Johnson Matthey PLC

Johnson Matthey is a provider of sustainable technologies. Co. operates in five divisions: Emission Control Technologies, a manufacturer of catalysts and catalyst systems that enable clean air; Process Technologies, a supplier of catalysts, licensing technologies and other services to the syngas, oleo/biochemical, petrochemical, oil refining and gas processing industries; Precious Metal Products, which include management, distribution, refining and recycling of precious metals, and fabricate products; Fine Chemicals, a supplier of active pharmaceutical ingredients and custom services for pharmaceutical customers; and New Business, which focuses on additional areas of potential growth.
  • TickerJMAT
  • ISINGB00BZ4BQC70
  • ExchangeLondon Stock Exchange
  • SectorChemicals
  • CountryUnited Kingdom

Analysts

GlobalData Department

Johnson Matthey Plc (JMAT) - Pharmaceuticals & Healthcare - Deals and Alliances Profile

Summary Johnson Matthey Plc (Johnson Matthey) is a specialty chemicals and sustainable technologies provider. It offers catalysts, fine chemicals, specialty chemical products and related technologies for various chemical processes and applications. It also undertakes the marketing, distribution, fabrication, refining and recycling of precious metals and their products. It also develops and manufactures active pharmaceutical ingredients (APIs) for a variety of treatments. The company provides battery materials for automotive applications, battery systems for a range of applications and fuel ce...

GlobalData Department

Johnson Matthey Plc (JMAT) - Power - Deals and Alliances Profile

Summary Johnson Matthey Plc (Johnson Matthey) is a specialty chemicals and sustainable technologies provider. It offers catalysts, fine chemicals, specialty chemical products and related technologies for various chemical processes and applications. It also undertakes the marketing, distribution, fabrication, refining and recycling of precious metals and their products. It also develops and manufactures active pharmaceutical ingredients (APIs) for a variety of treatments. The company provides battery materials for automotive applications, battery systems for a range of applications and fuel ce...

Jérôme VINERIER

Short term view - JOHNSON MATTHEY PLC : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 2,734.00 p. The background trend would be questioned should prices rise above 3,434.30 p.

Jérôme VINERIER

Analyse court terme - JOHNSON MATTHEY PLC : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 2 734,00 p. La tendance de fond serait remise en cause en cas de franchissement de 3 434,30 p.

Jérôme VINERIER

Short term view - JOHNSON MATTHEY PLC : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 2,734.00 p. The background trend would be questioned should prices rise above 3,434.30 p.

Rob Hales

Morningstar | Near-term profit outlook is relatively flat for Johnson Matthey, but growth will return.

Johnson Matthey is a U.K.-based specialty chemical company with unique expertise in catalysts, chemicals, and manufactured products derived from platinum-group metals, or PGMs. Sales are fairly concentrated in developed markets, particularly Europe and North America. China, growing fast, now accounts for 10% of sales. Roughly 60% of sales are targeted at the automobile sector. The clean air segment is the company's largest (62% of EBIT) and is the foundation of our narrow moat rating. The segment, a global leader in a highly concentrated market, manufactures autocatalysts for cars and heavy-du...

Rob Hales

Near-term profit outlook is relatively flat for Johnson Matthey, but growth will return.

Narrow-moat Johnson Matthey provided a trading update for the first quarter, but didn't report any numbers. The company stated that first-quarter sales were in line with expectations and guidance for the year was unchanged. We don’t see anything in the commentary that conflicts with our current view. Consequently, we don’t expect to change our GBX 3,050 fair value estimate, other than to account for the time value of money. At current levels, the shares look overvalued. Clean air was reported t...

Rob Hales

Morningstar | No Surprises in Johnson Matthey’s 1Q Trading Update

Narrow-moat Johnson Matthey provided a trading update for the first quarter, but didn't report any numbers. The company stated that first-quarter sales were in line with expectations and guidance for the year was unchanged. We don’t see anything in the commentary that conflicts with our current view. Consequently, we don’t expect to change our GBX 3,050 fair value estimate, other than to account for the time value of money. At current levels, the shares look overvalued. Clean air was reported to have had a strong start to the year, particularly in light-duty Europe and Asia, while heavy-duty ...

Rob Hales

No Surprises in Johnson Matthey’s 1Q Trading Update

Narrow-moat Johnson Matthey provided a trading update for the first quarter, but didn't report any numbers. The company stated that first-quarter sales were in line with expectations and guidance for the year was unchanged. We don’t see anything in the commentary that conflicts with our current view. Consequently, we don’t expect to change our GBX 3,050 fair value estimate, other than to account for the time value of money. At current levels, the shares look overvalued. Clean air was reported t...

