Dinsdag 31 Jan 2017
Op die internet
Warren Buffett: Getting rejected by Harvard was the 'best thing that ever happened to me' - CNBC. "I got there and they interviewed me for about 10 minutes and said: 'Forget it. You're not going to Harvard.'"
Herrera sues President Trump for unconstitutional executive order targeting sanctuary cities - San Francisco City Attorney.
Destroying The "Wind & Solar Will Save Us" Delusion - Zero Hedge.
Sizing Up The Bubble - A Major Inflection Point Is Coming - Zero Hedge.
The Other 'Ban' That Was Quietly Announced Last Week - Zero Hedge. "A ban on cash".
How to activate your brain's ability to learn - Popular Science.
NASA just captured some of the most mind-blowing images of Saturn's icy rings ever - Science Alert.
Democrats boycott confirmation hearings for Price and Mnuchin, blocking votes - The Washington Post.
Euro Surges After Trump Trade Advisor Accuses Germany Of Using "Grossly Undervalued" Currency - Zero Hedge.
Op die internet - Suid Afrika
How ANC plans to take SA from capitalist to state-managed economy - Fin24. Eers het die blankes die Nasionale Party se onderdrukking aanvaar, en nou die ANC se ongrondwetlike regstellende aksie en swart ekonomiese bemagtiging.
ANC mayor buys R1.1 million luxury SUV in municipality on the verge of financial collapse - BusinessTech.
South Africa Considers Hate Speech Law – Three Years in Prison For Mocking the President - HeatStreet. Dit is ongrondwetlik.
Post Office on target, needs another cash injection - BusinessLive. Die regering steun sal seker nie terugbetaal word nie. R1.1B se hulp sou beteken dat elke volwasse in Suid Afrika R37 vir die poskantoor betaal. Kan ons dit in seëls kry?
JSE aandele
Die JSE het +0.24% hoër gesluit. Die Rand/$ is sterker op R13.41. Brent olie is op na $55.68. Die goudprys is op na $1213.70.
Groot stygings: Balwin +4.2% na R7.40, Kumba +4.0% na R207.00, Northam +3.4% na R51.15, Assore +3.3% na R276.80, Zeder +3.1% na R7.36, Distell +2.8% na R149.99, Implats +2.6% na R53.44, PPC +2.5% na R6.85.
Groot dalings: Bidvest -2.9% na R158.56, South32 -1.7% na R28.50.
RCL Foods (RCL) verwag vir die 6m tot Des 'n wesens VPA van 40.0c tot 55.0c, -36.9% tot -54.1% laer. As dit herhaal, sal die prys/verdienste rondom R13.42/~2x47.5c ~ 14 wees. Gewoonlik lae handel, maar nie vandag nie.
Naspers share future cloudy as analysts do numbers - BusinessLive.
Maandag 30 Jan 2017
Op die internet
Why Our System Is Broken: Cheap Credit Is King - Zero Hedge.
What’s the Matter With Germany? - Project Syndicate. Duitsland se skuld het afgeneem (regering skuld tot BBP van 81% in 2010 na 71.2% in 2015, Oostenryk 82.4% na 86.2%, België 99.6% na 106%, Finland 47.1% na 63.1%, Nederland 59% na 65.1%.)
A British petition to cancel Trump’s state visit has reached over a million signatures - Vox.
Op Twitter: Donald J. Trump @realDonaldTrump: "Where was all the outrage from Democrats and the opposition party (the media) when our jobs were fleeing our country?" U.S. has lost 5 million manufacturing jobs since 2000 - CNN Money. Dit is baie beter vir 'n land om 'n klein hoeveelheid duur goedere uit te voer in ruil vir 'n klomp goedkoop invoere, as om al die goedere self te vervaardig. Werkers in die diens sektor het 'n baie hoër lewens standaard danksy outomatisasie en goedkoop arbeid in ander lande, as wat hulle sou verdien in vervaardiging. Die VSA se minimum loon is $7.25 per uur teenoor die gemiddelde loon van $1.70 per uur in Mexiko.
Obama Makes First Statement Since Leaving White House, Supports Protests Against Trump Policy - Zero Hedge. 9 questions about the global refugee crisis you were too embarrassed to ask - Vox.
This jet fighter is a disaster, but Congress keeps buying it - Vox. Dit is 'n tipiese voorbeeld van 'n regering wat aanhou spandeer op dienste wat baie dekades nie meer op die skaal benodig word nie.
JSE aandele
Die JSE het -0.59% laer gesluit. Die Rand/$ is dieselfde op R13.50. Brent olie is dieselfde $55.25. Die goudprys is op na $1197.20.
Groot stygings: Harmony +5.8% na R33.80, AngGold +4.5% na R166.70, Sibanye +4.2% na R29.90, Grindrod +3.3% na R14.00.
Groot dalings: MTN -3.5% na R124.02 (R628M verhandel), Truworths -3.1% na R80.54, PPC -2.8% na R6.68, Old Mutual -2.5% na R35.00, Steinhoff -2.4% na R65.89 (R1369M), Foshini -2.2% na R157.63, JSE -2.2% na R158.12, Standard -2.2% na R142.54 (R614M), TigBrands -2.1% na R404.15.
Harmony (HAR) verwag vir die 6m tot Des 'n wesens VPA van 139c tot 160c, teenoor 'n verlies van -103c 'n jaar gelede (en 310c vir die 6m tot Jun).
Afrox (AFX) verwag vir die jaar tot Des 'n wesens VPA van 182c tot 196c, +31% tot +41% hoër (+10.5% hoër vir die 2de helfte, teenoor 'n jaar gelede).
Soon You Could Buy Shares in Nando's - Bloomberg. ("We noticed that you're using an ad blocker, which may adversely affect the performance and content on Bloomberg.com. For the best experience, please whitelist the site. Continue"). An IPO may be on the menu at Nando’s - BusinessLive. "Reports about plans for an IPO were incorrect, and the company was not looking at ways to raise money, a spokesperson said in an e-mailed statement."
Op die internet - Suid Afrika
KAART: Die lekkerste wyntoer in die Breedevallei - Weg.
Sondag 29 Jan 2017
Op die internet
Merkel 'explains' refugee convention to Trump in phone call - The Guardian.
Here Are The Latest Updates On Trump's Refugee Ban - Zero Hedge. The very long list of Republicans in Congress who have taken no position on Trump's refugee ban - Vox.
Which Countries Host (And Send) The Most Migrants? - Zero Hedge.
Is The Subprime Auto Loan Bubble Bursting? - Talk Markets. Dalk kan Trump iets daaraan doen met 'n uitvoerende bevel.
JSE aandele
The most popular bank in South Africa - BusinessTech.
Saterdag 28 Jan 2017
Op die internet
The One Chart That America's Corporate Elite Don't Want You To See - Zero Hedge.
Soon There Could Be Only 49 States In America - Zero Hedge. "Yes California, a pro-secession organization, received approval Thursday to begin collecting signatures from residents to put “Calexit” on the ballot for a 2019 special election".
"Chaos, Panic, Anger, Lawsuits" - The Fallout From Trump's Refugee Ban Begins - Zero Hedge.
IMF Warns Eurogroup Loan Measures Not Enough for Greek Debt - Bloomberg.
Op die internet - Suid Afrika
New laws set max limit to how much pharmacies can charge customers - Businesstech.
Tech and TV prices increase inflation in South Africa - Mybroadband.
Vrydag 27 Jan 2017
Op die internet
Making the Rust Belt Rustier - Paul Krugman, NY Times. "What Reagan did do, however, was blow up the budget deficit with military spending and tax cuts."
It's The Fed's Responsibility To Pop Asset Bubbles - Talk Markets. "It is pretty obvious the stock market is not, and has not been trading on actual earnings for a long time, but at these valuations it is starting to get downright scary how far these assets are going to fall in the inevitable market crash when every excessive risk taker runs for the exits at the same time". Daar is 4 negatiewe faktore vir aandeel markte: Stygende rentekoerse, ekonomie wat afhanklik is van skuld groei, Trump se beleid, en belaglik hoë waardasies.
Trade War Or Bust? - Talk Markets. "The US in 2014 had a trade surplus in manufactured goods ($21.6 billion) with its NAFTA partners."
GDPhriday – Trump Declares War (Trade) On Mexico! - Talk Markets.
Op Twitter: Sara Eisen @SaraEisen: "Britain is America's 7th biggest trading partner. Mexico is America's 3rd biggest trading partner (nearly 5 times more trade with Mexico)".
Vox Sentences: Banning refugees — just another Friday night in Trump’s America - Vox. Trump’s Immigration Ban Is Illegal - NY Times. Trump’s Immigration Ban Excludes Countries With Business Ties - Bloomberg.
Amazon Enters Trillion Dollar Ocean Freight Business: How Many Jobs Will Vanish? - Talk Markets.
What’s Behind The Collapse In Global Exports In The US, Japan, EU, Emerging Markets? Talk Markets.
How burnt toast and roast potatoes became linked to cancer - The Guardian.
Op die internet - Suid Afrika
Numsa: 30% wage increase for transport workers - Fin24. As dit die standaard stel, sal rentekoerse moet opgaan.
Dollar cash crunch prompts calls for Zim to adopt the rand - Fin24. Dit sal nie 'n verskil maak nie. Zimbabwe het hulle eie geld eenheid nodig om die uitvloei te stop.
