Dinsdag 30 Jun 2015
Op die internet
Here's how Apple Music compares to Spotify, Tidal, and other streaming services - The Verge.
Internasionale aandeel markte
Tencent het vandag +1.1% opgegaan, saam met die Hang Seng wat ook 1.1% op was. Die Shanghai indeks was +5.5% hoër. Die toekomstige bewegings in internasionale market gaan afhang van die opkomende maatskappye resultate vir die periode geëindig Junie. Dit kan bepaal of die JSE 'n kop en skouers vorm. Die Europese markte is vroeg oggend laer. Dit lyk of finansieële probleme in Griekse situasie nog baie probleme kan veroorsaak. Die Eurozone wil of kan klaarblyklik nie Griekeland uitforseer nie. Griekeland het twee keuses: aanvaar die besnoeiings maatreëls en die Euro geldeenheid, of verlaat die Eurozone en druk onmiddelik Drachmas. Dit lyk of die Griekse regering nie die penarie waarin hulle is insien nie, en die Eurozone wil forseer om die geldelike steun te staak.
JSE aandele
Assore (ASR) verwag vir die jaar tot Junie dat die wVPA R16.47 tot R20.13 sal wees (dit was R9.59 vir die 6m tot Des). Die aandeelprys is nou R103.22. Dit is nie duidelik waarom die aandeel prys geval het nie. Die laaste 6m is nie soveel swakker as wat 'n mens sou verwag na die tuimeling in die yster erts prys nie. Groei in die yster erts mark is beperk.
Argent (ART) se verkope vir die jaar tot Maart was -4.7% laer, en die vwVPA 40.8c teenoor 14.6c die jaar tevore. Die prys/verdienste is nou 419c/40.8c = 10.3.
Suid Afrika se toerisme word deur nuwe visum vereistes, en aanvalle op vreemdelinge getref, maar die mark voel positief oor City Lodge (CLH) wat op 'n prys/verdienste van R146/~2x379c ~ 19.3 sit.
Advtech (ADH) se aandeel prys is op na R11.90, na 'n SENS van 25 Junie oor 'n voorstel wat ontvang was van 'n derde party, sonder verdere besonderhede. Die prys/verdienste is nou R11.90/41.4c = 28.7.
Maandag 29 Jun 2015
Op die internet
The Bruce Greenwald Method: The Story Of Investing - Value Walk.
The original smartwatches: Casio's history of wild wrist designs - The Verge.
Chairman Interview: Albert Scardino Of Immunovaccine Inc. - Talk Markets. "We are developing strong, fast, long-lasting vaccines for cancer and infectious disease. Our lead product, a vaccine known as DPX Survivac, creates immune cells that attack more than 20 different kinds of cancer. These include most of the major hard cancers — lung, breast, ovarian, colon, brain, prostate — as well as many blood cancers."
The Greek referendum question makes (almost) no sense - BBC. One comment: "After two long and convoluted referendum ballots on Quebec independence in 1980 and 1995, the 'Clarity Act' stipulated that an independence referendum must be essentially: 'Do you want independence, yes or no?'"
JSE aandele
Naspers (NPN) se inkomste vir die jaar tot Maart was +16.5% hoër, en kern vwVPA +28% hoër. Die prys/verdienste is nou R1839.96/R27.17 = 68.
Tencent was vandag -4.25% laer (Hang Seng -4.61% laer, Shanghai indeks -3.34% laer).
Trustco (TTO) se inkomste vir die jaar tot Maart was +20.5% hoër, en vwVPA +111% hoër. Die prys/verdienste is nou PE=450c/39.4c = 11.4
Telemasters (TLM) het resultate uitgebring, maar daar is geen aandeel verhandeling nie.
Sondag 28 Jun 2015
JSE aandele
Telkom’s core business comes under threat - Tech Central. "He said there are now at least 25 companies building fibre-to-the-home (FTTH) broadband infrastructure in South Africa."
Saterdag 27 Jun 2015
Op die internet
"This Is A Sad Decision": Europe Responds To The Greek Referendum, Which Has One Massive Problem - Talk Markets. Wat ons hier het is 'n ernorme Europese burokrasie wat nie besluite kan neem nie, Grieke wat te dom is om die situasie te verstaan, en die IMF en banke wat geld wil uitleen ongeag van krediet waardigheid. Europese lid lande het nou die meeste van die skuld oorgeneem deur die European Financial Stability Facility.
Vrydag 26 Jun 2015
Op die internet - Suid Afrika
Petrol pryse word vanaf 1 Julie 2015 verhoog. By die kus sal 95 oktaan R13.34 per liter kos. Die gemiddelde prys in die eerste helfte van 2014 was R13.70. Suid Afrika kry amper geen voordeel uit die olie prys wat getuimel het van $110 na $63 nou.
Gautrain subsidy could fund entire freeway project - AA - Engineering News. "... the AA said R1.5bn a year would be enough to fund the entire annual payback costs for the Gauteng Freeway Improvement Project (GFIP) 'if one excluded the cost of the tolling infrastructure and the inflated costs arising from tender collusion on the project'".
Op die internet
This bricklaying robot can build a house in two days - Popular Science.
