Update shared on04 Aug 2025
Fair value Increased 9.10%Driven by a sharp improvement in net profit margin and a lower future P/E, analysts have raised their fair value estimate for Jardine Matheson Holdings from $56.86 to $62.03.
What's in the News
- Lincoln Pan appointed Chief Executive Officer, effective 1 December 2025, succeeding retiring John Witt.
- Lincoln Pan joins from PAG, bringing experience from Willis Towers Watson, Advantage Partners, GE Capital, McKinsey & Company, and past directorships at Cushman & Wakefield plc and Regional Express Holdings Limited.
- John Witt retires from all Jardine Matheson Holdings and affiliate positions on 30 November 2025 but will remain Chairman of Hongkong Land.
- Witt’s tenure recognized for leadership during the pandemic, implementing leadership succession, and simplifying the corporate structure.
- Jardine Matheson Holdings maintains focus on long-term shareholder returns through its Asia-focused, diversified portfolio.
Valuation Changes
Summary of Valuation Changes for Jardine Matheson Holdings
- The Consensus Analyst Price Target has risen from $56.86 to $62.03.
- The Net Profit Margin for Jardine Matheson Holdings has significantly risen from 4.99% to 7.28%.
- The Future P/E for Jardine Matheson Holdings has significantly fallen from 11.74x to 8.78x.
Disclaimer
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