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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
  6.00 0.72% 836.00 834.00 837.00 840.00 834.00 837.00 152,644 14:42:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 75.1 66.2 24.4 34.3 2,023

Templeton Emerging Marke... Share Discussion Threads

Showing 126 to 150 of 375 messages
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
DateSubjectAuthorDiscuss
12/1/2008
21:11
Hi Hectorp, I agree - my comments really just refer to the average PE of the Shanghai Index and the average PE of India's versus that of Brazil's. average PE in China is over 40 average PE in Indian markets is mid twenties? http://www.thehindubusinessline.com/2007/12/16/stories/2007121651590100.htm average PE in Brazil's Bovespa is about 14:- http://www.bloomberg.com/apps/news?pid=20601086&sid=aAt1CCzz3yWQ&refer=news I agree the story in India and China is unprecedented so perhaps these multiples are irrelevant.
dasv
12/1/2008
18:55
hi dasv With such massive and dynamic events ( the modernisation of Chindia etc) I don't see any precendents. For example, India may possess 600M motor vehicles in 17 years according to a report today. OK many of these cars cost around £1-2K. But the point is there. ( good reason to be holding PGMS and their shares, eg Platinum etc). I digress. TEM is also a currency play Fund. Enough to be a holder.
hectorp
11/1/2008
11:49
and me! I agree the yen and yuan will appreciate.. India I think is toppy and too service economy based. But I know little to be honest about that particular market - just that the stock market there has had a great run already.
dasv
11/1/2008
10:56
China 'only' 18% (2). I also hold JMC ( CHina Fund) I still have a yen for it, lol, sorry. Its partly the currency attraction of the FAr East and China in particular. Also Hong Kong is more attractive than Shangai . At 4% I still expect India to outperform, it is under-repesented, IMO but I am not running the show, Mobius is smarter tna me.
hectorp
11/1/2008
10:07
Largest holdings - 30-Nov-07 Holding (%) Rank Prev Holding (%) Rank Prev HYUNDAI DEVELOPMENT CO 6.7 1 (1) BANCO BRADESCO SA 4.4 6 (7) COMPANHIA VALE DO RIO DOCE 6.0 2 (2) PETROCHINA CO 4.1 7 (5) UNIBANCO UNIAO DE BANCOS BRASILEIRO 5.7 3 (3) SK ENERGY CO LTD 4.1 8 (9) CHINA PETROLEUM & CHEMICAL CORP 4.6 4 (8) PETROLEO BRASILEIRO SA PETROBRAS 3.9 9 (10) AKBANK TURK ANONIM SIRKETI TRY1 4.5 5 (4) ALUMINIUM CORP OF CHINA 3.7 10 (6) Regional weightings - 30-Nov-07 Region (%) Prev Brazil (including US listings) 23.7 (1) China 18.0 (2) South Korea 14.8 (3) Russia (including US listings) 9.4 (5) Turkey 9.1 (4) Thailand 8.0 (6) Others 4.7 (7) India 4.0 (8) Hungary 3.9 (9) Poland 2.6 (10) Total 98.3 Sector weightings - 30-Nov-07 Sector (%) Prev Oil & Gas - Integrated 22.5 (1) Diversified Banks 20.2 (2) Diversified Metals & Mining, Aluminum 15.6 (3) Others 14.2 (4) Oil & Gas Refining & Marketing 8.9 (5) Construction & Engineering 6.7 (6) Wireless Telecommunication Services 4.0 (7) Automobile Manufacturers 3.1 (8) Oil & Gas Exploration & Production 2.9 (9) Pharmaceuticals 1.9 - Total 100.0
dasv
11/1/2008
10:05
Yes indeed - I am troubled by the average PE of Shanghai though - I don't want exposure to China at these stage in the game. However I am very interested in Brazil, Russia and emerging Europe.
dasv
11/1/2008
08:26
It dosnt seem to want to drop back. There must be good investment reasons why it remains strong. One is currency play. TEM is a positive statement on getting out of USD and sterling and into growth currencies. Had rates been cut here yesterday, it would have helped TEM. UK seem sure to cut next month, US next week.
hectorp
09/1/2008
23:13
I've been looking at these in recent weeks for an entry point but there hasn't been an obvious one. I guess I could buy in tranches to get a reasonable average to start with. Also like MLLA...
dasv
09/1/2008
09:10
FTSE down: TEM up. What more do we need to know. Added TEM yesterday. Better late, then never for 2008.
