Donderdag 30 Junie 2016
Op die internet
It Gets Real: Manhattan Apartment Sales Plunge - Wolf Street.
Imports Collapse At East Coast Ports (-4.7%) - Zero Hedge.
World's Most Systemically Dangerous Bank Crashes Back To Record Lows (Deutsche Bank) - Zero Hedge.
Theresa May rules out second EU referendum - EU Observer. Die Britse publiek word soos kinders behandel. Wikipedia: "... she was Chairman of Education (1988–90)", "... in 1999 she was appointed Shadow Education and Employment Secretary". Maak sin.
Boris Johnson: I'm Not Running For Leadership - Sky News.
Op die internet - Suid Afrika
The beer deal: Does the end justify the means? - Moneyweb.
The most ‘fragile’ countries in the world vs South Africa - Business Tech.
Standard Bank computer was hacked in R300m ATM fraud hit - report - Fin24.
What the cluck? SA chicken tycoons are coining it - Rand Daily Mail.
Hawks close factory making counterfeit clothes - Business Day.
JSE aandele
Die JSE was vandag +0.63% hoër. Die Rand het versterk na R14.72. Brent olie is op na $49.83. Die goudprys is af na $1319.00. Groot stygings: Kumba +7.2% na R111.00, ARM +7.2% na R92.00, Nampak +5.9%, Exxaro +5.9% na R67.46, Taste +5.7% na R2.43, Barlo World +5.0% na R73.15, Northam +4.9% na R43.00, PSG +4.7% na R193.98. Groot dalings: Assore -6.7% na R180.01, South32 -3.5% na R17.05, PPC -3.0% na R8.00.
Eqstra (EQS) wil hulle Vlootbestuur, Logistieke Divisie, en Industriële Toerusting Afdeling verkoop aan enX Groep Beperk, en die oorblywende Eqstra besigheid herkapitalisering deur enX, wat die verdunde VPA van -2.2c na -1.4c (voortgeset -15.5c) sou verander het.
Ansys (ANS) se inkomste vir die 13m tot Maart was R474M teenoor R251M 'n jaar gelede (uitgereikte aandele 411M teenoor 245M 'n jaar gelede), en wesens VPA 5.55c teenoor 4.44c 'n jaar gelede. Gewoonlik baie min handel.
Woensdag 29 Junie 2016
Op die internet
How Machines Destroy and Create Jobs - Visual Capitalist.
Newfound Human Species Suggests Africa Was Evolutionary Melting Pot - Live Science.
NIRP Absurdity Soars after Brexit, Hits $11.7 Trillion (Negative Interest Rate Policy) - Wolf Street.
Scottish leader’s plea to stay in Europe rebuffed in Brussels - Business Day. Brexit het onaangename karaktertrekke van Europeërs ontbloot wat Europa minder aantreklik maak.
JSE aandele
Die JSE was vandag +1.5% hoër. Die Rand het versterk na R14.83. Brent olie is op na $49.70. Die goudprys is dieselfde op $1323.00. Groot stygings: DRD Gold +7.6% na R8.50, Lonmin +6.9% na R36.30, Eqstra +6.7% na R2.56, Grindrod +6.6% na R11.50, Anglo +6.2% na R138.55, Hulamin +5.7% na R5.60, Implats +5.5% na R46.64, MTN +3.7% na R144.09, Naspers +3.1% na R2191.00. Groot dalings: Altron -7.2% na R5.80, Mpact -3.9% na R29.00, Adcorp -3.9% na R18.67.
Argent (ART) se inkomste vir die jaar tot Maart was -4.7% laer, en vwVPA +54% hoër na 62.8c. Vooruitsigte klink positief. Lae handel.
Dinsdag 28 Junie 2016
Op die internet
California Has Way More Water Than Anyone Thought - Live Science.
This Tiny Camera can be Injected into Your Body - Popular Science.
What happened in this city explains why Britain voted for Brexit - Business Insider UK.
The Accusations Begin: David Cameron Blames Brexit On Merkel And EU "Immigration Failure" - Zero Hedge.
Why The Collapse Of The U.S. Economic & Financial System Has Accelerated - Talk Markets. "In fiscal 2015, the United States Govt. (supposedly) spent $3.8 trillion on mandatory, discretionary funding and interest on the debt. Total revenues were only $3.18 trillion, so the U.S. Govt had to borrow $583 billion to pay its bills".
Volkswagen’s US emissions settlement ‘to cost $15bn’ - Business Day.
Brexit Is What Happens When The Pie Is Shrinking - Zero Hedge. Laer geskoolde arbeid sal noodwendig swakker vaar met outomatisasie, wat hande arbeid vervang met rekenaars, robotte, en massa produksie.
Case-Shiller Home Prices Rise At Slowest Pace In 8 Months As San Francisco Sales Slump - Zero Hedge. "Most worrisome, perhaps, is the 18.16% YoY plunge in San Francisco home sales... as perhaps the bubble is finally bursting."
China cracks down on apps - TechCentral.
A look at history shows Brexit will probably not happen - Business Day.
Brexit lyk onwaarskynlik
Vir Brittanje om uit die EU te onttrek klink maklik in beginsel, maar die praktiese uitvoering is baie moeiliker. Die persoon wat die Artikel 50 kennisgewing indien neem enorme risiko. As die Britse bevolking in die toekoms ontevrede raak omdat hulle vryheid van beweging beperk word, kan die indiener die mees ongewilde persoon in die geskiedenis van Brittanje word, of 'n held. Aangesien jong mense ten gunste van EU lidmaatskap is, lyk ongewildheid meer waarskynlik op die lang termyn. Wie sal dwaas genoeg wees om die risiko te neem? Die persoon benodig die steun van die oorgrote meerderheid van die bevolking.
As die meerderheid van die konserwatiewe party nie ten gunste is van Brexit nie, sal hulle seker nie 'n leier verkies wat die Artikel 50 kennisgewing wil indien nie. Dit kan dan lei tot 'n algemene verkiesing. Die verkiesing sal gewen moet word deur 'n politieke party wat ten gunste van Brexit is, wat onwaarskynlik is.
Op die internet - Suid Afrika
Tshwane overpays PEU by 70x a month - Moneyweb.
Eskom promises to provide R1.8bn to Exxaro’s Matla - Miningmx.
JSE aandele
Die JSE was vandag +2.1% hoër. Die Rand het versterk na R15.26. Brent olie is sywaarts na $47.86. Die goudprys is af na $1315.30. Groot stygings: Arcelor Mittal +9.8% na R7.88, Kumba +8.5% na R101.21, Omnia +7.8% na R137.99, Assore +7.5%, Adcorp +7.2% na R19.40, Investec Ltd +6.8% na R90.33, Italtile +6.7% na R13.55, Datatec +6.6% na R44.27, Foschini +6.4% na R134.12, MTN +4.9% na R139.00, Steinhoff +4.2% na R81.00. Groot dalings: Harmony -5.7% na R51.21, DRD Gold -5.4% na R7.90, Taste -4.1% na R2.35.
High flying AngloGold redeems $471m in 2020 bonds - Miningmx.
Anglo American (AGL) se diamant verkope was $560M vir siklus 5, teenoor $636M vir siklus 4.
Omnia (OMN) se inkomste vir die jaar tot Maart was dieselfde as die vorige jaar, en die wesens VPA -28% laer na 979c. Die jaar se dividend opbrengs is R3.60/R128 -15% = 2.8%
Maandag 27 Junie 2016
Op die internet
European leaders rule out informal Brexit talks before article 50 is triggered - The Guardian. Dit beteken Brittanje word geforseer om hulle lidmaatskap op te gee, met geen versekering dat hulle vorentoe enige lidmaatskap voordele sal hê nie.
"It's a F##king Bloodbath" - European Banking Stocks Collapse As UK Default Risk Spikes - Zero Hedge.
French minister joins Mayor of Calais in threat to move migrant camps across the Channel after vote to leave EU - Mail Online.
Brexit fallout live: George Osborne finally breaks his silence as Jeremy Corbyn battles to stay Labour leader - The Mirror. "George Osborne says the economy is strong". Ja, maar ekonomiese groei is bereik deur meer skuld aan te gaan (belasting uitgestel): Britain's monster debt reaches record £1.58TRILLION with another fail for Osborne forecast - Express.
Op twitter:
Steve Hawkes @steve_hawkes: Boris: "It's clear now that Project Fear is over".
Nicola Sturgeon (first minister of Scotland) @NicolaSturgeon: "Indeed, Boris. Project Farce has now begun - and you are largely responsible".
Op die internet - Suid Afrika
Zuma must pay R7.8m for non security upgrades at Nkandla: Treasury - Metrotell. Net R7.8M van die totale koste van meer as R246M. Hulle kon 'n groter bespotting daarvan gemaak het deur te vereis dat die geld terugbetaal met hoender eiers uit die hoender hok.
Transnet rues economy as coal, iron ore volumes falter - Miningmx.
