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 The Sharenet Daily 
Tuesday, 10 January 2012 - 20:00
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 breaks losing streak, bonds rise

JOHANNESBURG (Reuters) - South Africa's rand firmed for the first day in five on Tuesday as risk sentiment improved with positive signals out of the Unites States, which in turn helped bond prices higher.

The rand broke the 8.10/12 resistance area to trade at 8.0625, making 1.1 percent worth of gains against the dollar on the day. It closed at 8.15 in New York on Monday.

Analysts see little chance for the rand to break the big 8 rand level without a convincing rally from the euro.

"Euro/dollar has struggled to rally much beyond 1.2800 and this has limited any further dollar/rand downside, as has traders buying on dips below 8.1000. I don't think USD/ZAR is going to break below 8.0000 anytime soon," said Christopher Shiells of Informa Global Markets.

The firmer rand helped to drag bond yields, which trade inversely to the price, to a week low.

The yield on the three-year bond closed at 6.80 percent from 6.885 percent on Monday and the fourteen year yield ended at 8.575 percent from 8.67 percent previously.

Treasury held its first fixed income auction for the year which saw healthy demand even though some players were said to be holding back.

"Most local clients we spoke to all wanted to adopt a wait and see strategy for the auction. It cleared a tad higher than I would have expected being the first auction but results were fair," said Steve Arnold, a bond trader at Investec.

"Rand strength dragged yields lower for most of the afternoon and I guess that players who missed (the auction) today jumped in as well," Arnold added.

South Africa also sold a $1.5 billion 12 year eurobond, taking advantage of low U.S. yields to diversify its sources of funding and pay down more expensive domestic debt. [ID:nL6E8CA0LJ

The bond attracted bids totalling $3 billion and saw demand from mainly European and American investors.

Analysts say state-owned agencies are likely to follow suit now that the sovereign has set a benchmark.

Tue, 10 Jan 2012
Top News
South African stocks rose for a third straight trading day on Tuesday, pushing the benchmark index to its highest closing level in a month as a rebound in metal prices bolstered miners.  Full story

South African utility Eskom warned this week that supply of electricity will be extremely tight in January after the power firm took down more plants to conduct maintenance and supply had also been hit by unplanned outages.  Full story
Syrian President Bashar al-Assad vowed on Tuesday to strike "terrorists" with an iron fist and derided Arab League efforts to halt violence in a 10-month-old revolt against his rule.  Full story
With Mitt Romney poised to stride toward the Republican presidential nomination by capturing New Hampshire on Tuesday, all eyes were on whether he could win big enough to convince his party he is the best candidate to defeat Democrat Barack Obama.  Full story
Europe and Japan moved ahead on Tuesday in planning for punitive cuts in oil imports from Iran, where a senior official dismissed Western anger at news Tehran is enriching uranium deep underground as cover for ulterior motives.  Full story
European shares hit a one-week closing high on Tuesday as encouraging comments from some leading U.S. companies and hopes for more policy easing. . .  Full story
Gold surged 1.5 percent to a three-week high on Tuesday, rallying with the stock market on optimism about the global economy after a bullish. . .  Full story
Global stocks rallied on Tuesday on a wave of optimism over the economy after a bullish outlook from U.S. aluminum maker Alcoa and. . .  Full story
U.S. stocks hit a five-month high on Tuesday after strong import data from major metals consumer China and a bullish forecast by Alcoa boosted. . .  Full story

Commodity stocks led Britain's top share index higher on Tuesday, after Alcoa kicked off the U.S. earnings season with an upbeat outlook and. . .  Full story
European shares hit a one-week closing high on Tuesday after encouraging comments from some leading U.S. companies and hopes for more policy easing. . .  Full story
U.S. stocks rose on Tuesday after a bullish Alcoa forecast and encouraging Chinese trade data boosted the outlook for the commodities sector, signaling. . .  Full story
Hong Kong shares rose for a second straight session on Tuesday, spurred by strength in mainland markets after weak China trade data boosted. . .  Full story
SA Business
South Africa has completed the sale of a $1.5 billion 12-year global bond, taking advantage of record low U.S. yields to diversify its sources of funding and pay down more expensive. . .  Full story
South Africa's business confidence index increased to 99.1 in December from 97.4 in November, the first rise since April last year, the South African Chamber of Commerce and Industry (SACCI) said. . .  Full story
South Africa plans to issue about 1 billion dollars of a 12-year bond in the international markets on Tuesday, traders said.. . .  Full story

