Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Jardine Matheson (JMHLY-OTC) is a company with exposure to both China and Indonesia, reporting in U.S. dollars. Despite the negative effect of Chinese political pressure, the company's underlying performance has improved. With the potential for profit growth due to falling interest rates and a dividend that grows 6-10% yearly, it is considered a good time to accumulate shares. Analysts also see potential for further price growth in the future.

Consensus
Buy
Valuation
Undervalued
PAST TOP PICK
(A Top Pick Dec 19/23, Down 10%)

Most revenues come from Indonesia, so the conversion from rupees to US dollars limits profits. 25% of revenues are in China, mostly commercial real estate. Other revenues are also in southeast Asia, also hurt by the strong USD. The dividend is safe and growing at 6.5%.

0
BUY

It is cheap at 7X forward earnings and pays a dividend over 5%. It reports in U.S. dollars and has some China exposure. It has been down over the past year so it is a good time to accumulate. Buy it on the Singapore exchange if you can.

0
TOP PICK

Are exposed only 25% to China; rather, Indonesia is their greatest exposure where they collet revenues in the Indonesia rupee, but must show profits in US dollars. In the past year, the rupee has fallen then come back, but this isn't reflected in their earnings yet. It will in the next report. If interest rates fall, then the USD will and Jardine's profit will rise. The dividend grows 6-10% yearly (and could rise higher with a weaker USD), paying 5.5% now. It's like a bond proxy. Lots of room to buy companies.

(Analysts’ price target is $54.61)
0
TOP PICK

It has been in Hong Kong for 150 years. The Chinese political pressure has had a negative effect but the underlying performance has improved. It has a number of assets including the Indonesian ones with strength in mining.    Buy 3  Hold 2  Sell 0

0
BUY
Business risk in China and Hong Kong, but the biggest part of their business is in Indonesia. Tentacles in all the EM countries in Southeast Asia. Hotels, grocery stores, car dealerships, IKEAs, Starbucks. Stock's suffered, as they show earnings in USD. He's been buying heavily. 6x earnings, 4% yield. Weaker USD in 2023 should make stock price pop.
0
BUY
It gives great exposure to south east Asia. Their operations have some revenues from China but most from outside of China.
0
WEAK BUY
As prosperity increases across the region, they'll be able to charge higher rents. This is the kind of stock you want to buy if you have a long time horizon and a low beta framework. Good dividend. A good operation, and it's a sleep well at night stock. Reasonably attractive at these levels.
0
BUY
Big conglomerate. Trades at a discount to NAV. An opportunity to buy. Fairly good relations with the Chinese government. A difficult environment, but they will work things out. They've diversified outside of Asia. Should do well later this year.
0
PAST TOP PICK
(A Top Pick Oct 25/19, Down 17%) An asian conglomerate. The Trump put has weighed heavily on Asian stocks. With a Biden presidency, Asia has rallied. They own land in Hong Kong, Thailand and China as well as grocery stores. You get a pan-asian growth path. This is on sale. A high quality franchise.
0
WEAK BUY
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.
0
TOP PICK
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)
0
BUY
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.
0
TOP PICK
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.
0
BUY

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.

0
BUY
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.
0
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Jardine Matheson(JMHLY-OTC) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Jardine Matheson is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Jardine Matheson(JMHLY-OTC) Frequently Asked Questions

What is Jardine Matheson stock symbol?

Jardine Matheson is a American stock, trading under the symbol JMHLY-OTC on the US OTC (JMHLY). It is usually referred to as OTC:JMHLY or JMHLY-OTC

Is Jardine Matheson a buy or a sell?

In the last year, 2 stock analysts published opinions about JMHLY-OTC. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

2 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 2024-07-12, Jardine Matheson (JMHLY-OTC) stock closed at a price of $36.114.