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Dinsdag 28 Feb 2017

JSE aandele

Die JSE het -0.68% laer gesluit. Die Rand/$ is swakker op R13.05. Brent olie is af na $55.40. Die goudprys is af na $1258.15.

Groot stygings: ELB +12% na R24.63 (R1.8M), AECI +5.9% na R109.46, Hulamin +4.5% na R6.69, Northam +3.6% na R54.22.

Groot dalings: Harmony -5.4% na R31.90, Sibanye -5.3% na R26.31, Bidvest -5.1% na R155.02 (R363M), AngGold -3.0% na R145.61 (R374M), Spar -3.0% na R178.50, Redefine -2.7% na R10.87 (R373M).

JSE (JSE) se inkomste vir die jaar 2016 was +9.6% hoër (+3.4% in die 2de helfte), en vwVPA +3.4% hoër na 1050.7c (-11% vir die 2de helfte). Die prys/verdienste is R162.80/1050.7c = 15.5. Die dividend opbrengs is 560c/R162.80 -20% = 2.8%.

SA Corporate Real Estate (SAC) se huur uitkerings opbrengs vir 2016 is 43.02c/R5.61 = 7.7%. Groei van 6% tot 8% word vir 2017 verwag.

ELB (ELR) verwag vir die 6m tot Des 'n wesens VPA van ten minste 123.1c, teenoor 'n verlies van -51.3c 'n jaar gelede. Lae handel.

Basil Read (BSR) verwag vir die jaar 2016 'n wesens verlies per aandeel van -80c tot -98c (voorgeset -35c tot -45c). Lae handel.

Torre (TOR) se inkomste vir die 6m tot Des was -22% of -6.6% laer, en vwVPA 3.63c teenoor 14.97c 'n jaar gelede. Lae handel.

Nedbank (NED) se rente en soortgelyke inkomste was +21.7% hoër, en vwVPA +4.8% hoër na R23.50. Die prys/verdienste is R246.08/R23.50 = 10.5. Die jaar se dividend opbrengs is (570c+630c)/R246.08 -15% = 4.1%.

Steinhoff (SNH) se totale inkomste vir die eerste 3m van 2017 was +45% hoër in €. Sonder Mattress Firm en Poundland was dit +11% hoër.

Attacq (ATT) se inkomste vir die 6m tot Des was +35% hoër, en vwVPA 5.57c.

Curro (COH) se inkomste vir 2016 was +27% hoër, en vwVPA +57% hoër na 43.7c. Die prys/verdienste is R48.37/R0.437 = 111.

Wilson Bayly Holmes-Ovcon (WBO) se inkomste vir die 6m tot Des was +0.9% hoër, en wesens VPA -38% laer na 395.3c. Die jaar se dividend opbrengs is (313c+150c)/R147.01 -20% = 2.5%.

Blue Label Telecoms (BLU) se inkomste vir 6m tot Nov was +2.9% hoër, en vwVPA 81.12c, +54% hoër, of kern 82.86c. As dit herhaal sal die prys/verdienste R178.65/~2x81.12c = 11.5 wees. (sonder Oxigen waarde toename was die VPA 62.25c tot 63.34c, +14% tot +16% hoër).

AECI (AFE) se inkomste vir 2016 was +1% hoër, en vwVPA -8% laer na 800c. Die prys/verdienste is R103.35/R8.00 = 12.9. Die jaar se dividend opbrengs is (135c+300c)/R103.35 -20% = 3.4%.

Cashbuild (CSB) se inkomste vir die 6m tot Des was +15% hoër, en vwVPA +48% hoër na 1188.5c (Sonder SEB in 2015 was dit +9% hoër). Die prys/verdienste is R367.00/(1077c+1188.5c) = 16. Die jaar se dividend opbrengs is (488c+540c)/R367.00 -20% = 2.2%.

Op die internet

“It’s dead on arrival.” Republicans in Congress are balking at Trump’s sweeping budget cuts. - Vox.

Maandag 27 Feb 2017

JSE aandele

Die JSE het -0.22% laer gesluit. Die Rand/$ is sterker op R12.92. Brent olie is af na $56.39. Die goudprys is op na $1259.00.

Groot stygings: Kumba +5.3% na R217.55, Exxaro +4.6% na R108.34, BlueTel +4.6% na R18.61, Northam +3.5% na R52.32, WBHO +2.6% na R147.50, Steinhoff +2.4% na R70.90.

Groot dalings: GFields -4.2% na R41.17, Harmony -3.7% na R33.72, Implats -3.5% na R43.90, Sibanye -2.9% na R27.77, Capco -2.8% na R46.88, IntuPLC -2.3% na R46.44.

Hulamin (HLM) se inkomste vir 2016 was +20% hoër, en vwVPA 116c. As die 6m tot Des herhaal, sal die prys/verdienste R6.94/~2x72c ~ 4.8 wees. Die dividend opbrengs is (0c+15c)/R6.94 -20% = 1.7%.

