Abrdn Asia Focus Share Discussion Threads

[davebowler] 14/5/2010 16:24

Not many investments are just short of their all time high but this is.

[washbrook] 08/1/2010 13:16

THE warrant looks very attractive.
Last nights close 299.5p
Ordinary 405.5p
Exercise expiry Nov 2010 at 100p(exercise price.
The Capital Fulcrum is -6.75601 -gearing 1.35392 and premium -1.4796547

[glentimon] 07/8/2009 16:24

With so many of my "quality" investment trust holdings, namely MCP, PHI, JMG, JMC, NII, running much closer to NAV, this looked rather attractive at >15% discount to NAV. If it's true we've turned the corner and the Far East banks weren't burnt in the same way, surely the smaller companies need a look in. Since I also liked the geographical spread as per Trustnet website, I've added this.

[foster] 02/1/2007 19:26

SST is currently much better value for a similar NAV performance.
IMHO

[don muang] 19/7/2006 17:05

well .... interesting upward movement at end of day .... thanks to the US rise / sentiment ..... let's see if it can be maintained this week.

[tuckswood8] 19/7/2006 12:07

Tried this morning (Wed) but ask on warrants was 150 with no trades in either shares or warrants and no movement in share price Didn't fancy it.

[don muang] 18/7/2006 02:45

noted.... good luck....

[tuckswood8] 17/7/2006 22:26

Well I bought at 148 on 15th June and as I use a rising 7% stop-loss I was taken out at 151.23 last Friday so I am still reasonably pleased, but not as pleased as I was last Tuesday!
Dow has held up well today and if there is a recovery in the Hang Seng in the morning I may go back in if I can buy around 146.5

[don muang] 16/7/2006 15:40

tw8 .... apologies for asking this ... but r u still reasonably pleased?

[tuckswood8] 08/7/2006 15:13

Steady but not very exciting performer, very small discount to NAV considering present volatility of Asian markets.
No premium, liquid market, and reasonable spread on the warrants though and these could soar if sentiment changed.
I bought AASW a couple of weeks ago when I failed to get any EFSW and am reasonably pleased.

[nockybalboa] 08/4/2006 08:28

Those boys over at www.fairshare.biz seem to be in the know as usual

[hectorp] 17/1/2005 09:07

Buy on any weakness around 105p... makes sense...

[hectorp] 14/1/2005 11:02

Warrants now 110p region,.... with 5 years life, the warrant returns 100% gearing to the Asian small cos market..

[washbrook] 15/10/2003 10:14

warrants now only 8p out of the money 83p versus 175p
8.23am 16.10.03 8.25p ''' 83.25p'''' 175.25

[washbrook] 15/10/2003 08:38

The warrant looks much more attractive than the share.
With gearing of 2 times and only 9p out of the money.

[owston] 11/2/2002 19:18

held the warrants for a while, I tend to agree with the others here they are excellent value. The trust is well managed and has protected NAV well when other asian trusts have suffered over the last 18 months.

I bought the warrents at 32p and will be holding right through the recovery. I hope it will compensate for holding DELW warrent for 3 years without a penny in profit! But, dated at 2010 as well, I live in hope, if they make £1 I will be a millionaire, well, not quite!

[bocadillo] 25/1/2002 00:50

moldram: If you want to see an example of an elastic under real strain, have a look at ABL and ABLW divergence on 'favourite warrants' thread. I have never seen this before, where the share rises consistently, and the warrant goes in the opposite direction! I would be interested to hear your comments on that one, Regards, Boc.

[bocadillo] 25/1/2002 00:37

This investment trust warrant's exercise date is November 2010: smaller companies. The warrant gearing has been about 3 since 11.9.01, and is now just under that figure. As a matter of interest,in July 2000, the share stood at £1.02, and the warrant at 43.50p, when the gearing quickly narrowed to 2.3.
I would therefore expect a surge in warrant price to July 2000's level if the share tops £1: a profit of almost 23% on today's warrant price.Regards, Boc.

[moldram] 24/1/2002 11:16

The warrants are even better value.

AAS goes up and up and the warrants get cheaper and cheaper. When will the elastic break and a massive surge in warrant price take place?

[energyi] 25/12/2001 09:00

Here it is with the data finished...

