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The Sharenet Daily 
Wednesday, 19 December 2012 - 20:00
 
Charts
News
Top News
Markets
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)


Charts
 
2012 Market Recap

With 2012 slowly winding to a close, it is time to look back at “The Year that Was”. While 2012 hasn’t quite closed out, we can get a good sense of where the good (and bad) places to invest were. So, which sector outperformed the rest?

Below is a table with the returns of the different asset classes for the year until the end of November. The returns are total returns in rands.

Industrial stocks have been the place to be invested during 2012. Taste has returned 106% for the year until the end of November, Woolworths 87% and Mr Price 69% over the same period. Industrial companies have been the darlings of local and offshore investors and have had a great run during 2012.

How has 2012 compared to previous years? The graph below shows the cumulative returns of the ALSI for each of the last 5 years.

The performance of 2012 is currently second only to 2009. In 2009 we saw the market rebound after the market crash and returned 32% for the year. 2012 has been a very favourable year return wise. South African equity markets have been in much demand over the last couple of years; the cumulative return from 1 Jan 2005 to 30 Nov 2012 was 52%. South Africa only experienced one negative year and that was 2008.

In general, 2012 has been a positive experience for investors and that is despite the general sluggishness in the global environment and indeed also the very poor economic environment in South Africa. What 2013 will bring is still up in the air.

To all of our loyal readers we hope that you have joyful holiday period with family and friends.

Best regards,

Gerbrandt Kruger

www.seedinvestments.co.za
info@seedinvestments.co.za
021 914 4966

Wed, 19 Dec 2012
Top News
[IMAGE]
South African stocks booked another record close on Wednesday, rising 0.7 percent as renewed optimism about U.S. budget negotiations boosted demand for riskier assets.  Full story
[IMAGE]
South Africa is drawing up laws to force platinum and iron ore miners to sell "small amounts" of production to local processors at a discount to diversify its economy, a top trade ministry official said on Wednesday.  Full story
The White House was set to reveal the first steps of a gun-control plan on Wednesday as the United States grieved for victims of the Sandy Hook Elementary School massacre in another wave of funerals.  Full story
Greek public sector workers walked off the job on Wednesday in protest at new austerity measures and layoffs demanded by foreign lenders, disrupting transport and shutting public schools and tax offices. The 24-hour strike is the latest in a series of protests since September against a package of wage cuts and tax hikes demanded by Greece's European Union and IMF lenders as the price of bailout loans to keep the country afloat. About 6,000 teachers, doctors, municipal and transport worke  Full story
South Korea may be set to elect its first woman president on Wednesday, the daughter of the country's former military ruler, returning the 60-year old conservative to the presidential palace where she served as her father's first lady in the 1970s.  Full story
 
