Saterdag 31 Desember 2016
Op die internet
Dr. StrangeYellen 2: The Belated Rationality Of Post-Crisis Money - Talk Markets.
There Has Been No Real Rotation From Bonds To Stocks - Talk Markets. Daar kan geen rotasie wees nie, want vir elke verkoper is daar 'n koper, tensy effekte uitreikings verminder word, en nuwe aandele gelys word.
"Something Stinks" - Like Iraq WMD Fiasco, Russia Story Doesn't Add Up - Zero Hedge. John McAfee, founder of the security firm McAfee Associates, says ‘I Can Guarantee You, It Was Not the Russians’. Dit lyk of politici geen benul het hoe om die sekuriteits probleme op die internet te hanteer nie. Tegnologiese ontwikkeling het te gevorderd geword vir hulle. Russians leave country retreats in the U.S., ordered out by Obama - Reuters. Malware created by the Russian government was discovered on a computer within a Vermont electric company - Quartz. Washington Post Caught Spreading More Fake News About "Russian Hackers" - Zero Hedge.
2016 is ending on a great note for many of Africa’s endangered animals - Quartz.
Flip or Flop Star Tarek El Moussa Calls 2016 the 'Biggest Defining Year' of His Life - People. Sy flippen huwelik het geflop.
US Doubles Down On Wave Energy, $40 Mil For New Test Bed - Clean Technica.
Vrydag 30 Desember 2016
Op die internet
Everything You Need to Know About Gene Therapy’s Most Promising Year - Technology Review.
The hottest commodities of 2016 and what could take their place in the year ahead - Financial Post.
iPhone manufacturer Foxconn plans to replace almost every human worker with robots
- Verge. Skool leerplanne het min verander die afgelope 50 jaar, terwyl die vaardighede wat die ekonomie benodig drasties verander het.
One Breath Into This Breathalyzer Can Diagnose 17 Diseases - LiveScience.
Tesla owner files lawsuit in California claiming sudden acceleration - Reuters. Dit wys hoe met automatiese bestuur die gebruik van die motor gemonitor moet word as beskerming teen vals eise. Wat gebeur as twee motors met automatiese bestuur vir dieselfde parkeer plek gaan?
Why Politicians Are To Blame For Most Terrorist Attacks - Zero hedge. Die voor die hand liggende oplossing vir Irak en Sirië is apartheid, naamlik die opbreek in state volgens kulturele groep. Die ANC het terroriste geweld in Suid Afrika gepleeg met die ondersteuning van die res van die wêreld.
Cord cutting escalates for Canada TV subscribers in first three quarters of 2016 (Canada) - Financial Post. Koerante het nie aangepas by die internet nie. Satelliet en kabel televisie pas nie aan by die internet nie.
JSE aandele
Die JSE het -0.28% laer gesluit. Die Rand is dieselfde R13.69. Brent olie is op na $56.61. Die goudprys is op na $1159.10.
Groot stygings: Delprop +4.8% na R7.80, Harmony +4.5% na R31.53, Nampak +3.9% na R18.56, Anggold +3.4% na R152.58, AECI +3.1% na R101.10, Aforbes +3.0% na R7.95, GFields +2.8% na R43.59, Sibanye +2.8% na R25.39.
Groot dalings: Sanlam -2.3% na R62.90, FortressA -2.2% na R16.57, Tsogo Sun -2.1% na R27.60, Naspers -1.8% na R2014.09 (R808M verhandel).
Op die internet - Suid Afrika
DStv Now’s growth incredible – IS MD - Mybroadband. As die programme vervelig is, maak die verspreidings kanaal nie 'n verskil nie.
Matric 2016 maths marks adjusted upwards – DA - Mybroadband. Eksamen punte word al vir meer as 50 jaar aangepas. Soos wat leerlinge dommer word, word die vraagstelle makliker gemaak om dieselfde persentasie slaagsyfer te kry. Opvoeding behoort heeltemal verander te word sodat studente bepaalde vaardighede aanleer wat in die ekonomie benodig word.
Dip in SA’s money supply growth in November - BusinessLive. As dit so aanhou kan die lang geskiedenis van 'n swakker Rand tot 'n einde kom, afhangende van ekonomiese agteruitgang met inflasie wat opgaan. Die Rand was sterker as die VSA Dollar voor 1982. A Brief History of the Rand-Dollar Exchange Rate pdf - Old Mutual. Was die 14x verswakking van die Rand as gevolg van die ANC anti-apartheid stryd onvermydelik, weens kapitaal uitvloei en isolasie?
SA private schools boast 98.67% pass rate - BusinessTech. Lyk of slaag standaarde verlaag het.
Zimbabwe misses deadline for paying World Bank, ADB - IOL.
Fuel cells: We don’t have liftoff - BusinessLive.
The history and legacy of Sandton Central - Moneyweb. Die rede waarom Sandton die afgelope 2 dekades so ontwikkel het, is omdat swartes Johannesburg se middestad oorgeneem het. Hoeveel van Suid Afrika se "ekonomiese groei" is weens verskuiwing vanuit vervalle gebiede om alles weer van voor af te ontwikkel elders?
Donderdag 29 Desember 2016
Op die internet
Real Antiaging with a near term drug cocktail and then gene editing and nanotechnology - Nextbigfuture.
Five ‘predictions’ that might actually help you make money (or lose less of it) in 2017 - Financial Post. Dit lyk of die skuld wat opgeloop het, gaan lei na inflasie, hoër rentekoerse, en swakker ekonomie. Daar is niks positief nie.
Get ready for 2017: an investing year of few certainties and plenty of potential risk - Financial Post.
Only twice has the market stayed higher for longer — and both times it crashed - Financial Post.
‘We’re going to be dealing with this for decades’: Abandoned oil and gas wells skyrocket in Alberta - Financial Post.
Italy Slams ECB For Revealing It Has A "Bank Run" Problem - Zero hedge.
US Retaliates Against Russia For "Hacking The Election": Expels 35 Diplomats, Unveils Sanctions - Zero Hedge. "Grizzly Steppe" - FBI, DHS Release "Report" On Russian Hacking - Zero Hedge. FBI analysis fingers Russian spy agencies for U.S. election hacks - Reuters. 'n Oop internet is 'n swak idee.
Solar Power Is Not Merely Least Expensive - Cleantechnica. Dit is as elektrisiteit oornag gestoor word. Wat gebeur as dit bewolk is vir 2 weke? Waar gaan die elektrisiteit vir die piek aanvraag in die winter vandaan kom?
JSE aandele
Die JSE het +0.71% hoër gesluit. Die Rand is sterker na R13.69. Brent olie is dieselfde op $56.36. Die goudprys is op na $1145.80.
Groot stygings: Zeder +6.3% na R7.04, Ang Gold +5.7% na R147.50, Sibanye +5.7% na R24.70, GFields +5.4% na R42.40, Harmony +4.8% na 4.8% na R30.17, Ascendis +4.2% na R25.00, Naspers +3.3% na R2049.99 (R1346M verhandel), JSE +3.2% na R164.14, Clicks +3.0% na R117.00, Aspen +2.8% na R282.81 (R239M).
Groot dalings: Anglo -2.2% na R195.11 (R213M), Glencore -1.9% na R46.29, BHP Bill -1.9% na R218.49.
Ellies (ELI) se inkomste vir die 6m tot Okt was -26% laer, en wesens verdienste per aandeel 'n verlies van -11.3c.
Die aanbod vir Petmin het 46.47% onherroeplike steun.
