This summary was created by AI, based on 3 opinions in the last 12 months.
Jardine Matheson (JMHLY-OTC) has received mixed reviews from experts, highlighting a range of perspectives about its prospects. One expert noted that the company's stock recently experienced a surge, supported by China's stimulus package aimed at revitalizing the Hong Kong economy, with earnings proving better than anticipated. Another expert, however, expressed disappointment over a lack of expected Chinese investment stimulus, leading to a significant decrease in the stock's value. Concerns were raised regarding currency conversion impacts on revenues, particularly with substantial income originating from Indonesia and China, where a strong USD has affected profitability. Despite the challenges, the company's dividend remains robust and is anticipated to grow, offering some upside for investors willing to hold through market fluctuations.
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%.
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)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
In the last year, 3 stock analysts published opinions about JMHLY-OTC. 3 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.
Jardine Matheson was recommended as a Top Pick by on . Read the latest stock experts ratings for Jardine Matheson.
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.
3 stock analysts on Stockchase covered Jardine Matheson In the last year. It is a trending stock that is worth watching.
On 2025-03-31, Jardine Matheson (JMHLY-OTC) stock closed at a price of $42.025.
Emerging markets are suffering as the USD has gone up. China announced stimulus package in September, and asked this company to get the Hong Kong economy rolling again. As a result, stock popped. Earnings not as bad as expected.
Still getting paid to wait, almost like a bond at 6%, and dividend grows every year. Still buying.