hectorp
02/1/2008
18:36
When we see a couple of big dow down days, maybe like today, it will be very helpful to see how TEM reacts. A few days could be a good guide. MAybe as an emerging market bull I have missed the proverbial, boat. At least I am not going to lose any money as I dont yet hold any!
hectorp
23/12/2007
13:40
Ist tips for 2008... UBS, in co-operation with 'Scotland on Sunday''s Bill Jamieson, generally a bear, state that Emerging Markets will slip in 2008 to only 7% growth - a fall of 1% and to 6.5% in 2009, this takes account of some or much of the effect of credit conditions in the west but also allows for some continuation of growth in Emerging markets. These growth figures and comparisons with the West ( UK and US seeing two years of lower growth) suggest it may be wise to be in Emerging Markets including China for the coming 12-18 months. However as a bit of insurance it could be sensible to be buying UK Financials but probably not for the next few months ( I disagree, I see further falls here adding to even better value later) . Bill also estimates crude may fall to $60 - but I am not with him in this. However should this occur it is good for all equity markets regardless.
hectorp
06/12/2007
09:12
Hectorp , yep looks like a Breakout very soon.
chester
06/12/2007
09:04
TEM very bullish, about to achieve new all time high?
hectorp
01/12/2007
18:42
The active trader in the FT - " emerging markets? tricky... in this downturn, short them' Is he wise?
hectorp
29/11/2007
18:15
TEM's large move today suggests it is presupposing some recovery. I missed buying again, and I'd want to see some weakness again before I do! H.
hectorp
28/11/2007
21:42
Good day all round. Wonder if it'll continue. TEM has done well. Sorry not to be on board but might get in in the morning. Currently testing a position on the Hang Seng and Nikkei with some covered warrants which are doing quite nicely. With the market being so volatile it seems appropriate to try and catch big moves with index oriented warrants and then 'invest' in the market as and when it steady's a bit. Anyway, time will tell whether it's a strategy that works. Still got JMC though.
mart
28/11/2007
08:57
Mart, I still would be happier if TEM were to test the support seen on the chart above, it sits around 375p. This would need a futher downleg of the current weak markets. Of course I may not get it. Gold - I use CFD gold long and short, recently closed longs at $825 from $790's, gold is back at $801 today, support I expect to be around $790, see if oil holds .. still think gold will be over $850 again by Xmas, but in low volume trading, verey volatile, I'd take profits from your warrants then but WDIK. H
hectorp
26/11/2007
11:43
H Long term you are right about TEM. BUT, I was just taking advantage of a spike in a sprogs portfolio. Used the money to get into SL70 (gold covered warrant). Haven't regretted that :-) Got some JMC round about the bottom which will be a long hold. One thing I note is that TEM seems to be an early mover in relation to market volatility.
mart
26/11/2007
10:51
mart TEM tipped to buy in weekend FT Money pages, as is JMC. Far from selling as you did, I am starting to build my ist position long in these markets. I suggest TEM could double again in two more years, how about that.
hectorp
20/11/2007
13:29
Hi Mart, long time. Yes, agree about the ISA. I'm strongly of the view that JMC is one to get my paws on, so much that I have pointed the chart and stuck it on the wall beside me to keep reminding me. TEM seems to have come very long way in 2007 so could have more to correct than JMC. See if DOW holds the August lows we will know that very soon.
hectorp
20/11/2007
13:03
Hi H Luckily sold out of TEM at the end of last week. Not inspired to hold positions long in this market. I'm watching JMC. Also investigating covered warrants. JMC should be good for an ISA at some point.
mart
20/11/2007
12:59
Not sure MArt The more I look at the TEM range of country exposure, I find it over-diverse now. In 2008 we will need a more concentrated focus on certain countries - those not likely to be so affected as others by the US downturn ( which is now looking certain). I am not keen on Mexico for example, not Taiwan, or S Korea. But China Hong Kong , Thailand, yes. At the moment I am really thinking to get back int JPM China, and EDF Dragon. However- they should all bounce back in a few weeks IMHO and its a little game to try and find a bottom to this leg - if leg it is!
hectorp
09/11/2007
13:18
Bought in. Any opinion on exposure to Brazilian oil finds, and consequences thereof?
mart
07/11/2007
21:17
A new high of 452p (was 458p earlier today).
dondee
15/10/2007
10:05
Relatively little exposure to Indian market...
hoggetwood
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
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