Japanese Accelerated Perf Fund Share Discussion Threads

[energyi] 02/1/2008 08:43

FXB- 03000
..

Fidelity Japan's holdings

Symb. Holding================= (%) Rank
7203/ TOYOTA MOTOR CORP....... 6.4 1 (1)- 141420
..
7751/ CANON INC............... 4.2 2 (4)- 138012
..
7974/ NINTENDO CO............. 3.9 3 (2)- 140007
..
8031/ MITSUI & CO............. 3.9 4 (5)- 139785
..
8404/ MIZUHO FINANCIAL GROUP.. 3.1 5 (3)- 141681
..
7267/ HONDA MOTOR CO.......... 2.9 6 10)- 138949
..
4502/ TAKEDA PHARMACEUTICAL CO 2.9 7 -- - 141071
..
8053/ SUMITOMO CORP........... 2.8 8 (7)- 140999
..
8058/ MITSUBISHI CORP......... 2.3 9 -- - 139768
..
5214/ NIPPON ELECTRIC GLASS... 2.2 10 9)- 140142
..

Shin Nippon (Bailey Gifford) - 30-Nov-07
6379/ SHINKO PLANTECH......... 4.3 1 (1)- 140651
..
6268/ NABTESCO CORP........... 3.5 2 (2)- 1540690
..
7893/ PRONEXUS INC............ 3.2 3 -- - 136900
..
4708/ MOSHIMOSHI HOTLINE...... 3.0 4 (5)- 142507
..
2400/ MESSAGE CO.............. 2.9 5 (9)- 1702749
..
6425/ ARUZE CORP.............. 2.8 6 (3)- 142496
..
6400/ JUKI CORP............... 2.8 7 (4)- 141306
..
9650/ TECMO INC............... 2.7 8 (6)- 143024
..
6269/ MODEC INC(JAPAN)........ 2.5 9 10)- 1459081
..
8929/ FUNAI ZAISAN CONSULTANTS 2.3 10 8)- 1757339
..

[energyi] 02/1/2008 08:21

Maybe you mean MoneyWeek?

see:

[kiwi2007] 02/1/2008 01:12

The FT (or an FT writer) about 3 months ago tipped the Japanese market to perform either very late 2007 or early 2008.... dunno myself ??

[energyi] 02/1/2008 00:17

and back down to 15,250

[energyi] 27/12/2007 01:19

Nice bounce off 15,000

[energyi] 18/12/2007 00:40

MIGHT BUY SOME NIKKEI CALLS...
i see nik. down near 15,000

[briarberry] 03/12/2007 15:06

Dec. 3 (Bloomberg) -- Japan's companies cut spending for a second quarter as the U.S. housing recession dims the outlook for global economic growth.

Capital spending fell 1.2 percent in the three months ended Sept. 30 after a 4.9 percent drop in the previous period, the Finance Ministry said in Tokyo today. The decline was less than the 2.5 percent median estimate of eight economists surveyed.

Profit at the 24,000 companies surveyed fell for the first time in five years, giving them less cash to invest in equipment and personnel in coming months. Wages failed to rise in October, the government said today, a sign domestic consumers may be unable to pick up the slack left by falling exports to the U.S., Japan's biggest overseas market.

[knowing] 22/10/2007 23:19

Toyota Motor Toyota posts record operating profit in H1




TOKYO (Thomson Financial) - Japanese auto giant Toyota Motor Corp likely
posted a record consolidated operating profit of 1.2 trillion yen in the first
half ended in September, up 10 percent from a year earlier, thanks to solid
sales in Asia and the Middle East as well as in the US and Europe, the Nikkei
business daily
reported on Tuesday.
Sales increased about 10 percent to nearly 13 trillion yen as global demand
for new cars grew,
except in Japan, Nikkei said, without identifying its sources.
The low-priced IMV (Innovative International Multipurpose Vehicle), a
strategic model for emerging economies, enjoyed strong sales in Indonesia and
other Asian countries, as well as in Oceania and the Middle East, the newspaper
said.
Because the direction of the dollar-yen is now uncertain, Toyota will likely
maintain its full-year forecast for sales of 25 trillion yen and operating
profit of 2.25 trillion yen, Nikkei said.

[rambutan2] 22/10/2007 14:08

a laxey holding...

