This summary was created by AI, based on 3 opinions in the last 12 months.
Jardine Matheson (JMHLY-OTC) has recently seen contrasting reviews from analysts regarding its stock performance. One expert noted that despite the challenges faced by emerging markets due to a stronger USD, the announcement of a stimulus package in China has positively impacted the company's stock, leading to a 10% increase. This expert also highlighted the attractive 6% dividend yield that is growing, likening it to a bond investment. Conversely, another analyst pointed out a significant 25% decline in stock value since July, emphasizing the importance of sell discipline in response to the delayed Chinese investment stimulus. Additionally, concerns were raised about revenue sources, notably from Indonesia and China, which are adversely affected by currency conversions and a strong USD. Nonetheless, the dividend remains safe and growing at 6.5%, providing a silver lining amid the uncertainty.
He was expecting Chinese investing stimulus in Q3, but it didn't happen. So, he sold this. You must have sell discipline.
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%.
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.
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)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
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 2025-03-20, Jardine Matheson (JMHLY-OTC) stock closed at a price of $44.13.
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.