J36 Share Price Performance
US$73.24
30.96 (73.23%)
0.5% undervalued intrinsic discount
US$73.58
Fair Value
Price US$73.24
AnalystConsensusTarget US$73.58
AnalystHighTarget US$95.50
AnalystLowTarget US$84.00
Fair ValueUS$73.58
Share Pricen/a
Jardine Matheson Holdings Limited Stock Price
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
J36 Community Narratives
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Fair Value US$73.58 0.5% undervalued intrinsic discount
Share Buybacks And Improved Margins Will Support Robust Expansion Ahead
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Fair Value US$95.5 23.3% undervalued intrinsic discount
Southeast Asia's Urban Rise And E-Commerce Will Unlock New Opportunities
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Fair Value US$84 12.8% undervalued intrinsic discount
Geopolitical Tensions And Regulatory Risks Will Erode Value
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Geopolitical Tensions And Regulatory Risks Will Erode Value
Key Takeaways Overexposure to Greater China and regulatory risks threaten revenue stability, while digital transformation lag risks sustained market share loss to tech-savvy rivals. ESG pressures, high operational complexity, and limited synergies may compress margins, dampen valuations, and constrain shareholder value growth.Read more
23
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AN
US$84
12.8% undervalued intrinsic discount
Fair Value
Revenue
1.84% p.a.
Profit Margin
5.76%
Future PE
15.72x
Price in 2029
US$106.15
Southeast Asia's Urban Rise And E-Commerce Will Unlock New Opportunities
Key Takeaways Strategic management changes, digital investments, and portfolio simplification are expected to drive margin expansion, higher returns, and lower earnings volatility. Strong exposure to premium property and Southeast Asia's rising middle class positions Jardine Matheson for robust long-term profit and asset growth.Read more
39
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AN
US$95.5
23.3% undervalued intrinsic discount
Fair Value
Revenue
3.87% p.a.
Profit Margin
5.4%
Future PE
17.98x
Price in 2029
US$120.75
Share Buybacks And Improved Margins Will Support Robust Expansion Ahead
Key Takeaways Portfolio shifts and targeted investments in high-growth sectors are set to boost profitability and unlock shareholder value as governance improves. Expansions in Southeast Asia and retail modernization position the group for strong revenue growth amid rising regional trade and urbanization trends.Read more
182
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US$73.58
0.5% undervalued intrinsic discount
Fair Value
Revenue
2.34% p.a.
Profit Margin
6.9%
Future PE
10.41x
Price in 2028
US$93.87
Trending Discussion
Recently Updated Narratives
AN
J36: Dividend Visibility And Stable Earnings Guidance Will Support Measured Upside Ahead
Fair Value: US$84 12.8% undervalued intrinsic discount
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J36: Higher Future PE And Dividend Guidance Will Support Stronger Capital Returns
Fair Value: US$95.5 23.3% undervalued intrinsic discount
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J36: Share Buyback And Margin Outlook Will Support A Steady Future
Fair Value: US$73.58 0.5% undervalued intrinsic discount
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Snowflake Analysis
Jardine Matheson Holdings Limited Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 30, 2026
- 3.78
- 27.53%
- 3.24%
- 27.7%
About J36
- Founded
- 1832
- Employees
- n/a
- CEO
- WebsiteView website
Jardine Matheson Holdings Limited operates in motor vehicles and related operations, property investment and development, health and beauty, home furnishings, engineering and construction, and transport businesses in Indonesia, Hong Kong, Macau, Other Southeast Asia, Vietnam, Mainland China, and Rest of the world. It is also involved in providing automotive, financial, transport, and information technology services; heavy equipment distribution, mining contracting and operations; developing, owning, and managing premium and ultra-premium mixed-use and commercial real estate. The company also operates Mannings, Guardian, 7-11, Wellcome, and IKEA retailing businesses; supermarket, health and beauty, convenience, food, home furnishings, and restaurants retails; and invests, manages, and develops property. In addition, it engages in agribusiness business; providing construction and foundation services for building, civil and maritime works; motorcycles and rendering of aftersales services; supplying, installing, and servicing engineering equipment. Jardine Matheson Holdings Limited was founded in 1832 and is based in Hamilton, Bermuda.
