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Jardine Matheson’s strategic transformation ‘not fully priced in’, says DBS in initiation report

Felicia Tan
Felicia Tan • 2 min read
Jardine Matheson’s strategic transformation ‘not fully priced in’, says DBS in initiation report
The bank has a "buy" call and a target price representing an upside of about 45% to Jardine Matheson's last-closed share price as at July 13. Photo: Bloomberg
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DBS Group Research analysts Elizabelle Pang and Sachin Mittal have initiated a “buy” call on Jardine Matheson as they believe the group’s strategic transformation has not been “fully priced in”.

“We have turned more constructive following Jardine Matheson's Investor Day, where management committed to ≥9% annualised five-year TSR (total shareholder return), 5% annual dividend growth, US$4 billion of capital recycling by 2030, and a US$500 million share buyback through 2027,” write Pang and Mittal in their July 13 report.

While these commitments reflect “stronger capital discipline and shareholder alignment”, the stock continues to trade at a holding company discount of 27%, in line with historical averages.

This sugggests investors have “yet to fully recognise the group's transformation amid concerns over earnings visibility, future M&A (mergers and acquisitions) direction and limited near-term catalysts post-Investor Day”.

Jardine Matheson’s targets aside, Pang and Mittal believe divestments - not mergers - could be the group’s next rerating catalyst.

“We believe the market is overlooking management's US$4 billion capital recycling target (excluding Hongkong Land/Astra), despite parent-level divestments historically driving holding company discount narrowing,” they write.

See also: Tng of CGSI maintains 'add' on Food Empire; don't be 'distracted' by 'short term noise'

“Our analysis identified US$5 billion of disposal opportunities, suggesting that the US$4 billion target is achievable,” they add. “Management plans to allocate 50% of recycling proceeds to selective M&A, 25% to dividends and 25% to share buybacks, reinforcing its disciplined capital allocation framework.”

For the next 12 months, Pang and Mittal have a target price of US$90 ($116.31), which represents an upside of 45% to Jardine Matheson’s last-closed price of US$62.05 as at July 13.

The analysts’ estimate is based on a sum-of-the-parts (SOTP) formula, as well as a holdco discount of 25%. There is scope for the discount to narrow as execution improves, note the analysts.

Given that the stock is trading at a forward P/E ratio of 10.2 times or -0.5 standard deviations (s.d.) below its historical average, its current share price represents an “attractive entry point” ahead of anticipated divestment activity and improving sentiment at Astra. Astra, in June, announced that it will conduct share buybacks of up to IDR8 trillion ($571.9 million). The company will also benefit from potential coal production quota hikes, as announced by the Indonesian government, also in June.

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