Rob Hales

Solid Second Half for Johnson Matthey From Sharp Recovery in Heavy-Duty Catalysts

Narrow-moat Johnson Matthey reported GBP 275 million in underlying operating profit in the second half of fiscal 2018, a 2% increase over 2017 in constant currencies and ahead of our estimates. Outperformance was primarily found in the clean air segment, where heavy-duty catalyst sales were buoyed by a 30% increase in production of Class 8 trucks for the year in the U.S. In addition, heavy-duty catalyst sales rose 20% in Europe, well above production growth of 5%, owing to the ramp-up of busines...

1 director maiden bought

A director at Johnson Matthey maiden bought 1,500 shares at 3,072p and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of...

Nurhayati Wan

Johnson Matthey PLC

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Nurhayati Wan

Johnson Matthey PLC

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Nurhayati Wan

Johnson Matthey PLC

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Nurhayati Wan

Johnson Matthey PLC

Nurhayati Wan

Johnson Matthey PLC

GlobalData Department

Johnson Matthey Plc (JMAT) - Pharmaceuticals & Healthcare - Deals and Alliances Profile

Summary Johnson Matthey Plc (Johnson Matthey) is a specialty chemicals and sustainable technologies provider. It offers catalysts, fine chemicals, specialty chemical products and related technologies for various chemical processes and applications. It also undertakes the marketing, distribution, fabrication, refining and recycling of precious metals and their products. It also develops and manufactures active pharmaceutical ingredients (APIs) for a variety of treatments. The company provides battery materials for automotive applications, battery systems for a range of applications and fuel ce...

GlobalData Department

Johnson Matthey Plc (JMAT) - Power - Deals and Alliances Profile

Summary Johnson Matthey Plc (Johnson Matthey) is a specialty chemicals and sustainable technologies provider. It offers catalysts, fine chemicals, specialty chemical products and related technologies for various chemical processes and applications. It also undertakes the marketing, distribution, fabrication, refining and recycling of precious metals and their products. It also develops and manufactures active pharmaceutical ingredients (APIs) for a variety of treatments. The company provides battery materials for automotive applications, battery systems for a range of applications and fuel ce...

Johnson Matthey Plc (JMAT) - Power - Deals and Alliances Profile

Summary Johnson Matthey Plc (Johnson Matthey) is a specialty chemicals and sustainable technologies provider. It offers catalysts, fine chemicals, specialty chemical products and related technologies for various chemical processes and applications. It also undertakes the marketing, distribution, fabrication, refining and recycling of precious metals and their products. Johnson Matthey provides services such as refining, platinum marketing and distribution, chemical process technologies, contract manufacturing and Active pharmaceutical ingredients’ (APIs) contract research and development. Joh...

Jehanne Leroy

Johnson Matthey PLC - Proxy report 26/07/2018

Item 2: Approve the Remuneration Report The structure is satisfactory, though the maximum bonus exceeds guidelines and accellerated vesting is possible. While the quantum is not excessive, the payout is not adequately aligned with performance as the STI targets are not challenging. The LTI is overly reliant on a single performance criterion. Furthermore, EPS is not considered an appropriate metric given that it can potentially be influenced by executives. Item 13: Appoint the auditors It is proposed to rotate the auditors and appoint PricewaterhouseCoopers. KPMG (and its predecessor entitie...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 28/07/2017

Item 2: Approve the Remuneration Report. The structure is weighted more towards rewarding long-term performance and the quantum is not excessive.  However, the payout is not adequately aligned with performance as the LTIP targets are not challenging and overly reliant on a single performance criterion, EPS.  Item 3:  Approve the Remuneration Policy. The changes proposed to the Remuneration Policy do not address the main concern over remuneration at the Company, which is the use of EPS as the sole performance condition for the LTIP.  Instead, the increased award limit will allow an even higher ...

Jérôme VINERIER

Short term view - JOHNSON MATTHEY PLC : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 2,734.00 p. The background trend would be questioned should prices rise above 3,434.30 p.

Jérôme VINERIER

Analyse court terme - JOHNSON MATTHEY PLC : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 2 734,00 p. La tendance de fond serait remise en cause en cas de franchissement de 3 434,30 p.

Jérôme VINERIER

Short term view - JOHNSON MATTHEY PLC : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 2,734.00 p. The background trend would be questioned should prices rise above 3,434.30 p.

Jérôme VINERIER

Analyse court terme - JOHNSON MATTHEY PLC : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 2 734,00 p. La tendance de fond serait remise en cause en cas de franchissement de 3 434,30 p.

Valérie GASTALDY

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