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 The Sharenet Daily 
Tuesday, 01 November 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
Dwaine van Vuuren
The macro environment for the JSE has been turning increasingly toxic. But nobody wants to give or receive bearish news, or believe the party is over. We have discussed the main culprits of the current toxic macro-environment in previous articles, but what do we learn when we view these conditions all together?  Full story

Top News
[IMAGE]
Local markets  Full story

[IMAGE]
South Africa's Murray and Roberts (M&R) has sold its infrastructure and building business for 314 million rand ($23 million) as part of its drive to focus on projects for the global natural resources sector, it said on Tuesday. The engineering and construction group said in a s  Full story
The woman at the centre of a scandal that has plunged the South Korean presidency into crisis was held for a second day of questioning by prosecutors on Tuesday after being detained overnight to answer allegations of exerting inappropriate influence over state affairs.  Full story

A top aide to Hillary Clinton on Tuesday urged the FBI to disclose what it knows about any ties between Republican Donald Trump and Russia, accusing the law enforcement agency of unfairly publicizing its inquiry into Clinton's email practices while staying quiet about Trump.  Full story

Venezuela has freed three opposition activists jailed for more than a month in a first gesture by President Nicolas Maduro's government after talks began with his foes.  Full story
 
SA Business
The South African rand's gains after fraud charges against the finance minister were dropped will be short-lived, a poll showed, as. . .  Full story
South Africa's new vehicle sales fell 10.1 percent year-on-year to 48,745 units in October, data from the trade and industry department. . .  Full story
South Africa measures favourably in most indices bar economic growth, which the Treasury has forecast will be 0.5 percent this year,. . .  Full story
South African platinum miner Lonmin said on Monday it would seek new ways to reduce costs after signing a three-year wage. . .  Full story

Emerging stocks posted a second day of gains on Tuesday after solid manufacturing data suggested a sustained economic growth upswing in several countries, while South African assets held close to multi-week highs.. . .  Full story
South Africa's rand held on to gains against the dollar in early trade on Tuesday after the state prosecutor dropped fraud charges against Finance Minister Pravin Gordhan, easing concerns about his. . .  Full story
Grand Parade Investments Ltd is to pay 778 million rand ($57 million) to increase its stake in franchising group Spur Corporation by up to 18.82 percent the company said on Monday,. . .  Full story
Company News
Imperial is pleased to advise its shareholders that all the ordinary and special resolutions proposed in the Notice of the AGM. . .  Full story
HCI ordinary shareholders are advised that at the Annual General Meeting (˘AGM÷) of HCI held on Tuesday 1st November 2016, all. . .  Full story
Sasfin shareholders (˘Shareholders÷) are advised that the company is in discussions with a potential broad-based black economic empowerment investor (˘B- BBEE. . .  Full story
Shareholders are advised that Powertech, a subsidiary of Altron has entered into a binding offer (˘the Offer÷) with Trinitas, whereby Powertech. . .  Full story

