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 The Sharenet Daily 
Monday, 13 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
Jeremy Woods: Out of the Woods
Huge, the listed R834m market cap telecommunications company has just taken a large stride forward in its bid to become a major player in the telecoms market.  Full story

Ian Stiglingh & Cheyne Anderson
Positive market momentum continued Friday with all three major Wall Street market indexes closing at new record highs and South African markets shrugged off a chaotic SONA with a strong rally on Friday.  Full story

Mark Mayer
REITs, particularly since the turn of the century, have soared in popularity. Since 2010, US REITs have increased in market cap by around 147%. Ex US REIT regions have posted noteworthy growth as well, doubling over the same period. The total global market capitalisation currently stands at approximately US$1.7trillion.  Full story

Top News
[IMAGE]
South Africa's rand edged higher on Monday, lifted by improved risk sentiment globally as fears receded over the impact of U.S. President Donald Trump's trade policies.  Full story

[IMAGE]
South Africa's automotive sector capital expenditure is projected to rise to 8.2 billion rand ($615 million) this year from 6.4 billion rand in 2016, the auto industry body said in a document seen by Reuters.  Full story
Emergency crews early on Monday prepared loads of rock to be dropped by helicopters to seal a crumbling spillway that threatens to inundate communities along the Feather River in Northern California, local media reported.  Full story

North Korea said on Monday it had successfully test-fired a new type of medium- to long-range ballistic missile the previous day, claiming advances in a weapons programme it is pursuing in violation of U.N. resolutions.  Full story

An explosion near the Punjab provincial assembly in the Pakistani city of Lahore killed at least 13 people and wounded 83 others on Monday, a senior police official said.  Full story
 

South Africa's PPC Ltd proposed merging with its nearest rival Afrisam Group on Monday, in a renewed attempt to combine the. . .  Full story
Botswana put its national airline up for tender on Monday, as part of its latest drive to privatise loss-making state companies.. . .  Full story
The following bids, mergers, acquisitions and disposals were reported by 1045 GMT on Monday:. . .  Full story
The Russian rouble surged to 19-month highs versus the dollar on Monday, supported by oil prices and leading other emerging assets, while emerging equities. . .  Full story

