Woensdag 30 November 2016
JSE aandele
Die JSE was vandag +0.1% hoër. Die Rand is swakker na R14.03. Brent olie is op na $50.04. Die goudprys is af na $1177.30.
Groot stygings: Omnia +5.5% na R162.00, Aforbes +5.1% na R6.41, Sasol +4.9% na R379.35 (R1713M verhandel), ARM +3.4% na R107.40, BHP Bill +2.9% na R233.89 (R840M).
Groot dalings: Northam -4.7% na R41.31, Steinhoff -4.3% na R65.08 (R1002M verhandel), Rockcastle -3.8% na R35.30, Lonmin -3.4% na R26.57, Vodacom -2.9% na R144.73, Ascendis -2.7% na R24.17, PSG -2.7% na R194.53, Truworths -2.6% na R70.16, Netcare -2.4% na R31.24, JSE -2.4% na R158.15, Pioneer -2.4% na R155.95, Bidcorp -2.2% na R246.57 (R496m).
Huge Group (HUG) se inkomste vir die 6m tot Aug was +8.4% hoër, en wesens VPA +6.9% hoër na 10.05c. Lae handel.
Anglo (AGL) verkoop al die aandele in Exxaro wat dit besit (9.7%). (Nou gaan Exxaro aandele goed doen).
Sygnia (SYG) se inkomste vir die jaar tot Sep was +18% hoër, en verstelde vwVPA na -13% laer na 52.59c. Die prys/verdienste is R16.50/52.59c = 31. Die dividend opbrengs is 52c/R16.50 -15% = 2.7%.
Op die internet
Fight Aging predicts the sequence of arrival for meaningful antiaging therapies - NextBigFuture.
Subprime Auto-Loan Delinquencies Surge to NY Fed’s Attention - Wolf Street.
Debt & Deficit Outlooks for France, Italy, Spain, & Portugal - Wolf Street.
"Metals Traders On Red Alert" - Chinese Commodity Bubble 2.0 Just Imploded - ZeroHedge.
OPEC agrees first output cut since 2008, Saudis to take 'big hit' - Reuters. Here Are The Details From The OPEC Production Cut Deal - ZeroHedge. OPEC wil hul uitset met 1.2 miljoen vate per dag verminder. Die VSA se produksie het die afgelope 8 jaar toegeneem van 5M na 9M. Die olie prys sal net styg tot waar die VSA en Kanada meer kan produseer. Die aanvraag na olie het vir baie jare gestyg. In plaas van meer produseer het OPEC die prys laat opskiet. Ander bronne moes noodwendig die tekort vul. OPEC is besig om hulle olie bedryf te krimp.
Housing Price Increases Have Been Less Than You Think - Talk Markets.
Fiancée of Trump’s new Treasury Secretary is a Scottish Hollywood actress, 35, who sparked fury after ‘fabricating near-death experiences in her memoir’ - The Sun.
‘This makes a vast difference’: Canadian producers eye growth plans as OPEC cuts - Financial Post.
Op die internet - Suid Afrika
PRASA: Contracts Worth R24bn Investigated For Criminality - EWN.
This is how much sugar is in your favourite breakfast cereals in South Africa - BusinessTech.
Want to Delay Death? Then Swim, Dance, or Get on Court, Study Shows. - EWN.
7 things to know from the latest tax statistics report - Fin24. Daarvolgens het BTW ingesamel met 11.0% opgegaan vir die jaar tot Feb 2016. Dit verskil van die 7.4% berig in April. Die groei in die M3 geld voorraad was +10.4% oor dieselfde tydperk.
Most balanced fund managers add no value - Moneyweb.
The draft IRP – lightweight, superficial and downright dangerous… - Moneyweb. Dit is moeilik om die koste van wind energie te vergelyk met bronne wat deurlopend beskikbaar is. Wind energie gaan oor waarskynlik. Die waarskynlik dat wind energie heeltyd beskikbaar is, kan verbeter word deur oorkapasiteit, wat die koste per kWh baie duurder maak. En dan bly daar steeds 'n persentasie tyd oor waarop al die turbines stilstaan. Son energie wat vir 2 weke as hitte gestoor bied 'n hoë waarskynlik van elektrisiteit, maar daar bly die klein persentasie moontlikheid dat dit vir meer as twee weke bewolk is. Is gebruikers tevrede met elektrisiteit 90% of 99% van die tyd?
Nuclear transparency means SA could lose bargaining power - DoE - Fin24. Suid Afrika behoort sy eie kern krag kundigheid te ontwikkel. Weens die politiek stelsel wil opgevoede mense nie meer in die land bly nie. Transformasie na 'n primitiewe Afrika land lei tot meer betaal vir buitelandse kundiges.
Brian Molefe’s new mission: To defeat ‘white dominated economy’ - Fin24. Daar is geen herkenning dat die ekonomie baie verder ontwikkel is as die res Afrika nie, of die redes daarvoor nie.
SANDF avoids embarrassment by delivering food to bases - BusinessLive. Die weermag wag nou net vir 'n vyand.
Dinsdag 29 November 2016
Op die internet
National Debt by Year Compared to GDP and Major Events - The Balance. Hoë groei tempo van VSA skuld: 2012 +8.6%, 2013 +4.2%, 2014 +6.5%, 2015 +1.8%, 2016 +7.8%.
JSE aandele
Die JSE was vandag -0.07% laer. Die Rand is swakker na R13.93. Brent olie is af na $46.56. Die goudprys is af na $1188.40.
Groot stygings: Reinet +3.6% na R27.25, BarWorld +3.1% na R107.23, Northam +2.4% na R43.33, Richemont +2.2% na R89.49, Clicks +2.1% na R122.99, Capco +2.1% na R49.15, Vodacom +2.0% na R148.97.
Groot dalings: ARM -5.5% na R103.90, Datatec -3.6% na R45.31, Sibanye -3.4% na R29.13, Mr Price -3.1% na R144.82, Netcare -3.0% na R32.01, Exxaro -2.9% na R97.44, Implats -2.6% na R44.47, Nampak -2.2% na R16.19, BHP Bill -2.2% na R227.24.
Omnia (OMN) se inkomste vir die 6m tot Sep was +3% hoër, en die verdunde wesens VPA -25% laer na 349c. Die prys/verdienste is R158.30/(514c+349c) = 18. Die jaar se dividend opbrengs is (180c+160c)/R158.30 -15% = 1.8%.
Op die internet - Suid Afrika
In 2017, everything in pay TV will be up for grabs - Moneyweb. In Suid Afrika is data toegang te duur.
Eskom appeals to municipalities to pay their power bills - BusinessLive. Munisipaliteite se Eskom skuld het in 3 maande opgegaan met R3B na R9.2B.
One pre-nuclear tender makes up 80% of total cost of DoE spend - Fin24. "The R171m tender the Department of Energy (DoE) awarded to the son of President Jacob Zuma’s friend makes up 80% of the department’s tender costs for nuclear-related contracts"
SA students come second last in global maths rankings - BusinessTech.
Sanral forks out R20 million for external audit companies - BusinessTech.
Maandag 28 November 2016
JSE aandele
Die JSE was vandag -0.99% laer. Die Rand is sterker na R13.78. Brent olie is op na $48.32. Die goudprys is op na $1189.30.
Groot stygings: BarclaysA +4.1% na R160.50 (R397M verhandel), PicknPay +4.0% na R66.35, Nampak +3.8% na R16.56, Capco +3.8% na R48.14, RMBH +3.6% na R4.30, FirstRand +3.3% na R52.17 (R778M), Bidvest +3.2% na R164.11, Foschini +3.0% na R152.00, Nedbank +3.0% na R234.20, Aforbes +2.9% na R6.00, Massmart +2.7% na R114.62, ConsInfra +2.6% na R22.90, Standard +2.5% na R154.10.
Groot dalings: Assore -5.6% na R232.47, Lonmin -4.5% na R28.41, Exxaro -4.5% na R100.30, MTN -4.1% na R113.32 (R653M verhandel), Meclin -3.7% na R124.76, BHP Bill -3.3% na R232.31 (R426M), Old Mutual -3.1% na R32.65, Implats -3.0% na R45.66, Bidcorp -2.9% na R248.81, AB Inbev -2.8% na R1441.19, Mondi -2.8% na R279.37, Anglo -2.7% na R212.21.
Alexander Forbes (AFH) se inkomste vir die 6m tot Sep was +5.1% hoër, en die wVPA +4.7% hoër na 26.7c. Baie lae handel.
Op die internet
Will Trump’s Plan Really Boost US Demand? - Project Syndicate.
Researchers remove mutated DNA from mitochondria to slow or reverse a cause of aging - NextBigFuture.
Nuclear Energy Startups want to make nuclear energy radically less expensive like Spacex has made orbital launch cheaper - NextBigFuture.
Welcome To Hooverville - ZeroHedge. Baie jare se voorspoed deur meer skuld aan te gaan, en onproduktiwiteit deur beskerming teen goedkoop arbeid in ander lande, wag vir 'n oplossing. (Hooverville is amper soos Hooterville waarin die sitcoms Green Acres en Petticoat Junction afspeel).
Why You Will Need Gold - Talk Markets.
Op die internet - Suid Afrika
Opinion: Nuclear will bring energy, water security to SA - Fin24.
Zim introduce bond notes at last - Fin24. Dit is een manier om te verhoed dat geld die land verlaat.
Sondag 27 November 2016
Op die internet - Suid Afrika
Inside the ‘castle’ up for sale in South Africa - BusinessTech.
Saterdag 26 November 2016
Op die internet
Trump condemns Castro as 'brutal dictator' - USA Today.
Op die internet - Suid Afrika
Moody's Keeps South Africa's Sovereign Rating at BAA2, Negative Outlook - EWN.
Coetzee says he will 'walk away' if he is held responsible for Springbok failures - BusinessLive. Hy het dieselfde brein blokkasie as die ANC – kan nie sy eie onbekwaamheid herken nie.
Vrydag 25 November 2016
JSE aandele
Fitch Revises South Africa's Outlook to Negative - CNBCAfrica.