Shareholders of DRDGOLD are hereby informed of the following production update for FY17Q1 compared to FY16Q4: - volume throughput amounted to 6,6 million tonnes compared to 6,1 million tonnes, an 8% increase; and - gold production amounted to 1 034kg compared to 1 022kg, a 1% increase. The increase in throughput offset the effects of maintenance to the City Deep mills, causing quarter on quarter production to end flat. The final clean-up of specific Crown sites weighed in on. . .  Full story
Company Results
Revenue for the year ended 31 August 2016 increased to R1.8 billion (2015: R1.6 million). Operating profit rose to R908.9 million. . .  Full story
Revenue for the interim period August 2016 decreased to R403.7 million (2015: R413.6 million). Operating profit fell to R293.8 million (2015:. . .  Full story
Revenue jumped to NGN227.8 billion (2015: NGN134.8 billion), gross profit fell to NGN13.1 billion (2015: NGN35.5 billion), operating loss widened considerably. . .  Full story
Revenue for the year dropped to R82 million (2015: R99.5 million). Operating profit before interest slumped to R21 million (2015: R45.7. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:1051002.69412.610.82%
JSE Top 4017:1044444.48425.090.97%
JSE Gold17:001826.78116.876.83%
JSE Financial17:0040020.6090.070.23%
JSE Industrial17:0074377.26243.580.33%
JSE Indust 2517:0066364.55265.800.40%
JSE Resource17:1032018.67803.962.58%
DJ Futures19:4217961.00-101.00-0.56%
DJ Ind19:5818007.92-134.50-0.74%
SP 50019:582105.33-20.82-0.98%
Nasdaq19:585132.33-56.80-1.09%
FTSE 10016:286952.39-1.83-0.03%
DAX19:0810526.16-138.85-1.30%
CAC4019:084470.28-38.98-0.86%
Nikkei08:2817442.4017.380.10%
Shanghai09:283122.4421.950.71%
Hang-Seng10:2823147.07212.530.93%
All Ords07:415375.20-27.20-0.50%
NZSE 5009:086930.49-30.19-0.43%
NameTimeRPMove% Move
Gold $19:591288.3011.770.92%
Gold R19:5817591.25403.262.35%
Gold R/kg19:57565448128542.33%
Silver $19:5918.37400.49502.77%
Platinum $19:59992.5112.101.24%
Palladium $19:59629.9411.941.93%
R18617:428.760.050.57%
R20417:237.800.080.97%
R20717:238.020.070.88%
Brent Crude18:5848.15-1.60-3.22%
USD / ZAR19:5913.65990.19891.48%
GBP / ZAR19:5516.65240.20361.24%
EUR/ ZAR19:5515.08040.29852.02%
NZD/ ZAR19:589.77590.14971.56%
AUD / ZAR19:5510.42760.17961.75%
USD / JPY19:59104.2000-0.5530-0.53%
EUR / USD19:591.10560.00790.72%
GBP / USD19:591.2237-0.0001-0.01%

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The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
01/11/201620016654420254,142,205R18,470,821,7132717012489264
31/10/201617318453410306,631,940R20,905,233,564300734567625
28/10/201611322951393217,964,909R16,454,601,7243180231803501
27/10/201611720058375251,050,919R15,658,827,5412284942486702
26/10/201612818361372202,231,481R14,690,653,04021812672153
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 LONMIN  362055318.03.%377959
2 SPANJRD  3693911.82.%127
3 IMPLATS  59205009.23.%4541219
4 CARGO  1000808.70.%770
5 GFIELDS  59154347.92.%3341096
6 HARMONY  44303197.76.%2514191
7 SIBANYE  39492747.46.%10050171
8 PETMIN  13297.32.%1493622
9 ANGLOPLAT  3400622387.04.%566420
10 PPC  584346.18.%6647468
11 ANGGOLD  1916010956.06.%2128124
12 GROUP-5  24351255.41.%35082
13 ASSORE  191999515.21.%165594
14 TORRE  18495.14.%70468
15 ALTRON-P  733334.71.%26215
16 ALTRON  729304.29.%816
17 ARCMITTAL  1199494.26.%585028
18 MONTAUK  1980804.21.%38610
19 ARM   101584084.18.%1645591
20 DRDGOLD  703284.15.%1873715

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Major Moves Down
SharenameSaleMove% MoveVolume
1 FRONTIER  501-1649-76.70.%1491
2 Gaia  830-169-16.92.%28573
3 TAWANA  150-15-9.09.%200
4 SEPHAKU  335-30-8.22.%31515
5 ENX  1850-145-7.27.%15119
6 EFFICIENT  450-30-6.25.%472
7 RCL  1305-70-5.09.%37977
8 WORKFORCE  195-10-4.88.%10331
9 WBHO  14495-705-4.64.%195392
10 MMG  1002-48-4.57.%35126
11 CARTRACK  1050-50-4.55.%10422
12 ADVHLTH  151-7-4.43.%46000
13 ISA  120-5-4.00.%15000
14 ASTORIA  1055-43-3.92.%87556
15 DELTA  101-4-3.81.%2000
16 BELL  1180-45-3.67.%13890
17 LEWIS  3857-144-3.60.%116681
18 PICKNPAY  6381-218-3.30.%1051419
19 AFRO-C  581-19-3.17.%29929
20 TREMATON  305-10-3.17.%77098

