JPMorgan Japan Small Cap Growth & Income (JSGI)

Sector:

Investment Firms

Index:

FTSE Small Cap

486.00p
   
  • Change Today:
      1.00p
  • 52 Week High: 602.00p
  • 52 Week Low: 426.00p
  • Currency: UK Pounds
  • Shares Issued: 54.51m
  • Volume: 72,702
  • Market Cap: £264.92m
  • RiskGrade: 110

Wednesday tips round-up: Miners, G4S, Vitec

Date: Wednesday 05 May 2010

LONDON (ShareCast) - Australia has just become the world's most-taxed mining economy after introducing a 40% super-tax. It will hit mining groups hard, but earnings were about to expand strongly anyway. Although a setback, there should still be enough profit to go around suggests the Telegraph.

By far the most exposed is BHP, which has 51% of its assets in the country. Rio Tinto has 35% of its assets in Australia and New Zealand, while for Xstrata this figure is 33%. Among the four main mining groups, Anglo American is least exposed but it does have a significant Australian coal business. The Telegraph says buy Rio Tinto, BHP Billiton and Anglo American and hold Xstrata.

Broadcast peripherals group Vitec plays a behind-the scenes role in most big media events, and general elections are no exception. At 410p, Vitec — whose net debt has fallen to £40m — trades at 11 times 2010 earnings and yields a prospective 4.5 per cent. Buy says the Times.

Gold prices have risen 10% over the past three months but shares in Avocet Mining, an AIM-listed producer of the yellow metal, have done somewhat better — up 40% since February. Avocet’s higher-cost mines in Malaysia and Indonesia, which produce 100,000 ounces a year, are performing to plan, but the longer-term hope is that they will be divested, leaving the company a pure West African play. At 120p, hold on says the Times.

If you want a stock that is both defensive and offers the prospect of growth, then you can do a lot worse than G4S, the security services group which issued what one broker described as an "extremely solid" update yesterday. G4S still trades on a multiple of just 12.7 times broker estimates for 2010. That falls to below 12 times when you factor in the broker's numbers for 2011. There is also a prospective yield of almost 3% this year. Buy says the Independent.

The Times adds that 12 times 2010 earnings and a 3% yield is a reasonable price for G4S, a company that will benefit from rising GDP and that draws three quarters of sales from overseas. Hold.

Local newspaper group Johnston Press’s digital revenues grew in the fourth quarter and it will benefit from a recovery in the advertising markets that is predicted for the first half at least. Yet even though brokers put the company's price at a discount to the industry of 6.7 times estimated 2010 earnings in March, there remains a lack of clarity over earnings in the longer term, and the share price has tripled in a year. A hold for now says the Independent.

If you have doubts about the economy, then recruiter Michael Page is not for you. There is an argument that says the shares have run their race for now, and at 38 times this year's earnings they are hardly cheap (although that falls rapidly over the next couple of years). But they will repay long-term investors with Michael Page offering the most upside in its sector. Buy says the Independent.



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Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

JSGI Market Data

Currency UK Pounds
Share Price 486.00p
Change Today 1.00p
% Change 0.21 %
52 Week High 602.00p
52 Week Low 426.00p
Volume 72,702
Shares Issued 54.51m
Market Cap £264.92m
RiskGrade 110

JSGI Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
35.64% above the market average35.64% above the market average35.64% above the market average35.64% above the market average35.64% above the market average
11.27% above the sector average11.27% above the sector average11.27% above the sector average11.27% above the sector average11.27% above the sector average
Price Trend
30.22% below the market average30.22% below the market average30.22% below the market average30.22% below the market average30.22% below the market average
46.52% below the sector average46.52% below the sector average46.52% below the sector average46.52% below the sector average46.52% below the sector average
Income
14.45% below the market average14.45% below the market average14.45% below the market average14.45% below the market average14.45% below the market average
46.36% below the sector average46.36% below the sector average46.36% below the sector average46.36% below the sector average46.36% below the sector average
Growth
79.44% below the market average79.44% below the market average79.44% below the market average79.44% below the market average79.44% below the market average
63.41% below the sector average63.41% below the sector average63.41% below the sector average63.41% below the sector average63.41% below the sector average

JSGI Dividends

  Latest Previous
  Q1 Q4
Ex-Div 08-Jul-21 15-Apr-21
Paid 13-Aug-21 14-May-21
Amount 5.50p 5.50p

Trades for 30-Jul-2021

Time Volume / Share Price
16:24 25,000 @ 487.00p
16:35 1,489 @ 486.00p
16:25 410 @ 487.42p
16:17 40 @ 488.00p
16:17 2 @ 488.00p

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