JSE aandele
Die JSE het -0.81% laer gesluit. Die Rand/$ is swakker op R13.47. Brent olie is af na $55.43. Die goudprys is af na $1185.90.
Groot stygings: Datatec +6.5% na R53.15 (omsigtigheids aankondiging 25 Jan), EOH +4.5% na R150.24, Lewis +3.3% na R41.00, Aveng +2.8% na R7.30, Pan-Af +2.3% na R2.64, Grindrod +1.8% na R13.55.
Groot dalings: Liberty -10.9% na R109.91 (R179M), WBHO -5.0% na R143.01, B-Africa -4.7% na R156.00 (R382M), Acc prop -4.3% na R6.50, First Rand -3.9% na R50.40 (R808M), Implats -3.3% na R52.80, MMI -3.3% na R25.28, RMIH -3.3% na R38.86, Massmart -3.2% na R132.70, ARM -3.2% na R119.61.
Pan African Resources (PAN) verwag 'n wesens VPA van 0.8p tot 0.97p, +42% tot +62% hoër; of in Rand 15.08c tot 17.56c, +21% tot +41% hoër.
Liberty (LBH) verwag vir die jaar tot Des dat die wesens VPA -611.3c tot -916.9c laer sal wees, en genormaliseerd -35% tot -55% laer sal wees. Dan sal die prys/verdienste rondom R109.15/~804c wees.
EOH punts business after shares tumble - TechCentral.
VSA handels tekort
Die VSA het 'n handels tekort weens 'n netto invloei van kapitaal soos onder getoon vir die derde kwartaal van 2016 (Bureau of Economic Analysis):
Donderdag 26 Jan 2017
Op die internet
Trump’s signature trade policy was debunked by Adam Smith more than 200 years ago - Quartz.
Lost genes that boost tomatoes’ flavor identified - ArsTechnica.
David Stockman: Trump Sitting On Ticking Fiscal Time Bomb - Daily Reckoning.
Pena Nieto Snubs Trump: Mexican President Tells White House Will Not Attend US Meeting - Zero Hedge.
New gene-delivery therapy restores partial hearing, balance in deaf mice - Science Daily.
Op die internet - Suid Afrika
SA braces for possible massive fall armyworm invasion - TimesLive. Uiteindelik 'n vyand vir die weermag onder die ANC.
Why SA parents are turning to home schooling - BusinessLive. Goeie idee. Op skool is lae klas elemente sonder toesig.
DStv keeping an eye on UHD - Mybroadband. UHD het 4 keer meer prent kolle as HD, en benodig 4 keer die bandwydte. Uitsaaiers sal waarskynlik die gehalte verlaag, net sodat hulle dit kan bemark as UHD. Die grootste probleem is die vervelige inhoud.
ANC accuses Australian politician of portraying SA negatively - Mybroadband. "If inmates never escaped from prison this guy's great-grandparents would never have met".
Chrome and Firefox call HTTP connections unsecure - Mybroadband.
Defaulting municipalities also fingered in AG's report - Fin24.
Unseating African dictators: Why are South Africans, Zimbabweans politically impotent? - Biznews.
Unfair game? SA chicken industry in crisis, blames EU for selling ‘cheap’ meat - Biznews. "In fact, they allege that South African chicken producers cheat consumers by injecting birds with water or brine to increase their weight". Presies. Op Twitter: Piet Viljoen @pietviljoen: "Alternative headline : the SA consumer rejoices as the EU subsidizes their staple foodstuff".
Chicken Fight Rocks South Africa’s Trade Relations With Europe - Bloomberg. Met die Rand wat versterk sal invoere goedkoper word. Bleak future for 1,350 axed Rainbow workers - BusinessLive. Treasury acts to fortify steel industry - BusinessLive.
JSE aandele
Die JSE het +0.29% hoër gesluit. Die Rand/$ is swakker op R13.34. Brent olie is op na $56.34. Die goudprys is af na $1187.20.
Groot stygings: Lewis +4.5% na R39.70, Kumba +4.2% na R199.72, ArcMittal +4.1% na R13.11, MTN +3.6% na R132.04(R688M), Massmart +3.5% na R137.13, Rhodes +3.2% na R28.64, Santam +2.8% na R242.00, MrPrice +2.8% na R166.56 (R699M), Sanlam +2.7% na R67.78 (R553M).
Groot dalings: Lonmin -23% na R23.31, EOH -4.5% na R143.75, Sasol -3.0% na R409.26 (R1682M), Imperial -2.8% na R171.00.
Spur (SUR) se totale voortgesette konsessie restaurant verkope was +10.4% hoër, met bestaande restaurant verkope +4.1% hoër.
Coronation (CML) se bates onder bestuur was R578 biljoen op 31 Des 2016.
Merafe Resources (MRF) se toeskryfbare ferrochroom produksie van die Glencore Merafe Chrome Venture vir die jaar tot Des 2016 het +4% toegeneem. 'n Wesens VPA van 20.0c tot 23.5c word verwag, +44% tot 69% hoër as 'n jaar gelede. Dan is die prys/verdienste rondom R1.90/~22c ~8.7.
Anglo (AGL) se produksie volume groei vir die vierde kwartaal tot Des: diamante +10%, platinum +2%, koper -19%, nikkel +4%, yster erts Kumba +9%, yster erts Minas-Rio +49%, uitvoer metallurgiese steenkool -2%, uitvoer termiese kool +4%.
Amplats (AMS) se totale platinum produksie volume vir die 3m tot Des was +2% hoër as 'n jaar gelede, en verkoops volume -2% laer.
Sasol (SOL) verwag 'n wesens VPA vir die 6m tot Des -34% tot -44% laer. As dit herhaal, is die prys/verdienste rondom R406.25/~(2x R14.8) = 13.7.
Clicks (CLS) se totale groep omset vir die 20 weke tot 15 Jan was +8.6% hoër. Clicks se reële verkope was +4.2% hoër, met verkoops prys inflasie van +5.3%.
Woensdag 25 Jan 2017
Op die internet
Flip or Flop's Christina El Moussa Thinks Ex Tarek 'Is an Absolute Pig' - US Magazine.
You know, Trump also just made the Keystone XL way more expensive (and illegal) to build - Business Insider UK.
The Dutch government wants to set up an international abortion fund in response to Trump's aid ban - Business Insider UK.
TRUMP: Construction of the border wall will start within 'months' - Business Insider UK.
Commodities: Diversification Or Diworsification? - Talk Markets. Ekonomiese groei en die aanvraag na kommoditeite is afhanklik van 'n verdere groei in skuld. Baie myn aandele is alreeds geprys vir 'n herstel in kommoditeits pryse na die bloei tydperk meer as drie jaar gelede.
Op die internet - Suid Afrika
Waste-to-energy plant opens in Cape Town - News24.
Nuclear and coal cheaper and more reliable than renewables - BusinessLive. Lyk of daar baie mense is wat nie die onbestendigheid van son en wind energie verstaan nie. Dit sou beter wees om elektrisiteits verskaffing in twee te verdeel, sodat diegene wat hernubare energie steun se krag afgeskakel word wanneer dit bewolk is, of die wind nie waai nie.
EDITORIAL: An inevitable tax increase - BusinessLive. Ongeag wie belasting betaal, hoër belasting lei tot hoër pryse en laer ekonomiese groei.
Interest rates - where to from here? - Fin24. Die geld voorraad groei is buitengewoon laag (Nov +4.76%). 'n Swak ekonomie kan werkers ontmoedig om vir veel groter lone te vra. Die Rand kan vanjaar een van die sterkste geld eenhede wees.
Moody’s must stay away from SA - ANCYL - Fin24.
JSE aandele
Die JSE het -0.17% laer gesluit. Die Rand/$ is sterker op R13.26. Brent olie is af na $55.07. Die goudprys is af na $1198.20. Groot handel in Aspen, Sappi, Steinhoff en Sasol.
Groot stygings: Kumba +9.6% na R191.74 (R240M verhandel), South32 +3.8% na R28.75, Assore +3.4% na R281.82, Exxaro +3.3% na R109.05 (R288M), Sappi +2.7% na R86.30 (R462M), ARM +2.6% na R112.60, Aspen +2.5% na R312.98 (R658M), InvLtd +2.4% na R97.32.
Groot dalings: Sibanye -7.8% na R28.18, Harmony -5.0% na R31.95, EOH -4.3% na R150.49, AngGold -4.0% na R162.89, GFields -3.5% na R46.30, PioneerF -3.2% na R169.26, Steinhoff -2.9% na R67.65 (R960M), Netcare -2.8% na R31.80 (R354M), Implats -2.7% na R53.50 (R545M), PPC -2.3% na R6.80, Sasol -2.1% na R422.00 (R1609M).
Lewis (LEW) se inkomste vir die 3m tot Des was -7.5% laer.
Astoria (ARA) se netto bate waarde was $1.00 op 31 Des 2016.
Kumba (KIO) verwag vir die jaar tot Des 'n wesens VPA van R26.36 tot R27.72, +123% tot +135% hoër. As die 2de helfte herhaal, sal die prys/verdienste rondom R188.34/(~2xR17.66) ~ 5.33 wees.
BHP Billiton (BIL) se produksie volume groei vir die 6m tot Des: petroleum -15%, koper -7%, yster erts +4%, metallurgiese steenkool +1%, energie steenkool -4%.
Dinsdag 24 Jan 2017
Op die internet
What’s Happening with Subprime Auto Loans? - Visual Capitalist.
