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 The Sharenet Daily 
Friday, 19 May 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
AJ Cilliers
Is successful stock picking by individual investors really a thing of the past? Or is there some way in which the amateur investor can still beat the market with clever stock picks?  Full story

Capital International and Sharenet
The world can do more to stimulate growth than rely on monetary policy alone, and it seems that everyone is ready and poised for some fiscal stimulus.  Full story

Sharenet
The recent announcement by Steinhoff to separately list the African assets, reiterates our buy recommendation for the longer-term investor.   Full story

Sharenet
SA markets bucked the global trend by rallying yesterday, partly due to a weaker ZAR.   Full story

Top News
[IMAGE]
South Africa, a net importer of refined oil products, is looking to West Africa and the Middle East, including Iran, for potential partners on a new refinery project, energy ministry officials said on Friday.  Full story

[IMAGE]
South Africa is in talks with potential partners in the Middle East and West Africa to build a new refinery, a senior energy official told Reuters on Friday, and Iran could be included.  Full story
Millions of Iranians queued up to vote on Friday, showing strong turnout in an unexpectedly tight election pitting President Hassan Rouhani, who wants to normalise ties with the West, against a hardline judge who says he has already gone too far.  Full story

Former U.S. Congressman Anthony Weiner wept on Friday as he pleaded guilty in federal court to sending sexually explicit messages to a teenage girl, ending an investigation into a "sexting" scandal that played a role in last year's U.S. presidential election.  Full story

Swedish prosecutors dropped an investigation of WikiLeaks founder Julian Assange on Friday over a rape allegation, but British police said he would still be arrested if he left the Ecuadorean embassy in London where he has been holed up for five years.  Full story
 
SA Business
South Africa's Tongaat Hulett expects a 45 percent rise in full-year earnings as its sugar production operations swing back to profit, the company said on Friday.. . .  Full story
South Africa's rand recovered against the dollar early on Friday, after sliding nearly 3 percent on Thursday as the political turmoil in the United States triggered an investor flight from riskier. . .  Full story
South Africa, a net importer of refined oil products, needs a new refinery and the cabinet is expected to make a firm decision later this year on whether to build a. . .  Full story

After the first OPEC oil production cut in eight years took effect in January, oil traders from Houston to Singapore started emptying millions of. . .  Full story
Angola's opposition called on the government on Friday to reveal the state of President Jose Eduardo dos Santos' health amid reports that Africa's second-longest. . .  Full story
Emerging equities steadied on Friday with offshore-listed Brazilian assets clawing back ground after posting hefty losses on Thursday, when political turmoil in Brazil and. . .  Full story
When rich countries wrote off billions of dollars of African debt in 2005, they hoped governments would think twice about borrowing again in. . .  Full story

Panama authorities have detained a Moroccan phosphate shipment from the disputed territory of Western Sahara after the Polisario independence movement claimed the cargo had been transported illegally, Polisario and officials said on Thursday.. . .  Full story
Company News
Shareholders are referred to the announcements released on SENS on 4 April 2017 (ôStrategic Restructure Announcementö), 12 April 2017 and 17 May 2017 pertaining to, inter alia, the proposed R120 million. . .  Full story
A review by management of the financial results for the year ended 31 March 2017 has indicated that: *the earnings per share (ôEPSö) is expected to be at least 155.57 cents, reflecting. . .  Full story
TongaatÆs operating profit for the year is expected to increase by 40% to approximately R2.333 billion (2016: R1.669 billion). Headline earnings are expected to be approximately R982 million, compared to the. . .  Full story
Company Results
Revenue for the year decreased by 6% to R9.1 billion (2016: R9.7 billion). Earnings before interest, taxation, depreciation and amortisation ("EBITDA"). . .  Full story
Revenue for the year increased by 13.1% to R2.228 billion (2016: R1.969 billion). Gross profit jumped by 23.1% to R763.7 million. . .  Full story
Net interest income increased to GBP679.9 million (2016: GBP573.8 million) and operating profit was higher at GBP637.4 million (2016: GBP523.0 million).. . .  Full story
Net interest income grew to R7.4 billion (R6.7 million). Operating profit before acquired intangibles lowered to R4.2 billion (R4.3 billion). Total. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0054427.30230.180.42%
JSE Top 4017:0047962.60193.170.40%
JSE Gold17:001455.022.460.17%
JSE Financial17:0041003.82-78.67-0.19%
JSE Industrial17:0082477.50513.060.63%
JSE Indust 2517:0074426.58457.520.62%
JSE Resource17:0032740.54166.780.51%
DJ Futures19:5220797.00156.000.76%
DJ Ind19:5820826.52219.591.07%
SP 50019:312386.2220.500.87%
Nasdaq19:586100.1788.931.48%
FTSE 10017:427470.7134.290.46%
DAX18:1012638.6948.630.39%
CAC4018:105324.4034.670.66%
Nikkei08:3019590.76-224.12-1.13%
Shanghai09:283090.63.490.02%
Hang-Seng10:3025174.87-118.76-0.47%
All Ords09:005768.90-6.60-0.11%
NZSE 5007:487392.1120.350.28%
NameTimeRPMove% Move
Gold $19:591254.628.800.71%
Gold R19:5916565.03-135.63-0.81%
Gold R/kg19:58532538-4388-0.82%
Silver $19:5916.82600.25701.55%
Platinum $19:59941.4310.071.08%
Palladium $19:59758.75-3.25-0.43%
R18617:138.68-0.08-0.97%
R20417:137.42-0.05-0.74%
R20717:137.46-0.08-1.06%
Brent Crude19:5853.420.981.87%
USD / ZAR19:5913.2048-0.1991-1.49%
GBP / ZAR19:5517.2045-0.1066-0.62%
EUR/ ZAR19:5514.8175-0.0653-0.44%
NZD/ ZAR19:599.1547-0.0949-1.03%
AUD / ZAR19:559.8697-0.0797-0.80%
USD / JPY19:59111.2490-0.3340-0.30%
EUR / USD19:591.12110.01111.00%
GBP / USD19:591.30390.01000.77%

