Share Name Share Symbol Market Type Share ISIN Share Description
Utilico Emerging Markets Trust Plc LSE:UEM London Ordinary Share GB00BD45S967 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.50 0.66% 228.50 227.00 230.00 230.00 227.00 230.00 138,482 16:35:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 21.4 18.2 7.5 30.6 521

Utilico Emerging Markets Share Discussion Threads

Showing 526 to 544 of 575 messages
Chat Pages: 23  22  21  20  19  18  17  16  15  14  13  12  Older
DateSubjectAuthorDiscuss
13/2/2019
14:54
Vacendak - the equities earning revenues from traditional markets of USA, Europe and Japan are mature so finding bargains and companies that are going to enjoy rapid rises are few and far between. Growth therefore will be in areas that are likely to expand rapidly either as a consequence of resources to be exploited (minerals/oil etc) expanding populations (they will be building cities) or for the commercial activity generating shared wealth which fuels consumerism. UEM has interest in the geographic areas where infrastructure is being built that should reward shareholders not just over the next 3-5 years with rising capital value but in time be a stable dividend generator.
erogenous jones
13/2/2019
14:26
Two articles, I got tipped by the ICM newsletter. Both are behind a pay-wall though: Https://www.thetimes.co.uk/article/the-emerging-markets-set-for-global-domination-q6ztz60t2 Https://www.telegraph.co.uk/investing/funds/498m-fund-manager-biggest-success-came-traffic-jam-brazil/
vacendak
12/2/2019
16:37
FT: Investors reversed recent tactics and jostled each other to back a rise in emerging market securities as sentiment improved markedly following a grim performance for the asset class last year. The most crowded trade this month was “long” emerging markets, a Bank of America Merrill Lynch survey of 218 investors who manage a total of $625bn found. It was the first time since the poll began that “long EM” held this designation. The shift marked a “major reversal” from short EM as the number three crowded trade last month, the investment bank said. More: Https://www.ft.com/content/88c393e0-2eb2-11e9-ba00-0251022932c8
jonwig
04/2/2019
12:09
Emerging markets is where to put your money in 2019, says Morgan Stanley: Stocks in emerging markets have had a rough year but are tipped for a turnaround, according to Morgan Stanley, which predicts stable growth in those economies in 2019. The investment bank has upgraded emerging market stocks from “underweight” to “overweight221; for the new year, while US equities were downgraded to “underweight.” “We think the bear market is mostly complete for EM (emerging markets),” the bank said in its Global Strategy Outlook report for 2019, adding: “We are taking larger relative positions and adding to EM.” Many investors withdrew from emerging markets throughout 2018 and bought more assets in the US due to a spike in bond yields. That will change, says Morgan Stanley, explaining that emerging markets will outperform developed markets. Within the emerging markets space, Morgan Stanley’s key “overweight221; countries are Brazil, Thailand, Indonesia, India, Peru and Poland. The bank classes Mexico, the Philippines, Colombia, Greece and the United Arab Emirates as “underweight.” Growth across EM has been forecast to slow slightly from 4.8 percent to 4.7 percent in 2019, before inching back up to 4.8 percent in 2020. US growth will moderate from the 2.9 percent estimates to 2.3 percent in 2019 and 1.9 percent in 2020, Morgan Stanley said. “A major challenge for US assets next year is that they’re ‘boxed in’ – better-than-expected growth will simply mean more Fed tightening, while weaker-than-expected growth will raise slowdown risks, with limited scope for policy support,” its strategists wrote. “In a major change from the last 10 years, both good news and bad news creates problems for US markets.”
davebowler
01/2/2019
09:34
Yep. In the same ICM stable, UIL Ltd (UTL) is perking up too at least as far as the NAV is concerned.
vacendak
01/2/2019
08:59
Quite a recovery in the share price!
davebowler
28/1/2019
11:40
There was an interesting article either in the Sunday Times or Investors Chronicle this weekend (forget which) about dividends. The yield for FTSE companies is at the highest it has been since 2009. While there are those that challenge a high dividend yield (and with good cause when it rises over 10%), it is, of course, reflective of the share price at the point of calculation and although companies such as IMB and VOD have a high percentage yields, because they have both had long track records of these payments and generate very strong free cash flows, I am inclined to continue to consider them in my portfolio. I no longer hold IMB, but I have strengthened my exposure to VOD.