Die JSE was vandag +0.27% hoër. Die Rand is dieselfde op R14.15. Brent olie is af na $48.13. Die goudprys is af na $1185.00.
Groot stygings: Lewis +11.8% na R35.00, GFields +3.4% na R44.98, SunInt +3.2% na R79.99, NEPI +3.1% na R161.39, Netcare +2.5% na R33.48, Mr Price +2.2% na R148.11, AB Inbev +2.2% R1483.29, Steinhoff +2.1% na R68.50 (R443M verhandel).
Groot dalings: Nampak -4.5% na R15.95, PPC -3.5% na R5.55, Lonmin -3.2% na R29.75, Exxaro -2.1% na R105.00.
Naspers (NPN) se inkomste vir die 6m tot Sep was dieselfde as verlede jaar in $, en vwVPA +14% hoër na $1.26, of kern +26% hoër na $2.09. Inkomste bydraes: Tencent 50%, internet handel 20%, TV 24%, gedrukte media 4%. Inkomste groei: internet handel +14%, TV -8%, gedrukte media -13%. Handels wins marge: Tencent 44%, internet handel -21%, TV 13.7%. Handels wins per aandeel: Tencent R49.1 (jaar gelede R36.4), internet handel -R9.5 verlies (-R10.1), TV R7.4 (R13.6); teenoor 'n aandeel prys van R2070.99.
Johann Rupert's job cuts at Richemont shock Swiss watchmakers - Fin24.
Masstores' Game wins ConCourt battle against Pick n Pay - Fin24. "... to have the right to operate as a supermarket that sells fresh foods at a Western Cape shopping centre".
Indigestion over Dis-Chem listing - Financial Mail. Gewoonlik val die aandeel prys terug na die aanvanklike aanbod, soos wat die voor-notering kopers wins vat, omdat hulle nie belang stel in lang termyn belê nie.
Op die internet
The Arctic Is Seriously Weird Right Now - Scientific American.
Here's What Happened When Ancient Romans Tried To 'Drain The Swamp' - Zero Hedge. "Rome’s greatest threat had become the Germanic barbarian tribes" – demografiese veranderings in die VSA weens immigrasie en verskille in bevolkings groei is waarskynlik ook die hoofrede vir die verval van die beskawing. Demokrasie lei na skuld wat buite beheer raak – om geld te leen vir regerings uitgawes is makliker as om belasting te hef.
A Recession Could Change Everything - Zero Hedge. Wat onverstaanbaar is dat beleggers opgewonde raak oor die vooruitsigte van hoër rentekoerse. Dit is nie goed vir die ekonomie nie. Dit beteken die partyjie van voorspoed deur meer skuld aan te gaan, is verby.
Op die internet - Suid Afrika
SABC loses bid to sue TV retailer Masstores - BusinessLive.
Naspers to close five magazines - BusinessLive. TopCar, Top Gear, Grazia, Leef en Ideas/Idees.
#BlackFriday: The ultimate guide to over 50 online sales - Fin24Tech.
This luxury house just smashed the auction record in South Africa – bought by a billionaire’s daughter - BusinessTech. Lyk na 'n water lek onder die balkon. Dalk 'n gebrek aan dreinering.
Revealed: SA’s healthcare crisis - Business Day. Dit is nie werklik 'n krisis, want almal het aangeneem dit sal
gebeur met die transformasie na 'n primitiewe Afrika land.
Donderdag 24 November 2016
JSE aandele
Die monitêre beleids komitee het rentekoerse onveranderd gelaat. Die geld voorraad groei het weer begin styg, maar is steeds baie laer as gewoonlik: Jun=5.58% Jul=4.41% Aug=5.48% Sep=5.64%. Inflasie word nou meestal veroorsaak deur laer doeltreffendheid (lone styg meer as produksie, regering belas produktiewe mense en spandeer dit op onproduktiewe aktiwiteit).
Die JSE was vandag -0.1% laer. Die Rand is sterker na R14.15. Brent olie is op na $49.11. Die goudprys is op na $1186.50.
Groot stygings: Grindrod +4.7% na R13.45, Anglo +3.4% na R220.70, MTN +2.1% na R116.50, Richemont +2.1% na R90.49, BHP Bill +1.9% na R240.88.
Groot dalings: Rhodes -7.0% na R26.40 (versnelde boekbou prys van gister was R26.50, 25M meer aandele as 226M nou), ArrowH -4.5% na R8.36 (val is ekwivalent aan 6m se huur, 3m huur is cum 6 Dec), Nampak -3.4% na R16.70, Sibanye -3.4% na R30.15, Ascendis -3.2% na R24.90, Netcare -2.6% na R32.67, FirstRand -2.5% na R50.31 (R854M verhandel).
Tradehold (TDH) se inkomste vir die 6m tot Aug was +71% hoër, en wVPA af van 3.9p na 1.3p, of kern op van 3.1p na 5.7p. Lae handel.
Bid Corp (BID) het 8 verkrygings gedoen in die eerste 5 maande van die finansieële jaar.
Vukile (VKE) se huur uitkering vir die 6m tot Sep maak die opbrengs (83.126c+67.65c)/R17.56 = 8.6%. Groei van 7% word verwag.
Esor (ESR) se inkomste vir die 6m tot Sep was -13.8% laer, en vwVPA +2.7% hoër na 2.07c.
Quantum Foods (QFH) se inkomste vir die jaar tot Sep was +12.8% hoër, en wesens VPA 28c teenoor 54c 'n jaar gelede. 'n Dividend van 6c word betaal.
Op die internet
Germany's NordLB Bank: "40% Of Our Shipping Loan Book Is Non-Performing" - Zero Hedge.
Barcelona fines homesharing sites Airbnb and Homeaway - Reuters.
Op die internet - Suid Afrika
Vietnam cans Russian nuclear deal: A lesson for South Africa - Rand Daily Mail. Hoe beplan die lande om koolsuurgas vrystellings te beëindig? Europese lande verbrand steeds gas vir hitte.
SABC owes more than R25m in royalties to SA’s musicians - BusinessDay. Ons gaan net plaaslike musiek speel. Hoera! Julle gaan nie betaal word nie. Oh.
INFOGRAPHIC: S&P's credit ratings for SA since '94 - Fin24.
SASSA Grant Switchover: Minister Dlamini fumbles her way through Scopa, displays no clear grasp of issues - Daily Maverick.
Woensdag 23 November 2016
JSE aandele
Die JSE was vandag -1.0% laer. Daar is mense wat nou eers myn aandele oppraat, nadat dit alreeds grootliks herstel het. Wanneer beleggers uit die mark wil klim, veroorsaak dit groot handel in Naspers en MTN, met R2836M en R1008M wat verhandel het. Die Rand is swakker na R14.25. Brent olie is af na $48.97. Die goudprys is af na $1184.90.
Groot stygings: ConsInfra +5.7% na R22.40, Barworld +5.5% na R101.75 (R393M verhandel), South32 +3.6% na R29.58, Anglo +3.1% na R213.38 (R844M), Bidcorp +2.0% na R256.00 (R495M), Tigbrands +2.0% na R849M (R384M), BHP Bill +1.9% na R236.30 (R388M).
Groot dalings: Implats -5.3% na R47.49, Redefine -4.9% na R10.32, Naspers -3.8% na R2100 (Tencent -0.77%), AngGold -3.6% na R152.01, Harmony -3.5% na R31.69, Nedbank -3.4% na R230.87, Netcare -3.3% na R33.54, MTN -3.2% na R114.10.
VIA Outlets, waarin Hammerson PLC (HMN) 'n 47% belang het, bekom 'n Europese portefeulje van eiendom, met 'n bate waarde van €587M, en 'n opbrengs van 5.5%.
Tiger Brands (TBS) se inkomste vir die jaar tot Sep was +0.4% hoër of herverklaar +10.6%, en vwVPA +18.5% hoër na 2082c, of voortgeset +1.4% na 2085c. Die prys/verdienste is R388.77/2085c = 18.6. Die dividend opbrengs is (363c+702c)/R388.77 -15% = 2.3%.
Tsogo Sun (TSH) se inkomste vir die 6m tot Sep was +8% hoër, en verstelde vwVPA dieselfde op 88c. Die prys/verdienste is R29.27/(108.5c+88c) = 14.9. Die dividend opbrengs is (67c+34c)/R29.30 -15% = 2.9%.
The iron ore rally just won't quit as prices surge higher - Business Insider Australia. Dit is nog ver van die $120 tot $180 bereik van 2009 tot 2014. Die Rand prys is op die oomblik wat die gemiddelde prys was in 2014, toe Kumba se VPA R34.26 was. Kumba verhandel nou teen R171, dus kan nog baie styg as die yster erts prys hier bly.
Op die internet
Trump to Apple's Cook: 'Build a Big Plant' in the US - PC Mag. As die VSA minder invoer, dan gaan hulle noodwendig ook minder uitvoer. Die beste oplossing vir enige land is om die produkte te produseer wat die hoogste lone betaal.
Obstacles To Trump's "Growth" Plans - Zero Hedge. Dit lyk of die huidige VSA groei die gevolg is van meer skuld, en goedkoop invoere weens die sterk dollar, wat inflasie af hou. Om vervaardiging terug te bring, sal arbeids koste meer mededingend moet wees, deur die dollar te verswak. Invoer beperkings en subsidies versterk die dollar, wat die teenoorgestelde resultaat het.
Op die internet - Suid Afrika
House of Cards: IPID to charge National Police Commissioner over R8 million mansion - Daily Maverick.
Inappropriate DMR appointment causes concern - Mining Weekly. "... appointment of inexperienced Seipati Dhlamini to the key position of Mineral Regulation deputy-director general in charge mining licence awards."
Minimum wage is always zero - Moneyweb.
Dinsdag 22 November 2016
JSE aandele
Die JSE was vandag +1.0% hoër, met kleinhandelaars op met 4-6%, en goud myne af. Die Rand is sterker na R14.17. Brent olie is op na $49.45. Die goudprys is af na $1208.00.
