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 The Sharenet Daily 
Wednesday, 01 February 2017 - 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
There is an old joke in investment circles that by the time your reserve bank or government declares a recession, the worst is most likely already over.  Full story

Moxima Gama
We had recommended a long position in November last year, and KIO confirmed a positive breakout of its inverted head and shoulders pattern above 13,300cps.  Full story

Top News
[IMAGE]
South Africa's state utility Eskom said on Wednesday that 27 companies, including France's EDF and China's State Nuclear Power Technology, have shown preliminary interest in the country's plans to build more nuclear reactors.  Full story

[IMAGE]
Local markets  Full story
President Donald Trump on Tuesday nominated Neil Gorsuch for a lifetime job on the U.S. Supreme Court, picking the 49-year-old federal appeals court judge to restore the court's conservative majority and help shape rulings on divisive issues such as abortion, gun control, the death penalty and religious rights.  Full story

A 36-year-old Tunisian asylum-seeker arrested on Wednesday on suspicion of planning an Islamist attack in Germany is also wanted in his homeland over a deadly 2015 assault on a Tunis museum favoured by Western tourists, German officials said.  Full story

Rightist protesters scuffled with Israeli police carrying out a court order to evict settlers from an illegal outpost in the occupied West Bank on Wednesday, hours after the government announced more construction in larger settlements.  Full story
 
SA Business
South Africa's African Equity Empowerment Investments Ltd. will list its fishing and food unit on the Johannesburg Stock Exchange on March. . .  Full story
South Africa's new vehicle sales rose 3.7 percent year-on-year to 50,333 units in January, data from the trade and industry department. . .  Full story
Political tensions and weak economic growth in South Africa are the biggest challenge to its sovereign credit rating, Moody's said on. . .  Full story
South Africa's Mondi picked insider Peter Oswald as its next chief executive on Wednesday, giving him the challenge of growing its. . .  Full story

More than 300 union members and representatives from the poultry industry marched through South Africa's capital Pretoria on Wednesday to protest against chicken imports. . .  Full story
South Africa farmers have reported a new pest caterpillar, similar to the fall armyworm, causing extensive damage to maize crops since. . .  Full story
South Africa's rand was barely changed in early deals on Wednesday as investors held off, waiting for direction on U.S. monetary. . .  Full story
South Africa's biggest union of mineworkers plans to launch a strike in coal mines in the "coming weeks" over the structure. . .  Full story
Company News
Afrimat shareholders are advised of the following change to the board of directors of the company (˘the board÷). The board is. . .  Full story
Harmony Gold Mining Company Ltd. (˘Harmony÷ and/or the ˘Company÷) regret to advise that one of its employees was fatality injured in. . .  Full story
Shareholders are advised that Rene van Wyk has been appointed as an independent non-executive director on the boards of Barclays Africa. . .  Full story
Today, 1 February 2017, MTN Group Ltd. (˘MTN÷) announced that it will exchange its 51% interest in Nigeria Tower InterCo B.V.,. . .  Full story

