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 The Sharenet Daily 
Thursday, 26 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 rand, bonds hit 2012 highs on global risk rally

JOHANNESBURG (Reuters) - The rand neared a three-month high against the dollar on Thursday, breaking through tough resistance as a global risk rally saw investors turn to higher-yielding assets, pushing South Africa bond yields down 19 basis points as well.

Global markets were buoyed by positive data out of the United States and signals from the U.S. Federal Reserve that interest rates would remain near zero for another few years.

The rand gained 1.4 percent against the dollar to 7.7785 on the day, a level last seen on October 31. The local unit has broken through 8 rand to the dollar and then 7.90 resistance this week but could have its gains capped by good two-way interest.

"There are lots of importers around and probably some exporter panic as well so activity is quite decent," said Ion de Vleeschauwer, dealer at Bidvest Bank.

"I think the South African Reserve Bank will probably buy some dollars at these kind of levels as well to prop up their reserves, but overwhelming positive news is just forcing the rand continually stronger despite all the importer demand," de Vleeschauwer added.

Market players speculated the central bank had been in the market to build up its dollar reserves, prompting the rand to retreat from its highest levels but the amounts were insignificant and the move was countered by risk-on sentiment.

Bond yields fell to two-month lows as prices rallied in tandem with the currency.

"The bond market has been a little crazy, rallying by just under 20 points today and the curve is heading back to where it started the year - steeper," a local bond dealer said.

The yield on the 2015 bond ended at 6.465 percent, down from 6.65 percent on Wednesday while the longer 2026 issue ended at 8.215, down from 8.36 percent previously.

Thu, 26 Jan 2012
Top News
The rand neared a three-month high against the dollar on Thursday, breaking through tough resistance as a global risk rally saw investors turn to higher-yielding assets, pushing South Africa bond yields down 19 basis points as well.  Full story

South Africa's All-share index closed above 34,000 for the first time in its 17-year history on Thursday, after news the U.S. Federal Reserve will continue to support economic growth lifted stocks and commodities around the world.  Full story
Papua New Guinea Prime Minister Peter O'Neill said on Thursday a military mutiny in the Pacific Islands nation was over and the government had regained full control of its military barracks, ending a dramatic day in the country's ongoing political crisis.  Full story
Jean-Claude Mas, the Frenchman who sparked a global health scare by selling substandard breast implants, was arrested on Thursday as Marseille prosecutors build a case against him for manslaughter.  Full story
A 10-month-old revolt against President Bashar al-Assad edged closer to the Syrian capital on Thursday as troops battled rebels in a town just north of Damascus and a provincial governor spoke of negotiating local ceasefires.  Full story
Britain's blue-chip index rose 1.3 percent on Thursday after the U.S. Federal Reserve pledged to support economic growth, boosting miners and other cyclicals. . .  Full story
European shares hit a six-month high on Thursday, boosted by cyclical stocks such as miners and banks, as strong data from the United. . .  Full story
Wall Street edged lower on Thursday as housing and financial stocks lost ground after weaker-than-expected housing data gave investors reason to pause after. . .  Full story
European shares hit a six-month high on Thursday, boosted by cyclicals such as miners and banks, as strong data from the Unites States. . .  Full story

U.S. stocks pared gains on Thursday, with the S&P 500 and Nasdaq Composite negative in morning trading as bank and technology sector shares. . .  Full story
Gold rose 1 percent to 6-1/2-week highs on Thursday as stock markets, commodities and the euro all rallied after the Federal Reserve said. . .  Full story
Wall Street rose at the open on Thursday on a combination of an extended easy monetary policy from the Federal Reserve, strong earnings. . .  Full story
European stocks gained ground on Thursday, as a dovish tone from the U.S. Federal Reserve and rekindled hopes of a Greek debt deal. . .  Full story
SA Business
First Uranium's third-quarter gold sales dropped 5 percent and uranium production fell 14 percent from the prior quarter due to accidents. . .  Full story
South Africa's economic growth is "certainly going to be below three percent" this year due to the impact of a slowdown. . .  Full story
Nigeria raised 89.76 billion naira at an auction of government bonds on Wednesday, its first debt auction this year with yields. . .  Full story
Anglo American posted a rise in quarterly output for its key commodities, with iron ore up and copper boosted by a. . .  Full story

The World Bank's carbon finance initiatives will likely be needed for at least five years, as the United Nations struggles to create a self-sufficient,. . .  Full story
South African payment processor Net 1 UEPS Technologies Inc said it has agreed to issue about a fifth of its shares. . .  Full story
South Africa's maize stocks fell to 3.326 million tonnes at the end of December compared with a revised 4.133 million tonnes. . .  Full story
South African government bonds extended gains on Thursday, driving yields lower, in line with a stronger rand that rallied on prospects. . .  Full story

