JARDINE MATHESON HLDGS LTD(JMHLY)
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Jardine Matheson: China Still Faces Hurdles
Seeking Alpha· 2025-03-27 19:28
Group 1 - The core viewpoint of the article emphasizes the focus on long-only value investment strategies, particularly in international markets, aiming for a portfolio yield of about 4% [1][2] - Jardine Matheson Holdings Limited reported decent results, with most businesses experiencing sequential improvement, either accelerating growth or decelerating declines [2] - The Valkyrie Trading Society is highlighted as a team of analysts sharing high conviction investment ideas that are downside limited and likely to generate non-correlated and outsized returns in the current economic environment [3]
Jardine Matheson: Appealing, But China Remains A Problem Area
Seeking Alpha· 2024-10-02 14:03
If you thought our angle on this company was interesting, you may want to check out our idea room, The Value Lab . We focus on long-only value ideas of interest to us, where we try to find international mispriced equities and target a portfolio yield of about 4% . We've done really well for ourselves over the last 5 years, but it took getting our hands dirty in international markets. If you are a value-investor, serious about protecting your wealth, our gang could help broaden your horizons and give some in ...
JARDINE MATHESON HLDGS LTD(JMHLY) - 2023 Q2 - Earnings Call Transcript
2023-07-31 18:55
Jardine Matheson Holdings Limited (OTCPK:JMHLY) Q2 2023 Earnings Call Transcript July 30, 2023 11:30 PM ET Company Participants Graham Baker - Group Finance Director & Executive Director Graham Baker Good morning, and welcome to the Jardine Matheson Half Year Results Webcast. I'm Graham Baker, Group Finance Director. You should be able to see the slides on your screen and a Q&A box at the bottom of your page. Please submit your questions at any time and I will answer them at the end of the presentation. Thi ...
JARDINE MATHESON HLDGS LTD(JMHLY) - 2022 Q2 - Earnings Call Transcript
2022-07-31 14:27
Jardine Matheson Holdings Limited (OTCPK:JMHLY) Q2 2022 Earnings Conference Call July 28, 2022 6:00 AM ET Company Participants John Witt - Chairman and Managing Director Conference Call Participants George Choi - Citi Jeff Kang - CLSA John Witt Good morning, everyone, and welcome to the Jardine Matheson 2022 Half Year Results Webcast. You should be able to see the slides on your screen at this point. We'll leave plenty of time at the end for Q&A. [Operator Instructions]. This morning, I'll be covering four ...