General Electric Co said it booked an order for 43 railroad locomotives from South African government-owned Transnet , continuing its trend. . .  Full story
South Africa's Reserve Bank says it will not lengthen the time lenders in the country will have to comply with the. . .  Full story
South African vehicle manufacturers finished 2011 on a high, recording their highest sales in five years as a combination of lower. . .  Full story
South Africa's total new vehicle sales increased by 11 percent year-on-year to 43,790 units in December, the National Association of Automobile. . .  Full story

South African government bonds firmed slightly on Tuesday ahead of the year's first weekly debt auction, which is expected to attract healthy demand.. . .  Full story
Company News
The North Gauteng High Court, Pretoria, on 10 January ruled on a court application submitted by Mr Ron Nel and 34. . .  Full story
Shareholders are advised that, for the year ended 30 November 2011, Hudaco's earnings per share ("EPS") are expected to be between. . .  Full story
Shareholders are referred to the announcement released on SENS on 19 December 2011 and in the press on 20 December 2011. . .  Full story
Shareholders are advised of the following changes to the board of directors ("the board"): * Ralph Patmore has been appointed as. . .  Full story

The company wished to advise shareholders that, with effect from 9 January 2012, Mr. Shaun Strydom has resigned from his role as group financial director of Blue. Mr Strydom will however continue to serve on the board of Blue as an. . .  Full story
Bytes Technology Group, wholly owned by Altron, has entered into agreements to acquire 100% of the issued share capital of Unisys Africa from Unisys Corporation and CyberKnowledge Systems Investments (Pty) Ltd, a local empowerment company. The transaction is subject to competition. . .  Full story
Company Results
Revenue improved to R268.1 million (R236.9 million) and gross profit rose to R42.4 million (R36.2 million). Profit for the year grew to R10 million (R7.8 million), while headline earnings per share strengthened to 23.80cps (19.36cps). Dividends *First quarter -- A dividend of 4 cents (2010: 4 cents) per share was declared on 22 December 2010 and paid to all shareholders recorded in the share register of the company at the close of business on Friday, 21 January 2011; *Second quart. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0033020.16245.330.75%
JSE Top 4017:0029481.51249.590.85%
JSE Gold17:002939.01-3.63-0.12%
JSE Financial17:0022741.5664.830.29%
JSE Industrial17:0034967.4564.090.18%
JSE Indust 2517:0029327.0844.610.15%
JSE Resource17:0054113.16933.591.76%
DJ Futures19:5612395.0058.000.47%
DJ Ind19:4512456.4963.800.51%
SP 50020:001290.8610.160.79%
FTSE 10018:355696.7084.441.50%
All Ords07:414206.6045.101.08%
NZSE 5006:463228.01-19.27-0.59%
NameTimeRPMove% Move
Gold/R kg20:0042550522600.53%
Brent Crude19:56113.111.281.14%
Rand / Dollar19:598.1052-0.0482-0.59%
Rand / Pound19:5512.5120-0.0658-0.52%
Rand / Euro19:5510.3534-0.0619-0.59%
Rand / NZD19:586.43270.01320.21%
Rand / AUD19:558.36430.01030.12%
Yen / Dollar19:5976.8300-0.0370-0.05%
Euro / Dollar19:550.7827-0.0002-0.03%
Dollar / Euro19:591.27780.00080.06%
Pound / Dollar19:550.6460-0.0006-0.09%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics

Major Moves Up
SharenameSaleMove% MoveVolume
1 NICTUS  4707017.50.%23753
2 EASTPLATS  495429.27.%117434
3 GOLIATH  445358.54.%5000
4 HOLDSPORT  40002356.24.%60
5 BELL  18001005.88.%32824
6 HUDACO  90034785.61.%14109
7 SPANJRD  475255.56.%16115
8 HOWDEN  1450705.07.%8500
9 GOLDONE  430204.88.%66452
10 DELTA  818384.87.%50
11 MVELASERV  1080504.85.%13599
12 ROLFES  350154.48.%50614
13 SUPRGRP  1125454.17.%1615869
14 TRUSTCO  12554.17.%183600
15 PETMIN  280103.70.%649399
16 AMA  22483.70.%22701
17 WITSGOLD  42501503.66.%500
18 AMECOR  21473.38.%32796
19 RMIH  1470473.30.%1720474
20 AFROX  1740543.20.%50019