Markets
Banks led European shares higher on Wednesday as optimism on a deal to avoid tax hikes and spending cuts in the United States. . .  Full story
World shares rose to 17-month highs and the euro surged on Wednesday as hopes grew for a year-end budget deal in the United. . .  Full story
Britain's blue-chip share index scaled fresh nine-month highs on Wednesday on growing expectations of a U.S. budget deal, and nearing tough technical resistance levels. . .  Full story
U.S. stocks were little changed on Wednesday as investors found scant reason to continue buying following the best two-day rally for the S&P. . .  Full story
Gold steadied on Wednesday, after sliding to 3-1/2-month lows in the previous session, benefiting from a rally in equities and the euro to. . .  Full story
U.S. stocks opened modestly higher on Wednesday as the latest offers in ongoing budget negotiations underlined hopes for a deal, while technology shares jumped. . .  Full story
Britain's top share index pushed back up to nine month highs on Wednesday, tracking overnight gains on Wall Street and in Asia. . .  Full story
European shares continued to drift higher on Wednesday as expectations built that a budget deal in the United States is close, though traders. . .  Full story
SA Business
The International Finance Corp, the World Bank's private sector arm, plans to issue local currency bonds in 10 African markets from next year to build capital in one of the world's. . .  Full story
South Africa's ruling African National Congress (ANC) has rejected calls to nationalise the country's mines but supports a windfall "resource rent" tax on mining firms, according to a draft policy document. . .  Full story
The rand traded near a two-month high early on Wednesday and looked to further those gains in an upbeat market after an internal ANC election passed off smoothly and U.S. officials. . .  Full story
South Africa is drawing up laws to force platinum and iron ore miners to sell "small amounts" of production to local processors at. . .  Full story
South Africa's 2012/13 sugar output is estimated at 1.995 million tonnes from a previous forecast of 2.038 million tonnes, South African. . .  Full story
Cyril Ramaphosa, the newly elected deputy president of South Africa's ruling ANC, said on Wednesday he was reviewing his extensive business. . .  Full story
Norway's $680 billion sovereign wealth fund is looking at Africa with interest as it seeks to take advantage of the region's. . .  Full story
The South African Reserve Bank's monthly leading business cycle indicator rose by 0.6 percent in October from September, helped by strong sales of new passenger cars, a survey showed on Wednesday.. . .  Full story
Company News
Absa Shareholders are hereby informed that Ivan Ritossa has resigned from the Boards of Absa Group and Absa Bank as a. . .  Full story
Shareholders are advised that the Annual Financial Statements of the Company for the year ended 30 June 2012 will be posted. . .  Full story
Business Day highlighted that Aspen Pharmcare rose 5.14% to R167 after GlaxoSmithKline won US approval for a new flu vaccine. Aspen. . .  Full story
Mr Grant Glenn Gelink, has been appointed as a non-executive director of FirstRand and its wholly-owned subsidiary, FirstRand Bank Limited, with. . .  Full story
Further to the cautionary announcement published on 6 November 2012, shareholders are advised that the company is continuing with negotiations which if successfully concluded may have a material effect on the price of the company's securities. Accordingly, shareholders are advised to exercise caution when dealing in the company's securities until a further announcement is released.. . .  Full story
Company Results
Revenue declined to R171.3 million (R268.1 million). Gross profit more than halved to R19.8 million (R42.4 million) and an operating loss of R5.5 million (profit of R14.4 million) was made. Net attributable profit declined dramatically to R22 707 (R10 million). In. . .  Full story
Mobile has changed its year-end to March each year from December and these results are for a 6 month period to September 2012 and are therefore incomparable to the prior interim result. Loss from operations amounted to R100 000. Net attributable. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0039164.84285.000.74%
JSE Top 4017:0034724.82260.000.76%
JSE Gold17:002217.74-13.00-0.59%
JSE Financial17:0029424.67345.001.19%
JSE Industrial17:0046675.27310.000.67%
JSE Indust 2517:0040160.56280.000.70%
JSE Resource17:0051463.59281.000.55%
DJ Futures19:2813285.009.000.07%
DJ Ind20:0013344.21-6.75-0.05%
SP 50020:001444.93-1.86-0.13%
Nasdaq20:003058.513.980.13%
FTSE 10018:355961.5925.690.43%
DAX19:087668.5014.920.19%
CAC4019:083664.5915.960.44%
Nikkei08:0810160.40237.392.39%
Shanghai09:282162.24-.23-0.01%
Hang-Seng10:2822623.37128.640.57%
All Ords07:394633.2022.700.49%
NZSE 5006:484023.0043.751.10%
NameTimeRPMove% Move
Gold $19:591668.40-2.77-0.17%
Gold R20:0014134.1816.140.11%
Gold R/kg20:00454414-5426-1.18%
Silver $19:5931.1760-.4430-1.40%
Platinum $19:591588.00.500.03%
Palladium $19:59696.408.801.28%
R15715:165.35-.04-0.83%
R20415:166.03-.05-0.82%
R20715:166.30-.06-0.94%
Brent Crude20:00110.262.622.43%
Rand / Dollar19:598.47170.02360.28%
Rand / Pound19:5513.75850.06310.46%
Rand / Euro19:5511.23050.05720.51%
Rand / NZD19:587.0935-0.0016-0.02%
Rand / AUD19:558.90330.01250.14%
Yen / Dollar19:5984.42200.16200.19%
Euro / Dollar19:550.7543-0.0016-0.21%
Dollar / Euro19:591.32480.00240.18%
Pound / Dollar19:550.6143-0.0010-0.16%

