Abrdn Asia Focus Share Discussion Threads

[bmcollins] 11/7/2024 14:31

This certainly looks attractive, even after its recent run.
Should be quite a bit left in it imho.

[davebowler] 04/7/2024 09:05

2 July NAV Including Income 334.87p
Discount to NAV 15%

[davebowler] 25/6/2024 17:30

Monthly factsheet.
15% below NAV!

[bitgold] 10/6/2024 17:33

I consider this to be a decent long-term investment and have been drip-feeding for years. Discount is abnormally high, but I guess that is partly due to Hugh Young stepping aside. No matter, I certainly see good value here and no surprise the arbitrageurs are watching

[davebowler] 30/5/2024 20:32

 Mick Gilligan of Killiks says activists own....36 per cent on Abrdn Asian Focus (AAS)

[davebowler] 21/5/2024 10:57

Gabriel Sacks, Fund Manager of abrdn Asia Focus plc, delves into the trust's strategies and the dynamics of investing in smaller companies across Asia, excluding Japan. Discover the untapped potential, thematic investment avenues, and valuable insights for navigating Asia's dynamic growth markets.

[essentialinvestor] 16/5/2024 10:16

Discount must be near 16% now

No buy backs since late last month.

[davebowler] 10/5/2024 09:46

Considering the share price of the CULs is only 3% away from being 'in the money' i.e.284/293p = .97 the current price of the CULs at 97p allows for that!

[davebowler] 10/5/2024 09:34

From LSE -
CULS Holders are reminded that on 4 February 2022 the sub-division of each fully paid ordinary share in the capital of the Company of 25 pence into 5 Ordinary Shares of 5p each, approved by shareholders on 27 January 2022 became effective and, in accordance with the terms of the Trust Deed, the conversion price of the CULS was automatically and pro rata adjusted from 1,465p to 293p.

[davebowler] 09/5/2024 09:36

AASC is another way into this.

[the deacon] 08/5/2024 12:04

Thanks DB. Gabriel's interview was very interesting. Enjoyed the other speakers too this morning

[davebowler] 08/5/2024 09:43

Gabriel Sacks -

[bitgold] 07/5/2024 20:04

I agree, this trust generally outperforms over many years. no way should it be on such a big discount, yet it is. Buy.

[biggest bill] 30/4/2024 08:34

I notice that investment trust discounts in general are declining but the discount here has actually risen to a ludicrous 17%. Bizarre mispricing by the stock market. Given the attractive prospects for Asian small companies, I have been taking advantage of the discount by increasing my holding here.

[the deacon] 26/4/2024 21:46

I agree. I note that FPT (AAS top holding) signed a deal with Nvidia a couple of days ago. Their stockpicking continues to be excellent

[bitgold] 26/4/2024 13:24

I really like this trust, it always seems to eke out a few extra % for the investors compared to other asian trusts. Hard to believe the high discount, so will continue investing.

[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.