Has The American Dream Become The American Nightmare? - Zero Hedge. As mense eers gewoond raak aan 'n voordeel, soos mediese dienste, is dit baie moeilik om dit weg te vat. Politici sal verplig moet word om sosialisme te beëindig deur iets soos 'n depressie.
Why It Matters That Human Poker Pros Are Getting Trounced By an AI - Gizmodo.
China Is Cracking Down On The Technically Illegal Golf Course Boom - Deadspin.
U.K. Government Loses Supreme Court Appeal Over Brexit Case - Bloomberg.
Op die internet - Suid Afrika
Rhodes Must Fall activist Mbalenhle Matandela earns Rhodes Trust scholarship - BusinessLive.
JSE aandele
Die JSE het +0.49% hoër gesluit. Die Rand/$ is sterker op R13.32. Brent olie is op na $55.67. Die goudprys is af na $1215.40. Aandeel bewegings maak nie sin nie. Groot spekulasie vloei in en uit die myn aandele.
Groot stygings: PPC +8.2% na R6.96, Implats +7.8% na R55.00 (R514M verhandel), Amplats +5.5% na R357.51, Kumba +5.5% na R175.00, Sibanye +5.4% na R30.55, South32 +5.2% na R27.70, Exxaro +4.0% na R105.55 (R282M), JSE +3.6% na R164.20, Curro +3.3% na R47.00, Massmart +3.2% na R134.57.
Groot dalings: Capco -2.1% na R45.44.
AVI (AVI) se inkomste vir die 6m tot Des was +11.6% hoër, en 'n wesens VPA van 301c tot 307c, +7% tot +9% hoër word verwag. Dan is die prys/verdienste rondom R92.53/(181.2c+~304c) ~ 19.
Imperial (IPL) verwag vir die 6m tot Des 'n wesens VPA van 700c tot 640c, -13% tot -20% laer, of kern VPA 810c tot 750c -6% tot -13% laer.
Reinet (REI) se netto bate waarde per aandeel was €27.97 (~R40.4 per deposito bewys) op 31 Des 2016. British American Tobacco was 67.3% daarvan.
Die Monitêre Beleids Komitee het rentekoerse onveranderd gelaat.
Maandag 23 Jan 2017
Op die internet
Terence Corcoran: Trump’s anti-trade troops are already marching America backwards from greatness - Financial Post. "The United States has become, in essence, a high-priced island in an ocean of low-priced steel". Trump gaan die VSA in 'n depressie inneem, en dan gaan sy beleid platval.
Trump signs order withdrawing U.S. from Trans-Pacific trade deal - Reuters. Ons weet nie wat dit is nie, maar nou is dit verby. Trump just reinstated the global gag rule. It won't stop abortion, but it will make it less safe - Vox.
One primate species is driving most of the others to extinction - Vox.
Op die internet - Suid Afrika
Beware of Telkom’s strange contract tactics - Mybroadband.
Zuma’s new tax laws hammer wealthy and employees who earn shares: Quick guide - Fin24. Trusts is al lankal nie meer aantreklik nie. Ouderdom diskriminasie is teen die grondwet (Section 9.(3) "The state may not unfairly discriminate directly or indirectly against anyone on one or more grounds, including ... age ..."). Mense onder 35 jaar het nog altyd makliker werk gekry. Jong mense is werkloos omdat die werkskeppers (blankes) al minder word.
Rand should actually trade at R5.20/$ - Big Mac Index - Fin24.
Silence and space make Karoo special - BusinessLive.
For farmers, yeast-based scents don’t smell so good - BusinessLive.
Two SA cities on top property list for rich and famous - Fin24. Daar is baie stede hoër op die ranglys wat nie aantreklik klink nie.
Landmark ruling can disrupt Brexit plan - BusinessLive. "The Supreme Court will decide on Tuesday whether British Prime Minister Theresa May can use her executive power to begin formal talks". 'n Hooggeregshof beslissing is onnodig. Die referendum was 'n menings opname sonder wettige reg. Die regering het nog nie die gesag ontvang om uit die EU te onttrek nie. Die huidige parlements lede het ook nie 'n mandaat van kiesers nie, omdat hulle nie verkies was op grond van 'n EU ontrekking nie. Brittanje sal 'n algemene verkiesing moet hê. (Suid Afrika het nie 'n algemene verkiesing gehad na 'n referendum nie – South African apartheid referendum, 1992 - Wikipedia. Die vraag was doelbewus vaag gestel: "Ondersteun u die voortsetting van die hervormingsproses wat die Staatspresident op 2 Februarie 1990 begin het en wat op ‘n nuwe grondwet deur onderhandeling gemik is?")
JSE aandele
Die JSE het +0.97% hoër gesluit. Die Rand/$ is sterker op R13.50. Brent olie is af na $54.94. Die goudprys is op na $1214.90.
Groot stygings: Hulamin +12% na R7.00 (R13.5M), Amplats +9.3% na R338.75, Kumba +7.8% na R165.94, Sibanye +6.4% na R38.99, Implats +4.9% na R51.00 (R272M), HoldSport +4.1% na R61.41, Harmony +4.1% na R33.46, PPC +3.9% na R6.43, GFields +3.7% na R47.25, Exxaro +3.6% na R101.53 (R251M), Anglo +3.2% na R223.38 (R568M), AngloGold +3.0% na R168.64, Reinet +3.0% na R28.10.
Groot dalings: Grindrod -4.0% na R13.06, South32 -2.0% na R26.34.
Hulamin (HLM) het besonder goed gedoen in die tweede helfte. Hulle verwag vir die jaar tot Des 2016 'n wVPA van 114c tot 121c, tenoor 37c 'n jaar gelede (en 1ste helfte se 44c). Dan is die prys/verdienste rondom 625c/~118c ~ 5.3.
Inside the rot at Woolworths - BusinessLive.
Sondag 22 Jan 2017
Op die internet
Even voorstellen aan Trump - Zondag met Lubach - Youtube.
These are the Countries with the Biggest Debt Slaves, and Americans Are Only in 10th place - Wolf Street.
The Women's Marches may have been the largest demonstration in US history - Vox. Hulle moes 'n alternatiewe politieke stelsel voorgestel het, anders dien die betogings geen doel nie.
Does Anyone Still Trust The GDP Deflator? - Talk Markets.
Op twitter: Donald J. Trump @realDonaldTrump: "Peaceful protests are a hallmark of our democracy. Even if I don't always agree, I recognize the rights of people to express their views". Die minder as 0.2% wat omgee is beter as die meerderheid wat belang verloor het in politiek.
Op twitter: Donald J. Trump @realDonaldTrump: "Wow, television ratings just out: 31 million people watched the Inauguration, 11 million more than the very good ratings from 4 years ago!" Nie noodwendig positief nie. Dalk wou kykers sien wat die betogers doen, of erger.
Op die internet - Suid Afrika
Rex van Schalkwyk: Anti-white racism – why does it go unpunished in SA? - Fin24.
SA wine makers hit from all fronts - Fin24.
DA says town owing Eskom R92m in arrears bought luxury car for mayor - BusinessLive.
Poultry importers cry foul - Fin24. Wat onverstaanbaar is dat kleinhandelaars nie op verpakking aandui of hoender plaaslik of ingevoer is nie, sodat verbuikers self kan besluit of hulle meer wil betaal.
Airbnb should stay within hotel industry rules - Fin24.
Saterdag 21 Jan 2017
Op die internet
Globalization's Reality - World Trade Has Increased By Less Than 1% Annually In The Last Decade - Zero Hedge.
Canadians traveling to Women's March denied US entry after sharing plans - Guardian. Mense wat na 'n ander land reis om teen hulle leier te betoog moet van lotjie getik wees.
Inaugural address: Trump's full speech - CNN. "For many decades, we've enriched foreign industry at the expense of American industry". Soos die ANC word die waarheid verdraai. Dit is die ontwikkelde wêreld wat goedkoop arbeid in die derde wêreld uitbuit, deur invoer beperkings. Wat die ontwikkelde lande basies aan die derde wêreld sê is: ons het nie julle produkte nodig nie. Dit verplig die derde wêreld in effek om meer goedere aan te bied om noodsaaklike produkte, soos vliegtuie, aan te koop. "Protection will lead to great prosperity and strength". Die publiek sal verplig word om vir duur plaaslike arbeid te betaal. Invoer beskerming sal die dollar versterk wat invoere nog goedkoper sal laat lyk.
Op die internet - Suid Afrika
Making renewable diesel - Mybroadband.
The coastal property markets in South Africa you should be investing in - BusinessTech.
Vrydag 20 Jan 2017
Op die internet
How I turned a traffic ticket into the constitutional trial of the century - Arstechnica.
The White House website has already been scrubbed of any mention of climate change - Inhabitat.
Inauguration Turned Away at the U.S. Border - Europe Newsweek.
What Is NAFTA And What Could Happen If Trump Dismantles It? - Jalopnik. As die VSA meer plaaslik vervaardig, sal noodwendig minder ingevoer word, en dan ook minder uitgevoer word. Die lewens standaard sal daal, want goedkoop arbeid in ander lande word nie benut nie, en werk in uitvoere word minder. Goedere wat in die VSA gemaak word sal duurder wees. Die verskil tussen die presidentskap vandag en 30 jaar gelede is dat almal vandag kommentaar sal lewer op die internet as Trump se beleid nie werk nie. Trump sal nie drastiese veranderings kan maak sonder 'n protes storm nie.