According to Business Report, Impala's Zimabawe subsidary Zimplats has proceeded with its growth drive in the country. Zimplats said it is set to revive its Bimha mine which should be in full production by December next year. Bimha mine is the. . .  Full story
CoAL announced the successful completion of a share placement to M&G Investment Management Limited (˘M&G÷). An amount of 49 007 596 ordinary shares (the ˘Placement Shares÷) will be issued to M&G, at a price of 4.081 US cents per share, in. . .  Full story
Company Results
Revenue for the interim period grew to R222.7 million (R182.9 million). Net operating profit increased to R195.4 million (R132.8 million). Profit attributable to equity holders shot up to R305.1 million (R129.7. . .  Full story
Total revenue for the quarter jumped to GBP4.4 million (GBP0.7 million). Operating profit turned around to GBP1.3 million (loss of GBP0.3 million). Profit for the period came in at GBP1.3 million. . .  Full story
Revenue for the interim period August 2016 decreased to R168.9 million (2015: R171.5 million). Gross profit fell to R39.3 million (2015: R49.1 million). Operating profit before interest and taxation was lower. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0053104.12316.000.60%
JSE Top 4017:0046212.83284.130.62%
JSE Gold17:001503.77-.37-0.02%
JSE Financial17:0040903.12-75.48-0.18%
JSE Industrial17:0075792.79523.220.70%
JSE Indust 2517:0067536.84506.980.76%
JSE Resource17:0035831.79382.111.08%
DJ Futures19:5219816.008.000.04%
DJ Ind19:5819889.2025.110.13%
SP 50019:582277.40-1.47-0.06%
Nasdaq19:585636.3521.560.38%
FTSE 10018:427107.658.500.12%
DAX19:0811659.50124.191.08%
CAC4019:084794.5845.680.96%
Nikkei08:2819148.08106.740.56%
Shanghai26/013159.179.620.31%
Hang-Seng10:2823318.39-42.39-0.18%
All Ords07:385704.0029.000.51%
NZSE 5009:027055.504.750.07%
NameTimeRPMove% Move
Gold $19:591204.54-5.34-0.44%
Gold R19:5916192.50-99.90-0.61%
Gold R/kg19:58520414-3387-0.65%
Silver $19:5917.4700-0.0690-0.39%
Platinum $19:59995.332.700.27%
Palladium $19:59761.207.701.02%
R18617:428.860.040.40%
R20417:007.84-0.01-0.13%
R20717:007.990.030.38%
Brent Crude19:5855.900.200.36%
USD / ZAR19:5913.4430-0.0254-0.19%
GBP / ZAR19:5516.94560.03230.19%
EUR/ ZAR19:5514.4404-0.1032-0.71%
NZD/ ZAR19:599.7470-0.0879-0.89%
AUD / ZAR19:5510.1646-0.0430-0.42%
USD / JPY19:59113.46800.76500.68%
EUR / USD19:591.0752-0.0042-0.38%
GBP / USD19:591.26360.00570.45%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
01/02/201718915063402308,977,761R19,443,937,0932690612345053
31/01/201723513963437256,617,394R18,376,341,2593189291596039
30/01/201713621556407238,714,411R17,852,337,0832606712898363
27/01/201713421863415257,878,221R19,045,145,7152802362868745
26/01/201721214058410262,382,986R20,696,655,3282885852948252
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 RENERGEN  133314312.02.%500
2 PALLINGHT  440307.32.%550
3 KUMBAIO  2199812986.27.%674417
4 ADVHLTH  15596.16.%12500
5 ARCMITTAL  1395745.60.%423611
6 STOR-AGE  1158544.89.%7847
7 ASSORE  2900513254.79.%18707
8 LONMIN  22301024.79.%149731
9 SOVFOOD  820303.80.%17157
10 SANTAM  249008873.69.%169608
11 STEINHOFF  67102303.55.%10864000
12 ALEXANDER  740253.50.%5409127
13 EXXARO  110003683.46.%1510982
14 INVICTA  62582033.35.%31357
15 CITYLDG  152494713.19.%22541
16 MMG  980303.16.%2000
17 Cognition  13543.05.%1200
18 ADCORP  1493432.97.%93290
19 ADVTECH  1740502.96.%1644451
20 NASPERSN  22000062162.91.%1214450

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Major Moves Down
SharenameSaleMove% MoveVolume
1 SILVERB  250-20-7.41.%294282
2 ALARIS  210-15-6.67.%5200
3 MONTAUK  1500-98-6.13.%12000
4 ANCHOR  817-47-5.44.%237187
5 E-MEDIA-N  540-30-5.26.%237500
6 FINBOND  228-12-5.00.%176939
7 WORKFORCE  233-12-4.90.%109100
8 MAZOR  191-9-4.50.%30000
9 ANSYS  149-7-4.49.%147954
10 NUWORLD  3050-140-4.39.%4982
11 MUSTEK  460-20-4.17.%93988
12 OCEANA  11400-449-3.79.%42448
13 TRUSTCO  385-15-3.75.%58000
14 CASHBIL  33452-1298-3.74.%17957
15 DENEB  170-5-2.86.%81271
16 DRDGOLD  732-21-2.79.%701183
17 WOOLIES  7223-192-2.59.%4895826
18 AVENG  711-18-2.47.%352779
19 Gaia  850-20-2.30.%5800
20 TORRE  172-4-2.27.%261293

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New Highs
SharenameSaleHighMove% MoveVolume
1 KUMBAIO  219982199812986.27.%674417
2 ARCMITTAL  13951450745.60.%423611
3 SANTAM  24900251168873.69.%169608
4 PSG  23199231995112.25.%419496
5 ALTRON-P  940975161.73.%23994
6 GLENCORE  55675657681.24.%2952050
7 Dis-Chem  24492450291.20.%365284
8 AFRO-C  680695-9-1.31.%73956

