Jpmorgan Chinese Investm... Share Discussion Threads

[igoe104] 15/5/2007 14:48

WHAT i think that has happened, folks have had there jmc, isa invoices and some are tempted to take there 20% on the year. i,m sure in due course they will be a upward correction in the share price, as folks realise this is undervalued.

ps put star energy in your watchlist (star)

[rabain] 15/5/2007 14:43

nav up 2.5p share price down 1.5p. Discount approaching 11%. Igoe can you explain what's happening?

[rabain] 15/5/2007 00:51

a .25 rise on the back of a 9% rise in China, 9% discount to nav and 1.5% rise in Hong Kong is spectacularly unspectacular...we seem to have priced in the bursting of the China bubble without it actually forming in the first place.
underwhelmed!

[rabain] 11/5/2007 14:52

That may be true igoe, but I can't help thinking there are better ways to catch the China wave than with this rather pedestrian it, now at 9% discount to nav

[rabain] 04/5/2007 22:07

nice jump in nav over the last couple of days, discount now 6.5%

[igoe104] 04/5/2007 11:39

YOU CAN,T BE aidasoa. your a holder of jmc. i fancy this fund to fly over the next few years.
olympic year next year, that will be big growth for the chinese ecomony.

[aldasoa] 04/5/2007 11:36

How stupid of me!

[igoe104] 03/5/2007 12:22

IF you look at it again, the first name is the name of the trust. then the 10 largest investments.

[aldasoa] 03/5/2007 11:00

They seem to have made a mess of the 'TEN LARGEST INVESTMENTS' anouncement. There are 11 companies and 10 percentages totalling 40.7. A similar mistake has been made with JII.

[igoe104] 05/3/2007 15:37

WELL OVER-SOLD COMPARED to its net-asset value, great buying opportunity.

JPMORGAN CHINESE INVESTMENT TRUST PLC: (95.01 )

[igoe104] 02/3/2007 15:29

jmc top ten investments.

Ten Largest Investments JPMorgan Chinese Investment Trust
JF China Pioneer 'A' share Fund 7.8
China Mobile 6.9
Taiwan Semiconductor 6.5
Hon Hai Precision 4.2
Petrochina 3.5
China Life Insurance 3.3
China Construction Bank 2.8
Cheung Kong 2.6
Formosa Chemicals & Fibre 2.6
Cathay Financial 2.6

[igoe104] 28/2/2007 12:17

yes it is good value again.

THE NET ASSET VALUES IN PENCE WITH DEBT VALUED AT PAR AS AT MARKET CLOSE ON 27TH
FEBRUARY 2007 WERE AS FOLLOWS:


JPMORGAN CHINESE INVESTMENT TRUST PLC: 98.72

[mart] 28/2/2007 12:09

Heaven sent opportunity to load up again.

[gurp] 27/2/2007 23:56

Kennedy shouldn't have gone for a drive in Dallas - IMO

[doctor robert hope] 27/2/2007 23:28

Whoops time to buy China and Russia was 1998 to 1999 IMO

[gurp] 27/2/2007 23:11

Hhmm - do you really??????????????????????????????????

[igoe104] 27/2/2007 10:47

IT will probably improve as the day goes on, you do get these tree shakes in china from time to time. but as we are all aware china will be the no1 economy in 10-15 years time. so my advice instead of doing a pension, stick it in a monthly (jmc) isa. the returns will be massive over the long term. i,m sticking £200 a-month in this, over a 20 year period. alot of the funds investments will be big blue companies by then. big returns, in A LUMP SUM.

[mart] 27/2/2007 10:10

Hhmm...I think the fall is overdone.

[igoe104] 26/2/2007 13:37

News on the funds biggest investments.

Investors are playing catch-up in Taiwan because neighboring markets have advanced while they were on holiday,'' said Yin Nai-yun, who oversees $172 million at Prudential Securities Investment Trust Enterprise in Taipei.

Taiwan Semiconductor, the world's biggest supplier of made- to-order chips, rose 2.4 percent to NT$68.90. Hon Hai Precision Industry Co., Taiwan's largest electronics company, advanced 2 percent to NT$228.50.

China Mobile Ltd., the world's largest mobile-phone operator by users, slipped 2.7 percent to HK$77.15 in Hong Kong. The stock soared 18 percent this year through Feb. 23, outperforming the 3.7 percent gain in the benchmark. The shares closed at HK$79.35 on Feb. 22, its highest on record, according to Bloomberg data.

China Mobile's weighting in the Hang Seng Index will be reduced to 16 percent from 21 percent as changes in the benchmark's quarterly review take effect after the market closes on March 9, HSI Services Ltd. said on Feb. 9.

``With its weighting being reduced in the HSI changes ahead, I think the stock will see on-going weakness as some locking in profit and others shorting the stock,'' said Andrew Sullivan, head of Asian sales trading at Daiwa Securities SMBC Co. in Hong Kong.

[igoe104] 14/2/2007 14:38

This fund WILL ONLY GET BIGGER OVER THE NEXT COUPLE OF YEARS, I EXCEPT IT TO BE OVER £2 MID 2009.

[pinhead3] 31/1/2007 20:28

Sp back to a discount to NAV, certainly a more sensible level.

[igoe104] 31/1/2007 14:42

WELL THATS A GOOD THING, YOU DON,T WANT A BUBBLE. IT ALSO SHOWS THINGS ARE GOING WELL.
maybe alittle short-term miscomfort, but this will be a hell of alot higher in the next few years.

[grippa] 31/1/2007 14:42

Overreaction today!

[gurp] 31/1/2007 14:01

today: Dealers said China stocks were affected by comments from some mainland officials suggesting plans to implement more measures to cool the country's economy and stock markets.