Tuesday, 03 January 2012 - 20:00
Charts
S.Africa rand starts 2012 firm, volatility to persist
JOHANNESBURG (Reuters) - South Africa's rand firmed to a three-week high against the dollar in a bullish start to the year, as investors unloaded dollars to take on risk on Tuesday.
Government bonds barely moved and volumes remain thin as players drifted back slowly to the markets after the end of year holiday lull. Investors will likely take positions after the government announces next week's auction plans in Wednesday's session.
The rand was firming for the fourth day on Tuesday and traded as strong as 8.02 against the dollar, levels last seen on December 8. It was up 0.7 percent from its previous 8.0750 close in New York trade.
"So far we've opened pretty much risk on. I think that's more a factor of guys wanting to take profits on dollar long positions," said Oliver Alwar a trader at Standard Bank.
"If you look at market positioning, the markets have been short euro for quite some time but going into year end and at the start of the year we've seen people lightening on dollar long positions, that's why we've seen a weaker dollar."
The dollar made about 22 percent worth of gains on the rand in 2011, making the rand one of the worst performing emerging market currencies.
Dealers expect volatility to remain a challenge this year while Europe's debt crisis persists and makes any rand gains difficult.
"It's going to be markets with indecision and no sort of finality," Standard Bank's Alwar added.
Yields on government bonds were little changed on Tuesday with the yield on the 2015 bond closing at 6.73 percent from 6.72 percent on Friday. The 2026 yield ended at 8.49 percent compared with 8.47 percent previously.
Going into the year "the global risk environment - especially how the euro debt situation pans out, the local inflation trajectory and any sign of growth recovery" are likely to be the main themes on the local bond market this year, Di Luo, a fixed income strategist at HSBC Bank said.
Tue, 03 Jan 2012
Top News
South African stocks jumped nearly 3 percent in the first trading day of 2012, booking their highest close since early December as better-than-expected Chinese manufacturing data helped drive mining companies higher. Full story
Two cargo ships of yellow maize from Romania are en route to South Africa's Western Cape province for unloading, the head of producer group Grain SA said on Tuesday. Full story |
|
Iran threatened on Tuesday to take action if the U.S. Navy moves an aircraft carrier into the Gulf, Tehran's most aggressive statement yet after weeks of sabre-rattling as new U.S. and EU financial sanctions take a toll on its economy. Full storyThe commander of Syria's armed rebels threatened on Tuesday to step up attacks on President Bashar al-Assad's forces, saying he was frustrated with Arab League monitors' lack of progress in ending a government crackdown on protests. Full storyParty agents flooded the streets with banners and verses from the Koran as the third phase of Egypt's parliamentary election began on Tuesday, with Islamists seeking to dominate an assembly that will rival the clout of the ruling generals. Full story |
|
|
Markets | Britain's top shares powered
ahead at the start of the new trading year on Tuesday as upbeat
economic data from the United States,. . . Full story | | Gold rose 2.5
percent on Tuesday, on track for its largest one-day
gain in about two months, as economic optimism sparked
broad-based equities and. . . Full story | | Wall Street stocks kicked
off 2012 with a sharp rally on Tuesday after data
showed U.S. manufacturing activity and construction spending
picked up, signaling. . . Full story | | The euro and stocks
advanced Tuesday and U.S. Treasuries
fell as better-than-expected data in the United States and
Europe spurred hopes for the. . . Full story |
|
| European stocks rose to
their highest close in five months on Tuesday after strong
