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 The Sharenet Daily 
Tuesday, 28 March 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
Since the trough printed on 19th Jan 2016, the JSE priced in dollars (how most international investors will be looking at it) has risen an astonishing 46% after crashing 45% from 29th July 2014. The JSE priced in rands, however, has only managed a modest 6% rise since the 19th Jan 2016.  Full story

Mark Mayer
The traditional REIT sector is predominantly made up of the Big Four property types: retail, industrial, residential and office. These property types have performed well since the lows of 2009, but it is specialty REITs that have overtaken the pace at which growth is being achieved by these different sub-sectors of the listed real estate market.   Full story

Sharenet
The unceremonious recall of Gordhan from an international investor roadshow has caused havoc with the Rand. We update events around this issue throughout the day here.  Full story

Sharenet
South Africa's Finance Minister, Pravin Gordhan, looks on the brink of being dismissed by President Zuma after the Presidency called Gordhan back from an international roadshow.   Full story

Sharenet
As of late, the sun has gone down on Sun International. The share price took a hammering 2 weeks ago, after releasing an updated trading statement confirming HEPS will likely be down be between 35-45%.   Full story

Top News
[IMAGE]
Finance Minister Pravin Gordhan flew back to South Africa on Tuesday, obeying an abrupt recall from President Jacob Zuma, and said he was still the finance minister when asked about reports that he was about to be sacked.  Full story

[IMAGE]
South Africa's Chamber of Mines is "deeply concerned" about President Jacob Zuma order to recall his finance minister from an investor roadshow abroad, the industry lobby group said on Tuesday.  Full story
The top Republican in Congress on Tuesday stood by Devin Nunes, an ally of President Donald Trump who heads the House of Representatives intelligence committee and is under fire for his handling of an investigation into possible Russian ties to Trump's election campaign.  Full story

French police said on Tuesday they opened an inquiry after a Chinese man was shot dead by police at his Paris home, triggering rioting in the French capital by members of the Chinese community and a sharp reaction from Beijing.  Full story

Howling winds, heavy rain and huge seas pounded Australia's northeast on Tuesday, damaging homes, wrecking jetties and cutting power to thousands of people as Tropical Cyclone Debbie tore through the far north of Queensland.  Full story
 
SA Business
South Africa will likely harvest 14.32 million tonnes of maize in 2017, 84 percent more than last year as favourable weather. . .  Full story
South Africa's Crop Estimates Committee released its latest crop estimates on Tuesday. Below is a breakdown of the data.. . .  Full story
Barclays is in exclusive talks to sell its stake in its Zimbabwe unit to Malawi-based First Merchant Bank, the lenders said. . .  Full story
The cost of insuring South African government debt against default hit the highest level in nearly eight weeks on Tuesday after. . .  Full story

Stocks recovered on Tuesday as investors chose to look beyond U.S. President Donald Trump's setback on healthcare reform and awaited comments from several Federal. . .  Full story
Souq.com will expand its workforce and operations after Amazon clinched a deal to buy 100 percent of the Middle East online retailer, executives from. . .  Full story
South Africa's Pravin Gordhan said he was still the finance minister in response to a question as he attended a court hearing on. . .  Full story
At least some of the proceeds from the sale of Souq.com to Amazon.com will be invested back in the business, the co-founder of. . .  Full story

