Thursday, 18 August 2016 - 20:00
Charts
Todays Sharenet VIEWS Moxima Gama & Ian Stiglingh Technical Analysis by Moxima Gama
Trading Update Commentary by Ian Stiglingh
Naspers Trading Commentary
Naspers closed 4.4% firmer yesterday following a second quarter update by Hong Kong based Tencent Holdings that trumped analyst’s predictions. Naspers holds a significant stake in Tencent and combined with its other listed investments is trading at over a 10% discount to the sum of the parts. Add its businesses in South Africa (DSTV, Takealot, etc.) and you are starting to wonder if... Full storyCapital International and Sharenet With the headlines in the UK of Brexit, we have recently been through one of those phases where words simply drop from the headlines and China has been very quiet in recent months. However, that is not to say that things have been dramatically improving in the economy and we remain concerned longer term. As always timing is impossible to predict, but last summer’s equity market wobble was largely caused by Chinese GDP fears. In a recently published report, Moody’s estimate that the... Full story
Top News
Local markets
The JSE All Share finished 1.30% up on Thursday, with 2.26% gains in resource shares leading the upward trend. Full story
South African clothing retailer Truworths International reported a 12 percent increase in full-year profit on Thursday, boosted by cash sales at its British unit Office Holdings, but falling short of estimates. * Group retail sales for the 52-week period ended 26 June2016 increased by 46.1 pe Full story |
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A Qatar Airways aircraft made an emergency landing at Istanbul's Ataturk airport on Thursday because of a suspected bird strike shortly after take off, according to a spokeswoman for the airline. Full storySyrian government warplanes bombed Kurdish-held areas of the northeastern city of Hasaka on Thursday for the first time in the five-year-old civil war, the Syrian Kurdish YPG militia and a monitoring group said. Full storyHis face bloodied and completely covered in dust, the little boy sits quietly, staring ahead, dazed and shocked after an apparent air strike in the Syrian city of Aleppo. Full story |
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SA Business | South Africa's rand recouped the previous sessions losses as expectations for a September U.S rate hike subsided, and as traders looked on to a string of local and global economic data due later in the session. *. . . Full story | | South African diversified miner Exxaro Resources posts a slight increase in earnings, with higher sales offsetting production losses from mine closures, the company said on Thursday. * Diluted headline earnings per share for continuingoperations for the six months. . . Full story |
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| A South African court has
ordered the government to increase the tariff on wheat imports
by 30 percent, the country's largest grain producer body said on
Thursday, a measure that should have been implemented weeks ago.. . . Full story | | A mayor from South Africa's
main opposition party took office in a major urban centre on
Thursday, unseating the African National Congress (ANC) as the
ruling party paid the price for its worst countrywide election
result since apartheid ended.. . . Full story |
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Company News | Shareholders are referred to the announcements released on SENS wherein shareholders were advised that MiX had undertaken a specific repurchase of. . . Full story | | Shareholders are advised that the Joint Business Rescue Practitioners have prepared a business rescue update report for August 2016 to the. . . Full story | | Shareholders are accordingly advised that the companyÆs earnings per share (ôEPSö) and headline earnings per share (ôHEPSö) are expected to be. . . Full story | | In terms of section 7.2 of the Debt Listings Requirements of the JSE Ltd., investors are advised that the Exxaro reviewed. . . Full story |