Nigeria shows how to stop R2/MB mobile data extortion - Moneyweb.
JSE aandele
Die JSE het vandag 'n verdere -3.1% geval, weens die Britse stem teen EU lidmaatskap. Die Rand het geval na R15.46. Brent olie is af na $47.31. Die goudprys is net +0.5% op na $1322.20. Groot stygings: Anglo Gold +5.6% na R269.66, Comair +4.9% na R3.20, Eqstra +3.4% na R2.44. Groot dalings: Capco -13.6% na R55.10, Foschini -10.9% na R126.00, Investec Ltd -9.7% na R84.56, Brait -9.5% na R134.90, Intuprop -8.9% na R52.50, Steinhoff -8.7% na R77.75, Telkom -8.5% na R62.20, Truworths -6.9% na R81.65, Imperial -6.6% na R136.52, ens.
Die val in aandele met Britse belange lyk na spekulante.
BHP boosts exploration budget in hunt for copper to petroleum - Mineweb.
Trustco (TTO) se inkomste vir die jaar tot Maart was +13% hoër, en vwVPA +40% hoër na 55.0c. Lae handel.
Accelerate Property Fund (APF) se huur uitkering vir die 6m tot Maart maak die jaar opbrengs 53.56c/620c = 8.6%, wat 9.1% groei was. Lae handel.
Sondag 26 Junie 2016
Op die internet - Suid Afrika
Compassion and empathy have gone out the window - Moneyweb.
Global markets lose $2.1trn in Brexit rout - Fin24.
What’s gone wrong with the World Wide Web - TechCentral.
SABC blasted at Icasa hearings - TechCentral.
JSE aandele
Naspers CEO looks at internet business as PayTV declines - Fin24. TV uitsaaiers is uit voeling met kykers.
Saterdag 25 Junie 2016
Brexit
Four ways the UK can reverse Brexit if it really, really wants to - Quartz.
“Bracksies”: how Brexit could wind up not actually happening - Vox. "Under the Scotland Act 1998, it appears that the Scottish Parliament has to consent to measures that eliminate EU law's application in Scotland."
Brexit was a harsh political awakening for young people - The Spectator. "So fewer young people are likely to have voted – and more older people are likely to have voted. Had turnout been higher among younger people its influence would have been even greater ..."
'n Verdeling van 50-50 is die slegste moontlike resultaat vir 'n referendum. 'n Regering kan nie optree daarvolgens nie, omdat die publiek vorentoe van besluit kan verander. In 'n demokrasie word die regering verplig om dan te volg. Dit is waarom 'n groter wen marge nodig is. Om meer duidelikheid te kry, kan die regering nog 'n referendum roep om meer besonderhede in te win oor die redes agter die publiek se keuses. Dan kan die spesifieke kwessies aangespreek word in onderhandeling met die EU.
The future of global politics. Be afraid - Twitter.
Beskawings en immigrasie
Deur die geskiedenis het beskawings gekom en gegaan. Grootskaalse immigrasie kan een rede wees waarom beskawings verdwyn. Mense het nog altyd gemigreer na plekke wat meer voorspoedig is. 'n Beskawing moet aktief onderhou word om voort te bestaan.
Europa het te veel passiewe politici. Die EU is 'n demokrasie, met 751 verkose Europese Parlements lede. Dit is hopeloos te veel, wat een rede vir die burokrasie is. As die publiek nie tevrede is met die EU nie, kan hulle net hulself blameer. Probleme onstaan omdat die publiek vir dieselfde politici stem ongeag van hulle prestasie.
Die beskawing in die VSA is stadig besig om agteruit te gaan. Donald Trump se poging om onwettige immigrasie te keer is waarskynlik te laat, te oordeel aan die getalle wat alreeds in die VSA gevestig is. 'n Vorige Republikeinse presidents kandidaat, George W Bush, het sy verkiesing gewen deur verblyf status aan onwettige immigrante te bied. Wanneer immigrante die marginale stem is wat verkiesings in hulle guns swaai, word immigrasie onkeerbaar.
Apartheid in Suid Afrika het misluk omdat die swartes nie op hulle eie kon oorleef in die onafhanklike state nie, en na die blanke stede gemigreer het. Die beskawing wat die blankes gebring het, word vernietig. Die ou hoofstad van die Zuid-Afrikaansche Republiek en Transvaal word vandag gekenmerk deur betogings deur barbare. Moord en roof gaan onverpoos voort.
Vrydag 24 Junie 2016
Op die internet
The Ten Bagger In Solar Energy - Talk Markets. 'n 100% krag van elektriese son panele is nie wys nie. As son in 'n woestyn beskikbaar is vir 365 dae van die jaar, kan oornag battery storing werk. As dit een dag bewolk is, is batterye nutteloos, en sit mense sonder krag. Om energie vir bewolkte dae te stoor, benodig baie goedkoop energie storing. Een moontlikheid is om hitte te stoor – Molten Salt Energy Storage: "Heat loss is only 1°F per day". As die temperatuur konstant bly omdat latente hitte verloor word, beteken die spesifikasie nie veel nie.
2007 Pattern Being Repeated Right Now? Another "Push Away" - Talk Markets.
American nightmare: Home ownership at 48-year low - Washington Examiner.
Here’s How Bad US New Home Sales Are - Talk Markets.
"Tired Of The Expense Of Living Here" - Californians Continue To Leave State In Droves - Zero Hedge.
Historic Volume Surge Forces Deutsche, Morgan Stanley To Shut Down Dark Pools - Zero Hedge.
British Money-Changer Imposes Capital Controls, Suspends Online FX Transactions - Zero Hedge.
Brittanje stem vir apartheid
The UK's EU referendum: All you need to know - BBC. "Scotland backed Remain by 62% to 38%, while 55.8% in Northern Ireland voted Remain and 44.2% Leave."
United Kingdom withdrawal from the European Union - Wikipedia. 'The UK was not a signatory to the Treaty of Rome which created the EEC in 1957. The country subsequently applied to join the organization in 1963 and again in 1967, but both applications were vetoed by the then President of France, Charles de Gaulle, ostensibly because "a number of aspects of Britain's economy, from working practices to agriculture" [had] "made Britain incompatible with Europe."'
Die media het 'n groot rol gespeel in die stem om uit die EU te onttrek, deur dit vir maande te dek totdat mense siek en sat was daarvan (net soos met die anti-apartheid veldtog). Brittanje, wat ander lande gekoloniseer het, wil nie self 'n Europese kolonie wees nie. Voor die referendum was die onderwerp uiters vervelig. Nou, na die referendum uitslag word dit meer interessant:
'This is the end': Media hysterical over Brexit - Washington Examiner.
Britain’s Democratic Failure - Project Syndicate. "What we do know is that, in practice, most countries require a “supermajority” for nation-defining decisions, not a mere 51%."
Why the Article 50 notification is important - Jackofkent. "And whilst it is not made, then other ways of solving the problem created by the referendum result may present themselves: another referendum, perhaps, so that UK voters can give the “correct” result, or a general election where EU membership is a manifesto issue, or some other thing."
Will your nanny, cleaner or builder have to leave the UK? EU workers fear they may have to leave Britain after Brexit shock - Mail Online. "Brexit means three million EU workers living in UK face an uncertain future"
EU referendum: 40 facts about Britain and the EU to help you decide how to vote - Independent (22 Junie 2016).
Op die internet - Suid Afrika
Eskom executives give themselves a R6m bonus each, infuriating NUM - Business Day.
Eskom: Costs balloon. Again - Financial Mail.
Between the chains: (Real) power to the people - Financial Mail.
Icasa probe of pay TV to be wide-ranging - Techcentral. "This inquiry is intended to address concerns raised by industry stakeholders as well as for the authority to determine why, despite multiple attempts to introduce competition in the subscription broadcasting market, only two licensees have been able to launch services and the two entrants have been plagued by sustainability challenges and the others have not yet begun operations."
JSE aandele
Die JSE het vandag -3.6% geval, weens die Britse stem teen EU lidmaatskap. Die Rand is swakker na R14.97. Brent olie is af na $48.86. Die goudprys is +4.2% op na $1315.30. Groot stygings: Sibanye +13.3% na R49.45, Petmin +13.0% na R1.22, Gold Fields +12.6% na R68.34, Harmony +12.5% na R53.45, Anglo Gold +9.9% na R255.49, DRD Gold +9.9% na R81.0. Groot dalings: Capco -17.8% na R63.75, Intuprop -15.2% na R57.65, Arcelor Mittal -13.7% na R7.38, Glencore -11.3% na R28.93, Imperial -10.3% na R146.21, Investec PLC -9.7% na R93.50, Anglo -8.0% na R135.72, Old Mutual -7.5% na R38.40, Truworths -6.9% na R87.69, BHP Billiton -5.8% na R174.60, MTN -5.9% na R139.20, SAB Miller -4.7% na R871.90.