Groot stygings: Aveng +6.2% na R7.55, Grindrod +5.8% na R13.33, Foschini +5.8% na R143.99 (R239M verhandel), Massmart +5.1% na R114.04, PicknPay +5.0% na R65.40, Mpact +4.5% na R32.49, Truworths +4.5% na R72.08 (R228M), ARM +4.4% na R109.50, Reunert +4.3% na R64.14, Clicks +4.1% na R120.73, Lewis +4.1% na R31.95, Capitec +4.1% na R676.10, Anglo +4.0% na R206.99 (R651M).
Groot dalings: GFields -6.3% na R44.19, Harmony -4.2% na R32.83, AngGold -4.1% na R157.76, Sibanye -4.0% na R32.00, Richemont -3.9% na R89.13 (R687M verhandel).
Reunert (RLO) se inkomste vir die jaar tot Sep was +3% hoër, en vwVPA -1% laer, of genormaliseerd +17% hoër. Die prys/verdienste is R64.00/656c = 9.8. Die dividend opbrengs is 439c/R64.00 -15% = 5.8%.
Stor-age Property (SSS) se uitkering vir die 6m tot Sep gee 'n ekwivalente opbrengs van 2x43.04c/R10.40 = 8.3%. Lae handel. Hulle koop Storage RSA vir omtrent R297 miljoen en Somerset West (Pty) Ltd vir R40 miljoen (vergeleke met Stor-age Property se inkomste nou van 2x R78.526 miljoen)
Transaction Capital (TCP) se inkomste vir die jaar tot Sep was +12% hoër, en wVPA +17% hoër na 80.6c. Lae handel.
Op die internet
EU Retaliates Against US Banks, London: Global Trade War Tit-For-Tat - Talk Markets.
Op die internet - Suid Afrika
JSE now the Springboks of the investment world - Moneyweb. Aandele word opgehou ten spyte van swak resultate, omdat fondse die publiek se geld moet belê.
Gauteng commits to investing in education and health - BusinessLive. Die nasionale regering se basiese opvoeding werk uit op R1260 per maand vir elke huishouding van twee volwassenes (armes in plakkerskampe ingesluit). Huishoudings in Gauteng betaal nog R805 per maand daarvoor. 'n Minimum loon van R3500 dek nie eers die nasionale regering se uitgawes van R4000 per volwasse nie. Die regering spandeer meer geld op mense as hulle bydrae tot die ekonomie.
Summer rainfall brings relief to Vaal Dam - BusinessTech. " ... recent rainfall has helped the Vaal Dam’s water level rise from 26.5% to 31.5% over the past week."
Pick n Pay introduces tap and go technology to speed up service at its tills - BusinessLive.
Maandag 21 November 2016
JSE aandele
Die JSE was vandag -0.14% laer. Die Rand is sterker na R14.26. Brent olie is op na $48.45. Die goudprys is op na $1213.93.
Groot stygings: BarWorld +6.8% na R93.98 (R198M verhandel), Glencore +3.6% na R48.06, Exxaro +3.3% na R105.00, ARM +3.2% na R104.90, Netcare +2.9% na R35.00, Grindrod +2.9% na R12.60, Anglo +2.8% na R198.97 (R437M), Lewis +2.7% na R30.70, Sasol +2.6% na R377.50 (R626M).
Groot dalings: Brait -3.8% na R90.00, Woolworths -3.6% na R65.76, Steinhoff -2.8% na R69.00 (R392M), Dis-chem -2.7% na R20.90, Medclin -2.4% na R131.50.
Nampak (NPK) se inkomste vir die jaar tot Sep was +11% hoër, en die vwVPA 107.3c (2.4c vir die 2de helfte), teenoor 179.9c 'n jaar gelede. Wisselkoers verliese was 107.4c per aandeel (25c in 2015 – lande met hoë inflasie). Geen dividend vir die jaar.
Netcare (NTC) se inkomste vir die jaar tot Sep was +12.1% hoër, en vwVPA 117.1c teenoor 170c 'n jaar gelede, of verstel 199.5c teenoor 189c 'n jaar gelede. Die prys/verdienste is R34.43/199.5c = 17. Die dividend opbrengs is 95c/R34.43 -15% = 2.3%.
Pioneer Food Group (PFG) se inkomste vir die jaar tot Sep was +10% hoër, en die vwVPA +39% hoër na 840c (+8.8% vir die 2de helfte), of verstel +7.0% hoër na 820c. Die prys/verdienste is R161.98/820c = 20. Die dividend opbrengs is 365c/R161.98 -15% = 1.9%.
Astral (ARL) se inkomste vir die jaar tot Sep was +6% hoër, en vwVPA -52% laer na 964c (191c vir die 2de helfte). Die finale dividend is 100c. Die prys/verdienste R121.30/964c = 12.6 (as 2de helfte herhaal ~ 32).
Barloworld Ltd. (BAW) se inkomste vir die jaar tot Sep was -1.7% laer of +6.1% hoër, en vwVPA +3.1% hoër na 836.0c, of sonder die SEB koste van laasjaar -9.3% laer.
Rhodes Food Group (RFG) se inkomste vir die jaar tot Sep was +37% hoër, en vwVPA +70% na 126.5c (78.4c vir die 2de helfte), of genormaliseerd +51% hoër. As die 2de helfte herhaal, sal prys/verdienste R27.50/~2x78.4c = 17.5 wees. Die dividend opbrengs is 42.2c/R27.50 -15% = 1.3%.
Iron-ore’s party gives way to hangover as China stockpiles surge - Mining Weekly.
Op die internet
How Hard (or Easy) It Will Be for Trump to Fulfill His 100-Day Plan - NY Times.
An American Living In Norway Explains Why He Voted For Trump - Zero Hedge.
Op die internet - Suid Afrika
Here is how the DA wants to change your next visit to hospitals in South Africa - Businesstech.
Agri SA wants more talks on minimum wage - IOL. Werkgewers behoort 'n bruto loon te betaal, en dan byvoordele soos behuising af te trek. Loon syfers wat gebruik word sonder om byvoordele te noem, skep 'n wanindruk.
S&P cites growth as panel sees junk status - Business Day. Die begrote uitgawes vir die jaar tot Feb 2017 is 11.6% meer as die inkomste, en is op van die 10.5% in Feb 2016. Totale netto lening skuld gaan op met +11.1%. Die regering kan nie hulle uitgawes en wan-spandering beheer nie, en dink dat ekonomiese groei hulle gaan red.
Sondag 20 November 2016
Op die internet
NASA Confirms: 'StarTrek' EM-Drive Propulsion System "Appears to Work --To Mars in 70 Days" - DailyGalaxy.
Can You Really Time The Market? - Talk Markets.
New Cars Are Getting Harder To See Out Of - Jalopnik.
JSE aandele
SA to exhaust gold reserves in 38 years - Fin24. "SA shows gold production has come down by 57% for the period between 2003 and 2013".
Saterdag 19 November 2016
Op die internet
Dark Matter and Dark Energy -- "Could Signal the Presence of a Vastly Advanced Billion-Years-Old Alien Intelligence" - Daily Galaxy.
Santa Monica To Require New Single-Family Homes To Be Net-Zero Energy - Clean Technica. Elektrisiteits opwekking sal moet verdubbel – sonkrag bedags by die huis, en krag van elektrisiteits verskaffers saans. Selfs met tuis batterye sal elektrisiteits verskaffers volle kapasiteit moet handhaaf vir bewolkte dae.
The Difference Between GAAP And Non-GAAP Q3 Earnings For The Dow Jones Was 25% - Zero Hedge.
Vrydag 18 November 2016
Op die internet
S&P 500 Q3 earnings (pdf) - Factset.
The Numbers Look Great... As They Always Do Before A Crash - Zero Hedge.
Memo To Millennials: That Awful Feeling You've Got Is Called Losing - Zero Hedge. Elke verkiesing raak mense opgewonde oor die kandidate, en elke keer volg 4 jaar van teleurstellende regering.
CRISPR gene editing will be used in living humans to counter aggressive lung cancer - NextBigFuture.
Op die internet - Suid Afrika
Jurgens Ci skrap sy Jurgens-reeks... - Wegsleep. "Jurgens Ci se vlagskip-Jurgensreeks word nou met ’n spiksplinternuwe reeks vervang."
Average cost to build a house up 6.9% y/y - Fin24.
Kids who drink whole-fat milk slimmer than those who drink low-fat - Times Live.
SA attraction makes National Geographic Traveler's 'must-visit' list for 2017 - Sunday Times.
SA’s diplomats living it up abroad - BusinessLive.
JSE aandele
Die JSE het onveranderd geëindig. Die Rand is dieselfde na R14.34. Brent olie is af na $46.55. Die goudprys is af na $1209.40.
Groot stygings: M&R Hold +7.8% na R11.75, Metair +5.0% na R21.30, Tongaat +3.5% na R130.00, Coronation +3.0% na R73.77, Curro +2.5% na R49.20, Naspers +2.0% na R2187.34.
Groot dalings: Kumba -7.1% na R156.05 (R130M verhandel), Harmony -6.1% na R34.67, Exxaro -4.7% na R101.68, Assore -3.9% na R242.15, AngGold -3.9% na 163.73 (R292M), Sibanye -3.4% na R33.29 (R151M), Amplats -3.4% na R299.67, Anglo -3.2% na R193.50 (R446M), GoldFields -2.8% na R47.70, Glencore -2.8% na R46.37.
Dis-chem (DCP) het op die eerste dag op R21.48 geëindig, wat 16% hoër as die R18.50 prys waarteen aandele verkoop was voor notering, met 22.11M aandele wat verhandel het.
Naspers (NPN) verwag vir die 6m tot Sep 'n kern VPA wat +23% tot +28% hoër is, en wesens VPA +10% tot +15% hoër (in $).
Omnia (OMN) verwag vir die 6m tot Sep 'n wesens VPA van 370.5c tot 395.2c, -20% tot -25% laer.
MTN Group: An African Company With A Lot Of Problems And Potential - Talk Markets.
Donderdag 17 November 2016
Op die internet
William Watson: Trump should know that protectionism is for losers - Financial Post.
Ford tells Trump no Lincoln SUV production going to Mexico - Reuters.
The Big Four Economic Indicators: The Bounce In Real Retail Sales Continues - Talk Markets. Tot watter mate word die groei bereik deur al meer skuld aan te gaan?
