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 The Sharenet Daily 
Monday, 08 October 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)

Top News
South African shares edged lower on Monday after the rand weakened more than 2 percent, hitting retailers reliant on dollar-denominated imports such as Mr Price, but rewarding exporters producing in the local currency.  Full story

South African stocks set a record high on Friday with mining shares among the top performers as investors chased bargains in the sector battered in recent days by a wave of wildcat strikes.  Full story
World stocks and oil prices fell on Monday after the World Bank cut its growth forecast for China, emphasizing concerns about the prospects. . .  Full story
U.S. stocks declined slightly in low volume on Monday, pulling back from recent five-year highs as investors awaited the start of what many. . .  Full story
British blue chip shares dipped on Monday with growth-linked banks and miners hit by concerns about earnings and the global outlook, although analysts. . .  Full story
European shares fell on Monday after a downbeat report on the outlook for Asian growth capped investor sentiment around corporate earnings, and kept. . .  Full story

U.S. stocks fell on Monday after the World Bank cut its growth forecasts for East Asia, underscoring concerns about the global economic climate. . .  Full story
European shares fell early on Monday as investors braced for a weak third-quarter earnings season and the prospect of a greater-than-expected economic slowdown in. . .  Full story
European shares fell early on Monday, surrendering most of the previous session's gains on a downgraded growth outlook for Asia and as investors. . .  Full story
Britain's top share index fell early on Monday, exhibiting weakness after gains in the previous session and overnight falls in Asia, with some. . .  Full story

South Africa's local government workers' union said on Monday it would launch a strike over pay in the next few days,. . .  Full story
South Africa's Cipla Medpro said on Monday its chief executive had quit, ending months of speculation about his suspension and raising. . .  Full story
South Africa's rand fell to a 3-1/2 year low against the dollar on Monday and came close of breaching the key. . .  Full story
Sishen Iron Ore, a unit of Kumba Iron Ore, has declared force majeure on its deliveries in South Africa following illegal. . .  Full story

The chief executive of South African Airways has stepped down, the government said on Monday, just days after Pretoria promised to. . .  Full story
Kumba Iron Ore is losing 120,000 tonnes of finished product per day due to an illegal strike at its Sishen mine. . .  Full story
Workers at Xstrata's Eland platinum mine in South Africa have embarked on an illegal strike, leaving the plant operating on skeleton. . .  Full story
The impact of Iran's currency slide has reached beyond its borders, hitting shares of MTN Group, the South African mobile operator. . .  Full story
Company News
Kumba Iron Ore (Kumba) confirms that engagement is continuing with the less than 300 employees who embarked on an illegal strike. . .  Full story
Shareholders were advised that the group's Annual Financial Statements for the year ended 30 June 2012, as contained in the Integrated. . .  Full story
*NAV (millions) -- R1 182.9 (30 Sept 12) R1 948 (31 Aug 12) *Shares in issue (millions) -- 521 (30 Sept. . .  Full story
Business Connexion shareholders are referred to the cautionary announcement released by the company on SENS on 12 July 2012, and to. . .  Full story

