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The Sharenet Daily 
Friday, 28 October 2011 - 20:00
 
Charts
News
Top News
Markets
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)


Charts
 
S.Africa's rand gains vs dollar, eyes on credit, PMI data

By Phumza Macanda

JOHANNESBURG (Reuters) - South Africa's rand firmed on Friday and was on course to record its best week in two years, still benefiting from news of a deal towards resolving the euro zone debt crisis.

Government bonds retreated a bit, taking a breather after this week's gains that saw yields -- which move inversely -- fall to multi-week lows.

Focus next week turns to a slew of data, including credit and money supply numbers on Monday, which will give a clue about whether monetary conditions are improving enough to point to a sustained recovery in Africa's largest economy.

The rand was trading at 7.7031 to the dollar at 1525 GMT, 0.4 percent stronger than Thursday's New York close of 7.7340.

The rand has come back from 28-month lows of 8.4950 hit in September but remains vulnerable to developments in the euro zone, a region that is a major trading partner of South Africa.

"If everything in Europe is sorted out, then the rand should strengthen. It's dependent on the euro really," said Jim Bryson, chief dealer at Rand Merchant Bank.

The rand has gained 3.8 percent this week, hitting its 50-day moving average for the first time since early September.

The firming trend is not convincing just yet and it will have to close below 7.75 to the dollar and break 7.70 to signal a potential move towards 7.50, Bryson said.

After strong gains this week, government bonds retreated a bit as market players took some profit. The yield on the 2015 bond went up two basis points to 6.56 percent and that on the 2026 yield up 1.5 basis points to 8.245 percent.

On Monday, data is expected to show growth in credit demand slowed to 5.77 percent year-on-year in September. A lower than expected figure could boost bonds as it would support the case for another interest rate cut to boost the recovery.

Purchasing Managers' Index numbers on Tuesday could prove to be another boon for bonds, especially if forward-looking components of the index such as new sales order point to further weakness in the key manufacturing sector.

"If it continues to weaken, chances are better than even that the manufacturing sector will be the next supply sector to fall into recession, blighting prospects of an economic recovery, and adding pressure on the Reserve Bank to ease monetary policy," said Colen Garrow, economist at Brait.

Fri, 28 Oct 2011
Top News
[IMAGE]
South African stocks closed at their highest point in six months on Friday, as global markets breathe a collective sigh of relief following Europe's agreement on a plan to deal with the region's debt crisis.  Full story
[IMAGE]
Revenue more than tripled to R20.5 million (R6.2 million) and operating profit jumped hugely to R26.7 million (R2.3 million). Total profit for the period grew remarkably to R19.4 million (R871 000), while headline earnings per share improved to 0.53cps (0.40cps). Dividend No dividends we  Full story
Smoke billowed from a wrecked police station in Tunisia's Sidi Bouzid Friday after protesters angry that their election candidates were disqualified rampaged through the town that was the cradle of the "Arab Spring" revolt.  Full story
From deep in the Sahara, fearing that he will share his father's bloody fate at the hands of vengeful Libyans and calling in old favours bought with oil from desert tribes and African strongmen, Saif al-Islam Gaddafi may be bartering a future.  Full story
Rescue workers pulled a 13-year-old boy alive out of the rubble of an apartment block on Friday, five days after a powerful earthquake that killed at least 570 people in eastern Turkey.  Full story
 