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New Lows
SharenameSaleLowMove% MoveVolume
1 ANCHOR  817795-47-5.44.%237187

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Index Summary
Index NameRPMove% Move
Top 4046,212.83284.130.62%
Industrial75,792.79523.220.70%
Mid Cap78,788.80401.280.51%
Small Cap63,358.96324.160.51%
Resource 2035,831.79382.111.08%
Industrial 2567,536.84506.980.76%
Financial 1514,866.96-62.09-0.42%
Financial & Ind. 3070,849.14321.060.46%
All Share53,104.12316.000.60%
Oil & Gas 7,195.69.000.00%
Mining 27,291.68373.881.39%
Gold Mining1,503.77-.37-0.02%
Platinum Mining24.61.341.40%
GENERAL MINING8,008.61125.071.59%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 25,450.86298.951.19%
Chemicals 20,900.47193.250.93%
Forestry & Paper 54,397.09-62.37-0.11%
Industrial Metals 13,289.38563.964.43%
Industrials 47,066.0841.960.09%
General Industrials 178.12-.40-0.22%
Consumer Goods 74,784.2146.530.06%
Automobiles & Parts 4,945.58-36.23-0.73%
Household Goods460.49163.55%
Health Care 8,400.08-20.93-0.25%
Beverages 249.091.730.70%
Index NameRPMove% Move
Food Producers 10,124.0647.200.47%
Personal Goods 1,033.72-14.98-1.43%
Consumer Services 17,911.38314.111.78%
General Retailers 7,087.79-104.13-1.45%
Travel & Leisure 6,183.0247.110.77%
Media 478.7113.482.90%
Support Services 2,003.691.410.07%
Telecommunications 6,986.79-43.05-0.61%
Financials 40,903.12-75.48-0.18%
Banks 7,384.86-22.56-0.30%
Non-life Insurance 65,814.902344.493.69%
Life Insurance 36,451.18-188.25-0.51%
General Financial 3,970.8411.060.28%
Technology 56,211.8480.830.14%
SHARIAH TOP40 3,190.20290.90%
FTSE/JSE SHARIAH ALL3,596.27310.88%
COAL MINING13,905.934653.46%
FTSE JSE Fledgling 8,070.5650.07%
FTSE/JSE TOP 40 USD3,696.121995.69%
FTSE/JSE Alt X 1,387.07-0-0.01%
SA LISTED PROPERTY 638.84-3.29-0.51%
CAPPED PROPERTY 517.92-0.28%
RESOURCE 20,307.202391.19%
DIVIDEND PLUS211.84-0-0.10%
FTSE/JSE RAFI 4010,140.03360.36%
Capped Top 4024,781.741060.43%
Capped All Share27,209.821360.50%
JSE TABACO 10,548.44750.71%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
BVTTHE BIDVEST GROUP LIMITEDHOLD30/01/2017
BAWBARLOWORLD LIMITEDHOLD30/01/2017
VODVODACOM GROUP LIMITEDHOLD30/01/2017
NPKNAMPAKSELL30/01/2017
KAPKAP INDUSTRIAL HLDGSBUY30/01/2017
Results Expected**
ExpectedCompany NameFin. Date
02/02/2017HARMONYDecember 2016 (Interim)
02/02/2017HARMONY-PDecember 2016 (Interim)
02/02/2017HAR_NYSEDecember 2016 (Interim)
02/02/2017RESILIENTDecember 2016 (Interim)
06/02/2017MIXTELDecember 2016 (Q)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
TOWER31/01/1714/02/1720/02/17ZAR 0.3840
ECSP C624/01/1707/02/1713/02/17ZAR 1.1123
ECSP A324/01/1707/02/1713/02/17ZAR 0.7671
ECSP C24/01/1707/02/1713/02/17ZAR 1.1123
ECSP C224/01/1707/02/1713/02/17ZAR 1.1123
Ex Div**
Share NameDec-DateLDTPay-DateAmount
NAMPAK 6.502/12/1631/01/1706/02/17ZAR 0.0650
NAMPAK 6%P02/12/1631/01/1706/02/17ZAR 0.0600
CULINAN5.5P13/01/1731/01/1706/02/17ZAR 0.0550

Upcoming AGMs**
CodeCompany NameDateStatus
NPKONampak Ltd.01/02/2017Confirmed
NPP2Nampak Ltd.01/02/2017Confirmed
NPKPNampak Ltd.01/02/2017Confirmed
NPP1Nampak Ltd.01/02/2017Confirmed
NPKNampak Ltd.01/02/2017Confirmed