Alec Baldwin (Channeling Donald Trump), Robert De Niro, Cher and More Celebs Attend Anti-Trump Rally in NYC - US Magazine.
China Censors Trump Inauguration: "It's Forbidden For Websites To Carry Reports Of The Inauguration" - Zero Hedge.
Pound Plunges After UK Retail Sales Crash Most Since 2011 - Zero Hedge. Canadian Dollar Under Pressure Following Disappointing Data - Talk Markets. Lyk of die voorspoed weens die groei in skuld tot 'n einde kom.
Ötzi the Iceman Was Making Prosciutto Over 5,000 Years Ago - Gizmodo. Die 5000 jaar oue man het Afrikaanse spek geëet, eintlik Duitse speck.
Scientists Feed Cows Onions to Make Them Stop Farting So Much Methane - Gizmodo.
Op die internet - Suid Afrika
Cape Town has just 100 days of water left - Inhabitat. Dam levels pdf
Most-watched TV shows in South Africa - Mybroadband. Die meeste mense is te arm om satelliet TV te kry. Hulle kan lankal baie meer kanale gehad het. Daar was plek vir 68 kanale op die ou BHF/UHF bande. Hulle basiese vryheid word deur hulle eie regering beperk.
3D TV is dead, finally - Mybroadband.
Netflix is killing the pay-TV industry - TechCentral.
Why Naspers should launch an MVNO - TechCentral. Die probleem met TV is dat inhoud beperk is tot ou dokumentêre programme wat herhaal, sport wat geen doel dien nie, en nuus en dramas wat op negatiewe aspekte van die mens konsentreer.
Gambia’s defeated president Jammeh has finally agreed to step down and leave the country - Quartz.
JSE aandele
Die JSE het -0.70% laer gesluit. Die Rand/$ is dieselfde op R13.60. Brent olie is op na $55.58. Die goudprys is op na $1202.00. Groot handel in Shoprite en Steinhoff.
Groot stygings: Hulamin +6.8% na R6.25, WBHO +5.6% na R150.50, PPC +3.9% na R6.19, Greenbay +2.6% na R1.59, Astral +1.9% na R149.25.
Groot dalings: Kumba -6.6% na R154.01, South32 -4.6% na R26.88, Shoprite -3.2% na R173.80 (R2685M verhandel), Curro -2.9% na R45.65, Tsogo Sun -2.7% na R26.40, Steinhoff -2.5% na R70.51 (R442M), Bidcorp -2.1% na R237.11, Truworths -2.0% na R80.50.
Reinet (REI) se netto bate waarde was €5482 miljoen op 31 Des 2016, wat omtrent R40.4 per SA deposito bewys is.
Esor (ESR) maak 'n regs aanbod teen 38c per aandeel, vir 25 aandele per 100 aandele gehou.
Donderdag 19 Jan 2017
Op die internet
Washington D.C. Turned Into "Virtual Fortress" As 250,000 Protesters Descend Upon The City - Zero Hedge.
Cutting back on calories could extend life by 18 years, study says - Fox News. Die wet behoort voedsel vervaardigers te verplig om die suiker inhoud in groot letters op die verpakking te druk.
Twitter suspends 360K user accounts - Fox News.
The end of coal is near: China just scrapped 103 power plants - Science Alert. "... the reason for the cancellations is because the country was actually vastly exceeding its planned coal capacity for the future."
Physicists say they've manipulated 'pure nothingness' and observed the fallout - Science Alert. Kiesers doen dit elke keer as hulle gaan stem.
Mario Draghi Is Mistaken - European Debt Is Unsustainable - Talk Markets.
Populism: The Danger? What About Debt? - Talk Markets.
Housing Starts Beat On Jump In Rental Units, Single-Family Permits Rise To Highest Since 2007 - Zerohedge. Die skuld partytjie gaan voort.
Brainwaves could act as your password – but not if you’re drunk - New Scientist.
Op die internet - Suid Afrika
Here’s when South Africa’s new speed limits and other road rules will come into effect - Businesstech. "Drivers will have to undergo a practical re-evaluation when renewing a licence". Die publiek se tyd gaan nou verder vermors word. Die 5 jaarlikse hernuwing was alreeds 'n massiewe vermorsing van tyd (net soos die 6 maandelikse chroniese medikasie voorskrif). Dit is 10,000 tot 20,000 hernuwings per dag (afhangende van hoeveel lisensies daar is), danksy die ANC. Confusion over proposed road rules – here’s what’s really happening - BusinessTech.
Cops face off in dramatic raid of acting commissioner Kgomotso Phahlane’s home - BusinessLive. 'n Regte Afrika land.
Almost one-third fewer commuters now use Metrorail in Cape Town - BusinessLive. Van 29 Nov 2016 : ‘Metrorail has lost the battle with vandals’ - IOL. Van 16 May 2016: Metrorail mess hobbles Cape Town businesses - IOL. "... an estimated R70 million had been spent since January to repair damaged trains".
Gambia’s new president has been sworn in at an embassy in Senegal because the old one won’t leave - Quartz.
JSE aandele
Die JSE het -0.06% laer gesluit. Die Rand/$ is swakker op R13.64. Brent olie is dieselfde $54.45. Die goudprys is af na $1198.80.
Groot stygings: Hulamin +6.4% na R5.85 (R2.6M), Adcock +5.0% na R51.01, Astral +3.9% na R146.46, Pioneer Foods +3.8% na R168.94, Reinet +2.7% na R27.38, BATS +2.4% na R792.00 (R588M), Steinhoff +2.2% na R72.32 (R366M).
Groot dalings: Sibanye -6.2% na R27.05, GFields -3.5% na R46.30, Raubex 03.0% na R24.27, AngGold -2.9% na R164.38 (R322M), Amplats -2.1% na R308.98, Imperial -2.1% na R174.00.
Adcock (AIP) verwag vir die 6m tot Des 'n wesens VPA wat ten minste +40% hoër is, weens eenmalige kapitaal wins op die verkoop van die Indiese besigheid, en ook IFRS 2 fooie die vorige tydperk.
BHP, Vale agree deadline to settle claims over deadly Samarco dam disaster - BusinessLive.
Woensdag 18 Jan 2017
Op die internet
Alibaba founder Jack Ma has a brutal theory of how America went wrong over the past 30 years - Business Insider UK.
NASA and NOAA confirm 2016 was the warmest year on record - Extremetech.
Microsoft CEO says AI should help, not replace, workers - Engadget. Hopelik kan kunsmatige intelligensie uiteindelik 'n beter rekenaar bedryfstelsel ("operating system") ontwikkel om Microsoft se swak produkte te vervang. Dit sal handig wees as kunsmatige intelligensie iemand se werk kan doen sonder dat die baas weet.
How Trump’s Supposed "Tax Cut" Could Actually Get Companies To Pay More - Talk Markets. Maatskappy belastings word deurgegee aan kliente, omdat beleggers 'n sekere opbrengs op kapitaal verwag. Die koers maak geen verskil nie.
Lagarde Urges Wealth Redistribution To Fight Populism - Zero Hedge. As rykes geld verloor weens belasting, staak hulle die bedrywigheid wat tot verlies lei. Regerings is die hoofrede vir die groot gaping tussen ryk en arm.
These Are The Top 10 US Infrastructure Projects Trump Will Focus On - Zero Hedge. $132.6 biljoen is 0.8% van die $16,770 biljoen VSA ekonomie.
IEA Sees Significant Gains in U.S. Shale Oil as Prices Rise - Bloomberg.
Mastercard `Preying on Millions’ Sparked $17 Billion Fee Lawsuit - Bloomberg.
South Korea making a 1000 kilometer per hour low pressure tube high speed train that will go from Seoul to Busan in 30 minutes - NextBigFuture.
What the Hell Happened to Mozilla and Firefox? - Gizmodo.
JSE aandele
Die JSE het +0.22% hoër gesluit. Die Rand/$ is dieselfde R13.49. Brent olie is af na $54.45. Die goudprys is op na $1215.00. Relatiewe groot handel in Pioneer Foods, Tigerbrands, Woolworths, Shoprite en Mr Price. Die groot bewegings lyk na mense wat desperaat op soek is na aandele om in te belê. Dit sal moeilik wees vir aandele om uit te styg bo die swak ekonomie.
Groot stygings: PnrFoods +4.3% na R162.75 (R112M), Ascendis +4.0% na R24.35, Tigbrands +3.6% na R406.90 (R399M), Assore +3.5% na R269.50, Resilient +3.0% na R119.60, Raubex +2.9% na R25.02, Woolies +2.6% na R73.40 (R566M), Shoprite +2.1% na R180.26.
Groot dalings: Clover -6.6% na R17.50, EOH -1.8% na R154.13, Remgro -1.6% (R358M), MrPrice -1.6% na R153.50 (R469M).
Clover (CLR) verwag vir die 6m tot Des 'n wesens VPA wat -15.7% tot -25.7% laer is.
Trump’s dollar comment may sink JSE miners - BusinessLive.
EU chicken import duty increase likely - BusineesLive. As die regering invoer heffings plaas op alle invoere, sal die Rand eenvoudig versterk tot waar die invoer pryse na belasting dieselfde is. Wat gewen word deur minder in te voer, word verloor deur minder uit te voer. Dit is beter om produkte uit te voer wat winsgewend is, as om besighede te beskerm wat nie winsgewend is nie.
