Jardine Matheson: SUPER Zahlen, Aktienrückkauf, Kurs +20% - 500 Beiträge pro Seite

[Frakt@l]

Jardine Matheson (WKN 869502) hat heute Halbjahreszahlen bekanntgegeben, die sehr gut ausgefallen sind.
Gleichzeitig wurde ein Aktienrückkauf angekündigt über 100 Millionen Aktien zu Kursen zwischen 4,80 US$ und
5,50 US$. Eventuell wird das sogar auf 165 Millionen Aktien ausgedehnt. Das wären 20% vom Aktienkapital.
(Jardine ist in London und Singapur (in US$) notiert). Der Aktienkurs ist heute daraufhin in Frankfurt
bei hohen Umsätzen um 19,1% auf 5,30 Euro (ebG) gestiegen. Das KGV 2001 liegt immer noch um die 10, die
Aktie ist also nach wie vor extrem günstig.

Die Veröffentlichung der Halbjahreszahlen ist verbunden mit einer Reihe von sehr guten Nachrichten, die zeigen,
dass dieser asiatische Blue Chip endlich wieder voll da ist und die alte Stärke wiederfindet. Die Jardine Matheson
Holding ist in allen Bereichen (Immobilien, Handel, Lebensmittel, Technologie, Finanz/Versicherung, Hotels, ...)
vorwiegenden im asiatischen Raum tätig.

Hier einige Originalmeldungen. Näheres auf der Homepage http://www.jardine-matheson.com:

3rd August 2000

The following announcement was today issued to the London Stock Exchange.

Jardine Matheson Holdings Limited

Interim Report 2000 Highlights

Profits return to growth
Asian markets strengthen
Robert Fleming stake sold for US$1.2 billion
Share repurchase offer launched

Results




3rd August 2000

The following announcement was today issued to the London Stock Exchange.

Jardine Matheson Holdings Limited

Interim Report 2000 Highlights

Profits return to growth
Asian markets strengthen
Robert Fleming stake sold for US$1.2 billion
Share repurchase offer launched

Results



"During the first half, the Group has taken advantage of the opportunities which Asia`s
recovery offers. We expect full-year 2000 results not only to show significant
non-recurring gains, but also to mark a return to sustainable profit growth."

Henry Keswick, Chairman
3rd August 2000

The interim dividend of US¢7.80 per share will be payable on 22nd November 2000 to
shareholders on the register of members at the close of business on 29th September
2000 and will be available in cash with a scrip alternative. The ex-dividend date will be
on 27th September 2000, and the share registers will be closed from 2nd to 6th
October 2000, inclusive.


Jardine Matheson Holdings Limited
Interim Report 2000

Performance

Jardine Matheson Holdings Limited today announced that the trading environment
continued to strengthen as the Asian markets saw further recovery throughout the
first half of the year, leading to improved operating performances in many of the
Group`s businesses, especially Jardine Pacific and Robert Fleming.

Net profit for the period excluding non-recurring items increased 32% to US$117
million, compared with US$89 million for the same period in 1999. Including
non-recurring items, net profit rose 94% to US$180 million. Earnings per share
excluding non-recurring items were US¢19.24, compared to US¢14.66 in the first half
of 1999. Including non-recurring items, earnings per share increased 92% to
US¢29.62. An unchanged interim dividend of US¢7.80 per share has been declared.

At the end of last year two areas were identified as needing particular attention. In
the United Kingdom, Jardine International Motors has begun to implement a detailed
plan to address its problem properties and dealerships in what is still a depressed
market. At Dairy Farm, the severe Hong Kong supermarket price war is showing some
signs of easing, but the difficulties in repositioning the company`s Australian
supermarket business remain.

Business Developments

Turning to the developments, the Chairman, Henry Keswick, said that the sale of
Robert Fleming will provide Jardine Matheson with an attributable profit of some
US$800 million. The disposal of Jardine Pacific`s stake in its Chubb and Trane China
joint ventures accounts for additional profits of some US$65 million.

In May, Mandarin Oriental acquired The Rafael Group for US$143 million, adding six
new hotels that will provide critical mass in the United States and Europe and will be
enhanced by Mandarin Oriental`s brand. The acquisition, which brings to 19 the
number of hotels under management, followed a rights issue at the start of the year
that was underwritten by Jardine Strategic.

In March, Cycle & Carriage acquired a 25% interest in Astra International which has
since been increased to 31% for a total investment of some US$380 million. Astra
International is one of Indonesia`s largest conglomerates with a dominant presence in
the automotive sector and interests in agribusiness, heavy industry, information
technology and financial services.

In June, the Company announced proposals for the privatisation of the 25% minority
interest in Jardine International Motors through a scheme of arrangement. Upon
acceptance by the minority shareholders, the scheme will become effective by the
end of September at a cost to the Company of approximately US$63 million.

Jardine International Motors has also reached agreement with DaimlerChrysler
regarding the Hong Kong distribution arrangements for Mercedes-Benz vehicles.
Effective 1st July 2002, DaimlerChrysler will assume the role of distributor and Jardine
International Motors will continue as exclusive dealer in Hong Kong and Macau. While
the new arrangements will allow a key relationship to continue, they are bound to
affect the future profitability of the business.

