Company Jardine Matheson Holdings Limited London S.E.

Company Jardine Matheson Holdings Limited London S.E.

J36

BMG507361001

Consumer Goods Conglomerates

Analysts' Consensus

Equities

J36

BMG507361001

Consumer Goods Conglomerates

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Jardine Matheson Holdings Limited

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Consumer Goods Conglomerates

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Jardine Matheson Holdings Limited

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Consumer Goods Conglomerates

Market Closed - London S.E. Other stock markets 16:35:27 16/07/2024 BST			5-day change	1st Jan Change
62.5 ^USD	0.00%		0.00%	0.00%

07-16	DFI Retail Group Holdings Limited Announces Board Changes, Effective July 22, 2024	CI
07-16	Mandarin Oriental International Limited Announces Changes to the Board	CI

Jardine Matheson Holdings Limited is a holding company with diversified businesses focused principally on Asia. Along with subsidiaries, the Company operates its business through the following segments: Jardine Pacific, Jardine Motors, Jardine Lloyd Thompson, Hongkong Land, Dairy Farm, Mandarin Oriental, Jardine Cycle & Carriage and Astra. The Company and its subsidiaries provide services in the fields of property investment and development, motor vehicles and related activities, retailing, restaurants, engineering and construction, transport services, insurance broking, hotel investment and management, financial services, heavy equipment, mining and agribusiness.

Number of employees: 443,000

USD in Million	2022	Weight	2023	Weight	Delta
Astra 57.2 %	20,205	53.6 %	20,606	57.2 %	+1.98%
DFI Retail 25.4 %	9,174	24.3 %	9,170	25.4 %	-0.04%
Jardine Pacific 5.9 %	2,079	5.5 %	2,135	5.9 %	+2.69%
Hongkong Land 5.1 %	2,244	5.9 %	1,844	5.1 %	-17.83%
Jardine Cycle & Carriage 4.5 %	1,589	4.2 %	1,629	4.5 %	+2.52%
Mandarin Oriental 1.5 %	454	1.2 %	558	1.5 %	+22.91%
Jardine Motor Interests 0.5 %	2,044	5.4 %	165	0.5 %	-91.93%
Intersegment Transactions -0.2 %	-65	-0.2 %	-58	-0.2 %	-10.77%

USD in Million	2022	Weight	2023	Weight	Delta
South East Asia 69.4 %	25,100	66.5 %	25,019	69.4 %	-0.32%
China 26.7 %	9,366	24.8 %	9,626	26.7 %	+2.78%
Rest of the World 3.1 %	1,126	3.0 %	1,129	3.1 %	+0.27%
United Kingdom 0.8 %	2,132	5.7 %	275	0.8 %	-87.10%

Managers	Title	Age	Since
John Witt CEO	Chief Executive Officer	61	31/12/92
Graham Baker DFI	Director of Finance/CFO	56	31/05/20
Ben Keswick Keswick CHM	Chairman	52	31/12/97
Adam Keswick BRD	Director/Board Member	51	31/12/00
Edward Weatherall BRD	Director/Board Member	66	31/12/75
Jonathan Mark Lloyd IRC	Investor Relations Contact	57	-
Matthew Bland LAW	General Counsel	-	31/03/22
Thomas Tan AUD	Comptroller/Controller/Auditor	-	-
John Koshy LAW	General Counsel	-	-
Stephen Gore PRN	Corporate Officer/Principal	52	31/07/22

Members of the board	Title	Age	Since
Edward Weatherall BRD	Director/Board Member	66	31/12/75
John Witt CEO	Chief Executive Officer	61	31/12/92
Stuart Gulliver BRD	Director/Board Member	64	31/12/18
Ben Keswick Keswick CHM	Chairman	52	31/12/97
Adam Keswick BRD	Director/Board Member	51	31/12/00
Jun Yuan Feng BRD	Director/Board Member	55	04/05/23
Chun Hang Hui BRD	Director/Board Member	62	31/12/93
Wei Kuo Wu BRD	Director/Board Member	53	04/03/15
Graham Baker DFI	Director of Finance/CFO	56	31/05/20
Keyu Jin BRD	Director/Board Member	42	01-30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	290,659,044	193,300,641 ( 66.50 %)	0	66.50 %