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New Highs
SharenameSaleHighMove% MoveVolume
1 YORK  35635761.71.%92709
2 CMH  18601879110.59.%6763
3 SA-CORP  55558520.36.%512806
4 TRANSCAP  1325133540.30.%349560
5 AFRO-C  581602-19-3.17.%29929

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New Lows
SharenameSaleLowMove% MoveVolume
1 FRONTIER  501501-1649-76.70.%1491
2 SEPHAKU  335335-30-8.22.%31515
3 STENPROP  18401757-50-2.65.%16158
4 BRAIT  87688510-191-2.13.%2108723
5 RIPLC  689680-9-1.29.%1564758
6 INTUPROP  44854482-55-1.21.%1336823
7 REINET  27012664150.56.%3750372

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Index Summary
Index NameRPMove% Move
Top 4044,444.48425.090.97%
Industrial74,377.26243.580.33%
Mid Cap76,654.25372.800.49%
Small Cap60,869.44-105.24-0.17%
Resource 2032,018.67803.962.58%
Industrial 2566,364.55265.800.40%
Financial 1514,528.2770.460.49%
Financial & Ind. 3069,546.48340.810.49%
All Share51,002.69412.610.82%
Oil & Gas 7,195.69.000.00%
Mining 24,311.61794.963.38%
Gold Mining1,826.78116.876.83%
Platinum Mining26.331.897.73%
GENERAL MINING6,576.95136.722.12%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 22,816.72594.852.68%
Chemicals 19,658.45216.741.11%
Forestry & Paper 48,431.42384.550.80%
Industrial Metals 10,378.73253.282.50%
Industrials 46,395.81298.070.65%
General Industrials 178.921.700.96%
Consumer Goods 69,142.79523.310.76%
Automobiles & Parts 4,304.742.270.05%
Household Goods505.0351.10%
Health Care 8,621.48-12.33-0.14%
Beverages 269.273.851.45%
Index NameRPMove% Move
Food Producers 9,682.81-18.26-0.19%
Personal Goods 877.719.981.15%
Consumer Services 18,343.7226.140.14%
General Retailers 6,881.20-75.23-1.08%
Travel & Leisure 6,466.03-16.44-0.25%
Media 494.993.290.67%
Support Services 1,950.1817.550.91%
Telecommunications 6,560.71-5.55-0.08%
Financials 40,020.6090.070.23%
Banks 7,283.5685.881.19%
Non-life Insurance 64,757.63766.521.20%
Life Insurance 35,472.3224.960.07%
General Financial 3,745.49-6.76-0.18%
Technology 56,161.74-105.86-0.19%
SHARIAH TOP40 3,000.44551.85%
FTSE/JSE SHARIAH ALL3,401.61541.61%
COAL MINING12,639.23990.79%
FTSE JSE Fledgling 7,654.17-4-0.05%
FTSE/JSE TOP 40 USD3,518.69210.61%
FTSE/JSE Alt X 1,287.06-147-10.28%
SA LISTED PROPERTY 630.25-3.42-0.54%
CAPPED PROPERTY 513.95-0.66%
RESOURCE 18,205.424752.68%
DIVIDEND PLUS202.1600.17%
FTSE/JSE RAFI 409,517.071261.34%
Capped Top 4023,656.842331.00%
Capped All Share26,019.772130.82%
JSE TABACO 9,903.01300.31%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
SBKSTANDARD BANK GROUP LIMIT...SELL31/10/2016
SNTSANTAM LTDBUY31/10/2016
EMIEMIRA PROPERTY FUNDSELL28/10/2016
SOLSASOL LIMITEDBUY28/10/2016
SGLSIBANYE GOLD LIMITEDBUY28/10/2016
Results Expected**
ExpectedCompany NameFin. Date
02/11/2016PURPLEAugust 2016 (Final)
02/11/2016PURPLEPAugust 2016 (Final)
02/11/2016TRNSHEXSeptember 2016 (Interim)
03/11/2016AFRIMATAugust 2016 (Interim)
03/11/2016MICROMEGASeptember 2016 (Interim)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
IVT PREF31/10/1615/11/1621/11/16ZAR 4.1960
OCTODEC31/10/1622/11/1628/11/16ZAR 1.0310
AB INBEV28/10/1615/11/1621/11/16EUR 1.6000
AB INBEV28/10/1615/11/1621/11/16EUR 1.6000
DELPROP27/10/1615/11/1621/11/16ZAR 0.4593
Ex Div**
Share NameDec-DateLDTPay-DateAmount
ILRPREF130/09/1625/10/1631/10/16ZAR 14.7583
ILPREF230/09/1625/10/1631/10/16ZAR 14.7583
NTC PREF03/10/1625/10/1631/10/16ZAR 4.3431
EOH14/09/1601/11/1607/11/16ZAR 1.8500
PSG12/10/1601/11/1607/11/16ZAR 1.2500

