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 The Sharenet Daily 
Tuesday, 11 April 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
Joani van Wyk
In a previous article, we showed that the companies within the Top40 Index collectively generate 62% of their earnings in foreign markets. Breaking down the index, we found that there were several good picks that could effectively hedge against rand weakness. Following recent market events, we test our theory by looking at the performance of these companies since the cabinet reshuffle.  Full story

Sharenet
Richemont have had a good run in the past couple of months, but it was also coming off a low base since luxury goods sales slowed in September last year.  Full story

Sharenet
SA markets rallied yesterday led by gains in resources and a weaker Rand that boosted large cap offshore earners.   Full story

Top News
[IMAGE]
Barclays' plan to sell its African business and pull out of the continent are being hindered by South Africa's political upheaval and credit-rating downgrades, according to banking sources and fund managers.  Full story

[IMAGE]
South Africa's manufacturing output plunged in February as a sustained slump in consumer and business confidence hit the economy's second biggest sector, raising worries of a recession.  Full story
Hungary faced criticism from Washington and Brussels on Tuesday over a new law they believe targets a Budapest university founded by U.S. financier George Soros that is viewed as a bastion of independent thinking in eastern Europe.  Full story

A fire razed most of the Grande-Synthe migrant camp near Dunkirk in northern France overnight after fighting among its inhabitants left several people injured, the region's top government official said early on Tuesday.  Full story

Police in San Bernardino, California, sought more clues on Tuesday to the marital discord they believe led a gunman to walk into an elementary school class taught by his estranged wife and open fire, fatally shooting her and a student before killing himself.  Full story
 
SA Business
South African e-commerce and pay-TV group Naspers will pay 960 million rand ($69 million) to increase its stake in local online retailer Takealot, the companies said in a joint statement on Tuesday.. . .  Full story
South Africa's rand recovered on Tuesday as rising geopolitical concerns cooled the dollar, helping to relieve pressure on the local currency following credit downgrades by two agencies last week. * At 0645 GMT. . .  Full story

OPEC appears to be slowly winning the battle against a global overhang of crude and oil products as inventories in onshore and floating storage decline.. . .  Full story
China, Brazil, India and South Africa have urged industrialised countries to honour financial commitments made in Paris in 2015 to help developing countries fight against global climate change, they said in. . .  Full story
Emerging stocks slipped to three-week lows and were set for their longest losing streak of the year as tensions stemming from Syria and North Korea kept investors away from riskier assets, although Russia's rouble firmed. . .  Full story
Company News
Old Mutual published its Annual Financial Report for 2016. Copies of the Annual Financial Report, the Strategic Report for 2016, the shareholder circular containing Notice of the 2017 Annual General Meeting (AGM) and the Form of Proxy for the AGM have been submitted to the National Storage Mechanism and will shortly be available for inspection at www.hemscott.com/nsm.do. These documents will also be available on the Company∆s own website at www.oldmutualplc.com. Copies of the Annual Fina. . .  Full story
Company Results
Revenue increased to R10.2 billion (R9.3 billion). Gross profit rose to R1.66 billion (R1.55 billion). Total income grew to R313 million (R289 million). Loss attributable to owners was recorded at R796 million (profit of R782 million). In addition, headline loss per share came to 47.5 cents per share (headline earnings per share of 36.5 cents per share). Dividend The directors have resolved to declare a gross final dividend of 11 cents (2016: 9 cents) per share from income reserves i. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0053535.16395.200.74%
JSE Top 4017:0046757.54335.050.72%
JSE Gold17:001623.3265.684.22%
JSE Financial17:0039891.84535.001.36%
JSE Industrial17:0078703.13556.320.71%
JSE Indust 2517:0070534.98554.340.79%
JSE Resource17:0034768.8049.670.14%
DJ Futures19:5820585.00-13.00-0.06%
DJ Ind19:5820626.11-31.91-0.15%
SP 50018:312348.62-8.54-0.36%
Nasdaq19:585855.65-25.28-0.43%
FTSE 10017:467365.5016.560.23%
DAX18:0812139.35-61.17-0.50%
CAC4018:085101.86-5.59-0.11%
Nikkei08:2818747.87-50.01-0.27%
Shanghai09:283288.9719.580.60%
Hang-Seng10:3024088.46-173.72-0.72%
All Ords08:435964.6015.700.26%
NZSE 5007:487254.3815.520.21%
NameTimeRPMove% Move
Gold $19:591272.7418.001.43%
Gold R19:5817597.16105.530.60%
Gold R/kg19:5856574933930.60%
Silver $19:5918.25300.35401.98%
Platinum $19:59966.6629.913.20%
Palladium $19:59804.8717.372.21%
R18617:378.95-0.04-0.44%
R20417:057.650.020.26%
R20717:057.820.010.06%
Brent Crude19:3856.02-0.30-0.53%
USD / ZAR19:5913.8275-0.1145-0.82%
GBP / ZAR19:5517.2213-0.0624-0.36%
EUR/ ZAR19:5514.6567-0.1213-0.82%
NZD/ ZAR19:599.6158-0.0972-1.00%
AUD / ZAR19:5510.3648-0.1022-0.98%
USD / JPY19:59109.6980-1.1520-1.04%
EUR / USD19:591.06040.00060.06%
GBP / USD19:591.24850.00670.54%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
11/04/201720713044381316,020,785R22,057,056,3183176283141230
10/04/201718219662440299,865,440R19,619,500,8592888092672314
07/04/201716917664409277,359,794R18,757,392,9392932353197271
06/04/201713222956417360,252,899R23,371,001,2633363672576300
05/04/201717319847418384,880,011R26,409,528,1213615913220006
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 TAWANA  3053010.91.%103947
2 HARMONY  37872517.10.%3491779
3 ISA  14596.62.%4000
4 YeboYethu  62203646.22.%3073
5 ADVHLTH  15085.63.%133250
6 ANGLOPLAT  3718519455.52.%554701
7 Liberty2D  1005505.24.%40976
8 PNR-FOODS  175508605.15.%505143
9 CML  65312964.75.%1515849
10 ANGGOLD  174957834.69.%1390197
11 ANCHOR  697314.65.%301428
12 IMPLATS  49841984.14.%4009687
13 CSG  13054.00.%28000
14 DRDGOLD  701263.85.%342377
15 BLACKSTAR  985353.68.%6200
16 LIB-HOLD  102953643.67.%573744
17 MIXTEL  345123.60.%13500
18 TORRE  14553.57.%90212
19 SIBANYE  34151153.48.%6193071
20 TFG  146444903.46.%3395567