The top six of South Africa's ruling African National Congress party have approved the removal of Finance Minister Pravin Gordhan, ANN7 television reported on Tuesday, citing sources.. . .  Full story
Initial public offerings (IPOs) by companies based in Britain have raised $1.53 billion so far in 2017, a 28 percent decline on last year and the lowest year-to-date total since 2012 as Britain prepares. . .  Full story
South Africa's Treasury sold a total of 2.35 billion rand ($181 million) worth of its 2026, 2036 and 2040 instruments on Tuesday.. . .  Full story
Company News
Gold Fields Ltd. (Gold Fields) (JSE, NYSE: GFI) published its Integrated Annual Report 2016 and a number of associated reports on. . .  Full story
Shareholders are advised that Textainer Group Holdings Ltd. (NYSE: TGH) (˘Textainer÷), in which Trencor has a 48% beneficiary interest, filed its. . .  Full story
MTN shareholders are advised that the audited annual financial statements of the MTN Group contained in the MTN Annual Report 2016. . .  Full story
Shareholders are advised of the following changes within SanlamĂs (˘Sanlam÷) Executive Management. * The Chief Executive Officer (˘CEO÷) of Sanlam Personal Finance. . .  Full story
Company Results
The following are the company's maiden final results following the change in year end from June to December. Revenue from continuing. . .  Full story
Revenue for the year grew to R296 000 (2015: R207 000). Loss from operating activities widened to R22.5 million (2015: R6.7. . .  Full story
Revenue for the year increased to R1.278 billion (2015: R1.133 billion), gross profit rose to R215.2 million (2015: R171.8 million), net. . .  Full story
Lending and investment income for the year increased to R16.071 billion (2016: R14.019 billion), net income rose to R10.679 billion (2016:. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0052309.23584.311.13%
JSE Top 4017:0045215.36554.461.24%
JSE Gold17:001379.84-14.98-1.07%
JSE Financial17:0041814.1740.790.10%
JSE Industrial17:0076998.32827.651.09%
JSE Indust 2517:0068443.39756.191.12%
JSE Resource17:0031323.90749.382.45%
DJ Futures19:4820613.00116.000.57%
DJ Ind19:5820693.05142.070.69%
SP 50018:312353.2011.610.50%
Nasdaq19:585873.0932.720.56%
FTSE 10017:427343.4249.920.68%
DAX18:0812149.42153.351.28%
CAC4018:085046.2028.770.57%
Nikkei08:3219202.87217.281.14%
Shanghai09:283252.95-14.01-0.43%
Hang-Seng10:3224345.87152.170.63%
All Ords07:375860.4071.201.23%
NZSE 5009:107065.232.520.04%
NameTimeRPMove% Move
Gold $19:591251.50-2.98-0.24%
Gold R19:5816240.17262.501.64%
Gold R/kg19:5752229286091.68%
Silver $19:5918.11400.05000.28%
Platinum $19:59955.45-11.14-1.15%
Palladium $19:59790.87-2.69-0.34%
R18617:218.720.121.40%
R20416:597.600.020.26%
R20716:597.810.172.16%
Brent Crude19:4851.430.631.24%
USD / ZAR19:5912.98750.22851.79%
GBP / ZAR19:5516.14440.17781.11%
EUR/ ZAR19:5514.03850.19941.44%
NZD/ ZAR19:589.11530.14161.58%
AUD / ZAR19:559.91580.21472.21%
USD / JPY19:59110.98100.36500.33%
EUR / USD19:591.0824-0.0040-0.37%
GBP / USD19:591.2468-0.0091-0.72%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
28/03/201724314162446351,461,992R24,323,888,2053068243696893
27/03/201716820158427331,801,403R17,241,884,0122582863491608
24/03/201712221553390247,734,763R14,077,234,9202121482041701
23/03/201712920651386294,087,376R15,249,284,0442213591998702
22/03/201711922464407293,938,799R21,199,946,178348047974098
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 TAWANA  2656230.54.%190298
2 INSIMBI  1091111.22.%2600
3 INTEWASTE  1051010.53.%17900
4 ARM   94807258.28.%2023071
5 SILVERB  285207.55.%12127
6 BASREAD  230167.48.%126231
7 DELTA  11076.80.%627
8 KUMBAIO  2037012366.46.%1677184
9 HUGE  959586.44.%7251
10 RHODES  24391386.00.%1168313
11 SASOL  3822121265.89.%3459580
12 TELKOM  76274095.67.%2635192
13 CARGO  950505.56.%150
14 LONMIN  1443765.56.%364260
15 ASSORE  2345011425.12.%89823
16 ACSION  735355.00.%210
17 INGENUITY  10555.00.%10500
18 ANGLOPLAT  3061813704.68.%291364
19 E-MEDIA-N  575254.55.%1000
20 NORTHAM  53082224.36.%1605848