Op die internet - Suid Afrika
Capitec has launched a new credit card: everything you need to know - BusinessTech. Dit kos R50 per maand. Die oorgrote meerderheid van uitgawes kan met 'n debiet kaart betaal word, of 'n aanlyn geld oordrag.
SABC officials must pay back R5.1bn says 'working document' - BusinessLive.
Bank to fight court bid after consumers complain of debt set-off - Fin24.
US takes aim at Qualcomm ‘monopoly’ - TechCentral.
Dinsdag 17 Jan 2017
Op die internet
Hotel prices in D.C. up 927% ahead of Trump’s inauguration — and protests - Market Watch.
Just How Crowded Is The "Long Dollar" Trade? The Answer In One Chart - Zero Hedge.
Op die internet - Suid Afrika
Koko unpacks Eskom’s renewable costs, but experts disagree - Fin24. Die groot vraag is hoeveel spaar kapasiteit moet Eskom handhaaf vir bewolkte en windlose tye. As die energie van die son en wind gedupliseer moet word deur ander bronne, is daar geen sin om hernubare energie te gebruik nie.
Government is paying out R3 billion to cover 10 years’ worth of blown budgets - Businesstech.
South Africa’s buy-to-let market is mediocre: analyst - Businesstech. In party gebiede is daar 'n groot tekort aan huurhuise. Die ANC het baie gedoen om beleggings in huurhuise onaantreklik te maak, soos kapitaal wins belasting.
I will put Zuma in prison as soon as his term is over- Donald Trump Vows - National News Bulletin. Van 11 Nov 2016: Mythbuster: What Donald Trump didn't say about Africa - BBC News. Van 6 Jan 2016: Trump Did Not Say He Would ‘Get Mugabe’ - The Right Perspective.
BREAKING NEWS: 3 SANDF Vehicles Disappear after they were painted camouflage, says Minister of Defence and Military Veterans - National News Bulletin.
Cape Town is using 90-million litres of water a day above targeted savings - BusinessLive. Kaapstad se bevolking het vir dekades toegeneem. Wat het Kaapstad se 231 raadslede gedoen om die water toevoer te vergroot? TWEE HONDERD EEN EN DERTIG.
Gambia's president declares state of emergency - Enca. "Gambian President Yahya Jammeh on Tuesday declared a state of emergency just two days before he is due to step down, citing "extraordinary" foreign interference in the country's post-electoral crisis".
JSE aandele
Die JSE het -0.64% laer gesluit. Die Rand/$ is sterker na R13.46. Brent olie is op na $56.41. Die goudprys is op na $1213.30.
Groot stygings: Capco +5.6% na R47.01, Nampak +3.3% na R18.89, Intu PLC +3.2% na R47.57, Brait +2.0% na R79.27.
Groot dalings: MrPrice -4.8% na R156.00, Resilient -3.4% na R116.11, Truworths -3.2% na R82.81, Foshini -3.1% na R163.30, BarWorld -3.1% na R110.49, Imperial -3.1% na R175.30, Exxaro -2.5% na R96.40, Kumba -2.4% na R165.96, Hyprop -2.3% na R119.83.
Dawn (DAW) verwag 'n wesens verlies per aandeel vir die jaar tot Maart 2017 laer as -79c.
Cashbuild (CSB) se maatskappy inkomste vir die 6m tot Des was +4% hoër as 'n jaar gelede, en groep inkomste met P&L Hardware +15% hoër. Verkoops inflasie was 3%.
Shoprite (SHP) se omset vir die 6m tot Des was +14.0% hoër. RSA verkope was +10.7% hoër met interne inflasie van +7.4%.
British American Tobacco (BTI) koop die 57.8% van Reynolds American se aandele wat dit nie alreeds besit nie, teen $59.64 per aandeel.
Harmony se goud produksie vir die 6m tot Des was omtrent 8% hoër, teen dieselfde graad van 5g/t. Harmony on course to beat 1.05m oz gold output target - Miningmx.
Holdsport (HSP) se verkope vir die 4m tot Des was +5.0% hoër. Kleinhandel prys inflasie was ongeveer +8.5%.
Mr Price (MPC) se total kleinhandel verkope vir die 3m tot Des was -0.5% laer. Verkoops prys inflasie was +10.8%.
China demand expected to keep iron ore rally going - BusinessLive. "Fundamentals do not explain the full price movement since last week, and that’s why I think speculation is playing the main role". Die prys beweeg seker op omdat myne produksie verminder het.
Shoprite and Steinhoff release full of hot air - BusinessLive.
As die mielie prys daal, daal dit ook vir die oorsese produsente wie se hoender ingevoer word.
Maandag 16 Jan 2017
Op die internet
A Mind-Boggling Carbon Deposit Was Just Discovered in the Congo - Gizmodo.
Caffeine may be able to block inflammation, new research says - The Verge.
Op die internet - Suid Afrika
Moody’s slammed with massive $864m penalty - Fin24.
To buy or rent – why the controversial debate is not so clear cut - Fin24. Die hoofrede om 'n huis te koop is dat beleggings inkomste belas word, terwyl daar geen belasting op 'n woon huis is nie. Groei van 15.28% in die aandeel mark is onwaarskynlik – die JSE top 40 het geen groei gehad die afgelope 3 jaar nie, terwyl inflasie rondom 9% per jaar was.
Cash is king in Mugabe's Zimbabwe as dollar supply dries up - Fin24.
Three more municipalities avert Eskom power cuts - Mybroadband.
JSE aandele
Die JSE het +0.69% hoër gesluit. Die Rand/$ is swakker na R13.64. Brent olie is af na $55.38. Die goudprys is op na $1203.40. Goud myne en kleinhandelaars het opgeskiet.
Groot stygings: Harmony +5.7% na R33.87, Foshini +5.3% na R168.50 (R532M verhandel), Sibanye +5.3% na R28.20, Woolies +4.8% na R71.79 (R633M), GFields +4.5% na R47.46, AngGold +4.5% na R168.29, PicknPay +4.3% na R69.50, Truworths +4.3% na R85.56 (R615M), BarWorld +4.1% na R114.00, Massmart +3.7% na R131.11.
Groot dalings: Sappi -3.1% na R86.19, Brait -2.2% na R77.71, Capco -2.0% na R44.50, MTN -1.8% na R127.60.
Foschini (TFG) se Des maand verkope was +14.6% hoër. Die 9m verkope tot Des was +14.5% hoër. TFG International se verkope was +47.8% hoër in £. TFG Africa se groei was +11.5%. (Vir die 6m tot Junie was die inkomste +16% hoër , en vwVPA +5.9% hoër. As die jaar se inkomste groei 14.5% is, sal die 2de 6m groei +13% wees).
Rolfes (RLF) verwag vir die 6m tot Des 'n wesens verdienste per aandeel van 37.2c tot 38.6c, +31% tot +36% hoër, met uitgereikte aandele wat +20% toegeneem het.
Massmart (MSM) se verkope vir die jaar tot Des het +7.7% gegroei.
Sondag 15 Jan 2017
Op die internet
Reopening the Silk Road: Train will travel mammoth 7,500mile journey from China to London as an ancient trading route is revived for a new era MailOnline. Die "myl" is 'n antieke lengte maatstaf wat in die donker middel eeue gebruik was.
Op die internet - Suid Afrika
Hlaudi, Mbalula's wife sued in R1bn housing 'fraud' spree - Sunday Times.
Eskom to go ahead with municipal disconnections - BusinessLive. Dit is 'n normale deel van die transformasie na 'n primitiewe Afrika land.
Poultry industry ROASTED - Fin24.
Saterdag 14 Jan 2017
Op die internet
American Home Sale Failures Suddenly Double In Q4 2016 - Signed, Sealed, No Deal - Talk Markets. Stygende rentekoerse is negatief vir alle bate klasse, behalwe kontant (geldmark met kapitaal wat vas is).
Report: CIA set up task-force in 2016 to investigate possible Russian funding of Trump's campaign - Business Insider UK.
7 crazy concept cars already unveiled in 2017 - Business Insider UK.
EU Parliament Committee Votes To Give Robots Rights (And A Kill Switch) - Zero Hedge. As kunsmatige intelligensie toegelaat word om self te ontwikkel, is die resultaat onvoorspelbaar en onbeheerbaar.
Op die internet - Suid Afrika
Why it makes no sense to build your own home in South Africa right now - BusinessTech. "As a result of these and other factors, it is currently 28.6% more expensive, on average, to buy a newly-built home than to buy a similar pre-owned property". Daar is baie dorpe en voorstede wat vervalle raak, waar huise goedkoop is. Die gegoede gebiede waarna verwys word, raak seker al minder.
How many foreigners really live in South Africa? - BusinessTech.
Vrydag 13 Jan 2017
Op die internet
Stunning Before And After Pictures Of The California Drought And Devastating Rain Storms - ZeroHedge.
5 Ominous Signs for the Securities Industry - Bloomberg.
Here Are The Winners And Losers From Trump's "Border Tax Adjustment" - ZeroHedge. Die wenners sal plaaslike vervaardigers wees wat die plaaslike mark voorsien, en die verloorders sal uitvoerders wees, weens die sterker dollar. Die ekonomie sal waarskynlik swakker doen, omdat die politieke inmenging dit minder doeltreffend maak. Besigheids belasting word in elk geval deurgegee aan verbruikers – verskuiwing van die belasting maak geen verskil nie.
Volkswagen Tells Its Managers Not To Travel To The US - ZeroHedge.
