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 The Sharenet Daily 
Wednesday, 19 October 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
Ian Stiglingh
South Africaĺs next round of credit rating reviews is drawing nearer. Despite efforts to show a united front, the constant mix of political surprises and agendas poses a threat to the countryĺs investment grade status. If South Africa were to face a downgrade to junk status, where can investors hide in the banking sector (if at all)?  Full story

Seed Investments
An important part of Seedĺs multi management process is performing monthly asset class valuations using our in-house quantitative models. This process covers all of the local and global asset classes that are suitable for inclusion in our multi asset class funds and model portfolios.  Full story

Top News
[IMAGE]
South Africa's rand held on to gains against the dollar on Wednesday as data showed headline consumer inflation rose while retail sales growth slumped, bolstering expectations that an interest rate cut was unlikely this year.  Full story

[IMAGE]
South African Finance Minister Pravin Gordhan said on Wednesday his relations with President Jacob Zuma were very good and he was hard at work preparing a budget policy speech to be delivered next week.  Full story
A deep tunnel, booby trapped with an improvised explosive device, burrows under houses at the entrance to the village. Nearby, an anti-personnel mine lies half buried in a dirt road.  Full story

The United States expects Islamic State to use crude chemical weapons as it tries to repel an Iraqi-led offensive on the city of Mosul, U.S. officials say, although adding that the group's technical ability to develop such weapons is highly limited.  Full story

Dozens of pro-Beijing lawmakers walked out of the Hong Kong legislature on Wednesday to prevent the swearing-in of two pro-independence activists, setting the scene for a new constitutional crisis in the Chinese-controlled city.  Full story
 
SA Business
South Africa's headline inflation edged back above the upper end of the central bank's target in September while retail sales growth. . .  Full story
South Africa's Oakbay Investments will oppose Finance Minister Pravin Gordhan's court application linking the firm and its owners, who have close. . .  Full story
South Africa is making progress towards avoiding rating downgrades despite the economy not growing fast enough, Finance Minister Pravin Gordhan told. . .  Full story
South African miner Sibanye Gold has cleared the final regulatory hurdle for its $330 million acquisition of Anglo American Platinum's Rustenburg. . .  Full story

South Africa's No.4 insurer, Liberty Holdings, will buy stakes in two unlisted short-term insurers in Malawi and Botswana as part of its planned expansion into the rest of Africa, the company. . .  Full story
South African retail sales grew by 0.2 percent year-on-year in August, after expanding by a revised 1.2 percent in July, data from the statistics office showed on Wednesday.. . .  Full story
The new head of South Africa's anti-graft watchdog said on Wednesday she would not release a report on allegations of political interference by President Jacob Zuma's allies pending completion of a court case on. . .  Full story
Company News
ELB announced that its subsidiary, ELB Engineering Services (Pty) Ltd. (˘Engineering Services÷), has been appointed by Black Mountain Mining (Pty) Ltd. (˘BMM÷), a subsidiary of Vedanta Ltd. (˘Vedanta÷), to provide engineering, procurement and construction services to BMM for their Gamsberg zinc project in the Northern Cape Province, for the Process, Power and Water plants. The contract has been awarded to Engineering Services by BMM, whose assets include the Black Mountain mine and th. . .  Full story
Company Results
Revenue for the interim period increased to R38.3 billion (2015: R35.3 billion). Gross profit rose to R6.7 billion (2015: R6.2 billion),. . .  Full story
Sales for the interim period came in at R512 000 (nil) whilst gross profit was R126 000 (nil). Operating loss widened. . .  Full story
Revenue for the interim period decreased to USD3 billion (2015: USD3.3 billion). Gross profit. . .  Full story
The following results are the company's maiden interim results. Revenue was R55.0 million whilst operating profit came in at R42.8 million.. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0051504.87378.080.74%
JSE Top 4017:0044939.76396.640.89%
JSE Gold17:001893.1858.093.17%
JSE Financial17:0039719.34131.550.33%
JSE Industrial17:0075955.01749.851.00%
JSE Indust 2517:0067821.15742.041.11%
JSE Resource17:0032131.38195.570.61%
DJ Futures19:5818157.0093.000.51%
DJ Ind19:5818240.6678.720.43%
SP 50019:582147.277.670.36%
Nasdaq19:585249.966.120.12%
FTSE 10017:287019.7119.650.28%
DAX18:0810645.6814.130.13%
CAC4018:084520.3011.390.25%
Nikkei08:3816998.9135.300.21%
Shanghai09:283084.72.840.03%
Hang-Seng10:2823304.97-89.42-0.38%
All Ords07:355518.4026.400.48%
NZSE 5009:086976.543.450.05%
NameTimeRPMove% Move
Gold $19:591268.466.270.50%
Gold R19:5817558.5640.740.23%
Gold R/kg19:575640028040.14%
Silver $19:5917.65100.06200.35%
Platinum $19:59943.233.230.34%
Palladium $19:59637.16.660.10%
R18617:008.78-0.05-0.57%
R20417:007.83-0.02-0.32%
R20717:008.04-0.03-0.31%
Brent Crude19:5852.881.362.64%
USD / ZAR19:5913.8432-0.0333-0.24%
GBP / ZAR19:5516.9351-0.0955-0.56%
EUR/ ZAR19:5515.1658-0.0717-0.47%
NZD/ ZAR19:5810.00610.01780.18%
AUD / ZAR19:5510.67220.02450.23%
USD / JPY19:59103.3510-0.5110-0.49%
EUR / USD19:591.0964-0.0015-0.13%
GBP / USD19:591.2267-0.0030-0.24%