SASOL (SOL) se omset vir die 6m tot Des was +0.5% hoër in Rand, en die vwVPA -34% laer na R15.12. As dit herhaal sal die prys/verdienste R371.99/~(2x R15.12) = 12.3 wees. 'n Dividend van 480c word betaal. Die jaar se dividend opbrengs is (910c+480c)R371.99 -20% =3.0%.

MTN (MTN) verwag vir die jaar 2016 'n wesens verlies per aandeel van -74c tot -81c, -455c weens boete, -45c weens rente op boete, en -73c weens regsfooie. Daarsonder sou die prys/verdienste R118.33/~496c ~ 24 gewees het.

Bidvest (BVT) se omset vir die 6m tot Des was +2.0% hoër, en voortgesette vwPVA 509.8c, +4.3% of +4.8% hoër. Die prys/verdienste is R165.15/(560c+509.8c) = 15.4. Die dividend opbrengs is (232c+227c)/R165.15 -20% = 2.2%.

Anglo profit surge has little to do with commodities rally - Moneyweb.

Telkom FreeMe Family kills Vodacom and MTN - Broadband.

South African retailers marching to our shores (Australië) - SMH.

Woolworths' nightmare in Australia - BusinessLive.

Op die internet

Don’t be fooled by the pretty box: find out the horror behind your egg - The Guardian.

Op die internet - Suid Afrika

Over half of Joburg and Durban’s water is “missing” due to leaks and illegal usage - BusinessTech.

Millions of Aarto fines must be cancelled – Fines4U - Moneyweb.

All Oscar-nominated films are available on pirate websites - Mybroadband. Rolprente wat vir 'n Oscar genomineer word is kunstig, wat die teenoorgestelde is van vermaaklik. 'n Oscar is 'n aanduiding dat 'n fliek vermy kan word.

Is Charlize Theron dead? – Most popular searches on Google in South Africa - Mybroadband.

Sondag 26 Feb 2017

Op die internet

Half of ALL species could be extinct by the end of the century, experts warn - Mail Online.

Swedish policeman blames migrants for the majority of country's rapes and shootings and accuses politicians of 'turning a blind eye' - Mail Online.

Op die internet - Suid Afrika

Bus Rapid Transit bleeding cash - Fin24.

Agencies sound alarm over state guarantees - Fin24.

Land reform is ‘captured’ - Fin24. In 'n vrye mark eindig die mees produktiewe boere met die meeste grond. Daar is geen beter manier om grond toe te ken nie.

These are the most popular used cars in South Africa - BusinessTech.

JSE aandele

SA wine farmers feeling the pressure - Fin24.

Saterdag 25 Feb 2017

Op die internet

Less nuclear energy has meant higher costs, less clean energy overall and more deaths - Next Big Future.
Mense konsentreer net op die prys van hernubare energie, en ignoreer die feit dat die wisselvalligheid beteken dat 'n gelyke hoeveelheid gas, steenkool of kernkrag nodig is vir die af tye.

Humans Are Driving a New Burst of Evolution - Including Possibly Our Own - Science Alert.

The First Signs of Obesity in Certain Arctic Groups Have Been Linked to Instant Noodles - Science Alert.

Largest grid-tied lithium ion battery system deployed today in San Diego - Ars Technica. Net 20,000 kliente.

China Steamrolls Past US, France To Be Germany’s Biggest Trading Partner - Talk Markets. Die gebruik van goedkoop arbeid in ander lande verhoog die lewens standaard, in teenstelling met Trump se beleid.

Data Fraud At Chinese Province Suggests Local GDP Numbers As Much As 20% "Overcooked" - Zero Hedge. Geen regering wil bekend maak aan die publiek dat die ekonomie krimp nie. Daarom is inflasie syfers nie geloofwaardig nie.

Warren Buffett just shared his best investment advice, and said the 'elite' have wasted $100 billion ignoring it - Business Insider. Buffett scorns tricky Wall Street accounting, but defends buybacks - Reuters. Learning From Buffett As Markets Drift Higher - Talk Markets. Warren Buffett’s latest stock play is a clue for reading the Trump-era economy - Businesstech.

Belasting

Soos aangedui in onderstaande diagram, belasting neem geld uit ekonomie, en deel dit regstreeks uit. Omdat mense nie hoef te werk vir die voordele nie, verminder dit ekonomiese uitset.

Vrydag 24 Feb 2017

Op die internet

The US Stock Market Is Highly Overvalued. Here's Why... - Zero Hedge. Aandeel mark waardasies hang af van die opbrengs op ander bate klasse, soos die rente op kontant. Die probleem is die rentekoerse was kunsmatig laag gehou deur die Federale Reserwe se lenings, en deur buitelandse lenings wat dalk vir alternatiewe redes gemaak word.

All that positive economic data is just a head fake - Brexit really has pushed Britain to the edge of the cliff - Business Insider UK.

Two Things You Should Know About Germany’s Budget Surplus - Talk Markets.

Starwood REIT CEO: "The Manhattan High-End Condo Market Is A Catastrophe" - Zero Hedge.

