Baillie Gifford Shin Nip... Investors - BGS

Baillie Gifford Shin Nip... Investors - BGS

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Baillie Gifford Shin Nippon Plc BGS London Ordinary Share GB00BFXYH242 ORD 2P
  Price Change Price Change % Stock Price Last Trade
-1.50 -0.63% 237.50 13:35:46
Open Price Low Price High Price Close Price Previous Close
238.00 236.50 238.50 239.00
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Top Investor Posts

sigmund freud: I looked up all the IT's I could invest in via my discount ISA provider. BGS had the highest percentage of property investment I could find at 20%. Agree that Japanese REITs are a good place to invest right now. So please, anyone, let us all know how we can all get better exposure as a UK small investor
asmagliocco: Salve Ptolemy, In fact (not being a sophisticated investor!) I only discovered the REIT stocks' existence after investing in BGS, so I'm still in a learning phase about them. Not urgently, because there's not a lot of cash to invest, and BGS is preforming well anyway. OTOH, I too want to know more. If I find anything useful, I'll post it here. Hope you will too and thanks for the starting post's news. (for some reason trying to register a nickname on ADVFN has failed so I'm using my own!)
belize1970: Lex: Japan Published: October 3 2005 14:33 | Last updated: October 3 2005 20:08 Everyone is big in Japan apart from the Japanese. While foreigners have accumulated a net $60bn of Japanese equities so far this year, pushing the stock market to four-year highs, locals are continuing their decade-long selling spree. Are they being unduly gloomy? Despite a weaker than expected Tankan business confidence survey on Monday, Japan's economy is expanding more rapidly than most of the eurozone. The country has a reformist prime minister, consumers are spending more and the corporate sector has large cash reserves. There are, however, two issues that might cause investors to pause especially once burned, twice shy domestic ones. The first, shared with foreigners, is the miserable level of dividends. Despite sporadic increases, the yield remains as derisory as that on long-term bonds, at around 1.2 per cent. The second is valuation. Japanese stocks trade at a premium to global peers, while earnings growth is slowing. Assuming corporate Japan makes this year's consensus 5 per cent growth in recurring profit, it will have achieved an unprecedented four years of consecutive growth. Much of that growth has come from corporate restructuring and zero borrowing costs. These effects will fade, while top-line growth remains hostage to global demand, given the large weighting of exporters. The Japanese have put their investment cards firmly on the table; all but two of the 10 most popular mutual funds have an overseas focus. For now, liquidity should support Japanese equities, but their momentum is slowing.
deltablues: The time may now have come. Nick Glydon (the chartist in the Sunday Business) reckons the Japanese bear market is over - the Topix and the Second Section index have both cleared resistance points and leading stocks are breaking out on huge volumes. Also the yen is rising, which makes Japanese assets worth more in sterling terms. However, the Nikkei is struggling to get past 12000 (although it's not a very representative index). Also, analysts have wrongly called the bottom on the Japanese market even more times than they have on the Nasdaq, and that's saying something! I've just bought some FLMJ in my one of my ISAs, which is on a discount of 13.9%. (BGS is now on 14.8). I didn't consider BGS as I don't like buying trusts which have warrants outstanding (although it's always possible to buy the warrants, if you can handle the extra risk from the gearing). Also, FLMJ is one of the largest investment trusts around, so is more likely to appeal to institutional investors looking to play the Japanese market, hence more scope for reduction in the discount. I'm not saying that the Japanese economy is out of the woods - it isn't. Domestic demand is almost non-existent and there's still no sign of economic reforms, but exporters and technology companies will benefit from the pick-up in world trade, and any fund manager worth his salt will be heavily overweight in those areas. This is not a "buy and hold for 10 years and quintuple your money without much effort" situation - more a case of slowly feeding money in and keeping a close eye on it. Just my opinions, do your own research, etc etc.
20club: Anybody else think that the Japanese Mkt. is getting cheap? We are about to test 12,800 Low. If the Nikkei 225 falls below that, then it will mean a new post-bubble low for the index. I understand that the Jap. govt. is now looking for ways to bring new investors into the market to prevent a sell-off going into the end of the Jap. fiscal year at 31 March. BGS may be a way to play a recovery. But perhaps not just yet. BGS has a 20.6% discount to NAV, the largest for any Japan-related Investment Trust. It is a member of the "20% Club"!
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