Dit is onduidelik waarom goud myn aandele so opgeskiet het, en die ander myn aandele geval het weens Brittanje se onttrekking uit die EU – dalk omdat party van die maatskappye in Londen genoteer is. Die FTSE het -3.2% geval, en die pond omtrent -8%. Britse lidmaatskap van die EU kan nie so belangrik wees vir myne nie. Dit lyk of media bohaai 'n oorreaksie veroorsaak het.
Naspers (NPN) se inkomste vir die jaar tot Maart was -10% laer in $ (+11% voor wisselkoers en verkrygings), verdunde kern wesens verdienste per aandeel +18% hoër na $2.92, of vwVPA +1% hoër na $1.62. Inkomste groei was +26% vir Tencent, +6% vir Ehandel, en -11% vir Video vermaak. Handels wins groei was +39% vir Tencent, -28% vir Ehandel, -17% vir Video vermaak. Wins marge was 41% vir Tencent, -26% vir Ehandel, 18% vir Video vermaak.
Naspers se aandeelhouding in Tencent is omtrent R2415 werd (Tencent HK$173.80 x 9.47B uitgereikte aandele x wisselkoers R1.940/HK$ x 32.6% aandeelhouding deur Naspers ÷ Naspers se 431M uitgereikte aandele).
Steinhoff Int (SNH) gee kennis dat Poundland nie hulle kontant oorname aanbod aanvaar het nie.
Listed property: The dwindling expectation of greatness - Moneyweb.
‘CEO overhang’ adds layer of uncertainty to Implats - Miningmx.
Donderdag 23 Junie 2016
Op die internet
Fed Up With The Corruption: Mexico On Brink Of Revolution - Zero Hedge.
Cable company overcharges might be even worse than you realized - Arstechnica.
What Happens in an Internet Second? - Motherboard.
Op die internet - Suid Afrika
Wits unveils first suite of free online courses - Engineering News.
Part 2: Young South Africans and the education that continues to rob them - Moneyweb. "Consider how a report commissioned by the Department of Basic Education shows that about 60% of children in SA cannot read at even a basic level at the end of Grade 4." Die verwagting dat almal dieselfde opvoeding kan voltooi ignoreer die feit dat intelligensie 'n normale verspreiding (klok kurwe) volg. 'n Europese opvoedkundige stelsel werk net vir 'n persentasie van Afrika inwoners.
JSE aandele
Die JSE het vandag op en af gegaan, om plat te eindig. Die Rand is sterker na R14.52. Brent olie is af na $50.16. Die goudprys is af na $1262.60. Groot stygings: Gold Brands +15% na R1.07, Taste +12.4% na R2.45, Kumba +8.3% na R92.00, Massmart +6.6% na R135.95, Stor-age +6.1% na R10.50, Grand Parade +5.0% na R3.60, Adcorp +4.7% na R18.64, Woolworths +4.3% na R85.20, Eqstra +4.2% na R2.47. Groot dalings: Altron -4.8% na R5.71, Pinnacle -3.6% na R14.81, Workforce -3.5% na R1.39.
Woolworths het die webwerf taste.co.za, terwyl Taste Holdings by www.tasteholdings.co.za is.
BSI Steel (BSS) se inkomste vir die jaar tot Maart was -12.5% laer, en wVPA 5.3c teenoor 2.1c verlede jaar.
Stellar Capital Partners (SCP) maak 'n aanbod vir al die oorblywende aandele van Torre (TOR), in die verhouding van 1.25 Stellar aandele vir 1 Torre.
Why Would Tencent Want to Buy UFC? (Ultimate Fighting Championship) - Motherboard.
Woensdag 22 Junie 2016
Op die internet
The Rapidly Changing Nature of Japan’s Public Debt - Liberty Street Economics.
Corruption costs 4% of Mozambican GDP – Joseph Hanlon - Club of Mozambique. "... they estimate that traffic police earn four times their salary in bribes ..."
Powerful 'Electric Wind' Sucked Venus' Oxygen into Space - Space.
Below 64°F, European diesels emit nitrogen oxide at an alarming rate, report says - Arstechnica.
The Surprising Relevance of the Baltic Dry Index - Newyorker.
What’s Driving US Steel Prices? - Market Realist.
Miners fight Govt as Zimbabwean expropriations begin - Miningmx.
Op die internet - Suid Afrika
This South African city is now the second cheapest in the world - BusinessTech.
R800 Youtube videos may trip mobile networks - Moneyweb. Soos wat koste afkom, word diens ook swakker.
Cape property sells for record R290m - Business Day. "... broke the record for the most expensive house sold in Cape Town by approximately R190m ..."
SA’s AGOA eligibility remains at stake - Moneyweb.
JSE aandele
Die JSE was vandag +1.14% hoër. Die Rand is sterker na R14.64. Brent olie is op na $50.48. Die goudprys is af na $1266.40. Groot stygings: Merafe +6.3% na R1.01, Bidcorp +4.8% na R282.05, Coronation +4.7% na R69.03, Santam +4.6% na R236.50, Afrimat +4.6% na R19.50, Mr Price +4.4% na R210.22, Old Mutual +4.3% na R42.10, Barclays Africa +4.2% na R151.48. Groot dalings: Mustek -6.5% na R5.05, PPC -5.9% na R7.80, Arcelor Mittal -4.5% na R8.27, Northam -3.8% na R40.10.
Rio baskets $9bn of ‘unwanted assets’. Mimics BHP’s South32 play. - Biznews.
Workforce (WKF) verwag vir die 6m tot Junie 'n wVPA van 17.69c tot 18.91c, +45% tot +55% hoër. Gewoonlik lae handel.
Volgens Merafe (MRF) is die Europese maatstaf ferrochroom prys $0.98 per pond vir 3de kwartaal van 2016, teenoor $0.82 vir die 2de kwartaal.
Dinsdag 21 Junie 2016
Op die internet
From Investment-Grade to Bankruptcy in 4 Months: Why Ratings Agencies are Still a Joke - Wolf Street.
NY Fed Warns about Booming Subprime Mortgages, now Insured by the Government - Wolf Street.
AI Boosts Cancer Screens to Nearly 100 Percent Accuracy (Artificial Intelligence) - Live Science.
WTI Crude Tumbles To $48 Handle After Nigeria 'Ceasefire' With Militants - Zero Hedge.
Op die internet - Suid Afrika
Should I increase my property exposure? - Moneyweb.
At Least 20 Putco Buses Torched around Tshwane - Eyewitness News. "Protests have flared up in Tshwane over the ANC’s decision to put forward Thoko Didiza as its mayoral candidate". Die burgemeester word deur die munisipale raad verkies. Die raad behoort self kandidate te oorweeg, en nie die ANC leierskap nie. Volgens die grondwet mag die nasionale regering nie inmeng in munisipaliteite nie. Die munisipale raad is die uitvoerende en wetgewende gesag. Die burgemeester dien bloot as voorsitter van die uitvoerende komitee, en vervul seremoniële funksies.
Heavy WC Rainfall Results in 5% Rise in Dam Levels - Eyewitness News.
JSE aandele
Die JSE was vandag -0.15% laer. Die Rand is sterker na R14.77. Brent olie is af na $49.69. Die goudprys is af na $1269.00. Groot stygings: PPC +10.5% na R8.29, Adcorp +6.7% na R17.45, Advanced Health +5.3% na R1.79, Comair +5.0% na R3.15. Groot dalings: Harmony -7.2% na R46.86, Mustek -5.4% na R5.40, Amplats -5.0% na R360.00, DRD Gold -4.7% na R7.50, Santam -4.2% na R226.02.
Emira Property Fund feels the pinch - Moneyweb.
Tencent leads $8,6bn deal for Supercell - Techcentral.
Amplats (AMS) verwag vir die 6m tot Junie 'n wVPA wat meer as -20% laer is.
Metair (MTA) verwag vir die 6m tot Junie 'n wVPA wat -50% tot -59% laer is. Lae handel.
Maandag 20 Junie 2016
Op die internet
US Freight Drops to Worst May since 2010 - Wolf Street.
The Chinese Real-Estate Bubble Has Gone Parabolic: Land Prices Soar 50% In One Year - Zero Hedge. Dit is seker eksponensieel, nie parabolies nie.
Housing crash in Canada could cost mortgage lenders almost $12 billion, Moody’s warns - Financial Post.
Soros – A Rudimentary Theory Of Bubbles - Talk Markets.
European Stocks Surge Most In 10 Months (To One-Week Highs) - Talk Markets.
Op die internet - Suid Afrika
No asset management, no sales, no commission - Moneyweb.
Data confirm SA is a world leader in labour instability - BusinessDay.
Buying a house in SA just got harder as banks raise deposit requirements - Businesstech.
Coal miners say Eskom contract changes unworkable - Miningmx. 'Eskom said last week that it had “… experienced numerous coal quality challenges with various suppliers'. Ons kan raai wat die probleem veroorsaak.
