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 The Sharenet Daily 
Friday, 29 July 2011 - 20:00
Sharenet is pleased to announce the launch of our new publication, The Sharenet Daily. We have built on the success of our Daily Equity Report, while adding more content and helpful information. The result is a publication that gives readers a quick, easy to read and informative synopsis of market activity, company results and news on the JSE for the day, as well as an overview of what transpired on important overseas markets.

The Sharenet Daily includes helpful charts that give a graphical impression of events, and our news content is sourced from a number of contributors, including Reuters. In addition, Sharenet's popular price information is available in our Spot Price format which provides a snapshot of the JSE and world indices, currencies and commodities.

All the JSE trading statistics; major movers; latest dividends; upcoming AGM dates and more are provided to insure that you keep abreast of market developments. The Sharenet Daily is published at 8pm each day on the website and also distributed via email for your convenience. As always, we welcome your comments, feedback and suggestions at support@sharenet.co.za
Top News
SA Business
Company News
Company Results
World Markets (Spot Prices)
JSE Today
JSE Trading Statistics
Major Moves
Index Summary
Latest Consensus Changes / Results Expected
Recent Dividends / Ex Div
Upcoming AGMs
Stock Exchange News Service (SENS)

S.Africa's rand, bonds firmer, strikes weigh on stocks

By Helen Nyambura and Phumza Macanda

JOHANNESBURG (Reuters) - South Africa's rand regained some lost ground on Friday as exporters sold dollars, betting the local currency will keep its upward trend intact.

Stocks fell for a fifth straight day as concerns over a strike-induced supply shortfalls at heavyweight miners such as Anglo American weighed.

Government bonds tracked the rand higher, with the yield on the 2015 bond falling to six-month lows.

Short-term debt yields have fallen considerably in the past two weeks as uncertainty in global markets has encouraged investors to look for high-yielding assets.

Local credit data earlier showed monetary conditions locally are still weak, with ETM managing director George Glynos saying the Reserve Bank may have to keep interest rates at 30-year lows into the second half of 2012.

The trade account recorded a surplus of 4.9 billion rand in June but a 2.9 percent decline in imports pointed to weak domestic demand.

The rand was trading at 6.70 to the dollar at 1605 GMT, 0.42 percent firmer than Thursday's New York close.

The rand hit two-month highs of 6.6250 Thursday, and may re-test those levels next week.

"We still like the dollar/rand stronger and as such suggest selling into weakness above 6.75/80 for a move back below 6.60 toward the 6.53 support in the next week," said Brigid Taylor, chef dealer at Nedbank.

Charts also point to the rand maintaining a firmer trend. It is trading stronger than its 50-, 100- and 200-day moving averages and could maintain gains if it does not pierce 6.80.

A rally in the gold price has also supported the rand.

On fixed income, the yield on the 2015 bond was at 7.34 percent after hitting 6-month lows of 7.3150 earlier. The 2026 bond yield was at 8.505 percent after hitting a session low of 8.48 percent.

"Local bonds have been trading in tandem with the rand. It has recovered and that has supported bonds. Next week, it will pretty much be the same story of monitoring developments in the United States," said Alvin Chawasema, bond dealer at Renaissance BJM.

On the bourse, the Top-40 index fell 0.86 percent to 27,857.91 and has shed nearly 3 percent this week. The All-Share index lost 0.76 percent to 31,208.04.

Some 100,000 gold mine workers downed tools on Thursday at the country's top three gold producers, weighing on shares in the sector.

Despite the gold price scaling record highs above $1,630 an ounce Friday, the domestic gold index is down 5.3 percent this week.

Amplats fell 2.3 percent at 573 rand and Impala Platinum lost 2.2 percent to 171.40 rand.

Around four in every five ounces of platinum is mined out of South Africa, so supply disruptions in the republic have a significant effect on metals prices. The ongoing strikes have not spread to the platinum companies yet, but could if wage talks fail.