Die Chinese Shanghai aandeel mark (SSE) het vandag -7.4% getuimel. 'n Groot val op 'n Vrydag is nooit 'n goeie ding nie, want mense het twee dae om oor hulle beleggings te dink. Dit kan 'n swart Maandag wees - Black Monday (1987) - Wikipedia. Hierdie uittreksel lyk baie soos vandag se situasie: "In 1986, the United States economy began shifting from a rapidly growing recovery to a slower growing expansion, which resulted in a "soft landing" as the economy slowed and inflation dropped. The stock market advanced significantly, with the Dow peaking in August 1987 at 2722 points, or 44% over the previous year's closing of 1895 points. Further financial uncertainty may have resulted from the collapse of OPEC in early 1986, which led to crude oil price decreasing by more than a half by mid 1986". Die Dow het sedert die 2009 val met +154% opgegaan, wat +17% per jaar groei is. Iets sal moet ingee want die ekonomiese groei regverdig dit nie.
Collapse, Part 5: Things Fall Apart - Daily Reckoning.
Mortgage misery for 3million households - UK Daily Mail. "Last night one expert described this as a 'ticking time bomb' and predicted that many of these households will be unable to afford to pay their mortgages if interest rates rise significantly."
JSE aandele
Hudaco (HDC) se inkomste vir die 6m tot Mei was +21% hoër, en die vwVPA +20% hoër. Die prys/verdienste is nou R127.43/R10.73 = 11.9. Die maatskappy verwag dat die verdienste vir die volle 2015 jaar veel hoër as 2014 sal wees, maar sal moeilik dieselfde groei bereik as met die tussen resultate.
Sephaku (SEP) se inkomste vir die jaar tot Maart is +35% hoër, en die vwVPA 23.6c teenoor 'n -2.2c verlies die jaar tevore. Die prys/verdienste is nou 815c/23.6c = 35.
Donderdag 25 Jun 2015
Op die internet
The Economic Collapse Blog Has Issued A RED ALERT For The Last Six Months Of 2015 - The Economic Collapse Blog. Die mark wag vir iemand om die klok te lui. Finansieële TV kanale, en hulle fonds bestuurder gaste, baat by aandeel markte wat opgaan, en verskaf nie 'n gebalanseerde mening van die mark nie.
The Simple Reason Why China's Stratospheric Stock Market Rally Can't Fuel Economic Growth - Talk Markets.
15-Years Of Bubble Finance—–Real Per Capita Durable Goods Down 36.5% - David Stockman's Contra Corner.
Op die internet - Suid Afrika
E.tv loses battle over TV encryption - Tech Central. e-TV wou die digitale aard uitsending gekodeer het vir redes wat onduidelik is, want die analoog uitsending is nou oop. Die patetiese SABC en e-TV kanale kan nou van analoog na digitaal oorgeskakel word.
Eight years later, WowTV ready to roll - Tech Central. WOW staan vir "Walk on Water", wat ook 'n TV reeks is. Hulle webwerf bied intekening van R49 per maand: WOW TV.
JSE aandele
Dawn (DAW) se inkomste vir die 9m tot Maart was -18% laer as die 12m inkomste tot Junie 2014 (+8.6% hoër vir 'n ekwivalente periode), en die wVPA 'n verlies van -25.5c teenoor 'n wins van 48.7c 'n jaar gelede.
Keaton lays criminal charge over massive coal theft, R56m impaired - Mining Weekly. Die ANC is verantwoordelik vir die wetteloosheid.
Woensdag 24 Jun 2015
Op die Internet
Collapse Part 3: No Institutional Path to Contraction - Daily Reckoning.
How to Squeeze Double-digit Gains Out of the Market Today - Daily Reckoning.
New Concern About Cholesterol Drugs and Diabetes - Daily Reckoning.
The economic limitations of wind and solar power - Vox.
Report: Mass whale deaths off the coast of Scotland were caused by Royal Navy bomb explosions - UK Business Insider.
You can now go rock climbing on Google Street View - Popular Science.
JSE aandele
Prescient (PCT) se inkomste vir die jaar tot Maart was +26% hoër, en wvVPA +15.5% hoër. Die prys/verdienste is nou 103c/7.54c = 13.7.
Imperial (IPL) verwag vir die jaar tot Junie dat die verdienste laer sal wees as verlede jaar.
Dinsdag 23 Jun 2015
Op die internet
New Lithium-Ion Sneak Attack On Tesla Battery From 24M Startup… With Fuel Cell… & Flow Battery - Clean Technica. "To be specific, the company is aiming for less than $100 per kilowatt-hour once the process is fully ramped up, by 2020."
Durable Goods Order Bounce Dead; Biggest Drop Since 2009 - Talk markets.
JSE aandele
Argent (ART) verwag vir die jaar tot Maart 'n wVPA van 39.3c tot 42.2c, teenoor 14.6c die jaar tevore. Dan is die prys/verdienste ~ 440c/~41c.
Omnia (OMN) se inkomste vir die jaar tot Maart was +4% hoër, en wvVPA +6% hoër. Die prys/verdienste is nou R159.00/R13.66 = 11.6.
Maandag 22 Jun 2015
Op die internet
More evidence suggests Earth is entering a sixth extinction-level event - Extreme Tech.
Earnings Growth To Collapse Most Since 2009 In Q2 - Talk Markets.
Australian housing market facing 'bloodbath' collapse: economists - SMH.
Common Sense Says US Stocks Are Overvalued - Talk Markets. "But for the last 30 years, the value of equities has risen much faster than GDP. In raw numbers, the Dow is up about 12 times. GDP is up only about three times."
Changing China and Its Stock Markets - Value Walk. "However the broader 380 Index is trading at a PE close to 54x according to the Shanghai Stock Exchange. This is four times higher than the 50 Index."