Click here for the Sharenet Spot Price page
The JSE Today

Trading Statistics
DateAdv.Decl.Unch.ActivesVolumeValueTradesOrders
19/05/201718315259394333,980,829R20,271,672,7672729582881386
18/05/201716419453411375,705,384R23,586,243,8782781581159062
17/05/201713420457395327,219,344R21,489,481,9583185863060836
16/05/201716418163408265,670,861R19,293,723,440280955914871
15/05/201714320661410174,790,475R12,726,545,5711924742522538
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 EASTPLATS  50017553.85.%300
2 BELL  131921919.91.%12189
3 TRNPACO  28502459.40.%15
4 MMG  1090807.92.%79074
5 KUMBAIO  1630010256.71.%758255
6 E-MEDIA-N  640406.67.%8100
7 CONDUIT  250156.38.%130305
8 STEINHOFF  73384266.16.%25400456
9 ARM   85003694.54.%770824
10 Dis-Chem  26101104.40.%695371
11 IMPERIAL  165536684.21.%614189
12 TONGAAT  118354754.18.%1077654
13 CSG  12554.17.%54166
14 MERAFE  14253.65.%10565023
15 MARADELTA  1720603.61.%1000
16 BALWIN  725253.57.%258503
17 ADAPTIT  1092373.51.%286268
18 SPURCORP  3017943.22.%77881
19 PPC  593183.13.%3993601
20 RAUBEX  2468682.83.%339919

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Major Moves Down
SharenameSaleMove% MoveVolume
1 INSIMBI  102-11-9.73.%118300
2 BRIMSTON  1305-95-6.79.%7900
3 TRADEH  1811-88-4.63.%259455
4 WORKFORCE  190-9-4.52.%51690
5 FINBOND  325-15-4.41.%3701
6 AVENG  501-22-4.21.%3695600
7 REBOSISA  2780-120-4.14.%274
8 ANCHOR  580-22-3.65.%381571
9 NET1UEPS  12623-477-3.64.%264
10 SIBANYE  2654-76-2.78.%12882113
11 HARMONY  3064-86-2.73.%2834944
12 SAPPI  9943-257-2.52.%2907090
13 STENPROP  1750-45-2.51.%13329
14 ALVIVA  1801-44-2.38.%258312
15 DRDGOLD  494-11-2.18.%499285
16 GRANPRADE  335-7-2.05.%215909
17 REMGRO  22075-442-1.96.%1314457
18 BLUETEL  1534-30-1.92.%339686
19 KEATON   160-3-1.84.%10000
20 INVPROP  1600-30-1.84.%288502

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New Highs
SharenameSaleHighMove% MoveVolume
1 Dis-Chem  261026241104.40.%695371
2 CMH  23622400130.55.%17592
3 NASPERSN  2770992824008990.33.%1386487

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New Lows
SharenameSaleLowMove% MoveVolume
1 ANCHOR  580568-22-3.65.%381571
2 DRDGOLD  494486-11-2.18.%499285
3 SUNINT  65866532-71-1.07.%98461
4 CIL  15361525-9-0.58.%239387
5 RENERGEN  994727-1-0.10.%1100
6 TSOGO-SUN  243023980.3056057
7 PICKNPAY  607658551332.24.%2116173

