Jardine Matheson Holdings' Shares Likely Have Further Upside -- Market Talk

Dow Jones

Oct 16, 2025

0143 GMT - Jardine Matheson Holdings' share price likely still has further upside even after a sharp rally over past 12 months, HSBC Global Investment Research analysts say in a note. The conglomerate could see some valuation uplift from capital recycling and value unlocking initiatives at its portfolio companies, the analysts say. Also, special dividends declared by its retail flagship, DFI Retail Group, would improve Jardine Matheson's financial flexibility. Moreover, a positive surprise could come from the declaration of a special dividend by Mandarin Oriental upon a divestment of several floors of One Causeway Bay to Alibaba. The analysts raise the stock's target price to $67.70 from $62.40 while keeping a buy rating. Shares are 0.7% lower at $60.20. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

October 15, 2025 21:43 ET (01:43 GMT)

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The conglomerate could see some valuation uplift from capital recycling and value unlocking initiatives at its portfolio companies, the analysts say. Also, special dividends declared by its retail flagship, <a href=\"https://laohu8.com/S/DFIHY\">DFI Retail</a> Group, would improve <a href=\"https://laohu8.com/S/JMHLY\">Jardine Matheson</a>'s financial flexibility. Moreover, a positive surprise could come from the declaration of a special dividend by <a href=\"https://laohu8.com/S/MAORF\">Mandarin Oriental</a> upon a divestment of several floors of One Causeway Bay to Alibaba. The analysts raise the stock's target price to $67.70 from $62.40 while keeping a buy rating. Shares are 0.7% lower at $60.20. (ronnie.harui@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  October 15, 2025 21:43 ET (01:43 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 Holdings' Shares Likely Have Further Upside -- 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 Holdings' Shares Likely Have Further Upside -- 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\">2025-10-16 09:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0143 GMT - <a href=\"https://laohu8.com/S/JARLF\">Jardine Matheson</a> Holdings' share price likely still has further upside even after a sharp rally over past 12 months, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> Global Investment Research analysts say in a note. The conglomerate could see some valuation uplift from capital recycling and value unlocking initiatives at its portfolio companies, the analysts say. Also, special dividends declared by its retail flagship, <a href=\"https://laohu8.com/S/DFIHY\">DFI Retail</a> Group, would improve <a href=\"https://laohu8.com/S/JMHLY\">Jardine Matheson</a>'s financial flexibility. Moreover, a positive surprise could come from the declaration of a special dividend by <a href=\"https://laohu8.com/S/MAORF\">Mandarin Oriental</a> upon a divestment of several floors of One Causeway Bay to Alibaba. The analysts raise the stock's target price to $67.70 from $62.40 while keeping a buy rating. Shares are 0.7% lower at $60.20. (ronnie.harui@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  October 15, 2025 21:43 ET (01:43 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":"LU1046422090.SGD","symbol_name":"Fidelity Pacific A-SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2575764687","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2575764687","pubTimestamp":1760578980,"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":"0143 GMT - Jardine Matheson Holdings' share price likely still has further upside even after a sharp rally over past 12 months, HSBC Global Investment Research analysts say in a note. The conglomerate could see some valuation uplift from capital recycling and value unlocking initiatives at its portfolio companies, the analysts say. Also, special dividends declared by its retail flagship, DFI Retail Group, would improve Jardine Matheson's financial flexibility. Moreover, a positive surprise could come from the declaration of a special dividend by Mandarin Oriental upon a divestment of several floors of One Causeway Bay to Alibaba. The analysts raise the stock's target price to $67.70 from $62.40 while keeping a buy rating. Shares are 0.7% lower at $60.20. 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The conglomerate could see some valuation uplift from capital recycling and value unlocking initiatives at its portfolio companies, the analysts say. Also, special dividends declared by its retail flagship, DFI Retail Group, would improve Jardine Matheson's financial flexibility. Moreover, a positive surprise could come from the declaration of a special dividend by Mandarin Oriental upon a divestment of several floors of One Causeway Bay to Alibaba. The analysts raise the stock's target price to $67.70 from $62.40 while keeping a buy rating. Shares are 0.7% lower at $60.20. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 15, 2025 21:43 ET (01:43 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"}}}