Rates Are Rising For All The Wrong Reasons - Talk Markets. "Interest rates are spiking due to the increased insolvency risks in the American, Japanese and European social welfare states that have piled on an incredible $60 trillion of new debt since the credit crisis." (Griekeland wil die finansieële probleme oplos deur belasting te verhoog. Dit is die omgekeerde van wat nodig is).
Existing Home Sales Spike To Highest Since Nov 2009 As Prices Soar For Expensive Homes - Talk Markets.
JSE aandele
Hospitality Property Fund (HPA, HPB) se hoof uitvoerende beampte, Andrew Rogers, is afgedank na ongerymdhede met kontrakte, waarin verwante partye belange nie openbaar was nie. Roger over and out. Die aandeel pryse het negatief gereageer. In die lig van die maatskappy se swak vertoning, kan 'n verandering van HUB positief wees.
Precient (PCT) verwag vir die jaar tot Maart 'n wVPA van 7.50c tot 7.60c, +14.9% tot +16.4% hoër.
Hudaco (HDC) verwag vir die 6m tot Mei 'n wVPA van 547c tot 550c, +20% tot +21% hoër.
Mediclinic (MDC) bekom 29.9% van Spire Healthcare Group PLC. Die aandeel prys is nou +0.12% hoër, wat nie 'n wesenlike verandering is soos voorsien met Woensdag se omsigtigheids aankondiging nie. Mediclinic bied 'n regsaanbod teen R90 per aandeel.
Invicta (IVT) se inkomste vir die jaar tot Maart was dieselfde as die jaar tevore, en vwVPA -5.1% laer (+6.6% hoër vir die 2de 6m). Die prys/verdienste is nou R78.90//R7.26 = 10.9.
Sondag 21 Jun 2015
Op die internet
San Francisco vs America in Housing Bubble 2 - Wolf Street.
Investing – Only chart you will ever need - Value Walk.
Weighing The Week Ahead: What Does The Greek Crisis Mean For Financial Markets? - Talk Markets.
Saterdag 20 Jun 2015
Op die internet
Money Velocity Crashes Far Worse Than During The Great Depression - Talk Markets.
Are You Paying Too Much Tax? Tax Rates Around The World - Value Walk.
Weekend of Fear in Greece as Banks, People Live Day to Day - Bloomberg. Dit is wat gebeur wanneer die publiek stem vir 'n regering wat geld uitdeel.
EIA Report: EPA Climate Rule Will Result In Coal Power Plant Shutdowns Doubling - Clean Technica.
Vrydag 19 Jun 2015
Op die internet
Why we must stop subsidising energy - Wolrd Economic Forum. (Die Suid Afrikaanse regering is besig om die koste van elektrisiteit oor te skuif na belasting betalers).
TSX Venture Bear Market Now 1,000 Days And Counting [Chart] - Value Walk.
The Shale Industry Could Be Swallowed By Its Own Debt - Bloomberg.
What do the latest Greek budget figures show? - World Economic Forum.
Shanghai Index - 8th Worst Weekly Decline In Its History - Talk Markets.
Forget Greece & FED, better watch these European leading indicators! - Kimble Charting Solutions.
The Beginning Of The End: Rising Long Term Rates - Talk Markets.
How Inflation Affects Stocks - Daily Reckoning.
Donderdag 18 Jun 2015
JSE aandele
Die ooglopende vraag op die oomblik is: As die JSE alle aandele of die Satrix 40 op 'n regter skouer is, watter aandele kan 'n groot val onder die nek lyn veroorsaak? Die top 10 aandele in die Satrix 40 met gewig: BHP Billiton (BIL) 11.69%, SAB Miller (SAB) 10.76%, Richemont (CFR) 8.08%, Naspers (NPN) 7.87%, MTN (MTN) 7.32%, Sasol (SOL) 5.93%, Anglo Amer (AGL) 5.83%, BA Tobacco (BTI) 3.39%, FirstRand (FSR) 3.11%, Standard Bank (SBK) 2.75%. Almal lyk oorpys behalwe die twee banke. Anglo volhard bo 'n steunvlak. Sasol word deur die sinkende rand beskerm, maar koste inflasie gaan saam op. As die Chinese mark tuimel, kan Tencent en Naspers net so groot bydrae maak tot 'n val as wat dit met die opgaan gedoen het.
Op die internet
Did Janet Yellen Just Ban A Reporter From The Fed Press Conference For Asking "Difficult" Questions - Zerohedge. Kommentaar: Dit lyk of die Federal Reserve Board voorsitter Janet Yellen die antwoorde vooraf voorberei het, en niks werklik beantwoord het nie, soos die borrel in die eiendoms mark. Dit is nie die moeite werd vir TV kanale om dit te dek nie. Wat doen reserwe banke met 'n dubbelle mandaat omtrent rentekoerse as inflasie opgaan, maar die ekonomie krimp (stagflasie)?
Greece Declares Troika Debt Illegitimate, Odious, Illegal; German Official Calls Greek Leaders "Clowns"; Expulsion From EU? - Talk Markets.
Woensdag 17 Jun 2015
Op die internet
FIFA Scandal: Swiss Probe Could Lead to New Vote on Russia, Qatar World Cups - Hollywood Reporter. "Domenico Scala, head of FIFA's audit and compliance committee, told Swiss media a new vote on the host countries was possible."
8 kWh & 5.5 kWh Energy Storage Units Introduced By Samsung - Clean Technica.