Motsoaledi announces maximum increase in medicines single exit prices - BusinessLive.
Op die internet - Suid Afrika
Fears of a new civil war in Mozambique as thousands flee mounting hostilities - BusinessLive. Dit is normaal vir Afrika.
By the numbers: Competition policy in SA - BusinessLive.
Woensdag 28 Desember 2016
Op die internet
My Big Tech Predictions for 2017 - PC Mag.
Ritterbusch Warns OPEC Agreement May "Collapse Within Months": Here's Why - Zero Hedge. Hoe hoër die olie prys styg, hoe kleiner gaan OPEC se mark aandeel word, en hoe meer aantreklik word elektriese voertuie.
For the love of God, eat more nuts… and other 2016 diet derps - ArsTechnica.
Most Traded Currencies in 2016 - Visual Capitalist.
Mining 24 Hours a Day with Robots - Technology Review.
JSE aandele
Die JSE het +1.87% hoër gesluit. Die Rand is sterker na R13.85. Brent olie is op na $56.39. Die goudprys is op na $1136.90.
Groot stygings: Harmony +7.3% na R28.80, Sibanye +5.9% na R23.37, Amplats +4.5% na R264.68, Sappi +4.4% na R89.50 (R218M verhandel), Coronation +4.2% na R69.20, Telkom +4.1% na R73.54, MTN +3.8% na R124.80 (R250M), Massmart +3.8% na R127.23.
Groot dalings: Ellies -20% na 32c, RI PLC -3.0% na R6.45, Capco -2.6% na R48.30, IntuPLC -1.8% na R46.56.
Ellies (ELI) verwag vir die 6m tot Okt 'n wesens verlies per aandeel van -9c tot -14c.
Op die internet - Suid Afrika
Top tips on how to flip houses the profitable way - BusinessTech. Die kommentaar onderaan gee meer nuttige inligting. Oordrag kostes in Suid Afrika is te hoog. Dan is daar ook kapitaal wins belasting op die wins, tensy die eienaar daarin woon. As dit 'n besigheid is, is die wins onderworpe aan inkomste belasting.
Vaal Dam level continues to rise - Timeslive. Cape Town drips drop as higher water prices hit home - Timeslive.
WATCH: Is it time to break up Eskom? - Fin24. Dit is 'n goeie idee. Hernubare, groen energie kan apart bedryf word, sodat die werklike koste en bestendigheid van krag duidelik word.
Trump accuses Obama of hampering transition - BusinessLive.
Zambia withholding $243m in tax refunds owed to mining firms - BusinessLive.
Two-year transition period for insurers to phase out primary healthcare policies - BusinessLive.
Dinsdag 27 Desember 2016
Op die internet
America Sold $40 Billion Worth of Weapons to Other Countries Last Year - Gizmodo.
Do You Struggle Making Trades? - Talk Markets. Individuele aandeel pryse word oorheers deur mark bewegings. Die VSA ekonomie was gestimuleer deur 'n groei in skuld teen 8.2% per jaar. Nou verswak die ekonomie, terwyl die aandeel mark al meer oorprys raak. Disney se dividend opbrengs is 2x $0.71 /$105.17 -30% = 0.9%.
Will Globalization Survive Trump? - Talk Markets. Invoer belasting maak nie noodwendig invoere duurder nie. Die uitvoer lande se geld eenheid val teenoor die dollar om die prys van goedere mededingend te hou. Dit maak VSA uitvoere duurder. Die strategie werk solank as wat VSA uitvoere so uniek is dat ander lande bereid is meer te betaal. Met lande soos China wat al meer ontwikkel, maak die strategie VSA uitvoere minder mededingend.
The Great "Fake News" Scare Of 1530 - Zero Hedge.
Government Destroys Couple's Rights Over Rainwater: "If You're Honest, They Take Everything Away - Zero Hedge.
Obama Set To Announce Economic Sanctions And "Covert Cyber Ops" Against Russia For "Election Hacking" - Zero Hedge.
Charges brought against Argentina's former President Cristina Fernandez - Foxnews.
Op die internet - Suid Afrika
Why do 70% to 80 % of small businesses fail within five years? - Moneyweb. Die klein persentasie suksesvolles het moontlik op 'n produk afgekom wat goed verkoop.
Maandag 26 Desember 2016
Op die internet
Barbie’s New High-Tech Dreamhouse Totally Ruined Christmas - Fortune. Gelysde prys $300 ~ R4000. Verkoop vir R10,000 op Bidorbuy.
David Collum: We've Got A Recession Coming - Talk Markets.
Donald Trump Cannot Increase Aggregate Demand - Talk Markets. "Reagan pushed the US out of recession by doubling the national debt and by giving big tax breaks to everyone, including the poor and middle classes". "In my opinion toll roads are just a sophisticated subprime like scam, where profits are privatized and losses are socialized".
The World Of Gold Is About To Change - Talk Markets. Skuld wat al groter word moet eendag lei na inflasie, wat goed is vir die goud prys, weens myn koste stygings. Dit is nie goed vir myne nie. Do Gold Prices Correlate with US Inflation? - Pragmatic Capitalism. Die styging in die goud prys word uitgestel gedurende die opbou van skuld, wat eers later na inflasie lei (groei skuld → druk geld → inflasie → goud). Inflasie word ook afgehou deur goedkoper arbeid in lande soos China, terwyl ander items wel duurder word.
How To Double Your Stock Returns In 2017 - Talk Markets. Tot die mark tuimel.
The Battle of Smartphone Assistants: Siri vs. Google Assistant - Visual Capitalist.
Op die internet - Suid Afrika
MDC-T warns of looming humanitarian crisis in Zimbabwe - IOL.
Grace Mugabe pays military debt to China with 35 elephant calves - New Zimbabwe.
Presidency confirms Tuesday is public holiday - TimesLive. Openbare vakansie dae gaan oor die herdenking van 'n gebeurtenis, en nie oor 'n dag af hê nie. Mense het Sondag 'n geleentheid gehad om Christus te herdenk. Dit lyk na 'n konflik tussen godsdienste, en die staat wat die waarde van herdenkings verlaag ter wille van werker steun.
Sondag 25 Desember 2016
Op die internet
Bank Of Canada Lays Out In YouTube Clip How The Economy Could Tank - Zero Hedge.
How Americans Spent Their Money In The Last 75 Years (In 1 Simple Chart) - Zero Hedge. Dit wys waar die werk is. Dit bevestig hoe min aanvraag daar is vir boeke.
Saterdag 24 Desember 2016
Op die internet
Searching For The Growth Stock Holy Grail - Talk Markets.
IceCap Asset Management On Investing Through The Eyes Of An Ostrich - Zero Hedge. Volstruise steek nie hulle kop in die grond nie. Belasting vermindering deur Trump sal nie noodwendig verbruiker besteding verhoog nie. As regering besteding ook verminder word, verskuif geld bloot van een deel van die bevolking na 'n ander, alhoewel 'n verskuiwing van regering vermorsing na private belegging positief kan wees. As die regering meer geld leen, word die swaarkry uitgestel vir die toekoms, waarin inflasie vinniger styg as lone, en verbruiker besteding swakker word in reële terme.
Shifting Power: Visualizing The World's Largest Cities For The Last 6000 Years - Zero Hedge.
Op die internet - Suid Afrika
The top 10 tech toys and gadgets of the season - Krugersdorp News.
