Maandag 31 Oktober 2016
Op die internet
16 Best Careers If You Have No Education - Insider Monkey. En president van Suid Afrika.
The Devaluation of Higher Education - Mises Institute.
Op die internet - Suid Afrika
South Africa’s crazy visa rule has cost R7.5 billion in lost revenue: DA - Business Tech.
JSE aandele
Die M3 geld voorraad groei oor 12m was: Jun 5.58%, Jul +4.41%, Aug 5.48%, Sep +5.64%.
Die JSE was vandag -0.41% laer. Die Rand is sterker na R13.54 (aanklagte teen minister van finansies teruggetrek). Brent olie is af na $48.28. Die goudprys is op na $1273.40.
Groot stygings: ARB +6.8% na R6.30, Assore +5.5% na R182.48, Rhodes +4.9% na R26.01, WBHO +4.8% na R152.00, FirstRand +4.8% na R48.32 (R1254M verhandel), Massmart +4.6% na R116.86, RMBH +4.4% na R59.52, Shoprite +4.2% na R199.00 (R850M verhandel), Foschini +3.9% na R138.80, SunInt +3.4% na R83.25, Clicks +3.1% na R125.50, Nedbank +3.0% na R220.50, MTN +2.9% na R116.37 (R771M verhandel), Barclays Afr +2.9% na R156.36, Standard +2.9% na R143.06.
Groot dalings: M&R Hold -7.7% na R9.23, ArcMittal -4.9% na R11.50, Group 5 -4.7% na R23.10, AB Inbev -4.7% na R1554.10 (R176M verhandel), Brait -4.4% na R89.59, Richemont -3.7% na R86.88, PPC -3.7% na R5.50, Hammerson -3.6% na R90.60, Amplats -3.4% na R317.68, CityLodge -2.9% na R145.78.
Trans Hex (TSX) verwag vir die 6m tot Sep 'n wesens VPA van 31.4c, teenoor 'n verlies van -30.3c 'n jaar gelede.
PPC (PPC) het redelike sement volume groei behaal, maar swakheid in die verkoops pryse het gelei tot 'n marginale toename in bruto wins. 'n Wesens VPA van 8c to 19c word vir die 6m tot Sep verwag.
Pivotal Fund (PIV) se inkomste vir die 6m tot Sep -2.8% laer, en wesens VPA 20c, teenoor 54c 'n jaar gelede. Lae handel.
Capital & Counties Properties (CCO) koop Tower House vir £67.5M, met 'n rente inkomste van £3.1M.
Shoprite (SHP) se omset vir die 3m tot Sep was +15.7% hoër, met RSA Supermarkets verkope +12.4% hoër, en die res +35.1% (+55% teen konstante wisselkoers).
Rhodes Food (RFG) koop Ma Baker besighede met VVRBWA (verdienste voor rente, belasting, waarde vermindering en afskrywings) van R23.7M op inkomste van R248.3M vir die jaar tot Feb 2016.
Octodec Investments (OCT) se huur uitkering vir die jaar tot Junie is 'n opbrengs van 201.5c/R21.67 = 9.3%. Groei van ongeveer 6% word vir die jaar tot Junie 2017 verwag.
Stuttafords to file for business rescue - IOL. Nog 'n teken van swak kleinhandel toestande.
Sondag 30 Oktober 2016
Op die internet - Suid Afrika
Cape Town to enter level 3 water restrictions - IOL.
Moral blameworthiness, but wait, no pens allowed! (Zimbabwe) - Moneyweb.
Saterdag 29 Oktober 2016
Op die internet
Prices Are Skyrocketing, But Only For Things You Actually Need - Zero Hedge. Ingevoerde goedere word goedkoper, wat inflasie afbring.
ESPN Loses A Record 621,000 Subscribers In One Month - Zero Hedge.
The Coming Bond Market Crash - An Interview With Eric Hadik - Zero Hedge.
Russia Kicked Out Of UN Human Rights Council; Saudi Arabia Reelected - Zero Hedge.
Op die internet - Suid Afrika
Who lives longer – meat eaters or vegetarians? - BusinessTech.
Vrydag 28 Oktober 2016
Op die internet
Israeli company Aquarius Engines claims a revolutionary combustion engine with twice the efficiency and only costs $100 - NextBigFuture.
Lawrence Solomon: Ontario is headed for a fatal future and only ending the renewable deals can prevent it - Financial Post.
Mahindra Launches 4-Door “e2o Plus” — $8,100 All-Electric Vehicle - Clean Technica.
Op die internet - Suid Afrika
Impact of liquor proposals on business - Fin24. "... non-compliance with existing laws. ... It is estimated that two out of three shebeens in that province are illegal".
Banking game changer - Financial Mail. "The SA Reserve Bank has granted three provisional banking licences this year for the first time in 11 years".
No state business for media big four, says ANC Women's League - Business Day. 'The four big players in the South African print media collude "with forces of darkness to peddle propaganda against the ANC and its government for the purpose of advancing regime change"'. Dit is niks nuut nie – die Nasionale Party het dieselfde gedoen. Danksy die NP het Suid Afrika eers 46 jaar na die VSA en Duitsland televisie gekry. Ongelukkig vir die ANC is die beperkte gedrukte en televisie media vervang deur die oop internet.
JSE aandele
Die JSE was vandag -0.67% laer. Die Rand is dieselfde op R13.84. Brent olie is af na $50.27. Die goudprys is af na $1267.20.
Groot stygings: Aforbes +4.8% na R6.14, Assore +2.7% na R173.00, Tigbrands +2.5% na R379.13 (R376M verhandel), Nampak +2.2% na R18.50, Kumba +1.8% na R137.24.
Groot dalings: Clover -5.8% na R17.46, City Lodge -4.6% na R150.20, AB Inbev -4.1% na R1630.00 (R526M verhandel), Coronation -4.0% na R73.84, PPC -3.7% na R5.71, ConsInfra -3.6% na R23.19, Sibanye -3.3% na R37.53 (R434M verhandel), NEPI -3.1% na R163.85, Resilient -2.7% na R108.50, Intu PLC -2.6% na R46.31, Steinhoff -2.5% na R71.71 (R594M verhandel).
Coronation Fund Managers (CML) verwag vir die jaar tot Sep 'n vwVPA van 412.8c tot 464.4c, -10% tot -20% laer.
Ansys (ANS) verwag vir die 6m tot Aug 'n wVPA van ten minste 6c. Min handel.
Consolidated Infrastructure Group (CIL) maak 'n regs aanbod van 23.80682 aandele vir elke 100 gehou, teen R19.30 per aandeel.
Purple Group (PPE) verwag vir die jaar tot Aug 'n wesens verlies per aandeel van -0.35c tot -0.39c.
Tiger Brands (TBS) verwag vir die jaar tot Sep 'n wesens VPA van 2105c tot 2154c, +18% tot 21% hoër, of voortgeset 2091c tot 2154c, 0% tot +3% hoër.
Hulamin (HLM) verwag vir die jaar 2016 'n wesens VPA van ten minste 44c, meer as die +20% wat 'n aankondiging vereis. Die verbeterde bedryfs vertoning van die eerste helfte het gelei tot 'n voortsetting van die verdienste momentum in die 3m tot Sep.
Anheuser-Busch InBev (ANH) se inkomste vir die 3m tot Sep was +2.8% hoër in $, en VPA af van $0.84 na $0.34, of genormaliseerd van $1.02 na $0.83.
Dis-chem (DCP) voor notering aandele word aangebied teen R16.25 tot R20.25 elk. Die inkomste vir die 6m tot Aug werk uit op R8.7B /866.5M aandele = R10 per aandeel, en die wins R0.344 per aandeel. Vir die 6m tot Aug was die omset +17.4% hoër as 'n jaar gelede, en die wins -7.9% laer.