Shareholders are advised that the group's subsidiary, Trustco Finance (Pty) Ltd has secured lines of credit from the African Development Bank. . .  Full story
The company has accepted the resignation of Mr Stuart Murray as CEO of Aquarius and chairman of its principal subsidiary Aquarius. . .  Full story
Shareholders are referred to the various SENS announcements relating to the suspension of the CEO, Mr Smith, and the respective updates,. . .  Full story
Mediclinic shareholders were referred to the announcements released on SENS on 24 August 2012 and 31 August 2012, and the circular. . .  Full story
Company Results
Revenue for the six months fell to R135.7 million (R174.2 million) whilst operating loss was greater at R33.0 million (loss of R14.1 million). Loss attributable to equity holders was R35.5 million. . .  Full story
Revenue amounted to R665.4 million and a gross profit of R86.7 million was recorded. Total income rose to R1.1 billion (R792.4 million). Net attributable profit more than doubled to R315.1 million. . .  Full story
Revenue from discontinued operations declined to R34.2 million (R90 million). The net attributable loss widened to R38.8 million (loss of R34.5 million). In addition, the headline loss per share from continuing. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0036337.39-250.00-0.68%
JSE Top 4017:0032183.45-177.00-0.55%
JSE Gold17:002455.3147.001.96%
JSE Financial17:0026746.45-417.00-1.54%
JSE Industrial17:0042512.37-532.00-1.24%
JSE Indust 2517:0036432.26-458.00-1.24%
JSE Resource17:0049979.69368.000.74%
DJ Futures18:0213510.0011.000.08%
DJ Ind19:5813579.93-30.22-0.22%
SP 50019:581455.49-5.44-0.37%
FTSE 10017:355841.74-29.28-0.50%
All Ords07:504502.00-11.80-0.26%
NZSE 5006:483923.9119.060.49%
NameTimeRPMove% Move
Gold $19:581774.72-4.85-0.27%
Gold R19:5815736.80102.190.65%
Gold R/kg19:5850688525110.50%
Silver $19:5933.9950-.5450-1.58%
Platinum $19:591689.75-12.75-0.75%
Palladium $19:59656.40-3.60-0.55%
Brent Crude19:58111.95.240.21%
Rand / Dollar19:598.86630.07970.91%
Rand / Pound19:5514.19170.04080.29%
Rand / Euro19:5511.50640.05990.52%
Rand / NZD19:587.28350.09841.37%
Rand / AUD19:559.06330.11921.33%
Yen / Dollar19:5878.2500-0.3800-0.48%
Euro / Dollar19:550.77090.00330.43%
Dollar / Euro19:591.2971-0.0052-0.40%
Pound / Dollar19:550.62360.00410.66%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 INV-NPL  271271.171332
2 VUNANI  1905540.74.%5200
3 NICTUS  210126.06.%10000
4 CADIZ  175106.06.%20000
5 CIPLAMED  714385.62.%2000186
6 EASTPLATS  17095.59.%50283
7 MARSHALL  650304.84.%7000
8 URONE  2085854.25.%2769
9 CROOKES  50002004.17.%1000
10 TRNSHEX  343133.94.%13292
11 ARB  450153.45.%287270
12 REBOSIS  1148383.42.%51045
13 HARMONY  69562063.05.%1486911
14 TASTE  30793.02.%55548
15 NEPI  46861362.99.%21024
16 IMPLATS  143823842.74.%2015214
17 ANGGOLD  302996822.30.%1823061
18 SAPPI  2531532.14.%1308277
19 NORTHAM  3153632.04.%603147
20 HULAMIN  39071.83.%201953

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Major Moves Down
SharenameSaleMove% MoveVolume
1 MAZOR  150-20-11.76.%27000
2 MRPRICE  11600-1150-9.02.%3021893
3 ALTECH  4312-358-7.67.%49959
4 A-V-I  5645-445-7.31.%1807226
5 AQUARIUS  618-48-7.21.%1531785
6 INVPROP  1680-120-6.67.%314236
7 AFROX  1885-115-5.75.%6689
8 WOOLIES  5750-348-5.71.%7206629
9 FIRSTRAND  2590-149-5.44.%26289439
10 VALUE  535-30-5.31.%87280
11 TRUWTHS  9140-510-5.28.%1747883
12 RMBH  3504-182-4.94.%1975676
13 BELL  1900-95-4.76.%5769
14 RMIH  2171-99-4.36.%1980817
15 POYNTING  110-5-4.35.%61667
16 PICKNPAY  4195-190-4.33.%1171548
17 TFG  11680-510-4.18.%1463998
18 SHOPRIT  15762-673-4.09.%2582945
19 PAN-AF  244-10-3.94.%489734
20 GROUP-5  2470-100-3.89.%80776

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New Highs
SharenameSaleHighMove% MoveVolume
1 INV-NPL  271300271.171332
2 MONDIPLCP  911792301541.72.%1660237
3 MONDILTDP  901291211471.66.%1226572
4 CAPCO  31403158441.42.%220092
5 BATS  46900475924120.89.%799753
6 SABMILLER  38686393701860.48.%2332410
7 SPURCORP  22802300100.44.%646435
8 LIB-HOLD  1004510252-175-1.71.%333977

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New Lows
SharenameSaleLowMove% MoveVolume
1 ABIL  30883082-97-3.05.%4598580
2 KEATON   19519031.56.%33964

