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 The Sharenet Daily 
Monday, 01 August 2016 - 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)

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Todays Sharenet VIEWS
Willem le Roux & Ian Stiglingh
ALSO SEE PART-ONE:áJSE headline P/E highly misleadingáPart 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 &áBTI) 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
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

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 (˘AGM÷) 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 CapitalĂs Chief Financial Officer in addition to heading the. . .  Full story

South OceanĂs 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%
FTSE 10017:096705.76-18.67-0.28%
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%
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
* 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%
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,
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%
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
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
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
01/08/201609:24FIRSTRAND 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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