Gooderson Leisure Corp (GDN) se inkomste vir die 6m tot Aug was +22% hoër, en die vwVPA 1.5c teenoor 'n verlies 'n jaar gelede. Gewoonlik baie lae handel.
Implats (IMP) se platinum produksie vir die 3m tot Sep is 365,000 ons teenoor 304,000 ons 'n jaar gelede.
What is Sasol’s Lake Charles? - Financial Mail.
Directors' Dealings: What does it mean when executives hedge their shares? - Financial Mail.
Donderdag 27 Oktober 2016
Op die internet
Superconducting ring generators are core technology enabling a planned mach 5 Hypersonic commercial business jet - NextBigFuture.
A rich harvest: How the Canadian Wheat Board’s demise unleashed a grain bonanza - Financial Post. "... 37.5 million tonnes of wheat". Suid Afrika se koring produksie was 1.75 miljoen ton in 2014/15, en daal vir dekades.
Ugly! "Failure Almost Guaranteed" Regardless Of Who Wins The Election - Zero Hedge.
U.S. Government Has A Spending Problem - Talk Markets.
Op die internet - Suid Afrika
Gordhan's tax hikes promise: It won't hurt the poor - Fin24. Dit is onmoontlik. Belasting raak nie net 'n deel van 'n bevolking nie. Hy het dieselfde twak kwytgeraak met die Feb begroting, waartydens die belasting drempel net 1.8% verhoog was.
20 cruise liners to dock in South African ports over the next six months - Engineering News.
Anthea Jeffery: Actively inviting a ratings downgrade? - Fin24.
Budget speech not enough to save South Africa from junk - BusinessTech.
Gordhan's agriculture help claim misleading - economist - Fin24. "... the additional money that was now appropriated will be used exclusively to assist small black emerging farmers".
ANC councillors turn to violence in Nelson Mandela Bay: reports - BusinessTech.
FSB gets nasty - Moneyweb. (Finansieële Dienste Raad).
JSE aandele
Die JSE was vandag -0.8% laer. Die Rand is dieselfde op R13.88. Brent olie is op na $50.55. Die goudprys is op na $1270.60.
Groot stygings: Telkom +7.5% na R62.37 (R184M verhandel), Invicta +3.8% na R57.60, Raubex +2.7% na R25.69.
Groot dalings: Sibanye -7.1% na R38.79 (R275M verhandel), South32 -5.1% na R26.10, Aforbes -4.4% na R5.86, Rhodes -4.2% na R24.06, Gold Fields -3.7% na R55.99, Ascendis -3.6% na R27.24, Supergroup -3.5% na R39.89, Anglo Gold -3.0% na R184.62, Exxaro -2.8% na R97.72, Mr Price -2.7% na R151.01, Bidcorp -2.4% na R243.00.
Clover (CLR) se bedryfs opdatering vir die 3m tot Sep meld die erge invloed van die droogte op mielies en ander oeste, asook die eksponensiële toename in insetkoste as gevolg inflasionêre druk, en die wisselvalligheid van die rand.
Telkom (TKG) verwag vir die 6m tot Sep 'n wesens VPA van 328.5c tot 342.5c, of genormaliseerd 308.6c tot 364.7c.
Delta Property Fund (DLT) se uitkering vir die 6m tot Aug van 45.93057c is +7.1% hoër. Die dividend opbrengs is (47.90846c + 45.93057c)/743c = 12.6%. Groei van +7.0% tot +7.5% word vir die jaar tot Feb verwag.
Sibanye Gold (SGL) verwag vir die jaar 2016 'n minimum wVPA van 318c, of genormaliseerd te minste 429c. Why did the Sibanye share price get savaged yesterday? - Mineweb.
Clicks (CLS) se inkomste vir die jaar tot Aug was +9.6% hoër (+7.0% vir die 2de helfte), en verdunde wesens VPA +14.2% hoër na 438.5c. Die prys/verdienste is R121.85/438.5c = 28. Die dividend opbrengs is 272c/R121.85 -15% = 1.9%.
Cartrack (CTK) se inkomste vir die 6m tot Aug was +18% hoër, en wesens VPA +2.7% hoër na 38c. Lae handel.
Rockcastle Global Real Estate (ROC) koop Galeria Warminska winkel sentrum in die stad Olsztyn in Poland, vir €150M teen 'n verkrygings opbrengs van 6.0%.
Rolfes (RLF) se bedryfs wins vir die 3m tot Sep volgens afdeling: landbou +19.2% na R9.3M, voedsel +65% na R23M, industrieël +15.2% na R12.2M, water +84.2% na R3.5M. Lae handel.
Woensdag 26 Oktober 2016
Op die internet
Hyperinflation Looms As 'Black Market' Egyptian Pound Crashes To Record Low - Zero Hedge.
3 Things: GDP – A Grossly Defective Product - Talk Markets.
Chinese Bank Liabilities Rise Above 200 Trillion Yuan For The First Time - Zero Hedge.
Earnings 'Magic' Exposed - Zero Hedge. Finansieële TV kanale en hulle fonds bestuurder gaste het 'n gevestigde belang in 'n stygende aandeel mark. Die werklike, negatiewe groei word doelbewus nie genoem nie, net die klop van die analiste se skatting.
Oxford scientists call into question the idea that the universe’s expansion is accelerating - Extreme Tech.
Buyers claim 'Flip or Flop' stars' classes misleading - Fox News.
JSE aandele
Die JSE was vandag -0.52% laer. Die Rand is dieselfde op R13.89. Brent olie is af na $50.10. Die goudprys is af na $1267.10.
Groot stygings: Lonmin +4.6% na R32.86, Imperial +2.8% na R169.09 (R120M verhandel), Cashbuild +2.7% na R394.99, Omnia 2.5% na R168.10, Massmart +2.1% na R113.35, Kumba +2.1% na R135.00.
Groot dalings: WBHO -3.3% na R147.00, Pioneer -3.2% na R161.02, Sasol -2.4% na R387.61 (R605M verhandel), Hyprop -2.4% na R117.36, Nampak -2.1% na R18.54, Naspers -2.1% na R2350.36 (R2053M verhandel).
Medium Termyn Begroting
Staats inkomste van R1220.9B vir 2015/6 gaan op met +6.6% na 'n begrote R1301.0B vir 2016/17 (Feb 2016 begroting: R1324.3B). Uitgawes gaan op met +5.7% van R1372.1B na R1451.5B (Feb: R1463.3B). Die regering beplan om 11.6% meer te spandeer as die begrote inkomste (Feb: 10.5%), teenoor 12.5% vir 2015/6. Totale netto lening skuld gaan op van R1804.6B na R2004.4B, groei van +11.1%. (Medium Term Budget: pdf).
Kommentaar: As die begrotings tekort groei van die afgelope 6m voortgaan, sal dit teen Feb 2017 weer dieselfde wees as verlede jaar. Min tot geen poging word aangewend om die begroting te klop nie. In plaas daarvan word al meer geld geleen. Belasting is so hoog dat dit die ekonomie krimp, en die inflasie koers word dan gemanipuleer om die indruk van groei te gee. Om ekonomiese groei skattings vir 2017 en 2018 te gee is belaglik.
Budget analysis: All you need to know - Financial Mail.
Op die internet - Suid Afrika
SA’s budget as a monthly household budget - Moneyweb.
How state-owned companies are sucking South Africa dry - BusinessTech.
Making money: Does an education slow you down? - Biznews.
Dinsdag 25 Oktober 2016
Op die internet
Consumer Reports announces most, least reliable cars — with plenty of surprises - Extreme Tech.
Why the Jobs Aren’t Coming Back - Wolf Street.
Housing Bust 2? Subprime No-Down-Payment Mortgages Surge, “Shadow Banks” Dominate - Wolf Street.