Carmakers show their caution on electric cars at Los Angeles Auto Show - Reuters.
Op die internet - Suid Afrika
Ford Mustang: Muscling in - Financial Mail.
Transport department signs off on new speed limit - BusinessTech. Wat hulle behoort te doen is om alle voertuie tot 90km/u te beperk op enkelbaan paaie (sonder oop stuk grond tussen die twee rigtings verkeer). Vir voertuie om teen 120km/u by mekaar verby te ry is uiters gevaarlik. Paaie was oorspronklik gebruik vir perde karre wat baie stadiger beweeg het.
Not even Ramaphosa's vote enough to pass revenue bill - Fin24.
State entity failures signal wider crisis - BusinessLive.
ANC Chief Whip sues Hlaudi Motsoeneng for R1 million - MyBroadband.
Irregular expenditure of Des van Rooyen's dept up 184% - Fin24.
JSE aandele
Die JSE was vandag +1.23% hoër. Die Rand is dieselfde na R14.31. Brent olie is op na $46.91. Die goudprys is dieselfde op $1226.70.
Groot stygings: Assore +10.7% na R252.08, DRDGold +6.7% na R6.04, Grindrod +5.7% na R12.09, Kumba +5.4% na R168.00, Imperial +4.4% na R168.00, AngGold +4.2% na R170.43, Implats +4.1% na R51.00, MTN +3.1% na R114.30 (R1907M verhandel), Steinhoff +3.1% na R70.75 (R564M), Sasol +3.0% na R368.62 (R705M).
Groot dalings: ConsInfra -3.0% na R21.30, Lonmin -2.2% na R31.95, Greenbay -1.9% na R1.53.
Oceana (OCE) se inkomste vir die jaar tot Sep was +34% hoër, en vwVPA +20% hoër na 640.5c. Die prys/verdienste is R115.64/640.5c = 18. Die dividend opbrengs is 469c/R115.64 -15% = 3.5%.
Argent (ART) se inkomste vir die 6m tot Sep was +10.9% hoër, en vwVPA +27% hoër na 42.5c. Die prys/verdienste is R4.40/(29.3c+42.5c) = 6.1. Die dividend opbrengs is 19c/R4.40 -15% = 3.7%.
Investec (INL) PLC (INP) se totale bedryfs inkomste voor waarde verminderings verliese op lenings was +6.0% hoër, en vwVPA +19% hoër na 23.8p. 'n Dividend van 10p word betaal.
Peregrine (PGR) se totale inkomste vir die 6m tot Sep was +8.2% hoër, en die vwVPA +6.1% hoër na 118.5c.
Woensdag 16 November 2016
Op die internet
What’ll Happen to Housing Bubble 2 as Mortgage Rates Jump? - Wolf Street.
The Fatal Flaw in Trump’s Economic Plan… - Wall Street Examiner. Donald Trump se infra struktuur uitgawe plan van $1 triljoen lyk nie so erg teenoor die bestaande skuld van $19 triljoen nie. Dit lyk ook min relatief tot die BBP (Bruto Binnelandse Produk) van $18 triljoen, wat beteken dat die impak op die ekonomie ook klein sal wees, as dit eenmalig is.
Two-Thirds Of Workers In Developing Nations To Be Replaced by Robots, Report Warns - Zero Hedge.
Mortgage Applications Crash 30% As Borrowing Rates Surge - Zero Hedge. As inflasie klim, en rentekoerse gaan op tot waar huis eienaars nie meer hulle lenings paaimente kan bekostig nie, is wanneer die depressie kom. Mense het bo hulle vermoë gelewe op goedkoop lenings.
Who’ll Get Hit by Fallout from the $11-Trillion Commercial Property Bubble in the US? - Wolf Street.
Op die internet - Suid Afrika
SA mining charter talks “flawed” and “limited”: Chamber of Mines - Miningmx.
Failure to elect officials draws ire in hung municipality - BusinessLive. "Nquthu local municipality and uMzinyathi district municipality are two of the nine KwaZulu-Natal municipalities that had hung councils after the August 3 local government elections."
Sanral slammed for over R1.6bn irregular spend - Fin24.
JSE aandele
Die JSE was vandag +1.16% hoër. Die Rand is swakker na R14.32. Brent olie is op na $46.63. Die goudprys is dieselfde op $1226.40.
Groot stygings: Assore +6.7% na R227.78, Mr Price +5.9% na R141.89 (R551M verhandel), Transcap +5.1% na R14.72, Massmart +4.8% na R109.60, Telkom +4.5% na R65.72, Netcare +4.2% na R34.77, EOH +4.0% na R157.00, Spar +3.9% na R182.00, Ascendis +3.6% na R24.24, Supergroup +3.3% na R38.62, PSG +3.3% na R204.11, PicknPay +3.0% na R64.01, Naspers +3.0% na R2130.00.
Groot dalings: Delprop -5.6% na R7.15, RI Plc -3.5% na R6.70, LifeHC -3.1% na R32.34 (R489M verhandel), Implats -2.4% na R49.01.
Life Healthcare (LHC) koop Alliance Medical vir £553M + £40M, wat vir die jaar einde Maart 'n netto wins van £9M gehad het.
Brait (BAT) se waarde van beleggings was R105.06 per aandeel op 30 Sep 2016, -14.9% laer as 'n jaar gelede. Die Rand het 15% versterk teen die £ oor die tydperk. Die Rand-£ wisselkoers is nou omtrent dieselfde as op 30 Sep. Verkope groei van afdelings: New Look -5% (6m tot Sep), Virgin Active +6% (9m tot Sep), Premier +27% (jaar), Iceland Foods +1.3% (6m tot Sep).
Arrowhead (AWA) se huur opbrengs vir die jaar tot Sep is 82.55c/864c = 9.6%. Groei van 6.0% tot 8.0% word tot Sep 2017 verwag.
Spar (SPP) se inkomste vir die jaar tot Sep was +25% hoër, en vwVPA +31% hoër na 1009.4c. Die prys/verdienste is R175.10/1009.4c = 17.3. Die dividend opbrengs is 665c/R175.10 -15% = 3.2%.
Steinhoff NV (SNH) betaal 'n tussen dividend vir die 12m tot Junie van €0.12.
DAWN (DAW) se inkomste vir die 6m tot Sep was -9.9% laer, en wVPA 'n verlies van -131.87c.
PPC (PPC) se inkomste vir die 6m tot Sep was -14.4% laer (+14.6% hoër as die vorige 6m – altyd hoër). Die vwVPA was -83% laer na 14c met verdunning deur regs aanbod (-57% daarsonder). As dit herhaal is die prys/verdienste is 588c/~2x14c ~21. Geen dividend is verklaar nie.
Tencent (waarin Naspers belê is) se inkomste vir die 3de kwartaal was +52% hoër, en verdunde verdienste per aandeel +41% hoër.
Iron ore price stabilizes after sharp drop - Mining.
Dinsdag 15 November 2016
JSE aandele
Iron ore price plummets 9% - Mining.
Iron ore retreats with Chinese steel, coal after frenzied rally - Reuters.
Die JSE was vandag -0.61% laer. Die Rand is sterker na R14.15. Brent olie is op na $46.10. Die goudprys is op na $1226.70.
Groot stygings: Tharisa +12.0% na R28.00, RB Plats +5.7% na R36.29, Telkom +5.3% na R62.69, Truworths +5.1% na R66.24 (R249M verhandel), Massmart +5.0% na R104.60, Foschini +4.6% na R131.85, AngGold +4.5% na R166.47 (R251M verhandel), Pioneer +4.4% na R157.01, Balwin +4.0% na R7.01, SunInt +3.9% na R77.10, Harmony +3.7% na R37.50, Standard +3.6% na R145.67, GrowPoint +3.3% na R24.49, MrPrice +3.1% na R134.00.
Groot dalings: Kumba -10% na R155.30, Glencore -7.7% na R47.00 (R289M verhandel), Anglo -7.5% na R194.00 (R1220M), South32 -6.4% na R27.60, Assore -6.4% na R213.53, BHP Bill -6.2% na R224.45 (R1241M), ARM -6.1% na R100.00, Lewis -6.0% na R31.20, Exxaro -4.2% na R102.60.
Netcare (NTC) verwag vir die jaar tot Sep 'n wesens VPA wat -30.0% tot -32.5% laer was, weens 'n nie-kontant billike waarde rekenkundige koste wat voortspruit uit 'n verandering in die aannames onderliggend aan die grondslag van waardasie van die Kleinhandel Prys Indeks ruil instrumente deur sy Britse filiaal gehou. Die verstelde wVPA daarsonder word +4.0% tot +6.5% hoër verwag.
Esor (ESR) verwag vir die 6m tot Aug 'n wesens VPA van 2.09c tot 2.21c, +5% tot +10% hoër.
Ansys (ANS) verwag vir die 6m tot Aug 'n wVPA van 6.80c tot 8.31c. Gewoonlik lae handel, maar 1.07M vandag.
Balwin Properties (BWN) se inkomste vir die 6m tot Aug was -8.9% laer, of +20% hoër met gewysigde rekenkundige skatting, en wesens VPA -36% laer na 37c, of gewysig -12% laer na 50c.
Reinet Investments (REI) se netto bate waarde was €28.12 per aandeel op 30 Sep 2016, wat omtrent R43.3 is per JSE aandeel. British American Tobacco PLC maak 67.3% daarvan uit, waarvan die prys van 30 Sep tot nou met omtrent -14% geval het in £.
Coronation Fund Managers (CML) se inkomste vir die jaar tot Sep was -9% laer, en vwVPA -13% laer na 447.6c. Die prys/verdienste is R70.50/447.6c = 15.8. Die dividend opbrengs is 447.0c/R70.50 -15% = 5.4%.
Telkom (TKG) se inkomste vir die 6m tot Sep was +17.8% of +20.6% hoër (verkryging van Business Connexion, +2.0% daarsonder), netto bedryfs inkomste was +3.3% hoër, en vwVPA 329.8c teenoor 68.6c 'n jaar gelede (vroeë aftree pakkette). As dit herhaal, is die prys/verdienste R59.71/2x330c ~ 9.0. Die dividend opbrengs is (270c+131.23874c)/R59.71 -15% = 5.7%.
