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 The Sharenet Daily 
Thursday, 08 March 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 gains vs dollar, hits 7.50 resistance

JOHANNESBURG (Reuters) - South Africa's rand gained for the second day against the dollar on Thursday as confidence returned to investors to take on risky assets with Greece closer to sidestepping a messy default.

The rand firmed to the 7.50 resistance level, which it bounced from in early February and could prove sticky for rand bulls.

Progress in the euro zone boosted risky assets as Greece gets closer to securing a deal with its private creditors that will allow it to redeem debt due this month.

If emerging markets continue to be in favour, the local unit may break through 7.50 to 7.45 and then the 2012 high of 7.4020.

The Reuters Econometer, an index that gauges the outlook for South Africa's economy, was higher in February compared to January. The survey consensus is for the rand to end the year at 7.59, compared to previous estimates of 7.78.

By 1600 GMT the rand was up 1.07 percent on the dollar at 7.5155, compared to a 7.5960 close in New York on Wednesday.

Data from the statistics agency earlier showed manufacturing growth in January at 2.4 percent on a year-on-year basis, unchanged from December, compared to market expectations of 2.5 percent growth.

"The rand is following wider emerging markets. Even though manufacturing production was a touch softer than forecast, there was no great surprise and at least its still growing," said Christopher Shiells, emerging market analyst at Informa Global Markets said.

Analysts expect the manufacturing sector to trudge along for the rest of the year as softer export demand puts strain on manufacturers.

Bond yields continued lower from the previous session as the government bond curve that was seen as oversold last week recovers.

The yield on benchmark debt maturing in three years dropped 4.5 basis points to 6.66 percent while that due in 14 years gave up 3.5 basis points to 8.275 percent.

The Treasury is selling 800 million randin inflation linked paper at 0900 GMT on Friday, which is expected to receive reasonable demand and see yields clear at or better than market levels.

Thu, 08 Mar 2012
Top News
South African shares staged their second straight day of gains on Thursday led by Aspen Pharmacare, as robust local results and brighter news on the Greek front cheered investors.  Full story

South African power utility Eskom said on Thursday it would shut down unit 1 of its Koeberg nuclear plant from Monday until early June for scheduled refuelling and maintenance.  Full story
Kofi Annan, the U.N.-Arab League envoy to Syria, said on Thursday he would urge President Bashar al-Assad and his foes to stop fighting and seek a political solution, drawing angry rebukes from dissidents.  Full story
Syrian Deputy Oil Minister Abdo Hussameldin has announced his defection on YouTube, becoming the first high-ranking civilian official to abandon President Bashar al-Assad since the uprising against his rule erupted a year ago.  Full story
Six world powers demanded on Thursday that Iran fulfil a promise to let international inspectors visit a military installation where the U.N. nuclear watchdog believes that explosives tests geared to developing atomic bombs may have taken place.  Full story
European stocks rallied on Thursday, reversing half the loss suffered earlier in the week as Greece moved closer to clinch a bond swap. . .  Full story
Global stocks were on track for their best day in nearly two months on Thursday, and the euro rebounded on optimism Greece would. . .  Full story
European stocks rallied on Thursday, reversing half of the losses suffered earlier in the week as Greece moved closer to clinch a bond. . .  Full story
U.S. stocks rose on Thursday as Greece moved closer to concluding a bond swap with private creditors that is needed to stave off. . .  Full story

Gold edged higher on Thursday, but eased from session highs after the euro declined when the European Central Bank cut its growth forecasts. . .  Full story
U.S. stocks rose at the open on Thursday as strong uptake by investors in Greece's debt swap fed optimism a deal could be. . .  Full story
European stocks trimmed their gains on Thursday after European Central Bank President Mario Draghi said ECB staff GDP growth forecasts had been lowered.. . .  Full story
Britain's blue-chip index was higher by midday on Thursday in anticipation of more upbeat data from the United States and expectations Greece will. . .  Full story
SA Business
South Africa's Standard Bank Group Ltd reported a 21 percent rise in full-year profit on Thursday, helped by a drop in. . .  Full story
South Africa's manufacturing output grew 2.4 percent year-on-year in volume terms in January, unchanged from December, Statistics South Africa said on. . .  Full story
Murray & Roberts Holdings, South Africa's second-largest builder, priced a $261 million rights issue at a steep discount on Thursday as. . .  Full story
A war of words between South Africa's Impala Platinum and Zimbabwe intensified on Thursday, when the world's second-biggest platinum producer denied. . .  Full story

