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JMH USD
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Jardin Matheson
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SmallSmall
Supreme |
26-Aug-2026 15:57
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Company resume buying back its shares yesterday SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase:25 August 2026 Total number of shares repurchased: 30,000 shares Price paid per share: US$60.65 The repurchased shares will be cancelled.
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Fiat500
Veteran |
26-Aug-2026 15:32
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No reason this stock keeps getting bashed down! Are there any bad news investors doesn't know? | ||||
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SmallSmall
Supreme |
26-Aug-2026 11:34
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RSI oversold...Hope for a rebound soon USD59.31 -1.50 | ||||
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SmallSmall
Supreme |
04-Aug-2026 08:40
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Company' s share buy backs and directors' purchases yesterday Date of repurchase: 3 August 2026 Total number of shares repurchased: 30,000 shares Price paid per share: US$65.78 a) Name: Lincoln PAN 2 Reason for the notification a) Position/Status: Director Nature of the transaction: Acquisition of 7,500 ordinary shares c) Price(s) : US$66.92 Name: Ming LU 2 Reason for the notification a) Position/Status: Director Nature of the transaction: Acquisition of 7,400 ordinary shares Price : US$66.56919 |
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MrBear12
Supreme |
31-Jul-2026 23:17
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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it's earnings are stable.
problem is: markets don't know how to value it.
But bear does...
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SmallSmall
Supreme |
31-Jul-2026 22:10
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Touches US$70 this morning.....almost a US$10 increase from 1 month ago... One of the most illquid but volatile stock....
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MrBear12
Supreme |
31-Jul-2026 21:04
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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not seeking a fortune,,, only daily portion of salmon.
This counter provides
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tongphlp
Supreme |
31-Jul-2026 13:52
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only for the fortune seekers who are fearless
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Fiat500
Veteran |
31-Jul-2026 13:18
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This stock a bit erratic..Morning went up to 70 bucks n by noon it dropped to 66...Really topsy turvy! | ||||
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MrBear12
Supreme |
29-Jul-2026 13:28
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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most powerful stock on SGX ... on its day, it can gain a few dollars... not for faint hearted. | ||||
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SmallSmall
Supreme |
29-Jul-2026 13:15
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Today this one siao liao +USD2.75 to USD66.86 up 4.29% | ||||
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SmallSmall
Supreme |
14-Jul-2026 09:19
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Jardine Matheson&rsquo s strategic transformation &lsquo not fully priced in&rsquo , says DBS in initiation reportThe bank has a " buy" call and a target price representing an upside of about 45% to Jardine Matheson' s last-closed share price as at July 13. Photo: Bloomberg
DBS Group Research analysts Elizabelle Pang and Sachin Mittal have initiated a &ldquo buy&rdquo call on Jardine Matheson as they believe the group&rsquo s strategic transformation has not been &ldquo fully priced in&rdquo .
&ldquo We have turned more constructive following Jardine Matheson' s Investor Day, where management committed to &ge 9% annualised five-year TSR (total shareholder return), 5% annual dividend growth, US$4 billion of capital recycling by 2030, and a US$500 million share buyback through 2027,&rdquo write Pang and Mittal in their July 13 report. While these commitments reflect &ldquo stronger capital discipline and shareholder alignment&rdquo , the stock continues to trade at a holding company discount of 27%, in line with historical averages. This sugggests investors have &ldquo yet to fully recognise the group' s transformation amid concerns over earnings visibility, future M& A (mergers and acquisitions) direction and limited near-term catalysts post-Investor Day&rdquo . Jardine Matheson&rsquo s targets aside, Pang and Mittal believe divestments - not mergers - could be the group&rsquo s next rerating catalyst. &ldquo We believe the market is overlooking management' s US$4 billion capital recycling target (excluding Hongkong Land/Astra), despite parent-level divestments historically driving holding company discount narrowing,&rdquo they write. &ldquo Our analysis identified US$5 billion of disposal opportunities, suggesting that the US$4 billion target is achievable,&rdquo they add. &ldquo Management plans to allocate 50% of recycling proceeds to selective M& A, 25% to dividends and 25% to share buybacks, reinforcing its disciplined capital allocation framework. &rdquo For the next 12 months, Pang and Mittal have a target price of US$90 ($116.31), which represents an upside of 45% to Jardine Matheson&rsquo s last-closed price of US$62.05 as at July 13. The analysts&rsquo estimate is based on a sum-of-the-parts (SOTP) formula, as well as a holdco discount of 25%. There is scope for the discount to narrow as execution improves, note the analysts. Given that the stock is trading at a forward P/E ratio of 10.2 times or -0.5 standard deviations (s.d.) below its historical average, its current share price represents an &ldquo attractive entry point&rdquo ahead of anticipated divestment activity and improving sentiment at Astra. Astra, in June, announced that it will conduct share buybacks of up to IDR8 trillion ($571.9 million). The company will also benefit from potential coal production quota hikes, as announced by the Indonesian government, also in June. |
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desmodeus
Veteran |
30-Jun-2026 22:41
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It It built its original wealth and empire directly on the 19th-century opium trade in China.
