Jardine Matheson's Potential Divestments Likely Next Rerating Catalyst

Dow Jones

07/13

0646 GMT - Jardine Matheson's potential divestments are likely to be the conglomerate's next major rerating catalyst, say DBS Group Research analysts in a note. The company has committed to around 9% annualized five-year total shareholder returns and other targets for dividends and share buybacks, which reflect stronger shareholder alignment and capital discipline, they say. The stock trades at around 27% holding company discount, which suggests investors have yet to fully price in the company's structural changes. Jardine has around US$5 billion worth of divestment opportunities, they estimate, noting its US$4 billion capital recycling target until 2030. DBS initiates coverage of the company with a buy rating and a US$90 target price. The Singapore-listed shares are down 0.4% at US$61.77. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

July 13, 2026 02:46 ET (06:46 GMT)

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The company has committed to around 9% annualized five-year total shareholder returns and other targets for dividends and share buybacks, which reflect stronger shareholder alignment and capital discipline, they say. The stock trades at around 27% holding company discount, which suggests investors have yet to fully price in the company's structural changes. Jardine has around US$5 billion worth of divestment opportunities, they estimate, noting its US$4 billion capital recycling target until 2030. DBS initiates coverage of the company with a buy rating and a US$90 target price. The Singapore-listed shares are down 0.4% at US$61.77. 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The company has committed to around 9% annualized five-year total shareholder returns and other targets for dividends and share buybacks, which reflect stronger shareholder alignment and capital discipline, they say. The stock trades at around 27% holding company discount, which suggests investors have yet to fully price in the company's structural changes. Jardine has around US$5 billion worth of divestment opportunities, they estimate, noting its US$4 billion capital recycling target until 2030. DBS initiates coverage of the company with a buy rating and a US$90 target price. The Singapore-listed shares are down 0.4% at US$61.77. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 13, 2026 02:46 ET (06:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999000343.SGD","symbol_name":"Schroder Singapore Trust A Dis SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2651966221","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2651966221","pubTimestamp":1783925160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0646 GMT - Jardine Matheson's potential divestments are likely to be the conglomerate's next major rerating catalyst, say DBS Group Research analysts in a note. 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(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 13, 2026 02:46 ET (06:46 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}