Other significant developments in the first half included the acquisition of the United
Kingdom retail broker Burke Ford by Jardine Lloyd Thompson and the purchase by
Jardine Matheson of some 5% of Jardine Strategic in the market. In addition, Jardine
Strategic has increased its holdings in a number of its own affiliates.

Tender Offer

On 1st August the sale of Robert Fleming to Chase Manhattan became fully
unconditional and Jardine Matheson shall shortly be receiving some US$960 million for
its holding. The Directors have undertaken a comprehensive review of the various
options open to the Company for utilising the proceeds and have concluded that the
best interests of shareholders would be served by giving them the opportunity to
receive a substantial return of capital by means of a share repurchase offer.

Shareholders are therefore being invited to tender their shares at prices between
US$4.80 and US$5.50 per share. The Company will accept repurchases of up to 100
million shares, being 12% of the outstanding share capital. There is an option to
increase to 165 million shares, being 20% of the outstanding share capital, should the
Directors determine that there is sufficient demand and shareholder approval is given.
Full details of the tender offer, which will be open for an initial period from 4th August
to 1st September, are being sent to shareholders.

Jardine Matheson is committed to shareholder value through improving its focus on its
core businesses and enhancing the efficiency of the Company`s capital structure. The
steps the Group is taking are designed to increase earnings and net asset value per
share. At the same time the Group is confident that it is retaining adequate resources
to support the growth of all its existing businesses.

Looking Ahead

Jardine Pacific expects to see continued progress in earnings in the second half
of the year.

Commercial property values will show some gains at the year end, and the
current trend indicates that improvements in commercial rents in Hong Kong will
produce overall positive rent reversions for Hongkong Land by the middle of next
year.

Mandarin Oriental`s flagship London property re-opened in May following
extensive renovation. Assisted by the expected increase in tourism in Asia, the
company`s profitability should return to growth next year.

Despite good performances in many of its operations, and an anticipated
improvement in the second half, Dairy Farm is expected to produce an overall
loss this year.

Jardine Lloyd Thompson continues to gain market share and its prospects remain
encouraging.

The contribution from Robert Fleming will end upon completion of the sale.

In conclusion, Henry Keswick said, "During the first half, the Group has taken
advantage of the opportunities which Asia`s recovery offers. We expect full-year 2000
results not only to show significant non-recurring gains, but also to mark a return to
sustainable profit growth."


Gruss Frakt@l

[Frakt@l]

Falls es noch Leute gibt, die Interesse an Jardine haben, könnte ich einige Basisinfos geben. Bitte melden. Hab` keine Lust, mich
hier zu verausgaben, wenn es niemanden interessiert ...

Kurse in Singapur von Jardine und einige der Tochterfirmen gibt es unter http://pcdpcomsvr.ses.com.sg/scripts/jardine.exe?J36&J37&H78…

Hier zunächst mal der aktuelle Chart, der viel Anlaß zur Freude und Zuversicht gibt (Schlußkurse 4.8.00: Singapur: 5,15 US$,
Frankfurt: 5,40 Euro (G))



Gruss Frakt@l

[guffel]

Hallo,

habe heute von meiner Bank das Rueckkaufangebot erhalten und war total ueberrascht. Ich habe zunaechst befuerchtet, die Aktie wuerde ggf. vom Kurszettel verschwinden. Wenn es sich allerdings nur um einen Rueckkauf handelt sehe ich als Langfristinvestor keinen Handlungsbedarf. Habe die Aktie seit fast 2 Jahren (damals noch in DM gekauft zu DM 4,70).
Hat jemand eine andere Ansicht (evtl. Rueckkaufangebot annehmen), dann bitte Antwort bis Montag, denn bis dann muss ich meiner Bank die Order erteilen.

Gruss,

Guffel

[Frakt@l]

Nur mal so zur Info: Jardine steht jetzt bei ca 6,9 €.
Zu Jahresbeginn lag sie bei 4 €, also gute 70% Gewinn.
Das kann sich ja wohl sehen lassen in diesem miesen Börsenjahr. Und vor allem deutlich besser als die hier im Board so hoch gelobten Internet Werte, die allesamt auf Kursverluste von 70% bis 99% zum Höchstkurs blicken können.
Dieses Jahr war das Jahr der Substanzwerte.

Gruß Frakt@l

[suziwong]

ich beobachte jardine auch schon seit april und habe bei um die 4 euro ueberlegt einzusteigen, habs leider nicht getan. mir gefaellt die aktie sehr gut, leider wenig darueber zu hoeren. sie ist ja immer noch relativ billig??

weiss jemand etwas ueber die entflechtung des konzerns?

gibt leider am board nicht viel interesse an jardine - deswegen schoen, dass ab und an doch was dazu auftaucht.

[suziwong]

Jardine Math. heute auf 7 Euro - die entwickeln sich praechtig und keiner merkts?

Gibts Prognosen - lohnt sich der Einstieg noch?? Ich
denke schon. Hat wirklich keiner Interesse an Jardine?