Fri, 29 Jul 2011
Top News
Gold hit another all-time high on Friday as investors sought a safe haven, after anemic U.S. growth data raised the prospect of recession if a deadlock over Washington's debt fails to be resolved quickly.  Full story

Wage talks with unions to end a strike against the country's main gold miners have brought the sides closer together and negotiations will resume on Monday, South Africa's Chamber of Mines said on Friday.  Full story
Libya's rebel military commander was shot dead in an incident shrouded in mystery, dealing a blow to the Western-backed forces struggling to topple Muammar Gaddafi.  Full story
An explosion at a Ukrainian coal mine killed at least 17 miners on Friday, the Emergencies Ministry said, the latest in a series of accidents that has raised concern over safety standards in the industry.  Full story
Norwegians united in mourning on Friday as the first funerals were held a week after anti-Islam extremist Anders Behring Breivik massacred at least 77 people in attacks that traumatised the nation.  Full story
U.S. stocks slid back into the red on Friday after remarks from a prominent Senate Democrat gave investors another reason to back away. . .  Full story
Financials were the main drag on Britain's top share index on Friday, which fell sharply as concerns grew over the fragile state of. . .  Full story
World stocks headed for their biggest weekly loss in almost a year on Friday as investors piled into safe havens on worries about. . .  Full story
- European stocks fell on Friday, heading for their biggest weekly drop in four months, as U.S. lawmakers' failure to break the deadlock. . .  Full story

U.S. stock index futures fell on Friday after lawmakers in Washington delayed a vote on a Republican proposal to raise the U.S. government's. . .  Full story
World stocks hit a 1-1/2 week low on Friday, on track for their biggest weekly loss since August 2010, as a Moody's threat. . .  Full story
Hong Kong shares fell on Friday, ending the week and month little changed, as partisan gridlock on U.S. debt talks kept markets choppy,. . .  Full story
Australian stocks closed weaker for the third consecutive session on Friday as fears the United States will default on its debt and worries. . .  Full story
SA Business
Big South African banks are expected to show scant underlying growth when they report first-half earnings in coming weeks, as a. . .  Full story
Miner Anglo American forecast a strong end to 2011 as it recovers from a weather-battered start to the year, with production. . .  Full story
South Africa had a 4.9 billion randtrade surplus in June after recording a 1.0 billion rand shortfall in May, the South. . .  Full story
South African petrol pump prices in the main inland commercial region of Gauteng will increase by 17 cents a litre, or. . .  Full story

Gold hit another all-time high on Friday as investors sought a safe haven, after anemic U.S. growth data raised the prospect of recession. . .  Full story
Coal of Africa Ltd (CoAL) said it was forced to suspend some activity at its controversial Vele Colliery in South Africa. . .  Full story
Australian wholesale firm Metcash has extended a deadline to conclude a deal with South Africa's Pick n Pay to buy its. . .  Full story
The rand pulled back on Friday from a week-long rally that drove it to a near three-month high against the dollar. . .  Full story

Growth in credit demand by South Africa's private sector was little changed at 5.25 percent year-on-year in June from a slightly upwardly revised 5.22 percent in May, central bank data showed on Friday.. . .  Full story
Company News
Further to the cautionary announcement dated 30 September 2010 and subsequent renewal of cautionary announcements, the last of which was dated. . .  Full story
Cape Point Vineyards (Pty) Ltd have applied through the High Court in Cape Town for an order to place the company. . .  Full story
Trustco has embarked on a policy of issuing quarterly trading updates, this being the first, in order. . .  Full story
With regard to the audited results for the year ended 31 March 2011, shareholders of Foschini are advised that the annual. . .  Full story