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The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
19/10/201619316360416245,963,697R20,018,433,090256400564251
18/10/201621513957411277,882,473R25,267,596,308305451552938
17/10/201614020157398211,822,405R15,178,782,2032517182207547
14/10/201619613656388287,167,887R21,960,624,261286400320030
13/10/201611121662389352,056,854R27,738,667,103454932734716
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 BELL  136723120.33.%42250
2 INDEQTY  105012513.51.%450
3 WESCOAL  2402511.63.%1744765
4 TORRE  186116.29.%213097
5 EQUITES  1580805.33.%3260
6 SIBANYE  42972175.32.%7530234
7 ALTRON-P  660304.76.%1234893
8 BASREAD  254104.10.%56785
9 TASTE  18074.05.%883420
10 BEE-SASOL  3152612264.05.%1511
11 RHODES  26901044.02.%16945
12 SEPHAKU  369143.94.%5500
13 ANGGOLD  197307423.91.%1399321
14 HARMONY  45001683.88.%1405176
15 BRIMST-N  1350503.85.%5025
16 TREMATON  300103.45.%247146
17 CALGRO  1675553.40.%61407
18 CURRO  49951563.22.%773143
19 RCL  1300403.17.%10520
20 YORK  330103.12.%27350

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Major Moves Down
SharenameSaleMove% MoveVolume
1 SPANJRD  330-40-10.81.%100
2 RANGOLD  214-24-10.08.%5549
3 VALUE  287-28-8.89.%1640
4 TRADEH  2200-174-7.33.%3575
5 DELTA  110-8-6.78.%9350
6 MMG  1040-75-6.73.%150
7 AFROX  1976-119-5.68.%7567
8 SILVERB  260-15-5.45.%31100
9 FINBOND  255-14-5.20.%6701
10 SEREIT  1932-100-4.92.%23106
11 ONELOGIX  300-14-4.46.%1200
12 COMAIR  415-18-4.16.%79663
13 METAIR  1926-74-3.70.%106904
14 KIBO  135-5-3.57.%6000
15 Hulisani  1400-50-3.45.%2146
16 DENEB  174-6-3.33.%46906
17 GROUP-5  2480-75-2.94.%15671
18 Cognition  138-4-2.82.%95429
19 RBPLAT  4610-133-2.80.%119247
20 AVENG  700-19-2.64.%678961

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New Highs
SharenameSaleHighMove% MoveVolume
1 BELL  1367140023120.33.%42250
2 WESCOAL  2402492511.63.%1744765
3 EQUITES  15801580805.33.%3260
4 SOUTH32  27652791572.10.%1589244
5 ADAPTIT  15201536201.33.%345293
6 ENX  21002100100.48.%4240

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New Lows
SharenameSaleLowMove% MoveVolume
1 SEREIT  19321932-100-4.92.%23106
2 TRENCOR  26752630-24-0.89.%437535
3 STENPROP  19701965-15-0.76.%52395
4 BOWCALF  870801101.16.%31540