Upcoming AGMs**
CodeCompany NameDateStatus
HCIHosken Consolidated Investments Ltd.01/11/2016Confirmed
IPLImperial Holdings Ltd.01/11/2016Confirmed
IPLPImperial Holdings Ltd.01/11/2016Confirmed
IPLPPImperial Holdings Ltd.01/11/2016Confirmed
EMHE Media Holdings Ltd.01/11/2016Confirmed

Stock Exchange News Service
DateTimeHeadline
01/11/201617:50IMPERIAL HOLDINGS LIMITED - Results of Annual General Meeting
01/11/201617:45INVESTEC BANK LIMITED - Adjustment to the name and quotation size of IBLUSD (pre...
01/11/201617:38FORTRESS INCOME FUND LIMITED - Results of annual general meeting
01/11/201617:30NORTHAM PLATINUM LIMITED - Northam acquires Zambezi Platinum preference shares
01/11/201617:30SCHRODER EUROPEAN REAL ESTATE INV TRUST PLC - Notifications Of Major Interests I...
01/11/201617:05SASOL LIMITED - Dealings in securities by a director of Sasol and its major subs...
01/11/201617:05CARGO CARRIERS LIMITED - Summarised Unaudited Interim Financial Statements for t...
01/11/201617:03MACQUARIE SECURITIES SOUTH AFRICA LIMITED - Dividend declaration and final redem...
01/11/201617:00MONTAUK HOLDINGS LIMITED - Director dealing in securities
01/11/201617:00METROFILE HOLDINGS LIMITED - Proposed specific issue of shares for cash by Metro...
01/11/201616:52BID CORPORATION LIMITED - Directors' Dealings in Securities
01/11/201616:51ECSPONENT LIMITED - Notification of share dealings by directors
01/11/201616:41INVESTEC BANK MAURITIUS LIMITED - Preference share dividend announcement
01/11/201616:30NIVEUS INVESTMENTS LIMITED - Results of the Annual General Meeting
01/11/201616:23PIONEER FOOD GROUP LIMITED - Change To The Board Of Directors
01/11/201616:17HOSKEN CONSOLIDATED INVESTMENTS LIMITED - Results of the Annual General Meeting
01/11/201616:00CAPITAL & REGIONAL PLC - Directorate Change
01/11/201616:00BRITISH AMERICAN TOBACCO PLC - Notification and public disclosure of transaction...
01/11/201615:45DENEB INVESTMENTS LIMITED - Results of the Annual General Meeting
01/11/201615:30BRITISH AMERICAN TOBACCO PLC - Voting Rights and Capital
01/11/201615:02SASFIN HOLDINGS LIMITED - Cautionary
01/11/201614:20CLICKS GROUP LIMITED - Appointment of Company Secretary
01/11/201614:18HARCOURT STREET 1 (RF) LIMITED - New Financial Instrument Listing HC1M3
01/11/201614:00ANGLO AMERICAN PLC - Total voting rights
01/11/201614:00HAMMERSON PLC - Voting Rights and Capital
01/11/201613:30SCHRODER EUROPEAN REAL ESTATE INV TRUST PLC - Voting rights and capital
