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 The Sharenet Daily 
Friday, 17 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 bounces from lows as stops triggered

JOHANNESBURG (Reuters) - The rand firmed against the dollar on Friday for the first day in four as it retreated from support levels, and bonds ended the week stronger in thin trade pending inflation data and the national budget announcement next week.

The rand gained nearly 1 percent against the dollar in Friday's session, reversing the week's weakening trend as stop losses were triggered overnight.

"There was big (dollar) resistance yesterday at the 7.87/88 level. We saw some exporters selling and I think week-long stops were triggered in New York time late last night below 7.80, and now we're back at support again," a Johannesburg dealer said.

The rand strengthened to 7.7160 in the session, after closing at 7.7755 in New York trade on Thursday.

Adding support to the local unit were investors' hopes that the Greece bailout package may be secured on Monday, bringing slight optimism to global markets, which lifted risky assets.

The local bond market was thin on trade on Friday but prices followed the rand firmer. Dealers said they were waiting for Monday's Greece decision then domestic inflation early on Tuesday, before the year's Budget policy statement is presented to parliament at 1200 GMT in Tuesday's session.

Economists surveyed by Reuters are expecting a wider budget shortfall than the government had previously forecast but not increased sovereign issuance, which should support bonds.

The yield on the 2015 bond last traded 6 basis points lower at 6.60 percent in the session, while the 2026 issue dropped 7.5 basis points to 8.23 percent.

Fri, 17 Feb 2012
Top News
South Africa's benchmark index rose 0.9 percent on Friday as recovery in the platinum price prompted a rebound in miners such as Lonmin, while Anglo American rose after posting a rise in full-year earnings.  Full story

Vodacom Tanzania, part of South Africa's Vodacom Group, said on Friday it had boosted total users by a third last year and will spend about $94 million over the next year and a half to expand network and data services.  Full story
Angela Merkel's hand-picked choice for the ceremonial post of president resigned on Friday in a scandal over political favours, dealing a blow to the German chancellor in the midst of the euro zone debt crisis.  Full story
Syrian President Bashar al-Assad's forces, disregarding U.N. condemnation of their violent suppression of a nationwide revolt, renewed a bombardment of the opposition stronghold of Homs and attacks on rebels in Deraa Friday.  Full story
Dutch Prince Johan Friso was in critical but stable condition in an Innsbruck hospital's intensive care unit on Friday after an avalanche buried him while he was skiing off piste in the Austrian alps, police said.  Full story
World stocks hit a 6-1/2-month peak and the euro gained on Friday on hopes that Greece will seal next week a long-awaited bailout. . .  Full story
Gold fell on Friday as investors took profits after an initial rally driven by growing confidence that Greece was edging closer toward winning. . .  Full story
U.S. stocks hovered near recent highs on Friday, with investors wary of making big bets heading into a holiday weekend when hopes are. . .  Full story
European stocks rallied on Friday, with a key index hitting a level not seen since before the market's early August nosedive, fuelled by. . .  Full story

Greece will once again be the single biggest risk factor overshadowing financial markets in the coming week, but investors are also on the. . .  Full story
European shares rose to their highest in more than six months on Friday, on optimism that euro zone officials would sign off a. . .  Full story
Britain's top share index rose slightly by midday on Friday, with banks higher as investors cautiously awaited a Greek debt deal, retailers benefiting from. . .  Full story
Hong Kong shares finished higher on Friday, after robust U.S. data and renewed optimism of a second bailout deal for Greece spurred investors to. . .  Full story
SA Business
Global miner Anglo American dashed hopes that it would use cash generated in South Africa to offer a special dividend, instead sweetening its regular payout on the back of a 14. . .  Full story
A joint venture between South African ferrochrome producer Merafe Resources and London-listed Xstrata will shut five of its furnaces until the end of May to help power utility Eskom manage a. . .  Full story
South Africa's rand steadied against the dollar on Friday and was expected to remain in familiar ranges as dealers bid their time ahead of Monday's decision on whether Greece will secure. . .  Full story

Lafarge, the world's largest cement maker, plans to cut its 12 billion euros ($15.7 billion) debt pile further in 2012 through more asset sales and cost cutting as it seeks to regain its investment grade. . .  Full story
China's Minmetals Resources sealed a C$1.3 billion ($1.3 billion) bid for Africa-focused copper miner Anvil Mining on Friday, and said it was on the lookout for copper, zinc and nickel acquisitions for up to. . .  Full story
China's Minmetals Resources has succeeded with its C$1.3 billion bid for Africa-focused copper miner Anvil Mining, winning 90 percent acceptances, the Hong Kong-listed firm said on Friday.. . .  Full story
Company News
African Rainbow Minerals Ltd (ARM), joint venture partners with Anglo American Platinum Ltd ("Amplats") wishes to clarify its position with regard. . .  Full story
Preference shareholders are referred to the announcement dated 23 March 2007 wherein the proposed amendments to the Income Tax Act in. . .  Full story
CapShop announced that, at its general meeting held at 11.00 am on Friday, 17 Fenruary 2011 at 40 Broadway, London SW1H. . .  Full story
Shareholders were advised that at the general meeting of shareholders of Mvelaserve held on Friday, 17 February 2012, relating to the. . .  Full story