Solidarity’s fledgling private university shows demand and opportunity are thriving - BusinessLive. Dit was te verwagte dat die oorskakeling na dubbel-medium sou lei na meer Engels-sprekende studente as Afrikaanse studente, en dat Afrikaans uiteindelik uitgefaseer sou word. Die verwagting is verder dat die gehalte van onderrig sal verswak.
Billions owed to student financial aid scheme Nsfas - BusinessLive.
Vrydag 23 Desember 2016
JSE aandele
Die JSE het -0.82% laer gesluit. Die Rand is dieselfde op R14.03. Brent olie is af na $54.88. Die goudprys is af na $1132.60.
Groot stygings: Imperial +2.2% na R181.50, Northam +2.0% na R38.60.
Groot dalings: Massmart -2.7% na R122.59, Amplats -2.3% na R253.21, BHP Bill -2.2% na R216.49.
ArcelorMittal SA concludes important steel agreement - Fin24.
Op die internet - Suid Afrika
Embattled SABC’s costs to balloon as revenue continues shrinking - BusinessLive. Nog 'n suksesvolle transformasie deur die ANC.
Op die internet
Poor Data: Weak Economy? - Talk Markets. Die grootste probleem in baie lande is dat groei bereik word deur groeiende skuld, en dit word geïgnoreer.
Top Ex-White House Economist Admits 94% Of All New Jobs Under Obama Were Part-Time - Talk Markets.
The Changing Anatomy of U.S. Oil Imports Over the Last Decade - Visual Capitalist.
Donderdag 22 Desember 2016
JSE aandele
Die JSE het -0.66% laer gesluit. Die Rand is dieselfde op R14.02. Brent olie is af na $55.08. Die goudprys is dieselfde op $1133.30.
Groot stygings: Ellies +36% na 38c, GFields +3.9% na R39.85, AForbes +3.0% na R7.55, ConsInfra +2.6% na R23.29, Amplats +2.6% na R259./05.
Groot dalings: Kumba -4.1% na R159.66, Barworld -3.4% na R115.72, Foschini -3.3% na R153.01, Exxaro -2.6% na R86.01, Imperial -2.5% na R177.68, Pioneer -2.2% na R148.89, Remgro -2.2% na R219.04.
Op die internet - Suid Afrika
Final blow for bicycle cartel - Fin24.
Op die internet
Lawrence Solomon: Proof that a new ice age has already started is stronger than ever, and we couldn’t be less prepared - Financial Post.
The Destructive Power of Inflation - Project Syndicate. "For the 15 years from 1975 to 1990, the annual rate averaged a remarkable 300%".
Federal report: AI could threaten up to 47 percent of jobs in two decades - ArsTechnica. Werkloses kan kunsmatige intelligensie vra wat hulle moet doen om geld te maak. Miskien kan Sarah Connor iets doen voor dit te laat is.
U.S. Shale Is Now Cash Flow Neutral - TalkMarkets. Die aandele verhandel alreeds vir groot winste.
Canada will spend C$750 million to provide all Canadians minimum internet broadband 50 Mbps download / 10 Mbps upload, currently 82% have such access - Nextbigfuture. Wanneer 'n regering die publiek se geld spandeer, het die publiek noodwendig minder geld oor vir ander dienste.
Woensdag 21 Desember 2016
JSE aandele
Die JSE het -0.36% laer gesluit. Die Rand is sterker op R13.96. Brent olie is af na $55.35. Die goudprys is op na $1133.60.
Groot stygings: Tradehold +13.1% na R21.95, AccProp +2.9% na R6.70, AngGold +2.7% na R137.63, Woolies +2.3% na R69.90 (R346M verhandel), BarWorld +2.1% na R119.79.
Groot dalings: Amplats -2.9% na R252.50, Kumba -2.6% na R166.50, Telkom -2.4% na R72.54, InvPLC -2.2% na R90.76.
Op die internet - Suid Afrika
Online hope for matriculants without campus access - Fin24.
'SA's nuclear plan won't blow up the economy' - Fin24. 'n Kern kragstasie onder bestuur van enige Afrika regering is hoë risiko. Koste vergelyking: Medupi en Kusile steenkool kragstasies R306.4B vir 9564MW, hernubare energie R195B vir 2145MW (26 Julie 2016) ekwivalent aan R873B vir 9600MW, kernkrag voorgestel R1000B vir 9600MW? World Nuclear Assoc.: "The US Nuclear Energy Institute suggests that for a coal-fired plant 78% of the cost is the fuel, for a gas-fired plant the figure is 89%, and for nuclear the uranium is about 14%".
'Cape mall attacks, robberies are sporadic' - IOL. "The recent spate of robberies in the Western Cape are just sporadic incidents and the police is on top of the situation, acting national commissioner Khomotso Phahlane said". Roof is al jare buite beheer as gevolg van onbekwame aanstellings onder die ANC.
Choosing your own TV channels – be careful what you wish for - Mybroadband. Die satelliet TV dienste verloor waarskynlik miljoene potensiële kliente omdat die paar kanale wat hulle wil kyk slegs in groot pakkette kom. As alle produkte so verkoop was, sou mense alternatiewe gesoek het. As melk saam met suiker, koffie en beskuit gekoop moes word, sou mense opgehou het om melk te koop.
Op die internet
Trade Policy With China - Talk Markets. Vir solank die VSA kapitaal invloei het, sal dit noodwendig 'n handels tekort hê. Wat van belang is, is die prys van die goedere.
ECB Assets Hit 35% Of Eurozone GDP; Draghi Owns 9.2% Of European Corporate Bond Market - Zero Hedge.
Dinsdag 20 Desember 2016
JSE aandele
Die JSE het +0.93% hoër gesluit. Die Rand is dieselfde op R14.05. Brent olie is op na $55.83. Die goudprys is af na $1127.40.
Groot stygings: ARM +4.4% na R99.35, Assore +3.2% na R231.75, SA Corp +3.1% na R5.63, Rebosis +2.9% na R11.58, NEPI +2.8% na R154.50, Aveng +2.8% na R8.10, Growpoint +2.7% na R25.33, Brait +2.5% na R87.05.
Groot dalings: Sibanye -4.2% na R21.98 (R245M verhandel), Northam -2.9% na R37.60, South32 -1.7% na R26.71.
When will Steinhoff cut these three units loose? - Moneyweb.
Op die internet
Artificial Intelligence, Automation, and the Economy (pdf) - Whitehouse. Die publiek hoef nie daaroor te bekommer nie, want in die toekoms sal kunsmatige intelligense die probleme baie beter oplos as politici.
Will Tax Cuts And More Federal Borrowing/Spending Fix What's Broken? - Talk Markets.
Op die internet - Suid Afrika
Medical scheme lifts lid on fraud amounting to millions - Fin24. Vals mediese eise is seker moeiliker as ander versekering. Die hoë premies op voertuig en huishoudelike versekering lyk buite verhouding met die risiko.
Mozambique cuts power supplies to Eskom - Fin24. "after a fault at the Cahora Bassa hydropower dam". Dis nou ongewoon dat 'n Afrika land 'n probleem het met 'n krag stasie.
All hail Facebook, the copycat king - TechCentral.
Maandag 19 Desember 2016
JSE aandele
Die JSE het +0.38% hoër gesluit. Die Rand is swakker op R14.07. Brent olie is op na $55.04. Die goudprys is op na $1138.80.
Groot stygings: Astrapak +20.8% na R7.25 (aanbod van RPC), Petmin +9.6% na R1.48 (aanbod), CityLodge +6.6% na R145.00, GoldFields +5.1% na R38.66 (R301M verhandel), Old Mutual +3.9% na R34.34, Imperial +3.5% na R179.67, Harmony +3.4% na R26.98, Mr Price +3.3% na R155.05, AB Inbev +2.4% na R1455.35.