Insurers declare a catastrophe - BusinessLive.
Only one in seven SA fund managers beat the index- Moneyweb.
Mr Price sees its fortunes turning next year - Moneyweb. (Die gehalte van hulle skoene is swak).
New schools listing headed for AltX - Moneyweb.
18 years for man who defrauded Accéntuate of R70m - Fin24.
Chamber welcomes Labour Court setting aside mine stoppage order - Mining Weekly.
Op die internet
India Launches War on Corruption, Hits Cash, Chaos Ensues - Wolf Street.
Where Did All Our Jobs Go? - Cleantechnica. "The enemy isn’t some undefined group of foreigners, it is the machines right here at home."
New Studies Show Horrifying Extent Of Toxic Air Pollution - Cleantechnica.
Chinese company installed secret backdoor on hundreds of thousands of phones - Arstechnica. "In “mistake,” AdUps collected data from BLU Android phones in US."
Emma Stone reacts to Trump's election: It's time to 'speak out' - CNN. Bernie Sanders Urges People to Stand Up Against Donald Trump: ‘We Will Not Be Denied’ - US Weekly.
Rudy Giuliani Is Donald Trump's Top Pick for Secretary of State, Diplomat John Bolton Also in Running - US Weekly.
Op die internet - Suid Afrika
ANC welcomes Concourt decision on ICC - Mybroadband. "In October, the DA filed a court application to declare South Africa's decision to withdraw from the International Criminal Court invalid". "The decision followed several court judgments that the government violated the law by not arresting ICC-indicted Sudanese President Omar al-Bashir during his visit to South Africa in June last year".
Transport chiefs continue to cash in at ailing parastatals - BusinessLive.
Accomplices to the looting (Zimbabwe) - Moneyweb. "He’d just been given his maximum daily withdrawal amount in the form of a bag of 50cent Bond coins ...". Die Zimbabwe geld eenheid is terug. Die VSA dollars het die land verlaat omdat Zimbabwe meer invoer as uitvoer, dalk mielies ingevoer. Kan ook kapitaal uitvloei wees.
Great opportunities for partnerships in the water sector - Moneyweb. "Renewable Energy Independent Power Producer Procurement Programme (REIPPPP)". Wat Suid Afrika nodig het is BTBLA = die Beweging Teen Belaglike Lang Afkortings. Die private vennootskappe maak die dienste duurder, weens wins en hoë salarisse. Die regte oplossing is om bekwame staats amptenare in diens te neem, beginnende by die president. Tolhekke maak ook paaie duurder weens die ekstra administratiewe koste.
Maandag 14 November 2016
JSE aandele
Die JSE was vandag -1.1% laer. Die Rand is dieselfde op R14.40. Brent olie is af na $44.25. Die goudprys is af na $1214.60.
Groot stygings: Kumba +5.3% na R172.50, Lonmin +4.9% na R35.81, Assore +3.2% na R228.07, ARM +2.3% na R106.46 (R164M verhandel), BHP Bill +2.0% (R1423M verhandel), Tsogo Sun +2.0% na R28.70, Glencore +1.8% na R50.92.
Groot dalings: Implats -6.3% na R49.60, Gfields -6.1% na R48.00, AngGold -6.0% na R159.36 (R478M verhandel), Amplats -5.2% na R306.00, Sibanye -4.9% na R33.15, Medclin -4.4% na R132.01, Massmart -4.2% na R99.61, Harmony -3.4% na R36.15, MTN -3.3% na R109.85 (R899M verhandel), Exxaro -3.3% na R107.08, ens. (Naspers -0.79% met Tencent -3.7% laer)
DAWN (DAW) verwag vir die 6m tot Sep 'n wesens verlies per aandeel van -125c tot -145c, teenoor 'n wins van 29.8c 'n jaar gelede, weens eenmalige afskrywings en die swak vertoning van party besighede.
New Europe Property (NEP) se netto rente en verwante inkomste vir die 9m tot Sep was +41% hoër, verdunde verdienste per aandeel was -27% laer na €0.3107, en verspreibare VPA +10.7% hoër na €0.2928.
RockCastle Global Real Estate (ROC) verwag dividend groei van 11% tot 13% tot Des 2016, en dat 21% groei in verspreibare verdienste per aandeel haalbaar is in 2017.
Mr Price (MRP) se inkomste vir die 6m tot Sep was +1.5% hoër, en vwVPA -13.7% laer na 351.2c. Die prys/verdienste is R133.70/(584.4c + 351.2c) = 14.2. Die dividend opbrengs is (419c+228.2c)/R133.70 -15% = 4.1%.
Rhodes Food Group (RFG) verwag vir die jaar tot Sep 'n vwVPA van 124.2c tot 128.0c, +67% tot +72% hoër, of genormaliseerd +48% tot +53% hoër. Dan is die prys/verdienste rondom R25.89/~126c ~ 21.
Vodacom (VOD) se inkomste vir die 6m tot Sep was +0.5% hoër, of +4.1% as herverklaarde waarde, en vwVPA -0.7% laer na 427c. As dit herhaal is die prys/verdienste R143.11/~2xR4.27 = 16.8. Die dividend opbrengs is (400c+395c)/R143.11 -15% = 4.7%.
Tongaat Hulett (TON) se inkomste vir die 6m tot Sep was +11.7% hoër, en vwVPA -6.5% laer, of +3.7% hoër as herverklaarde waarde na 547c. Die prys/verdienste is R116.58/(93c+547c) = 18. Die dividend opbrengs is (60c+100c)/R116.58 -15% = 1.7%.
Invicta (IVT) se inkomste vir die 6m tot Sep was +8% hoër, en vwVPA +31% hoër na 253c. As dit herhaal is die prys/verdienste R59.00/~2xR2.53 ~12. Die dividend opbrengs is (75.28c+72c)/R59.00 -15% = 2.1%.
Dis-Chem vs Clicks - Moneyweb.
Australian economy, retail sector to 'remain tough', says David Jones and Country Road owner - SMH.
Op die internet
So long, OPEC — you’re at the top of Donald Trump’s hit list - Financial Post. Suid Afrika kon ook olie selfstandig gewees het deur Sasol uit te brei. Sasol produksie het in 1955 begin, Sasol 2 is in 1976 in Secunda gestig, en Sasol 3 in 1982.
The end of silicon? IBM is creating 'carbon chips' that can make computers 1,000 times faster - Daily Mail.
Here’s My Experience with Healthcare in Mexico - Wolf Street.
"Tolerant" Educators Exile Trump Voters From Campus - Zero Hedge.
'Utter devastation' after major quake, aftershocks hit New Zealand - Reuters.
Op die internet - Suid Afrika
Leaks to blame for South Africa’s major water losses - Engineering News.
Sondag 13 November 2016
Op die internet
Gigawatt scale solar thermal generates steam for enhanced oil recovery - NextBigFuture. "Glasspoint’s president and chief executive, Rod MacGregor, said that 60 per cent of a company’s operational spending was on fuel for steam generation. However, the sun can deliver steam for less than it would cost through natural gas." Nog meer slegte nuus vir OPEC. En brandstof motors word deur elektrise motors vervang.
Is Microsoft Purposefully Degrading/Crashing Internet Explorer to Bully Users into Upgrading to Windows 10 & Edge? - Wolf Street.
BMW eyes 100,000 electric car sales in 2017: Sueddeutsche - Reuters.
Europe's top truck makers could face 100 billion euro cartel damages claim - Reuters.
Blocks Of Anti-Trump Protest Buses Caught On Tape - ZeroHedge.
'Not my president' protests erupt around the country for the fourth day in a row - Business Insider UK. Dit is moontlik 'n geleentheid vir die nuut verkose president om leierskap te toon deur die gepeupel gerus te stel.
Op die internet - Suid Afrika
Silver lining in Trump win - TimesLive.
How the government’s spectrum plans are costing you money - Mybroadband.
Biometrics fiasco at OR Tambo airport has no quick fix and tourism industry is to blame - Mybroadband.
Saterdag 12 November 2016
Op die internet
Is Trump's $1 Trillion Privately Funded Infrastructure Plan Feasible? - Zero Hedge. Die vraag is wat na die konstruksie gebeur. As die infra struktuur nie deur die ekonomie benodig word nie, gaan dit tydelike werk verskaf, en dan moet die publiek daarvoor betaal.
Weekend brings more anti-Trump protests across nation - CNN.
Plane Captain Makes Plea for ‘Common Decency’ After Post-election Fight Breaks Out on Flight - People.
Op die internet - Suid Afrika
DIY Networks – how to create your own Internet access - MyBroadband.
JSE aandele
Iron ore's trumped up gains are seen at risk after prices doubled - SMH.
Vrydag 11 November 2016
Op die internet
Over 2 Million Hillary Supporters Sign Petition To Overturn Election Results - Zero Hedge.
The Taming of Trump - Nouriel Roubini, Project Syndicate.
EU orders Ryanair, TUIfly to repay illegal Austrian airport aid - Reuters. Die EU probeer nog orde handhaaf, terwyl hulle oorval word deur immigrante, en wanorde in die VSA dreig.
Oil Tumbles To $43 Handle As Iran Production Surged Most Since Sanctions Lifted - ZeroHedge. Trump wil beperkings op olie produksie in die VSA lig, wat die olie prys laag gaan hou.
China 'Devalues' Yuan To Weakest Since Breaking The Peg In 2010 - ZeroHedge. Miskien kan Trump nou na baie dekades 'n einde maak aan die VSA se handels tekort (kapitaal invloei), en China se handels oorskot (kapitaal uitvloei).
Op die internet - Suid Afrika
OPEC points to even bigger 2017 oil surplus - Moneyweb.
JSE aandele
Die JSE was vandag -2.3% laer. Die Rand is swakker na R14.37. Brent olie is af na $44.84. Die goudprys is af na $1234.60.