10 UK fast food items that look nothing like their promo photos - UK Business Insider.
Global Warming Scam Exposed - Zero Hedge.
The Illusion! - Thinking Alpha. "U.S. Corporations have experienced five successive quarters of declining corporate profits".
Government Stimulus Is An Oxymoron - Talk Markets.
Prescription Testosterone Gets New Warning - Live Science.
Op die internet - Suid Afrika
New law to root out Gauteng tender fraud - Fin24. "Gauteng intends to make the open tender system compulsory by law".
This one graph shows how much financial trouble South Africa’s universities are in - Businesstech.
Bad news for South Africa’s housing market - Businesstech.
Why new entrants struggle to break into South Africa’s retail space - Businesstech. Daar is genoeg mededinging tussen kleinhandelaars. Die probleem is almal verkoop dieselfde produkte. Min nuwe vervaardigers verskyn, wat ekonomiese groei beperk.
Eskom’s nuclear vs renewables ‘propaganda’ - Moneyweb. Die gemelde wind kapasiteits benutting van 30% beteken niks. (a) Dit lyk na 'n teoretiese syfer. Die praktiese benutting van windplase word nie gepubliseer nie, seker omdat dit so laag is. (b) Die benutting syfer is 'n gemiddelde waarde. Wat van belang is die laagste benutting, want dit is die elektrisiteit wat deurlopend aan gebruikers verskaf kan word. (c) Wind krag, net soos son panele, is verbind aan die son deurdat mense in die nag minder elektrisiteit gebruik, en by die kus is daar wind stilte twee keer per dag.
SA’s coal habit hurts carbon budget - Business Day. "SA will have to close either all its coal-fired power stations or Sasol’s coal-to-liquids plant by 2050 to stay within its carbon budget of 14 gigatonnes ...". Gebaseer op wat van ander Afrika lande geword het, teen 2050 sal die meeste kragstasies nie meer werk nie.
JSE aandele
Famous Brands: Acquisition spree, but at what cost? - Moneyweb.
Iron ore price explodes higher - Mining.
Die JSE was vandag +0.13% hoër. Die Rand is sterker na R13.84. Brent olie is af na $50.82. Die goudprys is op na $1271.30.
Groot stygings: MTN +5.3% na R115.37 (R2117M verhandel), Implats +4.9% na R55.58, Amplats +4.9% na R338.21, ARM +4.6% na R96.90, M&R Hold +4.5% na R10.91, Exxaro +4.0% na R99.83, Assore +4.0% na R168.00, Anglo +2.0% na R185.61.
Groot dalings: Pergrin -4.4% na R26.11, Datatec -3.9% na R45.89, Fambrands -3.9% na R155.75, Mr Price -2.6% na R153.75, Intu PLC -2.6% na R47.76, AB Inbev -2.3% na R1705.27, Discovery -2.2% na R112.20.
Intu Properties (ITU) verwag +3% tot +4% soort-vir-soort netto huur inkomste groei vir 2016, en vir die momentum om in 2017 voort te duur.
Anglo American (AGL) se produksie toename vir die 3m tot Sep: diamante +4%, platinum +1%, koper produksie behou -9%, nikkel +66%, yster erts Kumba +3% en Minas-Rio +53%, metallurgiese kool +1%, termiese kool 0%.
Kumba (KIO) se produksie vir die 3m tot Sep was +3% hoër as 'n jaar gelede, en 33% meer as die vorige kwartaal (produksie keer terug na normaal).
Die JSE (beurs) het bevind dat Invicta die reëls oortree het, deurdat Humulani Marketing aandele van Invicta direkteure bekom het sonder aandeelhouers se goedkeuring.
Pioneer Food Group (PFG) verwag vir die jaar tot Sep 'n wesens VPA van 865c tot 931c +30% tot +40% hoër, of verstelde voortgesette wVPA 840c tot 906c, +1% tot +9% hoër. Laasgenoemde gee 'n prys/verdienste rondom R166.40/~873c ~ 19.
Maandag 24 Oktober 2016
Op die internet
Vaccine with a cocktail of 50 types of cold viruses gives cold immunity in monkeys and cold vaccine human trials are next with full 83 virus cocktail - NextBigFuture.
Angola Becomes China's Largest Oil Supplier As Beijing Stockpiles Record Amounts Of Crude - Zero Hedge.
This Is The Chinese Firm Whose Cameras Took Down The Internet On Friday - Zero Hedge.
Smartwatch is Dead, Market Implodes, Apple Watch Shipments Collapse - Wolf Street. Ander horlosie idees het ook misluk.
Shocking News About Social Security - Daily Reckoning. "The 2017 Social Security Cost of Living Adjustment is going to be a paltry 0.3%".
Canada’s record household debt is threatening its financial stability, global bankers fear - Financial Post.
Deadline extended for Google to respond to EU's AdSense complaint - Reuters. "... allegations by the European Commission that it was blocking rivals in online search advertising ...".
Students protest as Venezuela's political standoff worsens - Reuters.
Op die internet - Suid Afrika
South Africa has just been named the best-value holiday destination in the world - BusinessTech.
Cape Town to acquire ten electric buses in R126m deal - Engineering News. Dit is R12.6M per bus. Wanneer ander mense se geld spandeer word, is die prys onbelangrik.
Tractors, trucks, horses to descend on Union Buildings - IOL. "... support programmes such recapitalization and development programme, comprehensive agricultural support programme, ...".
JSE aandele
Die JSE was vandag +0.1% hoër. Die Rand is effens sterker na R13.93. Brent olie is af na $51.29. Die goudprys is af na $1262.60.
Groot stygings: M&R Hold +4.8% na R10.44, HCI +2.8% na R126.80, Aforbes +2.7% na R6.58, NEPI +2.4% na R170.03, MTN +2.4% na R109.52 (R1419M verhandel), Barclays Afr +2.3% na R154.00, Nedbank +2.2% na R219.37, Kumba +2.2% na R130.40.
Groot dalings: Goldfields -5.8% na R57.81, RBPlat -4.7% na R41.21, Anglo Gold -4.5% na R188.51, Astral -4.2% na R121.87, Harmony -3.5% na R43.16, Northam -3.0% na R50.92, Sibanye -3.0% na R42.18, Anglo -2.7% na R181.96.
Famous Brands (FBR) se inkomste vir die 6m tot Aug was +23% hoër, en die vwVPA +70% hoër na 408c, of wVPA voor buitengewone items +12% hoër na 270c. Laasgenoemde gee 'n prys/verdienste van R161.56/(300c+270c) = 28. Geen tussen dividend.
MTN (MTN) se inkomste vir die 3m tot Sep was meer as 3.6% beter as die vorige kwartaal, en VVRBWA (verdienste voor rente, belasting, waarde vermindering en afskrywings) marge meer as 2% beter.
Why tobacco giant BAT needs Reynolds American - Moneyweb.
De Beers spending more on South African diamond exploration - Engineering News.
Sondag 23 Oktober 2016
Op die internet
Forces Of Movement In The Week Ahead - Talk Markets. "Fitch surprised by cutting Italy's credit outlook to negative from stable"
The Latest On China’s Mortgage Finance Bubble - Talk Markets.
Op die internet - Suid Afrika
Estate vs freehold living in South Africa: which is best - BusinessTech. Deeltitel het baie nadele, soos koste van administrasie, geboue wat elke paar jaar geverf word terwyl verf 10 jaar kan hou, standaard verf kleur wat onnodiglik verander word, beheer liggaam wat niks wil doen omtrent sekuriteit nie, bome wat onnodiglik afgekap word, ens.
JSE aandele
Big cash for burgers, doughnuts and ice cream (Grand Parade) - Fin24.
Saterdag 22 Oktober 2016
Op die internet
Copper isn't the predictor of economic doom that everyone thinks - Business Insider.
