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The Sharenet Daily 
Monday, 01 August 2016 - 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
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Todays Sharenet VIEWS
Willem le Roux & Ian Stiglingh
ALSO SEE PART-ONE: JSE headline P/E highly misleading Part ONE This is the second part of an analysis that examines the misleading message currently being imparted by the JSE TOP40’s headline Price/Earnings (P/E) ratio. The chart below shows the Top 40 total return (including reinvested dividends) together with the total return of the Big-5 (NPN, SAB, CFR, BIL & BTI) and the total return of the Top 40 index excluding the Big-5 shares (weighted according to their free float adjusted...  Full story
Top News
[IMAGE]
Local markets On Monday, gains across sectors led by gold mining shares helped to boost the JSE All Share 0.62% by close of day.  Full story
[IMAGE]
Shares in South Africa's Nedbank jumped 7 percent on Monday after the lender reported rises in income from interest, fees and commissions and its associate Ecobank returned to profit in the first half of the year. Nedbank, a unit of Anglo-South African financial conglomerate Old Mu  Full story
A Russian military helicopter was shot down in Syria's rebel-held Idlib province on Monday killing all five people on board, in the biggest officially acknowledged loss of life for Russian forces since they started operations in Syria.  Full story
A Taliban truck bomb exploded outside a protected hotel compound used by foreign service contractors in Kabul on Monday, ripping a deep crater in the ground and leaving a tangle of wreckage but causing few casualties.  Full story
U.S. planes bombed Islamic State targets in Libya on Monday, responding to the U.N.-backed government's request to help push the militants from their former stronghold in the city of Sirte.  Full story
 
SA Business
South Africa's new vehicle sales fell 17 percent year-on-year to 44,883 units in July, data from the trade and industry department. . .  Full story
Mid-tier South African platinum producer Royal Bafokeng Platinum (RBPlat) reported a swing back into interim profit on Monday and is eyeing. . .  Full story
South Africa's PPC shareholders on Monday overwhelmingly approved the company's proposal to raise up to 4 billion rand ($289 million) in. . .  Full story
Production at South Africa's oil refineries has continued despite an indefinite strike by workers demanding higher wages, the petroleum association said. . .  Full story
South Africa's rand held its ground against the dollar early on Monday, after a larger-than-expected June trade surplus pushed the currency to its firmest in more than eight months in the previous session. * At 0645 GMT, rand. . .  Full story
A metal sculpture overlooks the ocean on South Africa's southern coast, showing Nelson Mandela with his fist triumphantly thrust into the air and a sweeping line of diverse figures waiting to vote.. . .  Full story
Company News
Shareholders are advised that at the general meeting of MiX shareholders, held on Monday, 1 August 2016, all of the resolutions. . .  Full story
Investors are advised that the Barclays Africa Group and Absa unaudited condensed consolidated interim financial results for the six months ended. . .  Full story
Shareholders are advised that at the annual general meeting (ôAGMö) of Acsion held at the Acsion offices on Friday, 29 July. . .  Full story
Since January 2014, Mark Herskovits has fulfilled a dual role as Transaction CapitalÆs Chief Financial Officer in addition to heading the. . .  Full story
South OceanÆs headline earnings per share for the six months ended 30th June 2016 is expected to be between 8.6 cents. . .  Full story
PPC shareholders (Shareholders) are referred to the announcement released on the Stock Exchange News Service of the JSE Ltd on 1. . .  Full story
Further to the announcement released on SENS on 13 April 2016 regarding the appointment of Didier Oesch as acting company secretary. . .  Full story
Shareholders are hereby advised that the company has entered into an agreement to acquire the entire issued share capital of Streamfoods. . .  Full story
Company Results
Revenue for the interim period increased by 15.8% to R1 646.9 billion (2015: R1 422.6 billion. Gross profit soared to R188. . .  Full story
Revenue for the interim period grew to R2.4 billion (R2.2 billion). Earnings before interest, taxation, depreciation and impairment lowered to R256.6. . .  Full story
Net interest income rose to R13 billion (R11.7 billion). Profit from operations jumped to R8 billion (R6.9 billion). Profit attributable to. . .  Full story
Net interest income rose by 10.3% to R12.111 billion (2015: R10.981 billion). Profit from operations grew by 21.3% to R6.699 billion. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0053126.80329.220.62%
JSE Top 4017:0046149.80233.320.51%
JSE Gold17:002840.2555.141.98%
JSE Financial17:0042414.82707.501.70%
JSE Industrial17:0078400.6267.950.09%
JSE Indust 2517:0070308.04-3.57-0.01%
JSE Resource17:0031640.18326.611.04%
DJ Futures19:3818318.00-44.00-0.24%
DJ Ind19:5218382.87-49.37-0.27%
SP 50019:522169.11-4.49-0.21%
Nasdaq19:525178.7616.630.32%
FTSE 10017:096705.76-18.67-0.28%
DAX18:0810330.52-6.98-0.07%
CAC4018:084409.17-30.64-0.69%
Nikkei08:2816635.7766.500.40%
Shanghai09:282953.39-25.95-0.87%
Hang-Seng10:2822129.14237.771.09%
All Ords08:375670.1026.100.46%
NZSE 5007:487356.638.500.12%
NameTimeRPMove% Move
Gold $19:591352.481.530.11%
Gold R19:5918798.53-11.11-0.06%
Gold R/kg19:58604123-607-0.10%
Silver $19:5920.42300.10400.51%
Platinum $19:591157.4016.951.49%
Palladium $19:59716.576.070.85%
R18617:408.63-0.03-0.29%
R20416:587.750.020.26%
R20717:137.960.010.13%
Brent Crude19:4242.08-0.62-1.45%
USD / ZAR19:5913.8993-0.0298-0.21%
GBP / ZAR19:5518.3136-0.0253-0.14%
EUR/ ZAR19:5515.52470.00480.03%
NZD/ ZAR19:599.9973-0.0479-0.48%
AUD / ZAR19:5510.5196-0.0399-0.38%
USD / JPY19:59102.38400.33900.33%
EUR / USD19:591.1168-0.0007-0.06%
GBP / USD19:591.3199-0.0031-0.23%

