A Look At Jardine Cycle & Carriage (SGX:C07) Valuation As Platinum Victory Reshapes Its REE Board Presence

Simply Wall St.02-13 20:30

Two directors representing Platinum Victory, an investment vehicle of Jardine Cycle & Carriage (SGX:C07), have resigned from Refrigeration Electrical Engineering Corp’s board, while Platinum Victory ...

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Shorter term momentum has eased...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4124":"机动车零配件与设备","C07.SI":"怡和合发","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","BK4192":"特殊消费者服务","BK6517":"汽车股","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","REE":"Ree Automotive Ltd","BK6111":"工业集团企业","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","CSV":"Carriage Services Inc","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC"},"translate_title":"随着Platinum Victory重塑其REE董事会形象，怡和自行车运输(SGX：C07)的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REE":1.5,"C07.SI":1.5,"DCF":1,"CSV":1.5},"content_text":"Two directors representing Platinum Victory, an investment vehicle of Jardine Cycle & Carriage (SGX:C07), have resigned from Refrigeration Electrical Engineering Corp’s board, while Platinum Victory is simultaneously seeking to increase its ownership stake. See our latest analysis for Jardine Cycle & Carriage. At a share price of S$33.84, Jardine Cycle & Carriage has a 90 day share price return of 6.45% and a one year total shareholder return of 35.38%. Shorter term momentum has eased compared with its strong five year total shareholder return of 98.72%, and the REE-related board changes may be one factor investors are watching as they weigh growth potential against risk. If this development has you thinking about where ownership and control stories can matter most, it could be a good moment to broaden your watchlist with 101 top founder-led companies With Jardine Cycle & Carriage trading at S$33.84 alongside an intrinsic value estimate that implies a discount, you have to ask yourself whether this is a genuine value opportunity or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 16.2% Overvalued With Jardine Cycle & Carriage at S$33.84 versus a narrative fair value of S$29.11, the current price sits above what this widely followed model suggests. The assumptions behind that gap are where the story gets interesting.  The analysts have a consensus price target of SGD22.927 for Jardine Cycle & Carriage based on their expectations of its future earnings growth, profit margins and other risk factors. In order for you to agree with the analyst's consensus, you'd need to believe that by 2028, revenues will be $21.9 billion, earnings will come to $1.3 billion, and it would be trading on a PE ratio of 7.1x, assuming you use a discount rate of 8.2%.  Read the complete narrative. Want to see how flat revenue expectations, higher margins and a lower future earnings multiple still add up to that S$29.11 fair value? The tension between slower top line assumptions and rising profitability sits at the heart of this narrative, and the required discount rate quietly does a lot of the heavy lifting. Result: Fair Value of SGD29.11 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, if Southeast Asia consumption holds up better than analysts expect or Astra's newer businesses contribute more meaningfully, the assumed lower future P/E could prove too cautious. Find out about the key risks to this Jardine Cycle & Carriage narrative. Another View: DCF Points the Other Way While the narrative fair value of S$29.11 suggests Jardine Cycle & Carriage looks 16.2% expensive, our DCF model paints a very different picture, with an estimate of S$62.12 per share, or about 45.5% above the current S$33.84 price. When two methods disagree this much, which one do you trust more, and why? Look into how the SWS DCF model arrives at its fair value. C07 Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Jardine Cycle & Carriage for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 233 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Jardine Cycle & Carriage Narrative If you see the numbers differently or want to test your own assumptions, you can build a full Jardine Cycle & Carriage story in just a few minutes, starting with Do it your way A great starting point for your Jardine Cycle & Carriage research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Ready for more investment ideas? If Jardine Cycle & Carriage has sharpened your thinking on value and risk, do not stop here. Broaden your opportunity set before the next move passes you by.  Spot potential mispricings early by scanning our list of 233 high quality undervalued stocks, which combine solid fundamentals with prices that may not fully reflect their financial profile. Consider the income side of your portfolio with 438 dividend fortresses, which focus on higher yielding companies that investors often look to for consistent cash returns. Sleep a little easier by reviewing 325 resilient stocks with low risk scores, which highlight companies with relatively lower risk scores across balance sheet strength and other key factors.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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