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Major Moves Down
SharenameSaleMove% MoveVolume
1 ALARIS  190-25-11.63.%14400
2 MARSHALL  1521-179-10.53.%932
3 BELL  1280-107-7.71.%2000
4 PALLINGHT  435-30-6.45.%388292
5 ALTRON  1053-65-5.81.%14242
6 DENEB  169-8-4.52.%2750
7 SIBANYE  2898-118-3.91.%6763177
8 NIVEUS  3850-139-3.48.%2266
9 GROUP-5  2300-80-3.36.%206227
10 BRIMST-N  1450-50-3.33.%33598
11 BOWCALF  755-25-3.21.%38190
12 ANSYS  125-4-3.10.%402442
13 RBPLAT  3303-97-2.85.%37028
14 MRPRICE  16711-489-2.84.%1278198
15 TFG  16554-396-2.34.%1769585
16 WESCOAL  225-5-2.17.%319783
17 WOOLIES  7207-157-2.13.%4490611
18 CLOVER  1900-41-2.11.%53575
19 ARGENT  470-10-2.08.%43514
20 TRNPACO  2830-60-2.08.%75

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New Highs
SharenameSaleHighMove% MoveVolume
1 TAWANA  2652706230.54.%190298
2 INGENUITY  10510555.00.%10500
3 AECI  11660121863533.12.%124837
4 MONDIPLCP  31172315683371.09.%476174
5 AEGConv  81500081500050000.62.%15
6 STOR-AGE  1122122540.36.%15206

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New Lows
SharenameSaleLowMove% MoveVolume
1 ATLEAF  15601555-15-0.95.%81019
2 DAWN  1081020.113460
3 JSE  13166128782652.05.%422530

