GJT galileo japan trust

japanese property investor poised to make most, page-4

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    Page 7 of FY13 half yearly presentation shows NTA sensitivity to revaluation and exchange rate.

    If revaluation increase by 5% (which is most likely) then NTA increases to $6.03

    Now if revaluation increase by 10% (which is very likely) provided abenomics work.. Then we are in heaven.. The NTA should shoot well over $10 if this happen.. I suspect this reality will come Q3 next year..

    As for the yen devaluing.. The aussie dollar is also devaluing albeit at a much faster rate.. Therefor they should cancel each other out.. Hence not much volatility in the exchange rate..

 
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