Markets
European shares slipped on Friday after the previous session's rally on the European Union's debt deal, as a disappointing Italian bond auction fuelled. . .  Full story
U.S. stocks edged lower on Friday as investors paused after a rally that lifted the S&P 500 index almost 20 percent from near. . .  Full story
U.S. and European shares took a breather after a strong rally built on a long-awaited euro zone rescue deal, but a weak sale. . .  Full story
Britain's FTSE 100 share index closed down on Friday, as investors gave pause to the sharp gains made on the outline deal announced. . .  Full story
European shares slipped on Friday after the previous session's rally, while Italian stocks underperformed after yields at a bond auction.. . .  Full story
U.S. stocks pared losses by midmorning on Friday, with all three major indexes turning positive.. . .  Full story
Gold eased on Friday but was still on course for its biggest weekly rise in two months after the euro zone's last-minute. . .  Full story
U.S. stocks opened lower on Friday as investors booked profits a day after a powerful rally that propelled the S&P to close above. . .  Full story
SA Business
Namibia's debut $500 million, 10-year Eurobond rose on its first day of trading on Friday as appetite surged for frontier market. . .  Full story
South Africa's petrol pump prices in the main inland commercial region Gauteng will increase by 23 cents or 2.2 percent on. . .  Full story
South Africa's rand held firm against the dollar on Friday after rallying to a 5-1/2 week high the day before, lifted. . .  Full story
For an hour each morning, Malawi's sleepy stock exchange shows signs of life, when an official takes to the trading room. . .  Full story
The Nigerian unit of South Africa's Standard Bank on Friday reported a 9 percent rise in pre-tax profit to 10.97 billion. . .  Full story
South Africa sold 800 million rand worth of paper at a weekly auction of its 2017, 2028 and 2033 inflation-linked bonds. . .  Full story
The World Bank on Thursday approved $250 million in funding for South African power utility Eskom to develop a wind and. . .  Full story
Japanese factory output fell in September for the first time since the devastating March earthquake, a sign the economy's recovery from the disaster. . .  Full story
Company News
Shareholders are referred to the previous cautionary announcements dated 04 January 2011, 20 January 2011, 15 February 2011, 25 March 2011,. . .  Full story
The board of directors of Blue informed shareholders that, with immediate effect, the designation of Mr. Timothy L. Till has changed. . .  Full story
Shareholders were advised that the audited annual financial statements for the 12 months ended 31 July 2011 as contained in the. . .  Full story
Shareholders are referred to the announcement published on SENS on 12 October 2011 and in the press on 13 October 2011,. . .  Full story
Implats announced the resignation of Ms MV Mennell as an independent non- executive director of the board of directors of Implats. . .  Full story
The board of directors of Ideco informed shareholders that Mr Rainer Troester has resigned as director of the company with effect. . .  Full story
Shareholders were advised that Adcock's basic earnings per share ("EPS") for the financial year ended 30 September 2011 from continuing operations. . .  Full story
Trustco is pleased to announce that it has entered into an agreement with Renaissance Africa Master Fund ("the Fund") ("the agreement"),. . .  Full story
Company Results
Revenue increased to R50.5 million (August 2010: R48.5million) and gross profit rose to R19.5 million (August 2010: R17.9 million). Net attributable. . .  Full story
Revenue for the period decreased to USD144.6 million (2010: USD149.1 million). Gross loss was recorded at USD1.6 million (2010: profit of. . .  Full story
Gold and silver revenue increased to R806.2 million (September 2010: R623.6 million). Operating profit more than doubled to R202.5 million (September. . .  Full story
Revenue for the year ended 31 August 2011 increased to R1.4 billion (2010: R1.2 billion). Gross profit rose to R409.5 million. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0032894.11441.561.36%
JSE Top 4017:0029566.80407.331.40%
JSE Gold17:003057.8961.442.05%
JSE Financial17:0021930.55152.030.70%
JSE Industrial17:0034982.62694.232.02%
JSE Indust 2517:0029679.94627.222.16%
JSE Resource17:0054478.95503.080.93%
DJ Futures19:4612170.002.000.02%
DJ Ind19:4512212.453.900.03%
SP 50020:001282.68-1.91-0.15%
Nasdaq20:002732.02-6.61-0.24%
FTSE 10017:355702.24-11.58-0.20%
DAX18:066346.198.350.13%
CAC4018:063348.63-19.99-0.59%
Nikkei08:269050.47123.931.39%
Shanghai09:462473.4137.801.55%
Hang-Seng10:2620019.24330.541.68%
All Ords07:364411.407.500.17%
NZSE 5006:463325.6022.130.67%
NameTimeRPMove% Move
Gold19:591743.23-.96-0.06%
Gold/Rand20:0013458.61-18.27-0.14%
Gold/R kg20:0043269459701.40%
Silver19:5835.2180.15300.44%
Platinum19:581641.2510.550.65%
Palladium19:58665.252.100.32%
R15717:026.55.020.31%
R20415:067.58.020.26%
Brent Crude19:46110.50-2.34-2.07%
Rand / Dollar19:587.7205-0.0045-0.06%
Rand / Pound19:5512.4014-0.0048-0.04%
Rand / Euro19:5510.9330-0.0252-0.23%
Rand / NZD19:576.35540.00260.04%
Rand / AUD19:558.2760-0.0033-0.04%
Yen / Dollar19:5775.6940-0.2380-0.31%
Euro / Dollar19:550.70600.00120.17%
Dollar / Euro19:581.4165-0.0016-0.11%
Pound / Dollar19:550.6207-0.0001-0.02%