The world economy Watch out - The Economist. "It is only a matter of time before the next recession strikes. The rich world is not ready."
It Gets Messy in Canada - Wolfstreet. "The Bank of Canada considered the housing market up to 30% overvalued. That may be conservative. Deutsche Bank estimated that it was 63% overvalued."
Here's the salary you have to earn to buy a home in 27 major US cities - Yahoo Finance.
Who is the world’s biggest employer? - World Economic Forum.
What does the job-loss rate tell us about the economy? - World Economic Forum.
Study: Third of Big Groundwater Basins in Distress - NASA.
What Is A Liquidity Trap? - Talk Markets.
Cash Converters to settle payday lending class action (Australia) - SMH.
JSE aandele
Mediclinic (MDC) is in onderhandelings wat 'n wesenlike invloed op hulle aandeel prys kan hê.
Naspers (NPN) verwag vir die jaar tot Maart dat die wVPA +15% tot +20% hoër sal wees, en kern wVPA +25% tot +30% hoër. Dit sou beteken dat die 2de 6m se wins heelwat swakker is as die 1ste 6m, net soos verlede jaar.
Brait (BAT) se NBW (Netto Bate Waarde) op 31 Maart 2015 was R77.12, teenoor die huidige aandeel prys van R108.46.
Dinsdag 16 Jun 2015
Op die internet
Regulators Try To Clamp Down On Soaring China Margin Loans "Without Triggering Panic" - Zero Hedge.
Donald Trump announces he is running for US president - Donald J Trump website, Twitter.
FDA tells food industry to phase out artificial trans fats - Yahoo Finance. "The fats are created when hydrogen is added to vegetable oil to make it more solid, which is why they are often called partially hydrogenated oils."
Goldman’s Kostin Proclaims P/E Multiple Expansion Is “Over” - Value Walk.
DJIA 1789 to 2014 [CHART] - Value Walk.
Screw up, Gain More Power. Rinse, Repeat. - Daily Reckoning. " “During the 27 years after Alan Greenspan became Fed chairman in August 1987,” says Stockman, “the balance sheet of the Fed exploded from $200 billion to $4.5 trillion.” A 23-fold increase."
U.S. Building Permits Soared to Their Highest Level in Nearly Eight Years - Bloomberg.
The Web is getting slower - CNN Money. Comment on webpage: "I find it mind blowing how CNN reports like they have nothing to do with it, even though their site has bunch of images, uses who knows what kinds of tracking tools, and until recently had a video running with no volume, which no one asked for."
Op die internet - Suid Afrika
SA misses more than digital TV deadline - Techcentral. (Die digitale senders is al lankal aangeskakel. Die ontvangers is nie beskikbaar nie. Die TV inhoud is nie die koste van die uitsending werd nie.)
Maandag 15 Jun 2015
Op die internet
7 common traits of highly intelligent people - Wolrd Economic Forum. Dit verduidelik waarom die ANC regering nie hulle eie onbewaamheid herken nie.
Monday Meltdown – Greece And China Race To Default - Talk Markets.
End Of The Line! China And Germany Look Ready To Pop - Talk Markets. "The emergence of these late-stage bubbles while the world’s leading economies stall is the clearest sign yet that this global bubble is getting ready to burst."
Hubble Catches Glimpse of Beautiful Loner Galaxy NGC 6503 - Discovery.
Baron Funds: The Advantages Of Mid-Cap Stocks - Value Walk.
China: The People’s Republic of Debt - Value Walk. "By another measure, the explosive growth in China’s financial system is literally unprecedented, with total assets (outstanding loans) standing around $27 trillion – or roughly one third of global GDP."
JSE aandele
Tencent (0700.HK) het Maandag -1.27% laer geëindig, terwyl die Hang Seng (Hong Kong) -1.53% laer was.
Anglo Platinum (AMS) verwag vir die 6m tot Junie 'n wVPA wat ten minste 20% hoër sal wees as die 60c die jaar tevore. Gegewe die lae wins van die jaar tevore, kan meer as 20% groei enigiets beteken.
Sondag 14 Jun 2015
Op die internet
Rosetta's lander Philae wakes up from hibernation - ESA.
Writing's On The Wall: Texas Pulls $1 Billion In Gold From NY Fed, Makes It "Non-Confiscatable" - Talk Markets. "In a lot of cases with gold you may not have clear title to the metal. You may have a counterparty relationship that makes you a creditor. If the counter party has a problem unrelated to gold, they can default and then you become an unsecured creditor in bankruptcy."
5 chemistry inventions that enabled the modern world - World Economic Forum. "Did you know that the discovery of a way to make ammonia was the single most important reason for the world’s population explosion from 1.6 billion in 1900 to 7 billion today?"
10 Critical Tips For Dividend Growth Investors - Talk Markets. "Since 1972, stocks that don’t pay dividends have averaged total returns of 2.6% a year. All dividend paying stocks have averaged total returns of 9.2% a year."
Edwards: Asian Conditions ‘Rhyme’ With 97 Asian Financial Crisis - Value Walk. "Edwards maintains that the West is a mild recession away from full blown deflation, but for the moment he’s more concerned about Asia (though regional deflation in Asia could affect the West)."
Michael Lewitt: Navigating the Current Madness in Money Markets - Value Walk. "Quantitative easing isn't working; financial markets are getting pumped up but the economies are not growing. Worse still, Europe and Japan have followed the U.S. down the path of wrong-headed policy making." (Dit maak sin om geld meer vrylik beskikbaar te maak as banke minder uitleen, maar een van die nadele is dat daar nie 'n resessie of depressie is wat regerings forseer om begrotings te sny nie).
