In today’s briefing:
- Primer: Jardine Matheson Holdings (JM SP) – Oct 2025

Primer: Jardine Matheson Holdings (JM SP) – Oct 2025
- Jardine Matheson is a diversified, Asia-focused conglomerate with a portfolio of market-leading businesses in sectors such as property, retail, automotive, and hospitality.
- The company is currently undergoing a strategic shift from an ‘owner-operator’ model to that of an engaged, investment-focused portfolio company, aiming to enhance long-term shareholder returns.
- While facing headwinds from its exposure to the Hong Kong and mainland China property markets, the company’s diversified portfolio and strong presence in Southeast Asia, particularly through its subsidiary Astra International, provide a degree of resilience and growth potential.
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