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Index Summary
Index NameRPMove% Move
Top 4032,183.00-177.00-0.55%
Mid Cap51,102.00-769.00-1.48%
Small Cap38,256.00-235.00-0.61%
Resource 2049,979.00368.000.74%
Industrial 2536,432.00-458.00-1.24%
Financial 159,918.00-168.00-1.67%
Financial & Ind. 3039,525.00-533.00-1.33%
All Share36,337.00-250.00-0.68%
Oil & Gas 28,384.00-537.00-1.86%
Mining 32,000.00394.001.25%
Gold Mining2,455.0047.001.96%
Platinum Mining49.001.003.71%
GENERAL MINING8,339.0086.001.04%
Oil & Gas Producers 15,261.00-289.00-1.86%
Basic Materials 27,386.00321.001.19%
Chemicals 15,326.00-267.00-1.71%
Forestry & Paper 16,548.00293.001.81%
Industrial Metals 25,976.0073.000.28%
Industrials 34,089.00-408.00-1.18%
General Industrials 98.00.00-0.77%
Consumer Goods 38,174.0049.000.13%
Automobiles & Parts 6,757.00-46.00-0.69%
Household Goods178.0000.07%
Health Care 48,684.00-750.00-1.52%
Index NameRPMove% Move
Food Producers 64,709.00-1046.00-1.59%
Personal Goods 545.00.000.08%
Consumer Services 74,581.00-2155.00-2.81%
General Retailers 58,861.00-3266.00-5.26%
Travel & Leisure 4,334.00-74.00-1.69%
Support Services 2,188.00-13.00-0.60%
Telecommunications 72,914.00-2532.00-3.36%
Financials 26,746.00-417.00-1.54%
Banks 45,991.00-1201.00-2.55%
Non-life Insurance 46,195.00-568.00-1.22%
Life Insurance 23,421.00-162.00-0.69%
General Financial 2,461.00-42.00-1.68%
Technology 33,570.00122.000.37%
SHARIAH TOP40 3,175.00-3-0.12%
FTSE/JSE SHARIAH ALL3,281.00-8-0.25%
COAL MINING20,348.00160.08%
FTSE JSE Fledgling 5,569.00-3-0.06%
FTSE/JSE Alt X 1,108.0010.16%
CAPPED PROPERTY 390.00-0.49%
RESOURCE 27,500.002110.78%
DIVIDEND PLUS195.00-3-1.70%
FTSE/JSE RAFI 407,400.00-37-0.51%
Capped Top 4016,947.00-107-0.63%
Capped All Share18,373.00-131-0.71%
JSE TABACO 5,993.00530.89%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
09/10/2012ALTRONAugust 2012 (Interim)
09/10/2012ALTRON PPAugust 2012 (Interim)
11/10/2012CMHAugust 2012 (Interim)
11/10/2012CMH PREFAugust 2012 (Interim)
11/10/2012VERIMARKAugust 2012 (Interim)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
NTC PREF05/10/201219/10/201229/10/2012R 3.6402
INSIMBI05/10/201202/11/201212/11/2012R 0.0200
TELEMASTR02/10/201202/11/201212/11/2012R 0.0100
DCENTRIX02/10/201219/10/201229/10/2012R 0.1125
FONEWORX28/09/201212/10/201222/10/2012R 0.0700
Ex Div**
Share NameDec-DateLDTPay-DateAmount
SASOL10/09/201205/10/201215/10/2012R 11.8000
CASHBIL18/09/201205/10/201215/10/2012R 2.7300
A-V-I10/09/201205/10/201215/10/2012R 1.8000
ASPEN12/09/201205/10/201215/10/2012R 1.5700
A-V-I10/09/201205/10/201215/10/2012R 1.2000

Upcoming AGMs**
CodeCompany NameDateStatus
BEGPBeige Holdings Ltd.10/10/2012Confirmed
BEGBeige Holdings Ltd.10/10/2012Confirmed
BFSBlue Financial Services Ltd.10/10/2012Confirmed
BEGP2Beige Holdings Ltd.10/10/2012Confirmed
ZCIZCI Ltd.11/10/2012Confirmed

