Jpmorgan Japanese Invest... Share Discussion Threads

[hosede] 12/10/2006 12:49

Its still very frustrating that this is around 30% below its Jan high (inc NAV) whereas the NI225 has now recovered to be amost flat for the year!

[silent_angel] 09/10/2006 11:41

mid price at time of writing is 255 yet the value of them is 274.9 which is about 8% more.

[silent_angel] 03/10/2006 10:14

Thanks Orvil! i take it that means that a lot of people will start buying, but at what price?

[orvil] 03/10/2006 08:16

silent angel-me to-i have opened up a heap of cfds awaiting the rebound

[silent_angel] 02/10/2006 14:09

I have made a loss three times on this share in the past you would think i have learnt by now however im in again as this time their net asset value is 275.81 compared to the share price of 255 at the moment, and that is before the Nikkei rise last night filters through, From previous daily agonising over this share I have noticed usually the share price runs at 10p less than the net asset value, after the net value is updated tomorrow, this will be trading well under its true value, (if the share price doesn't go up by then) anyway i rate this a buy now, not that my past experience is anything to go by!

[hosede] 21/9/2006 12:34

Thanks for replies - I think Japan is an invesment for the long term and I'm relatively happy to stick it out. As you say Stillbroke both these trusts have good long term records

[stillbroke] 19/9/2006 17:36

I have holdings (long-term) in both BGFD and AJG. Both have outperformed the indices consistently, so I'm sticking with 'em.

[sheeneqa] 19/9/2006 15:40

Invest in an index fund that is weighted by fundamentals, not market cap. That is, where index fund managers weight their index by fundamentals such as book value, free cash flow, sales and dividends. Research shows that by investing this way, an index fund can increase its overall return with less volatility.

[orvil] 19/9/2006 15:40

I have just taken out £40k of cfds in JFJ and feel that we are due a rebound over the next few months

[stillbroke] 19/9/2006 15:38

Most are heavily weighted towards smaller companies which do worse in tough markets.

[hosede] 19/9/2006 15:27

Does anyone have any idea why all the japanese investment trusts (I hold BGFD, JFJand FJV)have lagged the NI225 so badly in the last few months? It's not because of discounts - the NAVS have undeperformed as well

[nod] 10/7/2006 01:00

Well, that was an interesting few months...

Japan may be settling down again; JFJ on a 6% discount to NAV

[megsta] 27/4/2006 12:17

'Podcast' /audio webcast:



Japan's rising stock opportunities
24th April 2006
Stuart Cox, Fund Manager, Japanese Portfolios Group, JP Morgan Asset Management

Click the following link to listen:



Cantos web page (note: you may need to register with Cantos to gain access):

[nephin] 20/4/2006 17:51

nod

I know you are a long term investor but don't you think that it would be to your advantage if you were holding an I.T that was actually going up in value now, instead of one that may or may not go up sometime in the future? I know which one I would rather be holding, and I'm afraid that it's not this one.

Good luck to you anyway.

meg:

I entirly agree with you about BEE which I do hold - I also hold JFF which has shown a lot of growth recently.

[ben gunn] 20/4/2006 17:30

Nephin
You are so right!
In April we failed to make a new high so we are on a confirmed downtrend in this I. T. and we should sell down to miniscule exposure.
The collapse of the Yen is not helping us either.

[megsta] 20/4/2006 09:57

Nephin - you are correct in saying that by the time the likes of the Telegraph are vociferously recommending an investment, its performance growth is often running out of steam. JRS is another example! The Russian I.T. has done well on the the back of increasing oil prices. Bearing Emerging Europe (BEE) is another I.T. worth considering if you are interested in exposure to Russian stocks. BEE invests in other Eastern European countries as well as Russia.

[nod] 19/4/2006 22:14

JFJ has been a an excellent investment for me and I believe there is plenty of recovery left in Japan. I'm on a timeline of a few years not a few months.

[nephin] 19/4/2006 21:51

nod:

I hate to be a wet blanket here but Japan is a dog - an eighteen carrot pup!

At the start of this year the Sunday Telegraph ran an article where they rounded up seven or eight so called financial pundits and asked them which country would shine this year and about six of them said Japan - this of course should have told every body to dump every Jap I.T that they held immediately, but of course some of us didn't because we believed that there was light at the end of the tunnel.

Now here we are four months down the line and Japan has just fizzled out (Yet again) and of course these so called experts are nowhere to be seen.

If you want to look at an I.T. with real potential have a look at JRS - Japan is a complete waste of time and money - just look at the graph for this thing, have you ever seen such a bloody mess?

[nod] 19/4/2006 06:24

Nikkei 225 up 1%

Japan looks frisky again

[supermum] 18/4/2006 21:04

Nephin.. this may have helped...

NEW YORK (AFX) -- U.S. stocks surged in late-day trading Tuesday, with the Dow Jones Industrial Average on track to post its biggest one-day gain in a year, after minutes from the latest Federal Reserve meeting showed most members agreed the central bank's chapter of steady rate hikes was coming to a close.

[supermum] 18/4/2006 21:02

well... this should certainly help it!

SM

[nephin] 18/4/2006 21:01

Does anybody know why the US market is shooting up - is Bill Clinton back in the White House?

[grippa] 18/4/2006 19:17

Nikkei should fly tomorrow given the action in the US.

[arja] 06/4/2006 13:58

is Japanese market closed for public holiday ? But trust share price rising- maybe currency ?