Op die internet - Suid Afrika
Eskom will support major renewable energy growth in 2021 – Koko - Fin24. Om die werklike koste van hernubare energie uit te werk, is statistiek oor benutting nodig. Hoeveel spaar kapasiteit moet Eskom handhaaf vir bewolkte, windlose dae?
‘Nothing further from the truth’: Eskom affidavit on its nuclear role - BusinessLive.
Music cassette tapes are making a comeback - Mybroadband.
JSE aandele
Die JSE het +0.67% hoër gesluit. Die Rand/$ is dieselfde op R13.48. Brent olie is af na $55.78. Die goudprys is af na $1194.80. Kleinhandelaars het vandag opgeskiet, ten spyte van verbruik wat al swakker raak.
Groot stygings: Truworths +7.8% na R82.01 (R372M verhandel), Massmart +5.2% na R126.42, MrPrice +4.2% na R159.35 (R440M), Astral +4.1% na R138.99, Woolies +3.8% na R68.48 (R973M), Foschini +3.6% na R160.03, Mondi PLC +2.8% na R291.14.
Groot dalings: Harmony -3.5% na R32.03, Sibanye -2.6% na R26.79, Capco -2.5% na R45.41, BarWorld -2.5% na R109/50, AngGold -1.7% na R161.10.
Astral says Eskom cutting municipal electricity supply would be ‘catastrophic’ for Standerton operations - Engineering News. "Astral has received notification that Eskom plans to start interruptions of its bulk electricity supply to the Lekwa municipality on January 23 as a result of outstanding payments to Eskom."
DTI responds to Malema's poultry tariff hike demand - Engineering News. "The national committee, which includes the Department of Agriculture, Forestry and Fisheries, will develop a comprehensive strategy to address these challenges in a holistic and comprehensive manner".
Kumba at loggerheads with some residents who refuse to move - BusinessLive.
Absa faces R2.25 billion apartheid bill: report - BusinessTech. What Judge Davis said about the Absa 'lifeboat' - Executive Summary - BusinessLive. Redress.org: "2.2. Statutes of Limitation. The right to institute criminal proceedings shall, according to Section 18 of the Criminal Procedure Act, 1977, as amended, lapse after the expiration of 20 years from the time when the offence was committed". Dit is moontlik dat Jan van Riebeeck 'n uitstaande verkeers boete het. Die ANC sal moet ondersoek.
Transformation deal awaits finishing touches - BusinessLive. 'In late 2016, seven construction and engineering groups agreed "voluntarily" to pay R1.5bn over 12 years into a transformation trust administered by the government'. Dit lyk na omkopery en rassisme. Die vergoeding behoort te gaan aan die partye wat vir die konstruksie betaal het, naamlik belasting betalers.
Shoprite and Steinhoff: what's in it for Wiese? - BusinessLive.
Donderdag 12 Jan 2017
JSE aandele
Die JSE het +0.01% hoër gesluit. Die Rand/$ is sterker op R13.46. Brent olie is op na $55.93. Die goudprys is op na $1202.60. Groot handel in Richemont en Naspers.
Groot stygings: Richemont +6.0% na R102.89 (R2156M verhandel), AngGold +4.3% na R163.85, Amplats +3.3% na R307.00, MMI +3.0% na R25.52, Mondi +2.8% na R282.46, Pergrin +2.7% na R30.29, Aforbes +2.6% na R7.04, Dis-chem +2.6% na R22.79, LibHold +2.6% na R118.00, EOH +2.6% na R158.00.
Groot dalings: Capco -4.4% na R46.57, Naspers -3.8% na R2145.75 (R2847M), Reinet -2.8% na R26.55, Hammerson -2.8% na R93.65, IntuPLC -2.5% na R46.10, AB Inbev -2.4% na R1430.01.
Truworths (TRU) se groep kleinhandel verkope vir die 6m tot Des was +21% hoër. Sonder die nuwe bydra van Office was verkope dieselfde as 'n jaar gelede. Office se verkope was ook dieselfde as 'n jaar gelede. Die verdunde wesens VPA word -2% tot -7% laer verwag.
Richemont (CFR) se derde kwartaal verkope tot Des was +6% hoër.
Woolworths (WHL) se verkope vir die 6m tot Des was +6.7% hoër. Klere en algemene handelware verkope was +3.5% hoër, met inflasie van +7.3%. Voedsel verkope was +9.5% hoër met inflasie van 9.2%. Hulle verwag vir die 6m tot Des 'n wesens VPA van 234.5c tot 247.2c, -2.5% tot -7.5% laer, en verstelde wVPA van 238.3c tot 250.8c, 0% tot -5.0% laer.
Health-care stocks: Lethargic, but may yet recover - BusinessLive.
Op die internet - Suid Afrika
Useful, weird and wonderful technology - BusinessLive.
High-dose vitamin C shows promise in treatment of lung cancer and pancreatic cancer - TimesLive.
How to evict a non-paying tenant - Fin24. Die wet waarna verwys word (Prevention of Illegal Eviction Act 1998) is van toepassing op die huis eienaar, nie 'n huurder nie. Die ander wet wat dikwels gebruik word om huurders te beskerm, is van toepassing op plakkers, nie huurders nie.
Cape Town’s massive fires – Photos - Mybroadband.
Woensdag 11 Jan 2017
Op die internet
Airbus Retains Order Lead Over Boeing With Late Sales Surge - Bloomberg. Boeing: Three More Waves of Layoffs in 2017, as Orders Collapse to 7-Year Low. Shares Near All-Time High - Wolf Street. Dit is wat sal gebeur met Trump se invoer belasting. Die $ sal versterk en uitvoere sal val. Die werk wat beskerm word teen invoere, sal werk verlies beteken in uitvoere.
I helped negotiate NAFTA, and no, it isn’t ‘rigged’ - Financial Post.
Peter Tertzakian: 4 reasons why a leaner and meaner Canadian oilpatch is back in the game - Financial Post.
JSE aandele
Die JSE het +1.35% hoër gesluit. Die Rand/$ is swakker op R13.92. Brent olie is af na $54.34. Die goudprys is af na $1178.70. Groot geld het in Naspers, Sasol, Anglo en Aspen belê. Groot geld het MTN versaak.
Groot stygings: Anglo +5.4% na R216.55 (R1326M verhandel), Exxaro +3.9% na R94.15, BHP Bill +3.5% na R239.68, Investec +3.3% na R93.76, Naspers +3.2% na R2230.63 (R3366M), Aspen +3.2% na R285.24 (R370M), Reinet +2.8% na R27.32, Intu PLC +2.8% na R47.30, ARM +2.8% na R110.00, BATS +2.8% na R793.59 (R472M), Sasol +2.6% na R414.41 (R829M).
Groot dalings: Reunert -4.7% na R67.00, MTN -4.1% na R128.37 (R1901M), EOH -2.3% na R154.00, Astral -2.0% na R136.01.
Comair (COM) verwag meer as 20% groei in wVPA vir die 6m tot Des, weens die effek van 'n sterker Rand op 'n lening.
Hunker down in rand hedges - Fin24.
Op die internet - Suid Afrika
High Court exposes DMR as incompetent, irrational investment obstructor - Mining Weekly. "A judgement of the Gauteng division of the High Court of South Africa exposes the Department of Mineral Resources (DMR) as an irrational institution with a high degree of incompetence that obstructs the mining investment it is meant to facilitate, lacks energy in resolving issues, allows appeal ..."
Water shortages still a concern despite recent rainfall - Engineering News.
CSIR responds to Eskom claim of R9bn renewables-related economic loss in 2016 - Engineering News.
NFP slams chicken imports - IOL. Government must act on poultry industry crisis, says Cosatu - IOL. As Suid Afrika nie invoer heffings gehad het op motor invoere, en plaaslike motor produksie gesubsidieer het nie, sou die Rand waarskynlik swakker gewees het, en kon plaaslike hoender produksie winsgewend gewees het.
Three (unpopular) ways to create wealth - Moneyweb. Noudat die Springbokke swak vaar, kan die R759 per maand, of R9108 per jaar vir DSTV Premium ook gespaar word.
High Court dismisses schools’ application to interdict department - BusinessLive.
Dinsdag 10 Jan 2017
Op die internet
Argentina clinches deal to attract investment in Vaca Muerta shale - Reuters. Nog olie wat op die mark kom.
Trump’s Defective Industrial Policy - Project Syndicate. Ontwikkelde lande soos die VSA is grootliks verantwoordelik vir hulle eie onvermoë om mee te ding. Invoer beskerming en subsidies het derde wêreld lande soos China se geld eenhede swak gehou, wat dit meer aantreklik gemaak het vir die lande om te ontwikkel.
Living Wage Idiocy And Free Money Experiments - ZeroHedge. Die grootste rede vir lae besoldiging en werkloosheid is 'n opvoedkundige stelsel wat nie bygebly het by die vinnige tegnologiese ontwikkeling nie.
Chuck Schumer Slams Republicans For Proposing $9 Trillion In New Debt - Zero Hedge. Die houding van politici is om nou te leen, die probleme vir die volgende verkiesing te los.
VW exec arrested during Miami vacation over emissions scandal - Arstechnica. Die petrol verbruik syfers van vervaardigers is meer korrup.
JSE aandele
Iron ore the winner in 2016 stock pick competition - Moneyweb.
Die JSE het +1.35% hoër gesluit. Die Rand/$ is dieselfde op R13.66. Brent olie is af na $54.57. Die goudprys is op na $1187.30. Myne was vandag opgejaag. Daar word baie gepraat oor hoe Donald Trump die VSA ekonomie gaan groei, deur onder andere infra-struktuur te bou. Al manier hoe dit verder kan groei is deur die skuld al groter te maak.