In accordance with Regulation 98 of the Companies Act, 71 of 2008 ("the Act"), holders of ordinary shares in the company. . .  Full story
Mr Peet Snyders has resigned as an executive director of the company with effect from 31 July 2011.. . .  Full story
Shareholders are advised that all the resolutions set out in the Notice of Annual General Meeting were passed by the requisite. . .  Full story
DRDGOLD shareholders were advised that at the general meeting of shareholders held on 29 July 2011, all the special resolutions contained. . .  Full story
Company Results
Group revenue for the interim period ended 30 June 2011 increased to EUR2.942 billion (2010: EUR2.752 billion). Gross profit rose to. . .  Full story
Gross income from operations and investments for the interim period increased to R32.7 million (2010: R31.2 million), but net income for. . .  Full story
Net interest income dropped to R123.6 million (2010: R128.9 million). Operating profit declined to R75.6 million (2010: R78.2million), while profit attributable. . .  Full story
Sales revenue for the period ended 30 June 2011 rose to USD1.8 billion (USD1.2 billion) and gross profit jumped to USD219.7. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0031208.04-238.35-0.76%
JSE Top 4017:0027857.91-241.90-0.86%
JSE Gold17:002400.97-2.05-0.09%
JSE Financial17:0021203.73-71.91-0.34%
JSE Industrial17:0033024.83-116.64-0.35%
JSE Indust 2517:0027700.24-99.22-0.36%
JSE Resource17:0051474.13-761.59-1.46%
DJ Futures19:5012125.00-35.00-0.29%
DJ Ind19:2112178.13-61.98-0.51%
SP 50020:001297.77-2.90-0.22%
FTSE 10015:085792.41-80.80-1.38%
All Ords08:364500.50-38.70-0.85%
NZSE 5007:263395.63-1.16-0.03%
NameTimeRPMove% Move
Gold/R kg20:003498456960.20%
Brent Crude19:56116.48-1.70-1.44%
Rand / Dollar19:596.6931-0.0400-0.59%
Rand / Pound19:5910.9677-0.0215-0.20%
Rand / Euro19:599.6227-0.0225-0.23%
Rand / NZD19:585.8629-0.0037-0.06%
Rand / AUD19:597.3635-0.0520-0.70%
Yen / Dollar19:5877.1500-0.5300-0.68%
Euro / Dollar19:590.6952-0.0025-0.36%
Dollar / Euro19:581.43770.00490.34%
Pound / Dollar19:590.6082-0.0024-0.39%

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The JSE Today
Trading Statistics

Major Moves Up
SharenameSaleMove% MoveVolume
1 DORBYL  2854016.33.%814510
2 GOLIATH  3254516.07.%3190
3 REXTRU-N  115015015.00.%96
4 RANGOLD  2853313.10.%1500
5 UNIVERSAL  2392511.68.%320676
6 BELL  1450805.84.%9000
7 MUSTEK  509163.25.%113156
8 TELEMASTR  16053.23.%14560
9 LITHA  25983.19.%348630
10 WESIZWE  18052.86.%173892
11 VIVIDEND  478132.80.%11100
12 ILIAD  550142.61.%20818
13 DCENTRIX  425102.41.%1871
14 TRENCOR  3500752.19.%525
15 TONGAAT  94001972.14.%100399
16 ARB  33872.11.%20000
17 ALTRON-P  2600501.96.%465388
18 SANTAM  131512511.95.%40852
19 SAPPI  3049551.84.%2495021
20 GRANPRADE  29051.75.%2500

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Major Moves Down
SharenameSaleMove% MoveVolume
1 TASTE  105-7-6.25.%38500
2 SPANJRD  400-25-5.88.%200
3 HOSP-B  660-40-5.71.%13174
4 AMECOR  153-7-4.38.%30520
5 CITYLDG  6240-269-4.13.%55477
6 FREEWORLD  1100-45-3.93.%232
7 EASTPLATS  635-24-3.64.%46526
8 CML  2002-68-3.29.%215373
9 NUWORLD  2400-76-3.07.%263
10 MEDCLIN  3151-94-2.90.%455853
11 GBGOLD  1300-37-2.77.%9905
12 VALUE  390-11-2.74.%10793
13 DIGICOR  326-9-2.69.%14446
14 RBPLAT  5750-150-2.54.%171561
15 DRDGOLD  310-8-2.52.%213861
16 NORTHAM  3715-94-2.47.%3004260
17 ANGLOPLAT  57300-1351-2.30.%636093
18 ANGLO  32001-739-2.26.%5465098
19 JUBILEE  219-5-2.23.%252921
20 RAUBEX  1540-35-2.22.%45279

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New Highs
SharenameSaleHighMove% MoveVolume
1 METAIR  170017130.160367

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New Lows
SharenameSaleLowMove% MoveVolume
1 HOSP-B  660640-40-5.71.%13174
2 RBPLAT  57505629-150-2.54.%171561
3 NORTHAM  37153504-94-2.47.%3004260
4 ANGLOPLAT  5730056500-1351-2.30.%636093
5 RAUBEX  15401515-35-2.22.%45279
6 LONMIN  1406813696-70-0.50.%300574
7 S-OCEAN  1501420.289170
8 PLATMIN  3953700.59484
9 SAPPI  30492942551.84.%2495021