Shareholders are advised that the company has entered into negotiations which, if successfully concluded, may have a material effect on. . .  Full story
Ceramic is currently finalising its results for the six months ended 31 January 2012. Shareholders are advised that the group's operating. . .  Full story
Further to the announcement dated 14 February 2012, shareholders are advised that the Xstrata-Merafe Chrome Venture ("the Venture") has reached an. . .  Full story
Shareholders were advised that a letter from the Lagos State Government, dated 8 February 2012, was received and stated that notice. . .  Full story
Company Results
Revenue increased by 11.1% to R14.2 billion (R12.8 billion). Gross profit was up 15.8% to R5 billion (R4.4 billion). Operating profit. . .  Full story
Revenue for the three month period ending 31 December 2011 decreased to R56 million (2010: R86.2 million). Gross profit declined to. . .  Full story
Revenue for the interim period ended 31 December 2011 increased slightly R15.4 billion (2010: R15.3 billion). Gross profit however fell to. . .  Full story
Revenue for the period ended 31 December 2011 was recorded at R1.3 billion, while gross profit amounted to R410.8 million. Operating. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0034082.78281.140.83%
JSE Top 4017:0030373.15273.650.91%
JSE Gold17:002831.6428.011.00%
JSE Financial17:0024262.61181.690.75%
JSE Industrial17:0036433.30177.510.49%
JSE Indust 2517:0030562.96143.820.47%
JSE Resource17:0054133.78685.901.28%
DJ Futures19:1012910.0040.000.31%
DJ Ind19:4512933.1529.070.23%
SP 50020:001359.041.000.07%
FTSE 10018:355905.0719.690.33%
All Ords07:354273.3016.100.38%
NZSE 5006:463289.002.550.08%
NameTimeRPMove% Move
Gold/R kg20:004286327860.18%
Brent Crude19:56120.69-.85-0.70%
Rand / Dollar19:597.7450-0.0281-0.36%
Rand / Pound19:5512.2228-0.0280-0.23%
Rand / Euro19:5510.1843-0.0217-0.21%
Rand / NZD19:586.4586-0.0206-0.32%
Rand / AUD19:558.2955-0.0623-0.75%
Yen / Dollar19:5979.41500.54500.69%
Euro / Dollar19:550.7601-0.0012-0.16%
Dollar / Euro19:591.31530.00200.15%
Pound / Dollar19:550.6317-0.0007-0.11%

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The JSE Today

Trading Statistics
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 MMG  3144416.30.%8500
2 HUGE  1101515.79.%141333
3 PBT  200168.70.%141476
4 BAUBA  215178.59.%13247
5 AMA  238167.21.%68000
6 ITLTILE  550356.80.%2027
7 BASREAD  1500856.01.%293653
8 EFFICIENT  185105.71.%15000
9 BEE-SASOL  2950015005.36.%928
10 PUTPROP  690355.34.%3500
11 SABVEST-N  1000505.26.%2000
12 URONE  22041095.20.%73072
13 OCTODEC  1640754.79.%67829
14 ONELOGIX  17874.09.%28475
15 WITSGOLD  45001754.05.%3109
16 GBGOLD  705243.52.%16379
17 BRAIT  2145703.37.%495071
18 LONMIN  125363773.10.%123492
19 IMPLATS  162994803.03.%3362928
20 STEFSTOCK  1050302.94.%65442

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Major Moves Down
SharenameSaleMove% MoveVolume
1 TRNSHEX  281-38-11.91.%3903
2 FAIRVEST  120-12-9.09.%24000
3 TASTE  220-10-4.35.%16416
4 JUBILEE  190-8-4.04.%114677
5 HOSP-B  377-13-3.33.%235000
6 BCX  460-15-3.16.%119490
7 HOSP-A  1295-40-3.00.%14459
8 HULAMIN  826-24-2.82.%38852
9 O-LINE  120-3-2.44.%60329
10 EHSV  3800-94-2.41.%618
11 WINHOLD  122-3-2.40.%46215
12 PINNACLE  1310-30-2.24.%111380
13 CLIENTELE  1150-25-2.13.%12034
14 HOLDSPORT  4100-89-2.12.%195
15 KEATON   280-5-1.75.%67380
16 REDEFINTL  535-9-1.65.%227865
17 CASHBIL  11300-180-1.57.%4263
18 ADCORP  2742-38-1.37.%110213
19 PALLINGHT  303-4-1.30.%84812
20 FAMBRANDS  4450-55-1.22.%3553

