Templeton Emerging Marke... Share Discussion Threads

[lollipop3] 24/1/2013 22:33

Does this fund hold Rosneft shares?TIA

[gateside] 07/12/2012 15:23

Looks like this is heading back to 600p

[iomhere] 29/6/2012 08:48

The solution - wrap it in Greece proof paper. It's an old one but still reads well.

[hectorp] 17/6/2012 18:16

Emergers looks very good value again. TEM is oversold... the time to buy was last week. Did you?
OK nor did I.. will have a look if Greek Government gets sorted.

[hectorp] 05/5/2012 11:35

Impending currency war could mess up Emerging Markets....
- also, TEM chart has drifted, and could be in the early stages of considerable retrace.

"As political rhetoric heats up, fears are mounting that a global currency war may escalate -- concerns explicitly expressed by the Brics countries -- Brazil, Russia, India, China and South Africa -- in a recent communiqué.

"Excessive liquidity from aggressive policy actions taken by central banks to stabilise their domestic economies have been spilling over into emerging economies," they wrote following a summit in India, "fostering excessive volatility in capital flows and commodity prices". In diplomatic speak, that's the equivalent of "knock it off". The implied threat -- particularly from Brazil -- is "or else".

Driving the point home, Brazil's President Dilma Rousseff reiterated the group's concerns to US President Barack Obama at meeting in Washington in April. "Expansionist monetary policies," she said, "ultimately lead to depreciation in the value of the currencies of developing countries, thus impairing growth outlooks."

[lollipop3] 08/2/2012 09:23

Riseing nicely

[iomhere] 27/9/2011 13:15

lovegod
Turkey 4.9% of assets reported on 5 September this year.

[lovegod] 27/9/2011 07:03

anybody have any ideas on templetons turkish holdings

[gateside] 05/9/2011 14:13

Decided to top up today @ 568p

[gateside] 05/9/2011 14:11

Hong Kong/China and Brazil remain the preferred markets of choice of investment trust Templeton Emerging Markets.

The company said that, as at the end of August, 25.6% of the value of its portfolio was in Chinese or Hong Kong quoted stocks, while Brazilian stocks accounted for 17.4% of net assets.

The company's net asset value per share at the end of August stood at 628.67p, on an ex-income basis, down from 692.80p at the end of July.

As for sector weightings, 25.9% of the company's total assets are accounted for by financial stocks, while energy stocks represent 21.7% of the net asset value. Consumer discretionary and Materials both check in at around the 17.5% mark, with Brilliance China Automotive the single biggest holding, accounting for 10.4% of net assets.

Shares in the investment trust fell 16p to 571p in the morning session on Monday.

[osirisra] 30/6/2011 13:51

The job of the company is to grow and then return wealth to the shareholders.

Clearly you buy shares in your own company and cancel them to give more value to those still remaining. But surely as the money to cancel the shares comes out of the companies cash pile this does not achieve anything? Wrong. If the people who are running the company consider the company to be seriously undervalued then it makes perfect financial sense to buy the "cheap" shares and cancel them. This course of action will, in time when the true value of the company is realised result in a net gain for the shareholders.

With a NAV running some 6.5% above the current share price I see this as a sensible policy.
Osi.

[gateside] 27/6/2011 13:14

Templeton Emerging Markets Investment Trust PLC announces that, on 24th June 2011, it bought for cancellation 50,000 ordinary shares in the market at an average price of GBP6.2725 per ordinary share. There remain 329,814,352 shares in issue

[hectorp] 27/4/2011 09:19

Big shorting time in emerging markets? Could be time to be short already.
$60 Billion of US QE2 money will soon be cut off... QE2 ending..

[lovegod] 20/4/2011 07:17

Tem said last Dec that they were upping their investments in Turkey this year. anybody know if they have done this ?

[traderabc] 05/3/2011 23:56

Mobius Says Mexico Drug War Doesn't Deter His Investment: Video

[dondee] 21/2/2011 21:38

Thanks for that.

[iomhere] 21/2/2011 16:42

dondee
I think the plan administrator charges £1.50 plus VAT for each purchase so it may be that you could save £1.80 a month by having one plan for £150 a month. It could be worth your while to check it out. Rgds.
IOM

[dondee] 21/2/2011 14:40

I put in £100 pm.
The note shows-

Total available for investment (£104.24p)
Price paid per share (£6.18p)
No. of shares bt (16).
Date & time of deal(in this case it was 14/02/11 at 15:10:09).
Net cost £98.88p.
Stamp duty £0.50p.
Total cost (£101.18p)
Total shares now (82)
Cash carried forward -to next month (£3.06p)
Settlement date 17/02/2011.

It's all there.
My wife's one will show her details as £50 per month etc, but they arrive in separate envelopes as usual.

Regards, DD

[iomhere] 17/2/2011 09:40

dondee
Your approach is interesting. Forgive the inquisition but about prices and charges, do the managers show the date/time of trades and are there any overheads in having two plans rather than a single joint one?

[dondee] 16/2/2011 16:10

I have a monthly savings plan in this one as has my wife.
£100/£50 resp.

Both sold out last November at around £6.60p having seen them rise (with a little bobbing about) over the previous 2-3 years, (but generally upwards) from between £2-£3.

We just keep the monthly plans going and Equinity send us a contract note every month - they arrived today in fact.

I feel this is more and more the way to be going esp. with IT and UT investments.

[shavian] 15/2/2011 11:43

Nice thread Gateside, thanks. Sold out of Temit early in Jan on scare stories about EM. These now look to be overdone imho so I'll take my lead from Dr Mobius's statement on post 3 and start buying back in. The share price is also back at the the 200 day MA, from where it has bounced previously. Looks a bit over-sold to me