Groot stygings: Sereit +5.8% na R18.52, Hammerson +4.5% na R100.10, BA Tobacco +4.1% na R777.68 (R739M verhandel), Intu PLC +3.1% na R47.60, Bidcorp +3.0% na R239.20 (R362M verhandel), Transcap +2.8% na R13.99, .
Groot dalings: Harmony -14.1 % na R37.41, Lonmin -11.8% na R34.14, Lewis -7.6% na R33.00, MrPrice -7.2% na R133.70 (R682M verhandel), GoldFields -7.1% na R51.10, Steinhoff -6.5% na R69.17 (R819M verhandel), Sibanye -6.5% na R34.87, Anglo Gold -5.8% na R169.45, LifeHC -5.6% na R33.73, Naspers -5.4% na R2095.00 (R5310M verhandel)(Tencent -3.9%), ens.
Netcare (NTC) se uitkontrakteer van 37 apteke aan Clicks (CLS) is goedgekeur deur die Kompetisie Kommissie (sonder SEB).
Woolworths (WHL) se verkope vir die eerste 19 weke van Julie tot nou was +8.9% meer. David Jones se verkope was +2.2% meer in A$ (lae inflasie). Country Road se verkope was -2.8% laer in A$. Die aandeel prys het alreeds geval. (Nog 'n SA maatskappy wat sukkel in Australië).
Life Healthcare (LHC) se inkomste vir die jaar tot Sep was +12% hoër, en die vwVPA +7.1% hoër na 191.9c. Die prys/verdienste is R35.72/R1.919 = 18.6. Die dividend opbrengs is 165c/R35.72 -15% = 3.9%.
Aspen (APN) het 'n groot kop en skouers patroon gemaak, wat die prys moes afgeneem het na R220, maar prys het gestyg na R310.
Iron ore and coal futures surge points to good times for Aussie miners - ABC. Daar is geen tekort aan yster erts op die planeet nie. As produksie opgaan, sal die prys weer afkom.
Donderdag 10 November 2016
Op die internet
Miley Cyrus, Amy Schumer and Samuel L Jackson will LEAVE America now Donald Trump is President - Mirror UK.
Trump’s First 100 Days: What’s Doable And What’s Not? - Talk Markets.
Anti-Trump Protests Continue Across The US Overnight: Burn American Flags, Smash Windows - ZeroHedge. Mense wat nie demokrasie herken nie.
Op die internet - Suid Afrika
What you need to know about credit card debt in South Africa - BusinessTech.
Scopa sets Hawks on misspent billions at state departments and Sita - BusinessLive. "Scopa this week asked the Hawks to investigate the Department of International Relations, the Department of Basic Education and the State Information Technology Agency (Sita) after they incurred billions in irregular, fruitless and wasteful expenditure."
JSE aandele
Gold Vs US Dollars - Talk Markets.
Die JSE was vandag +1.01% hoër. Die Rand is swakker na R14.01. Brent olie is dieselfde op $45.96. Die goudprys is af na $1268.40. As die klomp gekke wat nou myn aandele opjaag reg is, dan behoort die Rand en ekonomie goed te doen.
Groot stygings: Glencore +11.8% na R49.85 (R1203M verhandel), Kumba +10.9% na R166.30, Assore +10.7% na R228.05, South32 +10% na R30.24, ARM +7.8% na R108.40, BarWorld +7.4% na R92.48, BHPBill +7.1% na R238.43 (R1245M verhandel), Anglo +6.5% na R210.93 (R1740M verhandel), Steinhoff +6.4% na R73.99 (R1292M verhandel), Tharisa +5.9% na R18.00, ens.
Groot dalings: Medclin -9.7% na R137.20 (R852M verhandel), Ascendis -6.0% na R24.90, SunInt -4.7% na R78.34, Remgro -4.6% na R218.44, GFields -4.1% na R55.01, B-Africa -3.6% na R150.48, Woolies -3.6% na R70.30, Implats -3.4% na R53.55, Sibanye -3.3% na R37.28, Shoprite -3.1% na R182.87.
Foschini (TFG) se inkomste vir die 6m tot Sep was +16% hoër, en vwVPA +5.9% hoër na 494c. Die prys/verdienste is R130.29/(580c + 494c) = 12. Dividend opbrengs is (385.0c + 320.0c)/R130.29 -15% = 4.6%. Die totale kleinhandel omset groei vir die eerste 5 weke van die 2de helfte was +13.3%.
Harmony (HAR) se goud produksie vir die 3m tot Sep was 8.63t (jaar produksie het gedaal van 45.4t vir Jun09, en begin afplat by 33.66t in Jun16). Die inkomste van R5.25B is 'n rekord. Kontant bedryfs koste was +12% hoër kwartaal-tot-kwartaal.
Mediclinic Int (MEI) se inkomste vir die 6m tot Sep was +27% hoër in £, en vwVPA -14% laer na 14.9p. As dit herhaal is die prys/verdienste omtrent R153/(2x 14.9p xR16.6) ~ 31. Die tussen dividend is 53.312c.
Sephaku (SEP) se inkomste vir die 6m tot Sep was -3% laer, en vwVPA +40% hoër na 12.28c.
Amplats (AMS) verwag vir die jaar 2016 'n wesens VPA wat meer as 20% hoër is as die toeskryfbare wVPA van 41c 'n jaar gelede.
Sappi (SAP) se verkope vir die 3m tot Sep was -4.5% laer in $, en vir die jaar tot Sep -4.6% laer. Die vwVPA vir die 3m is +31% hoër na $0.21, en vir die jaar +84% hoër na $0.57. Die prys/verdienste is R76.22/($0.57 x R14) = 9.6. Die dividend opbrengs R1.4923546/R76.22 -15% = 1.7%.
Stefanutti Stocks (SSK) se inkomste vir die 6m tot Aug was -16% laer, en vwVPA +7.6% hoër na 48.50c, of -17% laer op besigheid wat voortgeset was. Lae handel.
Trump sends iron ore price to 2-year high - Mining.
Iron ore's enormous rally has been upgraded from 'amazing' to 'gangbusters' - Business Insider.
Woensdag 9 November 2016
Op die internet
Semiconductor-free microelectronics are now possible, thanks to metamaterials - Next Big Future.
Tesla Plans Gigafactory 2 in Europe next year and will boost factory automation and ramp up production for Model 3 - Next Big Future.
‘Trump-Flation’ - Talk Markets. As Trump 30% invoer belasting instel, sal die dollar styg weens laer invoer, tot waar die na-belaste prys van ingevoerde goedere mededingend is. VSA uitvoere sal duurder word, en minder sal uitgevoer word. Handels isolasie sal lewens standaarde verlaag omdat die voordeel van goedkoop invoere verloor word.
The Morning After: Newspaper Covers From Around The Country - Zero Hedge. Donald Trump as president kan baie vermaaklik wees, veral vir mense buite die VSA wat nie geraak word nie.
Brexit Vs US Election - Deja Vu All Over Again - Zero Hedge. Die foutiewe stem peilings kan die resultate beinvloed of veroorsaak, deurdat party mense nie gaan stem nie, omdat hulle dink dit is onnodig volgens die peilings.
2016 Presidential Election Results - Politico.
Op die internet - Suid Afrika
Rains cause floods just days after Humphreys’ warning about blocked stormwater drains - Bedfordview Edenvale News.
GALLERY: Chaos as flash floods hit Joburg - News24.
Time to rate the amorphous rating agencies - IOL.
SIU sues companies for millions - IOL. "The Special Investigating Unit (SIU) is suing several companies that allegedly received tenders without proper procedures from state entities worth hundreds of millions of rands."
DStv looking at letting subscribers pick their own channels - Mybroadband. Die uitsaaier sal kan sien watter kanale die moeite werd is om uit te saai, wat die koste kan afbring.
Trump wins US election in stunning upset - TechCentral.
No basis for grocer probe, says Pick n Pay - Business Live.
EDITORIAL: Malema puts old law to a new test - Business Live.
JSE aandele
Iron ore spot price defies market fundamentals - The West Australian. Dit lyk of groot geld in baie kort termyn idees in die aandeel markte gepomp word. Myne word in een dag opgejaag omdat spekulante dink die wêreld nou skielik meer minerale gaan nodig kry. As die VSA meer op infra struktuuur spandeer, gaan die skuld nog erger word. Die verwagte mark reaksie op Trump se verkiesing was weens media bohaai, verval die liberale media wat 'n negatiewe beeld wou skep.
Die JSE was vandag +0.55% hoër. Die Rand is swakker na R13.58. Brent olie is op na $45.93. Die goudprys is op na $1288.50.
Groot stygings: Glencore +9.3% na R44.59 (R339M verhandel), BHP-Bill +8.1% na R222.69 (R1083M verhandel), Lonmin +7.5% na R37.00, Pan-Af +7.2% na R3.56, Amplats +6.5% na R336.07, M&R Hold +6.1% na R10.20, Sibanye +6.0% na R38.57 (R330M verhandel), Grindrod +5.5% na R11.19, GFields +5.1% na R57.36, Anglo +5.1% na R198.05 (R1177M verhandel), Aspen +5.0% na R304.38, ens.
Groot dalings: Bluetel -3.8% na R19.22, Supergroup -2.9% na R36.63, ConsInfra -2.5% na R23.00, Foschini -2.3% na R133.42 (R348M verhandel), Bidvest -2.3% na R167.50, B-Africa -2.3% na R156.25, Mr Price -2.3% na R146.20, Massmart -2.2% na R113.47, Spar -2.1% na R185.00.
Mazor (MZR) se inkomste vir die 6m tot Aug was +25% hoër, en vwVPA +51% hoër na 21.7c. Lae handel.
Nampak (NPK) verwag vir die 6m tot Sep 'n voortgesette wVPA van 105c tot 110c, teenoor 208.2c 'n jaar gelede.
Consolidated Infrastructure Group (CIL) se inkomste vir die jaar tot Sep was +26% hoër, en vwVPA +16% hoër na 248.4c. Die prys/verdienste R23.99/248.4c = 9.7.
Lewis (LEW) se inkomste vir die 6m tot Sep was +2% hoër, en vwVPA -39% laer na 194.5c. 'n Tussen dividend van 100c word betaal.
New Look in sharp sales decline - IOL. 'n Brait besigheid.
