Added to YB: 2025-06-17
Pitch date: 2025-06-13
BGFD.L [neutral]
The Baillie Gifford Japan Trust PLC
+14.16%
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
871.12 (+9601%)
Dividend
1.29%
EV/EBITDA
N/A
P/E
45.62
EV/Sales
31.79
Sector
Capital Markets
Category
value
BGFD May update - Vegetating?
BGFD.L (update): Top 13 holdings at 11.6x P/E (ex-cash), generating 6.9x EV/earnings. New holding Oisix (organic meal delivery) forecasts 13.7% 5Y CAGR, aiming to double profits through synergies. Nintendo Switch 2 launch success, up 33% YTD. Trust trading at >10% NAV discount while aggressively buying back shares (0.75% in 4 weeks).
Read full article (3 min)