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Index Summary
Index NameRPMove% Move
Top 4027,857.91-241.90-0.86%
Mid Cap42,142.19-102.49-0.24%
Small Cap32,042.75-35.08-0.11%
Resource 2051,474.13-761.59-1.46%
Industrial 2527,700.24-99.22-0.36%
Financial 157,932.92-31.37-0.39%
Financial & Ind. 3030,572.06-122.88-0.40%
All Share31,208.04-238.35-0.76%
Oil & Gas 25,424.03-311.66-1.21%
Mining 33,859.97-502.87-1.46%
Gold Mining2,400.97-2.05-0.09%
Platinum Mining64.49-1.43-2.17%
Oil & Gas Producers 13,670.03-167.58-1.21%
Basic Materials 28,789.43-389.48-1.33%
Chemicals 13,711.36-40.19-0.29%
Forestry & Paper 13,884.32-21.42-0.15%
Industrial Metals 30,208.3735.810.12%
Industrials 27,804.29-138.98-0.50%
General Industrials 76,431.65-675.88-0.88%
Consumer Goods 27,634.37-157.26-0.57%
Automobiles & Parts 3,849.58.000.00%
Household Goods148.46-0-0.17%
Health Care 33,024.53-192.91-0.58%
Beverages 85.75-.71-0.82%
Food Producers 49,254.8716.080.03%
Index NameRPMove% Move
Personal Goods 434.06-2.10-0.48%
Consumer Services 52,779.47-297.37-0.56%
General Retailers 42,750.70-79.72-0.19%
Travel & Leisure 3,798.43-35.81-0.93%
Media 79.15-.60-0.75%
Support Services 2,354.03-9.10-0.39%
Telecommunications 70,213.98237.050.34%
Financials 21,203.73-71.91-0.34%
Banks 39,057.43-140.63-0.36%
Non-life Insurance 31,889.98608.651.95%
Life Insurance 15,636.15-61.81-0.39%
General Financial 2,227.43-16.92-0.75%
Technology 22,687.4120.980.09%
SHARIAH TOP40 3,055.45-33-1.06%
FTSE/JSE SHARIAH ALL3,123.06-31-0.98%
COAL MINING23,604.87450.19%
FTSE JSE Fledgling 4,609.02110.24%
FTSE/JSE Alt X 1,171.61-1-0.10%
CAPPED PROPERTY 318.54-0.16%
RESOURCE 28,421.25-412-1.43%
DIVIDEND PLUS168.73-1-0.57%
FTSE/JSE RAFI 406,473.53-52-0.79%
Capped Top 4014,570.75-116-0.79%
Capped All Share15,741.43-117-0.74%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
01 Aug 2011ANGLDJune 2011 (Interim)
01 Aug 2011ANGLD-AJune 2011 (Interim)
01 Aug 2011ANGLD-BJune 2011 (Interim)
01 Aug 2011ANGLD-EJune 2011 (Interim)
01 Aug 2011NEDBANKJune 2011 (Interim)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
MONDIPLC11-07-2811-08-1211-09-13R 0.0825
MONDILTD11-07-2811-08-1211-09-13R 0.0825
SABVEST11-07-2811-08-1211-08-22R 0.0400
SABVEST-N11-07-2811-08-1211-08-22R 0.0400
ARCMITTAL11-07-2711-08-2611-09-05R 0.5500
Ex Div**
Share NameDec-DateLDTPay-DateAmount
SBR00311-05-0511-07-2211-08-05R 1.4900
AVUSA11-06-2311-07-2211-08-01R 0.8500
SABMILLER11-05-1911-07-2711-08-12R 0.6150
INVLTD11-05-1911-07-2211-08-08R 0.0900
INVPLC11-05-1911-07-2211-08-08R 0.0900

Upcoming AGMs**
CodeCompany NameDateStatus
IVTInvicta Holdings Ltd29/07/2011Unconfirmed
TONTongaat Hulett Ltd29/07/2011Confirmed
WGRTSXWitwatersrand Consolidated Gold Resource...29/07/2011Confirmed
WGRWitwatersrand Consolidated Gold Resource...29/07/2011Confirmed
AFTAfrimat Ltd03/08/2011Confirmed