Sibanye Gold Ltd has secured a loan of $2.65 billion to support the acquisition of Stillwater Mining Company, the only U.S. miner of platinum and palladium, the South African company said on Monday.. . .  Full story
Company News
Shareholders are advised that ImplatsĘ headline earnings per share (HEPS) for the half year ended 31 December 2016 is expected to be a loss of between 65 and 79 cents per share compared to the half year ended 31 December 2015 HEPS profit of 53 cents. Basic earnings per share (EPS) is expected to be a loss of between 48 and 58 cents per share compared to half year ended 31 December 2015 EPS profit of 31 cents. The difference between EPS and HEPS for the six months to 31 December 20. . .  Full story
Company Results
Revenue grew 47% to R463.0 million (R214.6 million) and gross profit was 57% higher at R262.4 million (R166.6 million). EBITDA rose 44% to R89.9 million (R62.3 million). Profit from operations increased by 32% to R69.5 million (R52.5 million). Profit attributable to. . .  Full story
Revenue for the interim period ended 31 December 2016 increased by 10% to R9 billion (2015: R8.2 billion). Operating profit before capital items rose by 24% to R1.1 billion (2015: R898 million), while profit for the period attributable to owners of. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0052956.71269.420.51%
JSE Top 4017:0045941.81185.000.40%
JSE Gold17:001530.95-5.58-0.36%
JSE Financial17:0041653.62388.500.94%
JSE Industrial17:0075706.5290.120.12%
JSE Indust 2517:0067318.2362.990.09%
JSE Resource17:0034710.08276.480.80%
DJ Futures19:4220347.00120.000.59%
DJ Ind19:5820400.80131.430.65%
SP 50019:582327.2511.150.48%
Nasdaq19:585764.9830.850.54%
FTSE 10018:427278.9220.170.28%
DAX19:0811774.43107.460.92%
CAC4019:084888.1959.871.24%
Nikkei08:2819459.1580.220.41%
Shanghai09:283216.8420.140.63%
Hang-Seng10:2823710.98136.000.58%
All Ords07:375812.9041.300.72%
NZSE 5006:487135.5031.070.44%
NameTimeRPMove% Move
Gold $19:591223.89-9.48-0.77%
Gold R19:5916321.81-142.23-0.86%
Gold R/kg19:58524722-4597-0.87%
Silver $19:5917.8280-0.0910-0.51%
Platinum $19:59997.34-7.20-0.72%
Palladium $19:59773.41-8.09-1.04%
R18617:368.72-0.04-0.51%
R20416:577.66-0.04-0.52%
R20716:577.85-0.03-0.38%
Brent Crude19:4855.54-1.12-1.98%
USD / ZAR19:5913.3355-0.0096-0.07%
GBP / ZAR19:5516.6269-0.0129-0.08%
EUR/ ZAR19:5514.1265-0.0787-0.55%
NZD/ ZAR19:599.5654-0.0498-0.52%
AUD / ZAR19:5510.1883-0.0629-0.61%
USD / JPY19:59113.76400.55800.49%
EUR / USD19:591.0596-0.0043-0.40%
GBP / USD19:591.25030.00170.14%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
13/02/201722411455393265,540,746R15,537,463,732224941376722
10/02/201722411465403346,523,623R21,987,799,5513767102856487
09/02/201719514761403317,630,303R17,927,478,2682491402429129
08/02/201716419364421358,628,749R20,696,966,1332853342430805
07/02/201719519059444311,488,311R18,004,973,1712611331785659
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 DELTA  1291816.22.%3600
2 BASREAD  210189.38.%116066
3 SEPHAKU  300207.14.%110240
4 KUMBAIO  2255013506.37.%1078042
5 RBPLAT  43402405.85.%436858
6 ASSORE  2800015005.66.%61490
7 DAWN  210115.53.%54800
8 CLOVER  1850854.82.%137067
9 AFRO-C  678284.31.%29536
10 STOR-AGE  1150464.17.%47688
11 ADCORP  1650654.10.%112132
12 CIL  2279894.06.%348014
13 KAP  825303.77.%8376247
14 MMIHLDGS  2549923.74.%3683099
15 ALTRON-P  1000353.63.%9867
16 DIPULA-B  1195403.46.%180000
17 TSOGO-SUN  2772873.24.%619806
18 NORTHAM  54251693.22.%1163786
19 TAWANA  13043.17.%104090
20 PSG  244497493.16.%248746

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Major Moves Down
SharenameSaleMove% MoveVolume
1 SILVERB  330-25-7.04.%51060
2 ADAPTIT  1379-91-6.19.%512400
3 DENEB  170-10-5.56.%39871
4 CASHBIL  36553-2147-5.55.%19805
5 E-MEDIA-N  540-29-5.10.%253200
6 TREMATON  280-10-3.45.%13000
7 ANSYS  140-5-3.45.%156283
8 Cognition  131-4-2.96.%22000
9 CLIENTELE  1650-50-2.94.%6561
10 QUANTUMF  314-9-2.79.%62080
11 ATLEAF  1800-50-2.70.%25
12 ADVHLTH  146-4-2.67.%119260
13 LEWIS  4090-111-2.64.%157793
14 INTEWASTE  115-3-2.54.%285188
15 ISA  131-3-2.24.%4900
16 ITLTILE  1345-30-2.18.%144076
17 FORTRESSA  1727-38-2.15.%2585417
18 SOVFOOD  825-18-2.14.%26940
19 ANCHOR  689-15-2.13.%82591
20 CAT  1301-28-2.11.%39752

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New Highs
SharenameSaleHighMove% MoveVolume
1 KUMBAIO  225502263313506.37.%1078042
2 ALTRON-P  10001042353.63.%9867
3 DIPULA-B  11951245403.46.%180000
4 PSG  24449244497493.16.%248746
5 TIGBRANDS  42048420489452.30.%461884
6 Trellidor  625625142.29.%20715
7 MERAFE  19720131.55.%9868034
8 ADCOCK  53405387601.14.%84981
9 HUDACO  13994144001541.11.%85095
10 BARWORLD  11910120011020.86.%858303
11 BLACKSTAR  1030104050.49.%9374
12 REBOSIS  1325134850.38.%363565
13 PINNACLE  1940200060.31.%135600

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New Lows
SharenameSaleLowMove% MoveVolume
1 UPLE  1696155010.06.%1650

