Jpmorgan Japanese Invest... Share Discussion Threads

[nikolaos17] 28/1/2006 10:34

JFJ Morgan I have gone in at 334p after switching from BGFD and BGS as their asset values have fallen to 270 and trading at 300p
JFJ and FJV both hare trading at their asset value or slightly below
I was holding BGS for the last 18 months bought around 110p and 135p.
I beleie is oly the beginning of the great recovery from 39,000 to 7800
and now ove 16,000....we are at late stages offirst leg of recovery and my portofolio is 45% weighted in Japan and 28% in Dragon economies Rst in Gas and oil...and vodafone...I have gon out of gold but iam looking to get in again

[knowing] 27/1/2006 10:28

BEIJING (AFX) - A summary of Asian economic and corporate news at 1000 GMT:

JAPAN:
-Dec core CPI up 0.1 pct yr-on-yr; Tokyo Jan core CPI up 0.1 pct
-Dec commercial sales up 4.5 pct yr-on-yr; retail sales up 1.2 pct

-Seiko Epson Q3 to Dec net profit 9.09 bln yen vs 520.48
-Seiko Epson Q3 net tumbles 56 pct on falling device prices; warns of FY
loss
-Daiwa Securities 9-mths to Dec net profit 84.6 bln yen vs 33.6 bln
-Takefuji 9 mths to Dec net profit 44.72 bln yen vs 50.51 bln
-Taisho April-Dec net profit 22.35 bln yen vs 26.81 bln yen
-Isetan April-Dec net profit 15.72 bln yen vs 12.62 bln yen
-Nippon Sheet Glass 9 mths to Dec net profit 5.78 bln yen vs 6.11
-Oki Electric Q3 to Dec net loss 2.3 bln yen vs profit 1.8
-Oki Electric slides to Q3 loss on falling prices for chips, printers

[knowing] 27/1/2006 08:32

Back to pre-drop levels.

[knowing] 24/1/2006 08:25

Nice rise on the Nikkei today.

[nephin] 20/1/2006 12:18

We're back to a healthy NAV discount again too.

[nod] 20/1/2006 10:46

yes, hopefully that little correction is over and we can resume

[nephin] 19/1/2006 08:43

I think that we're back in business boys

[orvil] 19/1/2006 08:29

I purchased another 8000 JFJ CFDs at 320.5 I think it has further to rebound.

[nephin] 18/1/2006 17:34

Orvil & Co

I thought that the sell off was going to be more savage than this, mind you I'm not exactly over the moon with it but I'm a bit relieved.

I loaded up with VED this morning so I will be switching on early in the morning for thier figures

Lets hope that we all have a better day tomorrow.

[orvil] 18/1/2006 15:28

I have just taken on another 10k CFDs at 3.14 for the rebound hopefully in the morning if not I may have to buy some more until it does big style.

[knowing] 18/1/2006 11:53

TOKYO (AFX) - The chaos on Japan's stock market is temporary and the world's
second largest economy remains in solid shape, Prime Minister Junichiro Koizumi
said.
"I believe it is temporary because I think the general situation of the
economy is solid," Koizumi said.
He called on the Tokyo Stock Exchange and brokers to resolve the turmoil as
it weakened bourses around the world.
"I want them to make utmost efforts to deal with it," Koizumi said.
The Tokyo Stock Exchange closed early for the first time ever to prevent a
system crash due to heavy trading volumes, on concerns about allegations of
fraud at internet company Livedoor.
"It is unfortunate that this happened, especially when the stock market was
going strong," Koizumi told reporters.

[markth] 18/1/2006 11:44

I'm looking at BGS, JFJ, and JPS. Might as well buy some of each....think I'll wait to see what happens when the US starts to trade.

[knowing] 18/1/2006 11:24

I have added to my Japan portfolio. Fall well overdone IMO

[markth] 18/1/2006 11:17

This one is starting to pick up now. It could be time.

[megsta] 18/1/2006 11:08

these things usually take 3 days to resolve... Japan has now had those 3 days (mon, tues, wed) they are opening tomorrow on 4th day from news break..

So if you want to gamble, buy before the Japan market opens on its 4th day. Or wait-and-see.

As always DYOR! and p.s. gambling is not healthy!

----------------

Tokyo bourse to delay afternoon trading sessions by 30 minutes from tomorrow

TOKYO (AFX) - The Tokyo Stock Exchange said it has decided to delay the
start of the afternoon sessions by 30 minutes from tomorrow, as the fall-out
from Monday's raid on internet company Livedoor Co continues.
The bourse said trading will start at 1.00 pm (0400 GMT) for the time
being,with the session ending at 3.00 pm (0600 GMT), in line with its regular
practice.
The TSE also said it will end trading in listed shares and convertible bonds
prior to the official close, should the number of orders exceed 8.5 mln and the
number of executed deals hit 4.0 mln.
The exchange today stopped accepting any new orders for all listed shares
and convertible bonds at 2.40 pm (0540 GMT), 20 minutes before the scheduled
close at 3.00 pm, to avoid any trading system failure in view of the surging
trading volume caused by the Livedoor probe.
This was the first time in its 57 year history that it has shortened trading
hours.

----------------

[grippa] 18/1/2006 10:57

mark...I think you are exactly right...just a question of when to jump back in???

[markth] 18/1/2006 10:52

Looks like a buying opportunity to me. Sold out a large holding of BP. this morning to be in cash so I can take advantage.

[nephin] 18/1/2006 08:27

Meltdown by the looks of it.

[supermum] 18/1/2006 06:09

morning all.. the way that the nik has dropped ANOTHER 2.5% it doesn't look
like its going to be a pretty site today...

TOKYO (AFX) - The Tokyo Stock Exchange said it will suspend transactions on all listed shares and convertible bonds, to avoid any trading system failure, at 2.40 pm (0540 GMT) here -- the first such action in its 57-year history.

As of 2.25, the number of executed transactions reached 4.0 mln, just shy of the limit of 4.5 mln.

[e-mail]

SM

[ppowerscourt] 18/1/2006 05:41

Livedoor in mainstream news this a.m. accused of covering-up after spreading false information re: Nikkei. Europe open will not be pleasing!

Hello, everybody here.

[ppowerscourt] 18/1/2006 05:14

Morning, Nikkei down about 464 this a.m.and exchange suspended trading due to abnormally high volumn. Seemed like selling not finished yet. US Intel suffered a further 5% off after hours. Think market correction has arrived fast and furious after recent strong rise. Timing, timing, timing....

[slj] 18/1/2006 00:33

JSX:NI225 for Nikkei 225

[orvil] 17/1/2006 18:36

Huttonr-thanks I also was wondering