Tesla will begin selling its solar roof this year — here's everything you need to know - Business Insider. Goeie idee, solank jy net die elektrisiteit benodig wanneer die son skyn, anders betaal ander verbruikers vir die elektrisiteits kapasiteit wat jy benodig wanneer dit bewolk is.

Op die internet - Suid Afrika

How world sees SA: Under Zuma, South Africa is an organised crime syndicate heading for ruin - Biznews.

Joburg mayor considers plan to take back the city CBD using US Iraqi war tactics - Businesstech.

Electricity-mix model shows South Africa won’t need to trade off clean for low-cost - Engineering News. Eskom se spaar kapasiteit (wat nodig is wanneer die son en wind nie beskikbaar is nie) is omtrent gelyk aan die hernubare energie bronne, wat beteken dat hernubare energie van geen nut is nie. Denemarke se geïnstalleerde kapasiteit was 12.4GW in 2013, wat elektrisiteit van 108.6TWh kon lewer, maar net 34.7TWh was opgewek, waarvan 11.1TWh deur wind. Die verhouding van kapasiteit tot benutting is belaglik.

Op Twitter: Russell Lamberti @RussLamberti: "Treasury's top marginal tax of 45% expected to raise extra ZAR4bn. That's 0.1% of GDP. Piddly return for pushing wealthy further from SA."

JSE aandele

Die JSE het -1.10% laer gesluit. Die Rand/$ is swakker op R12.96. Brent olie is af na $56.43. Die goudprys is op na $1256.07. Die yster erts prys is $87.41, teenoor $85.72 'n week gelede.

Groot stygings: Bidcorp +4.4% na R268.50 (R505M), Massmart +3.6% na R150.48, Hyprop +3.4% na R124.00.

Groot dalings: Exxaro -7.2% na R103.62, Glencore -5.9% na R51.90 (R362M), Kumba -5.7% na R206.54, Northam -5.5% na R50.53, ARM -5.3% na R104.32, Anglo -5.2% na R202.10 (R691M), Tsogo Sun -5.0% na R27.55, BHP Bill -4.4% na R212.00 (R679M), South32 -3.9% na R23.90.

Hyprop (HYP) se 6m dividend tot Des van 342.8c tot 348.4c (+15% tot +17% hoër) is 'n jaar ekwivalente opbrengs van ~2x345.6c/R121.78 = 5.7%.

Northam Platinum (NHM) se verkoops inkomste vir die 6m tot Des was +7.9% hoër, en verdunde wesens verlies per aandeel -64.7c, teenoor -66.3c 'n jaar gelede. Die prys/verkope is R53.45/~2xR9.89 ~2.7.

Liberty Holding Ltd (LBH) se versekering premies vir 2016 was +5.2% hoër, en total inkomste -15% laer. Verdunde wesens verdienste per aandeel was -46% laer na 789c. Die prys/verdienste is R113.50/789c = 14.4. Die dividend opbrengs is (276c+415c)/R113.50 -20% = 4.9%.

Donderdag 23 Feb 2017

Op die internet

You should be eating 10 pieces of fruit or veg every day, not 5 - New Scientist.

Astronomers discover 7 Earth-sized planets orbiting nearby star - CNN. Net 40 lig jare ver. List of nearest stars and brown dwarfs - Wikipedia.

Op die internet - Suid Afrika

Dysfunctional SA’s day of reckoning is coming – US expert - Fin24.

You will now be taxed R239 when you fill up at the petrol station - BusinessTech.

South Africa is going to court to stop itself from going bankrupt - BusinessTech.

“Where is that corrupt bastard?” – Welcome to Parliament, Brian Molefe - BusinessTech.

A tax revolt may be next in South Africa - Mybroadband. In Afrika ignoreer inboorlinge gewoonlik wette, en betaal nie belasting nie. Daarom belas Afrika regerings besighede.

Nersa grants Eskom a far smaller tariff increase than in the past two years - BusinessLive.

JSE aandele

Die JSE het +0.18% hoër gesluit. Die Rand/$ is sterker op R12.87. Brent olie is op na $56.86. Die goudprys is op na $1247.47.

Groot stygings: Bidcorp +11.1% na R257.25 (R907M), Balwin +10.4% na R8.50, Massmart +10.3% na R145.25, Intu PLC +5.7% na R47.70, Assore +4.7% na R274.51, Discovery +4.3% na R124.70 (R585M), Tsogo Sun +3.8% na R29.01, Glencore +3.8% na R55.18.

Groot dalings: Tharisa -5.3% na R25.96, Capco -4.9% na R48.08, Implats -4.6% na R47.00 (R299M), PPC -4.0% na R6.81, Richemont -2.7% na R96.84 (R365M).

RCL Foods (RCL) se inkomste vir die 6m tot Des was +1.6% hoër, en vwVPA 47.4c, -45% laer.

Balwin Properties (BWN) verwag vir die jaar tot Feb 'n wVPA van 136c tot 141c, +3.8% tot +7.6% hoër.