Dinsdag 8 November 2016
Op die internet
Donald's Trump Victory Odds Rise Above 95% - Zero Hedge.
Not With A Bang But A Whimper - Talk Markets.
Die VSA se geld voorraad groei is hoër as Suid Afrika, klaarblyklik 8% in Oktober, 7.4% in Sep (Federal Reserve statistical release pdf).
Global 'greening' has slowed rise of CO2 in the atmosphere, study finds - The Guardian. Die blote feit dat koolsuurgas net 0.04% van die atmosfeer uitmaak is 'n aanduiding dat plante omtrent alles absorbeer. Dit lyk waarskynlik dat plante groei deur ander faktore beperk word, soos droogte.
"We The People" Against Tyranny: Seven Principles For Free Government - Zero Hedge. Die dieper probleem is dat die publiek stem vir partye wat hulle die meeste voordele bied. Die ekonomie word belas totdat daar geen groei is nie. Immigrante stem vir 'n party wat ten gunste is van immigrasie.
Running the Numbers for Tesla’s Solar Roof: How Much Will It Cost You? - GreenTechMedia.
Op die internet - Suid Afrika
South32 opens desalination plant - Engineering News. Een oplossing vir droogte.
Most-watched TV shows in South Africa – DStv, SABC, and Etv - Mybroadband.
State’s double dealing a threat to rights in SA - Business Live.
New ICT BEE code comes into force - TechCentral. 'Cwele said the code will help overcome the “devastating effects of more than 350 years of colonialism and institutionalised apartheid racism”'. Swart ekonomiese bematiging is 'n poging deur swartes om voordele te trek uit die ekonomie wat die blankes geskep het, wat hulle nie self sou vermag het nie. Die grondwet sê: "(3) The state may not unfairly discriminate directly or indirectly against anyone on one or more grounds, including race ... . (5) Discrimination on one or more of the grounds listed in subsection (3) is unfair unless it is established that the discrimination is fair". Die ekonomie bestaan net omdat blankes na Suid Afrika gemigreer het omdat dit 'n Europese kolonie was.
Scathing ConCourt ruling in Sars racism case - Fin24. Volgens die grondwet het alle mense vryheid van spraak, solank dit nie na geweld lei nie. Die grondwet sê: "... the right to freedom of expression ... does not extend to ... advocacy of hatred that is based on race, ethnicity, gender or religion, and that constitutes incitement to cause harm." Die woord "AND" beteken dat die vryheid slegs beperk mag word as dit mense aanhits tot geweld (byvoorbeeld Malema). Die werknemer se grondwetlike reg is geskend.
ANC laughs off calls for Zuma to be sacked, says state capture report ‘inconclusive’ - BusinesTech.
Central Energy Fund grilled by lawmakers on controversial fuel stock sale - Engineering News.
JSE aandele
Die JSE was vandag +0.79% hoër. Die Rand is sterker na R13.35. Brent olie is af na $45.66. Die goudprys is af na $1283.90.
Groot stygings: Kumba +6.1% na R144.00, Adcorp +5.8% na R14.22, Astoria +5.3% na R9.99, FirstRand +4.3% na R51.67 (R1063M verhandel), MTN +3.9% na R118.48 (R957M verhandel), Fambrands +3.5% na R151.20, Telkom +3.4% na R64.50, Standard +3.3% na R151.20 (R1015M verhandel), Assore +3.2% na R201.54, Sanlam +3.1% na R65.53, Barclays Afr +3.0% na R159.95.
Groot dalings: Amplats -4.9% na R315.69, ArcMittal -4.2% na R11.50, Aforbes -2.6% na R5.95, Sibanye -2.6% na R36.40.
Eqstra (EQS) verhandel 15 Nov vir die laaste keer onder die naam. Die nuwe naam is "eXtract".
ArcelorMittal SA (ACL) se plaaslike verkope vir die 3m tot Sep was 20,000 ton meer, en uitvoer 244,000 ton laer.
Accelerate Property Fund (APF) se uitkering vir die 6m tot Sep (+8.1% groei) gee 'n 12m opbrengs van (27.05277c+28.76627c)/660c = 8.5%. Lae handel.
Massmart (MSM) totale verkope vir die 44 weke tot 30 Okt was +7.6% hoër (dit was +8.9% vir die 6m tot Junie).
Maandag 7 November 2016
Op die internet
Mini-nuclear plants could create 40,000 jobs and trigger export bonanza, says Rolls-Royce - Telegraph UK.
Op die internet - Suid Afrika
Your future in the charts - Moneyweb.
Joburg metro to cut off water supply at night under new rationing measures - BusinessTech. Die Vaaldam was in 1938 gebou. Suid Afrika se bevolking was toe 10 miljoen, teenoor 57 miljoen nou.
R600 per light bulb in corrupt ANC contract - Mybroadband. "The DA has uncovered what it calls a corrupt contract where the ANC paid R600 per light bulb and spent R95 million on CCTV cameras which were never installed".
Can the Post Office be saved? - Fin24. Die Poskantoor het een unieke diens gehad, naamlik internasionale pakkette, todat pos begin wegraak het. Die Poskantoor sal eerstens vertroue moet herstel in die betroubaarheid van pos aflewering.
Municipalities cannot hold you liable for old property debt - Moneyweb.
Botswana to sell struggling Chinese-built power plant - Mining Weekly. "Botswana will sell a 600 MW Chinese-built power plant after persistent technical problems since it was commissioned in 2012".
JSE aandele
Die JSE was vandag +1.2% hoër. Die Rand is sterker na R13.41. Brent olie is af na $45.86. Die goudprys is af na $1302.40.
Groot stygings: Rebosis +4.6% na R11.50, Glencore +4.0% na R41.70, First Rand +3.6% na R49.64, Coronation +3.6% na R73.36, Naspers +3.4% na R2205.97 (R2499M verhandel), Brait +3.3% na R92.69, Nedbank +3.3% na R227.50, Standard +3.1% na R146.38 (R711M verhandel), Anglo +2.9% na R187.01 (R724M verhandel), Foschini +2.9% na R133.81.
Groot dalings: Anglo Gold -6.5% na R180.32 (R295M verhandel), Harmony -5.3% na R43.00, Sibanye -5.1% na R37.36, Ascendis -3.1% na R25.40, GoldFields -2.5% na R55.20, Fambrands -2.4% na R146.10.
Spar (SPP) verwag vir die jaar tot Sep 'n wesens VPA van 1002.6c tot 1044.4c, +20% tot +25% hoër. Dan is die prys/verdienste rondom R187.81/~1024c ~ 18.
Rebosis Property Fund (REB) se huur uitkering van 62.66428c vir die 6m tot Aug maak die jaar opbrengs 119.45c/1100c = 10.9%. Groei van 7% tot 9% word tot Aug 2017 verwag.
Raubex (RBX) se inkomste vir die 6m tot Aug was +22% hoër, en vwVPA +22% hoër na 129.8c. As dit herhaal sal die prys/verdienste R25.00/(2x 129.8c) ~ 9.6 wees. Die dividend opbrengs is (42c+45c)/R25.00 -15% = 3.0%.
Brazil environmental agency to fine Samarco daily over dam spill response - Mining Weekly.
Sondag 6 November 2016
Op die internet
Scientists: The Future Is Shit - Gizmodo.
Last majority white election, minorities to give Democrats White House through 2060 - Washington Examiner.
Op die internet - Suid Afrika
Woman fights Vodacom and ABSA after R2 million stolen from her account - Mybroadband.
Met RICA registrasie behoort die identiteit en adres van die sindikaat bekend te wees.
SABC “staff clean-up” costs millions - Mybroadband.
Saterdag 5 November 2016
Op die internet
Class 8 Truck Orders Continue To Plummet Posting 20th Consecutive Monthly YoY Decline - Zero Hedge.
Crushing The $50 Trillion Sideline Cash Conundrum - Zero Hedge.
Paris Agreement On Climate Takes Effect Worldwide - Clean Technica.
GM Cautiously Ramps up Bolt Electric Car Production - Fortune.
Op die internet - Suid Afrika
These are 10 hot areas to invest in property in Gauteng and Cape Town right now - BusinessTech.
Vrydag 4 November 2016
Op die internet
Man living with machine: IBM’s AI-driven Watson is learning quickly, expanding to new platforms - Financial Post. Die eerste mense wat vervang kan word met kunsmatige intelligensie is politici.
Tesla gigafactory will be doubled in size to produce 1 million cars per year and will produce batteries, battery packs and drive systems - Next Big Future. "Tesla recently stated that its current battery cost is $190 per kilowatt hour (kWh) for the Model S electric car. And they are trying to get to less than a $100 per kWh ...". 'n Lood-suur battery wat R1000 kos vir 12V 50Ah, werk uit op $120/kWh. Litium-ioon batterye hou baie langer – wanneer sal dit lood-suur aansit battery in brandstof motors vervang?
Robotics and automation will reduce mining employment by about 50% by 2030 - Next Big Future.
Corolla, Toyota's car for the masses, turns 50 - Reuters.
Since 2014 The US Has Added 547,000 Waiters And Bartenders And Lost 36,000 Manufacturing Workers - Zero Hedge.
Egypt just massively devalued its currency — here's what happens next - Business Insider UK.
Internet Pioneers Slam $750,000 Settlement for the 'Man Who Invented Email' - Gizmodo.
Op die internet - Suid Afrika
No more deals as Groupon closes SA site - Fin24tech. "It went public at $28 a share. It is now trading at around $4".
JSE aandele
Die JSE was vandag -1.1% laer. Die Rand is swakker na R13.60. Brent olie is af na $46.03. Die goudprys is op na $1302.40.
Groot stygings: Richemont +8.1% na R94.25 (R2138M verhandel), Group5 +4.3% na R23.98, ELB Grp +3.7% na R16.90, DRD Gold +3.7% na R7.08, Invicta +3.2% na R58.00 (R1.33M verhandel).