Nippon Commercial ('Nippon')

Nippon Commercial is a Japanese REIT that invests in medium to large sized
offices and high quality retail facilities in Tokyo and other major Japanese
cities.

We expect office rents for the kind of property owned by Japanese REITs to see
significant rental growth over the next few years and Nippon Commercial is well
placed to benefit from both office rental growth on its existing portfolio and
the positive spread still available on debt funded property purchases in Japan.
The company's shares are currently trading at a significant discount to a NAV.

As at the 30th June, 2007 your Company had a 0.61% economic interest in Nippon,
worth $6,766,833, 2.30% of the Company's NAV.

[energyi] 22/10/2007 08:44

JP:8952 Japan Real Estate (Tokyo) ; 1232643

[knowing] 11/10/2007 23:21

Thursday, October 11, 2007 11:04:27 AM ET
Dresdner Kleinwort Wasser.

LONDON, October 11 (newratings.com) - Analysts at Dresdner Kleinwort say that although the Bank of Japan (BoJ) left rates unchanged on Thursday, it still maintains a preference for tightening.

In a research note published this morning, the analysts mention that the BoJ did not change the assessment of the Japanese economy, saying that it is "expanding moderately" and is expected to "continue expanding moderately." The BoJ also indicated that business sentiment was generally favourable, although it has recently become cautious in some sectors, Dresdner Kleinwort says. The analysts expect the BoJ to hike rates at least one time before the end of the year.

[knowing] 10/10/2007 21:44

Wednesday, October 10, 2007 12:30:06 PM ET
Dresdner Kleinwort Wasser.

LONDON, October 10 (newratings.com) - Analysts at Dresdner Kleinwort say that the Bank of Japan (BoJ) is likely to leave interest rates unchanged at its Thursday meeting.

In a research note published this morning, the analysts mention that recent economic data on Japan shows that there is no excuse for the BoJ to raise rates. Slowing economic growth and deflation are the two main characteristics of the Japanese economy, Dresdner Kleinwort says. The BoJ is likely to also want to take more time to assess the impact of the recent credit crunch and might delay a rate change for that reason as well, the analysts add.

[haveagoodday] 29/9/2007 00:00

That W (double bottom) already has.

[knowing] 28/9/2007 23:38

Tankan report this week will decide where the market is heading.

[haveagoodday] 28/9/2007 07:37

Last Updated: Friday, 28 September 2007, 06:17 GMT 07:17 UK

Japanese inflation keeps falling

Car part production bounced back in August after July's earthquake
There are signs the Japanese economy has not yet escaped from deflation, with consumer prices falling for the seventh straight month.
Inflation fell 0.1% in August compared with the same month last year, making a rate rise from the Bank of Japan less likely before the end of the year.

Industrial production was stronger than expected in August, despite the problems on global stock markets.

Industrial production rose 3.4% compared with July.

It was helped by a recovery in car production, which had been slowed by an earthquake in July.

Exports also grew, despite the market problems for some of Japan's biggest customers such as the USA, but analysts say it is too early to conclude that the slowdown there will not hit Japan.

more

[knowing] 27/9/2007 22:58

Japan Property

[haveagoodday] 26/9/2007 07:46

Last Updated: Wednesday, 26 September 2007, 06:05 GMT 07:05 UK

Japan sees jump in trade surplus

Japan's trade surplus hit a 24-year high in August, with surging exports to other Asian nations and Europe offsetting slower sales to the US.
The monthly surplus grew 288% from a year earlier to 743bn yen ($6.47bn; £3.2bn), led by rising car exports.

While exports to other Asian countries soared 16.4% and to Europe by 15.6%, those to the US rose by just 4.6%.

The weak US figure is being seen as a further sign that the American economy is slowing.

'Offsetting US dip'

The trade surplus recorded in August, as reported by the Ministry of Finance, was ahead of market expectations.

Analysts said the big increase in exports across Asia and to Europe, would ease fears that the apparent economic slowdown in the US could hit Japan's economy.

Japan's overall exports rose 14.5% in August with car exports up by 22%, while imports grew by 5.7%.

"Asian economies will likely continue to grow strongly and Japanese exports to this region will continue to rise," said Mamoru Yamazaki, chief economist for RBS Securities Japan in Tokyo.

"That should offset the expected slowdown in the US economy and US demand."