Ascendis Health (ASC) verwag vir die 6m tot Des 'n wesens VPA van 40c tot 43c, -12% tot -18% laer, of genormaliseerd 72c tot 76c, +29% tot +36% hoër.

Discovery (DSY) se versekering premie inkomste vir die 6m tot Des was +3.8% hoër, en netto inkomste 1.4% hoër. vwVPA was +13.4% hoër na 313.7c, of genormaliseerd +2% hoër na 338.6c. Die prys/verdienste is R126.32/(290c+313.7c) = 20.3, of genormaliseerd R126.32/(339.2c+338.6c) = 18.6. Die dividend opbrengs is (90c+88c)/R126.32 -20% = 1.1%.

Mondi (MND, MNP) se inkomste vir 2016 was -2% laer in €, en vwVPA +10.3% hoër na €1.358 (-3.5% laer vir die 6m tot Des). Die prys/verdienste is R306.26/€1.358xR13.67 = 16.5. Die dividend opbrengs is €(0.1881+0.3819)xR13.67/R306.26 -20% = 2.0%.

British American Tobacco (BTI) se inkomste vir 2016 was +12.6% hoër in £, en vwVPA -2.4% laer na 204.8p, of verstelde verdienste per aandeel +19% hoër na 247.5p. Die prys/verdienste is R806.94/204.8pxR16.17 = 24. Die dividend opbrengs (51.3p+118.1p)xR16.17/R806.94 -20% = 2.7%.

Intu Prop (ITU) se netto huur inkomste vir die jaar 2016 was +4.4% hoër in £. Die dividend is +2.2% hoër na 14.0p, wat 'n opbrengs is van 14.0pxR16.16/R47.18 = 4.8%.

Glencore Xstrata (GLN) se inkomste vir 2016 was -10.3% laer, of +3.8% hoër op herverklaarde inkomste. Die vwVPA is $0.03 teenoor -$0.03 in 2015.

Spur (SUR) se inkomste vir die 6m tot Des was -10.2% laer of +7.7% hoër op voortgesette besigheid. Die vwVPA was 114.19c, +12% hoër, of +20% hoër op voortgeset. Die prys/verdienste is R33.10/(69.3c+114.19c) = 18. Die dividend opbrengs is (73c+71c)/R33.10 -20% = 3.5%.

Mustek (MST) se inkomste vir die 6m tot Des was +5.6% hoër, en vwVPA -28% laer na 37.34c.

Distell (DST) se inkomste vir die 6m tot Des was +2.4% hoër, en vwVPA +1.2% hoër na 535.9c. Die prys/verdienste is R143.00/(203c+536c) = 19.4. Die dividend opbrengs is (214c+165c)/R143.00 -20% = 2.1%.

Sibanye Gold (SGL) se inkomste vir 2016 was +19% hoër in $ (+27% vir die 6m tot Des), en vwVPA $0.18 ($0.10 vir die 6m tot Des), of R2.69 (R1.48 vir 6m tot Des). Finale dividend R0.60.

Petmin (PET) se inkomste vir die 6m tot Des was -5.8% laer, en vwVPA -42% laer na 8.30c.

Afrox (AFX) se inkomste vir die jaar 2016 was +1.2% hoër, en wesens VPA +36% hoër na 189.4c. Die prys/verdienste is R19.74/189.4c = 10.4. Die dividend opbrengs is 94c/R19.74 -20% = 3.8%.

Massmart (MSM) se inkomste vir die jaar 2016 was +7.9% hoër, en vwVPA +15.5% hoër na 587.6c. Die prys/verdienste is R131.71/587.6c = 22. Die dividend opbrengs is (74.10c+224.8c)/R131.71 -20% = 1.8%. Verkope het vir die 8 weke tot 19 Feb +0.6% gegroei.

Bid Corp (BID) se inkomste vir die 6m tot Des was -0.5% laer pro forma, of +4.7% hoër in werklikheid, en vwVPA +21% hoër na 598.8c pro forma. Die prys/verdienste is R231.50/(581.1c+598.8c) = 19.6. Die dividend opbrengs is (241c+250c)/R231.50 -20% = 1.7%.

Barclays Africa (BGA) se inkomste vir die jaar 2016 was +7.7% hoër, en vwVPA +4.9% hoër na 1769.4c. Die prys/verdienste is R157.57/1769.4c = 8.9. Die jaar se dividend opbrengs is (460c+570c)/R157.57 -20% = 5.2%.

Implats (IMP) se inkomste vir die 6m tot Des was +8.3% hoër, en verdunde wesens verlies per aandeel -70c. Die prys/verkope is R49.28/~2xR25.25 ~ 0.98.

Clarity sought on Gordhan’s dividend withholding tax changes - BusinessLive. Om maatskappy wins tweekeer te belas maak nie sin nie.

Woensdag 22 Feb 2017

Op die internet

NASA’s longshot bet on a revolutionary rocket may be about to pay off - Ars Technica.