erogenous jones
25/1/2019
19:46
@dave An EM fund flagged as "income", always funny, even if it is indeed the case here. A yield of 3.6% is not to be sniffed at.
vacendak
25/1/2019
18:45
htTPs://www.ii.co.uk/analysis-commentary/value-funds-and-trusts-tipped-deliver-2019-ii507574?utm_source=IBMW&utm_medium=email&utm_campaign=ii_afternoon_newsletter_250119&utm_content=&spMailingID=5026494&spUserID=MTIxNjc2Mzk1NDM1S0&spJobID=1192238602&spReportId=MTE5MjIzODYwMgS2
davebowler
24/1/2019
12:24
vacendak, I have been building my portfolio over the last 40 years and am now filling in the gaps so that it will serve me for the 30 years or so of retirement planed to begin around 2024. The gaps are exposure to South America, West Africa and Utility companies. UEM satisfy 2 elements which is a nice bonus and a company I have been looking at for some time. UEM had been hammered by the strong US$ but I feel that this could be reversed somewhat during 2019. It is a good fit in my portfolio. 2020/21 will be the final year that I am able to shelter the max amount in ISA wrappers for self and wife and will remain thus until any inheritance is distributed to us, as it inevitably will. Fortunately, I have arrived at the point where dividends from existing holdings are accumulated to allow me to add 2 additional holdings each year to our portfolio at the average bargain price. The transaction I referred to of mine last week was one such bargain. It was made in my wife's ISA. Anyway, enough of my drivel. Good luck to all.
erogenous jones
24/1/2019
11:46
I had also noticed the NAV near imperceptibly, but steadily going-up again over the past few weeks or so. This could be the Brazil effect. They now have a new president who is definitely pro-business. The ICM people (running UEM) made the right call by switching the focus to Brazil around a year and a half ago - I have just looked at my factsheet archive. I also like the fact that they are currently ungeared, according to the December factsheet. In general, UEM is pretty good over the long term, I mean actual long term, like ten-years, not "long-term as in next week". :) You seem to have got in on the way back-up, so this should be good for the morale.
vacendak
24/1/2019
11:04
The NAV is gradually rising and remains at a premium to the share price. A rising share price is usually assured in such circumstance.
erogenous jones
19/1/2019
18:04
Have dipped my toe in with a deal on Friday afternoon - looks like it went through as the final bargain.
erogenous jones
01/10/2018
07:30
from Christopher Bellew's blog If you need income you need look no further than these three investment trusts. You won’t know what to do with your money – they all yield the sunny side of 4%. My third choice is Utilico Emerging Markets, a new entrant founded in 2005. It has gone up by 280% since then, giving a compound annual return of 10.7%. It is at a discount to NAV of 14.6% and yields 4.44%. The biggest country exposure in its portfolio is Brazil (21%) closely followed by China (20%) and then Romania (10%). No overlap with Merchants or Murray that I can see. In the grand story of our island history this is not a time to invest at home. Go west, go east but don’t keep your money at home.
robow
18/9/2018
05:56
Latest Edison research: https://www.edisoninvestmentresearch.com/research/report/utilico-emerging-markets-trust/preview/
jonwig
02/8/2018
20:07
I caught this one recently on YouTube (July 17th): Https://www.youtube.com/watch?v=vf1eUaHsHF4 The ICM people do not talk often, so getting Charles Jillings talking about the trust is something of an event. He does not say much more than he did a couple of years ago in the video from the UEM website though.
vacendak
13/4/2018
07:46
Thanks for your reply, jonwig. Yes, I did mean those. Were marked as O trades not U and largest, one million+ one made well before bell - hence my query. Thanks again for your thoughts on them.
keyno
13/4/2018
04:24
@ Keyno - do you mean the four big trades reported at 5:15pm? First, they are almost certainly delayed reporting. Second, I would guess they were merely transfers, such as husband-wife or an agreed transaction between two parties arranged through a broker. So I doubt anyone is selling loads of stock, and change of domicile will affect the company's tax position rather than investors'. Don't worry about it!
jonwig
12/4/2018
21:54
Is anybody able to answer my post of yesterday, please? I can see there are some pretty clued up posters on here and I am a newish holder. Many thanks.
keyno
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