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 The Sharenet Daily 
Thursday, 09 February 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 weak vs dlr, cbank seen in the market

JOHANNESBURG (Reuters) - The rand weakened 1.3 percent against the dollar on Thursday, nearing a week low, as the central bank was reported to be buying foreign currency in the market, before recovering some losses in late trade as Greece closed in on a new bailout deal.

The rand traded firmer early in the session before the central bank came in to buy other currencies, driving the rand above 7.60 before manufacturing data at 1100 GMT, dealers said.

Output growth slowed in December and the rand weakened further as the data suggests GDP growth was likely lower in the last quarter of 2011. Manufacturing growth came out at 2.5 percent in 2011, compared to 5 percent in 2010.

The rand was 0.6 percent weaker at 7.60 by 1555 GMT compared to a 7.5550 close on Wednesday. It moved off the session's low of 7.6545 after Greek political leaders agreed on reforms needed to secure a new rescue package from international lenders and avoid a messy default next month.

Talks between the International Monetary Fund and Greek authorities to finalize details are continuing, an IMF spokesman said on Thursday.

The central bank's reported buying probably kept the rand from completely reversing losses, however, and it was the second weakest, after the Kenyan shilling, in a basket of 20 emerging market currencies trading against the dollar tracked by Reuters.

"Emerging market currencies have all rallied as a Greek deal has been announced. However, the rand rebound has not been complete, with the residual weakness in the currency due to the SARB's earlier buying of foreign currencies," said Christopher Shiells of Informa Global Markets.

South African government bonds also came back from earlier lows, with the yield on the 2015 bond ending 4 basis points higher at 6.62 percent and that on the 2026 issue up 5.5 basis points at 8.285 percent.

Thu, 09 Feb 2012
Top News
South African stocks edged higher for the second straight session on Thursday, adding just 0.13 percent as caution about the euro zone kept investors from pushing prices higher after the recent record run.  Full story

Africa's top copper producer Zambia may bring back a mining windfall tax if copper prices hit $10,000 per tonne, the Zambian high commission in South Africa said on Thursday, quoting the minister of mines.  Full story
The former president of the Indian Ocean archipelago of the Maldives awaited arrest in his house Thursday, vowing to stay and fight against the government he says ousted him in a coup with the connivance of the police and military.  Full story
Sitting at a wooden table before the judges of Spain's Supreme Court, Maria Martin Lopez recalls the day a lifetime ago when fascists loyal to General Francisco Franco shot her mother.  Full story
Syrian forces bombarded opposition-held neighbourhoods of the city of Homs with rocket and mortar fire on Thursday, activists said, as divided world powers struggled to find a way to end the violence.  Full story
Britain's top share index closed modestly higher on Thursday, supported by oil and banking stocks after BG Group reported strong results and Greece moved. . .  Full story
News that Greece had reached a deal to secure a bailout was greeted with caution on Wall Street on Thursday, with investors taking. . .  Full story
Gold prices rose on Thursday as the dollar fell against the euro after Greece agreed to fiscal austerity measures, but analysts said the. . .  Full story
The euro hit a two-month high against the dollar on Thursday after Greek policymakers agreed to an austerity package, but U.S. stocks paused from. . .  Full story

European shares climbed to end near six-month highs on Thursday after losses in the previous three sessions, with encouraging U.S. macroeconomic numbers and an. . .  Full story
U.S. stocks open higher on Thursday after Greek leaders clinched a long-stalled deal on reforms and data indicated the U.S. labor market continued. . .  Full story
Stocks and the euro rose on Thursday after the European Central Bank President Mario Draghi confirmed a deal had been reached on austerity. . .  Full story
European shares edged up on Thursday and were near six-month highs with companies such as Daimler rising after results, and investors confident that European. . .  Full story
SA Business
Growth in South Africa's manufacturing output slowed to 2.4 percent year-on-year in volume terms in December compared with an upwardly revised. . .  Full story
South Africa's gold output fell by 8.2 percent in volume in December while total mineral production was up 0.9 percent compared. . .  Full story
Angola, one of Africa's potential mining giants, is expected within a month to award contracts for a long-awaited comprehensive geological survey. . .  Full story
Optimum Coal, the takeover target of top commodity trader Glencore, on Thursday forecast a better second half after strikes at one. . .  Full story