Click here for the Sharenet Spot Price page
The JSE Today

 Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
19/12/201221912977425203,533,655R12,661,277,5491475171492513
18/12/201219314472409196,394,449R15,286,092,6031532501273678
14/12/201218714779413233,772,968R13,045,888,8831349461306962
13/12/201216919067426184,265,497R12,452,581,8111399051126741
12/12/201224310279424245,021,585R13,454,979,8171471161072734
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 ALERT  2202512.82.%19167
2 AQUARIUS  7317611.60.%368874
3 KAP  374298.41.%207837
4 CALGRO  555417.98.%1596976
5 NORTHAM  38102757.78.%1063809
6 DIPULA-B  850607.59.%880
7 CROOKES  60004007.14.%5335
8 TASTE  410205.13.%89500
9 ELBGROUP  31501505.00.%17885
10 BELL  24501104.70.%12368
11 JUBILEE  11454.59.%121417
12 BRIMST-N  1150504.55.%1525
13 ARCMITTAL  36001504.35.%948568
14 URONE  1900713.88.%83738
15 FAIRVEST  13553.85.%537000
16 ELLIES   740273.79.%1055188
17 PPC  35491293.77.%1603341
18 DAWN  684243.64.%35096
19 SANLAM  44511453.37.%3688495
20 LIFEHC  33251063.29.%3144845

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Major Moves Down
SharenameSaleMove% MoveVolume
1 WITSGOLD  1800-200-10.00.%2076
2 ARB  420-24-5.41.%46236
3 NICTUS  105-5-4.55.%35450
4 EMIRA  1413-67-4.53.%1502588
5 CITYLDG  10192-462-4.34.%10091
6 PAN-AF  240-10-4.00.%2801177
7 TRADEH  810-30-3.57.%12000
8 COAL  152-5-3.18.%587090
9 DELTA  630-19-2.93.%43366
10 HARMONY  6840-201-2.85.%1017162
11 DCENTRIX  370-10-2.63.%13500
12 SYCOM  2745-70-2.49.%41440
13 PRESCIENT  119-3-2.46.%25396
14 SEPHAKU  320-8-2.44.%500
15 BATS  43394-1071-2.41.%2527443
16 HULAMIN  325-8-2.40.%106986
17 CAPEVINH  610-15-2.40.%192564
18 BASREAD  1059-26-2.40.%28689
19 PIKWIK  1916-45-2.29.%170683
20 ESORFRANK  132-3-2.22.%146000

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New Highs
SharenameSaleHighMove% MoveVolume
1 KAP  374398298.41.%207837
2 NORTHAM  381038192757.78.%1063809
3 DIPULA-B  850850607.59.%880
4 BRIMST-N  11501150504.55.%1525
5 ELLIES   740750273.79.%1055188
6 PPC  354935901293.77.%1603341
7 SANLAM  445144511453.37.%3688495
8 VODACOM  12225123003753.16.%1783670
9 INVLTD  580558121703.02.%729948
10 DELPROP  875875252.94.%605000
11 BRAIT  381338791062.86.%161535
12 OLDMUTUAL  24872497642.64.%5003675
13 MTN  17319173504042.39.%5209988
14 METAIR  33003335351.07.%353923
15 BILLITON  29872301381870.63.%2078705
16 DISCOVERY  60306181300.50.%946447
17 BLUETEL  79881630.38.%176477
18 WBHO  15700157850.77274
19 ASPEN  1667716799-23-0.14.%746123

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New Lows
SharenameSaleLowMove% MoveVolume
1 NICTUS  105100-5-4.55.%35450
2 COAL  152149-5-3.18.%587090
3 DCENTRIX  370361-10-2.63.%13500

