Share Name Share Symbol Market Type Share ISIN Share Description
Templeton Emerging Markets Investment Trust Plc LSE:TEM London Ordinary Share GB0008829292 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  12.00 1.18% 1,030.00 1,028.00 1,030.00 1,032.00 1,010.00 1,024.00 152,299 16:29:57
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 75.1 66.2 24.4 42.2 2,492

Templeton Emerging Marke... Share Discussion Threads

Showing 101 to 124 of 375 messages
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from todays Mauldin report: China will allow their currency to rise faster in the future, not that it cares about European or American concerns. It needs to do so to counter its own inflation and asset bubble problems, and it will, although the process will be slower than is liked by the West. A tsunami of Chinese money is going to start heading into the world. China announced August 17th that they are planning on allowing Chinese investors to invest money offshore in Hong Kong. Since that announcement the Hang Seng Index has soared by over 40% as foreign investors jump on board before the anticipated avalanche of Chinese money falls into Hong Kong stocks. consequently other ASian nations will let their currencies rise, maybe by 15-20%'.. you can see that investments in emerging economies with exposure to 'other far east' and hong Kong, which is rising fast, will help TEM to gain, also as China raises the Yuan - starting very soon. TEM is currently 40% inveted in SE ASia including nearly 20% in China. I can envisage a further rally of 20% or more in TEM in 2008.
I've opened the paired short - probably too soon, TEM far too strong upside for the other part of the trade. It is really odd that TEM can put on 7p on the same day that undervalued Japanese Funds put on o.5p or even nil. IS TEM using some clever trickery of gearing?
If you are too long TEM to change it, the short on the above paired trade should be MLLA - M Lynch Latin America. Note too their charts are almost identical.
Perhaps a good strategy could be to run a paired balance trade, short the high flyer, TEM, and go long Shin Nippon that seems very oversold.. ? ( BGS) I know many such trade pairs would almost guarantee a good return over months, though I'm not definitely picking TEM, which showed a great rise on Friday of 6p.
Well, this reorganisation, and also share buybacks, could be positive for TEMIT. I'm admitting I am here to establish a bear position, not yet, but when the markets do turn, Temit is one of those which could bring spectacular bear returns. I've placed on close watch. AS to buying now, anyone would be crazy, but many ahve done very well this year.
Well the NAV only went down one-third of a percent last wek - which isn't bad considering market coditions. Discount now about 12.5% - which even given present market sentiment towards emerging markets seems a little wide. So let's wait and see what the future holds.
don muang
I make the present discount about 13%. Let's see what tomorrows NAV announcement brings and if there is a suitable 'rebound' in emerging markets given todays improving sentiment in the main markets...
don muang
Update on Huttonr's figure. Today's announcement shows a NAV (cum interest) of 335.47p which is 15p better off than two months ago so the share price being 7p lower suggests the market at present requires a deeper discount. A portent of the future or the possibility of a recover in the sp? Who knows?
NAV figure has dropped to 320 - so looks like the market is calling it right with the discount staying fairly stable at about 10%
With NAV around the 340 mark the discount is widening, this has to be one of the best emerging plays. I was out too at 300, watching and waiting for a break of this level, but if the discount keeps widening then I may be tempted back in. Looks good value to me for such experienced management.
Hectorp - as you say in your note - fear - there does seem to be a lot of doom, gloom and general despondency around at the moment - a bit like the old IBM method of selling - spread FUD (fear, uncertainty and doubt) around, and people will opt for the old 'tried and tested solution'. However, the world is changing towards the emerging countries and I don't think people know what the new solutions are, yet. Certainly, I don't, but the emerging markets will surely play a large part in it. So, I think that, whatever happens, an investment in this area is quite likely to pay off. The volatility of the market is probably going to give plenty of opportunities to stay watching and jump in on the dips.
well its a large blip - more than a blip, and there may be truth in: ... Analysts fear the cycle will turn as rising interest rates in America, Europe and, soon, Japan choke off global liquidity. Andy Xie, an economist at Morgan Stanley, said the "bubble" could burst this year. "It may take just one event to trigger reverse momentum," he said.... Howevere the Telegraph article goes on to suggest that peopel should switch from Bonds to Equiteies and Russia is safer than the US if the US housing bubble busts. So the article is in a sense as hard to follow in terms of the Emerging market theme as is my decision is to make. I remain sidelined for the moment. If this is a 'blip' it shall be easy enough to get in , in a week or two.
An interesting price correction taking place - there have been a newspaper notes recently on the lines of the Telegraph article noted by MT Glass - are we going to have a major change in price level - or is this just a minor blip?
Article in today's Tgraf regarding investment in emerging markets
ok why july
Well, emerging and Far EAst may be the best movers of 2006. ( until July).
I have acquired a holding in TEM for two main reasons: Firstly, the manager of TEM has a long-standing good reputation in making profits in emerging markets. Secondly, TEM fills a hole in my dynamic-economy investments. It adds a good dollop of Brazil (I already have Russia, Japan and India). I consider my Jap investments will benefit from the Chinese economy so will make no direct investment there for now. The so-called "BRIC" countries are thus covered. Any others care to give reasons for their interest in TEM?
Doubling Up!
ben gunn
It's no longer necessary to hold one of the Alliance Trusts to use their savings scheme, SIPP or ISA.
cottlet To purchase through a regular monthly savings scheme go to and obtain an application form to print and fill it in- min. is £50 a month I think.Brokers dont tell you about this because it cuts them out from initial and annual fees (No advice implied). Alternatively Alliance trust allows you, if you hold a few of their investment trusts, to use an excellent on-line Investment Trust self select account which probably allows you to do monthly savings into the self select pot. Alliance charge a lot less than a broker for this service.
ben gunn
It's a global emerging market tracker so will depend on what direction the markets take. Long-term uptrend still intact. Discount (12.2%) wider than competitors JMG (8.5%), ADD (9.1%) and FCT (8.9%). Discount has been in a 9-17% range for past 12/12. Barring a major sell off in global markets (rather than a healthy correction) I don't see it going beyond that. I hold in SIPP and don't trade it.
Its had a great run- I cant see it continuing in this way. Time for a 20-30 p further consolidation down, before reinvesting - if you were to ask me, I am not giving advice of course.
sp down, nav continues to climb. any views?
Sir Ulrich, Sir, How do you purchase through a savings scheme?
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