Added to YB: 2026-02-19
Pitch date: 2026-02-15
JAR.L [neutral]
Jardine Matheson Holdings Limited
+2.24%
current return
Author Info
Company Info
Jardine Matheson Holdings Limited operates in motor vehicles and related operations, property investment and development, food retailing, health and beauty, home furnishings, engineering and construction, and transport businesses in China, Southeast Asia, and internationally.
Market Cap
$23.0B
Pitch Price
$76.50
Price Target
90.00 (+15%)
Dividend
2.88%
EV/EBITDA
8.90
P/E
227.78
EV/Sales
1.73
Sector
Industrial Conglomerates
Category
value
Thoughts on Jardine Matheson
JAR.L (update): Up from $42 (7.5x P/E) to $76 (13.5x P/E). New CEO Lincoln Pan pivot from buybacks/simplification to growth/diversification raises concern—mentions chasing AI datacenters, criticizes public mkts. Original thesis: reach 15-16x P/E ($84-90 target) via GDP growth+dividend
Read full article (4 min)