Staat goël met grond se syfers – Max - Landbou. Aan die begin van die blanke besetting het die swart stamme op hulle eie aangegaan op hulle eie grond. Mettertyd het die swartes vir blankes gaan werk omdat dit 'n beter lewens standaard gebied het. Ons weet dit want dieselfde patroon het die afgelope 50 jaar voortgeduur. Daar was minimale ekonomiese ontwikkeling in die onafhanklike swart state (TBVC), en die inwoners het verkies om na die blanke stede te stroom vir werk.
Lurking headaches of paying online - Rand Daily Mail.
Free public Wi-Fi 'too expensive' for SA - Fin24.
Power station fault and cable theft cause outages in Joburg - Fin24.
Asylum seekers flock to SA as country battles unemployment - Fin24.
JSE aandele
Die JSE was vandag +1.7% hoër. Die Rand is sterker na R14.83. Brent olie is op na $50.44. Die goudprys is af na $1285.30. Die yster erts prys (China fyn ingevoer) is steeds $49.2. Groot stygings: Mediclinic +4.7% na R196.75, JSE +4.6% na R175.80, Sun Int +4.5% na R85.51, Capco +4.2% na R74.68, Discovery +4.0% na R121.94, Glencore +4.0% na R31.78, Old Mutual +3.9% na R39.97, Anglo +3.8% na R144.51, Woolworths +3.4% na R82.00. Groot dalings: Emira -9.7% na R13.90, Comair -8.8% na R3.00, DRD Gold -4.6% na R7.87, PPC -4.0% na R7.50, Hold Sport -3.9% na R60.52.
Emira (EMI) verwag vir die jaar tot Junie 2017 'n -2% laer uitkering weens die swak ekonomie, veral vir kantoor eiendom. Reële groei word weer in 2018 verwag. Die verwagte opbrengs tot Junie 2016 is ~146c/R13.90 = 10.5%. Lae handel.
Sondag 19 Junie 2016
Op die internet
Two catalysts efficiently turn plastic trash into diesel - Arstechnica.
JSE aandele
MTN’s Nigeria fine just got a whole lot cheaper - Techcentral. Die Nigeriese intekenaars moet vir die boete betaal, in welke geval die laer Naira nie 'n verskil maak daaraan nie. Die laaste kwartaal se Nigeriese inkomste groei was -8.8% in Naira (61,149 intekenaars x N1102.59 per intekenaar tot 57,045 x N1078.00). Om reële groei te toon moet hulle Nigerië se hoë inflasie koers klop.
Saterdag 18 Junie 2016
Op die internet - Suid Afrika
Maynard on Migration: WC has the looks but Gauteng’s attraction is jobs. - Biznews.
Vrydag 17 Junie 2016
Op die internet
Tanzania regulator disconnects 600,000 counterfeit mobile phones - Reuters.
Crude Slides To $47 Handle As US Oil Rig Count Rises At Fastest Pace In 10 Months - Zero Hedge.
Rio Declares State Of "Public Calamity", Warns Of Total Collapse In Security, Health And Transport - Zero Hedge.
The incredible story of Alibaba - Moneyweb.
How the Government Hides Inflation, as Housing Costs Soar - Wolf Street.
Op die internet - Suid Afrika
South Africans looking to buy foreign citizenship increasing - Moneyweb.
More outages as City Power fails to restore electricity in Joburg - BusinessDay.
Prasa wants to recoup money paid for faulty locomotives - Timeslive.
SADC residents struggle as drought bites - IOL.
JSE aandele
Die JSE was vandag +0.22% hoër. Die Rand is R15.21. Brent olie is $48.60. Die goudprys is $1288.20. Die yster erts prys (China fyn ingevoer) is $49.3. Groot stygings: Assore +12.7% na R189.90, Lonmin +11.7% na R41.99, Pikwik +6.2% na R34.34, Pinnacle +5.9% na R15.62, MTN +5.1% na R144.62. Massmart +4.5% na R124.49. Groot dalings: PPC -9.1% na R7.81, Mpact -6.0% na R33.00, Oceana -4.8% na R105.05, Harmony -4.3% na R50.93.
Profit plunges at Poundland, Steinhoff’s new takeover target - BusinessDay.
Vodacom CEO’s pay doubled to R22m - Moneyweb. 'n Deel van die aansporings bonus behoort aan Telkom te gaan.
Steinhoff International Holdings NV (SNH) het 22.78% van Poundland se aandele versamel. Enige moontlike aanbod vir Poundland sal in kontant gemaak word. Daar is geen sekerheid dat 'n enige aanbod gemaak sal word nie.
Die Suid-Afrikaanse Agentskap vir Maatskaplike Sekerheid ("SAAMS") het kriminele klagte teen UEPS Technologies (NT1) en Grindrod Bank gebring, vir versuim om op te tree na onlangse wysigings in die Regulasies van die Wet op Maatskaplike Bystand, wat aftrekkings uit kliente se bank rekenings beperk. Die SA Reserwebank sal 'n verklaring indien waarin hulle posisie uitgelê word met betrekking tot die gevolge van die nuwe regulasies op die nasionale betaalstelsel, wat deur hulle gereguleer word. Volgens UEPS is dit nie duidelik waarom SAAMS nog nie soortgelyke kriminele klagtes teen die ongeveer 1300 ander finansiële instellings (insluitend die meeste van die groot Suid-Afrikaanse banke) ingedien het nie.
Donderdag 16 Junie 2016
Op die internet
Nigeria Hyperinflation Looms As Central Bank Throws In The Towel - Nairaland. Die Naira moes al lankal geval het saam met die olie prys. Dan sou invoere geval het, en die wisselkoers herstel het. Langtermyn inflasie is 'n aanduiding van meer geld in omloop (of ekonomiese agteruitgang). Die regering het aanhou spandeer terwyl die inkomste uit olie geval het, en geld daarvoor gedruk. 'n Resessie volg noodwendig omdat die land minder inkomste uit olie verdien, en nie omdat die Naira val nie.
Op die internet - Suid Afrika
How to speed up the sale of your house - BusinessTech.
PSG Asset Management: Why we have been adding banks to our funds - Moneyweb.
SAA reverses stance on lease discounts to Mango - Moneyweb.
JSE aandele
Openbare vakansie dag.
Woensdag 15 Junie 2016
Op die internet
Very hot drinks 'probably' cause cancer: UN body - Timeslive. "Drinking very hot beverages "probably" causes cancer of the oesophagus"
Why gravitational wave astronomy has physicists so damn excited - Vox.
Mozambique’s currency plunges - IOL. 'IMF managing director Christine Lagarde said last month the lack of transparency behind the transactions was “clearly concealing corruption”'. Die probleme ontstaan omdat regerings meer geld spandeer as hulle belasting inkomste. IMF lenings los nie die probleem op nie, net soos Griekeland se probleme nie opgelos word nie.
Uranium Prices Set To Double By 2018 - Talk Markets.
Why Goldman Is No Longer Buying The Oil Bounce - Zero Hedge. "As a result, we continue to expect that prices between $45/bbl and $50/bbl in coming months are still required to bring the market into a deficit in 2H16"
Trump Responds: "Obama Was More Angry At Me Than He Was At The Shooter" - Zero Hedge. Daar is ooreenkomste tussen Obama en Zuma wat bekwaamheid betref.
The EU Wants To Impose A Tax For Sharing Links On The Internet - Zero Hedge. Ander groepe wat probeer geld maak uit die gratis internet is webwerwe wat 'n inteken fooi vra, en die wat nie advertensie blokkeerders aanvaar nie. Die voordele verbonde aan advertensie blokkeerders is so oorweldigend dat dit beter is om die webwerwe te vermy.
Nigeria Hyperinflation Looms As Central Bank Throws In The Towel, Devalues Currency - Zero Hedge.
Op die internet - Suid Afrika
In Numbers: Housing market - Financial Mail.
Digital is not rescuing troubled US newspapers - Timeslive. (van 2013: Buffett Explains Why He Paid $344 Million For 28 Newspapers, And Thinks The Industry Still Has A Future)
Beyond the hype of lithium-ion batteries - Mineweb. "South Africa has about 80% of the world’s manganese reserves". Assore en ARM besit elk 50% van Assmang, wat yster erts, mangaan en chroom myn. South32 myn ook mangaan.
Wholesalers sell fewer goods in April - Business Day.
JSE aandele
Die JSE was vandag +1.23% hoër. Die Rand het versterk na R15.24. Brent olie is af na $49.30. Die goudprys is dieselfde op $1284.90. Groot stygings: Bidcorp +7.2% na R258.00, Imperial +7.2% na R151.03, Kumba +6.1% na R86.50, Glencore +5.6% na R29.55, BHP Billiton +4.6% na R178.43, Anglo +4.5% na R137.10, Amplats +3.8% na R369.00. Groot dalings: PPC -4.6% na na R8.59, PSG Konsult -3.5% na R7.00.