manufacturing data from the world's two biggest economies, the
United. . . Full story | | European shares extended
gains on Tuesday after U.S. manufacturing data came in ahead of
forecasts, boosting investors' confidence in the strength of the
recovery. . . Full story | | U.S. stocks opened sharply
higher on Tuesday as better-than-expected Chinese and
German data boosted optimism about the global economy after the
S&P 500 index. . . Full story | | European stocks were higher
early Tuesday afternoon, hitting a two-month high on sharp gains
in cyclical mining shares, while simmering concerns over the
euro. . . Full story |
|
SA Business | Refiners in South Africa are seeking nearly 80,000 tonnes of diesel for delivery in January through spot tenders issued late last week, industry sources said on Tuesday.. . . Full story | | South Africa's rand was slightly firmer against the dollar on the second trading day of the year on Tuesday and should stay largely rangebound as market players drift slowly back after the Christmas and New Year breaks.. . . Full story |
|
| Foreigners bought a net 1.3 billion rand of South African shares and 1.2 billion rand in local bonds last week, data from exchange operator JSE Ltd showed on Tuesday.. . . Full story |
|
Company News | The board of directors of ADAPT IT advised shareholders that agreement has been reached between ADAPT IT and the vendors specified. . . Full story | | Anglo announces that it has received a letter from Codelco on 2 January 2012 which confirms its attempt to purchase up. . . Full story | | Shareholders are advised that the Annual Report for the year ended 30 June 2010 was dispatched on or about 30 December. . . Full story | | Further to the SENS announcements dated 26 September 2011, 6 October 2011, 11 October 2011 and 15 November 2011, shareholders were. . . Full story |
World Markets (Spot Prices)
Name | Time | RP | Move | % Move | JSE Overall | 17:00 | 32768.35 | 782.68 | 2.45% | JSE Top 40 | 17:00 | 29263.24 | 793.43 | 2.79% | JSE Gold | 17:00 | 2898.66 | 51.43 | 1.81% | JSE Financial | 17:00 | 22571.58 | 337.25 | 1.52% | JSE Industrial | 17:00 | 34894.08 | 577.29 | 1.68% | JSE Indust 25 | 17:00 | 29305.09 | 545.45 | 1.90% | JSE Resource | 17:00 | 53343.69 | 2063.84 | 4.02% | DJ Futures | 19:40 | 12367.00 | 217.00 | 1.79% | DJ Ind | 19:41 | 12392.99 | 175.43 | 1.44% | SP 500 | 19:56 | 1275.69 | 12.67 | 1.00% | Nasdaq | 19:56 | 2642.34 | 37.19 | 1.43% | FTSE 100 | 18:35 | 5699.91 | 127.63 | 2.29% | DAX | 19:16 | 6166.57 | 91.05 | 1.50% | CAC40 | 19:16 | 3245.40 | 23.10 | 0.72% | Nikkei | 30/12 | 8455.35 | 56.46 | 0.67% | Shanghai | 02/01 | 2200.13 | .71 | 0.03% | Hang-Seng | 10:26 | 18877.41 | 443.02 | 2.40% | All Ords | 07:38 | 4155.20 | 44.20 | 1.08% | NZSE 50 | 30/12 | 3274.71 | 28.46 | 0.88% |
| | Name | Time | RP | Move | % Move | Gold | 19:58 | 1598.20 | 31.23 | 1.99% | Gold/Rand | 19:58 | 12830.35 | 194.60 | 1.54% | Gold/R kg | 19:56 | 412976 | 12156 | 3.03% | Silver | 19:59 | 29.3090 | 1.3190 | 4.71% | Platinum | 19:59 | 1421.25 | 32.05 | 2.31% | Palladium | 19:58 | 659.00 | 8.51 | 1.31% | R157 | 17:00 | 6.73 | .01 | 0.15% | R204 | 17:00 | 7.66 | .02 | 0.26% | Brent Crude | 19:56 | 110.86 | 2.53 | 2.34% | Rand / Dollar | 19:59 | 8.0279 | -0.0319 | -0.40% | Rand / Pound | 19:55 | 12.5303 | 0.0425 | 0.34% | Rand / Euro | 19:55 | 10.4764 | 0.0375 | 0.36% | Rand / NZD | 19:58 | 6.3362 | 0.0498 | 0.79% | Rand / AUD | 19:55 | 8.3190 | 0.0487 | 0.59% | Yen / Dollar | 19:59 | 76.6870 | -0.2260 | -0.29% | Euro / Dollar | 19:55 | 0.7658 | -0.0071 | -0.92% | Dollar / Euro | 19:57 | 1.3048 | 0.0113 | 0.87% | Pound / Dollar | 19:55 | 0.6387 | -0.0056 | -0.87% |
|
Click here for the Sharenet Spot Price page
The JSE Today
Trading Statistics
Date | Adv. | Decl. | Unch. | Actives | Volume | Value | Trades | Orders |
---|