Unleashing Wall Street - Zero Hedge. Beleggers is soos passasiers op die Titanic wat nog jolig partytjie hou.

What’s A Prudent Investor To Do? - Talk Markets.

The $74 Trillion Global Economy in One Chart - Visual Capitalist. Dit wys hoe min die swart meerderheid in Suid Afrika bydrae tot die ekonomie. Die SA bevolking is so groot soos die Verenigde Koninkryk, maar produseer 'n tiende. Nigerië se bevolking, wat al by 190M trek, is drie keer groter, maar ekonomiese uitset is dieselfde danksy olie.

As China's Housing Minister Admits There Is A Bubble, Axiom Warns "Sell Commodities Now" - Zero Hedge.

How unlimited student loans drive up tuition - AEI.

Tesla Gigafactory 1 has 35% battery cost reduction to about $124/kWh and Tesla planing for 3 more Gigafactories - Next Big Future. Dit is R1600/kWh, wat ekwivalent is aan 'n 12V 83Ah battery.

Suid Afrika begroting

Die geskatte inkomste vir 2016/17 van R1297.3B is 6.1% hoër as 'n jaar gelede, en die uitgawes is +4.7% hoër. Die uitgawes vir 2016/17 van R1445.2B is 11.4% meer as die inkomste. Die geskatte inkomste vir 2017/18 is +9.0% hoër as 2016/17, terwyl die geskatte uitgawes +8.2% meer is (Die regering sal moet geld druk om laasgenoemde groei te kry, want dit gaan nie ekonomiese groei wees nie).

Almal se inkomste belasting gaan op, veral die lae inkomste groep. Die persentasie hang net af van die werklike inflasie koers. Die primêre korting is net met 1% verhoog van R13,500 na R13,635, wat die belasting drempel 1% verhoog na R75,750. Na 'n salaris verhoging van sê 9%, sal 'n persoon wat R100,000 verdien se belasting 33% opgaan van R4500 na R5985. Op 'n inkomste van R200,000 gaan belasting +18.7% op, ens. Die maksimum belasting koers is op van 41% na 45%.

Dividend belasting gaan op van 15% na 20% (nog minder rede om dividend te betaal). Rente inkomste wat vrygestel word, het glad nie opgegaan nie. Kapitaal wins belasting insluitingskoers vir individue is steeds 40%. Die hereregte drempel is van R750,000 na R900,000 verhoog. Op 'n eiendom van R2M gaan hereregte op met +7.8% as inflasie 6% is, of +15.2% as inflasie 9% is. Die brandstof heffing gaan op met 30c/liter, en 9c vir die pad ongeluk fonds heffing.

Die uitgawes op sosiale dienste vermeerder +8.3%, met sosiale toelae op met +7.2%, en publieke behuising +6.0%. Mediese uitgawes styg +11.3%. Uitgawes op water bronne en groot infrastruktuur val -7.5%. Die koste van skuld gaan op met +13.3% van 2015/16 na 2016/17 (sonder 'n verminder van uitgawes gaan die skuld net meer ophoop).

Al wat belasting bereik is om geld wat mense kon verdien het deur werk te doen, weg te neem van die werkgewers, en dit direk uit te deel aan mense wat niks doen daarvoor nie.

How much more you’ll pay for alcohol and cigarettes thanks to tax hikes in South Africa - Mybroadband.

Op Twitter: Chris Hart @chrishartZA: "A strongly anti-growth Budget again". "Higher tax rates are not producing the expected tax take. Generating a vicious cycle."

Op Twitter: George Glynos @George_Glynos "Abraham Lincoln quote comes to mind "you can't make the poor rich by making the rich poorer". Hidden under the guise of transformation."

JSE aandele

Die JSE het -0.95% laer gesluit. Die Rand/$ is sterker op R13.10. Brent olie is af na $55.87. Die goudprys is op na $1236.03. Myne is laer. Die yster erts prys bly by $87.28.

Groot stygings: Adcock +5.1% na R57.80, Exxaro +4.0% na R114.40 (R497M), Capco +3.5% na R50.55, Hudaco +2.9% na R141.00.

Groot dalings: Phoenix -8.1% na 57c, AngGold -4.4% na R157.79 (R442M), Dis-chem -4.1% na R24.15, Assore -4.0% na R262.09, Anglo -3.8% na R211.71 (R682M), BHPBill -3.1% na R221.89 (R643M), Imperial -3.0% na R170.81.

Sibanye Gold (SGL) verwag vir die jaar 2016 'n wesens VPA van 270c, teenoor 74c in 2015.

Murray & Roberts (MUR) se inkomste vir die 6m tot Des was -30% of -18% laer, en die verdunde wesens verlies per aandeel -4c, of voortgeset 27c.

Advanced Health (AVL) se inkomste vir die 6m tot Des was +45% hoër, en die verdunde wesens verlies per aandeel -10.52c.