https://www.businesstimes.com.sg/companies-markets/jardine-matheson-from-tea-and-opium-to-diversified-conglomerate
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SmallSmall
Supreme |
30-Jun-2026 20:10
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SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase:30 June 2026 Total number of shares repurchased:85,000 shares Highest price paid per share:US$61.6668 Lowest price paid per share:US$61.5 Weighted average purchase price per share:US$61.5392 The repurchased shares will be cancelled. Details of the person discharging managerial responsibilities / person closely associated a) Name: 1947 Trustee Limited in its capacity as trustee of the 1947 Trust, which includes the Executive Directors of Jardine Matheson Holdings Limited as discretionary objects b) Nature of the transaction: Acquisition of a total of 70,000 ordinary shares c) Price(s) and Volume(s): Price(s) Volume(s) (i) US$63.1976 (ii) US$63.0161 35,000 35,000 d) Aggregated price: Aggregated volume: US$4,417,479.5 70,000
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SmallSmall
Supreme |
25-Jun-2026 23:08
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JARDINE MATHESON HOLDINGS LIMITED (&lsquo JMH&rsquo ) SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase: 25 June 2026 Total number of shares repurchased: 35,000 shares Price paid per share: US$63.2141 The repurchased shares will be cancelled |
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SmallSmall
Supreme |
25-Jun-2026 15:54
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SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase: 24 June 2026 Total number of shares repurchased: 35,000 shares Price paid per share: US$62.3865 The repurchased shares will be cancelled. Current 63.31 +$1.00 |
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SmallSmall
Supreme |
24-Jun-2026 16:24
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SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase: 23 June 2026 Total number of shares repurchased: 50,000 Price paid per share: US$62.1504 The repurchased shares will be cancelled. NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM (1) 1 Details of the person discharging managerial responsibilities / person closely associated a) Name: Ho Yin CHAN (Elton) 2 Reason for the notification a) Position/Status: Chief Executive of Jardine Pacific b) Initial notification/Amendment: Initial Notification 3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor a) Name: Jardine Matheson Holdings Limited b) LEI: 2138009KENVUNWOLPK41 4 Details of the transaction(s): section to be repeated for (i) each type of instrument (ii) each type of transaction (iii) each date and (iv) each place where transactions have been conducted a) Description of the financial instrument: Ordinary shares of US cents 25 each Identification code: BMG507361001 b) Nature of the transaction: Acquisition of a total of 18,400 ordinary shares c) Price(s) and Volume(s): Price(s) Volume(s) (i) US$62.47 (ii) US$62.53 500 17,900 d) Aggregated price: Aggregated volume: US$1,150,522 18,400 e) Date of the transaction: (i) 24 June 2026 (ii) 24 June 2026 f) Place of the transaction: (i) Singapore Exchange (XSES) (ii) Singapore Exchange (XSES) 2 NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM (2) 1 Details of the person discharging managerial responsibilities / person closely associated a) Name: Stephen Patrick GORE 2 Reason for the notification a) Position/Status: Managing Director, Investments b) Initial notification/Amendment: Initial Notification 3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor a) Name: Jardine Matheson Holdings Limited b) LEI: 2138009KENVUNWOLPK41 4 Details of the transaction(s): section to be repeated for (i) each type of instrument (ii) each type of transaction (iii) each date and (iv) each place where transactions have been conducted a) Description of the financial instrument: Ordinary shares of US cents 25 each Identification code: BMG507361001 b) Nature of the transaction: Acquisition of 19,300 ordinary shares c) Price(s) and Volume(s): Price(s) Volume(s) US$62.43 19,300 d) Aggregated price: Aggregated volume: US$1,204.899 19,300 e) Date of the transaction: 24 June 2026 f) Place of the transaction: Singapore Exchange (XSES) 3 NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM (3) 1 Details of the person discharging managerial responsibilities / person closely associated a) Name: 1947 Trustee Limited in its capacity as trustee of the 1947 Trust, which includes the Executive Directors of Jardine Matheson Holdings Limited as discretionary objects 2 Reason for the notification a) Position/Status: In its capacity as trustee of the 1947 Trust, which includes the Executive Directors of Jardine Matheson Holdings Limited as discretionary objects and is a person closely associated with certain Directors of Jardine Matheson Holdings Limited b) Initial notification/Amendment: Initial Notification 3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor a) Name: Jardine Matheson Holdings Limited b) LEI: 2138009KENVUNWOLPK41 4 Details of the transaction(s): section to be repeated for (i) each type of instrument (ii) each type of transaction (iii) each date and (iv) each place where transactions have been conducted a) Description of the financial instrument: Ordinary shares of US cents 25 each Identification code: BMG507361001 b) Nature of the transaction: Acquisition of a total of 70,000 ordinary shares c) Price(s) and Volume(s): Price(s) Volume(s) (i) US$63.1475 (ii) US$62.2875 35,000 35,000 d) Aggregated price: Aggregated volume: US$4,390,225 70,000 e) Date of the transaction: (i) 22 June 2026 (ii) 23 June 2026 f) Place of the transaction: (i) Singapore Exchange (XSES) (ii) Singapore Exchange (XSES) |