Groot dalings: Grindrod -3.7% na R13.72, ARM -3.3% na R95.18, South32 -3.0% na R27.17, Anglo -2.7% na R194.20 (R423M), Tsogo Sun -2.4% na R27.02, NEPI -2.3% na R150.27.
Petmin may go private following R894m private equity bid - Miningmx.
White maize rises by limit on dry weather fears - Fin24.
Op die internet
Bad News for America’s Workers - Joseph E. Stiglitz, Project Syndicate.
Op die internet - Suid Afrika
Criminally stupid police procedures - Fin24. Mense wat die transformasie na 'n standaard Afrika land ondersteun, kry waarvoor hulle gevra het.
Where do most of SA’s tourists come from? - BusinessLive.
IMF's Lagarde guilty of negligence - Fin24. David Shapiro het gedink sy is hoogs bekwaam.
Cops cracking down in South Africa — over 3,000 motorists arrested - Mybroadband.
Sondag 18 Desember 2016
Op die internet
Two Options: Reform The Economic System Now Or The Populists Will - Talk Markets. Inflasie is nodig om skuld af te skryf, en inflasie is een manier om lone reël te verlaag vir ekonomiese groei.
Op die internet - Suid Afrika
Secretary to Parliament splurges R44,000 on chauffeur-driven Mercedes-Benz - BusinessTech.
Robert Mugabe confirmed as Zanu-PF’s candidate for 2018 presidential elections - BusinessLive.
Saterdag 17 Desember 2016
Op die internet
Toward A New World Order, Part III - ZeroHedge. Die grootste rede vir die huidige ekonomiese probleme is oormatige regering besteding (sosialisme vir stemme) en inmenging in die vrye mark.
Vrydag 16 Desember 2016
Op die internet
Are Debt-Laden American Consumers About To Get Crushed By Higher Interest Rates? - Zero Hedge.
China Devalues Yuan To Weakest Fix Since May 2008 - Zero Hedge. VSA invoer belasting kan bydrae tot 'n swakker Yuan/$ – die Yuan moet verswak om ingevoerde pryse na belasting mededingend te maak. Meer Chinese produkte word verruil vir minder VSA uitvoere. Dit is goed vir verbruikers, maar sleg vir vervaardigers. Al oplossing is vir die VSA om kapitaal invloei te beperk om handel in balans te bring, en invoer belasting en subsidies af te skaf.
China Dumps Treasuries: Foreign Central Banks Liquidate A Record $403 Billion In US Paper - Zero Hedge.
Liquid Biopsy Chip Detects Metastatic Cancer Cells in a Drop of Blood - Nextbigfuture.
Exotic holidays, gifts and the $380 million fraud that brought down a Kenyan bank Quartz.
Donderdag 15 Desember 2016
JSE aandele
Die JSE het -2.0% laer gesluit. Die Rand is swakker op R13.97. Brent olie is af na $53.46. Die goudprys is af na $1127.50.
Groot stygings: PSG Konsult +13.8% na R8.50, Merafe +9.6% na R1.60 (R45M verhandel), Metair +5.8% na R22.50, Adcorp +5.1% na R14.70, Italtile +5.0% na R14.20, Sereit +4.0% na R17.79.
Groot dalings: Tradehold -18.5% na R18.75, GFields -9.4% na R36.80 (R550M), AngGold -8.7% na R134.02 (R768B), Kumba -6.8% na R172.35, CityLodge -6.2% na R136.00, Sibanye -6.1% na R22.50 (R558M), ARM -6.1% na R98.43, Amplats -5.5% na R259.07, Anglo -4.7% na R199.65 (R2454M), Resilient -4.6% na R106.50, Rockcastle -4.2% na R32.86, Redefine -4.0% na R10.27.
RPC maak 'n aanbod vir al die aandele van Astrapak (APK), ter waarde van R7.60 per aandeel.
Op die internet - Suid Afrika
Netflix vs Amazon Prime Video in South Africa - Mybroadband. Sonder inligting oor beskikbare programme is daar geen motivering nie.
Auditor General declared Tshwane free Wi-Fi project unlawful - Mybroadband.
SA slaps huge import tax on EU chicken legs - Fin24. Suid Afrika as 'n land behoort die goedkoopste hoender in te voer, net soos dit vir 'n huishouding sin maak om die goedkoopste hoender te koop. Hoe meer goedere SA invoer in ruil vir uitvoere, hoe beter is dit vir die bevolking. Die prys van wit hoender vleis moet eenvoudig opgaan.
Zim power utility owes Eskom over R400m - Fin24.
In 'n epos sê Kaapstad munisipaliteit dat hulle meer as R250M spandeer het op 780km veselglas kabel en 301 Wi-Fi punte. Met gratis internet toegang, is gesteelde selfone meer aantreklik. ICASA behoort die gesubsidieerde dienste te verbied wat inmeng met private mededinging. Insluitende die Wi-Fi toerusting was die koste R320 per meter.
Standard Bank Heads to Court Over Guptas Account Closures - EWN.
Icasa approves Neotel sale - TechCentral.
Op die internet
B.C. government offers first-time home buyers five-year, interest-free down-payment loans - Financial Post. Hou die borrel aan die gang.
WTI Crude Tumbles To $49 Handle, Erases OPEC/NOPEC Deal Gains - Zerohedge.
Uber blames humans for self-driving car traffic offenses as California orders halt - The Guardian.
Woensdag 14 Desember 2016
JSE aandele
Die JSE het -0.24% laer gesluit. Die Rand is dieselfde op R13.66. Brent olie is af na $54.97. Die goudprys is op na $1163.40.
Groot stygings: Assore +10.0% na R254.09, Kumba +7.4% na R185.01, Harmony +4.3% na R28.94, Gfields +3.3% na R40.63, Nampak +2.4% na R17.26, Aspen +2.1% na R271.70.
Groot dalings: Shoprite -7.2% na R178.97 (R1594M verhandel), Steinhoff -7.1% na R70.58 (R2143M), Group5 -4.6% na R26.35, Sibanye -3.1% na R23.96, Tigerbrands -2.9% na R393.17, Bidvest -2.8% na R177.94 (R501M), Telkom -2.8% na R72.94.
Prescient (PCT) se inkomste vir die 6m tot Sep was -34% laer, of +12% hoër as die herverklaarde bedrag, en vwVPA -13% laer na 3.34c, of 0.95c voortgeset.
Group Five (GRF) verwag vir die 6m tot Des 'n wesens verlies per aandeel van ten minste -170c.
Shoprite (SHP) en Steinhoff (SNH) is in onderhandelings om 'n Afrika kleinhandelaar te skep. In die voorgestelde transaksie sal Shoprite Steinhoff se Afrika kleinhandel besighede oorneem, insluitende:
- Pepkor Africa (Ackermans, Shoe City, John Craig)
- JD Group (Russells, Bradlows, Rochester, Incredible Connection, Hi-fi Corporation, Sleepmasters)
- Steinbuild (Buco, Pennypinchers, Timbercity, Hardware Warehouse)
- Tekkie Town.
Op die internet - Suid Afrika
How to interpret company results - Fin24.
Amazon Prime Video launches in South Africa - BusinessTech.
SA electricity thieves found guilty on 16,451 counts - BusinessTech. Dit val onder "Redes waarom Afrika nooit voorspoedig sal wees nie".