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The JSE Today
 Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
28/10/201122612788441360,787,495R16,414,212,1571209792537424
27/10/201127610277455349,734,097R17,962,346,3041258352424035
26/10/201117114790408287,903,124R12,747,403,174862062115920
25/10/201122215384459294,009,374R14,997,571,5911223932584048
24/10/201120215378433232,839,226R11,475,126,036940412536503
Major Moves Up
SharenameSaleMove% MoveVolume
1 DELRAND  1203642.86.%3220
2 CALGRO  1902817.28.%13325
3 TASTE  185169.47.%87754
4 HULAMIN  749497.00.%52775
5 JDGROUP  44122024.80.%523571
6 EXXARO  182997994.57.%2285988
7 TRUWTHS  81753254.14.%2160965
8 URONE  2324843.75.%58142
9 A-V-I  35541193.46.%1008888
10 MONDILTDP  61362013.39.%283589
11 TFG  101803303.35.%1910578
12 NETCARE  1393453.34.%2910153
13 KUMBAIO  4768315033.25.%719855
14 MRPRICE  77002403.22.%909557
15 WOOLIES  41251283.20.%3529562
16 ANGGOLD  3615910803.08.%2411391
17 MMI-HLDGS  1747523.07.%1348010
18 PSG  49501402.91.%65288
19 ANGLOPLAT  5823916392.90.%575408
20 PIKWIK  1682472.87.%436802

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Major Moves Down
SharenameSaleMove% MoveVolume
1 AFRO-C  206-9-4.19.%5000
2 TRADEH  575-25-4.17.%510
3 VILLAGE  148-6-3.90.%890668
4 STEFSTOCK  1120-38-3.28.%9381
5 ELLIES   190-6-3.06.%8799
6 HOSP-A  1296-37-2.78.%51843
7 GBGOLD  1150-30-2.54.%52982
8 AMECOR  195-5-2.50.%10000
9 VERIMARK  125-3-2.34.%74985
10 PAN-AF  168-4-2.33.%975912
11 TRENCOR  3400-79-2.27.%2905143
12 BAUBA  224-5-2.18.%2950
13 EHSV  3700-80-2.12.%6426
14 AMA  195-4-2.01.%5002
15 SAPPI  2385-45-1.85.%991668
16 OMNIA  8050-150-1.83.%75004
17 KEATON   275-5-1.79.%7616
18 DIGICOR  290-5-1.69.%173535
19 CADIZ  251-4-1.57.%81800
20 OANDO  138-2-1.43.%40505

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New Highs
SharenameSaleHighMove% MoveVolume
1 TRUWTHS  817582403254.14.%2160965
2 TFG  10180103303303.35.%1910578
3 WOOLIES  412541381283.20.%3529562
4 RICHEMONT  470147151072.33.%20750229
5 DRDGOLD  533541122.30.%1895280
6 SHOPRIT  12125121252652.23.%2092396
7 DISCOVERY  42624262821.96.%616938
8 SANLAM  29852995501.70.%7587476
9 CAPCO  22542270180.81.%281161
10 REMGRO  1207012100700.58.%1078521
11 CIL  97797720.21.%3500

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New Lows
SharenameSaleLowMove% MoveVolume
1 GBGOLD  11501150-30-2.54.%52982