Prominent African private equity firm Kingdom Zephyr is in talks with investors on the future of its $490 million fund after. . .  Full story
Africa's largest lender, Standard Bank, expects to spend up to $300 million on expanding its business in four key sub-Saharan markets. . .  Full story
South Africa's genetically modified (GM) crop area increased 100,000 hectares to a record 2.3 million hectares in 2011 from 2.2 million. . .  Full story
South African packaging company Mpact on Thursday reported a four-fold increase in underlying earnings after the company was spun out of. . .  Full story

South Africa's rand firmed on Thursday along with other commodity currencies as risk appetite was lifted by an uptick in U.S. private sector jobs data and the prospect of more banks participating in a Greek bond swap.. . .  Full story
Former White House adviser Lawrence Summers, diplomat Susan Rice and PepsiCo Inc CEO Indra Nooyi are on a "short list" of possible U.S. candidates to head the World Bank, a person with knowledge of the Obama administration's thinking said on Wednesday.. . .  Full story
Company News
ELB is currently finalising its results for the six months ended 31 December 2011, which should be released on SENS on. . .  Full story
Shareholders are referred to the trading statement released on SENS on 23 December 2011 wherein it was reported that it was. . .  Full story
Mvelaserve hereby confirms that it has received the required notice from Coronation Asset Management (Pty) Ltd. in terms of Section 122(1). . .  Full story
Old Mutual announced on 15 December 2011 that it had entered into an agreement to sell its Nordic business, comprising Old. . .  Full story
Company Results
Rental and other revenue rose by 16% to R31.1 million (R26.8 million) and operating profit improved by 24% to R7.1 million. . .  Full story
These are RMIH's first interim results since listing on the JSE in March last year. As a result, there is no. . .  Full story
Revenue for the year ended 31 December 2011 increased to R121.9 billion (2010: R114.7 billion). Profit before tax jumped to R37.6. . .  Full story
Total income increased to R300.4 million (2010: R273.1 million) for the interim period ended 31 December 2011. Profit from operations increased. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0033758.62166.300.50%
JSE Top 4017:0029970.84148.450.50%
JSE Gold17:002556.05-21.88-0.85%
JSE Financial17:0024502.54194.780.80%
JSE Industrial17:0036998.87277.940.76%
JSE Indust 2517:0031060.46251.370.82%
JSE Resource17:0051290.60-11.65-0.02%
DJ Futures18:5612820.00-21.00-0.16%
DJ Ind19:4512914.4577.120.60%
SP 50020:001365.6513.020.96%
FTSE 10018:355859.7368.321.18%
All Ords07:404262.2027.800.66%
NZSE 5006:463413.7910.740.32%
NameTimeRPMove% Move
Gold/R kg20:0041031030910.76%
Brent Crude19:56125.552.231.81%
Rand / Dollar19:597.5170-0.0704-0.93%
Rand / Pound19:5511.8565-0.0603-0.51%
Rand / Euro19:559.9662-0.0151-0.15%
Rand / NZD19:586.20500.01780.29%
Rand / AUD19:557.9920-0.0433-0.54%
Yen / Dollar19:5981.50600.36100.44%
Euro / Dollar19:550.7534-0.0067-0.88%
Dollar / Euro19:591.32630.01110.85%
Pound / Dollar19:550.6316-0.0034-0.54%

