Jardine Matheson Holdings
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AN
Consensus Narrative from 7 Analysts
Mandarin Oriental Will Expand Asset-Light Strategy To Double Management Portfolio
Key Takeaways Jardine Matheson's focus on leadership and shareholder-aligned incentives aims to boost long-term growth, improving management efficiency and net margins. Strategic portfolio adjustments in Hongkong Land, DFI Retail, Mandarin Oriental, and Astra target diverse growth, enhancing recurring income and earnings stability.
View narrativeUS$45.79
FV
7.7% undervalued intrinsic discount4.11%
Revenue growth p.a.
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2 days ago author updated this narrative