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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (8261)3/10/1999 6:16:00 PM
From: Defrocked  Respond to of 9980
 
RE: "My guess is that most of their investments are below book value."

According to Bloomberg, JOF is priced at 7.44 but the
NAV is 5.70. That's a 17.3% premium over market value
of the holdings. What's more, looking at the YTD return
of 30.12%, it appears 2/3rds of that gain is entirely
associated with an increase of NAV premium alone.

Just an observation. Good hunting.



To: MikeM54321 who wrote (8261)3/10/1999 6:58:00 PM
From: Robert Douglas  Respond to of 9980
 
Mike,

Container traffic refers to shipping containers and is just an attempt to measure export volume. I have never seen these numbers used before so I don't know how much predictive ability they have but they seem to confirm the other numbers showing a pickup in business from Asia.

-Robert

I'll look into JOF and if I feel I have something intelligent to add I will post.


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