Groot stygings: Anglo +7.2% na R205.40 (R599M verhandel), ARM +5.8% na R107.00, Richemont +4.7% na R95.50 (R1462M), Glencore +4.5% na R51.40, South32 +4.2% na R28.86, BHP Bill +4.2% na R231.59, Amplats +3.8% na R292.52, Kumba +3.3% na R165.20.
Groot dalings: Woolies -4.0% na R66.20, Massmart -3.1% na R122.00, Barlow -2.1% na R114.90.
Share Watch: 5 shares to watch in 2017 - Fin24.
Op die internet - Suid Afrika
Samsung car battery offers 500km range with 20-minute charge - Mybroadband.
Java is the most popular programming language in the world - Mybroadband.
Drunk driving may be classified the same as rape, murder in South Africa – Minister - Mybroadband. Die ANC dink hulle hoef net wette te maak, dan is probleem opgelos. Wets toepassing werk nie.
15 facts you should know about open medical schemes - Fin24.
Maandag 9 Jan 2017
Op die internet
DARPA’s Biotech Chief Says 2017 Will “Blow Our Minds” - Scientific American.
'Tooth repair drug' may replace fillings - BBC.
Zapping the brain really does seem to improve depression - New Scientist.
Venezuela hikes minimum wage 50% as hyperinflation rages - Money CNN.
Fiat Chrysler may end Mexico output if Trump tariff too high: CEO - Reuters. Invoer tariewe sal die $ versterk, wat invoere uit Mexiko goedkoper sal maak, sodat dit mededingend is na die tariewe. VSA uitvoere sal duurder wees, wat werk in die sektore in die VSA sal verminder.
Goldman Sachs Chief Economist: There are 3 big risks for 2017 - Business Insider UK.
Commodities Bust Crushes Incomes, House Prices, & Rents in Western Australia - Wolf Street.
JSE aandele
Die JSE het -0.32% laer gesluit. Die Rand/$ is dieselfde op R13.70. Brent olie is af na $55.65. Die goudprys is op na $1178.70.
Groot stygings: Massmart +2.9% na R125.90, Hyprop +2.2% na R122.99, EOH +1.9% na R160.97.
Groot dalings: Grindrod -4.2% na R12.95, Brait -3.4% na R79.52, Capco -3.3% na R48.15, Amplats -2.7% na R281.70, Intu PLC -2.7% na R46.23, AngGold -2.6% na R156.14, Harmony -2.3% na R32.55, Steinhoff -2.3% na R67.40, Bidcorp -2.2% na R235.53.
Australia predicts dramatic fall in iron ore prices - BBC.
Op die internet - Suid Afrika
New laws on gap cover and hospital cash plans
Sales of new vehicles plunge - BusinessLive.
Devaluation Looms for Nigeria Even as Forwards Ease on Oil - Bloomberg. Slegte nuus vir MTN.
Sondag 8 Jan 2017
Op die internet
A YouTube star with 7.5 million subscribers explains how she makes money — and how the industry is changing - Business Insider UK.
What Should Trump Do With Free Trade? - Talk Markets. Handel is noodwendig in balans, behalwe vir kapitaal vloei. 'n Regering kan nie deur invoer belasting of subsidies 'n onregverdige voordeel kry nie, tensy 'n land se uitvoere uniek is. Dan kan ander lande geforseer word om meer goedere aan te bied in ruil vir die unieke uitvoere. Ontwikkelde lande het dit in die verlede gedoen, wat hulle geld eenhede duur gemaak het. Nou dat China al meer gevorderde produkte maak, word dit al moeiliker. As China hulle uitvoere pryse probeer verlaag, verlaag dit hulle bevolking se lewens standaard, want hulle betaal meer vir invoere.
Op die internet - Suid Afrika
Robots show their 'personality' at big tech show - Fin24tech.
The matric numbers the government tried to hide from you - Mybroadband.
ANC is an out-of-touch and divided party that is unable to self-correct, says DA - BusinessLive. Wat kiesers en hulle politieke verteenwoordigers behoort te doen is om Suid Afrika met die res van Afrika te vergelyk. As die redes vir Suid Afrika se relatiewe ontwikkeling nie behou word nie, sal dit noodwendig verlore gaan, onder die ANC of die DA.
Why BEE is failing? - Fin24. Die grondwet verbied rasse diskriminasie. Die ANC het nooit respek gehad vir die wet nie.
Suid Afrika transformasie
Suid Afrika se politieke posisie kan opgesom word in die volgende grafiek. Die ANC dink die swartes is benadeel omdat hulle lewens standaard laer is as die blankes. Die ANC wil hulle in rigting (a) neem. Wat ANC beleid eintlik bereik is (b) om Suid Afrika terug te neem na 'n primitiewe Afrika land.
Saterdag 7 Jan 2017
Op die internet
The Problem With Forecasts - Talk Markets. Aandeel markte word ook opgestoot deur fonds bestuurders op finansieële TV kanale wat meestal positief is.
Top Ten Reasons The Fed Raises Interest Rates When There Is No Inflation - Talk Markets. Rentekoerse word kunsmatig laag gehou deur die groot aanbod van geld deur die Federale Reserwe. Die sterker $ maak invoere goedkoper, wat inflasie laer hou, en bydra tot klaarblyklike ekonomiese groei.
Auto Sales Hit Fresh High In 2016: ETFs & Stocks To Ride On - Talk Markets. Motors word op skuld gekoop, noudat dit moeiliker is om huise met skuld te koop.
Debt Surge Producing Fake Recovery - Talk Markets.
Introducing the Best of CES 2017 finalists! - Engadget.
All stories in CES - TheNextWeb.
CES 2017: Amazon's virtual aide Alexa shouts above rivals - BBC News. Huawei brings the Mate 9 to the US, but Amazon Alexa is a poor choice - TheNextWeb.
I switched from Android to iPhone 7 Plus — and I regret it wholeheartedly - Business Insider UK.
The first Hyperloop test is now just months away - Engadget. Wie wil deur 'n pyp geblaas word?
Universal Quantum computers could replace supercomputers within 5 years - NextBigFuture.
Op die internet - Suid Afrika
South Africa has one of the world’s worst education systems - The Economist. Nog 'n suksesvolle transformasie deur die ANC.
Top 10 wildlife estates for South Africa’s ultra-rich - BusinessTech.
Vrydag 6 Jan 2017
Op die internet
CES 2017: The top trends in new TVs - Yahoo Finance.
Man who says he invented e-mail sues Techdirt for disputing claim - Arstechnica.
JSE aandele
Die JSE het +1.47% hoër gesluit. Die Rand/$ is swakker op R13.68. Brent olie is af na $56.61. Die goudprys is af na $1176.60.
Groot stygings: Naspers +4.9% na R2121.50 (R1990M verhandel), FortessA +4.1% na R17.12, MTN +3.2% na R134.94 (R1021M), Richemont +2.8% na R90.38 (R634M), Redefine +2.3% na R11.40.
Groot dalings: Lewis -10.2% na R39.87, Astral -2.3% na R136.84, Massmart -1.9% na R122.35.
Op die internet - Suid Afrika
How to solve the world's banking crisis - Fin24.
Spare electricity capacity is now burning a hole in Eskom’s pocket - BusinessLive.
Property: Levelling the field - BusinessLive. "... to giving black business more action in the department’s multibillion-rand property portfolio." As swartes 23 jaar na hulle oorgeneem het nog steeds nie meeding nie, gaan dit nooit gebeur nie. Die grondwet is van toepassing op ander mense.
Donderdag 5 Jan 2017
Op die internet
The Oil Supply Glut is Here to Stay in 2017 - Wolf Street. As olie gebruikers nie afgesit word deur die effe hoër prys nie, sal hulle dieselfde hoveelheid koop. Die ekstra olie sal dan noodwendig deur nie-OPEC produsente gelewer word.
Trump: Toyota faces big tax if it builds Corolla cars for U.S. in Mexico - Reuters. Die effek van invoer belasting is in Suid Afrika te sien. Byvoorbeeld, 'n Toyota Corolla 1.8L verkoop vir net bo R200,000 in Australië. In Suid Afrika kos 'n soortgelyke model R300,000. Dit lyk of motor-kopers fabriek-werkers subsidieer, buiten die staat subsidie wat die vervaardiger kry. Die Rand word kunsmatig sterk gehou – sonder invoer belasting sou meer motors ingevoer word, en die Rand verswak het. Wat gewen word deur minder in te invoer, word verloor deur laer uitvoere van goedere wat werklik winsgewend.
Data Dive: What $30 trillion will get you - Reuters. "If you add up the value of every house on every street in every town in the United States, you come up with a very big number -- $29.6 trillion, to be exact". VSA skuld is $20 triljoen.
Meet 'Prosthesis', the terrifying 14ft-tall 'anti-robot' that can carry a human and run over 20mph almost SILENTLY - Mail Online.
JSE aandele
Die JSE het -0.56% laer gesluit. Die Rand/$ is sterker op R13.57. Brent olie is op na $57.31. Die goudprys is op na $1178.00.
Groot stygings: Lonmin +8.7% na R29.90, Harmony +4.6%, Implats +4.4% na R47.08 (R336M verhandel), Sibanye +3.9% na R27.14, Amplats +3.7% na R292.50, AngGold +3.7% na R159.00, GFields +3.5% na R45.80, Rhodes +2.7% na R27.50, Capco +2.2% na R49.00.
