Fidelity Japan Share Discussion Threads

[all eyez on me] 14/2/2008 02:41

i AM VERY BEARISH ON THE JAPANESE ECONOMY COMPANIES HAVE BEEN WARNING LEFT RIGHT AND CENTRE MINUS INFLATION JAPAN IS STILL STUCK IN RECESSION AND WILL BE FOR ANOTHER 20 YEARS UNTIL IN CIVILISATION THE LAND OF SETTING SUN EVAPOURATES

[knowing] 14/2/2008 00:18

TOKYO (Thomson Financial) - The Japanese economy grew 0.9 percent in real terms in the fourth quarter, or at an annualized rate of 3.7 percent, buoyed by brisk capital investment and consumer spending, the Cabinet Office said Thursday. In addition, rising demand from emerging markets such as China lifted Japan's exports, helping the world's second-largest economy expand for the second straight quarter. The growth was ahead market expectations. Ten economists polled by Thomson Financial News were looking at 0.4 percent expansion for the quarter and an annualized pace of 1.5 percent, on average. Gross domestic product for the third quarter was revised down to show a rise of 0.3 percent compared to the 0.4 percent growth reported in December. Annualized, GDP grew 1.3 percent, slower than the 1.5 percent growth announced earlier. GDP in nominal terms, or before adjusting for inflation, rose 0.3 percent in the fourth quarter and at an annualized rate of 1.2 percent. The GDP deflator, which measures the degree of deflation, fell 1.3 percent from a year earlier, after declining by a revised 0.6 percent in July-September. (1 US dollar = 108.13 yen) [e-mail] yas/ms COPYRIGHT Copyright Thomson Financial News Limited 2007. All rights reserved. The copying, republication or redistribution of Thomson Financial News Content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson Financial News.

[gb904150] 14/1/2008 16:46

We're getting closer to a point at which it will be worth buying, but atm that chart is still looking horrible. Sentiment is still awful which is a good sign. I still feel that the US will get worse and Japan will become even more oversold. Still - triple whammy to be had here when the time is right. Undervalued currency. Undervalued mid/small caps. Big discount to NAV.

[jhan66] 14/1/2008 15:41

it's only 16% but it's the highest NAV discount for 2&1/2 years

[energyi] 09/1/2008 09:08

Fidelity Jap. Values Net Asset Value(s) Daily NAV Announcement - Fidelity Japanese Values Plc The net asset value (unaudited) for the above fund as at close of business on 07/01/2008 was: With debt at par: 63.73p. With debt at fair value: 63.60p. Fidelity Jap. Values Portfolio Update Fidelity Japanese Values PLCList of Top Ten Investments and all Holdings over 5% of Gross Assets at 31 December 2007, announced in accordance with Listing Rule LR 15.6.8R(2). Security Description % Gross Assets Hitachi Chemical........... 3.3 Nippon Electrical Glass 3.2 Mitsui.......................... 2.8 Daicel Chemical Industries 2.2 Mitsubishi....................... 2.1 Asahi Glass.................... 2 UBE Industries................ 2 Kawasaki Kisen Kaisha... 2 Hitachi Metals................ 1.8 JSR............................... 1.8 TOTAL 23.2 Contact for queries:Name: Mrs Tracey Cousins, Fidelity Investments International

[webby] 07/12/2007 22:10

GB agree with you but its just knowing when to jump in that is dificult as more downside seems just as likely as upside at the mo.

[bigspuds] 06/12/2007 16:44

Nav back over 70p

[gb904150] 04/12/2007 14:50

I wonder whether the time to buy will be when the US economy is officially announced as being in recession. That will be sure to knock Japanese indices for six and offer (even) cheaper buying opportunities. I read the Moneyweek piece and agree that Japanese equities appear cheap atm, especially small caps which should be better insulated from Yen appreciation related pain. The key is when Japanese consumers start to spend their Yen and repatriate their investments. I still think an investment in JPS/FJV/MJT or similar could perform really well, but the timing is difficult (as ever).

[cyborg27] 04/12/2007 12:55

All sells today in a 10,000 pattern - someones dumping a few. Might be worth buying when they've finished!

[knowing] 30/11/2007 11:18

http://money.cnn.com/2007/11/30/news/international/japan_economy.ap/index.htm?postversion=2007113006

[knowing] 30/11/2007 11:16

ALready full but SIPP money comming soon.

[bigspuds] 29/11/2007 00:44

soft yen strong wall street.........are you all gone?.....check above post and fill your boots

[bigspuds] 27/11/2007 08:03

marvelous turn around in asia last night

[cyborg27] 23/11/2007 18:02

Xmas rally coming???

[bigspuds] 23/11/2007 00:35

Was thinking that but the management of this fund seems like its by a fcucking immigrant.....have to average down but will wait for a while yet

[knowing] 22/11/2007 22:49

If your in for the long term this could be an ideal buying opportunity.

[bigspuds] 21/11/2007 00:43

hmmmmmm 50p could be conservative.....average down or bale?

[cyborg27] 12/11/2007 14:27

Not good is it. Trouble is you just know that as soon as you give-up & pull-out, it'll rocket!

[bigspuds] 12/11/2007 00:51

hmmmmmm could be heading sub 50p

[knowing] 29/10/2007 20:58

LONDON, October 29 (newratings.com) - Japan's retail sales rose 0.5% y/y in September, according to data published on Monday by the Japanese Ministry of Economy, Trade and Industry, marking the second consecutive month of increase. The Ministry of Economy, Trade and Industry said that the strong reading was due to unseasonably warm weather, which raised sales of products such as cosmetics, soft drinks and gasoline. Fuel sales rose 1.2%, while apparel and fabrics declined 1.1%. Tetsuro Okada, senior economist at Japan Research Institute, cautioned that the rise did not show a recovery in consumption, since it was dependant on an uncertain factor, such as the weather. Retail sales fell 0.5% in the third quarter, the ministry added.

[knowing] 29/10/2007 10:26

Japan's Stocks Surge on Earnings; Topix Has Best Day in a Month By Patrick Rial and Kotaro Tsunetomi Oct. 29 (Bloomberg) -- Japanese stocks rose, with the Topix index advancing the most in a month. Nissan Motor Co. soared 14 percent after it reported profit that beat analysts' estimates, boosting confidence in the worst-performing developed market. http://www.bloomberg.com/apps/news?pid=20601084&sid=a6WNh0xQon9g&refer=stocks

[knowing] 11/10/2007 16:54

http://money.cnn.com/news/newsfeeds/articles/newstex/AFX-0013-20164858.htm?section=money_markets

[knowing] 11/10/2007 06:49

http://www.bloomberg.com/apps/news?pid=20601084&sid=aem0HK5apj8o&refer=stocks Moodys raises debt rating for Japan