South Africa's rand climbed to its firmest in more than two months against the dollar on Thursday after strong overnight gains based on expectations that U.S. interest rates will stay low for longer than previously expected.. . .  Full story
Zain's Sudan unit expects new taxes to slice into its earnings this year despite the anticipated addition of between 2 to 3 million mobile phone subscribers in the oil-producing African country, a senior executive said on Wednesday.. . .  Full story
Company News
Implats advised that the rock drill operators (RDO's), who participated in an illegal work stoppage and who failed to report for. . .  Full story
Datatec announced the allotment of 605 901 ordinary R0.01 shares as the first of three equal annual tranches of shares issued. . .  Full story
Fiuranium released its production results for the three months ended December 31, 2011 ("Q3 2012"). For Q3 2012, the company reported. . .  Full story
The board of directors of Sentula ("the board") notified its shareholders that Mr Ralph Patmore has been appointed as an independent. . .  Full story

The board of directors announced that the disputes between Spur and certain of its directors on the one hand, and Mr. . .  Full story
Steinhoff shareholders are referred to the announcement published on SENS on 18 October 2011 ("October Announcement") in which it was announced. . .  Full story
Anglo released their production report for the fourth quarter ended 31 December 2011. Overview * Iron ore production increased by 5% to. . .  Full story
Highlights for the quarter ended 31 December 2011: *Refined platinum production up 10% quarter on quarter to 710 koz due to continued. . .  Full story
Company Results
Turnover rose by 29% to R3.2 billion (R2.5 billion) and gross profit grew by 28% to R1.3 billion (R994 million). Operating profit rose by 42% to R426 million (R300 million), while profit attributable to ordinary shareholders of the group improved to R325 million (R234 million). Also, headline earnings per share increased by 28% to 1 024cps (800cps). Dividend Ordinary dividend number 50 of 310cps has been declared and is payable on Monday, 12 March 2012 to ordinary shareholders .. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0034065.49428.221.27%
JSE Top 4017:0030508.85434.861.45%
JSE Gold17:002939.66129.014.59%
JSE Financial17:0023558.63199.740.86%
JSE Industrial17:0035563.36113.980.32%
JSE Indust 2517:0029842.5686.430.29%
JSE Resource17:0056799.091468.842.65%
DJ Futures19:5012715.0027.000.21%
DJ Ind19:4512782.9124.060.19%
SP 50020:001323.31-2.75-0.21%
FTSE 10018:355795.2072.201.26%
All Ords25/014329.1042.701.00%
NZSE 5006:463281.681.580.05%
NameTimeRPMove% Move
Gold/R kg20:00431696134583.22%
Brent Crude19:56110.16.420.38%
Rand / Dollar19:597.7863-0.0911-1.16%
Rand / Pound19:5512.1970-0.1046-0.85%
Rand / Euro19:5510.2389-0.0808-0.78%
Rand / NZD19:576.3835-0.0497-0.77%
Rand / AUD19:558.2810-0.0668-0.80%
Yen / Dollar19:5877.4540-0.2610-0.34%
Euro / Dollar19:550.7602-0.0029-0.38%
Dollar / Euro19:591.31490.00510.39%
Pound / Dollar19:550.6364-0.0021-0.33%

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The JSE Today
Trading Statistics

Major Moves Up
SharenameSaleMove% MoveVolume
1 GOLIATH  4454511.25.%16700
2 GBGOLD  9719610.97.%19320
3 HULAMIN  865587.19.%77223
4 ADAPTIT  10777.00.%206828
5 KAP  310206.90.%211190
6 ARB  365226.41.%1000
7 AFRO-C  250156.38.%887815
8 MMG  260156.12.%4500
9 GFIELDS  130006305.09.%4240727
10 GOLDONE  430204.88.%301782
11 ANGGOLD  3566916534.86.%3148009
12 COMAIR  16274.52.%153
13 MONDILTDP  64742754.44.%388640
14 LONMIN  135005694.40.%375018
15 VILLAGE  238104.39.%2103762
16 AVUSA  2001844.38.%73536
17 HUDACO  97004004.30.%103572
18 AQUARIUS  2335964.29.%355499
19 MONDIPLCP  65052654.25.%1284835
20 WINHOLD  13653.82.%55061