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New Highs
SharenameSaleHighMove% MoveVolume
1 AMA  238238167.21.%68000
2 BASREAD  15001600856.01.%293653
3 PUTPROP  690690355.34.%3500
4 SABVEST-N  10001000505.26.%2000
5 BRAIT  21452180703.37.%495071
6 HUDACO  11068111932682.48.%46429
7 AFRIMAT  545545101.87.%83169
8 OLDMUTUAL  19571958251.29.%4766209
9 REUNERT  68816920811.19.%388121
10 OMNIA  932895241031.12.%21023
11 PPC  30693077290.95.%432376
12 CIL  10801085100.93.%15705
13 DISCOVERY  47354800150.32.%475031
14 CML  2800290480.29.%578722
15 CAPCO  2369246630.13.%79179
16 SPAR  113881146070.06.%155764
17 HOWDEN  190020000.38271
18 RMIH  15901621-7-0.44.%1154663

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New Lows
SharenameSaleLowMove% MoveVolume
1 TELEMASTR  1239732.50.%40545

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Index Summary
Index NameRPMove% Move
Top 4030,373.15273.650.91%
Mid Cap46,550.15241.600.52%
Small Cap34,692.133.390.01%
Resource 2054,133.78685.901.28%
Industrial 2530,562.96143.820.47%
Financial 159,182.4678.030.86%
Financial & Ind. 3034,178.65206.590.61%
All Share34,082.78281.140.83%
Oil & Gas 30,307.66152.100.50%
Mining 34,905.29498.951.45%
Gold Mining2,831.6428.011.00%
Platinum Mining61.341.382.30%
GENERAL MINING8,750.52121.881.41%
Oil & Gas Producers 16,295.8781.780.50%
Basic Materials 29,638.40415.721.42%
Chemicals 15,019.2876.790.51%
Forestry & Paper 13,368.47216.951.65%
Industrial Metals 31,067.47296.320.96%
Industrials 31,303.24183.490.59%
General Industrials 87,831.34469.650.54%
Consumer Goods 31,584.9192.150.29%
Automobiles & Parts 4,664.7856.611.23%
Household Goods166.0221.40%
Health Care 37,656.0163.490.17%
Index NameRPMove% Move
Food Producers 56,754.4670.620.12%
Personal Goods 458.534.390.97%
Consumer Services 61,614.44432.430.71%
General Retailers 51,574.96491.430.96%
Travel & Leisure 3,710.045.290.14%
Media 88.54.620.71%
Support Services 2,343.62-21.26-0.90%
Telecommunications 66,841.98318.830.48%
Financials 24,262.61181.690.75%
Banks 45,419.61467.021.04%
Non-life Insurance 36,131.15962.692.74%
Life Insurance 19,508.95148.590.77%
General Financial 2,316.8415.190.66%
Technology 26,714.96-174.43-0.65%
SHARIAH TOP40 3,200.47361.14%
FTSE/JSE SHARIAH ALL3,283.81341.05%
COAL MINING26,748.215462.08%
FTSE JSE Fledgling 5,192.84500.98%
FTSE/JSE Alt X 1,241.93161.34%
RESOURCE 29,901.663861.31%
DIVIDEND PLUS193.2820.89%
FTSE/JSE RAFI 407,128.28660.93%
Capped Top 4015,996.641410.89%
Capped All Share17,231.901410.83%
JSE TABACO 4,878.61-54-1.09%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
20 Feb 2012DIGICOREDecember 2011 (Interim)
20 Feb 2012JDGROUPDecember 2011 (Interim)
20 Feb 2012ONELOGIXNovember 2011 (Interim)
20 Feb 2012WBHODecember 2011 (Interim)
20 Feb 2012WBHOPDecember 2011 (Interim)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
METROFILE12-02-1612-03-1512-03-26R 0.0300
TRENCOR12-02-1612-03-1512-03-26R 1.2500
IMPLATS12-02-1612-03-0212-03-12R 1.3500
CITYLDG12-02-1512-03-0912-03-19R 1.3500
DISTELL12-02-1512-03-0212-03-12R 1.4300
Ex Div**
Share NameDec-DateLDTPay-DateAmount
FIRSTRANDB-P12-02-0312-02-1712-02-27R 3.0516
CAPITAL12-02-0112-02-1712-02-27R 0.3427
WINHOLD11-11-2812-02-1012-02-20R 0.0700
CULINAN5.512-02-0312-02-1712-02-27R 0.0550