Naspers (NPN) verwag vir die jaar tot Maart dat die kern wesens verdienste per aandeel +15% tot +20% hoër sal wees in $.
Trustco (TTO) verwag vir die jaar tot Maart inkomste groei van +8% tot 18% hoër, en wVPA van 48.3c tot 56.2c, +22% tot +42% hoër. Lae handel.
Imperial (IPL) verwag vir die jaar tot Junie enkel syfer inkomste groei, en onveranderde bedryfs wins op voortgesette besigheid.
PPC asks investors to keep their nerve - IOL.
Brait gets busy - Moneyweb.
Dinsdag 14 Junie 2016
Op die internet
Are the European Central Bank’s Stimulus Measures Working? - Market Realist. As die geld voorraad nie toeneem nie, sal ekonomiese groei lei tot deflasie, volgens basiese ekonomiese beginsels. Die EU probeer groei uit die 50% private deel van die ekonomieë druk.
Op die internet - Suid Afrika
“Homeless” Penny Sparrow can’t afford R150,000 racism fine - BusinessTech.
Whole grain consumption could lead to longer life: study - Timeslive.
SABC vows to replace ‘Britain’s Queen’ with Zulu King - BusinessTech. "I asked around ... I literally do not know a single person who has tuned into a SABC TV channel in the last 5 years. So go for it. Show 100% local content, or (an improvement) the test pattern 100% of the time if you like. Makes no difference!"
'Manipulation' of ANC Western Cape list process must be dealt with - SACP - News24.
Free State EFF councillor candidate arrested for stock theft - News24.
SA introduces tough new anti-collusion measures - Techcentral. "It seems the amendment may make the tasks of uncovering cartels much harder in the future". Werkers mag saamwerk om hulle lone te beheer, deur vakbonde te vorm wat besighede afpers met stakings. Die reg is vervat in die grondwet.
Constitutional Court clears the way for August 3 elections - Business Day. Dit is die eerste verkiesing waarin die blanke minderheid irrelevant raak, met die swartes wat onder mekaar baklei, as die ANC, DA en EFF partye. Die eind bestemming van die drie partye is dieselfde. Al verskil is die spoed van transformasie na 'n tipiese Afrika land.
Sparrow crowd-funding campaigns removed - Timeslive.
JSE aandele
This is the one reason Naspers is the biggest South African company - BusinessTech.
Die JSE was vandag -2.13% laer. Die Rand het verswak na R15.34. Brent olie is af na $49.64. Die goudprys is op na $1285.30. Groot stygings: Pikwik +13.5% na R32.26, Eqstra +2.2% na R2.30. Groot dalings: PPC -7.2% na R9.00, ARM -6.0% R81.46, Massmart -5.6% na R117.01, Assore -5.2% na R164.97, MTN -5.2% na R136.92, Amplats -4.9% na R355.52, Foschini -4.8% na R135.88, Kumba -4.8% na R81.56, Anglo -4.8% na R131.31, Northam -4.1% na R40.74, Sanlam -4.1% na R59.39.
Pick n Pay Holdings (PWK) se 52.7% aandeel houding in Pick n Pay Stores (PIK) word vervang met ongenoteerde B aandele in die besit van Ackerman familie. PWK word ontlys. Dit maak geen verskil aan die publieke aandeelhouers, of die hoeveelheid beskikbare aandele op die aandeel mark nie. Die PWK aandele het vandag opgegaan omdat dit onderwaardeer was relatief tot die PIK aandele.
PPC (PPC) se inkomste vir die jaar tot Maart was -1% laer, en vwVPA -12% laer na 52c, of genorm. 55c.
Invicta (IVT) se inkomste vir die jaar tot Maart was +1.7% hoër, en vwVPA -51% laer na 358c, of genorm. 375c.
Brait (BAT) se waarde van beleggings was R136.27 werd op 31 Maart 2016 (48% New Look, 24% Virgin Active, 16% Premier). Vir die jaar tot Maart was die vwVPA -8.5% laer na R41.41. Die aandeel prys is R156.43. New Look se inkomste en VVRBWA ("EBITDA") groei was onderskeidelik +5.4% en +7.0%. Vir 2015 was dit vir Virgin Active +4% en +15%. Vir die 9m tot Maart was dit vir Premier +32% en +41%.
Stor-age Property (SSS) se uitkering vir die jaar tot Maart gee 'n opbrengs van 30.07c/950c = 3.2%. 'n Uitkering van 84.88c was oorspronklik voorsien vir volgende jaar. Lae handel.
Maandag 13 Junie 2016
Op die internet
What John Oliver learned while setting up a 401(k) plan for his employees - Market Watch.
Saudi Arabia Has Funded 20% Of Hillary's Presidential Campaign, Saudi Crown Prince Claims - Zero Hedge.
Blitz on dangerous children's toys net $30,000 in fines - SMH. "All toys involved in the prosecutions failed the drop test". Australië het nie probleme met terrorisme of immigrasie, net gevaarlike speelgoed.
Op die internet - Suid Afrika
Elephant writes off ANC man's BMW X5 - report - Timeslive. "Maake was fired from the municipality earlier this year after a disciplinary committee found him guilty of 18 charges‚ including gross negligence‚ gross misconduct‚ gross dereliction of duties and gross dishonesty emanating from the contravention of several sections of the Municipal Finance Management Act and Municipal Supply Chain Management Act".
What it takes to succeed in business - Rand Daily Mail. "Rage is the emotion that propels people through the fear barrier".
SA plans to boost wine exports to EU - IOL.
Ingula power station’s unit 4 goes into commercial operation - Engineering News. "It can respond to demand increases on the national grid within two-and-a-half minutes." Elektrisiteit word as dam water gestoor. Dit is 'n ekstra koste bo-op die koste van elektrisiteit opwekking wat elders gedoen word, maar bespaar deurdat die piek opwek kapasiteit verminder kan word.
SAA group effectively admits to subsidising Mango - Engineering News.
JSE aandele
Die JSE was vandag -1.25% laer. Die Rand is dieselfde op R15.10. Brent olie is op na $50.55. Die goudprys is op na $1283.00. Die yster erts prys (China fyn ingevoer) beweeg sywaarts na $49.3. Groot stygings: Calgro +5.1% na R21.50, Sun Int +3.8% na R82.00, MTN +3.2% na R144.45, Assore +3.0% na R174.08. Groot dalings: Sibanye Gold -5.2% na R46.50, Gold Fields -4.7% na R64.41, Harmony -4.0% na R54.09, Anglo Gold -3.8% na R248.59, Steinhoff -2.3% na R88.44.
Woolworths Holdings Ltd (WHL) het op 31 Mei 2016 besluit om finansieële bystand aan volfiliaal Woolworths Pty Ltd te verskaf.
Alexander Forbes (AFH) se inkomste vir die jaar tot Maart was +10.8% hoër, en die wVPA +82% hoër na 58.1c. Die prys/verdienste is 699c/58.1c = 12. Die dividend opbrengs is 31c/699c -15% = 3.8%.
Inside Adrian Gore's Discovery nightmare - Rand Daily Mail.
Vrydag 10 Junie 2016
Op die internet
Student Loan Delinquencies Sky High - Visual Capitalist.
‘Absolute hell’: Entrepreneurs share their moments of dread - Financial Post.
Why Hydrogen Fuel Cell Cars Are Not Competitive — From A Hydrogen Fuel Cell Expert - Clean Technica.
Mixed catalyst-bacterial system gives photosynthesis a run for its money - Arstechnica. "The biomass yield they attained would amount to 180g of captured carbon dioxide at a cost of 1 kWh of electricity." 'n Steenkool kragstasie produseer omtrent 950g koolsuurgas vir 1 kWh elektrisiteit, en 550g vir gas. Dus sal 5x meer energie met byvoorbeeld elektriese sonpanele in 'n woestyn nodig wees om die koolsuurgas van steenkool kragstasies te absorbeer, en 3x vir gas kragstasies. Omdat sonpanele net in die daglig werk, sal die drywing nog 2x meer moet wees. Dit is goedkoper om net plante te kweek.
"It's 2000 All Over Again!" - Zero Hedge. "That was when the tech bubble popped and sent us to an ugly bear market and recession."
Oil Gives Up Post-Payrolls Gains As Rig Count Rises For 2nd Straight Week - Zero Hedge.
Must See: How Google Manipulates Search Results In Favor Of Hillary Clinton - Zero Hedge.
Massive Gold Investment Buying 2 - Talk Markets.
The 100-Year-Old Man Who Lives in the Future - Bloomberg. Die meester rekenaar sal bevolkings groei moet beperk.
Bond Yields Around the World Fall to Records on Growth Outlook - Bloomberg.
Copper Market Goes Bearish as Tons of Metal Flood LME Warehouses - Bloomberg.
Op die internet - Suid Afrika
Agri SA calls for a national disaster declaration - Engineering News.
