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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
|
|
|---|---|---|---|---|
| 1.40 | 1.25% | 113.00 | 16:35:02 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 110.40 | 110.40 | 113.20 | 113.00 | 111.60 |
| 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 25/3/2024 07:51 by spangle93 Annual summary, produced to end JanCue reprise of previous years "it wisnae me, it was the macro-economics" |
Posted at 23/2/2024 17:43 by spangle93 Seems like we're not the only ones that are confused. Investing royalty has also been dumfoundedThe Nikkei has gone into new high ground about 34 years after the last high. Apparently the Japanese corporate sector is doing very well (unlike the Government of Japan). Accordingly, as the Nikkei has leapt ahead I have supposed that my holding c. £200,000 of Baillie Gifford Shinbun (BGS), upon which I made 200% some years ago for my family, would cause me to regret my impatience in closing (the Nikkei has subsequently more than doubled). However, nothing of the sort is the case since BGS has clearly gone down. I do not know why – perhaps the talents who ran it left BG who in turn failed to come up with a successor of remotely comparable ability. Explanations on a postcard, please. |
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 13/2/2024 09:25 by nickname27 What a dog.TOPIX is up 30% TTM, Small Cap Index is up 8% and BGS is down 14%. This has missed its benchmark so badly it's in a different timezone. You'd have thought the reputational hit would have sparked some action from the PM by now. Did he chase up meme stonks during covid and then hold them all the way back down? If the PM doesn't commit seppuku soon the board needs to perform kaishaku. |
Posted at 26/7/2023 07:51 by 8w Is there a currency headwind here?Strong pound / weak yen. Meaning share price rise in Japan is not translated back to pound sterling and subsequently reflected in BGS nav. |
Posted at 26/7/2023 07:36 by spangle93 You're absolutely correct, Tudes. I guess I'm still partially believing the "sector is out of favour" line, but with every passing quarter it feels like a thinner story.Who do you currently rate, Tudes, either Japan-only or Asian IT? I think this is an area of the world that could outstrip UK/Europe in returns over the coming years, so I am trying to build up a portfolio - so far though it's a bit spotty. The only other Japan trust I hold is JFJ which has fared a bit better than BGS |
Posted at 26/7/2023 03:18 by tudes100 Of the 13 Japan focused IT's /funds that I track BGS is the poorest performer YTD, over 3 yrs & over 5 yrs. It's recent performance has been absolutely awful and I'm amazed that the fund manager is still in a job. |
Posted at 19/10/2022 11:25 by tonytyke2 That was a good article Spangle93, I have had BGS on my watchlist for around 9 months now and decided to buy a small holding today.The timing of this may turn out not to be the best but I am buying now for the longer term and will be adding further when a good opportunity arises.Good luck all. |
Posted at 19/10/2021 08:06 by spangle93 BGS presentation coming up with Kepler on November 4thHopefully they can inject a little optimism after a pretty lacklustre 12 months |
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