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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Baillie Gifford Shin Nippon Plc | BGS | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 1.00 | 0.88% | 114.60 | 16:29:55 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 113.80 | 113.80 | 115.00 | 114.60 | 113.60 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 26/4/2024 21:37 by spangle93 Latest Kepler paid noteHowever, another reason for Japan being in favour is the relatively strong economic situation it is in, with modest inflation and wage growth meaning that the Bank of Japan has been able to move away from negative interest rates. In our view, this creates an encouraging picture for corporate earnings growth in Japan which could see smaller companies do well on a fundamental level. That said, we will likely need to see a broadening of investor interest into the small cap space and into higher-growth companies to see BGS outperform. Calling a turning point is difficult, but BGS looks attractive on a fundamental level at the moment. The growth metrics look strong, while Praveen notes that the focus on profitability in the Japanese market is being felt in his portfolio companies too, and means management teams are incentivised to boost returns. If sentiment shifts, we think this could be a powerful combination. |
Posted at 23/2/2024 07:55 by spangle93 I imagine they'd say that their style of investment into small companies with high potential is out of favour, and that they continue to take advantage of low valuations of the great opportunities to add to their portfolio.After all, they've said pretty much this for the last 3 years. But it's becoming a bit embarrassing for Baillie Gifford, and frustrating for investors who have losses on paper and even bigger ones if opportunity cost is considered. Like jezreel, until there's some positive change here, I'm not adding. Instead I took some CCJI early in the year; it's up 10% since and there is a dividend too |
Posted at 26/12/2023 08:47 by yupawiese2010 Details on a few of the holdings within the portfolio. |
Posted at 25/7/2023 19:15 by yupawiese2010 Extended webinar with the fund manager, after his recent visit to JapanFor total clarity I dont hold at present, have previously, & have high regard for Manager |
Posted at 28/11/2005 21:50 by sigmund freud I looked up all the IT's I could invest in via my discount ISA provider. BGS had the highest percentage of property investment I could find at 20%. Agree that Japanese REITs are a good place to invest right now. So please, anyone, let us all know how we can all get better exposure as a UK small investor |
Posted at 26/11/2005 10:10 by asmagliocco Salve Ptolemy,In fact (not being a sophisticated investor!) I only discovered the REIT stocks' existence after investing in BGS, so I'm still in a learning phase about them. Not urgently, because there's not a lot of cash to invest, and BGS is preforming well anyway. OTOH, I too want to know more. If I find anything useful, I'll post it here. Hope you will too and thanks for the starting post's news. (for some reason trying to register a nickname on ADVFN has failed so I'm using my own!) |
Posted at 04/10/2005 06:53 by belize1970 Lex: JapanPublished: October 3 2005 14:33 | Last updated: October 3 2005 20:08 Everyone is big in Japan apart from the Japanese. While foreigners have accumulated a net $60bn of Japanese equities so far this year, pushing the stock market to four-year highs, locals are continuing their decade-long selling spree. Are they being unduly gloomy? Despite a weaker than expected Tankan business confidence survey on Monday, Japan's economy is expanding more rapidly than most of the eurozone. The country has a reformist prime minister, consumers are spending more and the corporate sector has large cash reserves. There are, however, two issues that might cause investors to pause especially once burned, twice shy domestic ones. The first, shared with foreigners, is the miserable level of dividends. Despite sporadic increases, the yield remains as derisory as that on long-term bonds, at around 1.2 per cent. The second is valuation. Japanese stocks trade at a premium to global peers, while earnings growth is slowing. Assuming corporate Japan makes this year's consensus 5 per cent growth in recurring profit, it will have achieved an unprecedented four years of consecutive growth. Much of that growth has come from corporate restructuring and zero borrowing costs. These effects will fade, while top-line growth remains hostage to global demand, given the large weighting of exporters. The Japanese have put their investment cards firmly on the table; all but two of the 10 most popular mutual funds have an overseas focus. For now, liquidity should support Japanese equities, but their momentum is slowing. |
Posted at 27/5/2002 14:48 by deltablues The time may now have come. Nick Glydon (the chartist in the Sunday Business) reckons the Japanese bear market is over - the Topix and the Second Section index have both cleared resistance points and leading stocks are breaking out on huge volumes. Also the yen is rising, which makes Japanese assets worth more in sterling terms.However, the Nikkei is struggling to get past 12000 (although it's not a very representative index). Also, analysts have wrongly called the bottom on the Japanese market even more times than they have on the Nasdaq, and that's saying something! I've just bought some FLMJ in my one of my ISAs, which is on a discount of 13.9%. (BGS is now on 14.8). I didn't consider BGS as I don't like buying trusts which have warrants outstanding (although it's always possible to buy the warrants, if you can handle the extra risk from the gearing). Also, FLMJ is one of the largest investment trusts around, so is more likely to appeal to institutional investors looking to play the Japanese market, hence more scope for reduction in the discount. I'm not saying that the Japanese economy is out of the woods - it isn't. Domestic demand is almost non-existent and there's still no sign of economic reforms, but exporters and technology companies will benefit from the pick-up in world trade, and any fund manager worth his salt will be heavily overweight in those areas. This is not a "buy and hold for 10 years and quintuple your money without much effort" situation - more a case of slowly feeding money in and keeping a close eye on it. Just my opinions, do your own research, etc etc. |
Posted at 13/2/2001 11:17 by 20club Anybody else think that the Japanese Mkt. is getting cheap?We are about to test 12,800 Low. If the Nikkei 225 falls below that, then it will mean a new post-bubble low for the index. I understand that the Jap. govt. is now looking for ways to bring new investors into the market to prevent a sell-off going into the end of the Jap. fiscal year at 31 March. BGS may be a way to play a recovery. But perhaps not just yet. BGS has a 20.6% discount to NAV, the largest for any Japan-related Investment Trust. It is a member of the "20% Club"! |
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