03/01/2012 | 271 | 94 | 71 | 436 | 173,642,833 | R8,482,194,516 | 76966 | 2115040 | 30/12/2011 | 144 | 116 | 76 | 336 | 59,968,763 | R2,484,951,755 | 24252 | 928444 | 29/12/2011 | 147 | 152 | 72 | 371 | 166,850,582 | R5,174,232,532 | 53686 | 2351148 | 28/12/2011 | 173 | 160 | 77 | 410 | 192,930,711 | R6,564,283,633 | 60756 | 1822183 | 23/12/2011 | 180 | 89 | 68 | 337 | 100,708,473 | R4,320,560,662 | 35266 | 864953 |
Index Summary Index Name | RP | Move | % Move | Top 40 | 29,263.24 | 793.43 | 2.79% | Industrial | 34,894.08 | 577.29 | 1.68% | Mid Cap | 44,300.58 | 403.03 | 0.92% | Small Cap | 32,941.43 | -10.37 | -0.03% | Resource 20 | 53,343.69 | 2063.84 | 4.02% | Industrial 25 | 29,305.09 | 545.45 | 1.90% | Financial 15 | 8,513.49 | 150.31 | 1.80% | Financial & Ind. 30 | 32,471.77 | 604.99 | 1.90% | All Share | 32,768.35 | 782.68 | 2.45% | Oil & Gas | 29,588.75 | 416.21 | 1.43% | Mining | 34,378.55 | 1435.57 | 4.36% | Gold Mining | 2,898.66 | 51.43 | 1.81% | Platinum Mining | 62.21 | 1.06 | 1.73% | GENERAL MINING | 8,507.48 | 451.43 | 5.60% | Oil & Gas Producers | 15,909.33 | 223.79 | 1.43% | Basic Materials | 29,089.97 | 1164.82 | 4.17% | Chemicals | 13,692.56 | 34.88 | 0.26% | Forestry & Paper | 11,881.51 | 243.27 | 2.09% | Industrial Metals | 30,848.63 | 842.08 | 2.81% | Industrials | 28,912.01 | 491.17 | 1.73% | General Industrials | 81,486.68 | 1679.70 | 2.10% | Consumer Goods | 29,817.56 | 695.29 | 2.39% | Automobiles & Parts | 4,438.34 | .00 | 0.00% | Household Goods | 154.26 | 3 | 2.13% | Health Care | 36,157.61 | 483.35 | 1.35% | Beverages | 98.70 | 1.96 | 2.03% |
| | Index Name | RP | Move | % Move | Food Producers | 55,938.27 | 374.76 | 0.67% | Personal Goods | 425.67 | 18.47 | 4.54% | Consumer Services | 58,465.63 | 766.52 | 1.33% | General Retailers | 49,187.91 | 1113.21 | 2.32% | Travel & Leisure | 3,690.52 | 13.41 | 0.36% | Media | 78.02 | .29 | 0.37% | Support Services | 2,199.75 | -5.59 | -0.25% | Telecommunications | 69,791.89 | 263.97 | 0.38% | Financials | 22,571.58 | 337.25 | 1.52% | Banks | 41,858.89 | 681.03 | 1.65% | Non-life Insurance | 34,554.96 | 46.08 | 0.13% | Life Insurance | 18,036.15 | 393.93 | 2.23% | General Financial | 2,128.08 | 19.43 | 0.92% | Technology | 25,493.01 | 14.11 | 0.06% | SHARIAH TOP40 | 3,141.13 | 104 | 3.43% | FTSE/JSE SHARIAH ALL | 3,209.02 | 98 | 3.13% | COAL MINING | 23,804.27 | 688 | 2.98% | FTSE JSE Fledgling | 4,793.45 | 19 | 0.40% | FTSE/JSE Alt X | 1,258.51 | 36 | 2.92% | SA LISTED PROPERTY | 391.87 | | 0.85% | CAPPED PROPERTY | 320.03 | | 1.04% | RESOURCE | 29,411.78 | 1107 | 3.91% | DIVIDEND PLUS | 180.02 | 2 | 1.33% | FTSE/JSE RAFI 40 | 6,821.70 | 173 | 2.60% | Capped Top 40 | 15,395.11 | 392 | 2.61% | Capped All Share | 16,559.30 | 386 | 2.39% |
|
Click here for the Sharenet Index Summary page
Latest Consensus Changes** Code | Company Name | Status | Updated | APN | ASPEN PHARMACARE HLDGS | HOLD | 29 Dec | TSH | TSOGO SUN HOLDINGS LIMITE... | BUY | 29 Dec | GRT | GROWTHPOINT PROPERTIES LI... | HOLD | 29 Dec | SOL | SASOL LIMITED | BUY | 29 Dec | ALT | ALLIED TECHNOLOGIES LIMIT... | HOLD | 29 Dec |
|
|
Results Expected** Expected | Company Name | Fin. Date | 09 Jan 2012 | ARROWA | September 2011 (Final) | 09 Jan 2012 | ARROWB | September 2011 (Final) |
|
Recent Dividends** Share Name | Dec-Date | LDT | Pay-Date | Amount | TELEMASTR | 11-12-21 | 12-01-13 | 12-01-23 | R 0.0100 | GRANPRADE | 11-12-13 | 12-01-06 | 12-01-16 | R 0.6000 | NAMPAK 6%P | 11-12-08 | 12-01-20 | 12-01-30 | R 0.0600 | NAMPAK 6.5 | 11-12-08 | 12-01-20 | 12-01-30 | R 0.0650 | BCX | 11-11-30 | 12-01-06 | 12-01-16 | R 0.4000 |
|
|
Ex Div** Share Name | Dec-Date | LDT | Pay-Date | Amount | TFG | 11-11-03 | 11-12-29 | 12-01-09 | R 1.9000 | CROOKES | 11-11-29 | 11-12-29 | 12-01-09 | R 0.6500 | ILLOVO | 11-11-23 | 11-12-29 | 12-01-09 | R 0.2300 | PBT | 11-11-30 | 11-12-29 | 12-01-09 | R 0.0333 |
|
Upcoming AGMs** Code | Company Name | Date | Status | SFH | SA French Ltd | 05/01/2012 | Confirmed |
|
|
Stock Exchange News Service Click here for more SENS news
|