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Major Moves Down
SharenameSaleMove% MoveVolume
1 OANDO  134-6-4.29.%24763
2 HOSP-B  480-20-4.00.%3000
3 CALGRO  395-15-3.66.%44245
4 DELTA  850-30-3.41.%1867
5 ONELOGIX  160-5-3.03.%34400
6 CAT  1500-44-2.85.%118838
7 SOVFOOD  526-14-2.59.%12340
8 ANOORAQ  390-10-2.50.%8372
9 JDGROUP  4950-126-2.48.%1630835
10 CROOKES  4200-100-2.33.%4422
11 ESORFRANK  132-3-2.22.%1707971
12 LITHA  275-6-2.14.%47458
13 WESIZWE  143-3-2.05.%55830
14 TRUWTHS  7730-120-1.53.%1751221
15 TRNSHEX  335-5-1.47.%7414
16 BATS  36300-475-1.29.%3406756
17 CLICKS  4058-52-1.27.%4419414
18 WBHO  10795-137-1.25.%72602
19 LIFEHC  2111-22-1.03.%4076729
20 ALTECH  5279-51-0.96.%44559

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New Highs
SharenameSaleHighMove% MoveVolume
1 ADAPTIT  10710777.00.%206828
2 VILLAGE  238245104.39.%2103762
3 HUDACO  970099004004.30.%103572
4 BIDVEST  16797168733492.12.%1332079
5 IMPERIAL  13616137502661.99.%1456252
6 SYNERGY-B  53553550.94.%40000
7 BARWORLD  86408940500.58.%5011722
8 PINNACLE  1296130160.47.%288968
9 SABMILLER  29955300011110.37.%2430774
10 RESILIENT  37303900120.32.%94335
11 GROWPNT  2000202020.10.%3660793

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New Lows
SharenameSaleLowMove% MoveVolume

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Index Summary
Index NameRPMove% Move
Top 4030,508.85434.861.45%
Mid Cap45,345.69143.180.32%
Small Cap33,872.98260.530.78%
Resource 2056,799.091468.842.65%
Industrial 2529,842.5686.430.29%
Financial 158,919.4789.161.01%
Financial & Ind. 3033,339.54174.250.53%
All Share34,065.49428.221.27%
Oil & Gas 30,250.91465.401.56%
Mining 36,758.371006.842.82%
Gold Mining2,939.66129.014.59%
Platinum Mining65.531.953.07%
GENERAL MINING9,244.94211.992.35%
Oil & Gas Producers 16,265.35250.231.56%
Basic Materials 31,047.07822.562.72%
Chemicals 13,920.44101.060.73%
Forestry & Paper 13,129.63398.363.13%
Industrial Metals 31,372.85300.060.97%
Industrials 30,208.48414.711.39%
General Industrials 85,219.981250.771.49%
Consumer Goods 30,729.4812.950.04%
Automobiles & Parts 4,549.30-2.26-0.05%
Household Goods165.5621.16%
Health Care 36,459.83-70.20-0.19%
Beverages 102.36.380.37%
Index NameRPMove% Move
Food Producers 55,721.01-165.05-0.30%
Personal Goods 451.04-.40-0.09%
Consumer Services 59,956.21-57.66-0.10%
General Retailers 50,549.95-291.52-0.57%
Travel & Leisure 3,800.0510.000.26%
Support Services 2,334.7545.421.98%
Telecommunications 66,542.32197.450.30%
Financials 23,558.63199.740.86%
Banks 44,179.37438.481.00%
Non-life Insurance 34,140.30-172.17-0.50%
Life Insurance 18,646.51178.560.97%
General Financial 2,263.7828.751.29%
Technology 26,709.9684.600.32%
SHARIAH TOP40 3,287.62652.02%
FTSE/JSE SHARIAH ALL3,354.86621.87%
COAL MINING26,004.105031.97%
FTSE JSE Fledgling 4,985.17310.63%
FTSE/JSE Alt X 1,220.05131.10%
RESOURCE 31,242.968022.63%
DIVIDEND PLUS187.6010.78%
FTSE/JSE RAFI 407,132.891011.43%
Capped Top 4016,009.072191.39%
Capped All Share17,201.042131.25%
JSE TABACO 4,638.50-61-1.29%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
27 Jan 2012HUDACONovember 2011 (Final)
27 Jan 2012ZURICH SADecember 2011 (Final)
01 Feb 2012ARROWASeptember 2011 (Final)
01 Feb 2012ARROWBSeptember 2011 (Final)
01 Feb 2012TELEMASTRSeptember 2012 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
FOORDCMPS12-01-1912-02-0312-02-13R 0.4961
WINHOLD11-11-2812-02-1012-02-20R 0.0700
PNR FOODS11-11-2812-01-2712-02-06R 0.4000
TREMATON11-11-1512-02-0312-02-13R 0.0200
SBR00311-11-0812-01-2712-02-06R 1.4700
Ex Div**
Share NameDec-DateLDTPay-DateAmount
CLICKS11-10-2012-01-2012-01-30R 0.8800
AFPREFINV12-01-0612-01-2012-01-30R 0.2518
NAMPAK 6.511-12-0812-01-2012-01-30R 0.0650
NAMPAK 6%P11-12-0812-01-2012-01-30R 0.0600
REUNERT5.512-01-0612-01-2012-01-30R 0.0550