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Index Summary
Index NameRPMove% Move
Top 4034,724.00260.000.76%
Industrial46,675.00310.000.67%
Mid Cap54,872.00419.000.77%
Small Cap40,656.00-53.00-0.13%
Resource 2051,463.00281.000.55%
Industrial 2540,160.00280.000.70%
Financial 1511,022.00154.001.42%
Financial & Ind. 3043,747.00396.000.91%
All Share39,164.00285.000.74%
Oil & Gas 26,943.00-117.00-0.43%
Mining 33,467.00226.000.68%
Gold Mining2,217.00-13.00-0.59%
Platinum Mining55.001.003.20%
GENERAL MINING8,906.0052.000.59%
Oil & Gas Producers 14,487.00-62.00-0.43%
Basic Materials 28,717.00189.000.66%
Chemicals 16,386.0043.000.27%
Forestry & Paper 17,528.00-5.00-0.03%
Industrial Metals 28,449.00310.001.10%
Industrials 37,385.00331.000.90%
General Industrials 107.00.000.87%
Consumer Goods 41,131.00141.000.34%
Automobiles & Parts 7,472.0079.001.08%
Household Goods186.0011.04%
Health Care 54,828.00605.001.12%
Beverages 134.001.001.14%
Index NameRPMove% Move
Food Producers 70,577.00-236.00-0.33%
Personal Goods 673.005.000.77%
Consumer Services 82,757.00-30.00-0.04%
General Retailers 68,620.00296.000.43%
Travel & Leisure 4,683.00-56.00-1.18%
Media 117.00.00-0.02%
Support Services 2,257.002.000.11%
Telecommunications 83,504.002010.002.47%
Financials 29,424.00345.001.19%
Banks 52,696.00643.001.24%
Non-life Insurance 49,114.00194.000.40%
Life Insurance 25,650.00593.002.37%
General Financial 2,707.0044.001.66%
Technology 32,827.0092.000.28%
SHARIAH TOP40 3,422.00280.84%
FTSE/JSE SHARIAH ALL3,534.00290.84%
COAL MINING21,220.006543.18%
FTSE JSE Fledgling 5,785.0060.11%
FTSE/JSE Alt X 952.00-9-1.04%
SA LISTED PROPERTY 503.00-0.33%
CAPPED PROPERTY 410.00-0.18%
RESOURCE 28,367.001480.53%
DIVIDEND PLUS214.0021.39%
FTSE/JSE RAFI 407,978.00791.01%
Capped Top 4018,287.001380.76%
Capped All Share19,800.001450.74%
JSE TABACO 5,544.00-136-2.39%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
CFRCOMPAGNIE FIN RICHEMONTHOLD12/12/2012
SBKSTANDARD BANK GROUP LIMIT...HOLD12/12/2012
RMIRAND MERCH INS HLDGS LTDHOLD11/12/2012
MDCMEDICLINIC INTERNATIONALBUY11/12/2012
NTCNETCARE LIMITEDBUY11/12/2012
Results Expected**
ExpectedCompany NameFin. Date
20/12/2012MARSHALLSeptember 2012 (Final)
20/12/2012MARSHALL-September 2012 (Final)
20/12/2012PBTSeptember 2012 (Interim)
20/12/2012WOLTRU6.75September 2012 (Interim)
20/12/2012WOOLTRU 6%September 2012 (Interim)
Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
TELEMASTR18/12/201211/01/201321/01/2013R 0.0100
CULLINAN12/12/201227/12/201207/01/2013R 0.0100
AFPREFINV10/12/201227/12/201207/01/2013R 0.2606
NAMPAK 6%P06/12/201218/01/201328/01/2013R 0.0600
NAMPAK 6.506/12/201218/01/201328/01/2013R 0.0650
Ex Div**
Share NameDec-DateLDTPay-DateAmount
CROOKES27/11/201213/12/201224/12/2012R 0.8000
SALLIES-C16/11/201219/12/201202/01/2013R 0.5252
SECDATA29/11/201213/12/201224/12/2012R 0.2500
TRANSCAP29/11/201213/12/201224/12/2012R 0.0900
CLOVERPREF03/12/201219/12/201231/12/2012R 0.0608
Upcoming AGMs**
CodeCompany NameDateStatus
HWWHardware Warehouse Ltd.21/12/2012Confirmed
Stock Exchange News Service
DateTimeHeadline
19/12/201217:26EASTERN PLATINUM LIMITED - Holdings in Company
19/12/201217:13ASCENSION PROPERTIES LIMITED - Revised terms, financial effects and withdrawal o...
19/12/201217:00INVESTEC PLC - Director's Dealings
19/12/201217:00CHEMICAL SPECIALITIES LIMITED - Dealing in securities by a director