More visa restrictions on the way: Gigaba - BusinessTech. "Home Affairs Minister Malusi Gigaba says the country may reciprocate the decision by a number of countries to impose visa restrictions on South African passport holders."
Why South African schools had no choice but to drop maths pass mark - BusinessTech. Twak. 'n Werker kan óf sy werk doen, óf dit nie doen nie. 'n Ingenieur moet 'n brug 100% reg ontwerp. Die slaagpunt behoort 100% te wees.
Op die internet
Barclays's Five Predictions for U.S. Stocks in 2017 - Bloomberg. Die aandeel markte is oorprys.
Dinsdag 13 Desember 2016
JSE aandele
Die JSE het +0.62% hoër gesluit. Die Rand is dieselfde op R13.66. Brent olie is af na $55.60. Die goudprys is af na $1155.80.
Groot stygings: DRD Gold +12.5% na R6.20, Rolfes +6.2% na R4.77, Telkom 4.9% na R75.00, Kumba 4.9% na R172.24, Bidvest +4.8% na R183.09 (R366M verhandel), Remgro +3.9% na R226.24 (R411M), Capitec +3.4% na R690.00.
Groot dalings: Glencore -3.6% na R49.74 (R310M), Anglo -2.8% na R206.32 (R855M), Tsogo Sun -2.8% na R27.61, Mpact -2.8% na R28.95.
Hot Stock Update: DRDGOLD Ltd. (NYSE:DRD) - Factsreporter.
MTN Said to Move Several Hundred Million Dollars Out of Iran - Bloomberg. MTN sal die geld moet spaar vir die volgende Afrika regering wat 'n begrotings tekort het.
Op die internet - Suid Afrika
R46b lost to fruitless government expenditure - eNCA. Die meerderheid van regerings uitgawes is "vrugteloos", want geld word geneem van mense wat produktief is, en aan mense gegee wat niks daarvoor doen nie.
Platinum fuel-cell plant being built in Korea by Implats project supplier - Mining Weekly. Geen melding van die koste, of waar die waterstof vandaan kom nie. 'n 20+30.8MW aanleg benodig dan 317.5kg of 11koz platinum, teenoor globale aanvraag van 8040koz vir 2016 (World Platinum Investment Council).
Previous ANC administration in Tshwane had no idea where 4,784 city vehicles were: DA mayor - BusinessTech.
Op die internet
Oil Tumbles After Big Surprise Crude, Gasoline Build - Talk Markets.
The Narrative Changes: Republicans "Pour Cold Water" On Trump's Massive Stimulus, Will Block Tax Cuts - Zero Hedge. Die huidige VSA president oorhandig die leisels aan 'n nuwe president nadat skuld verdubbel het van $10.6 na $20 triljoen dollar. Die ekonomie was aan die gang gehou deur die skuld opbou, en nou word dit aan die volgende president oorgelaat om die gevolge te hanteer.
Money Under Fire - Talk Markets. (Debt-to-GDP ratio - Wikipedia)
Maandag 12 Desember 2016
JSE aandele
Die JSE het -0.73% laer gesluit. Die Rand is sterker op R13.64. Brent olie is op na $56.19. Die goudprys is af na $1161.50.
Groot stygings: Rolfes +10.9% na R4.49, Sasol +4.7% na R399.34 (R1359M verhandel), Ascendis +3.2% na R24.25, Nampak +3.0% na R16.64, BHP Bill +2.8% na R243.26 (R961M), MTN +2.3% na R122.79 (R1032M).
Groot dalings: Harmony -7.1% na R27.45, Mpact -6.9% na R29.78, Amplats -4.1% na R276.10, ARM -3.9% na R103.01, AngGold -3.6% na R145.53, Telkom -3.5% na R71.50, GFields -3.4% na R39.76, Mondi PLC -3.2% na R270.32, Naspers -2.9% na R1961.67 (R2079M), EOH -2.8% na R166.19.
Mpact (MPT) verwag vir die jaar tot Des 2016 'n wVPA wat meer as -30% laer is.
Rolfes (RLF) verwag vir die 6m tot Des 'n wVPA wat meer as +25% hoër is.
Op die internet - Suid Afrika
How Exxaro should reply to Eskom’s ideological claptrap - Miningmx. Die huidige aandeel houers behoort swart ekonomiese bemagtiging na die grondwetlike hof te neem. Tensy die ANC bewys kan lewer dat die besighede sou bestaan het sonder apartheid en die ekonomiese ontwikkeling wat daarmee saam gegaan het, is dit ongrondwetlik.
Court tells Motsoeneng to pack his bags - TechCentral. Mense wat baklei oor 'n uitsaaier wat irrelevant geword het.
Op die internet
Inside China’s Global Spending Spree - Fortune. "Chinese spending abroad for Belt and Road is expected to reach $100 billion annually over the next decade, and China has earmarked as much as $3 trillion for it." Vergeleke met uitvoere van $2282B in 2015 is die invloed op wisselkoers klein.
Inflation-hit Venezuela to pull largest bill from circulation - Reuters. "... will pull its largest bill, worth two U.S. cents on the black market, from circulation ..."
Wall Street Reacts To The OPEC/NOPEC Deal: "Saudis Are Wrong To Think US Shale Won't Respond" - ZeroHedge. As elektriese voertuie goedkoop in Asië vervaardig word, is OPEC se dae getel (Electric cars will rule the future - IOL. "China would by 2030 be producing about 40 million cars, of which between 40 percent to 50 percent would be electric cars").
Tarek & Christina El Moussa's 'Wildly Incompatible' Reactions to Fame Led to Their Split: Source - People. (Die TV program Flip or Flop is of was op Starsat).
More Than 1,000 Russian Athletes Involved in Doping Scandal - People. Wat 'n tragedie dat so 'n nuttelose sport deur 'n skandaal bederf word.
Panasonic checkout machine also bags your items - Engadget. Nog 'n rede waarom Suid Afrika nie ekonomiese groei het nie – 'n gebrek aan ontwikkel weens 'n oorvloed van arbeid.
Sondag 11 Desember 2016
Op die internet
How Inflation Bites Much More than the Official Hoax - WolfStreet.
In 2016 Supercomputers merged with AI and by 2018 there will AI machines with Exaflop power - Nextbigfuture. Mense raak dommer, terwyl kunsmatige intelligensie onmiddelik kan ontwikkel met 'n kragtige rekenaar en die regte sagteware.
Saudi "Shock And Awe" Sparks Buying Panic In Crude - WTI At 17-Month Highs - ZeroHedge. OPEC se produksie was 34.9% van wêreld produksie in Oktober (OPEC Monthly Oil Market Report, bladsy 58). 'n Paar jaar gelede was dit 33% volgens laasgenoemde artikel, of 42% volgens OPEC Annual Statistical Bulletin, bladsy 28. As OPEC produksie verminder, moet die olie noodwendig van elders kom. Skalie olie produsente het die stryd gewen, want OPEC het nie die geduld om te wag dat hulle bankrot speel nie.
Op die internet - Suid Afrika
SA to see more electric vehicles - Fin24.
Saterdag 10 Desember 2016
Op die internet
Why Europe Must End In Tears - ZeroHedge.
