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Share Name Share Symbol Market Type Share ISIN Share Description
Fidelity China Special Situations Plc LSE:FCSS London Ordinary Share GB00B62Z3C74 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  7.50 1.86% 411.50 412.00 412.50 413.00 409.00 409.50 2,115,927 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 33.0 25.2 4.5 91.2 2,121

Fidelity China Special S... Share Discussion Threads

Showing 576 to 595 of 950 messages
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DateSubjectAuthorDiscuss
15/10/2011
12:19
and lower volatility .... very much a geared play on the HSI (Hang Seng index)if thats what were looking for.
spacecake
12/10/2011
15:32
Perhaps better off with a cheaper ETF? iShares FTSE China 25 (FXC.L) has performed better - and with lower charges, no stamp duty and closer buy/sell spreads!. Even pays a 2.1% dividend!
kiwi2007
04/10/2011
11:49
Very interesting that both Buffett and Bolton appear to have been very bullish on 2012 prospects - two of the greatest allocators of capital and stock pickers of the last 50 years. I am 100% in cash currently and very bearish on China over the next 2/3 years - their views made me think twice but luckily stuck with my own view.
essentialinvestor
04/10/2011
09:53
Anthony Bolton's China Special Situations fund has raised £460m making it the largest investment trust IPO in 16 years. Bolton is convinced that China is "the investment opportunity of the next decade". I think he may be right. This could be the right investment for the next decade, ie 2020 to 2029. Certainly ain`t right for the current decade.
tyranosaurus
04/10/2011
08:18
In the current climate I don't see this turning around with any great conviction, at some point it has to stop falling but may then bump along the bottom for years with occasional rallies. The 1930's depression took decades to sort its self out - why should it be any different this time. Just like buses and profit warnings the bad news comes in three's - Sub Prime Crisis, European Debt Crisis, .....
spacecake
04/10/2011
07:18
Halfpenny - wake up. have you not read the headlines today?
roman2325
03/10/2011
21:41
Sell what you have first thing in the morning and have something left or watch it fall like a stone.Anthony Bolton has a lot of explaining to do.
warala
03/10/2011
12:50
guess bottom about this level, but it is difficult to guess...... cant fall much further for the risk reward these are great prices.....give away prices with rapid gains probably in the pipeline and yes these will move up quickly so dont miss out...like me put some in stages.... Its only the Greeks holding the market down so lets wait for the Greek Gods to place a helping hand.....could be soon...
halfpenny
03/10/2011
12:47
i agree bounce to be huge as China middle class growing rapidly and buying..... topping up at these give away prices....looking very cheap....
halfpenny
03/10/2011
08:29
Mas - to me it's just a bit too opaque: the share price is now at a 7% discount to the NAV of 29/09, but I suspect the share price is behind the curve of a falling NAV. And they seem to be employing some derivatives - fine, so long as the counterparty is OK, which is a worry in these markets.
jonwig
03/10/2011
08:14
Wow - the price here is going to hell in a handcart. The potential bounce could be quite tremendous after it hits the bottom. The question is - where is the bottom !
masurenguy
28/9/2011
14:09
interview with Lansdown Hargreaves... http://www.hl.co.uk/news/latest-videos/bolton-why-i-am-still-positive-on-china
spacecake
27/9/2011
13:48
NAV of 73p - this puppy's trading at a premium!!
roman2325
23/9/2011
12:48
Spot on there Mas
roman2325
23/9/2011
12:16
Masurenguy - 13 Jun'11 - 442: Took profits and sold half my original holding in September and then the balance early in January. Now looking for a suitable re-entry point again. Masurenguy - 16 Jun'11 - 448: Still watching and looking for a re-entry point. Stiil not tempted yet ! Masurenguy - 8 Aug'11 - 506: Well the fall here has been quite dramatic - begining to look interesting again but I would like to see some real indications of the broader market bottoming out first before jumping back in again ! Still watching and waiting - never believed that it would go this low but if the global markets continue to fall then we could see even lower prices here - so it is too soon to consider any re-entry yet !
masurenguy
23/9/2011
11:57
Whizzy: no need to be a hero in this market. Best of luck
roman2325
23/9/2011
03:48
Bought another £5K at 2ish yesterday (4.30 AM now)@76.9 NAV 84. Roman - Ahhh i'm doing it wrong? wait until they get higher then buy? as in buy high sell low? Got'cha now thanks.
whizzy1
22/9/2011
11:16
Whizzy - where's your next level
roman2325
22/9/2011
08:29
Nice post spob
roman2325
19/9/2011
18:14
China growth fears boost Hendry's fund Last updated: September 19, 2011 4:02 pm By Sam Jones, Hedge Fund Correspondent FT A hedge fund designed to profit from a slowdown in the Chinese economy, run by the London hedge fund manager Hugh Hendry, has soared in value over the past two months as global markets have plummeted and industry peers have suffered damaging losses. Mr Hendry – a former Odey Asset Management trader – is one of only a handful of hedge fund managers positioned against Chinese growth and therefore pitted against heavyweight investors such as Anthony Bolton. More On this story Lex China property Bulls and bears battle over China's 'miracle' In depth Hedge funds Japan hurts computer-driven hedge funds Hendry plots path to go short on China Mr Hendry's Eclectica Credit Fund is constructed from a portfolio of short positions against highly cyclical Japanese corporate credits that have high exposure to Chinese demand. The fund, which raised a modest $150m from a handful of London investors when it launched late last year, is up 38.65 per cent so far this year, having returned 22.5 per cent in August – the hedge fund industry's worst month since the collapse of Lehman Brothers three years ago. The news comes as concerns of a Chinese slowdown gather speed. Wu Xiaoling, the former deputy central bank governor and vice director of the finance and economy committee of the National People's Congress, said the economy would cool next year and efforts to spur growth would be constrained by inflation, in an article published on Monday by the Chinese central bank's official newspaper. Mr Hendry's fund is up a further 11 per cent for September, according to an investor. Mr Hendry declined to comment. In comparison, the average hedge fund has lost money this year, data from Hedge Fund Research show. The HFRI composite index, which tracks performance numbers from across the industry, is down 1.47 per cent since January. Mr Hendry, a noted contrarian, began raising concerns about a Chinese slowdown in 2009 – even uploading a homemade video on to the popular video sharing site YouTube based on a visit to deserted Chinese real estate developments. His flagship Eclectica fund has had a short position against Japanese corporate credit for some time, but the strategy was only broken out as a separate specialist fund 12 months ago. Japan was the most industrially exposed economy to China, Mr Hendry told the Financial Times then. The "slightest sneeze" in south-east Asia "will give me so much... bang for my buck," he said. The fund bought up cheap credit protection on companies such as Nippon Steel or JFE Holdings for as little as 50 basis points annually, expecting spreads between to widen following an export-led slowdown. Japanese companies were highly exposed to China but such risks were currently underpriced, he said. The cost of CDS protection on US Steel, for example, was at the time about 500 basis points annually. Very few hedge fund managers share Mr Hendry's pessimism. Only James Chanos – the noted short seller who correctly highlighted corruption at Enron – has also launched a dedicated 'short China' fund, which bets against the Chinese property market through Hong Kong-listed entities. China bulls have had a rough ride so far this year, however. Mr Bolton, one of the most notable, raised $743m for his Fidelity China fund in 2010, but was forced to admit in June that returns for his fund had been "disappointing".
spob
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