Click here for the Sharenet Spot Price page
The JSE Today

 Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
01/08/201620014167408308,742,619R26,146,263,186319416185457
29/07/201613520959403273,025,676R21,834,467,7322246392113156
28/07/201612922953411322,746,505R25,062,708,210275326189264
27/07/201616417258394263,919,327R21,899,749,8712607632057884
26/07/201623410565404249,816,557R18,264,758,6522384571903789
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 E-MEDIA-N  6006712.57.%18775
2 AFRIMAT  228525212.40.%174712
3 JASCO  1101010.00.%134740
4 HOSP-B  345309.52.%450022
5 KUMBAIO  145369857.27.%853250
6 NEDCOR  2123013306.68.%3835157
7 MONTAUK  16001006.67.%20483
8 NET1UEPS  145007835.71.%320
9 CONDUIT  260135.26.%1486126
10 MIXTEL  300155.26.%812380
11 SANLAM  68753355.12.%7897597
12 ASSORE  194009034.88.%86385
13 DELTA  11554.55.%35300
14 BIDCORP  2704911474.43.%942703
15 GRANPRADE  360154.35.%218918
16 COMAIR  312124.00.%3332
17 NUWORLD  26001004.00.%28536
18 STANBANK  144075523.98.%9031488
19 PALLINGHT  320123.90.%95516
20 ALEXANDER  650243.83.%711179

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Major Moves Down
SharenameSaleMove% MoveVolume
1 ASCENDISN  129-26-16.77.%1613420
2 TRUSTCO  340-42-10.99.%82591
3 DIAMONDCP  116-14-10.77.%15000
4 ELBGROUP  1800-200-10.00.%3015
5 RENERGEN  1300-110-7.80.%33508
6 DAWN  275-20-6.78.%101208
7 YORK  250-18-6.72.%700
8 CAPREG  1056-67-5.97.%2366
9 ALTRON  567-32-5.34.%37274
10 NEWPARK  575-25-4.17.%607
11 HULAMIN  558-24-4.12.%394801
12 AVENG  382-16-4.02.%417698
13 BLACKSTAR  820-34-3.98.%7366
14 ADCOCK  4601-185-3.87.%293189
15 SEREIT  2200-80-3.51.%175433
16 ALTRON-P  549-19-3.35.%93053
17 RAUBEX  1851-59-3.09.%420676
18 BRIMSTON  1349-41-2.95.%2676
19 RHODES  2525-75-2.88.%14365
20 CAPCO  5210-150-2.80.%1075728

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New Highs
SharenameSaleHighMove% MoveVolume
1 JASCO  1101101010.00.%134740
2 HOSP-B  345350309.52.%450022
3 KUMBAIO  14536145369857.27.%853250
4 CASHBIL  391253912514253.78.%24119
5 IMPLATS  631863912183.57.%3593696
6 ANGLOPLAT  453054650113052.97.%881514
7 SHPCB  12000001200000200001.69.%145
8 ETFPLD  989298351391.43.%30515
9 BIDVEST  16166169042161.35.%3965722
10 ADVTECH  15381538110.72.%640087
11 EQUITES  14501521-10-0.68.%1482

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New Lows
SharenameSaleLowMove% MoveVolume
1 NEWPARK  575575-25-4.17.%607
2 TORRE  183183-5-2.66.%138600