Op die internet - Suid Afrika
6 South African property trends you need to know in 2017 - BusinessTech.
Vrydag 9 Desember 2016
Op die internet
The Angry German Press Reacts To Draghi's QExtension - ZeroHedge. Al die voorspoed wat geskep word deur skuld oor dekades op te bou, verander in dekades van swaarkry om die geld terug te betaal. Gewoonlik word die geld nie terugbetaal nie, maar afgeskryf deur inflasie, wat met hoë rentekoerse gepaard gaan, wat een manier van swaarkry is. Sentrale banke probeer desperaat om inflasie te skep. Voor die EU gestig was, het die lande wat nou baie skuld het, hoë inflasie gehad. 'n Deel van Griekeland se skuld was afgeskryf. Met die ekonomiese groei so laag relatief tot die groei in skuld, kan 'n mens aflei dat die skuld nie gebruik word om die ekonomie te ontwikkel nie, en dus word dit al moeiliker om die skuld terug te betaal.
Earnings 'Magic' Exposed - ZeroHedge.
Op die internet - Suid Afrika
70 farmers killed in 2016 – attacks more sophisticated - Fin24.
3 reasons why analysts are wrong about the rand in 2017 - BusinessTech. Die hoofrede vir die Rand se verswakking is die regering se geld vermorsing, en inmenging in die vrye mark. Die VSA se M2 geld voorraad groei van 8.0% is hoër as Suid Afrika s'n. Die verskil is dat die VSA ekonomie groei, en SA se ekonomie krimp (minder doeltreffend word → hoër inflasie → swakker Rand). SA se M3 is besig om weer te styg, van Jul tot Okt: 4.41% 5.48% 5.64% 6.62%. (Reserwe Bank).
EDITORIAL: Petrosa: here’s how looting starts - BusinessLive.
JSE aandele
Die JSE het +0.71% hoër gesluit. Die Rand is swakker op R13.77. Brent olie is op na $54.33. Die goudprys is af na $1162.10.
Groot stygings: Medclin +5.6% na R128.50, FortressB +5.1% na R32.46, Bidcorp +3.7% na R250.00, Resilient +3.3% na R110.78, Bidvest +3.1% na R175.85, NEPI +3.1% na R152.36, Assore +3.0% na R240.88, Vukile +2.7% na R18.40, Hyprop +2.7% na R115.75, Growthpoint +2.7% na R25.15, LifeHC +2.5% na R32.49, Emira +2.4% na R14.30.
Groot dalings: Sibanye -15.3% na R24.01, SunInt -3.8% na R84.61, Northam -3.4% na R40.81, Kumba -3.2% na R167.00, Anglo -2.3% na R213.95 (R719M), Exxaro -2.2% na R88.65.
Sibanye Gold (SGL) koop Stillwater Mining Company (NYSE: SWC) in die VSA vir US$2.2 biljoen in kontant, teen US$18.00 per aandeel.
Iron ore price hovers above $US80 a tonne - The Australian.
Donderdag 8 Desember 2016
JSE aandele
Die JSE het +2.16% hoër gesluit. Die Rand is swakker op R13.68. Brent olie is op na $53.81. Die goudprys is af na $1170.70. Groot handel in Steinhoff en Standard Bank.
Groot stygings: Assore +12.5% na R233.89, Omnia +8.3% na R182.00, Massmart +7.7% na R132.93, Mr Price +6.4% na R159.57 (R480M verhandel), Steinhoff +6.2% na R74.08 (R1151M), Datatec +6.0% na R45.92, SunInt +5.4% na R87.99, Truworths +5.2% na R80.23, Glencore +5.2% na R52.89 (R417M), Foshini +5.1% na R161.39, Telkom +4.3% na R73.00, Imperial +4.3% na R186.45, Anglo +4.0% na R219.00 (R891M), Standard +3.9% na R153.17 (R1218M), Nedbank +3.8% na R237.20, B-Africa +3.7% na R167.05.
Groot dalings: Rockcastle -2.6% na R33.89, InvProp -2.6% na R15.30, Vukile -1.9% na R17.91, BlueTel -1.7% na R19.01.
Glencore (GLN) is in onderhandelings om €300M in Rosneft te belê, saam met 'n Qatar Investment Authority konsortium wat 19.5% van Rosneft se aandele koop vir €10.2B.
Op die internet - Suid Afrika
SA’s party-list electoral system confers impunity/arrogance on ANC leaders - Fin24. Dit is sinneloos om 400 parlements lede te hê, want hulle stem volgens die party leierskap wat hulle aangestel het.
Op die internet
California State Senator Files Legislation To Create "Safe Zones" For Illegal Immigrants - ZeroHedge. Is immigrasie nie 'n federale aangeleentheid nie?
Carrier & The Broken Window Narrative - ZeroHedge.
EU met only 5% of target for relocating refugees from Greece and Italy - The Guardian.
Eyeing upswing, more U.S. oilfield service firms restructure - Reuters. Deur bankrotskap te verklaar. Die olie dienste maatskappye verhandel teen belaglike prys/verkope terwyl hulle verliese maak: Halliburton (HAL) prys/verkope = $53.54/$17.7 = 3.0, Occidental Petroleum (OXY) $68.64/$14.0 = 4.9, Chevron (CVX) $114.44/$62.0 = 1.8, Pioneer Natural Resources (PXD) $185.78/$25.6 = 7.3, ConocoPhillips (COP) $49.90/$20.9 = 2.4.
EU launches legal case against Germany, UK over Volkswagen scandal - Reuters.
Microwave oil recovery could unlock trillions of barrels of oil and drinkable water from Oil shale and oil sands - Nextbigfuture.
Thin film nanocrystal from Australia could make thin as glass night vision goggles that do not need external power - Nextbigfuture.
Woensdag 7 Desember 2016
JSE aandele
Die JSE het +1.1% hoër gesluit. Die Rand is sterker op R13.50. Brent olie is af na $53.21. Die goudprys is op na $1176.60.
Groot stygings: Steinhoff +9.5% na R69.75 (R1080M verhandel), FortressB +4.9% na R30.99, Truworths +3.6% na R76.25, Dis-Chem +3.5% na R21.84, Sibanye +3.2% na R28.75, Bidvest +3.2% na R167.70, Omnia +3.1% na R168.00, Tsogo Sun +3.1% na R28.22, Foshini +3.0% na R153.50.
Groot dalings: Coronation -3.7% na R68.83, Holdsport -1.9% na R57.40.
Murray & Roberts (MUR) verwag vir die 6m tot Des 'n wesens VPA wat meer as -20% laer is.
Sanlam (SLM) se verdunde wesens VPA was -9% laer vir die eerste 10m tot Okt.
Steinhoff NV (SNH) se inkomste vir die 3m tot Sep was +12.1% hoër, en bedryfswins +12.5% hoër (omtrent -10.3% laer per aandeel). Die verdunde wesens verdienste per aandeel vir die 3m tot Sep was €0.061, wat -24% laer is as die helfte van die 6m resultaat tot Des 2015. As dit die jaar se VPA verteenwoordig, is die prys/verdienste R69.75/~(€0.244 xR14.55) ~ 20. Die verkope/aandeel is €13,427M/4242M = €3.16 xR14.56 ~R46 (terug na wat dit was in 2012).
Op die internet - Suid Afrika
The reason why South Africa’s property market is suffering is simple - BusinessTech.
Icasa lays criminal charges against SABC - techCentral. Die laaste goeie program op die SAUK was Biltong and Potroast van 1976.
Exposed: Coca-Cola bankrolls IRR research on sugary tax in SA - Fin24. 'n Belasting op koeldrank gaan geen verskil maak aan die hoeveelheid wat mense drink nie. Om suiker gebruik te verminder, behoort die suiker inhoud in groot syfers op die bottels te verskyn, saam met 'n gesondheids waarskuwing. Dieselfde geld vir die skokkende hoeveelheid suiker in ontbyt graan.