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| CSG shareholders (ôShareholdersö) are advised that the company has entered into negotiations regarding a potential acquisition (ôAcquisitionö), which if successfully concluded. . . Full story | | Please note that pursuant to the provisions of sections 144, 145, and 146 of the Companies Act, 71 of 2008 as. . . Full story | | Shareholders are advised that RCL Foods expects that its headline earnings per share from continuing operations (ôHEPSö) for the year ended. . . Full story | | Shareholders are advised of the following changes to the board of directors of Sephaku Holdings (ôthe Boardö):
Retirement of independent non-executive. . . Full story |
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Company Results | Revenue for the year ended 30 June 2016 increased to R18.334 billion (2015: R15.435 billion). Gross profit turned around to R2.548. . . Full story | | Revenue for the year was recorded at R1.797 billion (2015: R1.812 billion). Operating profit lowered to R1.118 billion (2015: R1.145 billion).. . . Full story | | Revenue for the interim period grew by 153% to R202.3 million (2015: R80.1 million). Operating profit was up by 163% to. . . Full story | | Chrome ore revenue jumped to R78.7 million (R40.9 million). Gross profit shot up to R49.6 million (R25.4 million). Loss attributable to. . . Full story |
World Markets (Spot Prices)
Name | Time | RP | Move | % Move | JSE Overall | 17:00 | 52989.66 | 679.96 | 1.30% | JSE Top 40 | 17:00 | 46063.63 | 676.85 | 1.49% | JSE Gold | 17:00 | 2606.01 | 28.98 | 1.12% | JSE Financial | 17:00 | 42327.45 | 781.40 | 1.88% | JSE Industrial | 17:00 | 77995.58 | 641.91 | 0.83% | JSE Indust 25 | 17:00 | 69767.20 | 579.80 | 0.84% | JSE Resource | 17:00 | 31944.43 | 704.86 | 2.26% | DJ Futures | 18:28 | 18537.00 | -13.00 | -0.07% | DJ Ind | 19:58 | 18565.24 | -8.70 | -0.05% | SP 500 | 19:58 | 2184.12 | 1.90 | 0.09% | Nasdaq | 19:58 | 5238.11 | 9.45 | 0.18% | FTSE 100 | 17:13 | 6871.23 | 12.08 | 0.18% | DAX | 18:08 | 10603.03 | 65.36 | 0.62% | CAC40 | 18:08 | 4437.06 | 19.38 | 0.44% | Nikkei | 08:32 | 16486.01 | -259.63 | -1.55% | Shanghai | 09:28 | 3104.11 | -5.44 | -0.17% | Hang-Seng | 10:30 | 23023.16 | 223.38 | 0.98% | All Ords | 08:38 | 5607.30 | -20.80 | -0.37% | NZSE 50 | 09:02 | 7385.12 | 30.10 | 0.41% |
| | Name | Time | RP | Move | % Move | Gold $ | 19:58 | 1351.53 | 3.63 | 0.27% | Gold R | 19:57 | 18060.20 | 30.01 | 0.17% | Gold R/kg | 19:55 | 579853 | 183 | 0.03% | Silver $ | 19:58 | 19.7560 | 0.1090 | 0.55% | Platinum $ | 19:58 | 1123.00 | 9.00 | 0.81% | Palladium $ | 19:57 | 711.76 | 20.26 | 2.93% | R186 | 16:59 | 8.41 | -0.04 | -0.47% | R204 | 16:59 | 7.58 | -0.04 | -0.52% | R207 | 16:59 | 7.75 | -0.04 | -0.58% | Brent Crude | 19:32 | 50.77 | 1.54 | 3.13% | USD / ZAR | 19:58 | 13.3610 | -0.0260 | -0.19% | GBP / ZAR | 18:45 | 17.5557 | 0.1376 | 0.79% | EUR/ ZAR | 19:35 | 15.1466 | 0.0401 | 0.27% | NZD/ ZAR | 19:57 | 9.7376 | 0.0325 | 0.33% | AUD / ZAR | 19:35 | 10.2674 | 0.0159 | 0.16% | USD / JPY | 19:58 | 99.8560 | -0.3710 | -0.37% | EUR / USD | 19:58 | 1.1344 | 0.0055 | 0.49% | GBP / USD | 19:58 | 1.3141 | 0.0102 | 0.78% |
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Click here for the Sharenet Spot Price page
The JSE Today
Trading Statistics
Date | Adv. | Decl. | Unch. | Actives | Volume | Value | Trades | Orders |
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18/08/2016 | 225 | 116 | 55 | 396 | 221,587,157 | R20,367,551,431 | 249544 | 2103732 | 17/08/2016 | 120 | 226 | 50 | 396 | 293,875,964 | R28,220,514,649 | 383435 | 2463055 | 16/08/2016 | 162 | 195 | 60 | 417 | 308,059,909 | R25,322,064,184 | 300239 | 2439071 | 15/08/2016 | 122 | 218 | 59 | 399 | 232,294,100 | R18,818,125,293 | 209261 | 1570102 | 12/08/2016 | 233 | 124 | 45 | 402 | 271,599,208 | R20,545,953,960 | 258417 | 2118762 |
* Includes all listed instruments on the JSE