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Major Moves Down
SharenameSaleMove% MoveVolume
1 DAWN  525-55-9.48.%1500
2 JUBILEE  154-9-5.52.%317720
3 ZEDER  262-8-2.96.%29520
4 PBT  175-5-2.78.%493000
5 CIL  1000-25-2.44.%28230
6 CROOKES  4110-90-2.14.%545
7 LITHA  270-5-1.82.%52641
8 ELLIES   226-4-1.74.%34000
9 NETCARE  1336-23-1.69.%2200818
10 TSOGO-SUN  1651-28-1.67.%18163
11 COMPCLEAR  295-5-1.67.%2010
12 TRUWTHS  7770-130-1.65.%1842130
13 KAP  305-5-1.61.%4600
14 DIGICOR  285-4-1.38.%31061
15 PREMIUM  1480-20-1.33.%500000
16 TIGBRANDS  24600-300-1.20.%294267
17 CAPCO  2261-26-1.14.%752186
18 CMH  910-10-1.09.%1054
19 PNR-FOODS  5921-64-1.07.%63330
20 ALTRON  2275-23-1.00.%4228

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New Highs
SharenameSaleHighMove% MoveVolume
1 NICTUS  4704757017.50.%23753
2 BELL  180025001005.88.%32824
3 HUDACO  900390034785.61.%14109
4 SPANJRD  475475255.56.%16115
5 RMIH  14701473473.30.%1720474
6 TELEMASTR  16416453.14.%12183
7 VIVIDEND  510510153.03.%17470
8 MASSMART  17950181001000.56.%358639
9 ASPEN  1012010180550.55.%1032327
10 MRPRICE  84338498450.54.%891166
11 EOH  29052920150.52.%217993
12 PINNACLE  1151117020.17.%365738
13 FIRSTRAND  2135215220.09.%8183545
14 METAIR  205020950.704895
15 SANLAM  30023035-13-0.43.%3958039

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New Lows
SharenameSaleLowMove% MoveVolume
1 DORBYL  16015042.56.%154522

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Index Summary
Index NameRPMove% Move
Top 4029,481.51249.590.85%
Mid Cap44,644.9380.890.18%
Small Cap33,408.48137.240.41%
Resource 2054,113.16933.591.76%
Industrial 2529,327.0844.610.15%
Financial 158,568.7427.190.32%
Financial & Ind. 3032,530.1866.920.21%
All Share33,020.16245.330.75%
Oil & Gas 29,883.88332.961.13%
Mining 34,907.54612.551.79%
Gold Mining2,939.01-3.63-0.12%
Platinum Mining62.61.430.69%
GENERAL MINING8,657.40215.392.55%
Oil & Gas Producers 16,068.01179.031.13%
Basic Materials 29,520.58482.661.66%
Chemicals 14,041.35-20.68-0.15%
Forestry & Paper 12,090.70150.471.26%
Industrial Metals 30,766.69-51.87-0.17%
Industrials 29,347.5236.700.13%
General Industrials 83,087.47138.230.17%
Consumer Goods 30,067.0015.090.05%
Automobiles & Parts 4,642.14.000.00%
Household Goods157.0821.22%
Health Care 36,482.3568.460.19%
Beverages 99.78-.77-0.77%
Index NameRPMove% Move
Food Producers 55,211.07-140.14-0.25%
Personal Goods 433.465.691.33%
Consumer Services 59,375.63295.670.50%
General Retailers 50,124.0453.440.11%
Travel & Leisure 3,690.681.770.05%
Media 80.70.660.82%
Support Services 2,262.0841.321.86%
Telecommunications 66,525.7941.550.06%
Financials 22,741.5664.830.29%
Banks 42,184.42133.490.32%
Non-life Insurance 34,494.33-94.58-0.27%
Life Insurance 18,219.6375.420.42%
General Financial 2,125.124.440.21%
Technology 25,897.38131.910.51%
SHARIAH TOP40 3,163.37421.35%
FTSE/JSE SHARIAH ALL3,232.93391.23%
COAL MINING23,879.631010.43%
FTSE JSE Fledgling 4,894.24210.42%
FTSE/JSE Alt X 1,216.26-33-2.61%
RESOURCE 29,840.684951.69%
DIVIDEND PLUS181.4510.39%
FTSE/JSE RAFI 406,867.73550.80%
Capped Top 4015,500.781160.75%
Capped All Share16,683.911190.72%
JSE TABACO 4,858.16-5-0.11%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
13 Jan 2012MASNovember 2011 (Q)
13 Jan 2012TELEMASTRSeptember 2011 (Final)
18 Jan 2012FORBESNovember 2011 (Q)
19 Jan 2012ELLIESOctober 2011 (Interim)
19 Jan 2012FIURANIUMDecember 2011 (Q)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
AFPREFINV12-01-0612-01-2012-01-30R 0.2518
REUNERT5.512-01-0612-01-2012-01-30R 0.0550
TELEMASTR11-12-2112-01-1312-01-23R 0.0100
NAMPAK 6%P11-12-0812-01-2012-01-30R 0.0600
NAMPAK 6.511-12-0812-01-2012-01-30R 0.0650
Ex Div**
Share NameDec-DateLDTPay-DateAmount
TIGBRANDS11-11-2312-01-0612-01-16R 5.1000
OCEANA11-11-1012-01-0612-01-16R 1.8300
ADCOCK11-11-2212-01-0612-01-16R 1.0600
BARWORLD11-11-1412-01-0612-01-16R 1.0500
PPC11-11-0812-01-0612-01-16R 0.9500

