SGX:J36Industrials
Did New Buyback, CEO and Mandarin Oriental Deal Just Shift Jardine Matheson’s (SGX:J36) Investment Narrative?
Jardine Matheson Holdings Limited recently reaffirmed its profit guidance for 2025, as it ends the year with stronger underlying earnings, a new US$250 million share buyback, and the completed takeover of luxury hotel group Mandarin Oriental.
Alongside these moves, the appointment of a private‑equity veteran as CEO marks a shift toward an engaged long‑term investor model focused on capital allocation and returns.
We’ll now explore how the new US$250 million share buyback may reshape Jardine...