Saterdag 13 Jun 2015
Op die internet
Trading Psychology - 11 Things that Separate Winners from Losers (29 June 2014) - Thinking Alpha.
Why Interest Rates Will Asymptotically Approach Zero Forever (Part 1, Background) - Thinking Alpha.
Denmark's wacky negative mortgage rate (banks pay customers to borrow) - Twitter.
Greece Suddenly Submits A Plan After IMF Walks Away From Negotiation Table - Talking Markets.
More Obamacare Sticker Shock: HMO Rates Up 20%, EPO Up 18%, 12% Overall; Death Spiral For Insurers? - Talk Markets.
EPA Exonerates Fracking - What Now? - Talk Markets.
Vrydag 12 Jun 2015
Op die internet
Is the World Ready for the Rise of the Yellen Dollar? - Bloomberg.
These diverging trends point to a market correction, says UBS - Market Watch.
NASA explains how cell networks can restrict drone flights - Engadget.
Europe's space agency is still looking for the Philae comet lander - Engadget.
Mercedes-Benz takes on Tesla with a home battery of its own - Engadget.
NASA is starting to upload 4K, 60fps videos to YouTube - The Verge.
Behind the scenes at the final DARPA Robotics Challenge - The Verge.
No Justice for Canada’s First Peoples - NY Times.
The real reason American passenger trains are so bad - Vox.
Wettelose Suid Afrika
Eskom se elektrisiteits probleme is net een van die gevolge van die ANC se onvermoë om regering funksies te verrig. Die rede waarom misdaad buite beheer is, is dat bekwame blanke polisie vervang is met regstellende aksie beamptes wat nie misdaad ondersoek, of ververvolgings doen nie. Media help die situasie aan deur die regering met respek te behandel. Die ANC vernietig die beskawing. Dit is hoog tyd dat media die werklikheid weerspieël in hulle publikasies.
JSE aandeel bewegings
Die JSE alle aandele was +0.26% hoër vir die week, of 6% laer as die April hoogtepunt. Dit is 2.2% hoër oor 'n jaar, maar het +22% per jaar geklim die vorige twee jaar. Die probleem met aandeel markte wêreldwyd is dat waardasies nie afgekom het saam met die val in ekonomiese groei nie.
JSE aandele
Afr Rain Min (ARI) verwag vir die jaar tot Junie dat die wVPA ten minste 45% laer sal wees, wat die prys/verdienste meer as R94.03/R10.45 sal maak. Die vwVPA vir die 6m tot Des was 470c, en die yster erts prys het daarna aanhou daal.
Donderdag 11 Jun 2015
JSE aandele
Afrimat bied R1.35 per aandeel vir die oorblywende aandele van Infrasors (IRA).
Aveng verwag vir die jaar tot Junie 'n vwVPA wat meer as 50% laer is, of minder as 56.3c.
Op die internet - Suid Afrika
Stopping SMS Spam Messages – National Opt Out South Africa - Scambuster.
What to do about unsolicited SMSes - iol.
South Africans think their mobile Internet is too expensive–but new competition could change that - Quartz. "Ookla – the U.S-based broadband monitoring company – recently revealed that if you’re living in South Africa, you are likely to pay an average rate of $23.08 per Mbps, compared the global median rate of $5.36 per Mbps."
Frail demand weighs on Q2 business confidence - Engineering News.
S African MPs want Eskom to account for billions - Engineering News.
Op die internet
It looks like Apple is jumping on the ad blocking bandwagon — which is about to cause a major headache for digital publishers - UK Business Insider.
Meredith Whitney shuts her hedge fund - Market Watch. Dit lyk of beleggers juis 'n verskansings fonds gaan nodig hê met die geweldige wisselvalligheid in aandeel markte. Die geringste rentekoers verandering, of gerug van verandering, kan groot bewegings in die aandeel mark veroorsaak.
What speaking two languages does to the brain - World Economic Forum. "This is precisely what we found: compared to monolingual adults of a similar age, our bilinguals demonstrated greater white matter integrity in a number of regions of the brain related to language processing."
Pyramides from space - Twitter.
Woensdag 10 Jun 2015
JSE aandele
Dit lyk of die JSE eers 'n regter skouer wil vorm. Met die swak bruto binnelandse produk vir die eerste kwartaal kan 'n mens raai dat maatskappy verkope vir die eerste 6m van 2015 minder goed gaan wees. Die daling in verkope groei was alreeds opmerklik in die meeste maatskappye se laaste resultate. Al positiewe faktor wat nog oorbly vir die JSE is inflasie.
Peregrine (PGR) se inkomste vir die jaar tot Maart was +25% hoër, en vwVPA +30% hoër. Die prys/verdienste is nou 3005c/263.4c = 11.4.
Op die internet
Fitzgerald, Quantum Theory and the “Barbell Approach” - Daily Reckoning. "It’s too soon to be certain, but the U.S. economy could be in a recession right now, along with Canada, Brazil, Korea and large parts of Europe."
Sony updates its best compact camera with slow-motion and high-speed shooting - The Verge. Video in 4K (4096 x 3072 piksels). Die 960 rame per sekonde spoed is teen 1280 x 800 piksels.
Chandra Finds Evidence for Serial Black Hole Eruptions - Nasa.
The Regenerating Cells That Could Reverse Paralysis - Daily Reckoning.
