Jpmorgan Chinese Investm... Share Discussion Threads

[hectorp] 02/10/2007 19:11

I was under the impression China shrares were a bad deal.. so why this?
Well before anyone asks ! I am long GFM a chinese gold miner.
But the little gem could be CEB China Eastsea ( software for China's energy companies) its on PLUS and coming to AIM.
very good chace of a 50% rise in November -december as it comes to AIM... see our thread CEB.
not a ramp, it is related.

[apetley] 27/9/2007 12:31

Can't help feeling that this is going up a little too fast and want to take a little profit but.......
On Bloomberg today it was said that there is unlikely to be any mojor downward correction in China until after the Communist Party Conference. Got an idea that that is about a month away so maybe hang on a little longer.

[knowing] 27/9/2007 10:59

Guys there is some very interesting information regarding HK on the CHIN thread.

[igoe104] 27/9/2007 10:58

STILL the buys are coming in. its looking a great chart, still think there still alot more in this yet.

[benchmark] 27/9/2007 09:51

I hold JMC and JII ... I appreciate your advice on keeping an eye on the RNS's!

[nerja] 26/9/2007 15:24

Benchmark, i am into all JPmorgan trusts a note of caution sometimes they buy the shares for cancellation, which at the moment they are doing with the japanese ones, which is entirely different, watch for the buys going into treasury as with this fund, they state they will not sell again until its at a premium.

[benchmark] 26/9/2007 15:10

Thanks nerja - that is very interesting indeed!

[nerja] 26/9/2007 14:06

Hi benchmark, they put out an rns like the one above saying they were selling in Jan, the price duly dropped, then they started buying again after the drop and put the shares into treasury and they wont sell them again until they are at a premium, check the rns they have bought loads over the last few months.

[benchmark] 26/9/2007 12:15

nerja - thanks for that. I had always (and obviously mistakenly) presumed that it would trade below the NAV. Forgive my ignorance but how do you detect when the fund manager is selling or buying?

Thanks

[nerja] 26/9/2007 10:52

Bechmark, not quite so look at these from Jan, been in this for 10 years in and out it has traded at a premium several times, in fact its one of the best signals for trading, buy when the manger buys sell when he sells at a premium


RNS Number:9060O
JPMorgan Chinese Inv Tst PLC
03 January 2007


JPMORGAN ASSET MANAGEMENT (UK) LIMITED ANNOUNCES THE UNAUDITED NET ASSET VALUES
(NAVS) OF THE FOLLOWING INVESTMENT TRUSTS AS AT CLOSE OF BUSINESS ON 2ND JANUARY
2007. THESE NAVS HAVE BEEN CALCULATED IN ACCORDANCE WITH AITC RECOMMENDATIONS
(I.E. EXCLUDING CURRENT FINANCIAL YEAR REVENUE ITEMS), EXCEPT WHERE NOTED BELOW.
THE UNDERLYING INVESTMENTS OF THE INVESTMENT TRUSTS HAVE BEEN VALUED ON A BID
BASIS, OR IF MORE APPROPRIATE, A LAST TRADE BASIS. PROVISIONS FOR PERFORMANCE
FEES, CAPITAL EXPENSES AND CAPITAL INTEREST ARE INCLUDED IN THESE NAVS WHERE
APPLICABLE.



AN ESTIMATE OF THE CURRENT REVENUE RESERVE IS INCLUDED WHERE THIS RESERVE IS IN
DEFICIT.



THE NET ASSET VALUES IN PENCE WITH DEBT VALUED AT PAR AS AT MARKET CLOSE ON 2ND
JANUARY 2007 WERE AS FOLLOWS:



JPMORGAN CHINESE INVESTMENT TRUST PLC: 100.46






RNS Number:9502O
JPMorgan Chinese Inv Tst PLC
03 January 2007



LONDON STOCK EXCHANGE ANNOUNCEMENT



JPMORGAN CHINESE INVESTMENT TRUST PLC



ISSUE OF SHARES





JPMorgan Chinese Investment Trust plc announces that today, Wednesday 3rd
January 2007, it issued 300,000 ordinary shares to a market participant at 103
pence per share representing 0.41% of the ordinary shares in issue.



It is expected that the new ordinary shares will be admitted to listing on the
Official List of the UK Listing Authority and to trading on the main market of
the London Stock Exchange on Monday 8th January 2007.



The number of shares issued under the current authority totals 300,000. A
further 21,790,000 shares are available for issue under the authority granted at
the EGM held on 1st August 2006.



The shares in issue following this notification are 74,287,001.



3rd January 2007

[benchmark] 26/9/2007 09:51

It will always be below the NAV!

[igoe104] 24/9/2007 13:08

UP SHE GOES. thats more like it. this what i expected when i first started investing into this fund, 30 months ago.

[apetley] 20/9/2007 02:47

I hold JMC JMG and JII and am very happy with the bounces from recent lows. Hopefully this will continue, the potential is huge.

[igoe104] 19/9/2007 17:37

ONCE the cap goes above 100 million. we should get more serious investors. not far now.

[igoe104] 19/9/2007 17:37

ONCE the cap goes above 100 million. we should get more serious investors. not far now.

[benchmark] 19/9/2007 17:14

I agree ... this and JII

[igoe104] 19/9/2007 17:02

Thats more like it, nice rise today. holders of this fund will be well rewarded over the coming years.

[igoe104] 17/9/2007 16:37

DISCOUNT up to nearly 18p now.
im adding to this every month.

[igoe104] 12/9/2007 08:10

YEP,this stock has some catching up to do, its a 16p discount to the nav.

[aldasoa] 10/9/2007 11:34

This stock, and JII, are hugely undervalued by the market at the moment, 15p and 38p respectively. I wonder what is going on. Perhaps it is time for the managers to start buying up the stock.

[igoe104] 05/9/2007 08:40

NEW LIST.

Ten Largest Investments
JPMorgan Chinese Investment Trust
JF China Pioneer 'A' share Fund 10.5
China Mobile 6.6
China Life Insurance 5.8
Hon Hai Precision 3.8
Cheung Kong 3.6
China Construction Bank 3.4
Hong Kong Exchanges and Clearing 2.9
Taiwan Semiconductor 2.7
China Petroleum & Chemical 2.7
China Merchants Bank 2.7
44.7

[igoe104] 21/8/2007 13:16

GOOD CALL ARCHAMBOS.

[archambos] 18/8/2007 12:06

My guess its an over reaction to the jitters in America, it will probably recover next week