Probe waste of state funds on litigation, DA says after report - Polity.
Fire department called out as Eskom sub-station explodes - Times Live. "Eskom said a 20MVA transformer exploded when it was switched back after maintenance."
Downgrade risk remains for SA - S&P - IOL.
Samarco accused of ignoring dam risk - IOL.
ANC maak bespotting van grondwet
Penny Sparrow ordered to pay R150,000 for racist comments - Businesstech. "The ruling party said it wanted to find that her utterances were racist and constituted hate speech."
Magistraat Irfaan Khalil moes die saak uitgegooi het. Volgens die grondwet het 'n persoon vryheid van spraak, behalwe vir (a) propaganda vir oorlog, (b) aanhitsing van dreigende geweld, of (c) verkondiging van rasse haat wat mense aanhits om leed te veroorsaak. Die grondwet stel dit duidelik dat vryheid van spraak net beperk kan word as dit na geweld lei. Die oortreding voldoen nie aan een van die vereistes nie. Die aangeklaagde se grondwetlike regte is geskend. Magistrate word deur die regering aangestel en betaal, en kan daarom nie onafhanklik wees nie.
Die ANC se reaksie, en die aandag wat die saak gekry het doen baie meer skade. Deur aandag daarop te vestig het die ANC rasse haat aangeblaas, en hulle volgelinge regverdiging verskaf om geweld teen blankes te pleeg. Derduisende blankes is al deur swartes vermoor. Die ANC het mense opgeblaas met kar bomme, en kerk gangers met 'n AK47 masjien geweer vermoor. Vir die gewelddadige organisasie om 'n ander ras te beboet vir haatspraak is die toppunt van belaglikheid.
Die ANC se regstellende aksie, swart ekonomiese bemagtiging, en grond onteiening is weens hulle beheptheid met ras. Volgens die grondwet: "Die staat mag nie regstreeks of onregstreeks onbillik diskrimineer teen iemand op een of meer gronde nie, met inbegrip van ras, geslagtelikheid, geslag, swangerskap, huwelikstaat, etniese of sosiale herkoms, kleur, seksuele oriëntasie, ouderdom, gestremdheid, godsdiens, gewete, oortuiging, kultuur, taal en geboorte", tensy die diskriminasie as billik bevind word. Vir diskriminasie om billik te wees, moet die ANC bewys lewer dat swartes in die res van Afrika die voordele het weens die gebrek aan apartheid, en die blanke ekonomie wat daarmee saam gekom het.
Die ANC verstaan klaarblyklik nie die begrip diskriminasie nie. Om nie te diskrimineer nie beteken dat mense slegs aangestel word op grond van bekwaamheid. Die ANC stel mense aan volgens geslag, wat deur die grondwet verbied word.
JSE aandele
Die JSE was vandag -0.34% laer. Die Rand het verswak na R15.11. Brent olie is af na $51.00. Die goudprys is op na $1273.40. Groot stygings: MTN +13.2% na R140, DRD Gold +5.8% na R8.20, Gold Fields +5.1% na R67.56, Anglo Gold +3.8% na R258.52. Groot dalings: Vukile -5.4% na R16.55 (ex dividend), Assore -4.6% na R169.02, BHP Billiton -3.0% na R180, Shoprite -3.0% na R165, Steinhoff -2.7% na R90.50 (Duitse mark DAX -2.5%).
MTN (MTN) gaan 'n boete van Naira 330B oor drie jaar betaal ($1.671B teen die amptelike wisselkoers en $902M teen die Lagos Parallelle Mark Koers). Dit is $902M of $1.671B x R15 /1834M aandele = R7.40 of R13.7 per aandeel. MTN se vwVPA vir 2015 was R7.44 (R0.93 vir die tweede helfte). Die aandeel prys is nou +18% hoër na R146. MTN Nigerië gaan op die Nigeriese Aandeel Mark genoteer word.
‘There are going to be tears’ - Moneyweb. "Are local real estate companies buying internationally for the right reasons?"
Retail shares: Looking increasingly frothy - Moneyweb.
Donderdag 9 Junie 2016
Op die internet
Technology Quarterly - The Future of Agriculture - The Economist.
Triple Threat - The Irrelevant Investor. Solank regerings probeer om ekonomieë te ondersteun, kan die mark instorting vertraag word. In die geskiedenis moes rente koerse verhoog word wanneer inflasie buite beheer kon raak. Ons wag nog vir inflasie. Inflasie vereis dat regerings geld skep, soos om skuld mee terug te betaal. Die alternatief is wanbetaling van skuld, wat ook na hoër rentekoerse lei, wat die ekonomie tref. Die derde moontlikheid is dat die regering uitgawes sny, en skuld terugbetaal met die besparing.
Wholesale Inventories Rise Most In 10 Months, Sales Miss; Ratio Only Higher Post-Lehman - Zero Hedge.
ECB Gets Clocked by the Two Biggest German Banks - Wolf Street.
Bank Of Canada Warns Of "Higher Possilbity" Of Housing Downturn, Sees Vancouver, Toronto Prices Unsustainable - Zero Hedge.
Copper Is Crashing Again... - Zero Hedge.
Op die internet - Suid Afrika
A look at the new R140 billion city planned for Cape Town - BusinessTech.
Ignore the good news at our peril - Moneyweb. Die huisies wat die regering bou is koste doeltreffend, maar die grootte moet in ag geneem word in die huis eienaars statistiek. Blankes trek uit woonbuurtes wat hulle geskep het, en die huise word goedkoop oorgeneem deur swartes wat dit nie andersins sou kon bekostig het nie. Huise op plattelandse dorpe is goedkoop omdat blankes al minder word. Om huise op plattelandse erwe te bou sonder beplannings toestemming is onwaarskynlik. Dit klink na plakkershuise.
Anthea Jeffery: NHI inefficiencies – another ‘jobs for pals’ scenario - Biznews. Die R173B wat die regering alreeds op gesondheids-sorg spandeer werk uit op R874 per maand per huishouding van 2 volwassenes.
Minister says South Africans can survive on R753 a month - Businesstech. Wanneer die opposisie meer geld wil uitdeel as die regering, weet jy die ekonomie gaan al swakker vaar in die toekoms.
The highest-paid MPs in South Africa earn R226,400 a month - Businesstech. Omdat parlements-lede deur politieke partye aangestel word, dien hulle geen doel nie. Die salarisse is basies geld wat uitgedeel word aan vriende.
Motsoeneng wants SABC staff to wear uniforms - Businesstech.
Zimbabwe is in deep, deep, trouble — struss'Bob! - Rand Daily Mail.
JSE aandele
Die JSE was vandag -1.12% laer. Die Rand het verswak na R14.84. Brent olie is af na $51.94. Die goudprys is sywaarts na $1269.40. Groot stygings: Aspen +9.2% na R350.50, Adcorp + 5.6% na R16.36, Peregrine +4.2% na R29.16. Groot dalings: Glencore -5.2% na R29.64, Implats -4.9% na R47.00, Anglo -4.7% na R143.32, BHP Billiton -4.4% na R185.56, Massmart -4.2% na R123.20, MTN -4.1% na R123.70.
Aspen (APN) verkry die eksklusiewe reg om AstraZeneca se narkose portefeulje te verkoop, wat inkomste van $592M in 2015 gelewer het (R8.8B teenoor Aspen se inkomste van R35.6B), en sou inkomste van $100M voor belasting gelewer het ($100M x R15 /456M aandele = R3.30, teenoor vwVPA van R12.28 vir 2015).
Woensdag 8 Junie 2016
Op die internet
LinkedIn Job Postings Plunge, “by far the Worst Month since January 2009” - Wolf Street.
The Only Thing That Grows Is Debt - Talk Markets.
Op die internet - Suid Afrika
Fitch affirms South Africa's credit rating, keeps stable outlook - Sunday Times.
JSE aandele
Die JSE was vandag -0.64% laer. Die Rand is sterker na R14.72. Brent olie is nou $52.40. Die goudprys is op na $1260.50. Die yster erts prys (China fyn ingevoer) is sywaarts na $49.5. Groot stygings: Arcelor Mittal +6.0% na R9.17, ARM +6.0% na R89.00, Implats +5.8% na R49.40, Harmony +4.7% na R55.14, Eqstra +4.5% na R2.31, Anglo +3.7% na R150.43. Groot dalings: Calgro -6.2% na R20.02, Sanlam -5.1% na R63.70, Spar -3.8% na R205.00, Remgro -3.7% na R247.50, Bidcorp -3.7% na R261.90.
Torre (TOR) verwag vir die jaar tot Junie 'n wesens VPA van 16.5c tot 19.5c, -36% tot -45% laer.
Sanlam (SLM) se genormaliseerde wesens VPA vir die 4m tot April was -13% laer, en verdunde wVPA -15% laer.