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Index Summary
Index NameRPMove% Move
Top 4045,941.81185.000.40%
Industrial75,706.5290.120.12%
Mid Cap79,609.35937.031.19%
Small Cap64,329.46325.810.51%
Resource 2034,710.08276.480.80%
Industrial 2567,318.2362.990.09%
Financial 1515,183.95146.290.97%
Financial & Ind. 3071,067.97189.990.27%
All Share52,956.71269.420.51%
Oil & Gas 7,195.69.000.00%
Mining 26,399.25328.091.26%
Gold Mining1,530.95-5.58-0.36%
Platinum Mining25.02.502.04%
GENERAL MINING7,635.92112.551.50%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 24,746.95230.210.94%
Chemicals 20,173.37-83.45-0.41%
Forestry & Paper 54,889.48220.060.40%
Industrial Metals 13,143.24509.644.03%
Industrials 48,927.39699.981.45%
General Industrials 185.582.981.63%
Consumer Goods 74,765.79167.960.23%
Automobiles & Parts 5,160.7036.230.71%
Household Goods483.8310.29%
Health Care 8,564.4158.190.68%
Beverages 244.153.901.62%
Index NameRPMove% Move
Food Producers 10,336.25181.311.79%
Personal Goods 1,004.86.600.06%
Consumer Services 17,800.03-14.81-0.08%
General Retailers 7,256.01-11.63-0.16%
Travel & Leisure 6,274.3748.650.78%
Media 472.27-1.57-0.33%
Support Services 2,291.0415.910.70%
Telecommunications 6,706.59-75.70-1.12%
Financials 41,653.62388.500.94%
Banks 7,581.3585.061.13%
Non-life Insurance 62,645.74264.320.42%
Life Insurance 37,321.11616.751.68%
General Financial 4,003.2527.850.70%
Technology 57,205.73-395.39-0.69%
SHARIAH TOP40 3,153.63230.72%
FTSE/JSE SHARIAH ALL3,569.98280.78%
COAL MINING13,905.9300.00%
FTSE JSE Fledgling 8,186.20390.48%
FTSE/JSE TOP 40 USD3,703.202065.89%
FTSE/JSE Alt X 1,383.62-7-0.52%
SA LISTED PROPERTY 647.093.470.54%
CAPPED PROPERTY 523.420.30%
RESOURCE 19,745.551840.94%
DIVIDEND PLUS214.7820.76%
FTSE/JSE RAFI 4010,064.82720.72%
Capped Top 4024,658.571140.47%
Capped All Share27,146.741480.55%
JSE TABACO 10,666.00-67-0.62%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
RESRESILIENT PROPERTY INCOME...SELL10/02/2017
IPLIMPERIAL HOLDINGS LTDBUY08/02/2017
MEIMEDICLINIC INT PLCBUY08/02/2017
TKGTELKOM SA LIMITEDHOLD07/02/2017
FSRFIRSTRAND LIMITEDHOLD07/02/2017
Results Expected**
ExpectedCompany NameFin. Date
14/02/2017COMAIRDecember 2016 (Interim)
14/02/2017COMAIRNDecember 2016 (Interim)
14/02/2017JASCODecember 2016 (Interim)
14/02/2017JASCOPDecember 2016 (Interim)
14/02/2017KUMBADecember 2016 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
IMPL CONV10/02/1714/02/1721/02/17ZAR 250.0000
HOSP-B10/02/1728/02/1706/03/17ZAR 0.5609
ITLTILE10/02/1728/02/1706/03/17ZAR 0.1600
SERE09/02/1728/02/1717/03/17EUR 0.0100
FORTRESSB09/02/1707/03/1713/03/17ZAR 0.7859
Ex Div**
Share NameDec-DateLDTPay-DateAmount
ECSP C624/01/1707/02/1713/02/17ZAR 1.1123
ECSP C224/01/1707/02/1713/02/17ZAR 1.1123
ECSP C24/01/1707/02/1713/02/17ZAR 1.1123
ECSP C524/01/1707/02/1713/02/17ZAR 1.1123
ECSP C424/01/1707/02/1713/02/17ZAR 1.1123

