Overview
Scottish Oriental Smaller Companies tries to achieve long-term capital growth by investing mainly in smaller companies in Asia which are listed on a stock exchange. Smaller companies are those which are valued at below US$5,000m, or the equivalent, at the time of first investment. Scottish Oriental invests in companies in countries including Australasia, China, Hong Kong, India, Indonesia, Japan, Malaysia, Pakistan, Philippines, Singapore, South Korea, Sri Lanka, Taiwan, Thailand and Vietnam. Countries in other parts of Asia may be considered with approval of the Board.
You can access the company’s website here
Fundamentals
Price
Research History
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13 Oct 2023 10 min read
QuotedData’s Investment Companies Roundup – October 2023
October 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in September 2023 September was defined by the ongoing US bond selloff, with global markets trending down in sympathy. Investment trust returns were negative on average for the month, although several sectors still achieved positive returns. The Royalties sector was the […]
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07 May 2020 4 min read
QuotedData’s Economic Roundup – May 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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08 May 2019 4 min read
QuotedData’s economic roundup – May 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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18 Jan 2019 1 min read
QuotedData’s investment companies roundup – January 2019
QuotedData’s investment companies roundup – January 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]
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13 Nov 2018 1 min read
QuotedData’s economic roundup – November 2018
QuotedData’s economic roundup – November 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]
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12 Oct 2018 1 min read
QuotedData’s investment companies roundup – October 2018
QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]
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11 May 2018 1 min read
QuotedData’s Economic round up – May 2018
QuotedData’s economic round up – May 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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18 Apr 2018 1 min read
QuotedData’s Economic round up – April 2018
QuotedData’s economic round up – April 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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13 Mar 2018 1 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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10 Nov 2017 2 min read
QuotedData’s economic round up – November 2017
QuotedData’s economic round up – November 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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16 May 2017 2 min read
QuotedData investment companies roundup – May 2017
QuotedData investment companies roundup: Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2017. Kindly sponsored by Baillie Gifford. Money in: The only new launch in April was EJF Investments, a £69m fund trying to take advantage of […]
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1 min read
QuotedData’s economic round up – May 2017
QuotedData’s economic round up – May 2017 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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08 Nov 2016 1 min read
QuotedData investment companies roundup – November 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2016. november-investment-companies-roundup-2
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1 min read
QuotedData’s round up of views on the global economy – November 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. november-economic-and-political-roundup
News
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14 Nov 2024 3 min read
Scottish Oriental Smaller Companies splits shares after decent year
Scottish Oriental Smaller Comapanies has published a decent set of results covering the 12 months ended 31 August 2024. Over that period, the NAV return was 18.6%, well ahead of the 13.5% return on MSCI AC Asia ex Japan Small Cap, and the return to shareholders was 16.5%. The managers have earned a performance fee […]
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03 May 2024 1 min read
QuotedData’s weekly news show 3rd May 2024
Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • Aberforth Split Level Income (0:33) • Chrysalis (6:24) Andrew McHattie highlighted a number of funds that were looking unusually cheap or expensive (10:24). This week’s interview […]
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09 Apr 2024 1 min read
QuotedData’s morning briefing 9 April 2024 – SST, FAS
In QuotedData’s morning briefing 9 April 2024: Scottish Oriental Smaller Companies Trust (SST) announced its results for the six months to 29 February 2024. NAV total return was 8.3%, while the MSCI AC Asia ex Japan Small Cap Index increased by 6.8% on the same basis. The company’s share price increased by 3.8 per cent […]
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07 Nov 2023 2 min read
Strong year of out performance for Scottish Oriental Smaller Companies
Scottish Oriental Smaller Companies (SST) announced its annual results for the year ended 31 August 2023. NAV total return was 6.5%, well ahead of the MSCI AC Asia ex Japan Small Cap Index which was up 1.8% and the broader MSCI AC Asia Ex Japan Index, which fell 8.4% Shares were up 8.4%. The largest contributors […]
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31 Jul 2023 1 min read
QuotedData’s morning briefing 31 July 2023