Stock Exchange News Service
08/10/201217:45DORBYL LIMITED - Dorbyl Limited - Distressed Statement
08/10/201217:25THE DON GROUP LIMITED - Reviewed Condensed Consolidated Results for the year end...
08/10/201217:16SASOL LIMITED - Dealings in securities by directors of a major subsidiary of Sas...
08/10/201217:14ARCELORMITTAL SOUTH AFRICA LIMITED - Force Majeure: Sishen Iron Ore Company Pro...
08/10/201217:06EFFICIENT GROUP LIMITED - Resignation of non-executive director
08/10/201216:55JOHN DANIEL HOLDINGS LIMITED - Renewal of Cautionary Announcement
08/10/201216:45ANGLO AMERICAN PLC - Anglo American re Kumba Iron Ore
08/10/201216:38ORION REAL ESTATE LIMITED - Director's Dealings
08/10/201216:30IMITED - Director's dealings in securities
08/10/201216:20FIRSTRAND BANK LIMITED - Interest Rate Reset
08/10/201216:15ONTHECARDS INVEST II (PTY) LTD - Notice of Noteholders meeting
08/10/201216:08DEVELOPMENT BANK OF SOUTH AFRICA - DBSA releases FY2012 financial results, appro...
08/10/201215:40SHOPRITE HOLDINGS LIMITED - Director's dealing
08/10/201215:36ANGLO AMERICAN PLC - Treasury shares - transfers
08/10/201215:00NEW EUROPE PROPERTY INVESTMENTS PLC - Hedging of rights offer proceeds
08/10/201215:00O RESOURCES LIMITED - Trading of Exxaro ordinary shares on behalf of the Exxaro ...
08/10/201214:53R AND JACK MINES LIMITED - Dealing in Securities By A Director
08/10/201214:45ROLFES HOLDINGS LIMITED - Dealing in securities by directors
08/10/201214:42CHROMETCO LIMITED - Director's trade in securities
08/10/201214:23JSE LIMITED - Media Release
08/10/201214:22KUMBA IRON ORE LIMITED - Kumba Iron Ore Update
08/10/201214:17PSG GROUP LIMITED - Unaudited interim results for the six months ended 31 August...
08/10/201214:00FIRSTRAND BANK LIMITED - Announcement on Moody's downgrades
08/10/201213:34JCI LIMITED - Statements of Annual results for 31 March 2011
08/10/201213:30DORBYL LIMITED - Joint Firm Intention Announcement To Make An Offer
08/10/201213:15REDEFINE PROP INTERNATIONAL LTD - Extraordinary General Meeting Voting Results
08/10/201212:33OLDINGS LIMITED - Posting of Annual Financial Statements
08/10/201212:00MVELAPHANDA GROUP LIMITED - Mvela Group net asset value update
08/10/201211:35INSIMBI REFRACTORY & ALLOY SUP LTD - Changes to the Board
08/10/201210:34SHOPRITE HOLDINGS LIMITED - Director's dealings
08/10/201210:25BRIKOR LIMITED - Renewal of Cautionary Announcement
08/10/201209:00INDWA INVESTMENTS LIMITED - Full Capital Redemption
08/10/201208:59N LIMITED - Conclusion of unprotected strike by contractor employees at Somkhele...
08/10/201208:30BUSINESS CONNEXION GROUP LIMITED - Renewal of Cautionary Announcement
08/10/201208:00AQUARIUS PLATINUM LIMITED - Resignation of Managing Director/CEO
08/10/201208:00REDEFINE PROP INTERNATIONAL LTD - Redefine International completes restructure o...
08/10/201208:00TRUSTCO GROUP HOLDINGS LIMITED - Voluntary announcement trustco group holdings l...
08/10/201207:40CIPLA MEDPRO SOUTH AFRICA LIMITED - Cipla Medpro update on the CEO
08/10/201207:30MEDICLINIC INTERNATIONAL LIMITED - Results of the Rights Offer
08/10/201207:15SOUTH AFRICAN COAL MINING HLDGS LTD - Reviewed condensed results for the 6 month...
08/10/201207:05BRITISH AMERICAN TOBACCO PLC - Transaction in own shares

Click here for more SENS news