Jpmorgan Japanese Invest... Share Discussion Threads

[knowing] 03/4/2006 13:05

Wasn't the Tankan report out today ?

[grippa] 03/4/2006 13:04

Downtrend on chart that has been in place since Jan is now over!

[grippa] 03/4/2006 13:02

Nikkei at 17,333...and JFJ finally trying to catch up!

[nephin] 02/4/2006 21:10

Very positive article about the Japanese recovery in the Sunday Times today.
The Jap I.T.s should edge up a bit in this coming week

[arja] 01/4/2006 16:33

The "experts" seem to think the tankan report may mean BOJ less lilely to hike interest rates with a resultant weaker yen. Hence a slight depressasnt on out shares in JFJ I suppose !

[arja] 01/4/2006 16:26

nerja,
good point and i overlooked it as i tend to focus on other trading stocks with JFJ in my small portfoliio. I am actually down about 4% on my purchase price and maybe best to be wary when a trust trades at a premium to NAV unless super confident of future trend based on chart . It can change fairly quickly to a discount as you pointed out ! The Nikkei 225 chart suggests it is heading for about 20,000 in time!!

[knowing] 30/3/2006 09:23

Tankan report due tomorrow I think. Will determine trend.

[grippa] 30/3/2006 09:22

Magical 17000 mark crossed...Should see more gains in JFJ soon.

[uhd] 29/3/2006 18:23

Marvellous!! was happy to read this

[orvil] 29/3/2006 18:19

topped up another 3000CFD's today I think we are on a roll

[nerja] 29/3/2006 11:29

arja,
I think all thats happened is that at the start of the year the nav was at a slight premium, now the stock is trading at a 6% discount.

[arja] 29/3/2006 08:36

this trust certainly underperforms the Japanese indices ! Must be bad management or too much churning of stocks !!

[megsta] 24/3/2006 10:16

Japanese trade back in the black

Japan's trade balance returned to surplus in February but the high cost of oil imports continued to be felt.

Japan posted a surplus of 955.7bn yen ($8.17bn; £4.6bn) last month, as exports to China and the US improved.

The surplus, although slightly lower than market expectations, marked a return to the black after Japan saw a surprise 348bn yen deficit in January.

This was largely due to the Lunar holiday season and high oil prices, although the latter remain a factor.

Improving picture

Although an improvement on January's figures, February's surplus was 12% lower than in the same month last year.

The value of exports rose a healthy 21% year-on-year to 5.8 trillion yen, as trade to other Asian economies picked up and Japanese cars continued to prove popular in the US.

Imports rose faster, however, gaining 30% to 4.89 trillion yen on the back of higher oil costs.

Japan's deficit with China fell to $97.4m in February - 90% lower than this time last year - while its surplus with the US rose 9.6% to $6.3bn.

The Japanese economy has recovered over the past year, boosting domestic demand and improving the outlook for exporters.

The Bank of Japan recently announced plans to tighten its longstanding 'ultra-loose' monetary policy, indicative of the upturn in output.

"Exports are improving but oil prices continue to keep import prices high," Soichi Okuda, senior economist at Sumitomo Shoji Research, said of the latest figures.

"But the strength in exports is more indicative of the nation's recovery, which is continuing."

[orvil] 17/3/2006 08:09

just opened another 3000 share CFD-I have been absent for a while because of the recent poor performance, but with the rising of the discount to net asset value and I think the Jap market is due for a run I will be increasing my position with caution.

[knowing] 16/3/2006 00:00

What if it doesn't ?

What if it does and all the HOT money flees to Japan ?

Jeez

[jonno1] 15/3/2006 23:50

if the dow crashes next week so will this

[knowing] 15/3/2006 19:31

or

STOCK MARKET OUTLOOK: Exports To Lift Nikkei To 20,000 This Year Nikkei Interactive 17:30

[knowing] 13/3/2006 20:52

Maybe

STOCK MARKET OUTLOOK: Nikkei To Top 18,500 By June On Corp Gains Nikkei Interactive 17:28 9-Mar-06

[grippa] 11/3/2006 12:00

We are now at more than 5% discount to NAV!!

[nephin] 03/3/2006 22:54

Knowing:

If you're waiting for the Nik to go up to 17k I hope that you're not holding your breath.

I think that the Jap story is over for quite some time now, the Live Door scandal will roll on for the rest of the year and knowing how much potential there is in Japan for another corruption scandal I have a horrible feeling that a new one will start before the old one is put to bed.

I still hold a small amount of JPS but I cannot see any decent prospects for it in the near future - let's just hope that the summer might bring a bit of cheer to the Jap I.Ts.

Good luck to you anyway.

[knowing] 26/2/2006 22:43

Hopefully higher to go on this one. Watch the Nikkei close and if positive then buy in IMO. Expect Nik to go upto 17K+

[nephin] 21/2/2006 22:09

I went back into JPS today, I looked at this one but I think that when the market turns it will be the small firms that get off the canvas first.

P.S.
As a point of interest if anybody has a couple of minutes to spare have a look at VOF