Jpmorgan Japanese Invest... Share Discussion Threads

[grippa] 28/12/2006 11:04

JFJ Sp now at a £0.22 discount to NAV. Almost 10% Discount.

[nod] 16/12/2006 02:48

this fund has been a big disappointment in 2006
the fund is 255th position out of 273 investment funds - although many of the tail enders are Japan funds
2007 should be better!

[tiraider] 15/12/2006 14:55

Seems like a good time to tuck a few away with the share price at the bottom of the longer term N225 rising price channel.

[orvil] 13/12/2006 17:08

grippa-have you seen the currency effect 15% depreciation since feb 06, when it turns we will see massive potential.

[grippa] 13/12/2006 16:14

Market going up...JFJ going down?!?!

[silent_angel] 25/10/2006 08:11

I took profits yesterday selling at 262.45, bought HHR instead

[silent_angel] 21/10/2006 12:58

Could this be 3rd time lucky as JFJ rockets up to break the 270 barrier?

[flashheart] 13/10/2006 13:25

For anyone interested check out JRIC (Japan Residential Investment Company)floated today. Remit to invest in Japanese residential conurbations with a prospective yield of 3-6%. DYOR.

[silent_angel] 13/10/2006 13:18

I see what you mean, maybe JFJ invested in more long term shares that haven't come to fruition yet. It will on average only go as high as the NAV that it reports each day, but yeah the chances are if the Nikkei goes up, JFJ has some shares that have gone up with that. Just relax knowing that the Toucan report on the Japanese economy that came out recently was very positive, and even if JFJ are buying and selling the wrong shares at the wrong time, whats done is done and they can go up on what shares they are now in in the Nikkei... which went up another 1% yesterday!

[hosede] 12/10/2006 11:49

Its still very frustrating that this is around 30% below its Jan high (inc NAV) whereas the NI225 has now recovered to be amost flat for the year!

[silent_angel] 09/10/2006 10:41

mid price at time of writing is 255 yet the value of them is 274.9 which is about 8% more.

[silent_angel] 03/10/2006 09:14

Thanks Orvil! i take it that means that a lot of people will start buying, but at what price?

[orvil] 03/10/2006 07:16

silent angel-me to-i have opened up a heap of cfds awaiting the rebound

[silent_angel] 02/10/2006 13:09

I have made a loss three times on this share in the past you would think i have learnt by now however im in again as this time their net asset value is 275.81 compared to the share price of 255 at the moment, and that is before the Nikkei rise last night filters through, From previous daily agonising over this share I have noticed usually the share price runs at 10p less than the net asset value, after the net value is updated tomorrow, this will be trading well under its true value, (if the share price doesn't go up by then) anyway i rate this a buy now, not that my past experience is anything to go by!

[hosede] 21/9/2006 11:34

Thanks for replies - I think Japan is an invesment for the long term and I'm relatively happy to stick it out. As you say Stillbroke both these trusts have good long term records

[stillbroke] 19/9/2006 16:36

I have holdings (long-term) in both BGFD and AJG. Both have outperformed the indices consistently, so I'm sticking with 'em.

[sheeneqa] 19/9/2006 14:40

Invest in an index fund that is weighted by fundamentals, not market cap. That is, where index fund managers weight their index by fundamentals such as book value, free cash flow, sales and dividends. Research shows that by investing this way, an index fund can increase its overall return with less volatility.

[orvil] 19/9/2006 14:40

I have just taken out £40k of cfds in JFJ and feel that we are due a rebound over the next few months

[stillbroke] 19/9/2006 14:38

Most are heavily weighted towards smaller companies which do worse in tough markets.

[hosede] 19/9/2006 14:27

Does anyone have any idea why all the japanese investment trusts (I hold BGFD, JFJand FJV)have lagged the NI225 so badly in the last few months? It's not because of discounts - the NAVS have undeperformed as well

[nod] 10/7/2006 00:00

Well, that was an interesting few months...

Japan may be settling down again; JFJ on a 6% discount to NAV

[megsta] 27/4/2006 11:17

'Podcast' /audio webcast:



Japan's rising stock opportunities
24th April 2006
Stuart Cox, Fund Manager, Japanese Portfolios Group, JP Morgan Asset Management

Click the following link to listen:



Cantos web page (note: you may need to register with Cantos to gain access):

[nephin] 20/4/2006 16:51

nod

I know you are a long term investor but don't you think that it would be to your advantage if you were holding an I.T that was actually going up in value now, instead of one that may or may not go up sometime in the future? I know which one I would rather be holding, and I'm afraid that it's not this one.

Good luck to you anyway.

meg:

I entirly agree with you about BEE which I do hold - I also hold JFF which has shown a lot of growth recently.

[ben gunn] 20/4/2006 16:30

Nephin
You are so right!
In April we failed to make a new high so we are on a confirmed downtrend in this I. T. and we should sell down to miniscule exposure.
The collapse of the Yen is not helping us either.