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Index Summary
Index NameRPMove% Move
Top 4029,566.80407.331.40%
Industrial34,982.62694.232.02%
Mid Cap42,990.39577.311.36%
Small Cap31,852.51-6.26-0.02%
Resource 2054,478.95503.080.93%
Industrial 2529,679.94627.222.16%
Financial 158,221.0168.430.84%
Financial & Ind. 3032,482.62562.741.76%
All Share32,894.11441.561.36%
Oil & Gas 28,151.14-37.49-0.13%
Mining 35,582.12391.881.11%
Gold Mining3,057.8961.442.05%
Platinum Mining66.991.512.31%
GENERAL MINING8,694.0049.640.57%
Oil & Gas Producers 15,136.35-20.16-0.13%
Basic Materials 29,922.11346.761.17%
Chemicals 12,855.19-30.30-0.24%
Forestry & Paper 12,223.59153.621.27%
Industrial Metals 28,681.45758.772.72%
Industrials 28,340.73373.621.34%
General Industrials 80,271.46940.471.19%
Consumer Goods 30,922.16593.541.96%
Automobiles & Parts 3,847.322.270.06%
Household Goods155.5821.62%
Health Care 35,304.42571.401.65%
Beverages 100.341.931.96%
Index NameRPMove% Move
Food Producers 52,200.50538.711.04%
Personal Goods 469.5210.692.33%
Consumer Services 58,414.651354.782.37%
General Retailers 48,474.241528.223.26%
Travel & Leisure 3,545.3036.481.04%
Media 86.921.541.80%
Support Services 2,244.9110.730.48%
Telecommunications 68,159.481637.592.46%
Financials 21,930.55152.030.70%
Banks 40,593.60321.270.80%
Non-life Insurance 34,780.47346.761.01%
Life Insurance 16,588.36182.451.11%
General Financial 2,218.9014.160.64%
Technology 23,752.00351.461.50%
SHARIAH TOP40 3,204.29441.39%
FTSE/JSE SHARIAH ALL3,254.67431.33%
COAL MINING24,953.199774.08%
FTSE JSE Fledgling 4,525.32-22-0.49%
FTSE/JSE Alt X 1,173.21-16-1.32%
SA LISTED PROPERTY 388.01-0.13%
CAPPED PROPERTY 320.96-0.01%
RESOURCE 30,077.232800.94%
DIVIDEND PLUS174.7031.49%
FTSE/JSE RAFI 406,790.58831.23%
Capped Top 4015,534.662251.47%
Capped All Share16,610.662281.39%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
NEDNEDBANK GROUP LTDHOLD26 Oct
SBKSTANDARD BANK GROUP LIMIT...HOLD26 Oct
AIPADCOCK INGRAM HLGS LDHOLD26 Oct
IPFINVESTEC PROPERTY FUND LT...HOLD26 Oct
LHCLIFE HEALTHCARE GRP HLDG ...HOLD26 Oct
Results Expected**
ExpectedCompany NameFin. Date
31 Oct 2011CHEMSPECSeptember 2011 (Interim)
31 Oct 2011HARMONYSeptember 2011 (Q)
31 Oct 2011HARMONY-PSeptember 2011 (Q)
31 Oct 2011INGENUITYAugust 2011 (Final)
31 Oct 2011SACOILAugust 2011 (Interim)
Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
BARWORLD611-10-2711-11-1111-11-21R 0.0600
NUWORLD11-10-2711-12-0211-12-12R 0.2950
SPANJAARD11-10-2711-11-1111-11-21R 0.1000
PREMIUM11-10-2111-11-1111-11-21R 0.5580
OCTODEC11-10-2111-11-1111-11-21R 0.6430
Ex Div**
Share NameDec-DateLDTPay-DateAmount
NTC PREF11-10-0311-10-2111-10-31R 3.3842
SHFINV-PREF11-09-0611-10-2111-10-31R 3.3500
SBR00311-08-0511-10-2811-11-07R 1.5200
EOH11-09-1211-10-2111-10-31R 0.4800
ELBGROUP11-09-2111-10-2111-10-31R 0.4000
Upcoming AGMs**
CodeCompany NameDateStatus
HUGHuge Group Ltd28/10/2011Confirmed
AHLAH-Vest Ltd28/10/2011Confirmed
TCSPTotal Client Services Ltd28/10/2011Confirmed
TCSTotal Client Services Ltd28/10/2011Confirmed
RLFRolfes Technology Holdings Ltd28/10/2011Confirmed
Stock Exchange News Service
DateTimeHeadline
28/10/201117:28NEDB - Nedbank Limited - SENS announcement issue of share instalments
28/10/201117:20IPL/IPLP - Imperial Holdings Limited - Dealing in securities by director of
28/10/201117:14 Awethu - Trading Statement
28/10/201117:11 Petmin Limited - No change statement and notice of annual general
28/10/201117:08 Bonatla Property Holdings Limited - Unaudited Consolidated Condensed
28/10/201117:07 Capricorn Investment Holdings Limited - Renewal of cautionary
28/10/201117:01 Sea Kay Holdings Limited - Reviewed condensed annual financial
28/10/201117:00 Blue - Change to the board of directors
28/10/201116:47 Oando Plc - Appointment of Non-Executive Directors
28/10/201116:36 Super Group Limited - Proposed consolidation of share capital, odd-
28/10/201116:35 IFA Hotels & Resorts Limited - Renewal of Cautionary Announcement
28/10/201116:34BIDEN - Denel SOC Limited - Listing of Tap Issue
28/10/201116:30 Randgold & Exploration Company Limited - Disclosure of Disposals and
28/10/201116:26OML - Old Mutual Plc - Form 8.3
28/10/201116:25OML - Old Mutual plc - Form 8.3
28/10/201116:18 Sun International Limited - Change statement and notice of annual
28/10/201116:17 Ceramic - No Change Statement and Notice of Annual General Meeting
28/10/201116:16GPT12 - Growthpoint Properties Limited - New Financial Instrument Listing
