67.)
COMMENT
COMMENT
August 31, 2017
A great trading company that started back in the 1800s. A very diversified conglomerate. Her only issue is its valuation. It is expensive. It typically trades stronger or rallies if there is a surprise to the upside on a dividend. Prefers to look at some of the underparts they are invested in. Dividend yield of 2.3%.
A great trading company that started back in the 1800s. A very diversified conglomerate. Her only issue is its valuation. It is expensive. It typically trades stronger or rallies if there is a surprise to the upside on a dividend. Prefers to look at some of the underparts they are invested in. Dividend yield of 2.3%.
PARTIAL BUY
PARTIAL BUY
August 21, 2017
He is buying half positions for new clients right now. He has done this because the US dollar has dropped. This is the time of year when their stock price starts to move. If you believe the US$ will continue to fall, then the price should continue to rise. They don’t have a lot of leverage right now. If anything bad occurs they will step into the market to take advantage of opportunities. This is a way to be in Asia.
He is buying half positions for new clients right now. He has done this because the US dollar has dropped. This is the time of year when their stock price starts to move. If you believe the US$ will continue to fall, then the price should continue to rise. They don’t have a lot of leverage right now. If anything bad occurs they will step into the market to take advantage of opportunities. This is a way to be in Asia.
TOP PICK
TOP PICK
July 27, 2017
A big conglomerate that dates all the way back to the 1600s. They have the tentacles throughout China and other Asian countries, including Indonesia, Vietnam, etc. They have hotels, supermarkets, BMW and Mercedes dealerships, IKEA, 7-Eleven and even some Starbucks franchises. They have insurance. They’ve got Hong Kong land. If the Chinese market recovers, the US$ will start to fall and emerging market currencies will start to rise, and this company will start to make bigger profits. (Analysts’ price target is US$63.)
A big conglomerate that dates all the way back to the 1600s. They have the tentacles throughout China and other Asian countries, including Indonesia, Vietnam, etc. They have hotels, supermarkets, BMW and Mercedes dealerships, IKEA, 7-Eleven and even some Starbucks franchises. They have insurance. They’ve got Hong Kong land. If the Chinese market recovers, the US$ will start to fall and emerging market currencies will start to rise, and this company will start to make bigger profits. (Analysts’ price target is US$63.)
Jardine Matheson(JM-SP) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 3
Jardine Matheson(JM-SP) Frequently Asked Questions
What is Jardine Matheson stock symbol?
Jardine Matheson is a OTC stock, trading under the symbol JM-SP on the (). It is usually referred to as or JM-SP
Is Jardine Matheson a buy or a sell?
In the last year, 3 stock analysts published opinions about JM-SP. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is WEAK BUY. Read the latest stock experts' ratings for Jardine Matheson.
Is Jardine Matheson a good investment or a top pick?
Jardine Matheson was recommended as a Top Pick by Paul Harris, CFA on 2020-09-14. Read the latest stock experts ratings for Jardine Matheson.
Why is Jardine Matheson stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Jardine Matheson worth watching?
3 stock analysts on Stockchase covered Jardine Matheson In the last year. It is a trending stock that is worth watching.
What is Jardine Matheson stock price?
On , Jardine Matheson (JM-SP) stock closed at a price of $.