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The JSE Today

Trading Statistics
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 BELL  23002009.52.%445911
2 NICTUS  485408.99.%6250
3 TRNSHEX  310175.80.%18590
4 TRUSTCO  11865.36.%7000
5 METAIR  23001034.69.%145202
6 URONE  24001004.35.%59566
7 SOVFOOD  600254.35.%13570
8 OANDO  12554.17.%2500
9 AQUARIUS  1691613.74.%82695
10 AFRO-C  26593.52.%1653
11 GBGOLD  701223.24.%85129
12 DORBYL  16053.23.%500
13 AMA  29493.16.%167878
14 REXTRU-N  1650503.13.%10000
15 SPURCORP  1650503.13.%174138
16 FAMBRANDS  47891433.08.%92739
17 WBHO  122853342.79.%159582
18 ASPEN  109002802.64.%1108886
19 BASREAD  1570402.61.%31081
20 SANLAM  3129792.59.%6065250

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Major Moves Down
SharenameSaleMove% MoveVolume
1 TRADEH  651-70-9.71.%450
2 MASONITE  3500-300-7.89.%4
3 JUBILEE  175-13-6.91.%520712
4 EHSV  3450-250-6.76.%3391
5 ELBGROUP  2400-130-5.14.%325209
6 EASTPLATS  400-20-4.76.%15973
7 MVELASERV  1250-50-3.85.%34030
8 HOWDEN  1900-75-3.80.%10431
9 BRIMSTON  1250-49-3.77.%326
10 MAZOR  155-6-3.73.%11137
11 KEATON   275-9-3.17.%21835
12 RBPLAT  6326-144-2.23.%69841
13 CLIENTELE  1125-25-2.17.%21620
14 RAINBOW  1451-32-2.16.%1750
15 TELKOM  2617-51-1.91.%677198
16 EQSTRA  775-15-1.90.%267474
17 REUNERT  6731-121-1.77.%587584
18 VILLAGE  225-4-1.75.%396069
19 KAP  300-5-1.64.%40000
20 DIGICOR  305-5-1.61.%25200

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New Highs
SharenameSaleHighMove% MoveVolume
1 METAIR  230023001034.69.%145202
2 SPURCORP  16501700503.13.%174138
3 FAMBRANDS  478948191433.08.%92739
4 WBHO  12285125493342.79.%159582
5 SANLAM  31293200792.59.%6065250
6 LIFEHC  22732322371.65.%3251626
7 MEDCLIN  36783702581.60.%26196875
8 MONDIPLCP  72247280771.08.%701086
9 MONDILTDP  71647228640.90.%319821
10 CASHBIL  118001188510.01.%28155
11 PBT  2002160.25367
12 TONGAAT  1030010630-30-0.29.%102887

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New Lows
SharenameSaleLowMove% MoveVolume

