Baillie Gifford Shin Nip... Share Discussion Threads

[betman] 27/4/2010 13:53

If one was going to put more money into Japanese ITs which would people use and why ? Currently I am in BGFD and BGS

[andrbea] 02/3/2010 09:16

jmgs doing well too

[dynamohum] 02/3/2010 09:12

This will be very, very, beneficial to those who invest early

It is still in the smart money stage.

[zcaprd7] 01/3/2010 12:46

I tend to agree.

I've been nibbling on BGS, as well as BGFD, JFJ and SJG - all breaking out of short term highs...

[dynamohum] 25/2/2010 11:17

A Long time since the last post on here.
BUT NOW IS THE TIME FOR THE JAPANESE MARKET.

[hectorp] 24/10/2008 07:34

It is! it halved since the last chart above.
I believe this invests in JApan Smaller Cos.. maybe some excellent value in here now.

[sigmund freud] 14/6/2008 12:45

I think this very long-term chart is starting to look very interesting...

[cnx] 14/4/2008 05:34

this has failed to deliver over last 10 years. can anyone see cause for hope

[rogerbridge] 01/4/2008 16:49

Bought for my ISA the other day.Long term value here.

[international] 08/12/2007 01:38

How many folks here have that slanty eye look ?

[watwungyi] 08/12/2007 01:30

in search of out of favour, but fundamentally strong sector, this stock caught my attention. really interesting.

[hectorp] 08/7/2007 11:33

WEll is this now cheap or what.. or is it not as good a buy as other Japanese Funds?
This is down over 40% from 1995 highs... Could this recover in the 2nd half.

[asmagliocco] 01/3/2007 20:29

Hi, just to let those seeking Japanese property exposure know that there are now 2 investment companies (that I know of) specialising in Japanese REITs: tickers JRIC and PEJR. Baillie Gifford has a stake in one of them but forget which.

[hoggetwood] 24/2/2007 18:37

ISA23. Presumably people buy when the share price is at a premium to the nav because they rate the manager's stock-picking. Indeed the premium might be viewed as showing the market's confidence in this. If, though, a recent rising trend in share price is due mainly to a rise in the premium rather than in the underlying nav, then I steer clear. [Incidentally, I do hold IJD.]

[isa23] 23/2/2007 17:18

very clever. selling 500000 shares to bigger fools who are prepared to buy 214p for 221.5p when other Japanese trusts such as ijd & mjt are trading at over 5% discount!!!

[sigmund freud] 28/11/2005 21:50

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] 26/11/2005 10:10

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!)

[ptolemy] 25/11/2005 11:16

asmagliocco (interesting name - origin?)

I agree with you about bombed out propoerty prices compared with past. BGS looks a good choice. Do you know of any other way into the Japanese property market aside from direct investment? Newswire below refers to REIT stocks - did you look at hrese before choosing BGS - what did you think? TIA

todays fall may be due to:

0508 GMT [Nikkei/Dow Jones] REIT stocks weak due to concerns triggered by news that architect falsified data on earthquake resistance of buildings whose plans it drew up; if some of buildings owned by REITs found to be structurally deficient, removal of tenants would result in large impact on earnings, says CSFB analyst. Nippon Building Fund (8951.TO) down 0.8% at Y963,000; Japan Prime Realty Investment (8955.TO) down 0.6% at Y326,000.(TIN

[asmagliocco] 17/11/2005 13:58

Nice rise today, now trading at a small premium to NAV.

[asmagliocco] 01/11/2005 16:37

On a quick round-up of Japan Investment trusts, it seems BGS is the one with a more major accent on property (real estate and construction) holdings (around 20% of the p/f.). So this is the one I invested in today. We all know of the stock market slump of many years now, but the property market also crashed by about 80% so I see this sector as key if we are really and finally in recovery mode.

[belize1970] 04/10/2005 05:53

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.

[dondee] 04/11/2003 19:09

It just keeps rising.

[dondee] 13/8/2003 20:58

Num. Code Price Size Type C T Bid Offer Time Buy Sell ? Buy % T.Buy T.Sell T.?
9 000VG2H303 108.0 25000 O 107.0 109.0 16:13:52 25,000
16,000 286,500
8 000VG9DY03 108.5 50000 O 107.0 109.0 16:09:00 50,000
16,000 261,500
7 302YUABZ03 107.1 11500 O 107.0 109.0 15:36:00 11,500
16,000 211,500
6 000VG49903 108.0 50000 O 107.0 109.0 15:14:11 50,000
16,000 200,000
5 202WQDAU03 107.5 100000 O 107.0 109.0 15:14:03 100,000
16,000 150,000
4 1029NJ8V03 108.1 50000 O 107.0 109.0 15:13:00 50,000
16,000 50,000
3 202WPQWL03 108.48 2000 O 107.0 109.0 12:34:00 2,000
16,000
2 302YTMNI03 108.48 3000 O 107.0 109.0 11:11:00 3,000
14,000
1 302YTLEF03 109.0 5000 O 107.0 109.0 9:54:35 5,000
11,000
0 302YTG8N03 108.5 6000 O 107.0 109.0 9:10:19 6,000
6,000