SA government lowers “pass mark” for maths to 20% - Businesstech.
Australian GDP shock may help JSE on Wednesday - BusinessLive. Australië se inflasie koers van 1.3% maak hulle ekonomiese groei meer geloofwaardig – die mate waartoe die statistiek manipuleer kan word is kleiner.
Two universities go for 8% hike - BusinessLive. Stig meer universiteite totdat daar 'n ooraanbod is.
Volgens Business Day se Hilary Joffe is die Reserwe Bank se mandaat om inflasie te teiken, nie die Rand se vlak nie. Die manier waarop dit in die grondwet gestel word, klink dit na 'n beskerming van die Rand: "The primary object of the South African Reserve Bank is to protect the value of the currency in the interest of balanced and sustainable economic growth in the Republic".
Uncapped fibre-to-the-home prices: Telkom vs Vodacom - Mybroadband.
Op die internet
US Shale Set To Kill Oil-Price Rally - Wolf Street.
Saxo Bank's 10 Outrageous Predictions For 2017: Brexit Never Happens, Bitcoin Surges, Fed Folds - Zero Hedge. Die skuld wat opgebou het in lande soos die VSA, en party Europese lande gaan tot 'n ramp lei. Die gewone oplossing is hoë inflasie en hoë rentekoerse, wat wanbetaling van huislenings en bankrotskap beteken. Hoë inflasie sou ook 'n swakker dollar en hoër goud prys beteken. Ons weet nie wanneer dit gaan gebeur nie. Onder Trump kan die skuld nog groter word. Al manier hoe die VSA arbeid mededingend kan word, is met 'n swakker dollar. Trump se verhoogde invoer tariewe is die verkeerde rigting (soos die vlieënier Wrongway Feldman in Gilligan's Island. Nou is dit Wrongway Trump).
Trump’s Chinese Policy May Be Lots Of Things – But Stupid Isn’t One Of Them - Talk Markets.
Just How Overvalued Is The Market? Here Are 20 Metrics To Help You Decide - ZeroHedge. Die besigheids groei bleik gebaseer te wees op hoë groei in skuld.
India Confiscates Gold, Even Jewelry, In Raids On Hidden Money - Zero Hedge.
Dinsdag 6 Desember 2016
JSE aandele
Die JSE het -1.6% laer gesluit. Die Rand is sterker op R13.63. Brent olie is af na $53.56. Die goudprys is op na $1172.50.
Groot stygings: Altron A +16.4% na R8.72 (R0.95M verhandel), Group5 +4.0% na R26.40, AVI +2.0% na R87.00.
Groot dalings: Anglo -4.5% na R205.81, Lonmin -4.3% na R24.50, Woolworths -4.1% na R62.80 (R409M), BHP Bill -3.8% na R226.00, Equites -3.3% na R14.61, Tsogo Sun -3.2% na R27.38, Shoprite -3.2% na R185.00, Sanlam -3.0% na R59.44, Mr Price -2.9% na R150.00.
Allied Electronics (AEL) wil van 'n familie beheerde besigheid na 'n onafhanklike bestuur beweeg. Value Capital Partners belê R400m in ruil vir 15% van Allied se aandele.
Op die internet - Suid Afrika
The download speeds of American Internet users - Mybroadband.
Further drop in GDP growth - Fin24. Die prys van die meeste produkte en dienste styg meer as die amptelike inflasie koers, wat die ekonomiese groei syfer ongeloofwaardig maak. Al wat inflasie afbring is goedkoop invoere.
Op die internet
How Amazon Go would really work: patent holds clues - Topnews.
Lord Pannick: Government has 'no answer' to Gina Miller's Brexit case - Business Insider. Dit feit dat so baie sake deur 'n hof beslis moet word, wys hoe swak wette in die eerste plek geskryf was.
Maandag 5 Desember 2016
JSE aandele
Die JSE het +0.93% hoër gesluit. Die Rand is sterker op R13.83. Brent olie is op na $54.95. Die goudprys is af na $1162.20.
Groot stygings: Exxaro +7.1% na R87.80 (R388M verhandel), Massmart +6.8% na R123.84, Kumba +6.0% na R167.50, PicknPay +5.5% na R66.24, Truworths +5.0% na R74.75, MrPrice +4.3% na R154.50 (R410M), BarWorld +4.2% na R109.99, Shoprite +4.0% na R191.02 (R408M).
Groot dalings: Harmony -7.6% na R29.20, Sibanye -5.7% na R27.68, AngGold -4.1% na R152.80, GFields -4.0% na R41.76.
Fortress B (FFB) verwag groei van omtrent +25% in die huur uitkering vir die jaar tot Junie 2017.
Resilient (RES) verwag groei van +15% tot +17% in die huur uitkering vir die jaar tot Junie 2017.
Italtile (ITA) se verkope vir die 5m tot 30 Nov was +14.5% hoër. Soort-vir-soort kleinhandel omset het 10% gegroei, met geskatte prys inflasie van 7.9%.
China steel jumps with iron ore, traders seen replenishing low stocks - Reuters.
Op die internet - Suid Afrika
Amazon has just launched the future of shopping - Mybroadband. “Our Just Walk Out technology automatically detects when products are taken from or returned to the shelves and keeps track of them in a virtual cart. When you’re done shopping, you can just leave the store.”
South Africa is on a ‘slow grind’ to junk – but one thing can still get us there faster - BusinessTech. Suid Afrika se skuld tot ekonomiese grootte (Bruto Binnelandse Produk) is 43% (Wikipedia), teenoor byvoorbeeld Frankryk se 98%, of die VSA se 104%. Hierdie lande het langtermyn handels tekorte, wat die vervaardiging verminder het waarmee buitelandse skuld terugbetaal moet word. Byvoorbeeld, Griekeland kan nie skuld terugbetaal as hulle nie goedere produseer nie. Suid Afrika se handel is redelik gebalanseer.
Comment period extended for new SA booze bill - Businesstech. Alkohol gebruikers behoort 'n lisensie te hê, net soos voertuig bestuurders 'n lisensie het. Diegene wat alkohol misbruik, se lisensie kan teruggetrek word.
South Africa gets its first Baskin-Robbins ice cream parlour - BusinessTech. Net betyds vir die teen-suiker veldtog.
Wits students to pay 8% more in 2017 - BusinessLive.
Op die internet
Five African countries ban 'dirty fuels' from Europe - Top News.
"The Curve Is Screaming Producer Hedging" - Shale Companies Scramble To Lock In Oil Prices - Zero Hedge.
Italy referendum: PM Matteo Renzi resigns after clear referendum defeat - BBC.
Sondag 4 Desember 2016
Op die internet
Austrians reject far right in presidential election - Reuters.
Op die internet - Suid Afrika
South Africans turn to used cars, and ditch premium models for locally made ones - BusinessTech.
Retailers could face Christmas 'drought' of imported goods - Fin24. "... the authority that permits imported goods to hit the shelves has a backlog of over 5 000 authorisations".
Petroleum sector brings hope to province - Fin24. 'n Vloeibare petroleum gas ("LPG") aanleg by Saldanha.
How South Africa’s white population has declined every year over the past decade - BusinessTech.
Saterdag 3 Desember 2016
Op die internet
The Shocking Truth About How Barack Obama Was Able To Prop Up The U.S. Economy - Zero Hedge. "At this moment, the U.S. national debt is a whopping $19,901,545,151,126.51 ... But when Barack Obama was inaugurated, the national debt was only 10.6 trillion dollars". Dit is 8.2% groei in skuld per jaar. Dit het ekonomiese groei van 1.46% per jaar gelewer (reël bo inflasie).