Assore (ASR) se vwVPA vir die 6m tot Des was R21.05. As dit herhaal sal die prys/verdienste R276.72/~2xR21.05 ~ 6.6 wees. Die aandeel prys het grootliks herstel van R60, op pad terug na die R400 van drie jaar gelede.

Capital & Counties Properties (CCO) se netto bate waarde was 340p x R16.75 = R56.95 op 31 Des 2016, teenoor 361p x R23.11 = R83.43 'n jaar gelede. Inkomste is +10.9% hoër. Die dividend van 1.5p is dieselfde as 'n jaar gelede.

Arrowhead (AWA) se kwartaalikse huur uitkering van 21.41c, is 'n opbrengs van 4x21.41c/R8.94 = 9.6%.

Group Five (GRF) se inkomste vir die 6m tot Des -20% laer, en die verdunde wesens verlies per aandeel -309c.

Adcock Ingram (AIP) se inkomste vir die 6m tot Des was +8.2% of +11.2% hoër, en vwVPA +49% hoër na 148.6c. As dit herhaal is die prys/verdienste R55.00/(~2x148.6c) ~ 18.5. Die ekwivalente dividend opbrengs is ~2x63c/R55.00 -15% ~ 1.9%.

Germany’s Helmig family said to weigh deal with Murray & Roberts - Moneyweb.

Dinsdag 21 Feb 2017

Petrol prys inflasie

Nege jaar gelede, in Feb 2008 was die petrol prys (95 loodvry by die kus) R7.40. Dit is nou R13.14. Dit is inflasie van 6.6% per jaar. Die $ olie prys het omtrent -6.1% per jaar geval oor die tydperk (die prys is baie wisselvallig). Dit gee 'n totale inflasie koers van 13.5% per jaar.

JSE aandele

Die JSE het +0.05% hoër gesluit. Die Rand/$ is swakker op R13.16. Brent olie is op na $57.06. Die goudprys is af na $1233.20.

Groot stygings: Exxaro +4.9% na R110.00, Shoprite +3.5% na R194.62 (R1207M), Kumba +3.2% na R220.28, Curro +3.0% na R48.73, Steinhoff +2.7% na R72.00 (R1084m).

Groot dalings: Medclin -4.6% na R124.25 (R800M), Supergroup -4.2% na R33.86, Telkom -3.7% na R69.27, Cashbld -3.2% na R365.01, Zeder -3.2% na R7.20.

Tiger Brands (TBS) se inkomste vir die 4m tot 31 Jan was +12% hoër sonder TBCG (DFM) se bydrae 'n jaar gelede.

Pioneer (PFG) verwag vir die 6m tot Maart 'n wesens VPA van 250.4c tot 345.0c, -38% tot -55% laer, weens 'n SEB transaksie in die vorige tydperk. Dan sal die prys/verdienste rondom R159.55/~(323c+298c) = 26 wees.

Murray & Roberts (MUR) se aandele was deur kliente van Allan Gray, en deur Sanlam Investment Management verkoop.

Anglo American (AGL) se inkomste vir die jaar 2016 was +4.5% hoër in $, en vwVPA $1.47 teenoor $0.29 in 2015 ($1.13 vir die 6m tot Des). As die tweede helfte herhaal, sal die prys/verdienste R204.12/(2x$1.13xR13.08) = 6.9 wees, die prys/verkope R204.12/(2x$8.80xR13.08) = 0.89, en netto wins marge 12.8%. Geen dividend vir 2016. Anglo to hold Kumba as Cutifani ends disposals plan - Miningmx.

Volgens Mediclinic Int (MEI) het die uitdagende omstandighede in Abu Dhabi in die tweede helfte voortgeduur.

BHP Billiton (BIL) se inkomste vir die 6m tot Des was +20% hoër in $, en vwVPA $0.554. As dit herhaal is die prys/verdienste R226.73/(2x$0.554xR13.08) ~ 15.6, die prys/verkope R226.73/(2x$3.52xR13.08) ~ 2.5, en netto wins marge 15.7%. Dividend $0.40.

Cashbuild (CSB) verwag vir die 6m tot Des dat die vwVPA +38% tot +48% hoër sal wees. Sonder 'n SEB transaksie sou dit +5% tot +10% hoër gewees het.

Shoprite (SHP) se inkomste vir die 6m tot Des was +14% hoër, en vwVPA +14.1% of +15.6% hoër na 460c. Die prys/verdienste is R188.00/(464c+460c) = 20. Die dividend opbrengs is (296c+180c)/R188.00 -15% = 2.2%.

Imperial (IPL) se inkomste vir die 6m tot Des was +2.4% hoër, vwVPA -16% laer na 667c, of kern -8% laer na 777c. Tussen dividend 320c. Restructured Imperial continues disposal spree - Engineering News.

AngloGold Ashanti (ANG) se inkomste vir 2016 was +1.9% hoër in $, en +8.1% vir die 6m tot Des. Verdunde wesens VPA was $0.27 vir 2016, teenoor -$0.18 in 2015, en $0.04 vir die 6m tot Des, teenoor $0.13 'n jaar gelede. Die prys/verkope is R165.83/($10.29xR13.08) = 1.2. Dividend R1.30.