Upcoming AGMs**
CodeCompany NameDateStatus
PFGAPioneer Food Group Ltd17/02/2012Confirmed
PFGPioneer Food Group Ltd17/02/2012Confirmed
OCEOceana Group Ltd17/02/2012Confirmed
RDFRedefine Properties Ltd22/02/2012Confirmed
CUP3Cullinan Holdings Ltd23/02/2012Confirmed

Stock Exchange News Service
17/02/201217:25 Anglo American plc - Treasury shares - transfers
17/02/201217:15 Tiger Brands Limited - Trading Update - underlying assumptions
17/02/201217:02 Curro Holdings Limited - Trading Statement
17/02/201216:22 Randgold & Exploration Company Limited - Trading Statement
17/02/201216:21 Oceana Group Limited - Results of the Annual General Meeting of Oceana
17/02/201216:00INL/INP - Investec Limited/Investec plc - Dealings by a director of Investec
17/02/201215:44 Capitec Bank Holdings Limited - Dealing in securities by a director
17/02/201215:43 Harmony Gold Mining Company Ltd - Dealing in Securities by a Director
17/02/201215:21 African Rainbow Minerals Limited - African Rainbow Minerals (ARM)
17/02/201215:15 Famous Brands Limited - Dealings in securities by a director
17/02/201215:09 Pioneer Food Group Limited - Results of meetings held
17/02/201215:00 Capevin Investments Limited - Unaudited interim results for the six months
17/02/201214:52 The Bidvest Group Limited - Change to board of directors
17/02/201214:32GEN - General - Johannesburg Stock Exchange - Amendments to the Listings
17/02/201214:03SFN/SFNP - Sasfin Holdings Limited - Voluntary preference shareholder update
17/02/201214:00 Capital Shopping Centres Group Plc - Results of General Meeting
17/02/201213:12 JD Group Limited - Results of the Annual General Meeting -
17/02/201213:11 Mvelaserve Limited - Results of General Meeting
17/02/201213:00 Brait SE - Cautionary Announcement
17/02/201212:57 Tongaat Hulett - Share Scheme Transactions - Executive director
17/02/201212:50 Buildmax Limited - Disposal of Wholly-Owned subsidiary
17/02/201212:44 Rand Merchant Insurance Holdings Limited - Acquisition of ordinary
17/02/201212:02BISASP - South African Securitisation Programme (RF) Limited - Interest Rate
17/02/201212:00 MAS Plc - Acquisition of redevelopment site in Lewes town centre,
17/02/201211:46SER/SRN - Seardel Investment Corporation Limited - Cautionary Announcement
17/02/201210:49SCIB - The Standard Bank of South Africa Limited - Notice of expiry of
17/02/201210:48SCIB/IMPSTF - The Standard Bank of South Africa Limited - Dividend
17/02/201210:47SCIB - IMPSIE - The Standard Bank Of South Africa Limited - Dividend
17/02/201210:46SCIB : ANGSTF - The Standard Bank Of South Africa Limited - Dividend
17/02/201210:37AGLIHJ - Investec Warrants - Declared dividend announcement on Anglo American
17/02/201210:30 Ceramic Industries Limited - Trading statement for the six months
17/02/201210:09IMPNIK - Nedbank - Dividend distribution announcement in relation to the IMP
17/02/201210:08IMPNIL - Nedbank Limited - Dividend distribution announcement in relation to the
17/02/201210:07BILNIH - Nedbank - Dividend distribution announcement in relation to the BIL
17/02/201210:06IMPNNE - Nedbank Limited - Dividend Distribution Announcement in relation to the
17/02/201210:05ANGNIH - Nedbank Limited - Dividend distribution announcement in relation to the
17/02/201210:04BILNNE - Nedbank Bank Limited - Dividend distribution announcement in
17/02/201209:34 Vunani - Amended timetable relating to the conversion and consolidation of
17/02/201209:30 Coronation Fund Managers Limited - Coronation CEO to step down
17/02/201209:27 Sycom Property Fund - Fulfilment of the remaining condition precedent
17/02/201209:18 Merafe Resources Limited - Shareholders Announcement
17/02/201209:18 Harmony Gold Mining Company Ltd - Upgrade of infrastructure at Doornkop`s
17/02/201209:17CCO - Capital & Counties Properties PLC - Positive planning decision obtained
17/02/201208:42 Anglo American plc - Anglo American announces record EBITDA of $13.3
17/02/201207:50 Gold Fields Limited - Quarter and year ended 31 December 2011
17/02/201207:30 Pinnacle Point Group Limited - Notice of intention to terminate the
17/02/201207:06BIPINF - BIPS Government Inflation Linked Bond Fund - Name change of BIPS
17/02/201207:05BIPS40 - Bips Top 40 - Name Change of BIPS TOP 40 SECURITIES ("BIPSTOP40") to
17/02/201207:05SYN897 - Synthesis Funding Limited - New Financial Instrument Listing

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