Labour demands in the south, power problems in the east and new tax burdens in the west: wherever you look in Africa, miners. . .  Full story
Diageo, the world's biggest spirits group, said strongly growing emerging markets and a slow recovery in North America helped to offset weakness in. . .  Full story
Lonmin, the world's third-largest primary platinum producer, could be forced to review its closely watched 2015 output target if safety stoppages. . .  Full story
Global emerging market equities will continue to rally through 2012 boosted by ample liquidity conditions, according to Citigroup, which said it. . .  Full story

South Africa's rand held firm against the dollar on Thursday but government bonds retreated as investors priced in the chance of interest rates rising by year-end, with most of the selling coming at the shorter end of the curve.. . .  Full story
Kumba Iron Ore, a unit of global miner Anglo American, reported a rise in full-year profit on Thursday, boosted by higher iron ore prices and said it expects export volumes to rise in the current financial year.. . .  Full story
Company News
Reference is made to previous announcements, the circular dated 28 November 2011 and the general meeting held on 21 December 2011. . .  Full story
Shareholders are advised that Eqstra has received formal notification in the prescribed form that Investec has acquired an interest in the. . .  Full story
Business Day reported Omnia MD Rod Humphris as saying that regulatory uncertainty is holding back the company from entering the biofuels. . .  Full story
Business Day reported that Exxaro will know on 14 February 2011 whether it has gained control of an encouraging iron-ore deposit. . .  Full story
Company Results
Sales dropped to USD1.6 billion (USD1.9 billion) and gross profit fell to USD208 million (USD236 million). Operating profit was down to. . .  Full story
Revenue increased to USD37.5 billion (USD34.2 billion). Profit from operations rose to USD15.7 billion (USD14.5 billion). Net attributable profit declined to. . .  Full story
Revenue grew to R92.3 million (December 2010: R85.1 million) whilst profit from operations was higher at R7.2 million (December 2010: R6.5. . .  Full story
Rental revenue for the year ended December 2011 was higher at R876.5 million (R587.7 million), however profit for the year attributable. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0034268.1441.410.12%
JSE Top 4017:0030599.3538.640.13%
JSE Gold17:002933.3343.811.52%
JSE Financial17:0024294.13150.000.62%
JSE Industrial17:0036060.05205.050.57%
JSE Indust 2517:0030238.75188.100.63%
JSE Resource17:0055685.88-441.19-0.79%
DJ Futures19:5012860.0017.000.13%
DJ Ind19:4512901.6217.670.14%
SP 50020:001352.292.330.17%
FTSE 10018:355895.4719.540.33%
All Ords07:374357.10-6.60-0.15%
NZSE 5006:263326.742.070.06%
NameTimeRPMove% Move
Gold/R kg20:0042482545131.07%
Brent Crude19:56118.382.452.11%
Rand / Dollar19:597.59810.04400.58%
Rand / Pound19:5511.99230.06220.52%
Rand / Euro19:5510.09400.06630.66%
Rand / NZD19:586.35430.05870.93%
Rand / AUD19:558.20680.04660.57%
Yen / Dollar19:5977.51800.49100.64%
Euro / Dollar19:550.7524-0.0020-0.27%
Dollar / Euro19:581.32880.00320.24%
Pound / Dollar19:550.6316-0.0005-0.08%

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The JSE Today

Trading Statistics
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 DELRAND  2752510.00.%2408
2 OCTODEC  1675855.35.%15100
3 EXCELL  10555.00.%103824
4 PETMIN  322123.87.%2178525
5 BRIMSTON  1160403.57.%1000
6 PUTPROP  620203.33.%14000
7 MRHLD  2785853.15.%2870062
8 HARMONY  99402802.90.%4505466
9 BAUBA  20552.50.%198444
10 EOH  3058682.27.%42571
11 MTN  135882872.16.%8728994
12 PSG  49241042.16.%58772
13 ITLTILE  520101.96.%15820
14 BCX  47091.95.%37265
15 KUMBAIO  5640010731.94.%773217
16 CAT  1530291.93.%200
17 MIXTEL  16331.88.%296163
18 DELTA  840151.82.%6500
19 ABSA  150502651.79.%2218857
20 MUSTEK  575101.77.%218650

