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Share Name Share Symbol Market Type Share ISIN Share Description
Weiss Korea Opportunity Fund Ltd. LSE:WKOF London Ordinary Share GG00B933LL68 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 252.00 252.00 262.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 8.9 9.6 26.3 216

Weiss Korea Opportunity Share Discussion Threads

Showing 51 to 74 of 175 messages
Chat Pages: 7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
04/9/2013
11:39
O.K. I have added the links,Praipus.
davebowler
04/9/2013
08:16
Hi davebowler, Any chance you could add the following to the header? 1) Companies website www.weisskoreaopportunityfund.com 2) ETF covering the main Korean Index?
praipus
03/9/2013
14:51
lol (EDIT) Why are you ignoring look through NAV skyship?
praipus
03/9/2013
12:46
Now 95% invested, but an 8% premium to NAV looks to be a gross over-valuation...
skyship
08/8/2013
07:25
dave Thanks for info,small tick up today.
jaws6
02/7/2013
12:40
Trade of the Week: Emerging Markets Buy Samsung preferred shares By Jonathan Pines | Published Jun 24, 2013 | 0 comments Recommend 0 Print this article Email this article Tweet Facebook Linkedin During May, most preferred shares in Korea have significantly outperformed their respective common stock equivalents – with some preferred counters rising as much as 40 per cent on a relative basis in the month. In Korea, preferred stock is entitled to at least identical dividends per share to the common. Finance theory suggests that two assets that stand to generate near identical cashflows in their respective lifetimes should be similarly priced. We have been longstanding investors in Korean preferred stock because the discounts to the common have been so wide. And in spite of many prefs re-rating relative to the common stock in May, in most cases they still trade at discounts. We only invest in prefs if they are sufficiently liquid and the underlying business and common stock are attractive. Samsung currently makes the cut for our Emerging Asia fund. On a prospective price-to-earnings multiple of 7x for this 'quality' company, the common stock is attractive – and its 'pref discount' means that the prefs are on an 'effective' prospective price-to-earnings ratio of 4x. A positive relative re-rating of Samsung prefs could be driven by higher dividend payout ratios in the context of the importance investors are placing on yield, better corporate transparency and the eventual dismantling of control structures pervasive in the Korean economy. Jonathan Pines is portfolio manager of the Hermes Emerging Asia fund
davebowler
28/6/2013
22:46
Korea could recover...at some point Korea ETF
praipus
28/6/2013
20:04
The trouble is it is only relative value versus the ordinary shares. The yield is still very low.
topvest
28/6/2013
09:23
Should we few remaining holders gain any sense of comfort from the see through NAV being an estimated 110%+ higher?
praipus
27/6/2013
19:29
These are well over priced given the premium. Only just below the launch price but the NAV starts with an 8!...ouch.
topvest
27/6/2013
13:00
light_weight:)
praipus
27/6/2013
12:49
Strewth, glad I baled out of these. Still, there will come a time to be back in here... Publication of Net Asset Value ("NAV") Date of Release - 27 June 2013 Name NAV per share ISIN NAV DATE (Pence Per Share) ------------------------ -------------- ------------- ------------- Weiss Korea Opportunity 87.90 GG00B933LL68 25 June 2013
skyship
26/6/2013
14:57
"No hedging showed higher performance." Maybe so, but with Korea about to embark on QE things might be different...Will give it a miss for now.
ptolemy
26/6/2013
11:42
Skyship is probably right, Weiss have written a paper on portfolio performance with and without hedging currency risk. No hedging showed higher performance. But ultimately they do hedge through portfolio diversification.
praipus
26/6/2013
09:56
They don't hedge...
skyship
26/6/2013
09:54
Mention in daily dispatch from Money week. Anyone know if they do any currency hedging? Without knowing that, this is a gamble, no?
ptolemy
24/6/2013
19:20
Well this didn't stay above 100p for long. It looks like their market timing wasn't quite right. Still at a premium after losing circa 5-10% of the new issue money! hmmm
topvest
16/6/2013
16:25
http://m.bbc.co.uk/news/world-asia-22924735
davebowler
14/6/2013
10:17
Thanks for looking Yeildsearch. IKOR and AMEX:EWY were mentioned on a US BB as a good stock to short!
praipus
14/6/2013
09:28
Only one I could find is samsung kodex inverse etf , however listed on korea se in local currency so probably not usefl..Sedol B4MTSN1 KRIsin kr7114800006Www.samsunginvest.co.kr
yieldsearch
14/6/2013
08:48
NO - sorry
anley
13/6/2013
13:57
Korea ETF anley any idea if there is an inverse to this ETF?
praipus
13/6/2013
13:14
The recent price movement shows the way the share price will move in these troubled times!
anley
05/6/2013
15:41
Seeing the mention of Ruffer in post 27 I thought I'd track Ruffer's other holdings on the WAM thread too. http://uk.advfn.com/cmn/fbb/thread.php3?id=24182742&from=1792
praipus
Chat Pages: 7  6  5  4  3  2  1
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