Venezuela Braces For Revolution After Maduro Blocks Recall Referendum - Zero hedge.
Vrydag 21 Oktober 2016
Op die internet
Steel ETFs In Focus As Miners Slash Iron Ore Forecast - Talk Markets.
European Mars Lander Crashed On Impact - Zero Hedge.
China House Price Bubble Soars Most Ever, Government Freaks out, Preannounces Plunge - Wolf Street.
Is Chicago’s Housing Market Next? - Wolf Street.
A denial-of-service attack shut down major websites across the internet - The Verge.
Neandertal DNA Affects Modern Ethnic Difference in Immune Response - Scientific American.
Op die internet - Suid Afrika
Chicken war hatching - Finanacial Mail.
Government is to deregister state-owned farm Ncera - Business Day.
JSE aandele
Die JSE was vandag +0.4% hoër. Die Rand is swakker na R14.00. Brent olie is op na $51.76. Die goudprys is dieselfde op $1265.90.
Groot stygings: Oceana +4.9% na R119.00, Anglo +4.5% na R187.02, Santam +3.7% na R248.00, Meclin +3.5% R158.00, DRD Gold +3.5% na R7.37, Sappi +3.0% na R79.45, Sibanye +2.7% na R43.48, South32 +2.4% na R27.88, Fortress B +2.1% na R32.14, NEPI +2.1% na R166.00, ARM +2.1% na R92.01.
Groot dalings: Invicta -7.1% na R56.70, Trencor -5.7% na R26.11, ArcMittal -4.8% na R11.30, Aforbes -4.2% na R6.41, HCI -4.0% na R123.36, Raubex -3.3% na R25.04, M&R Hold -2.8% na R9.96, SunInt -2.6% na R82.51, BA Tobacco -2.2% na R800.44.
Trencor (TRE) se inkomste vir die 6m tot Junie was +19% hoër, en vwVPA 'n verlies van -324c. Lae handel.
Life Healthcare (LHC) verwag vir die jaar tot Sep 'n wesens VPA van 180c tot 200c, 0.1% tot 11.2% hoër. Dan is die prys/verdienste rondom R36.80/~190c ~ 19.
Lewis (LEW) se inkomste vir die 6m tot Sep was -2% laer, en wesens VPA 177c tot 210c, -35% tot -45% laer. As dit herhaal is die prys/verdienste rondom R39.57/~2x194c ~ 10.
British American Tobacco (BTI) se inkomste vir die 9m tot Sep was +10.2% hoër. Sigaret volume was dieselfde vir die 3m tot Sep as 'n jaar gelede. Hulle maak 'n aanbod vir Reynolds teen $56.50 per aandeel, 'n 20% premie op die sluitings prys op 20 Okt. Butt seriously - Breakingviews.
Brasilië se Ministerio Público Federal het 'n kriminele klag ingedien teen BHP Billiton (BIL), wat die maatskappy verwerp.
Donderdag 20 Oktober 2016
Op die internet
Scientists say they've identified the physical source of depression in the brain - Science Alert.
Op die internet - Suid Afrika
Potato prices to soar even more due to low harvest - Fin24.
JSE aandele
Die JSE was vandag -0.16% laer. Die Rand is swakker na R13.93. Brent olie is af na $51.44. Die goudprys is af na $1265.70.
Groot stygings: RCL +5.7% na R13.74, Oceana +4.4% na R113.50, Trencor +3.6% na R27.70, M&R Hold +2.7% na R10.25, Rockcastle +2.3% na R36.42, NEPI +2.3% na R162.60.
Groot dalings: Implats -3.4% na R54.50, Pick n Pay -3.1% na R65.69, Arcmittal -3.1% na R11.87, Amplats -3.0% na R331.00, MTN -2.3% na R107.50 (R1157M verhandel).
Adcorp (ADR) se inkomste vir die 6m tot Aug was 3.4% hoër, en vwVPA -38% laer na 74.9c, of genormaliseerd -18% laer na 123.7c. As laasgenoemde herhaal, is die prys/verdienste R15.55/(2x 123.7c) ~ 6.3. 'n 20c dividend word betaal. Die aandeel prys het sedert Julie afgekom. Lae handel.
Oceana (OCE) verwag vir die jaar tot Sep 'n wesens VPA van 694.1c tot 717.6c, +18% tot +22% hoër. Dan is prys/verdienste rondom R112/~705c ~16.
Distell (DST) het gedempte inkomste groei gehad vir die eerste 3m van Jul tot Sep.
South32 (S32) se produksie massa groei vergeleke met verlede jaar (vorige kwartaal): Alumina -5% (0%), energie kool -6% (+2%), metallurgiese kool -31% (-32%), mangaan erts -18% (-4%), nikkel 0% (-9%), silwer -25% (-7%), sink -10% (-5%).
MTN falls on claim of illegal cash transfer - Fin24.
Tribunal expected to confirm Aveng deal - Business Day.
Woensdag 19 Oktober 2016
Op die internet
Carbon nanospikes can convert CO2 into Ethaol with a 63% yield and a room temperature reaction - NextBigFuture.
Op die internet - Suid Afrika
Two options for funding higher education in SA - Fin24. Gratis opvoeding (die os) maak meer sin as gratis behuising (die wa), maar dit is arm mense wat vir gratis dienste betaal, omdat belasting deurgegee word as hoër pryse op alle goedere en dienste. Dit word deurgegee aan diegene sonder prys krag, naamlik die armes wie se arbeid in oor aanbod is. Die hoër opvoeding studente wat gratis studeer en hoë inkomste gaan hê, gaan dit doen ten koste van meer armoede onder die armes. Die regering kan nie ekonomiese beginsels klop nie. Die ekonomie krimp alreeds weens die ANC se herverspreidings beleid.
SA metros lack credit and revenue controls - report - Fin24.
State snub may see car maker exodus - Business Day.
Pick n Pay’s loyalty programme ranked SA’s most popular - Business Day. Bloot omdat gebruikers die Pick n Pay kaart het, beteken nie dat hulle die moeite doen om na die masjien te gaan om afslag strokies uit te druk nie. Lae pryse op die rak lyk meer aantreklik.
JSE aandele
Die JSE was vandag +0.74% hoër. Die Rand is sterker na R13.86. Brent olie is op na $52.89. Die goudprys is op na $1271.00.
Groot stygings: Sibanye +5.3% na R42.97, Anglo Gold +3.9% na R197.03, Harmony +3.9% na R45.00, Curro +3.2% na R49.95, Ascendis +2.9% na R28.15, Naspers +2.9% na R2335.00 (R4028M verhandel).
Groot dalings: Massmart -2.4% na R112.26, WBHO -2.2% na R144.26, Nampak -2.2% na R18.83 (R133M verhandel), Exxaro -2.0% na R96.98.
Altron of Allied Electronics (AEL, AEN) se inkomste vir die 6m tot Aug was -43% laer of +10% hoër op voortgesette besigheid. Verdunde wesens VPA was 31c teenoor 'n verlies van -64c 'n jaar gelede, en voortgeset 54c. Lae handel.
Datatec (DTC) se inkomste vir die 6m tot Aug was -7.6% laer in $, en vwVPA -24% laer na $0.091, of onderliggend -25% laer na $0.124. Die prys/verdienste is R47.91/($0.074+$0.091)xR13.91 ~ 21.
BHP Billiton se produksie volume vir die 3m tot Sep relatief tot 'n jaar gelede: petroleum -15%, koper -6%, yster erts 0%, metallurgiese kool +1%, energie kool -4%.
Strong car sales “a statistical illusion” for platinum price - Miningmx.
Aspen faces fine in Italy - Business Day. Dit is 17.3c per aandeel teenoor 'n vwVPA van 888.8c.