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Index Summary
Index NameRPMove% Move
Top 4046,149.80233.320.51%
Industrial78,400.6267.950.09%
Mid Cap81,807.271038.561.29%
Small Cap61,020.23248.960.41%
Resource 2031,640.18326.611.04%
Industrial 2570,308.04-3.57-0.01%
Financial 1515,433.46328.922.18%
Financial & Ind. 3073,056.42338.230.47%
All Share53,126.80329.220.62%
Oil & Gas 7,195.69.000.00%
Mining 24,203.32402.411.69%
Gold Mining2,840.2555.141.98%
Platinum Mining30.14.682.31%
GENERAL MINING5,533.4879.751.46%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 22,652.24238.401.06%
Chemicals 18,937.14-182.99-0.96%
Forestry & Paper 49,725.14-20.41-0.04%
Industrial Metals 10,795.05731.507.27%
Industrials 48,241.01250.150.52%
General Industrials 187.04-.14-0.07%
Consumer Goods 72,999.9171.270.10%
Automobiles & Parts 4,565.15-76.99-1.66%
Household Goods604.3420.33%
Health Care 10,100.0914.490.14%
Beverages 276.111.640.60%
Index NameRPMove% Move
Food Producers 9,997.13193.071.97%
Personal Goods 834.47-12.38-1.46%
Consumer Services 18,579.8337.310.20%
General Retailers 8,265.0586.941.06%
Travel & Leisure 6,217.5413.350.22%
Media 472.21-2.19-0.46%
Support Services 2,090.0270.163.47%
Telecommunications 7,628.50-76.97-1.00%
Financials 42,414.82707.501.70%
Banks 7,278.02253.853.61%
Non-life Insurance 58,994.58-472.16-0.79%
Life Insurance 39,576.65960.282.49%
General Financial 3,971.17-13.37-0.34%
Technology 54,242.36156.240.29%
SHARIAH TOP40 3,110.80130.42%
FTSE/JSE SHARIAH ALL3,541.16260.74%
COAL MINING10,617.811251.19%
FTSE JSE Fledgling 7,318.02-20-0.27%
FTSE/JSE Alt X 1,458.99-17-1.12%
SA LISTED PROPERTY 671.031.850.28%
CAPPED PROPERTY 558.990.06%
RESOURCE 18,074.181901.06%
DIVIDEND PLUS210.8731.53%
FTSE/JSE RAFI 409,780.321091.13%
Capped Top 4024,701.921420.58%
Capped All Share27,186.781800.67%
JSE TABACO 11,257.63-15-0.14%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
REMREMGRO LIMITEDHOLD01/08/2016
NEDNEDBANK GROUP LTDHOLD29/07/2016
BATBRAIT S EBUY29/07/2016
SBKSTANDARD BANK GROUP LIMIT...SELL29/07/2016
RESRESILIENT PROPERTY INCOME...SELL29/07/2016
Results Expected**
ExpectedCompany NameFin. Date
02/08/2016SACOVENMarch 2016 (Final)
04/08/2016MONDILTDJune 2016 (Interim)
04/08/2016MONDILTDPJune 2016 (Interim)
04/08/2016MONDIPLCJune 2016 (Interim)
04/08/2016MONDIPLCPJune 2016 (Interim)
Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
SABVEST-N29/07/1616/08/1622/08/16ZAR 0.2300
LIB-HOLD29/07/1630/08/1605/09/16ZAR 2.7600
SERE29/07/1616/08/1607/09/16EUR 0.0080
ABSABANK-P29/07/1606/09/1612/09/16ZAR 36.9658
SABVEST29/07/1616/08/1622/08/16ZAR 0.2300
Ex Div**
Share NameDec-DateLDTPay-DateAmount
PERGRIN08/06/1601/08/1608/08/16ZAR 1.5500
SABMILLER18/05/1601/08/1612/08/16USD 0.9375
INVICTA14/06/1626/07/1601/08/16ZAR 0.7528
INVLTD19/05/1626/07/1610/08/16GBP 0.1150
INVPLC19/05/1626/07/1610/08/16GBP 0.1150
Upcoming AGMs**
CodeCompany NameDateStatus
HSPHoldsport Ltd.01/08/2016Confirmed
INLCP1Investec Ltd.04/08/2016Confirmed
INLInvestec Ltd.04/08/2016Confirmed
INLCP2Investec Ltd.04/08/2016Confirmed
INL-PInvestec Ltd.04/08/2016Confirmed
Stock Exchange News Service
DateTimeHeadline
01/08/201617:45MIX TELEMATICS LIMITED - Results of general meeting
01/08/201617:40VUKILE PROPERTY FUND LIMITED - Full Capital Redemption VKC14
01/08/201617:25ABSA BANK LIMITED - BAGL/ BIABS - Availability: Unaudited Condensed Consolidated...
01/08/201617:25PSG GROUP LIMITED - Dealing In PSG Shares By An Associate Of Directors
01/08/201617:24ACSION LIMITED - Results of annual general meeting
01/08/201617:00TRANSACTION CAPITAL LIMITED - Change in Executive Roles, Appointment of Director...
01/08/201616:54HOLDSPORT LIMITED - Results of annual general meeting
