Added to YB: 2025-02-20
Pitch date: 2025-02-19
BGFD.L [bullish]
The Baillie Gifford Japan Trust PLC
+15.33%
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 7.72
Price Target
N/A
Dividend
1.29%
EV/EBITDA
N/A
P/E
45.62
EV/Sales
31.79
Sector
Capital Markets
Category
value
The BGFD Wives - Baillie Giff. Japan Trust
BGFD.L: Japanese trust at 13% NAV discount. Top holdings: Softbank (57% NAV discount), Rakuten, SBI, Sumitomo, Sony. Exposure to AI, fintech, e-commerce growth. 10% buybacks in 2023. Weak yen (40% undervalued) boosts exports. Japan GDP +2.8% vs UK 0.4%. P/E 23.6x, falling to <20x in 2025.
Read full article (9 min)