Upcoming AGMs**
CodeCompany NameDateStatus
LHCLife Healthcare Group Holdings Ltd26/01/2012Confirmed
CMLCoronation Fund Managers Ltd26/01/2012Confirmed
SDHSecureData Holdings Ltd26/01/2012Unconfirmed
CMLPCoronation Fund Managers Ltd26/01/2012Confirmed
NTNNetcare Ltd27/01/2012Confirmed

Stock Exchange News Service
26/01/201217:15 Capitec Bank Holdings Limited - Dealing in securities by a director
26/01/201217:07GEN - FTSE/JSE Africa Index Series - Miranda Mineral Holdings (South Africa):
26/01/201216:28 Life Healthcare Group Holdings Limited - Report on proceedings at Annual
26/01/201216:08ACL148 - Absa Bank Limited - New Financial Instrument Listing
26/01/201216:02 Alert Steel Holdings Limited - Notification of Share Dealing by Directors
26/01/201216:00 Impala Platinum Holdings Limited - Second update: Work stoppage by rock
26/01/201216:00 Dorbyl Limited - Resignation of Financial Director
26/01/201216:00 Datatec Limited - Further issue of shares and transfer from treasury
26/01/201215:35 Hudaco Industries Limited - Audited preliminary report for the year ended
26/01/201215:02MWNT - Mine Waste Solutions (Proprietary) Limited - News Release - 26
26/01/201215:01 First Uranium Corporation - Production update for the three months ended
26/01/201215:00 Net 1 UEPS Technologies, Inc. - Net1 Concludes Black Economic
26/01/201215:00 Accentuate Limited - Changes to the board
26/01/201214:16 Trustco Group Holdings Limited - Dealing in Securities of Trustco Group
26/01/201214:14IFA - IFA Hotels & Resorts Limited - Appointment of sponsor
26/01/201213:59 Premium Properties Limited - Dealing in securities by directors
26/01/201213:58 Premium Properties Limited - Dealing in securities by an executive
26/01/201213:24 Combined Motor Holdings Limited - Dealings in securities by a director
26/01/201212:59 Coronation Fund Managers Limited - Results of annual general meeting
26/01/201212:58BIIVU - iVuzi Investments Limited - Listing of Tap Issue
26/01/201212:53SCIB/TOPSKY - Standard Bank of South Africa Limited - Termination of Listing
26/01/201212:50 RGT Smart Market Intelligence Limited - Director`s dealings
26/01/201212:32 Famous Brands Limited - Dealings in securities
26/01/201212:20 Sentula Mining Limited - Change to the board of directors
26/01/201212:16MAQ010 - Macquarie Securities South Africa (Proprietary) Limited - New
26/01/201211:30BIFR1 - FirstRand Bank Limited - Interest Rate Reset Announcement
26/01/201210:53 Spur Corporation Limited - SENS announcement by The Spur Corporation
26/01/201210:00 JD Group - Firm Intention by Steinhoff International Holdings Limited to
26/01/201210:00 Steinhoff International Holdings Limited - Firm intention by Steinhoff
26/01/201209:53 Anglo American plc - Production Report for the fourth quarter ended 31
26/01/201209:50 Sable Holdings Limited - Disposal of various Investment Properties and a
26/01/201209:39 Austro Group Limited - Results of Annual General Meeting
26/01/201209:17BIFR1 - FirstRand Bank Limited - Listing of New Financial Instruments
26/01/201209:01 Lonmin Plc - Q1 2012 Production Report & Interim Management Statement
26/01/201209:00 Anglo American Platinum Limited - Anglo American Platinum Limited
26/01/201209:00 African Eagle Resources plc - Appointment of BFS Engineering Contractor
26/01/201209:00 Kumba Iron Ore Limited - Kumba Iron Ore Limited production and sales
26/01/201209:00 Skinwell - Renewal of Cautionary Announcement
26/01/201208:29 Harmony Gold Mining Company Ltd - Fatality at Harmony`s Doornkop Mine
26/01/201207:30 Reinet Investments S.C.A. Depositary Receipts - Appointment of new Chief
26/01/201207:10 Anglo American plc - Treasury shares - transfers
26/01/201207:05 JD Group Limited - Sales and debtors update for the four-month period

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