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AGF - AMP Capital China Growth Fund

Re: AMP Capital China Growth Fund


I hope you are right on these scores. Am still a holder of AMP but not AGF. regards YN.
 
Re: AMP Capital China Growth Fund

Oh shoot...should've sold it when it was $1.40 back then...
I dunno if it could bounce back pretty soon
 
Re: AMP Capital China Growth Fund

It probably won't bounce like that again for a while, at least not until they start investing that money. my 2 cents.
 
Re: AMP Capital China Growth Fund

PhoenixXx said:
Oh shoot...should've sold it when it was $1.40 back then...
I dunno if it could bounce back pretty soon

I dont think it will get back in the realm of $1.40 for a while.

The sudden spike that we saw was related to BNP Parisbas (massive French investment bank) taking a sizeable interest in this stock. The half alert DT's out there saw (perhaps b/c they read ASX announements and circulars) this sign of confidence and start to drive it up quite a bit in the ensuing days until it retreated to parity value. I still think that a lot of insto investors were unsure about this one as it seems everyone has an opinion on China and the direction and shape it will take for the next '5 yr plan', but the confidence in the market and the fact that it is a relatively RARE type of Listed entity means that BNP are just seizing the initiative while its still affordable and they obviously plan on keeping it for some time, hence the relatively large holding they decided to take out. I mean when banks like that and others are taking a big chunk away the market from regular Joe investors they are doing it for a reason and they have rooms full of equity researchers and analysts in London and Paris crunching the numbers.. it could also be a more readily accessabile and cost effective way for them to access the market, rather than try and create the similar sort of product to gain the same degree of exposure to that market.

I agree totally that the sudden movements of late are mere speculation and the upside we have witnessed should start to solidfy once the fund starts to get some capiatl growth under its belt and people can track and form their own opinions.. but Shane Oliver aint no fool!


 
Re: AMP Capital China Growth Fund

BNP doesn't own any AGF - they are AMP's dealers.

The substantial notice identifies the fact that AMP Life and AMP Capital took up 30% of the float stock.

All bought at $1 - not one cent above.

UBS was another substantial shareholder (7.72%) at the float price.
 
Re: AMP Capital China Growth Fund

Watch out guys for China Life Insurance, which is AMP Capital's regional sub-advisor and the biggest institutional investor in China making its debut tomorrow on China A shares...

Cheers!
 
Re: AMP Capital China Growth Fund

China Life Insurance (Group) Company, the largest shareholder, holds 19.32 billion shares, about 68.37 percent of the total, said the circular.

Nineteen strategic investors shared 600 million shares, about 2.12 percent. Another 130 institutional investors acquired 1.06 percent or 300 million shares.

China Life priced its 1.5 billion A-shares at 18.88 yuan, and the price is expected to surge to 30 yuan on its first trading day. China Life is also expected to be the third heavyweight to list after the Industrial and Commercial Bank of China and the Bank of China.

Under a new regulation of the Shanghai Stock Exchange, China Life shares will not be included in the Shanghai Composite Index and other indices until it has been listed for 10 trading days.

China Life is already listed on the Hong Kong and New York stock exchanges. It has 44.1 percent of the country's insurance market.

Over the past five years, China's insurance sector saw annual growth of 35 percent on average.
 
Re: AMP Capital China Growth Fund

American depositary receipts of China Life Insurance Co. Ltd., China's largest life insurer, jumped Monday, a day before the stock's trading debut on the Shanghai Stock Exchange.

Shares of China Life Insurance added $4.59, or 9.6 percent, to $52.66 in afternoon trading on the New York Stock Exchange with heavy trading volume.
 
Re: AMP Capital China Growth Fund

China Life overtakes European insurers.

A red letter day in the insurance world as China Life started selling its shares on the Shanghai stock market. So many investors wanted to buy shares in the country's top life insurer that their price more than doubled. China life is not just an insurance firm, it also holds stakes in commercial banks and an electricity generating company.

The value of the shares means China Life is worth 98 billion euros, making it the second largest such company in the world after American International Group and ahead of the largest European insurers, ING, Allianz and Axa.


Looking good.
 
Re: AMP Capital China Growth Fund

I haven't bought any AGF shares yet and don't think that I will be anytime soon. While I'm confident of this stock performing well in the long term, I'm not so sure about the next 6 months. In particular, it's with regards to its Net Asset Value - which is an important factor behind the sp of LICs such as this.

Yes, the Chinese sharemarket has done exceptionally well in 2006 (remember that we are talking of A-shares here, not Hong Kong listed shares). AGF is backed up by a local brokerage house (in CLAMC) and will no doubt look for companies that are undervalued by the market and/or have strong outlooks. But I fear that a market correction will take any positive sentiment away, meaning that even companies who's shares have not run hard will struggle.

If prices of shares don't rise or worse, decline, this will have an adverse effect on NAV and eventually the sp. I think a lower than expected growth in NAV will dissapoint investors - a fall would wipe all the hype of this stock away.

I could well be wrong - LICs with good growth outlooks trade at premiums to their current sp and AGF is proving to be no different.

It's articles like below that have prompted this post...

http://www.theage.com.au/news/busin...trips-off-alarm/2007/01/22/1169330830109.html
 
Re: AMP Capital China Growth Fund

January report should be out next week.
 
Announcement out today, the fund has done well!

Net asset value per unit is $1.10.

m.
 
Yesterday's SP fell to 1.085, Too bad for those people selling it as now the current net asset value is $1.10/unit.
Very good news.
 
Re: AMP Capital China Growth Fund

Ann just released today.
Result couldn't be any better.
Net asset value is now $1.10/unit.
 
Re: AMP Capital China Growth Fund

PhoenixXx said:
Ann just released today.
Result couldn't be any better.
Net asset value is now $1.10/unit.

Well done AGF, only 1 Month time, 10% up of the unit, I hold 114000 at $1.12, I believe AGF will up to $2.00 in 12 months, as China share market very strong.
 
Re: AMP Capital China Growth Fund

angela200172 said:
Well done AGF, only 1 Month time, 10% up of the unit, I hold 114000 at $1.12, I believe AGF will up to $2.00 in 12 months, as China share market very strong.

Angela,

Why will this go to $2 in 12 months?

Pat.
 
Re: AMP Capital China Growth Fund

Pat said:
Angela,

Why will this go to $2 in 12 months?

Pat.

As you can see the china A share market, just finished correction, and start to fly to blue sky. Thank you,and good luck for holding AGF traders.

 
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