19/12/201216:49THE STANDARD BANK OF SA LTD - Interest rate announcement - SSN0008
19/12/201216:33N PLC - Notification of Transactions of Directors and Persons Discharging Manage...
19/12/201216:24Rmb Cis Manco (pty) Limited - Distribution Finalisation Announcement
19/12/201216:22RMB CIS MANCO (PTY) LIMITED - Distribution Finalisation Announcement
19/12/201216:20RMB CIS MANCO (PTY) LIMITED - Distribution Finalisation Announcement
19/12/201216:00AH-VEST LIMITED - Trading Statement
19/12/201216:00BRITISH AMERICAN TOBACCO PLC - Dealings in securities by Director, person discha...
19/12/201216:00ABSA GROUP LIMITED - Non-Executive Director stepping down from ABSA Boards of Di...
19/12/201215:55CAPITAL SHOPPING CENTRES GROUP PLC - Director Dealings
19/12/201215:30FIRSTRAND BANK LIMITED - Interest Rate Reset FRC78 FRC79 FRC82 FRC95 FRC98 FRC11...
19/12/201215:20NAMPAK LIMITED - Settlement and allottment of shares to a director, director of ...
19/12/201215:15NAMPAK LIMITED - Allottment of dividend shares to director, company secretary an...
19/12/201215:10N PLC - Regulatory release - Lonmin Plc Update on Amended Bank Debt Facilities
19/12/201215:00E INDUSTRIES LIMITED - Condensed unaudited results for the six months ended 30 S...
19/12/201214:37GE MAIN REEF LIMITED - Fatal accident at Buffelsfontein Gold Mine
19/12/201214:30MAURITIUS COMMERCIAL BANK LIMITED - New Instrument Listing - MCB4M MCB5M
19/12/201214:02INVESTEC BANK LIMITED - STXIHC- Announcement
19/12/201213:59GOLD FIELDS LIMITED - Dealings in Securities by director of a major subsidiary
19/12/201213:15AFRICAN BANK LIMITED - Interest Rate Reset - ABL8B
19/12/201212:15THE STANDARD BANK OF SA LTD - Interest Rate Announcement - CLN266 / CLN267
19/12/201212:08THE STANDARD BANK OF SA LTD - Interest Rate Announcement
19/12/201211:53TRANSACTION CAPITAL LIMITED - Dealing in securities by a director
19/12/201210:40KEATON ENERGY HOLDINGS LIMITED - Dealings in securites
19/12/201210:39KEATON ENERGY HOLDINGS LIMITED - CANCELLATION OF S326935 Dealings in securities
19/12/201210:23DORBYL LIMITED - Change in directorate
19/12/201210:16M & S HOLDINGS LIMITED - No change statement
19/12/201210:00DIPULA INCOME FUND LTD - No change statement and notice of annual general meetin...
19/12/201209:55AFRICAN BANK LIMITED - Interest Rate Reset - ABL10B
19/12/201209:00FERRUM CRESCENT LIMITED - Ferrum - operational summary for 2012
19/12/201209:00AFRICAN EAGLE RESOURCES PLC - Miyabi Gold Project Pending Results from 2nd Phas...
19/12/201209:00PAN AFRICAN RESOURCES PLC - Admission of Nil Paid Rights and listing of and trad...
19/12/201208:30NEW GOLD ISSUER LIMITED - Listing of additional NewGold debentures
19/12/201208:30MERAFE RESOURCES LIMITED - First quarter 2013 ferrochrome price announcement
19/12/201208:30FIRSTRAND LIMITED - Appointment Of Director
19/12/201207:23FERRUM CRESCENT LIMITED - Change in director's holdings announcement in terms of...
19/12/201207:22N PLC - Annual Report and 2013 Annual General Meeting
19/12/201207:05BHP BILLITON PLC - Notice of Change of Interests - A Calderon
19/12/201207:05KEATON ENERGY HOLDINGS LIMITED - Dealings in securities
19/12/201207:05BHP BILLITON PLC - Notice of Change in Interests - G Kerr
19/12/201207:05AFRIMAT LIMITED - Renewal of cautionary announcement

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