Stock Exchange News Service
DateTimeHeadline
01/02/201717:30PRESCIENT LIMITED - Dealing in Securities by Directors of a Major Subsidiary and...
01/02/201716:44SILVERBRIDGE HOLDINGS LIMITED - Trading Statement
01/02/201716:29LIFE HEALTHCARE GROUP HOLDINGS LIMITED - Dealings in securities by the Life Heal...
01/02/201716:10OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - Deutsche Boerse...
01/02/201716:00Bid Corporation Limited - Disclosure Of Significant Holding Of Bidcorp Ordinary ...
01/02/201716:00STENPROP LIMITED - Change to the board of directors
01/02/201716:00ANGLO AMERICAN PLC - Total voting rights
01/02/201715:45STANDARD BANK OF SOUTH AFRICA LD - SCIB: The Standard Bank Of South Africa: Issu...
01/02/201715:30ECHO POLSKA PROPERTIES N.V. - Acquisition of retail property portfolio and withd...
01/02/201715:30BRIKOR LIMITED - Unaudited results for the six months ended 31 August 2016
01/02/201715:28MACQUARIE SEC SOUTH AFRICA LIMITED - New Financial Instrument Listing-MAQ096
01/02/201715:25MACQUARIE SEC SOUTH AFRICA LIMITED - New Financial Instrument Listing- MAQ095
01/02/201715:18REDEFINE PROPERTIES LIMITED - Correction to directors dealings in securities ann...
01/02/201715:14SHOPRITE HOLDINGS LIMITED - Changes to the board of directors
01/02/201715:05PPC LIMITED - PPC003 - Interest Rate Reset
01/02/201715:00BRITISH AMERICAN TOBACCO PLC - Voting Rights and Capital
01/02/201715:00CENTRAL RAND GOLD LIMITED - Issue And Allotment Of Ordinary Shares Following Par...
01/02/201714:20STANDARD BANK OF SOUTH AFRICA LD - SCIB: The Standard Bank Of South Africa - Not...
01/02/201714:00M-FITEC INTERNATIONAL LIMITED - Renewal of Cautionary Announcement
01/02/201713:35FIRSTRAND BANK LIMITED - FRJ27 - Listing of New Instrument
01/02/201713:34FIRSTRAND BANK LIMITED - CANCELLATION OF S381002 FRJ27 - Listing of New Instrume...
01/02/201713:15FIRSTRAND BANK LIMITED - FRJ27 - Listing of New Instrument
01/02/201712:05CLICKS GROUP LIMITED - Cancellation and delisting of Clicks Group ordinary share...
01/02/201710:55ASHBURTON MANAGEMENT COMPANY RF (PTY) LIMITED - Listing of Additional Ashburton ...
01/02/201710:52CAPITEC BANK LIMITED - Interest Rate Reset Announcement
01/02/201710:40AFRIMAT LIMITED - Changes to the Afrimat Limited Board
01/02/201710:25HARMONY GOLD MINING COMPANY LIMITED - Fatality at Masimong
01/02/201709:39BARCLAYS AFRICA GROUP LIMITED - BarclaysAfrica/ABSA Bank - Appointment of Non-ex...
01/02/201709:12STEINHOFF SERVICES LIMITED - Availability of Annual Financial Statements
01/02/201709:10YEBOYETHU (RF) LIMITED - Vodacom Group Limited's trading update for the quarter ...
01/02/201709:02MTN GROUP LIMITED - Exchange of Shares in INT Towers Limited
01/02/201709:00COAL OF AFRICA LIMITED - M&G Share Placement
01/02/201709:00MONDI LIMITED - David Hathorn to retire and Peter Oswald to be appointed as Grou...
01/02/201708:45INVICTA HOLDINGS LIMITED - Investor update
01/02/201708:41RBA HOLDINGS LIMITED - Resignation of company secretary
01/02/201708:30SUN INTERNATIONAL LIMITED - Appointment of chief executive and changes to execut...
01/02/201708:00ITALTILE LIMITED - Voluntary Trading Statement for the Six Months Ended 31 Decem...
01/02/201707:05VODACOM GROUP LIMITED - Vodacom Group Limited trading update for the quarter end...
01/02/201707:05STEINHOFF INTERNATIONAL HOLDINGS N.V. - Notice Of Annual General Meeting

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