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Major Moves Down
SharenameSaleMove% MoveVolume
1 MAZOR  142-13-8.39.%17000
2 ROCKWELL  400-25-5.88.%5883
3 AQUARIUS  1905-117-5.79.%546368
4 DISTELL  7700-298-3.73.%1738
5 ADAPTIT  114-4-3.39.%13000
6 S-OCEAN  160-5-3.03.%10000
7 COAL  807-24-2.89.%234338
8 JUBILEE  181-5-2.69.%112915
9 VILLAGE  219-6-2.67.%3932193
10 HOSP-B  435-10-2.25.%12975
11 PBT  175-4-2.23.%95677
12 RAUBEX  1320-30-2.22.%131089
13 CML  2693-56-2.04.%414032
14 PICKNPAY  4438-92-2.03.%1983361
15 IMPERIAL  13770-282-2.01.%1425327
16 BILLITON  25550-491-1.89.%5215547
17 BEE-SASOL  29000-500-1.69.%1062
18 ARCMITTAL  6600-111-1.65.%585476
19 O-LINE  120-2-1.64.%244003
20 PALLINGHT  320-5-1.54.%171250

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New Highs
SharenameSaleHighMove% MoveVolume
1 EOH  30583070682.27.%42571
2 KUMBAIO  564005665010731.94.%773217
3 RMBH  30903096421.38.%1993677
4 SABMILLER  30500306004001.33.%2980494
5 REDEFINE  79079091.15.%5061699
6 MMI-HLDGS  19211921211.11.%7954946
7 LIFEHC  22242241241.09.%6315284
8 BARWORLD  90199019911.02.%1037680
9 BIDVEST  17400174121600.93.%730639
10 ADCOCK  63496350490.78.%554225
11 OLDMUTUAL  19041920120.63.%11858423
12 STANBANK  1099011055540.49.%3871309
13 REMGRO  1287813024-11-0.09.%1343180
14 RMIH  15901600-7-0.44.%1348900

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New Lows
SharenameSaleLowMove% MoveVolume
1 EASTPLATS  416415-1-0.24.%73331

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Index Summary
Index NameRPMove% Move
Top 4030,599.3538.640.13%
Mid Cap46,371.3937.970.08%
Small Cap34,369.2053.800.16%
Resource 2055,685.88-441.19-0.79%
Industrial 2530,238.75188.100.63%
Financial 159,199.3267.890.74%
Financial & Ind. 3033,937.11244.920.73%
All Share34,268.1441.410.12%
Oil & Gas 30,489.28223.240.74%
Mining 35,993.84-337.47-0.93%
Gold Mining2,933.3343.811.52%
Platinum Mining62.35-.51-0.81%
GENERAL MINING9,034.15-146.25-1.59%
Oil & Gas Producers 16,393.52120.030.74%
Basic Materials 30,500.73-238.99-0.78%
Chemicals 14,474.39-4.28-0.03%
Forestry & Paper 12,968.46130.591.02%
Industrial Metals 32,423.85352.751.10%
Industrials 31,095.72105.170.34%
General Industrials 88,025.94450.010.51%
Consumer Goods 31,017.85207.100.67%
Automobiles & Parts 4,619.5011.330.25%
Household Goods170.2910.42%
Health Care 37,576.36187.500.50%
Beverages 104.221.361.32%
Index NameRPMove% Move
Food Producers 56,716.8426.230.05%
Personal Goods 443.55.800.18%
Consumer Services 60,387.02-199.65-0.33%
General Retailers 50,782.66-57.84-0.11%
Travel & Leisure 3,757.23-10.75-0.29%
Media 85.35-.37-0.43%
Support Services 2,314.5825.741.12%
Telecommunications 67,500.381134.431.71%
Financials 24,294.13150.000.62%
Banks 45,649.91455.001.01%
Non-life Insurance 36,407.5933.950.09%
Life Insurance 19,444.82102.590.53%
General Financial 2,319.9414.240.62%
Technology 27,381.65192.540.71%
SHARIAH TOP40 3,257.90-5-0.16%
FTSE/JSE SHARIAH ALL3,334.09-4-0.13%
COAL MINING27,598.69-24-0.09%
FTSE JSE Fledgling 5,042.9300.01%
FTSE/JSE Alt X 1,251.58211.70%
RESOURCE 30,721.34-213-0.69%
DIVIDEND PLUS192.9410.32%
FTSE/JSE RAFI 407,173.12110.16%
Capped Top 4016,099.27380.24%
Capped All Share17,322.22270.15%
JSE TABACO 4,756.70-5-0.10%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
10 Feb 2012ABSADecember 2011 (Final)
10 Feb 2012ABSABANK-PDecember 2011 (Final)
10 Feb 2012AQUARIUSDecember 2011 (Interim)
10 Feb 2012AQUARIUSCVTDecember 2011 (Interim)
10 Feb 2012DIGICOREDecember 2011 (Interim)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
HARMONY12-02-0612-03-0212-03-12R 0.4000
ZURICH SA12-02-0612-02-2412-03-05R 2.0000
SBR00312-02-0612-04-2512-05-07R 1.4700
PALAMIN12-02-0612-02-2412-03-05R 2.0700
FIRSTRANDB-P12-02-0312-02-1712-02-27R 3.0516
Ex Div**
Share NameDec-DateLDTPay-DateAmount
FOORDCMPS12-01-1912-02-0312-02-13R 0.4961
TREMATON11-11-1512-02-0312-02-13R 0.0200