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Index Summary
Index NameRPMove% Move
Top 4029,970.84148.450.50%
Mid Cap46,915.02222.660.48%
Small Cap35,294.41178.460.51%
Resource 2051,290.60-11.65-0.02%
Industrial 2531,060.46251.370.82%
Financial 159,297.4787.390.95%
Financial & Ind. 3034,692.39289.980.84%
All Share33,758.62166.300.50%
Oil & Gas 29,580.43-91.56-0.31%
Mining 32,925.674.550.01%
Gold Mining2,556.05-21.88-0.85%
Platinum Mining60.52-.26-0.43%
GENERAL MINING8,264.4425.270.31%
Oil & Gas Producers 15,904.85-49.23-0.31%
Basic Materials 28,191.8719.440.07%
Chemicals 15,224.492.900.02%
Forestry & Paper 14,205.08195.121.39%
Industrial Metals 31,819.6977.310.24%
Industrials 31,780.81203.570.64%
General Industrials 88,401.31848.580.97%
Consumer Goods 31,765.04234.310.74%
Automobiles & Parts 5,208.25233.234.69%
Household Goods176.8021.39%
Health Care 38,635.46627.811.65%
Beverages 105.45.380.36%
Index NameRPMove% Move
Food Producers 58,610.76130.990.22%
Personal Goods 462.136.691.47%
Consumer Services 62,538.71829.881.34%
General Retailers 52,432.52481.610.93%
Travel & Leisure 3,720.8026.400.71%
Media 89.221.631.86%
Support Services 2,541.38-38.53-1.49%
Telecommunications 68,870.26-105.98-0.15%
Financials 24,502.54194.780.80%
Banks 46,446.55424.280.92%
Non-life Insurance 39,981.90.000.00%
Life Insurance 19,527.56288.761.50%
General Financial 2,325.7914.710.64%
Technology 27,398.93207.060.76%
SHARIAH TOP40 3,109.5160.20%
FTSE/JSE SHARIAH ALL3,209.1980.25%
COAL MINING27,506.05400.15%
FTSE JSE Fledgling 5,267.1970.13%
FTSE/JSE Alt X 1,353.06403.03%
CAPPED PROPERTY 333.11-0.06%
RESOURCE 28,352.35-10-0.04%
DIVIDEND PLUS195.5610.36%
FTSE/JSE RAFI 407,082.86400.57%
Capped Top 4015,822.93790.50%
Capped All Share17,079.83840.49%
JSE TABACO 4,804.49240.49%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
09 Mar 2012FIRESTONEDecember 2011 (Interim)
09 Mar 2012FIRESTONE OPTDecember 2011 (Interim)
09 Mar 2012MASNovember 2011 (Q)
09 Mar 2012OLDMUTUALDecember 2011 (Final)
09 Mar 2012RANLDDecember 2011 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
CLOVERPREF12-03-0812-03-2312-04-02R 0.0586
CERAMIC12-03-0812-03-2312-04-02R 1.1000
ZEDER12-03-0812-03-2312-04-02R 0.0400
STANBANK12-03-0812-03-2312-04-02R 2.8400
SANLAM12-03-0812-04-1912-05-09R 1.3000
Ex Div**
Share NameDec-DateLDTPay-DateAmount
HUDACO12-01-2612-03-0212-03-12R 3.1000
GFIELDS12-02-1712-03-0212-03-12R 2.3000
ANGLD12-02-1512-03-0212-03-16R 2.0000
DISTELL12-02-1512-03-0212-03-12R 1.4300
IMPLATS12-02-1612-03-0212-03-12R 1.3500

Upcoming AGMs**
CodeCompany NameDateStatus
QPGQuantum Property Group Ltd.08/03/2012Confirmed