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Major Moves Down
SharenameSaleMove% MoveVolume
1 Transcend  610-90-12.86.%2444
2 TRNPACO  2520-280-10.00.%483
3 AME  6000-500-7.69.%100
4 GRANPRADE  340-25-6.85.%148894
5 AFRIMAT  2850-200-6.56.%11910
6 ALARIS  200-13-6.10.%32627
7 MUSTEK  430-25-5.49.%79600
8 KUMBAIO  20450-1178-5.45.%818024
9 FAIRVEST  185-10-5.13.%172122
10 CLIENTELE  1635-75-4.39.%2936
11 ANSYS  112-5-4.27.%126210
12 DAWN  106-4-3.64.%269665
13 SEPHAKU  280-10-3.45.%158813
14 BALWIN  720-25-3.36.%39190
15 HUGE  870-30-3.33.%24705
16 ARGENT  445-15-3.26.%352
17 NET1UEPS  15876-514-3.14.%1
18 LONG4LIFE  645-20-3.01.%850918
19 GROUP-5  1750-50-2.78.%422303
20 TELKOM  7001-199-2.76.%2112598

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New Highs
SharenameSaleHighMove% MoveVolume
1 YeboYethu  622062203646.22.%3073
2 RICHEMONT  11075111321841.69.%7216987
3 MONDILTDP  33990340823401.01.%396996
4 MONDIPLCP  34000341402640.78.%470110
5 GLENCORE  55095686-3-0.05.%2212910
6 EXXARO  1248813150-300-2.35.%1647187

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New Lows
SharenameSaleLowMove% MoveVolume
1 Transcend  610610-90-12.86.%2444