Stock Exchange News Service
29/07/201117:41 UCS Group Limited - Director`s Dealing Announcement
29/07/201117:25 Gold One International Limited - Update on A$0.55 per share Cash Offer
29/07/201117:17 BHP Billiton Plc - Total voting rights and capital
29/07/201117:00 Mr Price Group Limited - Dealings in securities by director
29/07/201116:55 Thabex Limited - Renewal of Cautionary Announcement
29/07/201116:26 Pinnacle Point Group Limited - Application for business rescue
29/07/201116:13 Trustco Group Holdings Limited - Voluntary Announcement: Trading Update
29/07/201116:04 Vox Telecom - Share dealings by a director of a major subsidiary
29/07/201116:00 Universal Industries Corporation - Announcement of a firm intention to
29/07/201115:50CCO - Capital & Counties Properties PLC - Exclusivity agreement signed with
29/07/201115:11 Dorbyl Limited - Dorbyl Judgement Received
29/07/201114:55 Witwatersrand Consolidated Gold Resources Limited - Results of
29/07/201114:48 William Tell Holdings Limited - Change to the board of directors
29/07/201114:30 Invicta Holdings Limited - Results of the Annual General Meeting
29/07/201114:20TFG/TFGP - Foschini Group Ltd - Notice of annual general meeting
29/07/201114:16 Vox Telecom - Acquisition of Ordinary Shares by Investec Bank Limited
29/07/201114:00 Keaton Energy Holdings Limited - Keaton Energy: changes to the
29/07/201113:55 Tongaat Hulett - Results of Annual General Meeting and retirement
29/07/201113:30 British American Tobacco p.l.c. - Publication of Supplementary
29/07/201113:29 Workforce Holdings Limited - Posting of circular and Notice of General
29/07/201113:13INVS - Investec Bank Limited - Long name change announcement on
29/07/201113:12INVS - Investec Bank Limited - Long name change announcement on equity
29/07/201113:04 DRDGOLD Limited - Results of General Meeting
29/07/201113:00 B & W Instrumentation and Electrical Limited - Change in
29/07/201112:45 JD Group Limited - Appointment of independent non-executive
29/07/201112:25 Life Healthcare Group Holdings Limited - Trading update
29/07/201112:07 Firestone Energy Limited - Quarterly activities report for the period to
29/07/201112:06 Firestone Energy Limited - Appendix 5B
29/07/201112:05 DiamondCorp plc - DiamondCorp annoucement
29/07/201112:00INL/INP - Investec Limited/Investec plc - Investec Plc - Voting rights and
29/07/201110:37INVS - Investec Bank Limited - Announcement to warrant holders of their new
29/07/201110:36INVS - Investec Bank Limited - Announcement to warrant holders of their new
29/07/201110:30 Exxaro Resources Limited - Exxaro plans to cease production of Zinc,
29/07/201110:11 Tawana Resources NL - Mining Exploration entity Quarterly Report
29/07/201110:10 Andulela Investment Holdings Limited - Update on the acquisition by
29/07/201110:07 Pinnacle - Acquisition by Pinnacle of an additional interest in
29/07/201110:02 Fountainhead Property Trust - Proposed acquisition by Fountainhead
29/07/201110:02 Hyprop Investments Limited - Disposal of Attfund Retail`s 25% undivided
29/07/201110:00 Metorex - Irrevocable Undertakings provided to Jinchuan Group Limited
29/07/201110:00 SABMiller plc - Total voting rights and capital
29/07/201109:22 Tongaat Hulett - AGM - Update by the CEO of Tongaat Hulett
29/07/201109:15PWK/PIK - Pick n Pay Holdings Limited/ Pick n Pay Stores Limited - Pick n
29/07/201108:52 BSI STEEL Limited - Dealing in securities by directors
29/07/201108:00 Anglo American plc - Half year financial report for the six months ended
29/07/201108:00SOL/SOLBE1 - Sasol Limited - Trading Statement
29/07/201107:27 Coal of Africa Limited - Appendix 5B Mining exploration entity
29/07/201107:26 Coal of Africa Limited - Report for the quarter ended 30 June 2011
29/07/201107:25 Coal of Africa Limited - Vele integrated water use licence
29/07/201107:10 British American Tobacco p.l.c - Transaction in own shares
29/07/201107:05 Gold One International Limited - Appendix 3b new issue

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