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Index Summary
Index NameRPMove% Move
Top 4045,215.36554.461.24%
Industrial76,998.32827.651.09%
Mid Cap79,399.07477.470.60%
Small Cap64,759.55356.630.55%
Resource 2031,323.90749.382.45%
Industrial 2568,443.39756.191.12%
Financial 1515,233.2410.010.07%
Financial & Ind. 3071,894.38611.400.86%
All Share52,309.23584.311.13%
Oil & Gas 7,195.69.000.00%
Mining 22,805.01445.431.99%
Gold Mining1,379.84-14.98-1.07%
Platinum Mining21.19.633.06%
GENERAL MINING6,529.33160.562.52%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 22,405.50542.812.48%
Chemicals 19,952.811013.615.35%
Forestry & Paper 56,993.42787.131.40%
Industrial Metals 11,740.95386.213.40%
Industrials 47,430.42-198.39-0.42%
General Industrials 176.02-1.84-1.03%
Consumer Goods 74,173.91598.860.81%
Automobiles & Parts 5,740.4033.960.60%
Household Goods436.8261.36%
Health Care 7,841.45101.021.31%
Beverages 233.813.251.41%
Index NameRPMove% Move
Food Producers 10,546.534.960.05%
Personal Goods 1,011.559.490.95%
Consumer Services 18,861.10330.081.78%
General Retailers 7,450.50-120.51-1.59%
Travel & Leisure 6,329.16128.362.07%
Media 501.5415.053.09%
Support Services 2,289.258.710.38%
Telecommunications 7,013.3314.190.20%
Financials 41,814.1740.790.10%
Banks 7,683.35-4.96-0.06%
Non-life Insurance 67,173.481802.642.76%
Life Insurance 37,946.1867.560.18%
General Financial 3,969.4823.380.59%
Technology 55,689.73255.460.46%
SHARIAH TOP40 2,881.65561.97%
FTSE/JSE SHARIAH ALL3,325.70551.68%
COAL MINING14,538.02510.35%
FTSE JSE Fledgling 7,976.95170.21%
FTSE/JSE TOP 40 USD3,764.082677.63%
FTSE/JSE Alt X 1,363.69-2-0.14%
SA LISTED PROPERTY 638.74-.54-0.08%
CAPPED PROPERTY 513.36-0.09%
RESOURCE 17,877.314332.48%
DIVIDEND PLUS217.0710.57%
FTSE/JSE RAFI 409,783.341151.19%
Capped Top 4024,105.642531.06%
Capped All Share26,720.542711.03%
JSE TABACO 10,789.44680.64%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
SBKSTANDARD BANK GROUP LIMIT...SELL27/03/2017
FSRFIRSTRAND LIMITEDHOLD27/03/2017
GRTGROWTHPOINT PROPERTIES LI...SELL24/03/2017
BGABARCLAYS AFRICA GRP LTDHOLD24/03/2017
PPCPPC LIMITEDBUY23/03/2017
Results Expected**
ExpectedCompany NameFin. Date
30/03/2017BUFFALODecember 2016 (Final)
30/03/2017HOWDENDecember 2016 (Final)
30/03/2017OANDODecember 2016 (Final)
30/03/2017ORIONDecember 2016 (Interim)
30/03/2017TRANSCENDDecember 2016 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
ECSP A427/03/1710/04/1718/04/17ZAR 0.9315
ECSP C527/03/1710/04/1718/04/17ZAR 1.3507
ECSP C627/03/1710/04/1718/04/17ZAR 1.3507
ECSP C727/03/1710/04/1718/04/17ZAR 1.3507
ECSP A327/03/1710/04/1718/04/17ZAR 0.9315
Ex Div**
Share NameDec-DateLDTPay-DateAmount
ASTRAPAKP10/03/1728/03/1703/04/17ZAR 4.8329
GRINDROD PREF02/03/1728/03/1703/04/17ZAR 4.6600
STANBANK02/03/1728/03/1703/04/17ZAR 4.4000
HYPROP03/03/1728/03/1703/04/17ZAR 3.4730
RMBH10/03/1728/03/1703/04/17ZAR 1.5300

Upcoming AGMs**
CodeCompany NameDateStatus
HDCHudaco Industries Ltd.29/03/2017Confirmed
CILConsolidated Infrastructure Group Ltd.29/03/2017Confirmed
ENXenX Group Ltd.29/03/2017Confirmed
GRPGreenbay Properties Ltd.31/03/2017Confirmed