New Capitec banking fees for 2017 - BusinessTech.

Telkom ‘mulling’ R13bn bid for Cell C - TechCentral. Nog iets wat hulle kan opneuk. Cell C will not sell to Telkom - Mybroadband.

Op die internet - Suid Afrika

POLITICS LIVE: Two graphs that show how Zumanomics is trashing the budget - BusinessLive.

Why you should have put your money on South Africa over the past 100 years - BusinessTech. Die inflasie koers wat afgetrek was, is nie betroubaar nie.

IN PICTURES: Rain and flooding across SA - ENCA. (Weather map - Kobus Botha)

Why opposition parties struggle to win power - BusinessTech. Al manier hoe partye op gelyke voet kan meeding, is as die heersende party na hulle 'n termyn gedien het, nie in die daaropvolgende verkiesing mag staan nie. Hoe langer 'n party in bewind bly, hoe minder slaan hulle ag op die openbare mening.

Op die internet

Here’s 40 Stock Market Terms That Every Beginner Should Know- Visual Capitalist.

Biggest Gasoline Glut In 27 Years Could Crash Oil Markets - Wolf Street. As elektriese voertuie se mark aandeel aanhou styg sal dit seker 'n effek begin hê op die aanvraag na brandstof.

Why We're In A Bubble – And Two Companies That Will Pop First - Talk Markets. Die prys/verdienste van 22 lyk nie so sleg nie, maar daarby is ingesluit aandele wat geweldig duur is, en maatskappye wat dalende inkomste en wins het.

Here's why buying a London property is probably one of the best investments you can ever make - Business Insider UK. Vergelyk die styging in huis pryse met die groei in skuld: Shock UK deficit figures dent George Osborne's economic plan - The Guardian.

Graphene oxide supercapacitor commercial prototype targeted within 2 years - Next Big Future.

Maandag 20 Feb 2017

JSE aandele

Die JSE het +0.64% hoër gesluit. Die Rand/$ is sterker op R13.06. Brent olie is op na $56.07. Die goudprys is af na $1237.40.

Groot stygings: Shoprite +8.6% na R188.00 (R1589M), SteinHV +5.0% na R70.11 (R830M), Hammerson +4.5% na R96.10, Naspers +2.5% na R2206.00 (R1754M).

Groot dalings: Supergrp -4.8% na R35.35, Pan-Af -4.4% na R2.80, AngGold -4.2% na R165.83, GFields -3.8% na R42.50, Medclin -3.5% na R130.24, Pnr Foods -2.6% na R165.14, Northam -2.6% na R52.13.

Aveng (AEG) se inkomste vir die 6m tot Des was -21% laer, en het 'n verdunde wesens verlies per aandeel van -97.2c gehad.

Supergroup (SPG) se inkomste vir die 6m tot Des was +15% hoër, en vwVPA -9.1% laer na 141.9c, of kern +3.5% hoër na 160.9c.

Petmin (PET) se wVPA vir die 6m tot Des is -42% laer na 8.3c.

Discovery (DSY) verwag vir die 6m tot Des dat wesens VPA sal toeneem met +10% tot +15% na 308.7c tot 322.7c, of genormaliseerd 0% tot +5% na 336.6c tot 353.4c.

Shoprite (SHP) en Steinhoff (SNH) het samesmelting onderhandelings beëindig.

MMI (MMI) verwag vir die 6m 'n kern wesens VPA 0% tot -10% laer, en basiese wesens VPA -25% tot -35% laer na 59c tot 68c.

Rolfes (RLF) se inkomste vir die 6m tot Des was +31% hoër, en vwVPA +34% hoër na 37.85c. Die prys/verdienste is 522c/(24.9c+37.85c) = 8.3. Die dividend opbrengs is (6c+4c)/522c -15% = 1.6%.

Op die internet - Suid Afrika

The type of property that delivers the best return for investors in South Africa - BusinessTech.

List of countries by tax revenue as percentage of GDP - Wikipedia. Suid Afrika se belasting koers is nie ongewoon nie, maar in ander lande ontvang belasting betalers regerings dienste. In Suid Afrika moet die belasting betalers ook nog vir eie private dienste betaal.

DA to call for comprehensive spending review - Fin24. Wat die DA sê is: moenie geld uitgee soos ons in Kaapstad doen nie, waar eiendoms belasting verhoog word met dubbel die inflasie koers – eers op die belasting koers, en dan met eiendoms waardasie aanpassings.

Growing commodity demand positive for SA - economist - Fin24. Die beplande infrastruktuur is relatief min (vergeleke met China), en kongres sal waarskynlik verhoed dat Trump skuld vergroot. Ander dele van die wêreld het baie meer yster en koper.

Beware of these unsafe plug adapters in South Africa - Mybroadband.

Op die internet

Achieving an African Industrial Revolution - Project Syndicate. Dit werk nie. Sodra daar kolle van voorspoed ontstaan, belas korrupte Afrika regerings dit, en deel dit uit.