Malawi is getting more corrupt, UK concerned - Nyasa Times. Meer korrup as gewoonlik.
Vrydag 2 Desember 2016
Op die internet
Glencore sees nickel shortage as electric vehicle demand burgeons - Engineering News. Nickel price charts - Kitco. Nickel ETF List - ETFdb.
Sudden Scramble For Gold In China Sends Premiums To 3 Year High - Zero Hedge.
US Oil Rig Count Rises To 10-Month Highs - Zero Hedge.
Hillary Clinton’s “Corrupt Establishment” Is Now Advising Donald Trump - The Intercept.
Standard Bank's bailout of corrupt Zanu PF regime disturbing - Bulawayo. "Standard Bank (UK) will pay US$262 million to settle part of Zimbabwe's debt to the African Development Bank (AfDB)". Buitelandse firmas wat in Zimbabwe besigheid doen, skep ook die regerings inkomste wat Mugabe in bewind hou.
Stanford Study Reveals California Pensions Underfunded By $1 Trillion Or $93k Per Household - ZeroHedge.
Canada’s national wealth has been stagnant for decades, too reliant on oil and gas: study - Financial Post.
JSE aandele
Breaking: Junk breather for SA, but S&P lowers local currency rating - Fin24.
Die JSE het -1.34% laer gesluit. Die Rand is omtrent dieselfde op R13.94. Brent olie is op na $54.17. Die goudprys is op na $1177.20. Net goudmyne het met groot volume opgegaan. Groot volume in Sasol en Naspers se dalings.
Groot stygings: AngGold +5.5% na R159.25 (R236m verhandel), Sibanye +4.6% na R29.35, DRD Gold +2.3% na R6.22, Harmony +2.1% na R31.60, GFields +2.0% na R43.50.
Groot dalings: Exxaro -5.7% na R82.00 (R884M verhandel), Bidcorp -5.1% na R239.07, Implats -4.7% na, Sasol -4.3% na R360.05 (R1777M), KUmba -4.1% na R158.00, Supergroup -3.9% na R39.00, AVI -3.7% na R84.00, Northam -3.6% na R41.00, Steinhoff -3.4% na R63.28 (R420M), Woolies -3.2% na R63.71, Sanlam -3.1% na R59.92, Naspers -2.7% na R1980.00 (R3122M) (Tencent -1.8%, saam met Hang Seng -1.37%).
Kumba (KIO) se handels opdatering dat die VPA vir die jaar tot Des 2016 ten minste 20% hoër sal wees, wys die nuttelose regulasies wat JSE administrasie uitdink. Dit lyk of die gemiddelde Rand yster erts dieselfde kan wees as die eerste 6m, wat die prys/verdienste R159.59/~2xR9.38 ~ 8.5 sal maak.
Exxaro het vir twee dae getuimel. Exxaro se inkomste het van R21.3B in 2011 na R12.2B geval in 2012, en nou weer herstel na R19.5B. Die netto wins marge was 28% tot 41% van 2010 tot 2014. 'n Optimistiese marge van 30% sou 'n VPA van R16 beteken, teenoor die aandeel prys van R82.00 nou. SA sal waarskynlik nog vir 'n lang tyd steenkool gebruik.
Op die internet - Suid Afrika
A guide to investing in unit trusts - Fin24. Dit bleik daar is hopeloos te veel aandeel fondse wat almal in 'n klein groepe onderliggende aandele op die JSE belê. Nuwe regulasies is nodig om die publiek teen die gevolglike borrels te beskerm.
This is how many people are listening to South Africa’s most popular radio stations - BusinessTech. Sunshine Radio wat vanaf die weskus en Swartland uitsaai op 100.6MHz verskyn nie op die lys nie. Ook nie Radio West Coast op 92.3MHz nie. Te klein mark.
No conclusive data on feasibility of nuclear, National Treasury says - Engineering News. Die ANC regering kan nie vertrou word om enigiets bekwaam te doen nie.
Donderdag 1 Desember 2016
JSE aandele
Die JSE het -0.56% laer gesluit, na dit aanvanklik gestyg het, en later -1% laer was as gister. Die Rand is dieselfde op R14.09. Brent olie is op na $50.47. Die goudprys is af na $1163.40. Groot handel in Exxaro na aankondiging van Anglo dat hulle hul aandele verkoop.
Groot stygings: Aforbes +6.1% na R6.80, DRD Gold +3.9% na R6.08, South32 +3.1% na R29.31, Northam +3.0% na R42.55, Imperial +2.6% na R174.00 (R150M verhandel), Bidcorp +2.2% na R251.99.
Groot dalings: Exxaro -10.0% na R86.95 (R1477M verhandel), Transcap -7.0% na R14.85, Lonmin -6.0% na R24.99, GFields -4.4% na R42.65, Reinet -4.2% na R26.50, PPC -3.8% na R5.30, Sibanye -3.8% na R28.06, AN Inbev -3.1% na R1425.40, Ang Gold -2.8% na R150.99, Aspen -2.7% na R282.14.
Glencore (GLN) se skuld vermindering is op koers na 'n netto skuld van $16.5-$17.5 biljoen teen einde 2016. Hulle wil in 2017 $1 biljoen uitkeer aan aandeel houers, wat 'n dividend opbrengs van ~R1/R49.15 -15% ~1.7% sou wees.
Growthpoint (GRT) koop 26.88% van Globalworth Real Estate Investments op die Londen aandeelmark, vir €186.4M. Die maatskappy se primêre fokus is Roemenië.
Op die internet - Suid Afrika
SA must tackle dominant firms - TechCentral.
New car sales under pressure despite incentives - Fin24. Verkope is -13.8% laer in November.
Op die internet
Magic Mushrooms Help Cancer Patients Deal With Depression - Popular Science.
Coal to nuclear conversion can rapidly address 30% of CO2 emissions - NextBigFuture. "China's first HTR-PM (pebble bed) reactor will be completed in late 2017 and generate 210 MWe". Van 17 Sep 2010: SA mothballs Pebble Bed Reactor. "South Africa was at the forefront of developing the new nuclear technology that, its proponents argued, was safe, clean and, because it could be adopted in small-scale and modular fashion, ideally suited to the needs of developing countries".
Trump Warns US Companies There Will Be "Consequences" For Outsourcing Jobs - Zero Hedge. In teenstelling met loopbaan politici wie se verkiesings beloftes gewoonlik gou vergeet word, lyk dit of Trump wragtig sy beleid probeer deurvoer.
Venezuela Braces For Hyperinflation As Merchants Weigh "Mountains Of Cash" Instead Of Counting It - ZeroHedge.
Oil price rally likely short-lived as OPEC deal not enough to reduce glut - Reuters. Party olie produsente het vaste kliente. Gaan hulle die kliente tot 'n kwota beperk? Alle lande moes al lankal onafhanklik geraak het van die prys wisselvalligheid wat OPEC veroorsaak, en hulle eie energie bronne ontwikkel het. SA kon meer steenkool na petrol aanlegte gebou het, met die prys wat deur mededinging bepaal word.
Legal raids in five countries seize botnet servers, sinkhole 800,000+ domains - ArsTechnica.
Chinese company begins construction of full-sized Titanic replica—what could go wrong? - ExtremeTech. Aan die einde van hulle besoek, sal gaste in ysige water gegooi word vir die volle effek.
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Kopiereg @2016