Stock Exchange News Service
DateTimeHeadline
28/03/201717:37TEXTON PROPERTY FUND LIMITED - Changes in the directorate
28/03/201717:30CAPITAL & COUNTIES PROPERTIES PLC - Notification of transactions of persons disc...
28/03/201717:22ANGLO AMERICAN PLC - Anglo American Capital plc announces final results and pric...
28/03/201717:05JSE LIMITED - Index Change Advice 20170331 PBT Group Limited ICB Classification...
28/03/201716:53BRIMSTONE INVESTMENT CORPORATION LIMITED - A proposed specific repurchase, detai...
28/03/201716:38GOLD FIELDS LIMITED - Gold Fields publishes 2016 Integrated Annual Report
28/03/201716:37TRENCOR LIMITED - Textainer releases 2016 annual report on Form 20-F
28/03/201716:25OLD MUTUAL PLC - Form 8.3 Disclosure - Redrow plc
28/03/201716:19MTN GROUP LIMITED - No Change Statement and Notice of Annual General Meeting
28/03/201716:17LIFE HEALTHCARE GROUP HOLDINGS LIMITED - Publication of circular and details reg...
28/03/201716:14RCL FOODS LIMITED - Dealings in share appreciation rights (SARs) by a director, ...
28/03/201716:10REUNERT LIMITED - Notification in terms of Section 122(3) of the Companies Act a...
28/03/201716:00BUFFALO COAL CORP - Consolidated financial statements for the years ended 31 Dec...
28/03/201716:00BUFFALO COAL CORP - Management Discussion and Analysis
28/03/201715:45SANLAM LIMITED - Sanlam Limited Changes to the Executive Committee
28/03/201715:36PEMBURY LIFESTYLE GROUP LIMITED - Results of Offer and Listing of Pembury Lifest...
28/03/201715:35SPEAR REIT LIMITED - Acquisition Of 15 On Orange Hotel Clarification
28/03/201715:09BARLOWORLD LIMITED - Dealings in securities
28/03/201715:08MUSTEK LIMITED - Repurchase of ordinary shares in Mustek
28/03/201714:45ANGLOGOLD ASHANTI LIMITED - Dealing in Securities by the Company Secretary of An...
28/03/201714:30STANDARD BANK OF SA LTD - New Financial Instrument Listing Announcement - CLN467...
28/03/201713:59STANDARD BANK GROUP LIMITED - SBT101-New Financial Instrument Listing
28/03/201713:26AFROCENTRIC INVESTMENT CORP LIMITED - Interim results and dividend declaration
28/03/201713:07ANHEUSER-BUSCH INBEV SA/NV - Anheuser-Busch InBev Commits to a 100% Renewable El...
28/03/201713:00OLD MUTUAL PLC - Form 8.3 Disclosure - Exova Group
28/03/201712:30RHODES FOOD GROUP HOLDINGS LIMITED - Disclosure of significant holding of RFG or...
28/03/201712:20ASHBURTON MANAGEMENT COMPANY RF (PTY) LIMITED - Listing of Additional Ashburton ...
28/03/201711:55DEUTSCHE BANK AG LONDON - Deutsche Bank AG - DBRMIG - Distribution Announcement
28/03/201711:35GRAND PARADE INVESTMENTS LIMITED - General Repurchase of Ordinary Shares
28/03/201711:30ECHO POLSKA PROPERTIES N.V. - Update to tax considerations in respect of the mai...
28/03/201711:13ANGLO AMERICAN PLC - Anglo American Capital plc announces indicative results of ...
28/03/201711:01SHOPRITE INVESTMENTS LIMITED - Redemption finalisation announcement - SHPCB
28/03/201711:00TISO BLACKSTAR GROUP SE - Notification Of Major Interest In Shares
28/03/201711:00MPACT LIMITED - No change statement and notice of annual general meeting
28/03/201710:04ABSA CAPITAL - LPDM01 - Notice of Expiry of Long Equity Investment Plan Security
28/03/201709:00CORESHARES GLOBAL INVESTMENTS PCC - Listing of 133 616 additional CSP500 Securit...
28/03/201708:55HULAMIN LIMITED - Dealings in securities by a director of a major subsidiary and...
28/03/201708:52TAWANA RESOURCES NL - Completion of Acquisition of Cowan Lithium Project
28/03/201708:33DISTRIB. AND WAREHOUSING NETWORK LD - Change to the board of directors
28/03/201708:30GAIA INFRASTRUCTURE CAPITAL LIMITED - Change in Company Secretary
28/03/201708:30EOH HOLDINGS LIMITED - Dealings in Securities by a Director
28/03/201708:16PLATFIELDS LIMITED - Renewal of Cautionary Announcement
28/03/201707:30MARA DELTA PROPERTY HOLDINGS LIMITED - Cautionary Announcement (Rights Offer) An...
28/03/201707:06CAPITEC BANK HOLDINGS LIMITED - Quarterly Disclosure In Terms Of Regulation 43 O...
28/03/201707:05CAPITEC BANK HOLDINGS LIMITED - Summarised Audited Financial Statements For The ...

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