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SmallSmall
Supreme |
23-Jun-2026 10:23
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COMPANY SHARE BUYBACK AND DIRECTORS PURCHASE SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase: 22 June 2026 Total number of shares repurchased: 35,000 Price paid per share: US$62.5235 The repurchased shares will be cancelled 1 Details of the person discharging managerial responsibilities / person closely associated a) Name: Matthew BLAND 2 Reason for the notification a) Position/Status: General Counsel b) Initial notification/Amendment: Initial Notification 3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor a) Name: Jardine Matheson Holdings Limited b) LEI: 2138009KENVUNWOLPK41 4 Details of the transaction(s): section to be repeated for (i) each type of instrument (ii) each type of transaction (iii) each date and (iv) each place where transactions have been conducted a) Description of the financial instrument: Ordinary shares of US cents 25 each Identification code: BMG507361001 b) Nature of the transaction: Acquisition of 5,500 ordinary shares Price : US$62.4778 Date of the transaction: 22 June 2026 |
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SmallSmall
Supreme |
22-Jun-2026 14:53
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The following notification dated 22 June 2026 in respect of Jardine Matheson Holdings Limited was lodged with the Financial Conduct Authority in the United Kingdom: &ldquo JARDINE MATHESON HOLDINGS LIMITED (&lsquo JMH&rsquo ) SHARE REPURCHASE Please be advised of the following market repurchase by JMH of its ordinary shares: Date of repurchase: 19 June 2026 Total number of shares repurchased: 35,000 shares Highest price paid per share: US$65.15 Lowest price paid per share: US$63.72 Weighted average purchase price per share: US$64.7426 The repurchased shares will be cancelled. |
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SmallSmall
Supreme |
19-Jun-2026 18:44
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BROKERS&rsquo TAKE DBS sees 46% upside for Jardine Matheson analysts expect it to surpass &lsquo conservative&rsquo targets They see JMH&rsquo s goals as &lsquo achievable minimum yardsticks&rsquo that reinforce the group&rsquo s strategic transformation story
[SINGAPORE] Analysts are generally upbeat about Jardine Matheson Holdings : J36 +2.32% (JMH) following its inaugural Investor Day on Tuesday (Jun 16). The Hong Kong-based group announced various targets then, including dividend growth of at least 5 per cent annually to 2030 and a US$500 million share buyback programme running to end-2027. Led by recently appointed chief executive Lincoln Pan, the group also aims to deliver annual five-year total shareholder returns of at least 9 per cent through to 2030, and is committed to recycling at least US$4 billion in capital from its portfolio (excluding commitments from subsidiaries Hongkong Land and Astra). It is also looking to build at least US$200 million in additional profit after tax and minority interests through inorganic acquisitions. Analysts see the new long-term targets as conservative but &ldquo achievable minimum yardsticks&rdquo that reinforce the conglomerate&rsquo s strategic transformation story. They are maintaining their positive share-price outlooks, with Macquarie Equity Research looking at upside potential of 32.2 per cent from JMH&rsquo s closing price on Tuesday of US$63.55. DBS Group Research predicted 46.3 per cent gains in a note on Wednesday. Over the past month, Singapore and London-listed JMH and subsidiary Jardine Cycle & Carriage : C07 +0.88% (Jardine C& C) have seen their shares tumble 12 per cent and 16 per cent, respectively. They closed at US$63.29 and S$27.18, respectively, on Thursday. Conservative shareholder return target CGS International (CGSI) said in a research note on Wednesday that it observed a generally cautious tone during the analyst Q & A session, with concerns mostly centred on the lack of long-term revenue and net profit guidance. There was also focus on the &ldquo seemingly conservative total shareholder return target, as JMH had already achieved 8.8 per cent in 2025, on a five-year annualised basis&rdquo . |
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