Edinburgh Dragon Share Discussion Threads

[huttonr] 02/7/2005 10:28

I'm a trifle disappointed by this trust - it has kept pace with the MSCI index and the discount has reduced as I hoped, but I had hoped for a little outperformance and a bit more reduction in the discount. Aberdeen Smaller has generally been at a premium over the last few months and has had similar performance.
Anyway, this might be more stable over the next period and the prospects for the area still look good, so I guess I'll stay with this. However, it looks as if its time for the Japanese market to get moving, so I'll look at that next. I've also put a reasonable amount into Templeton Emerging Markets - wider spread across the world - a good record and a sensible discount.

[nil pd] 01/6/2005 23:45

2BOB, I agree with your approach. I too hold a few trusts. Also agree with your sentiment about DA. - in fact current levels look very attractive.

As for China, whichever page I turn, item I see on TV, or hear on radio, the news is very positive. Looking good for EFM.

[2bob] 01/6/2005 22:49

-->Nil Pd
I have held this trust for 18 months or more. I find this and the other trusts I hold help balance out my racier stocks such as DAT. :-( It's a bit like the tortoise and the hare! I expect my DA. funds will all end up back in DA.

[nil pd] 31/5/2005 10:28

Hi 2BOB, did you move your DA. funds here? My opinion for outlook of EFM and Chinese markets generally is, on balance, steady and firm growth. On the cautious side, press reports a few weeks ago went something on the lines of the Japanese thinking that China is at risk of following the Japanese stock markets from boom to bust. Sour grapes probably but even if it does follow Japan the boom looks to have a long way to run yet..

[2bob] 26/5/2005 14:32

Pushing higher from the double bottom in April. Any views on the outlook?

[nil pd] 09/2/2005 12:15

Agree too. Very hot. And I like Aberdeen management. Probably the best and simplest way to get exposure to Asian markets. I recently bought max in an ISA and also hold outside the ISA. Serious risk of capital gains ...!

Thanks to hutton for setting up the thread.

[rambutan2] 07/2/2005 10:03

agree that a good buy under changed management set-up.

[ben gunn] 07/2/2005 09:54

Now looking Exceptionally hot- any views?

[enochthenocker] 11/5/2004 13:19

Moved out of the warrants @ 16.5p the other day (wishing I'd sold at 22p but there you go!) and moved into the ordinaries today - Its discount to NAV is now back to around 15% which is closer to normal (though it often gets to 20%).

[enochthenocker] 30/3/2004 11:03

I think there's a little more interest in the warrants - Under the EFMA thread.

[huttonr] 16/2/2004 17:25

I've been invested in this trust for some time and have been a little surprised at the lack of a BB thread.
The trust has been going up nicely on he back of the general rise in Asian markets and, as well, the discount has been narrowing - now Edinburgh Fund Managers have been taken over by Aberdeen and this trust will be run by the Aberdeen team - it seems to me that there will be another 5% or so to go just by further reducing the discount.
Is anyone else around - or am I just talking to myself?