Daily Equity Report |
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Welcome to the Sharenet Daily Equity Report
Issue: 11 January 2011 20:00
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Recap at the start of 2011Compliments of the season at the start of 2011. From all of us at Seed Investments, we trust that you have a prosperous year ahead in every respect. Please don’t hesitate to contact us at any stage to discuss your investment portfolio and investment planning.
As a recap, let’s look at what happened last year across some markets
The map below gives a colour coded indication of good indication of market performance over the last year. This colour coded map reflects gains in green and losses in red across the global stock markets in 2010.
Source : Emerginvest
Generally 2010 proved to be a solid year for most stock markets across the globe.
Stock market gainers over 2010
• Russia gained 22,5%
• Germany up 16,1%
• UK’s FTSE100 up 9%
• SA’s FTSE/JSE gained 19%
While China continues to grow into a superpower economy, with tentacles across the world, the market lost 14,3% in 2010.
The little red dot in the middle is Greece. The Athex composite is down 38% over the last year.
With the strong rand, in dollar terms the local JSE gained 32,4%, outperforming the MSCI World equity in dollar terms of 12,3%
Within the local market there was however a big disparity in returns from the 3 main sectors. The best performer was the Industrial 25 index, which gained 26,5%. Then came the Financial 15 index up 14,7%, then came the Resources 20 up 12,3%
Looking broader than just global markets, the big gainers in 2010 were a range of commodities. The chart below reflects performance over 3 months of various markets and asset classes.
Source: finviz.com
The big gains however were across commodities. With strong performances from cotton, palladium, coffee, corn, oats etc. The chart above is a 3 month chart across various commodities and markets. Commodities have continued to move up strongly over the last few months.
Gold has been a very good performer in dollar terms over the last 10 years.
US Treasury bonds have come under pressure over the last 3 months as long term interest rates moved up from very low levels.
While commodity prices are firmer, it was then disappointing that local resources were the worst performer of the 3 main indices. Much of this has to do however with the strong rand, which moved up to a 3 year high in December against the US dollar.
While there remains a lot of enthusiasm for the growth potential of emerging markets, it is not a given that these markets will outperform the developed markets in 2011.
Kind regards
Ian de Lange
Seed Investment Consultants
www.seedinvestments.co.za
info@seedinvestments.co.za
021 9144 966
Tue, 11 Jan 2011
South African stocks closed around 1.7 percent higher on Tuesday as mining stocks rebounded, in line with global commodity assets, on news that Japan is considering buying euro zone bonds. Full story |
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Talisman Energy Inc
<TLM.TO> will hold spending flat at about $4 billion with the
aim of boosting production 5 percent to 10 percent this year
with natural gas prices expected to stay weak. Full storyAngloGold Ashanti, the world's third-largest gold miner, has suspended operations at its Great Noligwa Mine in South Africa after a worker was killed in an accident. Full storyThe United Nations may have
sounded the alarm about soaring global food prices, but in
Africa a string of bumper harvests and a changing diet means the
political fallout may be more muted than to past price bumps. Full story |