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Index Summary
Index NameRPMove% Move
Top 4046,757.54335.050.72%
Industrial78,703.13556.320.71%
Mid Cap77,071.751081.931.42%
Small Cap62,859.83-108.92-0.17%
Resource 2034,768.8049.670.14%
Industrial 2570,534.98554.340.79%
Financial 1514,419.31203.211.43%
Financial & Ind. 3072,960.30657.050.91%
All Share53,535.16395.200.74%
Oil & Gas 7,195.69.000.00%
Mining 25,647.32108.120.42%
Gold Mining1,623.3265.684.22%
Platinum Mining24.31.753.18%
GENERAL MINING7,271.84-35.94-0.49%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 24,833.7349.690.20%
Chemicals 21,237.79-171.07-0.80%
Forestry & Paper 62,300.44402.830.65%
Industrial Metals 12,158.50-345.82-2.77%
Industrials 45,700.01206.600.45%
General Industrials 171.131.160.68%
Consumer Goods 79,275.501089.211.39%
Automobiles & Parts 5,434.70-88.31-1.60%
Household Goods472.8551.03%
Health Care 7,411.1118.280.25%
Beverages 224.872.030.91%
Index NameRPMove% Move
Food Producers 9,937.00154.551.58%
Personal Goods 1,106.1318.381.69%
Consumer Services 19,295.1957.800.30%
General Retailers 6,828.8490.911.35%
Travel & Leisure 5,823.14-54.57-0.93%
Media 532.86-.49-0.09%
Support Services 2,192.64-17.59-0.80%
Telecommunications 6,918.8368.761.00%
Financials 39,891.84535.001.36%
Banks 6,949.71112.951.65%
Non-life Insurance 64,162.92985.911.56%
Life Insurance 36,055.14686.541.94%
General Financial 3,845.2752.491.38%
Technology 54,280.74-170.91-0.31%
SHARIAH TOP40 3,100.90100.31%
FTSE/JSE SHARIAH ALL3,508.96130.36%
COAL MINING15,787.03-379-2.35%
FTSE JSE Fledgling 7,746.20-3-0.03%
FTSE/JSE TOP 40 USD3,621.141243.54%
FTSE/JSE Alt X 1,327.70231.74%
SA LISTED PROPERTY 616.414.110.67%
CAPPED PROPERTY 511.880.69%
RESOURCE 19,814.79400.20%
DIVIDEND PLUS213.6221.07%
FTSE/JSE RAFI 4010,062.51750.75%
Capped Top 4024,853.811980.80%
Capped All Share27,290.812140.79%
JSE TABACO 11,888.491130.96%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
SOLSASOL LIMITEDBUY10/04/2017
FSRFIRSTRAND LIMITEDHOLD07/04/2017
SBKSTANDARD BANK GROUP LIMIT...SELL07/04/2017
NEDNEDBANK GROUP LTDHOLD07/04/2017
BGABARCLAYS AFRICA GRP LTDHOLD07/04/2017
Results Expected**
ExpectedCompany NameFin. Date
12/04/2017EASTPLATSDecember 2016 (Final)
12/04/2017PHUMELELAJanuary 2017 (Interim)
13/04/2017ASCEN AFebruary 2017 (Interim)
13/04/2017ASCEN BFebruary 2017 (Interim)
13/04/2017PSG KSTFebruary 2017 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
ZEDER10/04/1702/05/1708/05/17ZAR 0.1100
BARWORLD6%P03/04/1702/05/1708/05/17ZAR 0.0600
NTC PREF03/04/1709/05/1715/05/17ZAR 4.3194
ILPREF231/03/1718/04/1724/04/17ZAR 14.4374
TELEMASTR31/03/1718/04/1724/04/17ZAR 0.0050
Ex Div**
Share NameDec-DateLDTPay-DateAmount
ABSABANK-P23/02/1704/04/1710/04/17ZAR 36.4479
NEDBANK28/02/1710/04/1718/04/17ZAR 6.3000
B-AFRICA23/02/1704/04/1710/04/17ZAR 5.7000
SHFINV-PREF15/03/1710/04/1718/04/17ZAR 4.3668
SASFIN-P16/03/1704/04/1710/04/17ZAR 4.3668

Upcoming AGMs**
CodeCompany NameDateStatus
AIAAscension Properties Ltd.11/04/2017Confirmed
AIBAscension Properties Ltd.11/04/2017Confirmed
RBPRoyal Bafokeng Platinum Ltd.12/04/2017Confirmed