01/11/201613:24MPACT LIMITED - Dealings in securities by the Mpact Limited Incentive Scheme Tru...
01/11/201613:15SIRIUS REAL ESTATE LIMITED - Completion Of The Acquisition Of Wiesbaden Business...
01/11/201612:00CAPITAL & REGIONAL PLC - Director Shareholding
01/11/201612:00EMIRA PROPERTY FUND LIMITED - EPF005 - Full Capital Redemption
01/11/201611:55CAPITEC BANK LIMITED - Interest Rate Reset Announcement - CBL13
01/11/201611:50OANDO PLC - Oando PLC Announces YTD September 2016 Results, Posts N330 Billion T...
01/11/201611:43BUILDMAX LIMITED - Changes to the board of directors - Resignation, change in fu...
01/11/201611:30PPC LIMITED - Results of Annual General Meeting (AGM)
01/11/201611:30ELB GROUP LIMITED - Dealing in securities by a director
01/11/201611:10SANTOVA LIMITED - Presentation to Analysts
01/11/201611:08BLUE LABEL TELECOMS LIMITED - Update on Cell C transaction
01/11/201610:44MURRAY & ROBERTS HOLDINGS LIMITED - Disposal of the Murray & Roberts Infrastruct...
01/11/201609:20ROLFES HOLDINGS LIMITED - Dealings by a director of a major subsidiary
01/11/201609:18JSE LIMITED - GEN General - JSE Limited - Amendments to the JSE Listings Requir...
01/11/201609:10ANGLO AMERICAN PLC - Anglo American Platinum completes sale of Rustenburg Operat...
01/11/201609:05ANGLO AMERICAN PLATINUM LIMITED - Anglo American Platinum completes sale of Rust...
01/11/201609:05SIBANYE GOLD LIMITED - Sibanye takes ownership of the Rustenburg Platinum Mines ...
01/11/201609:04SANTOVA LIMITED - Unaudited group interim results
01/11/201609:01TAWANA RESOURCES NL - Cleansing Notice and Appendix 3B
01/11/201609:00GROUP FIVE CONSTRUCTION LIMITED - Global Credit Rating Co (Pty) Limited Assigns ...
01/11/201609:00IMPERIAL HOLDINGS LIMITED - CEOs 2016 AGM Statement
01/11/201609:00KIBO MINING PLC - Kibo Receives Final Commercial Bids for the Mbeya Coal to Powe...
01/11/201609:00ALLIED ELECTRONICS CORPORATION LIMITED - Proposed disposal by Powertech of its a...
01/11/201608:30ASCENDIS HEALTH LIMITED - Dealings in securities by directors
01/11/201608:25GAIA INFRASTRUCTURE CAPITAL LIMITED - Dealing In Gaia Shares By An Associate Of ...
01/11/201608:00PETMIN LIMITED - Renewal of cautionary announcement
01/11/201608:00DRDGOLD LIMITED - Production update
01/11/201608:00TRANSPACO LIMITED - No change statement and notice of annual general meeting
01/11/201607:30WESCOAL HOLDINGS LIMITED - Unaudited condensed consolidated interim results for ...

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