Index Summary Index Name | RP | Move | % Move | Top 40 | 46,063.63 | 676.85 | 1.49% | Industrial | 77,995.58 | 641.91 | 0.83% | Mid Cap | 81,124.99 | 379.30 | 0.47% | Small Cap | 61,505.15 | 172.40 | 0.28% | Resource 20 | 31,944.43 | 704.86 | 2.26% | Industrial 25 | 69,767.20 | 579.80 | 0.84% | Financial 15 | 15,495.61 | 348.64 | 2.30% | Financial & Ind. 30 | 72,723.49 | 970.95 | 1.35% | All Share | 52,989.66 | 679.96 | 1.30% | Oil & Gas | 7,195.69 | .00 | 0.00% | Mining | 24,222.39 | 552.86 | 2.34% | Gold Mining | 2,606.01 | 28.98 | 1.12% | Platinum Mining | 29.84 | .62 | 2.12% | GENERAL MINING | 5,764.86 | 163.66 | 2.92% | Oil & Gas Producers | 38,689.88 | .00 | 0.00% | Basic Materials | 22,763.31 | 466.87 | 2.09% | Chemicals | 19,674.80 | 365.27 | 1.89% | Forestry & Paper | 49,061.24 | 563.95 | 1.16% | Industrial Metals | 10,248.47 | -129.22 | -1.25% | Industrials | 49,057.26 | 475.93 | 0.98% | General Industrials | 190.40 | 1.55 | 0.82% | Consumer Goods | 71,296.02 | 480.29 | 0.68% | Automobiles & Parts | 4,415.69 | -169.84 | -3.70% | Household Goods | 632.82 | 12 | 1.89% | Health Care | 10,003.12 | 90.43 | 0.91% | Beverages | 261.38 | .76 | 0.29% |
| | Index Name | RP | Move | % Move | Food Producers | 9,867.56 | 73.24 | 0.75% | Personal Goods | 836.86 | 12.58 | 1.53% | Consumer Services | 19,095.68 | 247.06 | 1.31% | General Retailers | 8,191.30 | -129.75 | -1.56% | Travel & Leisure | 6,760.77 | 62.93 | 0.94% | Media | 493.41 | 8.20 | 1.69% | Support Services | 1,978.43 | -1.30 | -0.07% | Telecommunications | 7,087.21 | -64.01 | -0.90% | Financials | 42,327.45 | 781.40 | 1.88% | Banks | 7,522.61 | 300.11 | 4.16% | Non-life Insurance | 56,531.69 | 68.91 | 0.12% | Life Insurance | 37,939.52 | 179.89 | 0.48% | General Financial | 4,007.69 | 62.04 | 1.57% | Technology | 54,239.49 | 324.06 | 0.60% | SHARIAH TOP40 | 3,161.93 | 57 | 1.83% | FTSE/JSE SHARIAH ALL | 3,581.85 | 56 | 1.60% | COAL MINING | 10,297.98 | -44 | -0.43% | FTSE JSE Fledgling | 7,375.19 | 11 | 0.14% | FTSE/JSE Alt X | 1,423.02 | 6 | 0.45% | SA LISTED PROPERTY | 664.60 | 4.82 | 0.73% | CAPPED PROPERTY | 552.28 | | 0.82% | RESOURCE | 18,162.80 | 373 | 2.09% | DIVIDEND PLUS | 212.94 | 2 | 0.98% | FTSE/JSE RAFI 40 | 9,727.85 | 180 | 1.88% | Capped Top 40 | 24,645.02 | 375 | 1.55% | Capped All Share | 27,105.84 | 351 | 1.31% | JSE TABACO | 10,817.81 | -65 | -0.60% |
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Click here for the Sharenet Index Summary page
Latest Consensus Changes** Code | Company Name | Status | Updated | SBK | STANDARD BANK GROUP LIMIT... | SELL | 18/08/2016 | NPN | NASPERS LIMITED | BUY | 18/08/2016 | KAP | KAP INDUSTRIAL HLDGS | BUY | 18/08/2016 | BGA | BARCLAYS AFRICA GRP LTD | HOLD | 18/08/2016 | FSR | FIRSTRAND LIMITED | HOLD | 17/08/2016 |
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Results Expected** Expected | Company Name | Fin. Date | 19/08/2016 | DEFCAP | June 2016 (Final) | 19/08/2016 | DISTELL | June 2016 (Final) | 19/08/2016 | RESGEN | June 2016 (Final) | 19/08/2016 | SHOPCONV | June 2016 (Final) | 19/08/2016 | SHOPRIT | June 2016 (Final) |
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Recent Dividends** Share Name | Dec-Date | LDT | Pay-Date | Amount | EMIRA | 17/08/16 | 06/09/16 | 12/09/16 | ZAR 0.7576 | HARMONY | 17/08/16 | 13/09/16 | 19/09/16 | ZAR 0.5000 | ANCHOR | 17/08/16 | 30/08/16 | 05/09/16 | ZAR 0.1700 | BHPBILL | 16/08/16 | 30/08/16 | 20/09/16 | USD 0.1400 | ARROWA | 16/08/16 | 30/08/16 | 05/09/16 | ZAR 0.2088 |
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Ex Div** Share Name | Dec-Date | LDT | Pay-Date | Amount | IMPL CONV | 19/07/16 | 16/08/16 | 22/08/16 | ZAR 250.0000 | BATS | 28/07/16 | 16/08/16 | 28/09/16 | GBP 0.5130 | SABVEST | 29/07/16 | 16/08/16 | 22/08/16 | ZAR 0.2300 | SABVEST-N | 29/07/16 | 16/08/16 | 22/08/16 | ZAR 0.2300 | MONDIPLC | 04/08/16 | 16/08/16 | 13/09/16 | EUR 0.1881 |
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Upcoming AGMs** Code | Company Name | Date | Status | ART | Argent Industrial Ltd. | 19/08/2016 | Unconfirmed | TKG | Telkom SA SOC Ltd. | 24/08/2016 | Confirmed | TKGA | Telkom SA SOC Ltd. | 24/08/2016 | Confirmed | TKGB | Telkom SA SOC Ltd. | 24/08/2016 | Confirmed | GDN | Gooderson Leisure Corporation Ltd. | 24/08/2016 | Confirmed |
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