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JM
Jardine Matheson·Conglomerates·Singapore
Jardine Matheson Holdings Limited is a diversified conglomerate with operations spanning property, retail, engineering, automotive, and financial services across Asia. Headquartered in Singapore, it i...
1 Total1 External0 In-site
JMJardine Matheson
2026-02-14🏭 IndustrialsAnalysis
Externalby Superfluous Value · Substack
Thoughts on Jardine Matheson
The author expresses some concern about the new CEO's focus on growth and new-economy businesses, which could lead to overpaying for fads. He reiterates his original investment thesis of buying a cheap stock and waiting for a re-rating, and sets a target price of $84-90 per share.