Upcoming AGMs**
CodeCompany NameDateStatus
ARLAstral Foods Ltd09/02/2012Confirmed
SKJASekunjalo Investments Ltd09/02/2012Confirmed
SKBPSekunjalo Investments Ltd09/02/2012Confirmed
SKJSekunjalo Investments Ltd09/02/2012Confirmed
SKJPSekunjalo Investments Ltd09/02/2012Confirmed

Stock Exchange News Service
09/02/201217:30 Sovereign Food Investments Limited - Announcement of a Category 2
09/02/201217:01 Pinnacle Technology Holdings Limited - Changes to the Board of Directors
09/02/201217:00 New Europe Property Investments plc - Dividend Update
09/02/201217:00 Adcorp Holdings Limited - Directors Dealing In Securities
09/02/201216:52 Capitec Bank Holdings Limited - Dealing in securities by a share incentive
09/02/201216:40 Platfields Limited - Change to the board of directors
09/02/201216:30 Huge Group Limited - Director`s Dealings by Director
09/02/201216:30 London Finance & Investment Group P.L.C. - Update on disposal of
09/02/201216:08 Astral Foods Limited - Results of Annual General Meeting - Thursday
09/02/201215:30CPI - Capitec Bank Holdings Limited - Trading Statement
09/02/201214:04CLN236 - The Standard Bank of South Africa Limited - New Financial Instrument
09/02/201212:05 Wilson Bayly Holmes - Ovcon Ltd - Trading statement
09/02/201211:47 Eqstra Holdings Limited - Acquisition of securities by Investec Asset
09/02/201211:03INVS - Investec Bank Limited - Announcement to warrant holders of their new
09/02/201211:02KIOIDD - Investec Warrants - Declared final dividend announcement on Kumba
09/02/201210:44 Aquarius Platinum Limited - Financial results for the six months ended
09/02/201210:32BICAP - Capitec Bank Limited - Interest Rate Reset announcement
09/02/201209:20TRA - Transnet SOC Limited - Tap Issue Listing
09/02/201209:19TRA - Transnet SOC Limited - New Financial Instrument Listing
09/02/201209:01 ISA Holdings Limited - Changes to the board of directors
09/02/201209:00 New Europe Property Investments plc - Amendment to condensed
09/02/201208:02 Kumba Iron Ore Limited - Audited annual results for the year ended 31
09/02/201208:00 Optimum Coal Holdings Limited - Reviewed Group financial results for the
09/02/201207:30BIPINF - Bips Government Inflation Linked Bond Fund - Listing of additional BIPS
09/02/201207:30 Wilson Bayly Holmes - Ovcon Ltd - Trading statement
09/02/201207:05 ARB - Unaudited interim results for the six months ended 31 December 2011

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