Peregrine (PGR) se totale inkomste vir die jaar tot Maart was +3.6% hoër, en die vwVPA +4.7% hoër. Die dividend opbrengs is 155c/R27.98 -15% = 4.7%.
Omnia (OMN) verwag vir die jaar tot Maart 'n wesens VPA van 1010c tot 1060c, -28% tot -31% laer. Dan is die prys/verdienste rondom R137.63/~R10.35 ~13.3.
Dinsdag 7 Junie 2016
Op die internet
That ’70s myth—did climate science really call for a “coming ice age?” - Arstechnica. "There seems little doubt that the present period of unusual warmth will eventually give way to a time of colder climate, but there is no consensus with regard to either the magnitude or rapidity of the transition. The onset of this climatic decline could be several thousand years in the future". Indien die aarde bedek word deur rook, weens 'n groot asteroïde of vulkaan uitbarsting, kan dit die verkoeling begin. Dit sal ook sonpanele buite werking stel, en windkrag sal val omdat die son nie meer land sal verhit nie. Dan sal 7.4 biljoen mense enigiets wat kan brand, verbrand vir hitte, wat meer rook die lug in sal stuur. Die teenstanders van kernkrag sal eerste geëet word. Dit gebeur dalk eers oor duisende jare. Global temperatures - Climate4you. "The typical length of a glacial period is about 100,000 years, while an interglacial period typical lasts for about 10-15,000 years. The present interglacial period has now lasted about 11,600 years".
Explaining Investing In Ways That Make Sense - The Motley Fool.
The Iron Rules - The Irrelevant Investor. "It is an iron rule of history that what looks inevitable in hindsight was far from obvious at the time".
Iron ore glut persists with third-largest exports from Hedland - Mineweb.
Jeffrey Gundlach: Rally in US Stocks Looks Like a ‘Short Squeeze’ - Market Realist.
Olie
Energy Briefing: Global Crude Oil
Demand & Supply (pdf) - Yardeni. Die aanvraag na olie styg elke jaar, uitgesluit die VSA, Wes-Europa en Japan (Figuur 15). OPEC se produksie het nie by die groter aanvraag gebly, en nie-OPEC produsente se mark aandeel het daarom opgegaan (Figuur 8). OPEC se onlangse besluit om nie uitset te verhoog nie, beteken dat hulle mark aandeel kan val. Kanada en die VSA se produksie het toegeneem (Figuur 39). Daarsonder kon 'n tekort ontstaan het. Europa se produksie het al voor 2012 geval (figuur 40), en die aanvraag het ook verminder (Figuur 47).
'n Gevolgtrekking is dat die olie prys kan styg tot waar Kanada en die VSA se produksie winsgewend is, om aan die groeiende aanvraag te voldoen. Die olie maatskappye sal nie noodwendig veel wins maak nie. Die groot wins van die verlede was weens olie by $110.
Op die internet - Suid Afrika
Feeling poor? It’s not your imagination - Moneyweb.
Lessons for South Africa from Down Under - Rand Daily Mail.
JSE aandele
Die JSE was vandag +0.58% hoër. Die Rand is sywaarts na R14.90. Brent olie is nou $51.08. Die goudprys is af na $1242.20. Die yster erts prys (China fyn ingevoer) is hoër na $49.3. Groot stygings: Telkom +7.7% na R70.00, Balwin +5.0% na R10.05, Nampak +4.7% na R19.10, Adcock +4.4% na R43.49, Mr Price +4.0% na R212.00. Groot dalings: Invicta -5.0% na R47.51.
Group Five (GRF) verwag vir die jaar tot Junie wesens VPA groei van meer as +20%, hoofsaaklik weens 'n opwaartse billike waarde aanpassings op hulle diens konsessies in Oos-Europa.
Invicta (IVT) verwag vir die jaar tot Maart dat wesens VPA -47% tot -52% laer sal wees. Dit lyk of handels toestande verbeter in die huidige finansieële jaar.
Sasol’s share price drops most in 17 years as N American adventure sours - Biznews.
Maandag 6 Junie 2016
Op die internet
Astronaut Enters Inflatable Space Habitat for the First Time - Popular Science.
Dalbar, 2016: Yes, You Still Suck At Investing (Tips For Advisors) - Talk Markets.
Morgan Stanley's Dour S&P500 Outlook: 5% Of Possible Upside vs 27% Of Downside - Zero Hedge.
Three Charts From Friday's Jobs Report That Are Ominous for the U.S. Economy - Bloomberg.
Op die internet - Suid Afrika
Gordhan: Boosting economic growth is crucial - Fin24. Ekonomiese groei word onderdruk deur al hoër belasting. Kapitaal wins belasting, ingestel 1 Okt 2001, se insluitings koers is nou 40% vir individue. Weens hoë inflasie, beteken dit tot 16.4% word verloor op 'n tweede huis. Trusts word belas teen 41%. Dividend belasting, ingebring 1 Apr 2012, is 'n dubbelle belasting op wins. Vir die huidige belasting jaar is die belasting drempel net 1.8% verhoog. Die brandstof heffing was 6 Apr 2016 verhoog met 30c na R2.85.
JSE aandele
Die JSE was vandag -0.49% laer. Die Rand het versterk na R14.92. Brent olie is nou $50.52. Die goudprys is op na $1245.20. Die yster erts prys (China fyn ingevoer) is hoër na $48. Groot stygings: Kumba +8.5% na R85.14, Telkom +8.3% na R65.00, Anglo +8.3% na R147.95, Assore +5.9% na R169.49, Glencore +5.1% na R31.05. Groot dalings: Sasol -10.8% na R432.52, Bidcorp -4.8% na R271.25, Northam -3.3% na R42.76 (Die groot bewegings in myn aandele kan dalk kort posisies wees wat automaties gesluit het). Bank aandele het min gereageer op laat Vrydag se krediet gradering: First Rand +1.16%, Barclays Afr +0.42%, Standard -0.29%, Nedbank -0.31%.
Eqstra (EQS) verkoop oorbodige bates, wat die voortgesette wesens VPA vir die 6m tot Des van 22.2c na 32.2c sou verhoog.
AECI (AFE) verwag vir die 6m tot Junie 'n wVPA meer as -20% laer.
Argent (ART) verwag vir die jaar tot Maart 'n wVPA van 58.3c tot 66.5c, +43% tot +63% hoër. Dan is prys/verdienste rondom 450c/62.4c ~7. Die aandeel prys het Vrydag +14% gespring. Lae handel en groot wisselvalligheid.
Tencent (Hong Kong) het die laaste 4 maande gestyg. Naspers is aandeelhouding is omtrent R2623 werd (Tencent HK$173.00 x 9.407B uitgereikte aandele x wisselkoers R1.949/HK$ x 34.4% aandeelhouding deur Naspers ÷ Naspers se 414M uitgereikte aandele).
Sephaku (SEP) verwag vir die jaar tot Maart 'n wVPA van 29.32c tot 31.76c, +20% tot +30% hoër.
Telkom (TKG) se inkomste vir die jaar tot Maart was +15.2% of +13.9% hoër, en vwVPA -44% laer na 325c, of genormaliseerde wVPA +15.5% hoër na 658c.
Sasol (SOL) verwag vir die jaar tot Junie 'n wesens VPA van R43.83 tot R44.78, -10% tot -30% laer. Dan is die prys/verdienste rondom R485/R44.3 ~11. Die etaan kraker in Louisiana, VSA sal voordelige werking bereik in die tweede helfte van kalender jaar 2018, wat dit in staat sal stel om 80% van die totale uitset te bereik later in 2018 en vroeg in 2019. Die verwagte opbrengs is laer weens lang termyn prys aannames, en hoër kapitaal skattings.
Sondag 5 Junie 2016
Op die internet
Elon Musk Our Lithium Ion Batteries Should Be Called Nickel-Graphite ... - Benchmarkminerals.
The Startling Truth About How Working Families Are Truly Faring In This Economy - Zero Hedge.
"Marxist Dream" Crushed - In Landslide Vote, Swiss Reject Proposal To Hand Out Free Money To Everyone - Zero Hedge. Switserland se regerings uitgawes tot ekonomie (BBP) is 33.8%, vergeleke met Europese lande met die meeste sosialisme: Frankryk 56.1%, België 53.3%, Griekeland 51.9%, Sweden 51.2%, Oostenryk 50.5%, Italië 49.8%, Nederland 49.8%, Portugal 49.4% (Wikipedia).
Saterdag 4 Junie 2016
Op die internet
This Financial Bubble Is 8 Times Bigger Than The 2008 Subprime Crisis - Zero Hedge.
Op die internet - Suid Afrika
‘Bank robber’ tops ANC list - Times Live.
Van 30 Des 2015: What junk status means for South Africa! - Proteamedia. Die ANC het duidelik nie 'n benul wat aangaan nie, van enigiets wat in die Suid Afrika gebeur.
Vrydag 3 Junie 2016
Op die internet
OECD warns Australian property prices facing 'dramatic and destabilising' demise - SMH.