Dinsdag 18 Oktober 2016
Op die internet
EVs May Send Big Oil into “Investor Death Spiral”: Fitch - Wolf Street.
Real Estate Overseas: Smart, Safe, And Unreportable - Talk Markets.
Nicole Curtis’ Secret Pregnancy, Her Hooters Past and 3 Other Mysteries Revealed in the HGTV Star’s New Book - People. Starsat wys dieselfde episodes oor en oor, in lukrake volgorde.
Op die internet - Suid Afrika
How much more you’re paying at the tills for food than last year - Businesstech. "... food price inflation in its basket of 36 items hit over 15% in the past year"
Investing in a home of your own - Fin24. 'n Mens moet 'n huis te koop omdat dit al belegging is wat nie belas word nie. 'n Huis is wel 'n belegging, want die huis waarde gaan op met inflasie, behalwe in gebiede wat vervalle raak. Dit is beter om die grootste lening te kry, en dit so stadig as moontlik af te betaal, solank as wat jou ander beleggings meer groei as die huis lenings koers.
The average price to buy a house in South Africa right now - BusinessTech. Vir die statistiek om nuttig te wees, moet 'n mens weet hoe die huis grootte verander het. As die bevolking groei, maar die ekonomie krimp, moet huise kleiner word.
How the rand punches far above its weight - BusinessTech.
JSE aandele
Die JSE was vandag +0.70% hoër. Die Rand is sterker na R13.98. Brent olie is dieselfde op $51.37. Die goudprys is op na $1260.80.
Groot stygings: Remgro NPL +17% na R32.80, Astral +4.5% na R126.49, MMI +4.5% na R22.37, Gold Fields +3.9% na R59.94, Foschini +3.9% na R135.50, Barlo +3.8% na R87.02, Massmart +3.6% na R114.99, Truworths +3.5% na R72.88, ARM +3.4% na R90.80, Mr Price +3.3% na R157.57, Shoprite +2.9% na R192.61.
Groot dalings: Rhodes -5.1% na R25.86, KAP -3.7% na R7.53, Oceano -3.2% na R106.51, Fambrands -2.0% na R162.00.
Pick n Pay (PIK) se omset vir die 6m tot Aug was +7.2% hoër, en vwVPA +22% hoër na 79.87c. Die prys/verdienste is nou R66.79/(154.6c + 79.9c) = 28. Die dividend opbrengs is (125.2c+29.9c)/R69.49 -15% = 1.9%. (Kommentaar: Wins groei word uiteindelik beperk deur verkope groei).
Here is how much money Cell C is making - Fin24tech.
Maandag 17 Oktober 2016
Op die internet
Former German Central Banker Reveals "The Real Danger In Finance" - Zero Hedge.
Financial Repression Is Now "In Play" - Zero Hedge. As pensioen fondse in die toekoms minder uitbetaal as wat kliente ingesit het, het jy 'n probleem.
Sales of luxury London properties collapsed by 86% in past year - The Guardian.
Another high street name could join BHS on scrapheap, says Kantar - The Guardian.
Nobel panel gives up knockin’ on Dylan’s door - The Guardian.
Why Italy’s Banking Crisis is Spiraling to Heck - Wolf Street.
FTC says it may be unable to regulate Comcast, Google, and Verizon - Ars Technica.
Op die internet - Suid Afrika
These are the best performing luxury investments right now - BusinessTech.
Zim firms face no water for more than five days - Fin24.
CSIR blasts away nuclear facade; science proves it’s an exercise in plunder - Biznews. Die kapasiteits benutting van wind en son krag word gerieflik weggelaat. Deense wind turbines lewer 22% tot 47% van hul maksimum kapasiteit (Capacity factors at Danish offshore wind farms). Op List of power stations in South Africa word net die kapasiteits benutting van die Darling en Klipheuwel wind plase as 19% en 15% gegee. Die verwagte benutting van die ander wind plase word in hakies gegee, wat nie veel beteken nie. Behalwe dat die uitset afhanklik is van wind, as die elektrisiteit nie benodig word die oomblik as die wind waai nie gaan die beskikbare energie verlore. Denemarke se geïnstalleerde kapasiteit was 12.4GW in 2013, wat elektrisiteit van 108.6TWh kon lewer, maar net 34.7TWh was opgewek, waarvan 11.1TWh deur wind. Dit is waarom elektrisiteit in Denemarke R5.80/kWh kos.
JSE aandele
Die JSE was vandag -0.74% laer. Die Rand is sterker na R14.17. Brent olie is af na $51.31. Die goudprys is op na $1255.70.
Groot stygings: Esor +7.5% na 43c (klein volume), Kap +3.3% na R7.82, PPC +3.1% na R5.93.
Groot dalings: Cashbuild -6.4% na R400.00, Lonmin -4.3% na R31.54, Mpact -3.6% na R33.60, Rhodes -3.4% na R27.25, Richemont -3.3% na R91.77, Sibanye -2.8% na R40.30, Datatec -2.7% na R46.94, Medclin -2.6% na R155.50, Tigbrands -2.6% na R372.67.
Cashbuild (CSB) se inkomste vir die 3m tot Sep was +3% hoër.
Astoria (ARA) se Netto Bate Waarde was $1.03 op 30 Sep 2016.
Stellar Capital se aanbod vir alle Torre aandele het nog 19.95% opgelewer, bykomend tot die 35.43% wat hulle alreeds besit.
Dis-Chem wil op die JSE lys.
Calgro M3 (CGR) se inkomste vir die 6m tot Aug was +26% hoër, met Fleurhof word as filiaal bygereken. Saamgestelde inkomste was -9.9% laer. Die vwVPA was -3% laer na 64.0c. Geen dividend.
Trencor (TRE) se tussen resultate tot Jun word vertraag tot of voor 21 Okt weens die bankrotskap van Hanjin.
Sondag 16 Oktober 2016
Power Report: Read the fine print if you want anything out - Times Live (versekering).
Saterdag 15 Oktober 2016
Op die internet
Over 500,000 EVs On Roads Of Europe By End Of Year, New Report Finds - Clean Technica.
September Global Auto Sales Hit Record High Thanks To China's New Car Bubble - Zero Hedge.
'Megadrought' Looms In American Southwest, NASA Warns - Zero Hedge.
Op die internet - Suid Afrika
Gordhan lifts lid on Guptas' R6.8bn 'suspicious transactions' – report - Financial Mail. Dit verklaar seker die aanklagte teen Gordhan.
South Africa is at an inflection point - Moneyweb. Die amptelike inflasie syfer stem nie ooreen met algemene prys stygings nie, wat beteken dat die ekonomie alreeds in 'n resessie is.
Foreigners are snapping up Cape Town property - BusinessTech.
The elephant in Zimbabwe’s room - Moneyweb. "For people who don’t know, or prefer not to know, farmers who were forcibly evicted from their properties by their own government since 2000 have not been paid compensation". Dieselfde chaos ontwikkel in Suid Afrika.
Vrydag 14 Oktober 2016
Op die internet
The Oil Market is Bigger Than All Metal Markets Combined - Visual Capitalist.
Legal Weed Does Not Wreak Havoc On Schools Or Roads - Vocativ.
Op die internet - Suid Afrika
Pension complaints balloon by about 10 000 - Fin24.
JSE aandele
Die JSE was vandag +1.3% hoër. Die Rand is dieselfde op R14.23. Brent olie is op na $51.68. Die goudprys is af na $1251.90.
Groot stygings: Remgro NPL +7.7% na R28.00, Naspers +4.7% na R2294.99, Medclin +3.5% na R159.64, Sappi +2.8% na R77.45, Lib Hold +2.6% na R111.53, Steinhoff +2.5% na R74.61.
Groot dalings: Goldfields -3.0% na R57.99, Harmony -1.6% na R41.97, Exxaro -1.6% na R98.80.
