Abrdn Asia Focus Share Discussion Threads

[the deacon] 01/3/2024 10:05

Nice interview with Keplerhttps://youtu.be/r_5Kif3eu1M?si=yXU_TTPfVKPqGW6g

[bitgold] 07/1/2024 19:48

Continues to perform solidly despite general asian downturn, which suggests clever investment by the managers. A worthy long-term holding.

[loganair] 28/5/2023 16:15

Outside of the important India and Indonesia, for me AAS pips the others to the post - Why?

1. Has the smallest percentage in China, Fidelity Asia has over double the percentage.

2.The largest percentage in Vietnam.

3. I also like how AAS has 9.9% invested in Malaysia and 7.1% in Thailand.

4. How also has none of its investment is in the USA as both Fidelity Asia and Scottish Oriental have.

[loganair] 28/5/2023 16:10

1/4 of German exports go to China and therefore Germany would not be in recession if China was not also struggling.

There's been no real Chinese re-opening therefore China's economy was not being held back by pandemic policies. The re-opening story was just a media creation - copper hasn't rebounded.

Private sector is not investing much in China at the moment as the housing sector is the weakness as this is where the Chinese have so much of their savings.

[smithie6] 18/5/2023 13:36

loganair


your post, chat, chat & chat

What is the conclusion of your delving ?

Which of those Asian trusts do you think is the best ?

[smithie6] 18/5/2023 13:35

loganair


your post, chat, chat & chat

What is the conclusion of your delving ?

[vacendak] 04/5/2023 16:43

Still waiting for a "Far East/Pacific ex-Comunist-China" IT to invest in. Even an ETF would do.

[vacendak] 01/6/2022 09:48

Thanks Dave.


@Mushypeas
I seem to be able to get it on EQi (Equiniti).
I had checked last month and again today.

In the distant past I had to fill in a form with them to self-certify that I was an adult and wise enough to conduct trade in warrants and convertibles. :)

So you may need to look into the T&Cs of your provider and make sure you tick a similar box.

[mushypeas] 01/6/2022 09:36

In the past my casual attempts to buy the CULS have been unsuccesful. Don't know if there any specialist brokers?

[davebowler] 01/6/2022 09:12

AASC gives the right to convert at £2.93 per AAS share up to 2025 and gives downside protection of £1

[vacendak] 06/5/2022 15:24

I am considering getting into AAS.

I used to own some CULS years ago for Utilico, now UIL Ltd, (UTL) but the rules were simpler than for these with what appear to be floating conversion terms.

Any cheap advice on either buying only AAS or a mix of AAS and AASC?

[chc15] 27/1/2022 17:21

Having a small nibble here, looks a good entry point, using the abrd inv acc to buy.

[gerry53] 27/1/2022 10:14

Nav falls by 9p per share as per the AR.

[davebowler] 24/1/2022 13:49

21 Jan NAV Aberdeen Standard Asia Focus plc 1586.52p Ordinary
with Debt at Fair Value Including Income

[davebowler] 14/1/2022 09:10

12 Jan NAV Aberdeen Standard Asia Focus plc 1603.59p
Fully Diluted Including Income

[alan pt] 13/1/2022 18:36

"I understand that NAV reduces about 10% if the conv. loan notes are converted to shares, so imo the share price is at 0% discount to the NAV."

Care to explain the logic behind this, it doesn't make sense to me?

[smithie6] 13/1/2022 15:18

RNS today

"Aberdeen Standard Asia Focus plc Including 1616.47p Ordinary
with Debt at Fair Value Income"

Same valuation 2-3 weeks ago was 1680p-1695p

NAV has fallen ~70p but the share price has not.

(I understand that NAV reduces about 10% if the conv. loan notes are converted to shares, so imo the share price is at 0% discount to the NAV....not attractive imo, I am sure that the share price will drift down.

[smithie6] 12/1/2022 13:04

Interesting

The reported NAV has notably fallen, 60-70p.

But not the share price.
A high chance that the share price will track the NAV & decline a bit.

[davebowler] 16/12/2021 09:26

NAV 14 Dec Aberdeen Standard Asia Focus Including Inc 1674.66p
with Debt at Fair Value