Name	Equities	%	Valuation
Keswick Family 13.46 %	39,132,368	13.46 %	1 385 M $
1947 Trust 12.88 %	37,439,391	12.88 %	1 325 M $
Orbis Investment Management Ltd. 5.119 %	14,877,612	5.119 %	526 M $
First Eagle Investment Management LLC 5.062 %	14,714,540	5.062 %	521 M $
Ben Keswick Keswick 3.794 %	11,026,382	3.794 %	390 M $
Adam Keswick 1.249 %	3,629,129	1.249 %	128 M $
Edward Weatherall 0.8073 %	2,346,573	0.8073 %	83 M $
Prusik Investment Management LLP 0.3010 %	875,000	0.3010 %	31 M $
Nikko Asset Management Asia Ltd. 0.2994 %	870,183	0.2994 %	31 M $
Yiu Kai Pang 0.1634 %	475,000	0.1634 %	17 M $

Name	Equities	%	Valuation
European Capital Partners (Luxembourg) SA 0.002320 %	6,742	0.002320 %	238 532 $
C F David Boit 0.001548 %	4,500	0.001548 %	159 210 $
RhumbLine Advisers LP 0.000763 %	2,219	0.000763 %	78 508 $
GAMMA Investing LLC 0.000207 %	601	0.000207 %	21 263 $
PNC Investments LLC 0.000035 %	102	0.000035 %	3 609 $
First Horizon Advisors, Inc. 0.000011 %	32	0.000011 %	1 132 $

Name	Equities	%	Valuation
JARDINE CYCLE & CARRIAGE LIMITED 83.01%	328,066,637	83.01%	6,439,088,550 $
HONGKONG LAND HOLDINGS LIMITED 53.32%	1,176,616,646	53.32%	3,800,471,767 $
DFI RETAIL GROUP HOLDINGS LIMITED 77.54%	1,049,589,171	77.54%	1,994,219,425 $
MANDARIN ORIENTAL INTERNATIONAL LIMITED 85.30%	1,078,029,534	85.30%	1,864,991,094 $
ZHONGSHENG GROUP HOLDINGS LIMITED 21.20%	505,816,116	21.20%	739,862,291 $
NICKEL INDUSTRIES LIMITED 20.00%	857,000,000	20.00%	457,877,960 $

Jardine Matheson Holdings Ltd.

Jardine House 33-35 Reid Street

HM 12, Hamilton

+441-292-0515

http://www.jardines.com

address Jardine Matheson Holdings Limited(J36)