Stock Exchange News Service
DateTimeHeadline
11/04/201717:50STANDARD BANK OF SA LTD - Delisting of Financial Instrument Announcement - SSN03...
11/04/201717:30HAMMERSON PLC - TR-1: Notification of major interest in shares
11/04/201717:30SANTAM LIMITED - Credit rating announcement
11/04/201717:30SANLAM LIFE INSURANCE LIMITED - SLI3/ SLI4 - Credit Rating Action by Standard & ...
11/04/201717:25OLD MUTUAL PLC - Details of the person discharging managerial responsibilities (...
11/04/201717:15ANGLO AMERICAN PLC - Notification of major interest in shares
11/04/201717:15TRANSCEND RESIDENTIAL PROPERTY FUND LIMITED - Dealing in securities by a directo...
11/04/201717:05JSE LIMITED - Informative Notice 20170419 Capital & Counties Scrip Dividend
11/04/201717:00Deutsche Bank Ag London - Declared Distribution Announcement On Exxaro Stub
11/04/201716:54EXXARO RESOURCES LIMITED - EXX - Credit Rating Action by Standard and Poor's fol...
11/04/201716:47ASCENSION PROPERTIES LIMITED - Results of annual general meeting
11/04/201716:45FIRSTRAND BANK LIMITED - FRX26 - listing of tap issue
11/04/201716:40NEWFUNDS COLLECTIVE INVEST SCHEME - NFEMOM - Change to Index Constituents effect...
11/04/201716:36ANGLOGOLD ASHANTI LIMITED - Notice of Annual General Meeting
11/04/201716:10BARLOWORLD LIMITED - BAW3 - Interest Rate Reset
11/04/201715:59BARLOWORLD LIMITED - BAW24 - Interest Rate Reset
11/04/201715:55SASOL LIMITED - Sasol completes majority of Rand/US dollar hedging programme for...
11/04/201715:55FORTRESS INCOME FUND LIMITED - Credit Rating Announcement
11/04/201715:20NET 1 UEPS TECHNOLOGIES INC - Net 1 UEPS Technologies, Inc. to host conference c...
11/04/201715:10CAPITAL & COUNTIES PROPERTIES PLC - Notification Of Major Interests In Shares
11/04/201715:04EXXARO RESOURCES LIMITED - EXX - Share Transactions
11/04/201715:00THE THEKWINI WAREHOUSING CONDUIT (RF) LIMITED - New Instrument Listing - TWC230
11/04/201714:50CAPITEC BANK HOLDINGS LIMITED - Dealing In Securities By Directors
11/04/201714:40VUNANI LIMITED - Initial Trading Update
11/04/201714:24DISTRIB. AND WAREHOUSING NETWORK LD - Dealings in securities by director and ass...
11/04/201714:00CAPITAL & COUNTIES PROPERTIES PLC - Scrip Dividend Circular
11/04/201714:00TREMATON CAPITAL INVESTMENTS LIMITED - Trading Statement
11/04/201712:40OLD MUTUAL PLC - Form 8.3 Disclosure - Atkins
11/04/201712:35SENTULA MINING LIMITED - Notification of share dealing by a director
11/04/201712:05PEMBURY LIFESTYLE GROUP LIMITED - Voluntary Announcement Regarding the Acquisiti...
11/04/201712:01ABSA BANK LIMITED - ASN184 - New Financial Instrument Listing
11/04/201712:00MONDI LIMITED - Employee Share Plans Transactions In Mondi Plc Ordinary Shares O...
11/04/201712:00OLD MUTUAL PLC - Annual Financial Report 2016 and Annual General Meeting 2017
11/04/201711:45PAN AFRICAN RESOURCES PLC - TR-1: notification of major interest in shares
11/04/201711:35CONDUIT CAPITAL LIMITED - Notification in Terms of Section 122(3) of the Compani...
11/04/201711:33DISTRIB. AND WAREHOUSING NETWORK LD - Dealings in securities by director and ass...
11/04/201711:20STANLIB COLLECTIVE INVESTMENTS LIMITED - Index Rebalancing - STAN40
11/04/201711:19STANLIB COLLECTIVE INVESTMENTS LIMITED - Index Rebalancing - STPROP
11/04/201710:48MERCEDES-BENZ SOUTH AFRICA LIMITED - MBF039 - Maturity Announcement
11/04/201710:38STANLIB COLLECTIVE INVESTMENTS LIMITED - Index Rebalance Announcement - STANSX
11/04/201710:00NEW EUROPE PROPERTY INVESTMENTS PLC - Dealings in securities by a director and b...
11/04/201709:28OLD MUTUAL LIFE ASSURANCE CO SA LIMITED - OMLACSA'S Ratings Downgraded
11/04/201709:00HOSPITALITY PROPERTY FUND LIMITED - Acquisition of various additional sections, ...
11/04/201709:00MERAFE RESOURCES LIMITED - Production report for the first quarter ended 31 Marc...
11/04/201708:40TAWANA RESOURCES NL - Lithium rights joint venture completed and appointment of ...
11/04/201708:30CORESHARES INDEX TRACKER MANAGERS (RF) PROPRIETARY LIMITED - Listing of 100 000 ...
11/04/201708:20TRELLIDOR HOLDINGS LIMITED - Dealing In Trellidor Shares By An Associate Of A Di...
11/04/201708:00SIRIUS REAL ESTATE LIMITED - Trading Statement
11/04/201707:30BLUE LABEL TELECOMS LIMITED - Renewal of cautionary announcement

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