Google Considers making a "Big Red Button" to Stop Dangerous A.I. in an Emergency (Artificial Intelligence) - Popular Science. Kunsmatige intelligensie sal die nood knop buite werking stel.
Gold Soars As Massive Jobs Miss Unleashes Chaos In Markets - Zero Hedge.
Payrolls Huge Miss: Only 38,000 Jobs Added In May; Worst Since September 2010 - Zero Hedge.
Americans Not In The Labor Force Soar To Record 94.7 Million, Surge By 664,000 In One Month - Zero Hedge.
These are the most shocking images from the monster floods hitting Europe - Business Insider UK. Mense bly langs riviere weens die natuurskoon, en dan is hulle verras wanneer hulle huise oorstroom word. Betaal die mense meer vir huis versekering?
Op die internet - Suid Afrika
Sanral blows R177 million of taxpayer money on adverts - BusinessTech.
S&P affirms South Africa's investment grade credit rating - Reuters.
Insurers — Eager to collect premiums, reluctant to pay out - Rand Daily Mail.
Another step along South Africa’s road to platinum fuel cell rollout - Engineering News. Koolsuurgas word vrygestel in die produksie van waterstof, wat die voordeel uitkanselleer – Hydrogen production (Wikipedia): "There are four main sources for the commercial production of hydrogen: natural gas, oil, coal, and electrolysis; which account for 48%, 30% 18% and 4% of the world’s hydrogen production respectively." "The downside to this process is that its major byproducts are CO, CO2 and other greenhouse gases."
Passenger rail: Stoppage costs millions - Financial Mail. "Prasa alleges that the contracts were awarded to Siyangena as a result of bid-rigging and corruption".
Van 25 Maart 2015: Department of Transport & Passenger Rail Agency of South Africa on challenges related to rail & road network system - Parliamentary Monitoring Group. "A manufacturing industry for these trains would be developed in Nigel to produce 3 600 coaches and 600 trains over 10 years at the cost of R51bn". As die nuwe treine bloot bestaande treine vervang is, dra dit niks by tot die ekonomie nie. Dit is 'n vermorsing van geld, soos nuwe kragstasies bou omdat die bestaandes nie gediens word nie.
JSE aandele
Die JSE was vandag +1.0% hoër. Die Rand het versterk na R15.24. Die goudprys is op na $1239.50 weens 'n swakker dollar. Brent olie is op na $49.68. Die yster erts prys (China fyn ingevoer) is effens laer na $46.8. Groot stygings: Harmony +9.8% na R51.22, Gold Fields +9.0% na R51.22, Comair +8.3% na R3.25, Anglo Gold +7.8% na R236.14, Amplats +7.1% na R385.59, Sun Int +6.0% na R81.65, Shoprite +4.8% na R176.00, Mr Price +4.5% na R209.00. Die stygings in die dollar prys van platinum (+1.9%) en goud (+2.3%) was meer as uitgekanselleer deur die versterking in die Rand (-2.9%).
Illovo (ILV) se aandeel houers het die aanbod van Associated British Foods PLC van R25.00 op 25 Mei aanvaar.
Taste Holdings: Serious indigestion - Financial Mail (Lae handel).
Rhodes Food Group: Juicy little gem - Financial Mail (Lae handel).
Can Pick n Pay regain its former glory? - Financial Mail. "Euromonitor puts Shoprite’s market share at 19.4% and Pick n Pay’s at 14.1%."
Shop Talk: TFG's broad appeal (Foschini) - Financial Mail. "The Foschini Group now has 22 brands, operates in about 27 countries globally and sells everything from eyeshadow to eggbeaters". Beide Foschini en Truworths het gebaat by onlangse oornames, maar wins groei was swak vir twee jaar daarvoor. Klere winkels lyk dikwels leeg, soos in die een op die foto.
Donderdag 2 Junie 2016
Op die internet
Looking at lithium, cobalt too - Resource Clips.
Elon Musk Says Life is Almost Definitely a Simulation - Popular Science. 'n Aanduiding dat die lewe 'n skyn werklikheid kan wees, is dat die grense van die bestaan onbereikbaar of onverstaanbaar is: die buitenste ruim en die molekule.
Street Lights are Preventing Moths From Doing Their Job - Popular Science. Nog 'n moontlike rede vir globale verwarming – minder plante om koolsuurgas te absorbeer.
Chile Has So Much Solar Energy It’s Giving It Away for Free - Bloomberg.
Tumor-killing virus nearly doubles survival time of brain cancer patients - Arstechnica.
Opinion: Why $50 is the new ceiling for crude oil prices - Market Watch.
Trump Threatens "Clueless" Obama: "Will Hit Him Just Like I Hit Bill Clinton" - Zero Hedge.
Mario Draghi Explains Why 'Buying Corporate Bonds As Well' Will Work This Time - ECB Press Conference Live Feed - Zero Hedge. (Lenings vergroot nie die geld voorraad nie, en skep nie inflasie nie. Rentekoerse is laag weens 'n gebrek aan aanvraag na geld, omdat regerings ekonomieë oorheers).
Turkey Recalls Ambassador From Germany After Bundestag Acknowledges Armenian "Genocide" - Zero Hedge.
Op die internet - Suid Afrika
Smoking in South Africa vs the world - BusinessTech.
Dysfunctional education system is apartheid’s fault: Education MEC - BusinessTech. As dit nie vir apartheid was nie sou Europeërs nooit na Afrika geëmigreer het nie. Opvoeding sou nie bestaan het nie. Dit is korrek dat die probleme nie sou bestaan het, as dit nie was vir apartheid nie.
JSE aandele
Die JSE was vandag +0.37% hoër. Die Rand is dieselfde op R15.61. Brent olie is af na $48.96 (as diegene met gestoorde olie dink die olie prys kan daal, kan hulle haastig wees om hulle olie te verkoop). Die yster erts prys (China fyn ingevoer) bly op $47. Groot stygings: Grindrod +6.1% na R11.19, MMI +4.6% na R23.59, Sun Int +3.9% na R77.00, First Rand +2.6% na R44.61.
Woensdag 1 Junie 2016
Op die internet
How We’ll Know When to Buy This Hated Commodity (Uranium) - Wolf Street.
The “Dumb Money” Is Finally Buying New Homes, Just as the “Smart Money” Exits- Wolf Street. 'n Styging in huis pryse word gewoonlik gevolg deur 'n verhoging in algemene inflasie. Die alternatief is dat huis pryse val, wat beteken dat huis waardes weereens onder verband lenings val soos in 2008-9.
Just Three Charts - Talk Markets.
Trump Resort Loses Historic Golf Tournament — to Mexico - Fiscal Times.
Op die internet - Suid Afrika
Irregular spending doubles‚ but municipalities getting better at reporting it: Auditor-General - Timeslive. "In 2010/11‚ irregular expenditure was R7.3-billion‚ but this has risen to R14.75-billion‚ the report said."
Consumers hit brakes on new car sales - Fin24.
This is how much SA Airbnb hosts earn - Techcentral.
JSE aandele
Die JSE was vandag -0.72% laer. Die Rand het versterk na R15.60. Brent olie is af na $49.26. Die yster erts prys (China fyn ingevoer) was sywaarts op $47. Groot stygings: MrPrice +7.9% na R199.10, Imperial +5.0% na R147.06, Harmony +4.5% na R47.99, Liberty +4.2% na R124.06. Groot dalings: Nampak -13.1% na R17.91, Altron -9.5% na R5.70, ARM -6.8% na R78.24, Kumba -6.5% na R75.75, Anglo -5.5% na R131.99, BHP Billiton -5.2% na R179.99, Glencore -4.9% na R28.71.
Advanced Health (AVL) verwag 'n verlies vir die jaar tot Junie, weens beleggings in nuwe hospitale.
Eqstra (EQS) verwag vir die jaar tot Junie 'n wVPA wat meer as -20% laer sal wees.
Nampak (NPK) se inkomste vir die 6m tot Maart was +7.5% of +9.7% hoër, en die vwVPA +1.6% hoër na 104.9c. Geen tussen dividend word verklaar nie.
CSG (CSG) se inkomste vir die jaar tot Maart was -1.2% laer, en vwVPA +15% hoër na 20.1c. Lae handel.
Die JSE (alle aandele indeks) verhandel sywaarts vir die laaste 2 jaar. Een of ander tyd moet Suid Afrika se hoë inflasie koers die mark hoër neem (swakker Rand stoot prys van internasionale aandele op). Inflasie is die hoofrede waarom die JSE oor die langtermyn opgaan. Die mark verhandel nou naby 'n hoogtepunt, wat nie 'n goeie tyd is om te koop nie. Die wêreld se ekonomiese voortuitsigte lyk nie goed nie. Baie aandele is oorprys vir die lae groei. Wanneer SA se krediet gradering gemors status bereik, kan die Rand val.
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