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Opinions David Driscoll
Jardine MathesonJMHLYPAST TOP PICKAug 08, 2013
David DriscollStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Are exposed only 25% to China; rather, Indonesia is their greatest exposure where they collet revenues in the Indonesia rupee, but must show profits in US dollars. In the past year, the rupee has fallen then come back, but this isn't reflected in their earnings yet. It will in the next report. If interest rates fall, then the USD will and Jardine's profit will rise. The dividend grows 6-10% yearly (and could rise higher with a weaker USD), paying 5.5% now. It's like a bond proxy. Lots of room to buy companies.
(Analysts’ price target is $54.61)David DriscollIt has been in Hong Kong for 150 years. The Chinese political pressure has had a negative effect but the underlying performance has improved. It has a number of assets including the Indonesian ones with strength in mining. Buy 3 Hold 2 Sell 0
Darren SissonsDavid Driscoll
Darren SissonsDavid DriscollDarren SissonsThe stock has been flat. A conglomerate across SE Asia. It's a big conglomerate which includes BMW/ Mercedes dealerships, financials, hotels, supermarkets, parts of Ikea and Starbucks franchises. They are also sitting on a ton of cash. Likes this company because they make smart acquisitions.
David DriscollDavid DriscollDavid DriscollDarren Sissons
(A Top Pick September 14/12. Up 0.63%.) This is like a proxy for Southeast Asia investing because they have 15 different companies in their sphere, half of which are doing well, the other half are not. At this level, he is getting very interested in Buying more.