13h58 South Africa's competition watchdog has dismissed an application by the country's farmers' group for an exemption to allow farmers to reserve. . . Full story | 13h34 South Africa's manufacturing output beat expectations on a year-on-year basis in November, data showed on Tuesday, denting the chances of an. . . Full story | 11h57 South Africa's 2009/10 maize surplus is likely to prevent any supply shortage of the grain this year after heavy December and. . . Full story | 08h59 Africa's biggest grocer Shoprite booked a 9.5 percent rise in first-half turnover as lower interest rates and tentative economic growth encouraged. . . Full story |
Trading Statistics
Date | Adv. | Decl. | Unch. | Actives | Volume | Value | Trades | Orders |
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11/01/2011 | 206 | 132 | 74 | 412 | 329,874,720 | R18,027,283,427 | 120883 | 2044810 | 10/01/2011 | 110 | 186 | 92 | 388 | 228,787,082 | R10,998,111,154 | 90351 | 2103815 | 07/01/2011 | 118 | 199 | 81 | 398 | 211,300,472 | R8,755,916,949 | 85082 | 2277413 | 06/01/2011 | 181 | 113 | 78 | 372 | 162,860,769 | R8,759,627,042 | 76609 | 2067560 | 05/01/2011 | 124 | 202 | 78 | 404 | 218,477,384 | R9,360,537,859 | 85269 | 2066792 |
Spot Prices Name | Time | RP | Move | % Move | JSE Overall | 17:00 | 32162.15 | 463.66 | 1.46% | JSE Top 40 | 17:00 | 28700.04 | 479.35 | 1.70% | JSE Gold | 17:00 | 2584.80 | 41.46 | 1.63% | JSE Financial | 17:00 | 22004.99 | 236.64 | 1.09% | JSE Industrial | 17:00 | 32164.18 | 439.51 | 1.39% | JSE Indust 25 | 17:00 | 26655.06 | 429.12 | 1.64% | JSE Resource | 17:00 | 56378.25 | 955.55 | 1.72% | DJ Futures | 19:30 | 11637.00 | 48.00 | 0.41% | DJ Ind | 19:41 | 11695.76 | 58.31 | 0.50% | SP 500 | 19:50 | 1276.29 | 6.54 | 0.52% | Nasdaq | 19:50 | 2720.17 | 12.37 | 0.46% | FTSE 100 | 18:35 | 6014.03 | 57.73 | 0.97% | DAX | 18:56 | 6941.57 | 84.51 | 1.23% | CAC40 | 18:42 | 3861.92 | 52.55 | 1.38% | Nikkei | 08:26 | 10510.68 | -30.36 | -0.29% | Shanghai | 09:22 | 2805.40 | 13.02 | 0.47% | Hang-Seng | 10:36 | 23760.34 | 233.08 | 0.99% | All Ords | 07:36 | 4814.90 | -3.80 | -0.08% | NZSE 50 | 06:56 | 3329.76 | 5.69 | 0.17% |
| | Name | Time | RP | Move | % Move | Gold | 19:59 | 1381.98 | 7.85 | 0.57% | Gold/Rand | 19:57 | 9500.03 | 135.95 | 1.45% | Gold/R kg | 19:56 | 305525 | 5958 | 1.99% | Silver | 19:58 | 29.5400 | .4900 | 1.69% | Platinum | 19:58 | 1762.25 | 24.75 | 1.42% | Palladium | 19:58 | 780.75 | 35.25 | 4.73% | R157 | 14:06 | 7.32 | -.02 | -0.27% | R204 | 14:06 | 8.08 | -.02 | -0.25% | Brent Crude | 19:56 | 96.93 | 1.89 | 1.99% | Rand / Dollar | 19:58 | 6.8689 | 0.0594 | 0.87% | Rand / Pound | 19:55 | 10.7015 | 0.1228 | 1.16% | Rand / Euro | 19:55 | 8.9134 | 0.0918 | 1.04% | Rand / NZD | 19:57 | 5.2152 | 0.0199 | 0.38% | Rand / AUD | 19:55 | 6.7885 | 0.0157 | 0.23% | Yen / Dollar | 19:59 | 83.3200 | 0.6300 | 0.76% | Euro / Dollar | 19:55 | 0.7710 | -0.0012 | -0.16% | Dollar / Euro | 19:59 | 1.2969 | 0.0030 | 0.23% | Pound / Dollar | 19:55 | 0.6402 | -0.0017 | -0.26% |
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Click here for the Sharenet Spot Price page
Index Summary Index Name | RP | Move | % Move | Top 40 | 28,700.04 | 479.35 | 1.70% | Industrial | 32,164.18 | 439.51 | 1.39% | Mid Cap | 43,411.03 | 46.42 | 0.11% | Small Cap | 34,007.56 | 257.93 | 0.76% | Resource 20 | 56,378.25 | 955.55 | 1.72% | Industrial 25 | 26,655.06 | 429.12 | 1.64% | Financial 15 | 8,296.04 | 100.61 | 1.23% | Financial & Ind. 30 | 30,063.81 | 494.51 | 1.67% | All Share | 32,162.15 | 463.66 | 1.46% | Oil & Gas | 25,932.38 | 226.15 | 0.88% | Mining | 37,317.82 | 675.08 | 1.84% | Gold Mining | 2,584.80 | 41.46 | 1.63% | Platinum Mining | 85.49 | 2.50 | 3.01% | Oil & Gas Producers | 13,943.36 | 