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
BUY
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.
0
BUY ON WEAKNESS
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.
0
PAST TOP PICK
(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.
0
BUY
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.
0
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Jardine Matheson(JMHLY-OTC) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

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, 1 stock analyst published opinions about JMHLY-OTC. 1 analyst 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?

1 stock analyst 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 2023-06-09, Jardine Matheson (JMHLY-OTC) stock closed at a price of $50.15.