Stock Exchange News Service
08/03/201217:06STXIHC - Investec Warrants - Distribution announcement on Satrix 40 hot enhanced
08/03/201217:00SGA/SGB - Synergy Income Fund Limited - Amendment to reviewed interim results
08/03/201217:00 Pretoria Portland Cement Company Limited - Allocation of forfeitable
08/03/201216:45 IFCA Technologies Limited - Further update to the Mandatory Offer
08/03/201216:30 Netcare Limited - Dealings in securities by a director and an associate of
08/03/201216:27 IFA Hotels & Resorts Limited - Renewal of cautionary announcement
08/03/201216:18 Nedbank Group Limited - Dealings in Securities by Executive Directors
08/03/201215:53ELR/ELRP - ELB Group Limited - Trading Statement
08/03/201215:48BIRCS - RCS Investment Holdings (Proprietary) Limited - Full Capital Redemption
08/03/201215:19AOO/AON/AOVP - African & Overseas Enterprises Limited - Unaudited Interim Group
08/03/201215:19RTO/RTN/RTOP - Rex Trueform Clothing Company Limited - Unaudited Interim Group
08/03/201215:18 Zeder Investments Limited - Declaration of dividend of 4 cents per
08/03/201215:00CLR/CLRP - Clover Industries - Declaration of preference share dividend no. 33
08/03/201214:49 Exxaro Resources Limited - Trading of Exxaro ordinary shares on
08/03/201214:48 Exxaro Resources Limited - Trading of Exxaro ordinary shares on behalf of
08/03/201214:30 Country Bird Holdings Limited - Dealings in securities by director
08/03/201214:21GRT01 - Growthpoint Properties Limited - Interest Rate Reset: GRT01
08/03/201214:10BIABL - African Bank Limited - Interest Rate Reset announcement
08/03/201213:59 Bell Equipment Limited - Revised Trading Statement
08/03/201213:56SBKIHF - Investec Warrants - Declared dividend announcement on Standard Bank
08/03/201213:23 Mvelaserve Limited - Notification in terms of section 122(3) of the
08/03/201213:00 BRAIT SE - Notice of extraordinary General Meeting
08/03/201212:50MND/MNP - Mondi Limited/Mondi plc - Employee share plans transactions in
08/03/201212:48BBET40 - The BettaBeta Equally Weighted Top 40 portfolio - Distribution
08/03/201212:47BGREEN - BettaBeta CIS BGreen portfolio - Distribution announcement
08/03/201212:27 Standard Bank Group Limited - Retirement of two independent board
08/03/201212:17SFN/SFNP - Sasfin Holdings Limited - Quarterly report on Basel II capital
08/03/201211:32MAPPSP - Newfunds Mapps Protect Exchange Traded Fund Portfolio - Quarterly
08/03/201211:31MAPPSG - NewFunds Mapps Growth Exchange Traded Fund Portfolio -
08/03/201211:26 Murray & Roberts Holdings Limited - Murray & Roberts announces final terms
08/03/201211:11PTXTEN - PROPTRAX TEN - Distribution Announcement - Salient Dates
08/03/201211:10PTXSPY - PropTrax SAPY - Distribution announcement - salient dates
08/03/201210:59NFS - NewFunds Collective Invest Scheme - Distribution announcements -
08/03/201210:58NRD - Trackhedge - Distribution Announcement - Salient Dates
08/03/201210:57NFILBI - Newfunds ILBI Exchange Traded Fund Portfolio - Distribution
08/03/201210:56NFGOVI - Newfunds Govi Exchange Traded Fund Portfolio - A Portfolio in the
08/03/201210:55NFTRCI - Newfunds TRACI 3 month exchange traded fund portfolio - Distribution
08/03/201210:54NFEMOM - Newfunds Equity Momentum Exchange Traded Fund Portfolio - Quarterly
08/03/201210:53NFSWIX - NEWFUNDS SWIX 40 Exchange Traded Fund Portfolio - Quarterly
08/03/201210:37BIIIPL - iNguza Investments (Proprietary) Limited - Full Capital Redemption
08/03/201210:18TRA - Transnet SOC Limited - New Financial Instrument Listing
08/03/201210:17TRA - Transnet SOC Limited - New Financial Instrument Listing
08/03/201210:08 Sephaku Holdings - Notification of Share Dealing by an Associate of a
08/03/201209:21 Distell Group Limited - Dealings in securities by a director of a major
08/03/201209:08 OLD MUTUAL plc - Update on Proposed Sale of Old Mutual`s Nordic Business
08/03/201208:05STX40 - Satrix 40 Portfolio - Distribution Announcement - Salient Dates -
08/03/201208:04STXRES - Satrix Resi Portfolio - Distribution announcement - Salient dates -
08/03/201208:03STXSWX - Satrix Swix Top 40 Portfolio - Distribution Announcement - Salient
08/03/201208:02GLD - NewGold Issuer Limited - Listing of additional NewGold debentures
08/03/201208:02STXFIN - Satrix Fini Portfolio - Distribution Announcement - Salient Dates -
08/03/201208:01STXDIV - Satrix Dividend Plus Portfolio - Distribution Announcement - Salient
08/03/201208:00SBK - Standard Bank Group Limited - Audited results and dividend announcement
08/03/201208:00 Mpact Limited - Audited results for the year ended 31 December 2011 and
08/03/201208:00SLA - Sanlam Limited - Sanlam Audited Results for the year ended 31 December
08/03/201208:00STXIND - Satrix Indi Portfolio - Distribution announcement - Salient dates -
08/03/201207:10 British American Tobacco p.l.c.- Transaction in own shares
08/03/201207:05BIFR1 - FirstRand Bank Limited - Full Capital Redemption
08/03/201207:05 Ceramic Industries Limited - Unaudited interim results for the six

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