121.59 | 0.88% | Basic Materials | 31,316.41 | 555.77 | 1.81% | Chemicals | 13,720.67 | 81.51 | 0.60% | Forestry & Paper | 12,901.71 | 191.13 | 1.50% | Industrial Metals | 28,542.44 | 445.90 | 1.59% | Industrials | 30,039.24 | 196.63 | 0.66% | General Industrials | 76,928.02 | 203.47 | 0.27% | Consumer Goods | 26,161.66 | 648.55 | 2.54% | Automobiles & Parts | 2,796.61 | -33.96 | -1.20% | Household Goods | 158.50 | 3 | 1.96% | Health Care | 32,704.07 | -49.91 | -0.15% | Beverages | 81,974.97 | 1619.75 | 2.02% | Food Producers | 48,808.88 | 55.57 | 0.11% |
| | Index Name | RP | Move | % Move | Personal Goods | 391.62 | 16.38 | 4.37% | Consumer Services | 53,513.48 | 533.16 | 1.01% | General Retailers | 41,005.63 | -244.63 | -0.59% | Travel & Leisure | 4,210.61 | 1.17 | 0.03% | Media | 85,130.46 | 2712.07 | 3.29% | Support Services | 2,621.49 | 30.81 | 1.19% | Telecommunications | 63,738.59 | 494.61 | 0.78% | Financials | 22,004.99 | 236.64 | 1.09% | Banks | 41,730.23 | 694.46 | 1.69% | Non-life Insurance | 32,918.14 | 24.25 | 0.07% | Life Insurance | 15,658.51 | 284.01 | 1.85% | General Financial | 2,418.85 | 15.75 | 0.66% | Technology | 20,421.10 | -265.75 | -1.28% | SHARIAH TOP40 | 3,209.40 | 51 | 1.61% | FTSE/JSE SHARIAH ALL | 3,281.53 | 48 | 1.50% | COAL MINING | 20,030.73 | 63 | 0.32% | FTSE JSE Fledgling | 4,785.73 | -15 | -0.31% | FTSE/JSE Alt X | 1,139.69 | -1 | -0.06% | SA LISTED PROPERTY | 390.45 | | -0.39% | CAPPED PROPERTY | 320.55 | | -0.70% | RESOURCE | 31,018.74 | 526 | 1.72% | DIVIDEND PLUS | 176.85 | 1 | 0.51% | FTSE/JSE RAFI 40 | 6,683.37 | 102 | 1.55% | Capped Top 40 | 14,936.30 | 249 | 1.69% | Capped All Share | 16,183.98 | 230 | 1.44% |
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Click here for the Sharenet Index Summary page
Latest Consensus Changes** Code | Company Name | Status | Updated | NPN | NASPERS LIMITED | BUY | 07 Jan | BLU | BLUE LABEL TELECOMS LTD | BUY | 06 Jan | IMP | IMPALA PLATINUM HOLDINGS ... | HOLD | 06 Jan | SOL | SASOL LIMITED | HOLD | 06 Jan | ALT | ALLIED TECHNOLOGIES LIMIT... | HOLD | 05 Jan |
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Results Expected** Expected | Company Name | Fin. Date | 12 Jan 2011 | MAS | November 2010 (Q) | 18 Jan 2011 | NET1UEPS | December 2010 (Interim) | 18 Jan 2011 | NET1UEPSP | December 2010 (Interim) | 18 Jan 2011 | NET1UEPSPP | December 2010 (Interim) | 19 Jan 2011 | SPESCOM | September 2010 (Final) |
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Recent Dividends** Share Name | Dec-Date | LDT | Pay-Date | Amount | REUNERT5.5 | 11-01-05 | 11-01-21 | 11-01-31 | R 0.0550 | TELEMASTR | 10-12-22 | 11-01-14 | 11-01-24 | R 0.0400 | MERCHANT | 10-12-17 | 11-01-14 | 11-01-24 | R 0.1100 | O-LINE | 10-12-17 | 11-01-14 | 11-01-24 | R 0.0200 | SBRJSEP11 | 10-12-15 | 11-03-04 | 11-03-15 | R 1.4100 |
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Ex Div** Share Name | Dec-Date | LDT | Pay-Date | Amount | TIGBRANDS | 10-11-24 | 11-01-07 | 11-01-17 | R 2.4100 | TIGBRANDS | 10-11-24 | 11-01-07 | 11-01-17 | R 2.3500 | OCEANA | 10-11-11 | 11-01-07 | 11-01-17 | R 1.7500 | PPC | 10-11-09 | 11-01-07 | 11-01-17 | R 1.3000 | TONGAAT | 10-11-15 | 11-01-07 | 11-01-20 | R 1.1000 |
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Upcoming AGMs** Code | Company Name | Date | Status | AET | Alert Steel Holdings Ltd | 13/01/2011 | Confirmed | BCX | Business Connexion Group Ltd | 13/01/2011 | Confirmed | MMH | Miranda Mineral Holdings Ltd | 14/01/2011 | Unconfirmed | DNPP | Distribution and Warehousing Network Ltd | 14/01/2011 | Confirmed | DAW | Distribution and Warehousing Network Ltd | 14/01/2011 | Confirmed |
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