The Earnings Season "Scandal" - Talk Markets.
Volcker Sounds Alarm Over States' Budget Gimmicks, Pension Assumptions - Talk Markets.
The Warren Buffett Economy—Why Its Days Are Numbered, Part 2 - Talk Markets. "The Great Depression was owning to the excesses of state action—the massive indebtedness and inflation of the Great War and the easy money credit bubbles of the Roaring Twenties—not to its supposed deficiencies."
Dinsdag 9 Jun 2015
Op die internet
U.S. monthly crude-oil output highest in more than 40 years - Market Watch. Op 'n 6 maande grafiek, verhandel Brent olie in twee verskillende kanale - kort termyn af, en lang termyn op - Nasdaq.
If Things Were Bad in 2008… What's Coming Will be Far Far Worse - Zero Hedge.
What’s causing America’s low inflation? - World Economic Forum. Een moontlikheid is dat die geld voorraad teen 'n stadiger tempo deur die ekonomie vloei, omdat banke moeilik uitleen.
Why we need to rethink inflation targeting - World Economic Forum. As inflasie tot ekonomiese groei en welstand gelei het, sou Zimbabwe baie voorspoedig gewees het.
America's Shale Oil Boom Is Grinding to a Halt - Yahoo.
Op die internet - Suid Afrika
These 15 SA companies employ 1 million people - Moneyweb. "The public sector wage bill swallows 40.6% of gross national revenue, compared with 31% a decade ago."
SA is creating jobs that lock out workers forever - Business Day. Die SA regering volg dieselfde beleid as Zimbabwe. Die per capita inkomste is $13,000 in Suid Afrika, en $2000 in Zimbabwe. Kiesers wat dink dat hulle 'n hoër lewensstandaard gaan hê na transformasie, het geen benul hoe arm die res van Afrika is nie.
Andrew Donaldson: Asking RW Johnson why SA only has two years left - Biznews.
Maandag 8 Jun 2015
Sokker
FIFA het 'n permanente klad gelaat op sokker. FIFA wedstryde gaan in die toekoms assosieer word met korrupsie. Sokker sal 'n nuwe wêreld liggaam moet skep.
Op die internet
Why this 2,073-foot Chinese building could be an omen of economic doom - Business Insider.
Why The Bull Market In China Is The Next Huge Bubble - Seeking Alpha.
These Are the 13 Cities Where Millennials Can't Afford a Home - Bloomberg.
Experts worry that 'phony numbers' are misleading investors - Yahoo.
Why the poaching crisis in Africa is worse than we thought - World Economic Forum.
U.S. Stocks on Wrong Side of History With Rate Rise in Sight - Bloomberg.
China trade shrinks again in latest sign of economic slide - Business Inquirer. As baie van die invoere uit minerale bestaan waarvan die pryse geval het, is die laer invoere te verwagte.
JSE aandele
Alexander Forbes (AFH) se inkomste vir die jaar tot Maart was +10.3% of +11.7% hoër, en vwVPA 31.9c teenoor 'n verlies van -52.5c die jaar tevore. Die prys/verdienste is nou 886c/31.9c = 28.
Telkom (TKG) se inkomste vir die jaar tot Maart was -2.0% laer of +1.5% hoër op herverklaarde waarde, en vwVPA 595c of voortgeset 545c, teenoor die vorige jaar se 857c. Die prys/verdienste is nou R66.50/545c = 12.2. Die dividend opbrengs is 3.1% na belasting.
Sondag 7 Jun 2015
Op die internet
The "Illegal Immigrant" Recovery? The Real Stunner In The Jobs Report - Talk Markets.
The Road To Hell Is Paved With Good Intentions - Talk Markets. "Seems like many politicos and main stream economists believe the solution (or at least part of the solution) for too many low incomes is to mandate a higher minimum wage."
5 reasons why we can beat corruption (16 Jan 2015) - World Economic Forum. Kommentaar: Die WEF het 'n bespotting gemaak van die doel deur Jacob Zuma as spreker te kry by die WEF in Kaapstad. Afrika inwoners, soos die ANC gewys het met die president se uitgawes op sy private woning, verstaan nie wat korrupsie is nie. Die begrip is te ingewikkeld vir primitiewe mense.
BBC says it has seen documents detailing Warner transactions - The Fiscal Times.
Disney World Replaces 250 Tech Staff with Indians on Immigrant Visas - Hollywood Reporter.
Op die internet - Suid Afrika
New US-SA poultry deal in place - Moneyweb.
Vrydag 5 Jun 2015
Suid Afrika rand
Die rand het na R12.57/$1 verswak. Die rand het -14.5% per jaar verswak teen die dollar sedert 2011, en -8.6% per jaar teenoor die Euro. Dit kan deels die val in mineraal pryse wees wat uitvoer inkomste verlaag het, maar was uitgebalanseer deur die goedkoper olie invoer. Uitvoere het waarskynlik verswak weens transformasie, en die onvermoë om vakbonde te beheer. SA het 'n handels tekort sedert 2011 weens kapitaal invloei. As dit die daarvoor was nie, was die rand nog swakker. Dit kan weens dat inflasie hoër was as die amptelike statistiek.