In QuotedData’s morning briefing 31 July 2023: RM Infrastructure Income (RMII) says that, since its last update on 10 July 2023, the board has received an additional [merger] proposal under s110 of the Insolvency Act 1986 which is under consideration alongside one other proposal highlighted in the 10 July 2023 announcement, however at this time […]
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28 Oct 2022 6 min read
Scottish Oriental Smaller Companies benefits from exposure to India and Indonesia
Scottish Oriental Smaller Companies (SST) has announced its annual results for the year ended 31 August 2022, during which it provided an NAV total return of 10.0% and a share price total return of 10.3%. In comparison, it says that these compare favourably to the MSCI AC Asia ex Japan Small Cap Index, MSCI AC […]
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2 min read
QuotedData’s morning briefing 28 October 2022
In QuotedData’s morning briefing 28 October 2022: GCP Infrastructure (GCP) has announced that Alex Yew has been appointed as a director with effect from 1 November 2022. This follows Ian Reeves’ notification that he will retire from the board on 31 October 2022. Alex, a United Kingdom resident, is a qualified solicitor in Singapore and […]
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11 Apr 2022 2 min read
QuotedData’s morning briefing 11 April 2022
In QuotedData’s morning briefing 11 April 2022: Foresight Solar (FSFL) has reached final approval for the portfolio refinance of the Oakey 1 Solar Farm (O1) and Longreach Solar Farm (LR) portfolios with ANZ and Deutsche Bank for a term facility of approximately A$59m plus a debt service reserve facility of approximately A$1m. The portfolio will […]
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24 Nov 2021 3 min read
QuotedData’s morning briefing 24 November 2021
In QuotedData’s morning briefing 24 November 2021: Nippon Active Value (NAVF) has confirmed gross proceeds of £14m were raised from the recent issue of 10,021,432 new Ordinary Shares at 139.70 pence per share. This represents a 1.5% premium to the NAV per share at close of business on 22 November 2021. Shares will be issued […]
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21 Oct 2021 3 min read
Another bad year for Scottish Oriental
Scottish Oriental Smaller Companies reports an NAV return of 28.4% for the year ended 31 August 2021, well-behind the 37.8% return on the MSCI All Countries Asia ex Japan Small Cap Index. The return to shareholders was 28.9%. The dividend is maintained at 11.5p, some of this is being paid out of revenue reserves. [I […]
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02 Nov 2020 9 min read
Poor year for Scottish Oriental Smaller Companies as large India weight weighs
Scottish Oriental Smaller Companies (SST) had a poor year to 31 August 2020, delivering total NAV and market returns of -13.2% and -14.2%. In the announcement, SST notes that the MSCI AC Asia ex Japan and MSCI Asia Ex Japan Small Cap indices returned 10.9% and 7.1%, respectively. We note that at the financial year-end, […]
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15 Oct 2019 3 min read
Scottish Oriental held back by India over the past year
Scottish Oriental held back by India over the past year – Over Scottish Oriental Scottish Oriental’s (SST) year to 31 August 2019, the trust says that its comparatively large exposure to India held back performance. They remain optimistic about their allocation to India though. SST’s total return NAV per share increased by 1.1% over the […]
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16 Oct 2018 3 min read
Scottish Oriental Smaller Companies held back by domestic companies in Philippines
Scottish Oriental Smaller Companies held back by domestic companies in Philippines Scottish Oriental Smaller Companies (SST) has released its results for the twelve months to 31st August 2018 Total Return Performance for the year ended 31 August 2018 (audited) Net Asset Value (2.4)% MSCI AC Asia ex Japan Index (£) 2.2% Share Price (3.3)% MSCI AC […]
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28 Apr 2017 1 min read
New line-up at Scottish Oriental Smaller
Wee-Li Hee, the lead portfolio manager for The Scottish Oriental Smaller Companies Trust , is due to return from maternity leave in July. In discussion with the First State Stewart Asia management team and the Board of Scottish Oriental, Wee-Li has expressed a preference to step back from lead portfolio manager responsibility for the Company. […]
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29 Jul 2016 2 min read
Law Debenture swaps Henderson OEICs for Scottish Oriental Smaller Companies
Law Debenture says its Net Asset Value total return for the six months to 30 June 2016 was 1.5%, compared to a total return of 4.3% for the FTSE Actuaries All-Share Index. Most of this underperformance arose from the movement in fair value of our long term debt as a result of lower gilt yields. […]
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25 Apr 2016 1 min read
Temporary manager for Scottish Oriental
In anticipation of a period of maternity leave for the lead portfolio manager Wee-Li Hee, the board of Scottish Oriental Smaller Companies Trust has agreed to the appointment of Vinay Agarwal as interim lead portfolio manager for the Company, effective 20 July 2016. Mr Agarwal will be supported by Martin Lau, Scott McNab and the broader […]
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04 Nov 2014 1 min read
Wee-Li back in charge as SST outperforms
SST : Wee-Li back in charge as SST outperforms Scottish Oriental Smaller Companies has managed to outperform its benchmark for the year that ended on 31 August 2014. Over the period the fund generated a return on net assets of 13.5% vs. 13.0% for the MSCI AC Asia ex Japan Smaller Companies Index. Shareholders did […]
