Jardine Matheson's Next CEO Could Boost Shareholder Returns -- Market Talk

Dow Jones

Aug 04, 2025

0235 GMT - Conglomerate Jardine Matheson's incoming CEO Lincoln Pan is likely to sharpen the group's focus on shareholder returns, say Citi analysts in a note. Pan has "extensive experience in private equity investments" that could enable the group to deliver stronger returns within its five-year timeline, they say. Jardine Matheson is targeting progressive dividends and growth in share net asset value. The analysts expect Jardine Matheson to receive most of the cash from its subsidiaries' assets sales, which should help the group reduce debt and boost its share price. Citi raises its target price for Jardine Matheson to US$62.50 from US$46.50, while maintaining its buy rating on the stock, which is 0.5% higher at US$56.26. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

August 03, 2025 22:35 ET (02:35 GMT)

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Pan has \"extensive experience in private equity investments\" that could enable the group to deliver stronger returns within its five-year timeline, they say. <a href=\"https://laohu8.com/S/JMHLY\">Jardine Matheson</a> is targeting progressive dividends and growth in share net asset value. The analysts expect Jardine Matheson to receive most of the cash from its subsidiaries' assets sales, which should help the group reduce debt and boost its share price. Citi raises its target price for Jardine Matheson to US$62.50 from US$46.50, while maintaining its buy rating on the stock, which is 0.5% higher at US$56.26. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 22:35 ET (02:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jardine Matheson's Next CEO Could Boost Shareholder Returns -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJardine Matheson's Next CEO Could Boost Shareholder Returns -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-04 10:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0235 GMT - Conglomerate <a href=\"https://laohu8.com/S/JARLF\">Jardine Matheson</a>'s incoming CEO <a href=\"https://laohu8.com/S/LECO\">Lincoln</a> Pan is likely to sharpen the group's focus on shareholder returns, say Citi analysts in a note. Pan has \"extensive experience in private equity investments\" that could enable the group to deliver stronger returns within its five-year timeline, they say. <a href=\"https://laohu8.com/S/JMHLY\">Jardine Matheson</a> is targeting progressive dividends and growth in share net asset value. The analysts expect Jardine Matheson to receive most of the cash from its subsidiaries' assets sales, which should help the group reduce debt and boost its share price. Citi raises its target price for Jardine Matheson to US$62.50 from US$46.50, while maintaining its buy rating on the stock, which is 0.5% higher at US$56.26. (megan.cheah@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 22:35 ET (02:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999004360.SGD","symbol_name":"Nikko AM Shenton Thrift Fund SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556969874","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556969874","pubTimestamp":1754274900,"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":"0235 GMT - Conglomerate Jardine Matheson's incoming CEO Lincoln Pan is likely to sharpen the group's focus on shareholder returns, say Citi analysts in a note. 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Pan has \"extensive experience in private equity investments\" that could enable the group to deliver stronger returns within its five-year timeline, they say. Jardine Matheson is targeting progressive dividends and growth in share net asset value. The analysts expect Jardine Matheson to receive most of the cash from its subsidiaries' assets sales, which should help the group reduce debt and boost its share price. Citi raises its target price for Jardine Matheson to US$62.50 from US$46.50, while maintaining its buy rating on the stock, which is 0.5% higher at US$56.26. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 03, 2025 22:35 ET (02:35 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}