28/10/201116:13 Vox Telecom Limited - Finalisation announcement and change of salient
28/10/201116:06 Decillion Limited - Renewal of cautionary announcement
28/10/201116:06 Super Group - Dealing in Securities by Super Group Share Incentive Scheme
28/10/201116:00 Implats - Resignation of Implats Director
28/10/201116:00 Ideco Group Limited - Resignation of a director and appointment of
28/10/201115:47 Huge Group Limited - Results of annual general meeting
28/10/201115:41 Hyprop - Dealings in Securities
28/10/201115:38 Vunani Property Investment Fund Limited - Acquisition by VPIF of the
28/10/201115:33 AH-Vest Limited - Results of the Annual General Meeting
28/10/201115:22NRA014 - The South African National Roads Agency Limited - New Financial
28/10/201115:21ACL143 - Absa Bank Limited - New Financial Instrument Listing
28/10/201115:20ACL142 - Absa Bank Limited - New financial instrument listing
28/10/201115:19ACL144 - Absa Bank Limited - New Financial Instrument Listing
28/10/201115:15 Total Client Services Limited - Results of Annual General Meeting
28/10/201115:11 Capital Property Fund - Posting of circular and notice of General
28/10/201114:57GEN - Piruto B.V. - Dealings disclosure
28/10/201114:52 Adcock Ingram Holdings Limited - Trading statement
28/10/201114:15 John Daniel Holdings Limited - Amendment to the results of the
28/10/201113:52 Rolfes - Results of Annual General Meeting
28/10/201113:16 Country Bird Holdings Limited - Dealings in securities
28/10/201113:13BIIVU - iVuzi Investments Limited - Listing of new financial instrument
28/10/201112:57 Trustco Group Holdings Limited - Options in respect of a specific
28/10/201112:56 Oasis Crescent Property Fund - Finalisation announcement in respect of the
28/10/201112:50 Vunani Property Investment Fund Limited - Acquisition by VPIF of an
28/10/201112:27 African Oxygen Limited - Quarterly results of Linde AG
28/10/201112:19INL/INP - Investec Limited/ Investec plc - Form 8 (DD)
28/10/201112:15INL/INP - Investec - FORM 8 (DD)
28/10/201112:08 Redefine Properties Limited - Results of the shareholders meeting
28/10/201112:00 Famous Brands Limited - Dealings in securities
28/10/201112:00 Spur Corporation Limited - No change announcement and notice of
28/10/201111:51BIFR1 - FirstRand Bank Limited - Interest Rate Reset Announcement
28/10/201111:49TFS83 - Toyota Financial Services (South Africa) (Proprietary) Limited -
28/10/201111:48DEUT - Deutsche Bank AG - Notice : Amendment termination of listing -
28/10/201111:04TOPDWP - Deutsche Bank AG - Notice : Termination of listing - TOPDWZ -
28/10/201111:01 MMI Holdings Limited - Posting of annual financial statements, no
28/10/201110:54 Gold One International Limited - Form 604 - notice of change of
28/10/201110:53 Tawana Resources NL - Quarterly activities report 1 July to 30
28/10/201110:12 Sekunjalo Investments Limited - Trading statement
28/10/201110:00 IFCA Technologies Limited - Renewal of cautionary announcement
28/10/201109:50INL/INP - Investec Limited/Investec plc - Disclosure in accordance with Rule
28/10/201109:45 Iliad Africa Limited - Dealing by director of a major subsidiary
28/10/201109:01SCIB - The Standard Bank Of South Africa Limited - Announcement for issue of
28/10/201109:00 Sentula Mining Limited - Cautionary announcement relating to a proposed
28/10/201108:55JCD - JCI Limited - Renewal of cautionary announcement
28/10/201108:18SCIB - The Standard Bank Of South Africa Limited - Notice of expiry of Standard
28/10/201108:12 New Europe Property Investments plc - Rights Offer Finalisation
28/10/201108:01 Net 1 UEPS Technologies, Inc. - Net 1 UEPS Technologies, Inc.
28/10/201108:00 Blackstar Group SE - Update re transfer to Malta and payment of special
28/10/201108:00 Aquarius Platinum Limited - Notification of transfer to a Premium Listing
28/10/201108:00 New Europe Property Investments plc - Rights offer finalisation
28/10/201108:00 Pan African Resources plc - Exercise of options
28/10/201107:30 Jasco - Acquisition by Jasco of the remaining interest in Telesciences
28/10/201107:10 British American Tobacco p.l.c. - Transaction in own shares
28/10/201107:08 Santova Logistics Limited - Transfer of listing from ALTX to the Main
28/10/201107:06 Bowler Metcalf Limited - No change statement and date of annual general
28/10/201107:05 Total Client Services Limited - Reviewed Condensed Consolidated Group
28/10/201107:05 Gold One International Limited - Appendix 3b new issue announcement,

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