Groot dalings: Steinhoff -3.3% na R68.00 (411M), Truworths -3.2% na R77.45, Barc-Afr -2.9% na R166.80, FirstRand -2.8% na R52.65 (R415M), Nedbank -2.8% na R233.68, Aspen -2.8% na R275.00, MrPrice -2.7% na R153.77, RMIH -2.6% na R39.39, Woolies -2.6% na R69.09, Coronation -2.5% na R68.32.
Op die internet - Suid Afrika
What happened to the predictions of R19 to the dollar at the end of 2016? - Businesstech. As Trump voortgaan om invoere te beperk, kan die VSA dollar versterk. Anders kon die Rand versterk het, weens 'n lae groei in die geld voorraad, relatief tot die geld skepping in ander lande.
The ANC is nothing to celebrate: Numsa - BusinessTech.
Matric exams are easy – and mean very little: Jansen - BusinessTech.
Woensdag 4 Jan 2017
Op die internet
Being Good At Suffering - Talk Markets. Wanneer jou lang posisies die beste doen, of kort posisies sleg lyk, is gewoonlik net voor die mark sak.
Bank Of England Blog Warns Of Devastating Bond Market Rout, "Worse Than 1994 Massacre" - Zero Hedge. Mense wat in effekte belê terwyl Reserwe Banke 'n vloed van geld beskikbaar stel ("QE") moet seker verwag om geld te verloor.
MAP: How much EU funding countries get per person - Business Insider.
WikiLeaks To Sue CNN For Defamation - Zero Hedge.
The Curved TV Gimmick Might Finally Be Dead - Gizmodo.
Cat–astrophe! Feral Cats Have Invaded Nearly 100% of Australia - LiveScience. Australië het ook 'n haas probleem: Australia's battle with the bunny - ABC Science.
Chrysler unveils all-electric self-driving Portal car “designed by millennials for millennials” - inhabitat.
Op Twitter
Donald J. Trump @realDonaldTrump: "Thank you to Ford for scrapping a new plant in Mexico and creating 700 new jobs in the U.S. This is just the beginning - much more to follow".
JSE aandele
Die JSE het -0.51% laer gesluit. Die Rand/$ is sterker op R13.64. Brent olie is af na $55.51. Die goudprys is op na $1164.10.
Groot stygings: Group5 +10.0% na R24.81, Astral +4.1% na R139.52, Merafe +3.6% na R1.72, MMI +3.5% na R25.02, Vukile +3.3% na R18.96, Liberty +3.3% na R116.00, Northam +2.7% na R44.77, Resilient +2.4% na R115.43.
Groot dalings: Raubex -3.9% na R23.64, Grindrod -3.1% na R13.32, Ascendis -3.1% na R23.90, Anglo -3.0% na R191.49 (R535M verhandel), Exxaro -3.0% na R88.74, Brait -2.8% na R84.43, Clicks -2.5% na R114.50.
Drought is over but recovery will take years - BusinessLive.
Tencent shares' R480bn loss shows depth of China gloom - fin24tech.
Op die internet - Suid Afrika
South Africa’s real 2016 Matric pass rate – 44.8% - Mybroadband.
South Africa’s Matric pass rate – 1995 to 2016 - Mybroadband. 'n Mens kan raai wat hier gebeur het. Twee dekades gelede was die standaard deur blankes bepaal. Die slaag vereistes het al meer gedaal onder die ANC.
In Pictures: 50 years of gadgets at CES - fin24tech.
Dinsdag 3 Jan 2017
Op Twitter
Donald J. Trump @realDonaldTrump: "General Motors is sending Mexican made model of Chevy Cruze to U.S. car dealers-tax free across border. Make in U.S.A.or pay big border tax!"
Phil LeBeau @Lebeaucarnews: "Here is clarity. of the 190,000 Chevy Cruze vehicles sold in U.S. in '16, approx. 4,500 were Cruze hatchbacks built in Mexico (2.4%)".
Op die internet
Trump’s Tax Plan and the Dollar - Project Syndicate. Daar is geen manier waaop 'n regering ekonomiese beginsels kan klomp nie. Vir elke inmenging in die ekonomie deur die regering, is daar 'n teenoorgestelde reaksie om dit uit te balanseer.
Israel to test electric roads that wirelessly charge vehicles as they drive - inhabitat.
Trump Tweets, Ford & GM Counter, their Shares Jump, the Peso Plunges, but the Jobs Won’t “Come Back” to the USA - Wolf Street.
Ford cancels plan for $1.6 billion plant in Mexico after Trump criticism - Reuters. Wat Trump in effek doen is om meer lae besoldigde werk te skep, in ruil vir die hoër inkomste werk wat verloor word weens laer uitvoer, weens 'n sterker dollar. Hy forseer die VSA ekonomie om minder doeltreffend te wees.
Finland introduces basic income for unemployed - Aljazeera.
Caught On Tape: How The Robots Are Taking Over Amazon - Zero Hedge.
Breakthrough technology turns coal plant CO2 into baking powder - Inhabitat.
New evidence suggests there was something very wrong with the Titanic before the iceberg - Science Alert.
JSE aandele
Die JSE het +0.72% hoër gesluit. Die Rand/$ is R13.81. Brent olie is $58.18. Die goudprys is $1150.50. Die platinum prys is op van $902 na $937 (in Rand het die platinum prys opgegaan na R16,000/ons in die middel van 2016, en toe gedaal na R12,200 aan die einde van 2016).
Groot stygings: Lonmin +16.1% na R27.23, Northam +7.7% na R43.61, Delprop +5.8%, Amplats +4.7% na R276.72, ARM +4.2% na R102.67, PPC +4.0% na R5.75, Kumba +3.8% na R165.00, Astral +3.7% na R133.99, Implats +3.6% na R44.26.
Groot dalings: Capco -3.8% na R47.62, DRDGold -3.5% na R7.15.
Op die internet - Suid Afrika
2017 technology predictions and trends - Moneyweb.
Tip for buying a franchise: let the buyer beware - Moneyweb.
Sharp decline in imports despite stronger rand - Fin24. Die sterker Rand kan die gevolg wees van minder invoere.
Energy: Power parley - BusinessLive.
AfriForum mounts court bid to stop Eskom power cuts in nonpaying municipalities - BusinessLive.
The ‘force of mass destruction’ that threatens Zambia’s food security - BusinessLive. 'n Gebrek aan kennis van peste beheer is een rede waarom swart boere nie goed doen nie.
Maandag 2 Jan 2017
JSE aandele
Stocks start 2017 with gains, but many markets stay shut - Fin24.
Iron Ore Stocks At Chinese Ports Hit New Record Highs: Why This Is An "Ominous Sign" For Prices - Zero Hedge.
Op die internet
The Almighty Dollar and the Currencies that Crushed it in 2016 - Wolf Street. Invoer beperkings en subsidies in die VSA en Europa het hulle geld eenhede versterk, wat hulle onmededingend gemaak het, inkomste het gedaal, mense het op skuld gelewe, geld word gedruk, inflasie gaan op, en die geld eenhede verswak. 'n Lang pad is gevolg om by dieselfde eind resultaat te kom.
Waarom het (twee deur) motors van die 1970s soveel beter gelyk as vandag se motors: 5 of the Coolest Muscle Cars From 1968 – 1971 - Car Show. List of All Cars Made in 1969 - Ranker.
Donald Trump says 'no computer is safe' - The Verge. Trump Speaker Downplays Imminent "Russian Hacking" Revelations; Says "Zero Evidence" Russia Involved - Zero Hedge.
Op die internet - Suid Afrika
Want a bold 2017 prediction? Nothing will change - Moneyweb.
6 important things to consider before investing in a rental property - BusinessTech.
Sondag 1 Jan 2017
Op die internet
In 2017 cars are at the frontier of technology - The Verge. "Yet even in an ev-friendly state like California, for every electric car consumer, there are 97 drivers who will still buy gasoline powered engines".
Larry Kudlow's Strange Views About Inflation - Talk Markets. Inflasie skep ekonomiese groei, omdat lone nie by inflasie hou nie, en dus goedkoper word. Miskien dra dit ook by tot groei omdat eiendom meer aantreklik word.
How much money you would have made (or lost) with these bold market bets - Market Watch.
Trump Hints At "Russian Hacking" Revelations In Coming Days: "I Know Things Other People Don't" - Zero Hedge.
5 Blood-Boiling Cases Of Government Overreach - Zero Hedge.
Survey: 60% Of Americans Aren’t Aware Of Plug-in Electric Vehicles … At All - Clean Technica.
Op die internet - Suid Afrika
Space and Astronomy – Highlights from 2016 - Mybroadband.
DA hopes 2017 will bring positive change and leadership - BusinessLive.
IFP calls on South Africans to take a stand in 2017 - BusinessLive. Die ontwikkelde mense het die fliek al te veel kere gesien om 'n ander einde te verwag.
Ouer webjoernaal
Regstellings na: slandrp@gmail.com
Hierdie webwerf is: www.slrp.co.za/webjoernaal
Ontkenning: Geen verantwoording word vir verkeerde inligting aanvaar nie. Die inhoud moet nie as finansieële raad beskou word nie. Web blad besoekers moet hulle eie finansieële deskundige raadpleeg voor hulle op die inligting reageer.
Kopiereg @2016