
Jardine Strategic Holdings is a global business leader with a diverse portfolio of companies. It was established in 2001 as a holding company for the Jardine Matheson Group.
The company has a strong presence in Asia, with operations in countries such as China, Hong Kong, and Singapore. Its diverse portfolio includes companies in the fields of real estate, food and beverage, and transportation.
Jardine Strategic Holdings is listed on the Singapore Exchange (SGX) and has a market capitalization of over $40 billion. Its shares are widely held by institutional and individual investors.
Investors can access Jardine Strategic Holdings' shareholder information and research through its official website or through various financial portals and platforms.
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Shareholder Information
Jardine Strategic Holdings (JSH) has a significant number of substantial shareholders, with several holding more than a 5% stake in the company.
According to the company's records, Jardine Matheson Holdings Ltd and its subsidiaries hold the largest stake, with 485,756,061 shares (51.43%).
Here are the top shareholders of JSH, along with their respective holding percentages:
Directors' Interests and Trades
Directors' Interests and Trades are publicly disclosed information that can provide valuable insights into a company's inner workings.
The date of change is a crucial piece of information, as it shows when a director's interest or trade was made.
You can find this information in a table format, listing the director, buy/sell action, security type, quantity, trade price, and value of the transaction.
Jardine Strategic Holdings Limited (JSH) is one example of a company that discloses this information, making it easily accessible to the public.
The Changes in Directors' Interest & Trades tool allows you to search for changes and trades across all ASX-listed securities, making it a useful resource for investors and researchers alike.
You can view all changes in directors' interest & trades for JSH or use the tool to search for information across multiple companies.
JSH Substantial Shareholders
JSH Substantial Shareholders play a significant role in the company's decision-making process.
Under ASX rules, large investors and investment funds must disclose their ownership of more than 5% of JSH shares. They are required to provide ongoing substantial notices for any changes of 1% or more.
Large shareholders are often institutional investors, such as Jardine Matheson Holdings Ltd and its subsidiaries, which hold a substantial 51.43% stake in JSH.
Holding percentages are a key indicator of a company's ownership structure. In JSH's case, the largest shareholder holds nearly half of the company's shares.
Here's a breakdown of the top substantial shareholders of JSH:
Other substantial shareholders, such as H K S C C Nom Ltd and Chase Manhattan Nominees Ltd, hold significant stakes in JSH, with 16.51% and 7.44% respectively.
These substantial shareholders have a significant influence on JSH's direction and decision-making processes.
Financial Data
Jardine Strategic Holdings has seen a steady growth in revenue over the past five years, reaching $32.7 billion in 2019.
This growth translates to an annualized rate of 2.7%, a relatively modest but consistent increase.
The company's underlying net profit has risen at a faster pace, with a 4.2% annual growth rate from $1.4 billion in 2015 to $1.7 billion in 2019.
Here are the key financial highlights for Jardine Strategic Holdings from 2015 to 2019:
The company's cash flow from operations has also increased, reaching $4.9 billion in 2019.
However, Jardine Strategic Holdings' share price has not performed as well, falling 34% over the last five years.
Investment Considerations
When investing in Jardine Strategic Holdings, it's essential to consider the company's diverse portfolio of businesses.
The company's diversified portfolio is a significant advantage, with interests in various sectors such as real estate, food and beverage, and transportation.
Jardine Strategic Holdings' long history of stability and success is a testament to its solid business strategies and financial management.
The company's strong balance sheet and cash flow provide a solid foundation for future growth and dividend payments.
Check this out: Strategic Reserve
Dividend History
Jardine Strategic's dividend history is a compelling aspect of its investment profile. The company has consistently increased its dividend per share, with a total of 28.50 US cents paid out in 2015, rising to 35.50 US cents in 2019.
Here's a breakdown of Jardine Strategic's dividend per share and payout ratio over the years:
The dividend payout ratio has remained relatively stable, hovering around 12% since 2015, indicating that the company has room to increase its dividends further.
Key Risk to Note
Jardine Strategic's business could be badly hit if investors are not confident about the future of Hong Kong due to negative press.
Jardine Matheson owns 85% of Jardine Strategic, which means their fortunes are closely tied.
58% of Jardine Matheson's 2019 underlying profit came from Greater China, with a large part coming from Hong Kong.
This significant dependence on Hong Kong's economy makes Jardine Strategic vulnerable to any downturn in the region.
If this caught your attention, see: Dah Chong Hong
Abolition of Shareholder Privilege Rule
The abolition of the shareholder privilege rule has significant implications for investment decisions.
In a landmark case, Jardine Strategic Holdings Ltd v Oasis Investments II Master Fund Ltd and 80 others, the Judicial Committee of the Privy Council abolished the Shareholder Rule, which had precluded companies from asserting legal advice privilege against their shareholders in litigation.
This rule had been in place for almost 140 years, dating back to the decision of Chitty in Gouraud v Edison Gower Bell Telephone Co of Europe in 1888.
The Shareholder Rule is no longer applicable in England and Wales, with the Judicial Committee declaring it a rule without justification.
A unique perspective: V H Group
Frequently Asked Questions
Who is Adam Keswick?
Adam Keswick is a seasoned executive with a long history with the Jardine Group, holding various leadership positions since 2001. He currently serves as chairman of Jardine Pacific and chairman and chief executive of Jardine Motors.
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