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Index Summary
Index NameRPMove% Move
Top 4044,939.76396.640.89%
Industrial75,955.01749.851.00%
Mid Cap76,715.6796.580.13%
Small Cap61,922.43-28.57-0.05%
Resource 2032,131.38195.570.61%
Industrial 2567,821.15742.041.11%
Financial 1514,363.7763.360.44%
Financial & Ind. 3070,449.28693.520.99%
All Share51,504.87378.080.74%
Oil & Gas 7,195.69.000.00%
Mining 24,005.15179.760.75%
Gold Mining1,893.1858.093.17%
Platinum Mining25.89.150.58%
GENERAL MINING6,420.6213.890.22%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 22,855.75126.740.56%
Chemicals 20,364.16-27.47-0.13%
Forestry & Paper 50,467.42241.500.48%
Industrial Metals 10,137.97-.68-0.01%
Industrials 46,344.73-35.45-0.08%
General Industrials 177.47-.16-0.09%
Consumer Goods 71,770.44226.490.32%
Automobiles & Parts 4,361.35-167.57-3.70%
Household Goods514.02-4-0.81%
Health Care 8,897.0810.560.12%
Beverages 270.15-.36-0.13%
Index NameRPMove% Move
Food Producers 9,552.8731.190.33%
Personal Goods 928.8514.981.64%
Consumer Services 18,776.02361.671.96%
General Retailers 6,977.816.820.10%
Travel & Leisure 6,624.7718.020.27%
Media 508.0214.082.85%
Support Services 1,912.49-9.17-0.48%
Telecommunications 6,338.9535.370.56%
Financials 39,719.34131.550.33%
Banks 6,963.1835.580.51%
Non-life Insurance 62,426.35-1295.16-2.03%
Life Insurance 35,639.09256.590.73%
General Financial 3,837.2121.420.56%
Technology 58,712.2016.370.03%
SHARIAH TOP40 3,022.15100.35%
FTSE/JSE SHARIAH ALL3,418.7690.27%
COAL MINING12,259.98-255-2.04%
FTSE JSE Fledgling 7,652.35350.45%
FTSE/JSE TOP 40 USD3,481.30-16-0.46%
FTSE/JSE Alt X 1,427.67-6-0.41%
SA LISTED PROPERTY 627.25.420.07%
CAPPED PROPERTY 518.40-0.09%
RESOURCE 18,236.561010.56%
DIVIDEND PLUS201.2310.28%
FTSE/JSE RAFI 409,465.91660.71%
Capped Top 4023,883.721640.69%
Capped All Share26,251.891620.62%
JSE TABACO 10,414.40-133-1.26%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
NPNNASPERS LIMITEDBUY17/10/2016
KAPKAP INDUSTRIAL HLDGSBUY17/10/2016
MTNMTN GROUP LIMITEDBUY17/10/2016
CPICAPITECSELL14/10/2016
MNPMONDI PLC PREHOLD14/10/2016
Results Expected**
ExpectedCompany NameFin. Date
20/10/2016ADCORPAugust 2016 (Interim)
20/10/2016INSIMBIAugust 2016 (Interim)
20/10/2016ORIONJune 2016 (Final)
21/10/2016FRONTIERAugust 2016 (Final)
21/10/2016GIYANIJune 2016 (Q)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
PICKNPAY18/10/1606/12/1612/12/16ZAR 0.2990
FRONTIER17/10/1608/11/1616/11/16GBP 0.0400
ORION14/10/1601/11/1607/11/16ZAR 0.0235
CMH13/10/1612/12/1619/12/16ZAR 0.5500
EQUITES13/10/1601/11/1607/11/16ZAR 0.5444
Ex Div**
Share NameDec-DateLDTPay-DateAmount
WBHO06/09/1618/10/1624/10/16ZAR 3.1300
BELL22/09/1618/10/1624/10/16ZAR 0.1500
RCL30/08/1618/10/1624/10/16ZAR 0.1500
COGNITION27/09/1618/10/1624/10/16ZAR 0.0800
PETMIN05/09/1618/10/1624/10/16ZAR 0.0500

Upcoming AGMs**
CodeCompany NameDateStatus
TSHTsogo Sun Holdings Ltd.19/10/2016Confirmed
VLEValue Group Ltd.19/10/2016Confirmed
TWRTower Property Fund Ltd.19/10/2016Confirmed
DSTDistell Group Ltd.20/10/2016Confirmed
NRLNewpark REIT Ltd.20/10/2016Confirmed