Groot dalings: ARM -4.7% na R93.84, Echo Polska -4.7% na R20.50, Amplats -4.3% na R324.50, Bidvest -3.6% na R162.90, Sanlam -3.3% na R62.49, Naspers -3.3% na R2133.23 (R2844M verhandel), Brait -3.2% na R89.70, Investec PLC -3.1% na R82.14, Woolworths -3.1% na R71.67 (R519M verhandel), Implats -2.9% na R54.07, Clicks -2.9% na R119.85, Steinhoff -2.8% na R70.30, Shoprite -2.7% na R186.05.
Tongaat Hulett (TON) verwag vir die 6m tot Sep 'n wesens VPA van omtrent 547c, teenoor die vwVPA van 585c wat laas jaar verklaar was.
Richemont (CFR) se inkomste vir die 6m tot Sep was -13% laer, en verdunde wesens per aandeel -51% laer na €0.955. As dit herhaal, sou die prys/verdienste R93.04/(2x E0.955xR15.0/10) ~ 32 wees. Die netto wins marge het gedaal van 30% in 2008 na 10.6% nou.
Invicta (IVT) verwag vir die 6m tot Sep 'n wVPA van 251c tot 261c, +30% tot +35% hoër. As dit herhaal is die prys/verdienste rondom R56.32/512c ~ 11. Vorige jare se wVPA van Maart 2013 tot Maart 2016: 737c 765c 726c 375c, nou ~512c.
Donderdag 3 November 2016
Op die internet
Home prices in Toronto suburbs on fire amid ‘intense’ competition for detached houses - Financial Post. "In the city of Toronto, the average sale price of a detached home reached $1,303,339 last month, a 21.7 per cent increase from a year ago."
Sharp Momentum Shift On Anti-Solar Amendment 1 In Florida - Cleantechnica. Die prys van elektrisiteit sal opgaan omdat elektrisiteits verskaffers net elektrisiteit sal verkoop in die aand en wanneer dit bewolk is.
Government Pension Plans Are Headed For Disaster - Zero Hedge.
What The World Looks Like "Ex-Africa" - Zero Hedge.
Goldman Launches ETF Replicating Top Hedge Fund Positions, There Is Just One Problem - Zero Hedge.
Future-proof your TV - Moneysense.
Pound Surges After UK Government Loses Article 50 Lawsuit; Brexit Needs Parliamentary Approval High Court Rules - Zero Hedge.
Scientists find key protein for spinal cord repair - Science Daily.
Op die internet - Suid Afrika
Buy a car - the smart way - Fin24. Tweedehandse motors is soveel goedkoper as nuwes dat dit beter waarde vir geld is, maar 'n mens kan aanvaar dat 'n motor in die gebruikte mark is omdat dit in 'n slegte toestand is.
ANC expresses ‘full confidence’ in Jacob Zuma in face of state capture report - Business Day.
V&A to spend another R37m on cruise terminal - Engineering News.
Gauteng beefs up water crisis team as dam levels hit 27.5% - Business Day.
JSE aandele
Die JSE was vandag -0.29% laer. Die Rand is dieselfde op R13.42. Brent olie is dieselfde op $46.70. Die goudprys is af na $1300.40.
Groot stygings: Capco +5.1% na R48.88 (R164M verhandel), PPC +4.8% na R5.90, Brait +3.9% na R92.70 (R425M verhandel), Astral +3.3% na R129.09, Hammerson +3.2% na R94.50, Sappi +2.9% na R76.30, Exxaro +2.8% na R105.85, Intu PLC +2.4% na R45.53. Maatskappye met Britse belange het gestyg weens die hoër hof se beslissing.
Groot dalings: Truworths -5.5% na R66.97 (R786M verhandel), Woolies -3.6% na R73.97 (R818M verhandel), Foschini -3.6% na R131.63 (R364M verhandel), Gold Fields -3.3% na R57.12, Harmony -3.0% na R44.35, Fambrands -3.0% na R151.28, AVI -2.7% na R3.98. Klere handelaars het geval na Truworths se handels verklaring.
Capital Appreciation (CTA) se inkomste vir die 6m tot Sep was +20% hoër as 5.5m 'n jaar gelede (+10% vir soortgelyke tydperk), en VPA +21% hoër (11% vir soortgelyke tydperk).
Truworths International (TRU) se kleinhandel verkope was +39% hoër vir die eerste 18 weke van 27 Jun 2016 tot 30 Okt 2016. Sonder Office was kleinhandel verkope -1% laer. Soort-vir-soort winkel verkope sonder Office was -5% laer, en produk inflasie was gemiddeld 16%. Office se verkope was +1.4% hoër in £. (Die mark konsentreer op bestaande besigheid, en ignoreer dat nuwe besigheid bykom. Hoë inflasie kan dalk hoër wins beteken).
Glencore (GLN) se 3de kwartaal eie produksie: koper -6%, zink -30%, nikkel +20%, steenkool -11%, olie -25%.
Redefine (RDF) se uitkering vir die 6m tot Aug van 44.3c maak die jaar opbrengs 86c/R11.48 = 7.5%. Die maatskappy verwag groei van 7.5% tot 8.5% vir 2017.
Afrimat (AFT) se inkomste vir die 6m tot Aug was +15% hoër, en vwVPA +25% hoër na 94.0c. As dit herhaal, is die prys/verdienste 2725c/~2x94.0c = 14.5. Lae handel.
Woensdag 2 November 2016
Op die internet
The untold Ontario green-energy scandal is that it’s devastating our rural areas - Financial Post. "Large wind and solar factories give the finger to rural economies, heritage, and property and business values and landscapes, while vast flocks of migrating birds, including endangered species, are killed by these lofty Cuisinarts."
Maersk Shares Sink as Shipping Industry Woes Hurt Profits - Bloomberg.
The BBC Asks - What Really Happened With The Clintons In Haiti? - Zero Hedge.
JSE aandele
Die JSE was vandag -1.21% laer (Nikkei -1.67%, Shanghai -0.63%, FTSE -1.29%, DAX -1.21%, CAC -1.06%). Die Rand is sterker na R13.43. Brent olie is af na $46.71. Die goudprys is op na $1303.30.
Groot stygings: M&R Hold +4.1% na R9.50, Harmony +3.3% na R45.74, Exxaro +3.0% na R102.99, Astral +2.0% na R124.98, Pergrin +2.0% na R26.20, Hulamin +2.0% na R5.20, HCI +2.0% na R133.02.
Groot dalings: Implats -3.9% na R56.90, BHP Bill -3.6% na R199.17, Redefine Int -3.1% na R6.68, Mpact -3.0% na R31.33, Nampak -2.9% na R18.62, BA Tobacco -2.4% na R756.16, Glencore -2.4% na R40.48, PSG -2.4% na R205.58, Grindrod -2.3% na R10.68.
OM Asset Management plc (OMAM), die meerderheids-besitte filiaal van Old Mutual PLC het resultate uitgebring vir die 3de kwartaal tot 30 Sep. VSA GAAP verdienste per aandeel is -2.9% laer.
Equites Property Fund (EQU) koop DSV Distribution Centre in Stoke-On-Trent, Engeland vir £18.14M gebaseer op 'n rente inkomste van £1.036M vir die eerste jaar. Lae handel.
Purple Group (PPE) se inkomste vir die jaar tot Aug was -20% laer, en wesens verdienste per aandeel 'n verlies van -0.35c, teenoor 'n wins van 3.38c 'n jaar gelede. Lae handel.
Trans Hex (TSX) se voortgesette inkomste vir die 6m tot Sep was +2.2% hoër, en wesens VPA 31.4c (voortgeset 9.1c) teenoor 'n verlies van -30.3c 'n jaar gelede. Lae handel.
Mining decline will continue unless new minerals Bill changed – Lorimer - Mining Weekly.
SA to produce 1mt more manganese ore as price leaps - Miningmx.
Dinsdag 1 November 2016
Op die internet
The best electric cars 2016 - Whatcar.
Opinion: This robot could build much of your next house - Market Watch.
FBI Surprises With Files on Bill Clinton ’01 Pardon of Marc Rich - Bloomberg. Wikipedia: "Marc Rich was an international commodities trader, hedge fund manager, financier and businessman. He was best known for founding the commodities company Glencore and for being indicted in the United States on federal charges of tax evasion and illegally making oil deals with Iran during the Iran hostage crisis."
Nigeria's Senate deals blow to President Muhammadu Buhari's borrowing plan - CNBC Africa. "... rejecting his plan to borrow $30 billion abroad for infrastructure projects and budget support until 2018".
Op die internet - Suid Afrika
October new-vehicle sales down 10.1% y/y - Engineering News.
Excuse to keep report on huge PetroSA losses under wraps won’t wash. What’s the big secret? - Biznews.
JSE aandele
Die JSE was vandag +0.82% hoër. Die Rand is naastenby dieselfde R13.58. Brent olie is naastenby dieselfde op $48.97. Die goudprys is op na $1286.80.
Groot stygings: Lonmin +18.0% na R36.20, Implats +9.2% na R59.20 (R261M verhandel), Goldfields +7.9% na R59.15, Harmony +7.8% na R44.30, Sibanye +7.5% na R39.49 (R383M verhandel), Amplats +7.0% na R340.06, PPC +6.2% na R5.84, Anglo Gold +6.1% na R191.60, Assore +5.2% na R191.99, ARM +4.2% na R101.58, Anglo +2.8% na R190.49 (R1113M verhandel).
Groot dalings: WBHO -4.6% na R144.95, Pick n Pay -3.3% na R63.81, Barlow -2.4% na R85.26, Brait -2.1% na R87.68.
Murray & Roberts (MUR) se infrastruktuur en bou platform word aan Firefly Investments 319 Pty Ltd verkoop, 'n nuut ingelyfde entiteit.
Sibanye Gold neem besit oor van Anglo American se Rustenburg platinum myne, en verander die bestuur.
Wescoal (WSL) se omset vir die 6m tot Sep was +37% hoër, en die vwVPA op van 5.0c na 27.8c (22.1c vir die 6m tot Maart). Gewoonlik lae handel.
SA platinum producers dodge strike bullet - Fin24. "Amcu agreed to an increase in basic pay ranging from 7% to 12.5% for each of the three years". Dit is omtrent die nie-amptelike inflasie koers.
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Kopiereg @2016