Adcorp (ADR) verwag vir die 6m tot Aug 'n wesens VPA van 75c tot 80c, -36% tot -40% laer, weens wisselkoers veranderings en eenmalige transaksie kostes. 'n Genormaliseerde VPA van 126c tot 131c word verwag. Die aandeel prys het al van Julie begin val, na 'n prys/verdienste rondom 1550c/~155c ~ 10.
Steinhoff to acquire Australia’s Fantastic Holdings for $274m - Moneyweb.
Donderdag 13 Oktober 2016
Op die internet
Chinese Property Owners are in for a Very Rude Awakening, but the Damage Will Reverberate around Globe - Wolf Street.
Where Will The Money Go When All Three Market Bubbles Pop? - Zero Hedge. Die geld gaan nêrens heen nie. Vir elke verkoper van die bates is daar 'n koper wat geld insit. Geld skuif van een groep van beleggers na 'n ander.
Op die internet - Suid Afrika
Water ‘load shedding’ begins in SA as dams dry up - Businesstech.
Shocking pictures show just how empty the Vaal is - Businesstech. Die ANC het nie die vaagste benul hoe 'n moderne beskawing werk nie.
The debacle of Tshwane’s City Hall renovation is clear for all to see - Business Day.
JSE aandele
Die JSE was vandag -2.0% laer. Die Rand is sterker na R14.23. Brent olie is af na $51.13. Die goudprys is op na $1257.10.
Groot stygings: Sibanye +6.1% na R41.25, Northam +5.0% na R51.00, Goldfields +4.9% na R59.78, Harmony +4.4% na R42.64, Capco +3.7% na R48.50, Intu PLC +3.1% na R50.18, Anglo Gold +2.9% na R192.48, Richemont +2.4% na R93.96.
Groot dalings: Remgro NPL -17% na R26.00, Exxaro -10.4% na R100.36, Lonmin -5.5% na R32.51, Naspers -4.8% na R2192.05 (R4271M verhandel), Assore -4.7% na R156.97, Implats -4.7% na R57.64, FirstRand -4.5% na R43.49, Anglo -4.3% na R172.68, Bidcorp -3.8% na R245.33, Mondi Ltd -3.8% na R276/24, BHP Bill -3.6% na R206.69, MTN -3.5% na R109.50, ens.
Murray & Roberts (MUR) het besluit om deel te neem aan die skikkings ooreenkoms tussen sewe konstruksie maatskappye en die ANC regering, waarin die samespannings aanklagte deur die mededingings owerheid uitgebuit word vir politieke gewin, met 'n fonds van R1.5 biljoen vir swart besighede. Die konstruksie maatskappye onderneem om ten minste 40% van hulle ekonomiese belange oor te dra aan besighede wat ten minste 51% swart eienaarskap en bestuur het. Dit is rassisties en ongrondwetlik.
Combined Motor Hold (CMH) se inkomste vir die 6m tot Aug was -4.5% laer, en vwVPA +19% hoër na 116.6c. Die prys/verdienste is 1740c/(149.3c + 116.6c) = 6.5. Die dividend opbrengs is (85c + 55c)/1760c -15% = 6.8%. Lae handel.
Stefanutti Stocks (SSK) verwag vir die 6m tot Aug 'n wesens VPA van 48.46c tot 55.73c, 0% tot +15% hoër. Lae handel.
Santova (SNV) verwag vir die 6m tot Aug 'n wesens VPA van 17.97c tot 18.76c, +15% tot +20% hoër. Lae handel.
Mondi (MND, MNP) se onderliggende bedryfs wins was -12% laer vir die 2de kwartaal van 2016, en +3% hoër vir die 3de kwartaal.
Equites Property Fund (EQU) se uitkering vir die 6m tot Aug is 54.44282c. Groei van +12% tot +14% word vir die jaar tot Feb 2017 verwag. Lae handel.
MTN to appear before Nigerian lawmakers - IOL.
Woensdag 12 Oktober 2016
Op die internet
A New Tack to Stave Off Alzheimer's Years before the First Symptom - Scientific America.
Dementia risk linked to air pollution and lack of vitamin D - New Scientist.
RED ALERT — Get ready for a 'severe fall' in the stock market, HSBC says - Business Insider UK. Dit is gebaseer op tegniese ontleding wat 50% van die tyd werk, en 50% nie werk nie. 'n Mark val weens die huidige hoë waardasies en lae ekonomiese groei sou sin maak.
The 22 books you should read before you quit your job to start a business - Business Insider UK. Lees eerder 'n boek oor besighede wat misluk het.
Op die internet - Suid Afrika
The DA opens its door to racial quotas - Business. Bekwaamheid en die grondwet word geignoreer.
JSE aandele
Die JSE was vandag -0.68% laer. Die Rand is sterker na R14.27. Brent olie is af na $51.93. Die goudprys is af na $1253.10.
Groot stygings: Barlow +5.3% na R86.95, Nampak +3.2% na R19.30, Fambrands +3.0% na R172.80, ArcMittal +2.9% na R12.50, Glencore +2.3% na R40.40.
Groot dalings: PPC -5.8% na R5.83, PSG -3.4% na R203.85, NEPI -2.7% na R160.10, AVI -2.5% na R92.21, Implats -2.5% na R60.48, Kumba -2.4% na R126.06.
PSG (PSG) se beleggings was R228.32 per aandeel werd op 7 Okt. Vir die 6m tot Aug was die herhalende wesens VPA 411.8c.
Trencor (TRE) verwag vir die 6m tot Jun 'n wesens verlies per aandeel van -196c tot -217c. Baie lae handel.
Pinnacle (PNC) maak 'n aanbod vir die 43% aandele in Datacentrix (DCT) wat dit nie alreeds besit nie, teen R6.65 per aandeel.
Taste (TAS) se inkomste vir die 6m tot Aug was +9% hoër, en verdunde wesens verlies per aandeel -8.8c, of kern -6.2c. Die prys/verkope is 170c/289c = 0.59.
Afrimat (AFT) verwag vir die 6m tot Aug 'n wesens VPA van 92.7c tot 96.5c, +22% tot +27% hoër. Meestal lae handel.
Verimark (VMK) se inkomste vir die 6m tot Aug was +0.5% hoër, en wesens VPA 2.2c, teenoor -3.6c 'n jaar gelede, of 11.6c die 6m tot Feb. Baie lae handel.
Dinsdag 11 Oktober 2016
Op die internet
Beyond Resveratrol: The Anti-Aging NAD Fad - Scientific American.
Chinese Banks Will Need $1.7 Trillion To Cover Bad Debt Deluge, S&P Calculates - Zero Hedge. Staats bestuurde ekonomieë misluk vroeër of later.
On the Bombing of Aleppo - Project Syndicate.
Putin Cancels Trip To France After Hollande Accuses Russia Of War Crimes - Zero Hedge.
Op die internet - Suid Afrika
Guptas sound ominous warning to Madonsela - TechCentral.
R40bn for new coal power projects - IOL. Daar is net twee moontlikhede: hoër tariewe, of skuld word in aandele omskep sodat belasting betalers daarvoor betaal.
JSE aandele
Die JSE was vandag +0.43% hoër. Die Rand is swakker na R14.47 (minister van finansies gedagvaar weens Ivan Pillay se vroeë aftrede en heraanstelling). Brent olie is af na $52.78. Die goudprys is af na $1257.40.
Groot stygings: Richemont +6.7% na R91.64 (R1.15B verhandel), Kumba +6.1% na R129.16, Exxaro +5.8% na R111.05, South32 +5.6% na R27.20, ARM +5.0% na R86.00, NEPI +4.8% na R164.60, Northam +4.3% na R48.30, Sappi +3.9% na R76.50 (R502M verhandel), ArcMittal +3.9% na R12.15, Harmony +3.5% na R41.52 (R449M verhandel).