Upcoming AGMs**
CodeCompany NameDateStatus
BCXBusiness Connexion Group Ltd13/01/2012Unconfirmed
BCABusiness Connexion Group Ltd13/01/2012Unconfirmed
CLSClicks Group Ltd17/01/2012Confirmed

Stock Exchange News Service
10/01/201217:30 Accentuate Limited - Disposal by Accentuate of the operational assets
10/01/201217:17 Digicore Holdings Limited - Change to the board of directors
10/01/201216:58 Miranda Mineral Holdings Limited - Shareholder update regarding a court
10/01/201216:53 Buildmax Limited - Dealing in securities
10/01/201216:45 Santova Limited - Resignation of director of listed company
10/01/201216:27 Consolidated Infrastructure Group Limited - Change to the board
10/01/201216:20 Naspers Limited - Director dealing in securities
10/01/201215:58BINRA - The South African National Roads Agency Limited - New Financial
10/01/201215:49 PBT Group Limited - Financial effects on PBT for the 12 months ended 31
10/01/201215:47 Vunani Limited - Proposed conversion and consolidation of the share
10/01/201215:43GRD167 - Grayston Conduit 1 (Proprietary) Limited - New Financial Instrument
10/01/201215:30 Lonrho Plc - Notification of major interest in shares
10/01/201215:00 Witwatersrand Consolidated Gold Resources Limited - Wits Gold
10/01/201213:58 Hudaco Industries Limited - Trading statement
10/01/201213:33 Kap International Holdings Limited - Reminder and confirmation of
10/01/201213:24 Lonmin Plc - Annual information update for the 12 months up to and
10/01/201213:18 Village Main Reef Limited - Lesego successfully completes positive
10/01/201212:37STXIND - Satrix Indi Portfolio - Distribution finalisation announcement -
10/01/201212:36STXFIN - Satrix Fini Portfolio - Distribution Finalisation Announcement quarter
10/01/201212:34STXRAF - SATRIX RAFI40 - Distribution and re-investment announcement 6 months
10/01/201212:33STXRES - Satrix Resi Portfolio - Distribution finalisation announcement -
10/01/201212:32STX40 - SATRIX 40 PORTFOLIO - Distribution Finalisation announcement
10/01/201212:31STXSWX - SATRIX SWIX TOP 40 PORTFOLIO - Distribution Finalisation
10/01/201212:30STXDIV - Satrix Dividend Plus Portfolio - Distribution Finalisation Announcement
10/01/201211:24 Resource Generation Limited - Change of Director`s Interest Notice
10/01/201210:42BIIND - iNdwa Investments Limited - New Instrument Listing and Tap Issue
10/01/201210:22 Calgro M3 - Changes to the board of directors
10/01/201209:30 Blue Financial Services Limited - Changes to the Board
10/01/201209:00 SACOIL Holdings Limited SACOIL appoints two senior managers to
10/01/201208:00 Telemasters Holdings Limited - Reviewed Provisional Condensed Consolidated
10/01/201207:15ATN/ATNP - Allied Electronics Corporation Limited - Bytes to Acquire Unisys
10/01/201207:05 Lonmin Plc - Directors` and PDMRs` share dealings

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