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Index Summary
Index NameRPMove% Move
Top 4047,962.60193.170.40%
Industrial82,477.50513.060.63%
Mid Cap74,762.08653.980.88%
Small Cap60,861.70232.510.38%
Resource 2032,740.54166.780.51%
Industrial 2574,426.58457.520.62%
Financial 1514,891.78-26.58-0.18%
Financial & Ind. 3076,808.38260.620.34%
All Share54,427.30230.180.42%
Oil & Gas 7,195.69.000.00%
Mining 23,239.33295.371.29%
Gold Mining1,455.022.460.17%
Platinum Mining20.58.331.63%
GENERAL MINING6,659.1895.311.45%
Oil & Gas Producers 38,689.88.000.00%
Basic Materials 23,158.87136.540.59%
Chemicals 21,067.50-115.56-0.55%
Forestry & Paper 62,582.76-798.07-1.26%
Industrial Metals 10,028.89255.832.62%
Industrials 46,880.19-145.95-0.31%
General Industrials 178.84-2.03-1.12%
Consumer Goods 80,028.111059.831.34%
Automobiles & Parts 4,617.23101.902.26%
Household Goods503.59296.16%
Health Care 7,883.07-12.59-0.16%
Beverages 221.594.362.01%
Index NameRPMove% Move
Food Producers 9,803.6696.971.00%
Personal Goods 1,111.028.690.79%
Consumer Services 21,017.20117.120.56%
General Retailers 6,627.26127.721.97%
Travel & Leisure 5,432.2811.190.21%
Media 602.401.950.32%
Support Services 2,037.27-.05-0.00%
Telecommunications 6,921.456.450.09%
Financials 41,003.82-78.67-0.19%
Banks 7,286.0227.110.37%
Non-life Insurance 64,992.87-557.71-0.85%
Life Insurance 36,393.04-242.31-0.66%
General Financial 4,063.15-20.87-0.51%
Technology 52,820.97-265.34-0.50%
SHARIAH TOP40 3,026.34341.13%
FTSE/JSE SHARIAH ALL3,408.22341.01%
COAL MINING13,353.492832.17%
FTSE JSE Fledgling 7,402.74330.45%
FTSE/JSE TOP 40 USD3,892.3639511.30%
FTSE/JSE Alt X 1,272.49-7-0.52%
SA LISTED PROPERTY 628.59-.74-0.12%
CAPPED PROPERTY 516.64-0.27%
RESOURCE 18,478.431090.59%
DIVIDEND PLUS208.3610.53%
FTSE/JSE RAFI 4010,007.44420.42%
Capped Top 4025,229.821030.41%
Capped All Share27,572.931180.43%
JSE TABACO 11,877.38-89-0.74%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
NPNNASPERS LIMITEDBUY18/05/2017
SNHSTEINHOFF INT HLDGS N.VBUY18/05/2017
DCPDIS-CHEM PHARMACIES LTDHOLD18/05/2017
REBREBOSIS PROPERTY FUND LTDHOLD17/05/2017
FSRFIRSTRAND LIMITEDHOLD17/05/2017
Results Expected**
ExpectedCompany NameFin. Date
22/05/2017DATATECFebruary 2017 (Final)
22/05/2017ISAFebruary 2017 (Final)
22/05/2017REINETMarch 2017 (Final)
22/05/2017RFGMarch 2017 (Interim)
23/05/2017ADCORPFebruary 2017 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
OCEANA18/05/1727/06/1703/07/17ZAR 0.9000
INVPLC18/05/1725/07/1714/08/17GBP 0.1300
INVLTD18/05/1725/07/1714/08/17GBP 0.1300
INVLTDPREF18/05/1706/06/1719/06/17ZAR 4.0717
AFRIMAT18/05/1706/06/1712/06/17ZAR 0.5000
Ex Div**
Share NameDec-DateLDTPay-DateAmount
REBOSISA25/04/1716/05/1722/05/17ZAR 1.2041
REBOSIS24/04/1716/05/1722/05/17ZAR 0.6080
TRENCOR28/04/1716/05/1722/05/17ZAR 0.5000
MASTDRILL22/03/1716/05/1722/05/17ZAR 0.3000
INDEQTY28/04/1716/05/1722/05/17ZAR 0.1050

Upcoming AGMs**
CodeCompany NameDateStatus
SACSA Corporate Real Estate Ltd.19/05/2017Confirmed
LBHLiberty Holdings Ltd.19/05/2017Confirmed
LBHPLiberty Holdings Ltd.19/05/2017Confirmed
LBHP2Liberty Holdings Ltd.19/05/2017Confirmed
LBHP1Liberty Holdings Ltd.19/05/2017Confirmed