Groot dalings: Remgro NPL -10.1% na R31.90, PPC -4.6% na R6.19, Nedbank -4.4% na R216.63, FirstRand -4.0% na R45.34 (R1279M verhandel), Imperial -4.0% na R162.00, Standard -3.6% na R140.00 (R1397M verhandel), Picknpay -3.5% na R65.63, Old Mutual -3.5% na R34.67 (R478M verhandel).
Holdsport (HSP) se verkope vir die 6m tot Aug was +6.5% hoër, en wesens VPA -19% laer na 164.7c, of kern VPA -18% laer na 181.7c (+0.2% voor wisselkoers). Die prys/verdienste is R60.00/(327.6c+181.7c) = 11.8. Die dividend opbrengs is (200c+130c)/R60.00 -15% = 4.7%. Gewoonlik baie lae handel.
Northam (NHM) bekom 'n deel van die Amandelbult myn regte van Amplats vir R1 biljoen, en deel van die Elandsfontein plaas. Dit verleng die Zondereinde myn se lewe meer as 30 jaar.
Famous Brands (FBR) verwag vir die 6m tot Aug 'n wesens VPA van 403c tot 419c, +67% tot +74% hoër. Sonder buitengewone items was dit 264c tot 275c, +10% tot +14% hoër.
Maandag 10 Oktober 2016
Op die internet - Suid Afrika
Western Cape Province State of Dams on 2016-10-10 - Elsenburg.
Gordhan asked South Africans for their opinion on the state of the country – this is what they said - BusinessTech. Skaf belasting op inflasie af, naamlik belasting op rente en kapitaal wins. Die beste oplossing vir onbekwame en korrupte regering is om belasting met direkte betaling vir regerings dienste te vervang, in mededinging met alternatiewe verskaffers. In plaas van gesubsidieerde dienste kan staats toelaes aan armes gegee word, sodat hulle self oor uitgawes kan besluit.
Same business, different address: electricity cost +72% - Moneyweb. Party munisipaliteite subsidieer seker elektrisiteit vir armes deur groter eiendoms belasting te hef op die rykes.
JSE aandele
Die JSE was vandag +0.03% hoër. Die Rand is sterker na R13.73. Brent olie is op na $53.24. Die goudprys is op na $1259.70.
Groot stygings: Esor +32% na 49c (R457k verhandel), Exxaro +7.0% na R105.00, PPC +4.0% na R6.49, Nampak +2.8% na R19.29, Foschini +2.7% na R136.51, Kumba +2.6% na R121.77, Sappi +2.0% na R73.65.
Groot dalings: South32 -2.9% na R25.75, Harmony -2.6% na R40.10, Emira -2.6% na R14.50, Goldfields -2.2% na R57.62, MTN -1.9% na R113.81.
Mondi (MNP) koop LLC Beepack in Rusland vir RUB2,825 miljoen (€41M), wat RUB2,782M inkomste in 2015 gehad het.
Esor (ESR) koop Tuboseal Services en Turboseal vir R18.25M, wat 'n netto wins na belasting van R8.56M tot 29 Feb 2016 gehad het.
Rebosis: Bucking the trend in a remarkable way - Moneyweb. Gewoonlik min handel.
Sondag 9 Oktober 2016
Op die internet
Immunotherapy cancer drug hailed as 'game changer' - BBC.
Op die internet - Suid Afrika
Best uncapped ADSL prices in South Africa - Mybroadband. Telkom is die probleem.
Worries over food price-fixing in South Africa - BusinessTech. Voedsel vervaardigers kan willekeurig pryse verhoog weens 'n gebrek aan mededinging en mark toegang. Dieselfde produkte verskyn op supermark rakke vir dekades want die groot ketting winkels koop net van bestaande vervaardigers. Die publiek hou waarskynlik ook by die produkte wat hulle ken.
Saterdag 8 Oktober 2016
Op die internet
We raided the houses of ‘corrupt, unholy’ judges, says DSS (Nigerië) - The Sun.
13 ‘Fun’ Things That Were Banned In Pakistan But You Found A Way To Get Them - Mangobaaz.
Rugby
Waarom speel rugby spanne elke jaar in dieselfde toernooie waarin hulle elke keer verloor? Die vier nasie Rugby Kampioenskap en die Super 18 Rugby behoort gestaak te word. Dit is 'n mors van tyd om teen die All Blacks te speel. Nieu-Seeland kan met hulself speel.
Op die internet - Suid Afrika
Where the smartest students attend university in South Africa - BusinessTech.
Vrydag 7 Oktober 2016
Op die internet
Forget DNA, experts say RNA could hold the key to 'eternal life pill' - MailOnline.
Chad hits Exxon Mobil with $74bn fine - IOL. "The fine is about five times more than Chad’s gross domestic product"
Hurricane Matthew, ‘Extremely
Dangerous,’ Threatens Jacksonville - NYTimes.
Do Our Central Planners Really Believe This Will End Well? - Zero Hedge.
Where The September Jobs Were: Secretaries, Waiters, Retail And Social Workers - Zero Hedge.
Ford is officially finished as 600 workers are left unemployed (Australië) - SMH. Nog 'n slagoffer van yster erts uitvoere wat die A$ versterk het, vakbonde en minimum lone.
Op die internet - Suid Afrika
Drought of the century threatens catastrophe for SA’s agricultural industry - Business Day.
CNA: Sticky tape won’t do - Financial Mail. Die aanvraag na boeke en tydskrifte het getaan weens TV en die internet. Soos wat woonbuurtes transformeer van eerste na derde wêreld, verdwyn die aanvraag na literatuur en skryfbehoeftes.
Mittal comes under fire - Fin24. "Economists this week questioned government’s decision to give ArcelorMittal SA tariff protection against foreign competitors after more than a decade of attempts to prosecute the steel giant for abusing its monopoly position". Wie is die idiote wat Iscor in 1989 in 'n private monopolie omskep het?
JSE aandele
Die JSE was vandag +0.1% hoër. Die Rand is swakker na R13.93. Brent olie is af na $51.78. Die goudprys is af na $1246.00.
Groot stygings: Exxaro +4.5% na R98.15, Assore +3.6% na R154.19, HCI +2.3% na R131.75, Glencore +2.1% na R38.66.
Groot dalings: Capco -4.7% na R46.25, Brait -4.6% na R102.20, Reinet -3.9% na R28.20, Northam -3.0% na R46.00, BlueTel -3.0% na R21.09, Amplats -3.0% na R343.61, Intu PLC -2.6% na R48.50, Sibanye -2.5% na R39.00, Implats -2.1% na R61.36, Supergroup -2.0% na R42.20. (Die Britse pond -1.1% verswak).
Calgro M3 (CGR) verwag vir die 6m tot Aug 'n wesens VPA van 63.60c tot 65.59c, -1% tot -4% laer.
Pick n Pay (PIK) se omset groei vir die 6m tot Aug was +7.2% hoër, en 'n vwVPA van 78.42c tot 81.69c word verwag, +20% tot +25% hoër. Dan is die prys/verdienste rondom R68.40/(154.6c + ~80c) ~ 29.
Phumelela Gaming and Leisure (PHM) se inkomste vir die jaar tot Jul was +19% hoër, en vwVPA +39% hoër na 155.85c. Die prys/verdienste is R22.89/155.85c = 14.7. Die dividend opbrengs is 104c/R22.89 -15% = 3.9%. Lae handel.
Donderdag 6 Oktober 2016
Op die internet
Side Effects of Antiaging drug Rapamycin can be managed with lower doses and appears to improve the immune system, restore vitality and delay heart disease and dementia - Nextbigfuture. Is rapamycin the new aspirin? - Vector. Does a Real Anti-Aging Pill Already Exist? - Bloomberg.
