Jardine Matheson Holdings Limited

Thread Rating:
  • 1 Vote(s) - 5 Average
  • 1
  • 2
  • 3
  • 4
  • 5
#32
Hi ghchua,

I am definitely not under an illusion that a comparison taking 5mins to make up, will tell a full story on allocation for tens of billions of market cap. Smile

Since the Taipans already control all 4 of them and none of them are in need of capital thus far (ie. equity fund raising), we can reasonably assume that the singular goal of any particular capital allocation is to maximize the returns. So, it is less probable that they increase into MOI just because lesser capital was invested.

I am not ambitious enough to try to understand nor 2nd guess their capital allocation strategies. I think the Taipans have some good businesses but unfortunately, I prefer to be slightly selective. As such, I have to go into some details especially comparisons about how much more they put in between each other, so as to improve my battling odds.

For example, if they have been increasing their stakes directly, would that suggest lower odds of an equity fund raising?
Reply


Messages In This Thread
Jardine Matheson Holdings Limited - by gautam - 10-11-2013, 10:33 AM
RE: Jardine Matheson Holdings Limited - by Nick - 10-11-2013, 11:13 AM
Jardine Matheson Holdings Limited - by chialc88 - 10-11-2013, 11:22 AM
RE: Jardine Matheson Holdings Limited - by gautam - 10-11-2013, 05:56 PM
RE: Jardine Matheson Holdings Limited - by Nick - 10-11-2013, 06:10 PM
RE: Jardine Matheson Holdings Limited - by gautam - 10-11-2013, 06:26 PM
RE: Jardine Matheson Holdings Limited - by Drizzt - 01-01-2014, 08:14 PM
RE: Jardine Matheson Holdings Limited - by Drizzt - 02-01-2014, 10:05 AM
RE: Jardine Matheson Holdings Limited - by CY09 - 02-01-2014, 01:31 PM
RE: Jardine Matheson Holdings Limited - by fat al - 03-01-2014, 03:25 AM
RE: Jardine Matheson Holdings Limited - by Belg - 20-01-2014, 02:57 PM
RE: Jardine Matheson Holdings Limited - by opmi - 28-03-2014, 08:55 AM
IMS - by ¯|_(ツ)_/¯ - 29-04-2020, 07:58 AM
RE: Jardine Matheson Holdings Limited - by ghchua - 11-06-2024, 04:45 PM
RE: Jardine Matheson Holdings Limited - by ghchua - 11-06-2024, 08:06 PM
RE: Jardine Matheson Holdings Limited - by ghchua - 12-06-2024, 08:59 AM
RE: Jardine Matheson Holdings Limited - by ghchua - 13-06-2024, 08:52 AM
RE: Jardine Matheson Holdings Limited - by weijian - 11-06-2024, 07:58 PM
RE: Jardine Matheson Holdings Limited - by ghchua - 12-06-2024, 09:19 AM
RE: Jardine Matheson Holdings Limited - by gzbkel - 10-11-2024, 04:56 PM

Forum Jump:


Users browsing this thread: 2 Guest(s)