01/08/201616:37RAUBEX GROUP LIMITED - No Change Statement and Notice of Annual General Meeting
01/08/201616:15SOUTH OCEAN HOLDINGS LIMITED - Trading Statement
01/08/201616:00OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - Rank Group plc
01/08/201616:00SUPERDRIVE INVESTMENTS (RF) LIMITED - Publication of quarterly report
01/08/201615:14PPC LIMITED - Results of General Meeting
01/08/201615:14NEWPARK REIT LIMITED - Dealing in securities by an associate of a director of Ne...
01/08/201615:04CONSOLIDATED INFRASTRUCTURE GRP LTD - Dealings in securities by an associate of ...
01/08/201615:00THE SPAR GROUP LIMITED - Dealings in Securities by The SPAR Group Limited Employ...
01/08/201615:00BRITISH AMERICAN TOBACCO PLC - Voting Rights and Capital
01/08/201614:45VUNANI LIMITED - Declaration of capitalisation share issue award and cash divide...
01/08/201614:30INTU PROPERTIES PLC - Notification of Major Interest in Shares
01/08/201614:10SOVEREIGN FOOD INVESTMENTS LIMITED - Extension of date for fulfilment or waiver ...
01/08/201614:02DEUTSCHE BANK AG LONDON - DBGAN2 Expiry
01/08/201614:00ANGLO AMERICAN PLC - Total voting rights
01/08/201614:00OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - Deutsche Boerse...
01/08/201613:52VUNANI LIMITED - Distribution of Integrated Annual Report, no change statement a...
01/08/201613:20OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - RPC Group Plc
01/08/201613:06SOUTH AFRICAN COAL MINING HLDGS LIMITED - Reviewed provisional group for the yea...
01/08/201613:00OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - 888 Holdings Pl...
01/08/201612:49ADVTECH LIMITED - Appointment of Company Secretary
01/08/201611:20CAPITEC BANK LIMITED - Interest Rate Reset Announcement - CBL13
01/08/201611:00SABMILLER PLC - Total Voting Rights and Share Capital
01/08/201610:56REDINK RENTAL (RF) LIMITED - Publication of Quarterly Report - RED201
01/08/201610:44PIONEER FOOD GROUP LIMITED - Voluntary announcement - Pioneer Foods acquires Str...
01/08/201610:01HARCOURT STREET 1 (RF) LIMITED - New Financial Listing - HC1M2
01/08/201610:00TRADEHOLD LIMITED - Director's Dealings in Securities by Executive Director
01/08/201610:00HOSPITALITY PROPERTY FUND LIMITED - Trading statement
01/08/201609:45CORESHARES INDEX TRACKER MANAGERS (RF) PROPRIETARY LIMITED - Listing of 150 000 ...
01/08/201609:24FIRSTRAND LIMITED - Dividend declaration of 394.72338cents per variable rate non...
01/08/201609:10SOVEREIGN FOOD INVESTMENTS LIMITED - Notice of an acquisition of a beneficial in...
01/08/201609:04AFRICA ETF ISSUER (RF) LIMITED - Redemption of Africapalladium Debentures
01/08/201609:00BRITISH AMERICAN TOBACCO PLC - Notification in accordance with listing rule 9.6....
01/08/201609:00ABSA BANK LIMITED - NEWGBP - Listing of additional NewWave GBP Exchange Traded N...
01/08/201609:00SABMILLER PLC - Rule 2.10 announcement
01/08/201609:00PSG KONSULT LIMITED - Dealings In Securities By A Director Of A Major Subsidiary
01/08/201608:02OLD MUTUAL PLC - Nedbank Group Condensed Consolidated Interim Financial Results...
01/08/201608:01GROUP FIVE LIMITED - Trading statement
01/08/201608:01NEDBANK LIMITED - Condensed consolidated interim financial results for the six m...
01/08/201608:00NEDBANK GROUP LIMITED - Condensed consolidated interim financial results for the...
01/08/201608:00EPE CAPITAL PARTNERS LIMITED - Results announcement
01/08/201608:00LONMIN PLC - 2016 Q3 Production Report and Business update
01/08/201607:30MERAFE RESOURCES LIMITED - Condensed Consolidated Interim Financial Statements f...
01/08/201607:05ROYAL BAFOKENG PLATINUM LIMITED - Condensed Consolidated Interim Results for the...

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