Name	Category and Sector
JMH Treasury Ltd.
Matheson & Co. Ltd. Matheson & Co. Ltd. Investment Banks/BrokersFinance Matheson & Co. Ltd. operates as security brokers. The company was founded in 1848 and is headquartered in London, the United Kingdom.	Investment Banks/Brokers
Mandarin Oriental, Hong Kong Ltd.
DFI RETAIL GROUP HOLDINGS LIMITED	Food Retail
TJ Engineering Services Ltd.
Jardine Matheson Bermuda Ltd.
HONGKONG LAND HOLDINGS LIMITED	Real Estate Development
JSH Treasury Ltd.
HKL Treasury (Singapore) Pte Ltd.
HKL (Treasury Services) Ltd.
The HongKong Land Treasury Services (Singapore) Pte Ltd.	Finance/Rental/Leasing
The Hongkong Land Notes Co. Ltd. (British Virgin Island) The Hongkong Land Notes Co. Ltd. (British Virgin Island) Finance/Rental/LeasingFinance Part of Jardine Matheson Holdings Ltd., The Hongkong Land Notes Co. Ltd. is a special purpose finance company located in British Virgin Islands. The There is no available country named vg company engages in issuing debt securities.	Finance/Rental/Leasing
The Hongkong Land Co., Ltd. The Hongkong Land Co., Ltd. Real Estate DevelopmentFinance Hongkong Land Ltd. provides property investment and real estate development services. The company was founded in 1889 and is headquartered in Hong Kong.	Real Estate Development
The Hongkong Land Property Co., Ltd.
MANDARIN ORIENTAL INTERNATIONAL LIMITED	Hotels/Resorts/Cruise lines
Js Holdings Luxembourg SARL Js Holdings Luxembourg SARL Financial ConglomeratesFinance Part of Jardine Matheson Holdings Ltd., Js Holdings Luxembourg SARL is an investment holding Luxembourger company. The company is located in Luxembourg.	Financial Conglomerates
IKEA Taiwan IKEA Taiwan Specialty StoresRetail Trade Part of DFI Retail Group Holdings Ltd., IKEA Taiwan is a furniture and home decor retailer based in Taipei, Taiwan. The Taiwanese company offers a wide range of furniture and decor items including sofas, coffee tables, bookshelves, TV cabinets, lighting, and pillows. IKEA Taiwan provides various delivery options such as in-store delivery, home delivery, and pick-up at convenience stores. With over 8,500 items available for purchase online, the company also offers monthly discounts for cardholders. The CEO of the company is Caroline Mak.	Specialty Stores
Mandarin Oriental Hyde Park Ltd. Mandarin Oriental Hyde Park Ltd. Hotels/Resorts/Cruise linesConsumer Services Part of Jardine Matheson Holdings Ltd., Mandarin Oriental Hyde Park Ltd. is a luxury hotel offering designer rooms and suites, renowned restaurants, a holistic spa, and stunning wedding venue. The company is based in London, UK. Guests can experience one of the best spas in central London, offering revitalising massage, rejuvenating anti-aging facials, sauna, steam room, swimming pool and more. The hotel also features a restaurant inspired by historic British gastronomy, offering a fun and historic name. Mandarin Oriental Hotels offer world-class accommodations, spas and fine dining experiences across the globe.	Hotels/Resorts/Cruise lines
Jardine Matheson & Co. Ltd. Jardine Matheson & Co. Ltd. AirlinesTransportation Part of Jardine Matheson Holdings Ltd., Jardine Matheson & Co. Ltd. is an investment holding company based in Hong Kong, Hong Kong. The Chinese company was founded in 1906 by William Jardine and operates with interests in air cargo terminal operation.	Airlines
Cold Storage Singapore (1983) Pte Ltd. Cold Storage Singapore (1983) Pte Ltd. Food RetailRetail Trade Founded in 1903, Cold Storage Singapore (1983) Pte Ltd. is a subsidiary of DFI Retail Group Holdings Ltd. The company is based in Singapore, Singapore and offers a wide range of groceries and fresh produce online, including seafood, meats, wines, and more. Customers can enjoy same-day delivery and exclusive online deals, with over 12,000 items to choose from. The Singaporean company also offers a selection of champagne and sparkling wines for customers to discover and enjoy.	Food Retail
The Dairy Farm Co., Ltd. The Dairy Farm Co., Ltd. Food RetailRetail Trade Part of Jardine Matheson Holdings Ltd., The Dairy Farm Co., Ltd. is a Chinese company that operates supermarkets, convenience stores, grocery stores, pharmacies, and restaurants. The company is based in Hong Kong, Hong Kong.	Food Retail
Hyundai Hong Kong Co. Ltd.
The Jardine Engineering Corp. Ltd. The Jardine Engineering Corp. Ltd. Engineering & ConstructionIndustrial Services Part of Jardine Matheson Holdings Ltd., Jardine Engineering Corp. Ltd. is a Chinese company that provides engineering and insights services. The company is based in Hong Kong, Hong Kong. The company was founded in 1923. Noky Wong has been the CEO of the company since 2021.	Engineering & Construction
JMH Co. Ltd. JMH Co. Ltd. Finance/Rental/LeasingFinance Part of Jardine Matheson Holdings Ltd., JMH Co. Ltd. engages in issuing debt securities. The company is based in Road Town, British Virgin Islands.	Finance/Rental/Leasing
Chung Hing Engineers Ltd. Chung Hing Engineers Ltd. Data Processing ServicesTechnology Services Part of Jardine Matheson Holdings Ltd., Chung Hing Engineers Ltd. is a turnkey solution service provider committed to quality design and build of critical environment and facilities. The company is based in Hong Kong, Hong Kong. With decades of experience, they offer a wide range of technical expertise and integration capabilities, including CCTV, surveillance & access control system, electrical & UPS system, EMI/EMC survey, energy profiling, environmental control & facility monitoring system, extra low voltage, control, AV system, fire services system, generator, HVAC, CRAC, chiller system, IT network & wireless infrastructure, raised floor system, structured cabling system, and water detection system. Chung Hing Engineers serves as a dependable long-term partner offering continuous support for clients' growth and development.	Data Processing Services
Zung Fu Co. Ltd. Zung Fu Co. Ltd. Specialty StoresRetail Trade Zung Fu Co. Ltd. retails Mercedes-Benz automobiles in Hong Kong and Macau, with four showrooms and seven service centres. It offers new and pre-owned cars. The company was founded in 1954 and is headquartered in Hong Kong.	Specialty Stores
The Hongkong Land Finance (Cayman Islands) Co. Ltd. The Hongkong Land Finance (Cayman Islands) Co. Ltd. Financial ConglomeratesFinance Part of Jardine Matheson Holdings Ltd., The Hongkong Land Finance (Cayman Islands) Co. Ltd. is a holding Caymanian company. The company is based in George Town, Cayman Islands.	Financial Conglomerates

Trading Rating

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Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

36.25 USD

Average target price

44.96 USD

Spread / Average Target

+24.03%

Consensus

Estimates Revisions

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Consumer Non-Cyclicals

Consumer Goods Conglomerates

Consumer Goods Conglomerates

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Consumer Goods Conglomerates