Update shared on 27 Nov 2025
Fair value Increased 3.00%Analysts have raised their price target for Jardine Matheson Holdings from $70 to $72.10. This reflects slight improvements in revenue growth expectations as well as a marginally lower discount rate.
What's in the News
- Jardine Matheson Holdings Limited reaffirmed its earnings guidance for 2025, with profit expectations for the full year remaining unchanged. (Key Developments)
- The Board of Directors authorized a buyback plan as of November 3, 2025. (Key Developments)
- Jardine Matheson Holdings announced a share repurchase program to buy back up to $250 million worth of shares. The company intends to reduce capital by cancelling the repurchased shares. The program is valid until 2026. (Key Developments)
Valuation Changes
- Fair Value Estimate has risen slightly from $70 to $72.10.
- Discount Rate has decreased marginally from 8.54% to 8.53%.
- Revenue Growth expectation has increased modestly from 2.42% to 2.46%.
- Net Profit Margin projection has edged down from 6.89% to 6.88%.
- Future P/E Ratio has increased from 9.92x to 10.22x.
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