JSE bewegings
Die JSE alle aandele het laat Vrydag herstel, maar was laer vir 'n tweede week. Dalk kort posisies wat gesluit was vir die naweek. Vrydag was Tencent (0700.HK) -2.0% laer, maar Naspers (NPN) was +2.7% hoër. Sasol (SOL) het Vrydag +3.3% opgeskiet, terwyl Brent olie na $61.80 geval het. Dit lyk of die ander aandele ook doelloos op en af beweeg. Digicore (DGC) het Vrydag +29% na 343c opgeskiet, na 'n SENS aankondiging dat Novatel (VSA) al Digicore se aandele wil koop teen R4 per aandeel. CMH (CMH) het Vrydag +7.7% opgeskiet, ten spyte van die National Association of Automobile Manufacturers of South Africa (NAAMSA) se laer plaaslike nuwe voertuig verkoop syfer vir Mei teenoor 'n jaar gelede, behalwe vir ligte handels voertuie. Adapt It (ADI) het -5.9% getuimel.
Die oorprysde aandele het nog nie genoeg geval om aantreklik te wees nie. 'n 10% val in party eiendomstrusts se aandeel prys maak nie veel verskil aan die opbrengs nie. Byvoorbeeld Hyprop (HYP) het 'n huur opbrengs van 4.1% gehad teen R127. Teen R115 is die opbrengs 4.6%. Resilient (RES) se opbrengs het van 3.5% na 4.2% opgegaan met die aandeel prys wat van R106 na R88 geval het.
JSE aandele
BSI Steel (BSI) verwag vir die jaar tot Maart 'n wVPA wat -55% tot -65% laer is.
Amalgamated Electronic (AER) verwag vir die jaar tot Maart 'n wVPA laer as 17.9c. Lae volume.
Adcock (AIP) verwag vir die jaar tot Junie 'n wVPA wat ten minste +35.9c meer is as die verlies van -179c vir die 9 maande tot Junie 2014.
Op die internet - Suid Afrika
Transnet gets R30bn loan from Chinese bank - Business Day. Een lokomotief kos R47,000,000 (dalk is dit van daai lokomotiewe uit "Back to the Future" wat kan vlieg en tyd reise kan doen). As die totale koste verdeel word deur die 55,000 poste wat geskep word, is dit R900,000 per pos.
Two terms only for African leaders, says Zuma - Business Day. Kameraad Mugabe het nog nie die memo gekry nie.
SA energy build outside Eskom: Worries of fresh corruption flood – Montalto - Biznews.
Finance Minister tables Eskom Bills - Engineering News. Die regering wil R23,000,000,000 aan Eskom bewillig, en R60,000,000,000 se skuld in aandele omskep (waarop belasting betalers geen rente van Eskom sal kry nie, en die geld sal nooit terugbetaal word nie).
Gauteng overshoots targeted 2014/15 revenue by R700m - Engineering News.
Op die internet
How should you pay for that sandwich? [flowchart]. Navigating the confusing world of mobile payments. - Popular Science.
Will this be the year 4K catches fire? - Popular Science.
Will LG’s wallpaper-thin OLED TV catch on? - Extreme Tech. Eendag sal die mure van 'n kamer met TV skerms bedek word, om in 'n skyn wêreld omhul te word.
Stunning discovery links the brain and the immune system - Extreme Tech.
Ex-FIFA official Jack Warner armed with bombshell inside information and seems ready to share it - NY Daily News.
FIFA paid Ireland to not sue over Thierry Henry hand ball - NY Daily News.
Griekeland
Die Griekse skuld storie raak nou belaglik. Elke dag maak die Europese politici gekke van hulself. Dit is tog duidelik dat die Griekse regering in 'n waan verkeer.
Donderdag 4 Jun 2015
Ongelooflike dom astrantheid van die mens
'n Honderd jaar na die Titanic gesink het, sink skepe steeds weens swak ontwerp. Daar word geen voorsiening gemaak vir passasiers om uit vliegtuie te ontsnap nie. Op safari ry toeriste in oop voertuie tussen leeus rond.
Op die internet
Innovate or Die - Daily Reckoning. China hou aan ontwikkel. Die res van die wêreld probeer nie om mee te ding in terme van werker lone nie. Suid Afrika was gedeeltelik ontwikkel, maar word nou onder ontwikkeld.
Who Needs Doctors? - Daily Reckoning. "The authors of the study were able to show that people in the study who ate a Mediterranean diet (fish rather than meat, olive oil as the primary fat, fresh fruits and vegetables, legumes, low dairy consumption) had bigger brains as they aged."
Ex-FIFA official who became an FBI informant says he took bribes for the 1998 and 2010 World Cups - Business Insider UK.
Bill Gross wants to short Chinese stocks in September - Business Insider.
Op die internet - Suid Afrika
Foreigners crush JSE’s upside move - Business Day.
R11.4bn in irregular municipal expenditure stems from greed – Gordhan - Engineering News.
Regulation of Land Holdings bill ‘moving fast’ to become law – Minister - Moneyweb. "Any land above the threshold we are happy to redistribute, but of course we will pay on the basis of a just and equitable principle"
Mbalula: We don’t know what FIFA did with our $10million - Biznews.
Woensdag 3 Jun 2015
Sokker wêreld bekers
In plaas van die land wat die wêreld beker aanbied deur verkiesing te besluit, kan dit deur die mark bepaal word. Die land wat die goedkoopste kaartjies, TV uitsaai regte, vervoer, en verblyf aanbied is die wenner. Elke land kan besluit tot watter mate hulle die kostes wil subsidieer, op grond van die toerisme voordele wat spruit uit 'n wêreld beker. Dit is soos omkopery, met sokker toeskouers as die begunstigdes.