Date...NIKK...NAV...AAS
20.dec 13914 111.15 93.00
27.dec 13981 109.40 91.25
03.jan 13786 107.65 88.75
10.jan 13433 108.67 91.00
17.jan 13668 110.21 93.50
24.jan 13894 113.95 95.50
31.jan 13844 114.90 95.25
07.feb 13366 115.39 94.25
14.feb 13284 114.98 94.25
21.feb 13100 117.15 93.25
28.feb 12884 115.97 92.75
07.mar 12724 113.45 93.50
14.mar 11820 109.82 91.25
21.mar 13104 108.01 92.25
28.mar 13766 106.69 91.75
04.apr 13243 103.22 87.50
11.apr 13174 104.37 88.00
18.apr 13641 104.88 90.50
25.apr 13827 104.34 89.25
02.may 14421 105.87 89.00
09.may 14085 106.62 89.00
16.may 13694 108.91 89.00
23.may 14068 110.62 89.00
30.may 13493 111.07 88.50
06.jun 13175 112.44 92.00
13.jun 12823 113.80 91.50
20.jun 12675 112.66 91.50
27.jun 12829 112.09 92.50
04.jul 12817 112.11 92.50
11.jul 12005 110.93 90.50
18.jul 11893 111.30 92.00
25.jul 11892 111.31 91.50
01.aug 11959 114.59 94.50
08.aug 12163 116.19 94.75
15.aug 11755 114.84 95.50
22.aug 11396 112.99 94.00
29.aug 10980 112.77 94.00
05.sep 10599 112.24 92.00
12.sep 9610 108.17 85.50..21.0%
19.sep 9940 102.00 85.50..16.2%
26.sep 9642 100.39 81.00..19.3%
03.oct 9924 101.41 83.50..17.7%
10.oct 9965 104.02 86.50
17.oct 10756 106.26 88.50
24.oct 10802 108.30 89.50
31.oct 10366 105.00 88.00
07.nov 10285 104.71 89.50
14.nov 10087 106.65 91.50
21.nov 10661 110.61 92.50
29.nov 10625 111.09 92.25
05.dec 10714 111.77 95.00
12.dec 10802 113.03 95.50
19.dec 10472 111.12 92.00

[goldstone] 25/12/2001 00:03

Date...NIKK..NAV..(Hold)
20.dec 13914 111.15 81.75
27.dec 13981 109.40 80.25
29.dec......94.66
03.jan 13786 107.65 79.25
10.jan 13433 108.67 76.50
17.jan 13668 110.21 83.00
24.jan 13894 113.95 83.50
31.jan 13844 114.90 81.75
07.feb 13366 115.39 79.25
14.feb 13284 114.98 76.75
21.feb 13100 117.15 74.25
28.feb 12884 115.97 75.75
07.mar 12724 113.45 76.50
14.mar 11820 109.82 71.75
21.mar 13104 108.01 75.75
28.mar 13766 106.69 80.25
04.apr 13243 103.22 81.00
11.apr 13174 104.37 81.75
18.apr 13641 104.88 85.25
25.apr 13827 104.34 88.25
02.may 14421 105.87 94.25
09.may 14085 106.62 90.75
16.may 13694 108.91 89.00
23.may 14068 110.62 90.50
30.may 13493 111.07 88.50
06.jun 13175 112.44 89.25
13.jun 12823 113.80 88.75
20.jun 12675 112.66 xx

27.jun 12829 112.09 92.50
04.jul 12817 112.11 92.50
11.jul 12005 110.93 90.50
18.jul 11893 111.30 92.00
25.jul 11892 111.31 91.50
01.aug 11959 114.59 94.50
08.aug 12163 116.19 94.75
15.aug 11755 114.84 95.50
22.aug 11396 112.99 94.00
29.aug 10980 112.77 94.00
05.sep 10599 112.24 92.00
12.sep 9610 108.17 85.50..21.0%
19.sep 9940 102.00 85.50..16.2%
26.sep 9642 100.39 81.00..19.3%
03.oct 9924 101.41 83.50..17.7%
10.oct 9965 104.02 86.50
17.oct 10756 106.26 88.50
24.oct 10802 108.30 89.50
31.oct 10366 105.00 88.00
07.nov 10285 104.71 89.50
14.nov 10087 106.65 91.50
21.nov 10661 110.61 92.50
29.nov 10625 111.09 92.25
05.dec 10714 111.77 95.00
12.dec 10802 113.03 95.50
19.dec 10472 111.12 92.00