Upcoming AGMs**
CodeCompany NameDateStatus
RLOReunert Ltd.13/02/2017Confirmed
RLZPReunert Ltd.13/02/2017Confirmed
RLPReunert Ltd.13/02/2017Confirmed
CMLCoronation Fund Managers Ltd.14/02/2017Confirmed
CMLPCoronation Fund Managers Ltd.14/02/2017Confirmed

Stock Exchange News Service
DateTimeHeadline
13/02/201717:35CONDUIT CAPITAL LIMITED - Dealings in Securities by Directors Pursuant to the Mi...
13/02/201717:30THE BIDVEST GROUP LIMITED - Trading statement
13/02/201716:30OLD MUTUAL PLC - Form 8.3 - Public Opening Position Disclosure - Deutsche Boerse...
13/02/201715:45STANDARD BANK OF SA LTD - New Financial Instrument Listing Announcement - SSN045...
13/02/201715:20HOSPITALITY PROPERTY FUND LIMITED - HPF04 and HPF05 - Maturity Announcement
13/02/201715:10ARGENT INDUSTRIAL LIMITED - Dealing in Securities by a Director
13/02/201714:55FIRSTRAND BANK LIMITED - Listing of Dollar Custodial Certificates - DCCUSD
13/02/201714:54INVESTEC BANK LIMITED - SXEIIB- Adjustment to the Issue Size
13/02/201714:51INVESTEC BANK LIMITED - SXEIIA- Adjustment to the Issue Size
13/02/201714:46IVUZI INVESTMENTS LIMITED - IVA660 - Maturity Announcement
13/02/201714:15TRADEHOLD LIMITED - Dealings in securities by an associate of a director of the ...
13/02/201714:12AVENG LIMITED - Trading statement , transaction update & Renewal of Cautionary A...
13/02/201714:05NEWFUNDS COLLECTIVE INVEST SCHEME - NFEMOM - Change to Index Constituents effect...
13/02/201714:00IMPALA PLATINUM HOLDINGS LIMITED - Trading Statement for the six months ended 31...
13/02/201713:45JUBILEE PLATINUM PLC - Exercise of warrants
13/02/201713:32ACSION LIMITED - Directors dealing in securities
13/02/201713:30HOSPITALITY PROPERTY FUND LIMITED - Availability of the Interim Results
13/02/201713:15MONDI PLC - Notification of Major Interests in Shares
13/02/201713:13LAND & AGRICULTURAL DEV BANK OF SA - LBK15-Tap Issue
13/02/201713:00KAP INDUSTRIAL HOLDINGS LIMITED - Unaudited Results For The Six Months Ended 31 ...
13/02/201712:30PRESCIENT LIMITED - Assets Under Management
13/02/201711:50SENTULA MINING LIMITED - Disposal by Sentula Mining Services (Pty) Ltd of a lett...
13/02/201711:09HUDACO INDUSTRIES LIMITED - Director dealing in securities
13/02/201709:35TAWANA RESOURCES NL - Continued Strong Metallurgical Results at the Bald Hill Mi...
13/02/201709:20CORESHARES INDEX TRACKER MANAGERS (RF) PROPRIETARY LIMITED - Listing of 50 000 A...
13/02/201709:10CORESHARES INDEX TRACKER MANAGERS (RF) PROPRIETARY LIMITED - Listing of 50 000 a...
13/02/201709:00CORESHARES INDEX TRACKER MANAGERS (RF) PROPRIETARY LIMITED - Additional listing ...
13/02/201709:00THARISA PLC - Report on Payments to Governments
13/02/201708:58SIBANYE GOLD LIMITED - Sibanye closes syndication of US$2,650,000,000 bridge fac...
13/02/201708:35GOLD BRANDS INVESTMENTS LIMITED - Gold Brands Investments Limited Acquires 50% o...
13/02/201707:45PPC LIMITED - Detailed Cautionary Announcement in Relation to the Proposed Merge...
13/02/201707:30NEW EUROPE PROPERTY INVESTMENTS PLC - Update: Merger of NEPI and Rockcastle
13/02/201707:20ADAPT IT HOLDINGS LIMITED - Unaudited Condensed Consolidated Interim Group Resul...
13/02/201707:15Premier Food and Fishing Limited - Listing Of PFF On The Main Board Of The JSE L...
13/02/201707:15AFRICAN EQUITY EMPOWERMENT INVESTMENTS LIMITED - Listing Of AEEIs Subsidiary, Pr...

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