Stock Exchange News Service
DateTimeHeadline
19/05/201717:35LIBERTY HOLDINGS LIMITED - Results of Annual General Meeting and notice in terms...
19/05/201717:32STANDARD BANK OF SOUTH AFRICA LD - SCIB: The Standard Bank Of South Africa - Ter...
19/05/201717:22TASTE HOLDINGS LIMITED - Declaration Announcement in Respect of the Taste Claw-B...
19/05/201717:20ECHO POLSKA PROPERTIES N.V. - Results of annual general meeting and changes to t...
19/05/201717:15HAMMERSON PLC - Notification of Transactions of Directors
19/05/201717:05JSE LIMITED - Index Change Advice 20170524 Unbundling of Master Plastics from A...
19/05/201717:05OASIS CRESCENT PROPERTY FUND - Finalisation Announcement In Respect Of Distribut...
19/05/201717:00ROCKWELL DIAMONDS INCORPORATED - Fourth Update Regarding Three Subsidiaries In K...
19/05/201717:00ALLIED ELECTRONICS CORPORATION LIMITED - Dealing in securities by a directors as...
19/05/201717:00GRAND PARADE INVESTMENTS LIMITED - Acquisition By GPI Of Additional Shares In Sp...
19/05/201716:54JSE LIMITED - Report on proceedings at the annual general meeting
19/05/201716:50RAUBEX GROUP LIMITED - Dealings in securities by an Associate of a Director
19/05/201716:40CALGRO M3 DEVELOPMENTS LIMITED - Audited results for year ended 28 February 2017
19/05/201716:15BNP PARIBAS ARBITRAGE ISSUANCE B.V. - Payment on the Exercise of Warrants-ZA058
19/05/201716:12MARA DELTA PROPERTY HOLDINGS LIMITED - Rights Offer Declaration Announcement
19/05/201716:05SA CORPORATE REAL ESTATE LIMITED - Results of annual general meeting
19/05/201715:58ATTACQ LIMITED - Dealings in securities by directors and by the company secretar...
19/05/201715:30INSIMBI REFRACTORY & ALLOY SUP LIMITED - Updated Trading Statement
19/05/201715:00ADRENNA PROPERTY GROUP LIMITED - Audited results for the year ended 28 February ...
19/05/201713:25MICROMEGA HOLDINGS LIMITED - Trading Statement
19/05/201713:01HUGE GROUP LIMITED - Trading statement
19/05/201712:30BLUE TITANIUM CONDUIT (RF) LIMITED - New financial instrument listing - BTC178
19/05/201712:30TRANSPACO LIMITED - Appointment of Independent Non-Executive Director
19/05/201712:25OLD MUTUAL PLC - Form 8.3 Disclosure
19/05/201711:55THE THEKWINI FUND 14 (RF) LIMITED - New Instruments Listing - TH14A9, T14A10, T...
19/05/201711:30JUBILEE PLATINUM PLC - Hernic update and Live Interactive Webcast
19/05/201711:30TISO BLACKSTAR GROUP SE - Announcement To Be Made By The Aim Applicant Prior To ...
19/05/201710:55REBOSIS PROPERTY FUND LIMITED - Disclosure of significant holding of Rebosis sha...
19/05/201710:49FOX STREET 2 (RF) LIMITED - Partial Redemption - FS2A4
19/05/201709:45PHUMELELA GAMING & LEISURE LIMITED - Acceptance of share award by a director
19/05/201709:30CAFCA LIMITED - Unaudited Abridged Financial Results for the six months ended 31...
19/05/201709:20FINBOND GROUP LIMITED - Renewal of cautionary announcement
19/05/201708:56TAWANA RESOURCES NL - Notice of change of interests of substantial holder
19/05/201708:50CURRO HOLDINGS LIMITED - No Change Statement And Notice Of Annual General Meetin...
19/05/201708:30PALLINGHURST RESOURCES LIMITED - Pallinghurst announces a restructuring of the g...
19/05/201708:08AFRICA ETF ISSUER (RF) LIMITED - Listing of additional AfricaPalladium debenture...
19/05/201708:00NEWFUNDS COLLECTIVE INVEST SCHEME - NFGOVI/ NFILBI/ NFTRCI - Interest distributi...
19/05/201708:00SANTOVA LIMITED - Correction to the announcement - The declaration of cash divid...
19/05/201708:00E MEDIA HOLDINGS LIMITED - Trading Statement
19/05/201708:00NEWFUNDS COLLECTIVE INVEST SCHEME - NFGOVI-Partial De-Listing of NewFunds GOVI E...
19/05/201708:00SOUTH32 LIMITED - Daily Share Buy-Back Notice
19/05/201708:00TISO BLACKSTAR GROUP SE - Update on Conditional disposal of 22.9% interest in Ka...
19/05/201707:05TONGAAT HULETT LIMITED - Trading Statement for the year ended 31 March 2017

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