The Great Debt Unwind: Business Bankruptcies Soar 38% - Wolf Street.
Op die internet - Suid Afrika
Treasury hunts fraud worth R230bn - TechCentral.
Try this new funding model for universities: DA - BusinessTech. Die beste oplossing is meer mededinging. Wanneer die regering betrokke raak, is doeltreffenheid daarmee heen. Die koste van universiteit kan verminder word deur lesings 'n vrywillige koste te maak, vir die studente wat dit nodig het. Dan sal eksamens deur onafhanklike persone aangebied word.
‘Four-day’ finance minister Des van Rooyen in bizarre overspending spree - BusinessTech.
Your rental property and tax - Moneyweb.
JSE aandele
Die JSE was vandag -0.5% laer. Die Rand is swakker na R13.85. Brent olie is op na $52.39. Die goudprys is af na $1255.60.
Groot stygings: ArcMittal +9.3% na R10.59, BlueTel +7.7% na R21.57, Metair +5.3% na R21.05, PPC +4.6% na R6.33, Exxaro +2.8% na R93.90, Curro +2.6% na R47.20.
Groot dalings: Nampak -6.1% na R18.96, Lonmin -4.1% na R33.68, Sibanye -3.3% na R39.98, Tigerbrands -3.3% na R384.31, Capco -2.9% na R48.55, Foshini -2.9% na R134.00, Shoprite -2.8% na R188.00, Truworths -2.8% na R70.01, Bidcorp -2.7% na R251.94.
MTN (MTN) het $1 biljoen ingesamel met 5 jaar en 10 jaar notas.
PSG Konsult (KST) se bruto geskrewe premies vir die 6m tot Aug was +4.1% hoër, en herhalende vwVPA +14.7% hoër na 16.4c. Die prys/verdienste is 694c/(16.5c + 16.4c) = 21. Die dividend opbrengs is (8.8c + 5.1c)/694c -15% = 1.7%. Lae handel.
Woensdag 5 Oktober 2016
Op die internet
IMF urges governments to tackle record global debt of $152tn - The Guardian.
Op die internet - Suid Afrika
Post Office reports R1,1bn full-year loss - Techcentral.
Auditor-general finds more rot at Prasa - Business Day.
Government loans, if managed, could be the best option for students - Moneyweb. Belasting betalers sal uiteindelik vir die lenings betaal. Die meeste regerings uitgawes het alreeds niks te doen met die primêre funksie van regering nie.
Joburg is 130 years old – this is what it looked like back then - BusinessTech. As dit nie vir kolonisasie was nie sou daar net veld gewees het waar Johannesburg vandag is.
JSE aandele
Die JSE was vandag +0.33% hoër. Die Rand is swakker na R13.72. Brent olie is op na $51.97. Die goudprys is af na $1269.40.
Groot stygings: Net1 UEPS +10.2% na R139.00, BlueTel +8.9% na R20.20, PPC +5.2% na R6.05, Exxaro +5.0% na R91.33, Kumba +3.2% na R117.49, Nampak +2.9% na R20.20.
Groot dalings: Sibanye -7.6% na R41.34, Harmony -6.0% na R41.07, Goldfields -5.3% na R59.91, Remgro -4.4% na R230.50, Anglo Gold -4.3% na R191.00, Intu PLC -4.1% na R50.52, Trencor -3.3% na R29.88, BATS -3.1% na R854.90.
Zeder Investments (ZED) se beleggings gehou was R8.40 per aandeel op 26 Sep 2016. Herhalende wesens verdienste per aandele vir die 6m tot Aug was 14.9c, -3.3% laer as 'n jaar gelede.
Blue Label Telecoms (BLU) bekom 35% se aandele in Cell C deur 'n R2B plasing met NET1 UEPS Technologies, en R3.5B beskikbare kontant en befondsing geriewe.
New Zealand trouble for Outsurance - Business Day.
MTN wants to raise R14bn - IOL.
Dinsdag 4 Oktober 2016
Op die internet - Suid Afrika
Johannesburg stock exchange fails in bid to block new rival - Reuters.
Dam levels ‘dangerously low’ in KwaZulu-Natal and Vaal Dam only 30% full - Business Day.
Awful lot of official silence on oil heist - Business Day.
JSE aandele
Die JSE was vandag +0.74% hoër. Die Rand is dieselfde op R13.65. Brent olie is op na $51.18. Die goudprys is af na $1281.50.
Groot stygings: PSG +4.4% na R208.86, Coronation +3.8% na R71.49, Curro +3.6% na R45.99, PPC +3.6% na R5.75, Massmart +3.4% na R122.00, Mr Price +3.2% na R158.48, Barclays Afr +2.9% na R155.40, Sappi +2.5% na R71.29, Bidvest +2.5% na R163.88, Truworths +2.5% na R73.00.
Groot dalings: Anglo Gold -7.4% na R199.48, Harmony -7.1% na R43.70, Sibanye -6.4% na R44.76, Amplats -5.8% na R356.00, Kumba -4.7% na R133.86, GoldFields -4.3% na R63.29, Implats -4.2% na R65.56, Northam -3.9% na R49.62, ARM -2.9% na R79.50.
Taste (TAS) verwag vir die 6m tot Aug 'n wesens verlies per aandeel van -8.5c tot -9.5c, en kern wesens verlies per aandeel van -5.8c tot -6.6c.
Combined Motor Hold (CMH) verwag vir die 6m tot Aug 'n wesens VPA van 112.9c tot 122.8c, +15% tot +25% hoër as 'n jaar gelede, maar laer as die 149.3c vir die 6m tot Feb. As dit herhaal is die prys/verdienste R17.39/~R2.36 ~7.4
Anglo (AGL) se voorlopige De Beers diamant verkope was $484M in siklus 8, teenoor $639M in siklus 7.
Nota oor Resilient (RES): die netto rente en verwante inkomste vir die jaar tot Junie was R1449M/383.3msh = 378c per aandeel. Saam met inkomste uit beleggings is dit 473.1c, wat minder is as die uitkering van 488.73c vir die jaar.
Maandag 3 Oktober 2016
Op die internet
Google Translate Gets a Deep-Learning Upgrade - IEEE Spectrum.
Stock Buyback Plans Drop To 5 Year Low - Zero Hedge.
Op die internet - Suid Afrika
Rental returns for landlords bounce back from slump - Moneyweb.
New vehicle sales plunge 14.3% year on year in September - Business Day.
US poultry industry warns of new threat to South Africa’s Agoa benefits - Engineering News. "... if South African poultry and pork producers get a court injunction to block US chicken imports".
JSE aandele
Die JSE was vandag -0.56% laer. Die Rand is sterker na R13.65. Brent olie is op na $50.45. Die goudprys is af na $1311.20.
Groot stygings: EOH +4.3% na R174.83, PPC +3.4% na R5.55, BarloW 3.1% na R85.82, Cashbuild +3.0% na R434.66, Datatec +3.0% na R49.93, Remgro +2.8% na R236.00, Grindrod +2.4% na R11.80, Adcorp +2.2% na R14.40.
Groot dalings: Trencor -5.3% na R31.90, Kumba -3.6% na R119.47, Sibanye -3.3% na R47.83, Newplat -3.3% na R136.00, Harmony -3.0% na R47.05, Anglo Gold -2.8% na R215.49, Medclin -2.8% na R161.10, Amplats -2.2% na R377.95.
Trencor (TRE) verwag vir die 6m tot Jun 'n wesens verlies per aandeel van -206c tot -227c. Gewoonlik lae handel.
Famous Brands makes its fourth buy of the year - Fin24.
S&P downgrades MTN credit rating to junk - Fin24.
Sondag 2 Oktober 2016
Op die internet - Suid Afrika
DA uncovers ‘staggering’ waste and corruption in councils it has taken over - Business Day.
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Kopiereg @2016