Added to YB: 2025-04-15
Pitch date: 2025-04-12
BGFD.L [bullish]
The Baillie Gifford Japan Trust PLC
+29.43%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
The Baillie Gifford Japan Trust PLC is a closed ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.
Market Cap
GBP 608.7M
Pitch Price
GBP 6.88
Price Target
11.45 (+29%)
Dividend
1.29%
EV/EBITDA
N/A
P/E
45.62
EV/Sales
31.79
Sector
Capital Markets
Category
value
BGFD by the tariffs?
BGFD.L: Japan Trust trading at 66% discount to NAV (76% look-through). Top holdings: SoftBank (Arm volatility, AI investments), Rakuten (e-commerce growth), SBI (cheap at 7.7x P/E, 45% NAV discount), MIXI (diverse business, 12.4x P/E). Overall portfolio at 14.3x P/E ex-cash, strong buybacks. US-China tensions may benefit Japan.
Read full article (5 min)