Op die internet - Suid Afrika
Koeberg Unit 1 returned to service - Engineering News. "The unit, which would ramp up from 200 MW to its full 900 MW capacity over the next few days, was expected to help further stabilise the power system ahead of the start of the cold peak periods this winter."
JSE aandele
Wimbledon finals and market returns. Allan Gray explains its conservative positioning - Moneyweb.
Discovery Health: Eise styg skerper as lede se premies - Netwerk24.
Op die internet
Regression To Trend: A Perspective On Long-Term Market Performance - Talk Markets. Dit wys 'n S&P grafiek terug na 1870. Wanneer 'n mens probeer om 'n reguit lyn op 'n grafiek te pas, word die aanname gemaak dat die ekonomie en inflasie altyd teen dieselfde tempo groei. Groei in ontwikkelde ekonomieë het opgehou omdat China nou die meeste van die vervaardiging oorgeneem het, regerings belas ekonomieë tot stilstand, en bevolkings groei het opgehou.
Could a new state of matter revolutionise how we use energy? - World Economic Forum.
A Forecast of When We’ll Run Out of Each Metal - Visual Capitalist (4 September 2014). Daar gaan binne 15 jaar nie meer lood wees vir lood-suur batterye nie. Mense sal moet teruggaan na slingers om hulle kar enjins te begin. Lood kan dalk opraak voor goud, wat dit baie waardevol sal maak. Alchemiste het destyds probeer om lood in goud te verander. (Lood prys 26 jaar)
Sen. Elizabeth Warren Says SEC Chief Not Keeping Promise of `Strong' Leadership - The Street. Die SEC kan eers 'n eenvormige verdienste per aandeel skep wat maklik is om te volg nie, in plaas van GAAP en nie-GAAP.
Dinsdag 2 Jun 2015
JSE aandele
Mr Price (MPC) se inkomste vir die jaar tot Maart was +13.9% hoër, en vwVPA +21% hoër. Die prys/verdienste is nou R234.52/865c = 27.
Op die internet
FIFA president Sepp Blatter het bedank, maar wil eers oor 7 maande gaan. Wat 'n belaglike burokrasie. Die FIFA drama is meer vermaaklik as sokker. Wat hulle kan doen is om die sokker te los, en die aanbied van wêreld bekers die kompetisie te maak.
Tobacco firms to pay billions in damages in Canada - BBC.
OPEC Is Winning the Oil War - Bloomberg.
China stocks nearly a quarter overvalued: Credit Suisse - Yahoo Finance.
Opinion: There are as many stocks rising to highs as falling to lows - Market Watch. "The odds of a big drop in U.S. equities are high and increasing."
Beijing public smoking ban begins - BBC. Die probleme vir sigaret maatskappye hoop op.
Op die internet - Suid Afrika
Safa letter instructing Fifa to pay US$10m 'bribe' - read the full text - Rand Daily Mail.
Turkish powerships group says it could inject up to 2 000 MW into SA within 18 months - Engineering News. Lyk of dit te laat is noudat die nuwe kragstasie deels krag lewer.
Tribunal to rule on furniture removal firms involved in cartel conduct - Business Day.
Listed property tailwind ‘may flag’ - Business Day.
Maandag 1 Jun 2015
Kaapstad munisipaliteit
As 'n mens 'n navraag epos aan die rekening afdeling (accounts@capetown.co.za) van Kaapstad munisipaliteit, kry 'n mens die volgende automatiese antwoord: "Thank you for contacting the City of Cape Town. If you are reporting this matter for the first time, you will receive a response within 14 working days". Die stadige diens is wat 'n mens kan verwag van die transformasie na 'n primitiewe Afrika land, onder die DA in die geval.
Cape Town reduces proposed rates increase - Business Day. As die 10% verhoging by 'n huis prys inflasie van 6% getel word, is die verhoging 16%. 'n Paar jaar gelede was daar 'n groot verhoging in belasting omdat huis pryse herwaardeer was. Die DA deel mildelik gratis dienste uit aan die armes wat uit die Oos Kaap aankom. Die ANC voel dit is nie genoeg nie.
JSE resultate
Winhold (WNH) het resultate uitgebring, maar min aandele verhandel.
CSG (CSG) se inkomste was +21.4% hoër, en vwVPA +10.5% hoër. Die prys/verdienste is nou 169c/17.5c = 9.7.
Cadiz (CDZ) se inkomste vir die jaar tot Maart was -12.5% laer, en vwVPA 'n verlies van -23.0c.
Transhex (TSX) se inkomste vir die jaar tot Maart was +35% hoër, en die vwVPA was 78.6c, teenoor 9.8c die jaar tevore. Die prys/verdienste op voorgesette VPA is nou 330c/58.3c = 5.7.
Op die internet
Fifa: Who in SA did 'dirty' Cup deal? - Mail & Gaurdian. Ek dink die huiskneg het dit in die kombuis gedoen.
China HSBC PMI at 49.2 in May, contracts third month, export orders near two-year low - Reuters.
Russia bans 89 EU citizens from entering country - RTE.IE. Die sokker wêreld beker in Rusland in 2018 behoort gekanselleer word weens die Ukraine konflik.
Steady jobs growth best thing going for up-and-down U.S. economy - Market Watch. Werk word geskep, maar die VSA ekonomie krimp. Maak nie sin nie.
6th-generation Camaro stands up to Mustang - Market Watch.
Are we about to see the end of universities as we know them? - World Economic Forum. Ons wag al dekades daarvoor.
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Kopiereg @2015