Stock Exchange News Service
DateTimeHeadline
19/10/201617:16INVESTEC BANK LIMITED - REMIHL - Rights Issue
19/10/201617:15MONDI LIMITED - Notification of Major Interests in Shares
19/10/201617:12TOWER PROPERTY FUND LIMITED - Results of annual general meeting
19/10/201617:10CITY LODGE HOTELS LIMITED - Directors dealings in securities
19/10/201616:55VALUE GROUP LIMITED - Results of Annual General Meeting
19/10/201616:48VALUE GROUP LIMITED - Condensed consolidated unaudited interim financial results...
19/10/201616:45CONDUIT CAPITAL LIMITED - No Change Statement and Notice of Annual General Meeti...
19/10/201616:45MONDI PLC - Transactions in Mondi plc ordinary shares
19/10/201616:30CURRO HOLDINGS LIMITED - Exercise of Options by and Award of Options to Director...
19/10/201616:18KAP INDUSTRIAL HOLDINGS LIMITED - New Listing - KAP006
19/10/201616:15TSOGO SUN HOLDINGS LIMITED - Results of Annual General Meeting
19/10/201616:00SAFARI INVESTMENTS (RSA) LIMITED - Subscription by way of both a General and Spe...
19/10/201615:53ANCHOR GROUP LIMITED - Disclosure of assets under management and advice
19/10/201614:48TORRE INDUSTRIES LIMITED - Disclosure of an acquisition of securities in terms o...
19/10/201614:47TORRE INDUSTRIES LIMITED - Disclosure of a disposal of securities in terms of Se...
19/10/201614:10FAIRVEST PROPERTY HOLDINGS LIMITED - Dealings In Securities By Associates Of Dir...
19/10/201614:00HOSPITALITY PROPERTY FUND LIMITED - Upgrade of Hospitalitys national scale issue...
19/10/201613:32REMGRO LIMITED - Dealings in securities by a director
19/10/201613:15SOVEREIGN FOOD INVESTMENTS LIMITED - Further adjournment of the general meeting
19/10/201613:00ELB GROUP LIMITED - ELB subsidiary appointed as the EPC contractor on Vedantas G...
19/10/201613:00TORRE INDUSTRIES LIMITED - Dealings in securities by an associate of a director
19/10/201612:55OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - London Stock Ex...
19/10/201612:45OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - Deutsche Boerse...
19/10/201612:25GREENHOUSE FUNDING (RF) LIMITED - Greenhouse Funding (RF) Limited_GRH1A3 - Parti...
19/10/201612:10CAPITAL & COUNTIES PROPERTIES PLC - Notification of Major Interests in Shares
19/10/201612:00ANGLO AMERICAN PLC - Notification of transactions by PDMRs
19/10/201611:56RESILIENT REIT LIMITED - RES36-New Instrument Listing
19/10/201611:32RESILIENT REIT LIMITED - RES27-Full Capital Redemption
19/10/201610:34AMBER HOUSE FUND 2 (RF) LIMITED - Interest Rate Reset - AHF2A2, AHF2B2, AHF2C2
19/10/201609:53AMBER HOUSE FUND 3 (RF) LIMITED - Interest Rate Reset
19/10/201609:52TEXTON PROPERTY FUND LIMITED - Change statement and notice of annual general mee...
19/10/201609:45THE THEKWINI FUND 11 (RF) LIMITED - Interest Rate Resets
19/10/201609:35THE THEKWINI FUND 10 (RF) LIMITED - Interest Rate Resets
19/10/201609:16CALGRO M3 HOLDINGS LIMITED - Dealings in securities by Directors
19/10/201609:15CALGRO M3 HOLDINGS LIMITED - Dealings in securities by a director
19/10/201609:07EVRAZ HIGHVELD STEEL & VANADIUM LTD - Report in terms of S 132(3)(a) of the Comp...
19/10/201608:46WESCOAL HOLDINGS LIMITED - Special dividend finalisation announcement
19/10/201608:35WESCOAL HOLDINGS LIMITED - Trading Statement
19/10/201608:20ANHEUSER-BUSCH INBEV SA/NV - Disclosure Made According to the Requirements of th...
19/10/201608:12ANHEUSER-BUSCH INBEV SA/NV - Disclosure Made According to the Requirements of th...
19/10/201608:05ANHEUSER-BUSCH INBEV SA/NV - Disclosure Made According to the Requirements of th...
19/10/201608:01NEWPARK REIT LIMITED - Dividend: Tax treatment and salient dates
19/10/201608:00SIBANYE GOLD LIMITED - Sibanye announces that the acquisition of the Rustenburg ...
19/10/201608:00ALLIED ELECTRONICS CORPORATION LIMITED - Unaudited consolidated interim results ...
19/10/201608:00NEWPARK REIT LIMITED - Unaudited condensed consolidated interim financial statem...
19/10/201608:00DATATEC LIMITED - Unaudited results for the six months ended 31 August 2016, dec...
19/10/201608:00ANGLO AMERICAN PLATINUM LIMITED - Anglo American Platinum announces the sale of ...
19/10/201607:15GLENCORE PLC - GLN - Glencore Announces Pricing of Tender Offers
19/10/201607:05BHP BILLITON PLC - Operational Review for the Quarter Ended 30 September 2016

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