Why Toronto (and Other Cities) Inflate Housing Bubbles to the Bitter End - Wolf Street.

Alan Greenspan: Ron Paul Was Right About The Gold Standard - Zero Hedge.

Trump Slams 'Fake News' Lies That Sweden's Mass Immigration "Is Working Out Just Beautifully" - Zero Hedge. Swede was gekant teen apartheid, maar wil self nie-blankes uithou.

Sondag 19 Feb 2017

Op die internet

Alan Greenspan just explained how 'productivity' caused Brexit and Trump, in 10 elegant sentences - Business Insider.

Op die internet - Suid Afrika

Retirement income in a low-return world - Moneyweb. Beleggings wat net 4% inkomste lewer is waarskynlik oorprys.

Matching your 2017 investment goals with the right fund - Moneyweb. "While 2016 was a tepid year in terms of growth for South Africa, 2017 is expected to be better ...". Met stygende rentekoerse in die VSA, Trump se handels beperkings, die Suid Afrikaanse regerings se stygende belasting, en die Europese weerstand teen die Euro geld eenheid kan 2017 veel erger wees as 2016.

Buy your dream entrepreneurial business - Moneyweb. "... the percentage of the adult population that are owners or managers of businesses that have been in operation for more than 42 months – is only 2.5% ..."

These are the 248 Ivy League courses you can take for free online - BusinessTech.

JSE aandele

Amplats gets leaner and meaner - Fin24. Inkomste krimp relatief tot inflasie (R236 per aandeel in 2016 teenoor R216 in 2008). Dit is alreeds geprys vir 'n groot herstel in wins, wat laas hoog was in 2008 (toe die netto wins marge 26% was).

Sasol deal 'rips off' Mozambique - Fin24.

Saterdag 18 Feb 2017

Op die internet

The Mother Of All Financial Bubbles: "This Is The Very Definition Of Unsustainable" - Zero Hedge.

Trump’s Rosy Scenario - Paul Krugman, NY Times. Die skuld wat Trump geërf het is wel 'n gemors. Vir die VSA om te groei sal meer skuld vereis, en 'n verdere gebruik van goedkoop arbeid in ander lande.

Norway Central Banker Warns Of Massive 50% Drop In Wealth Fund Assets To Cover Budget Deficits - Zero Hedge.

Is 50% Of Western Central Bank Gold Gone? - Talk Markets. Goud lyk interessant.

How to use Instagram, Snapchat on a PC or Mac - USA Today.

Perovskite mixed into solar ink can print 20.1% efficient solar onto glass or plastic - Next Big Future.

China counting on high speed rail to drive domestic tourism to about 10% of GDP - Next Big Future. Hoë spoed treine kan baie voordelig wees.

Op die internet - Suid Afrika

Does it make sense to buy a home or invest in property in Sandton? - BusinessTech. 'n Eiland van ontwikkeling in 'n oseaan van verval.

Take the burn out of your medical scheme membership - Moneyweb.

How much blood can you buy for $13 billion? (Zimbabwe) - Moneyweb.

Vrydag 17 Feb 2017

Op die internet

It Is About Time That We Had A President That Was Willing To Go To War With The Mainstream Media - The Economic Collapse. Media is gewoonlik liberaal, en liberalisme lei tot die verval van 'n beskawing.

Australian Conservatives Attack Chief Scientist For Failing To Toe Fossil Fuel Party Line - Clean Technica.

The Biggest Myths In Investing, Part 5 – Bonds Lose Value If Rates Rise - Talk Markets.

Trump just used Boeing's new global airliner to attack globalization - Business Insider. World Class Supplier Quality - Boeing. "On the 787 program, content from non-U.S. suppliers accounts for about 30 percent of purchased parts and assemblies." Van 9 Sep 2016: China manufacturer delivers components for new Boeing airplanes - China.org.cn. Van 12 Aug 2014: Two-thirds of Boeing’s $6Billion Cost Cutting Will Come from Its Supply Chain - Supply Chain 24.

Trump's most chilling economic lie - Joseph Stiglitz, Vanity Fair. "A so-called trade war with China would be an absolute disaster for the United States and its citizens."

NO HOLDS BARRED: Trump, in unprecedented fashion, airs grievances in an epic 77-minute press conference - Business Insider UK.

Chasing the Canadian dream: The real force driving the housing boom in our big cities - Financial Post. "An average new single-family detached home in the Greater Toronto Area (GTA) was $1,264,604 in 2016". Dit is R12.6M.

“Glassy carbon” electrodes transmit more robust signals to restore motion in people with damaged spinal cords - Next Big Future.

Juno spacecraft gives up, decides to take the long way around Jupiter - Popular Science.

JSE aandele

Die JSE het -0.69% laer gesluit. Die Rand/$ is swakker op R13.08. Brent olie is af na $55.42. Die goudprys is op na $1239.50. Yster erts verhandel teen $85.72.

Groot stygings: Phoenix +10.2% na 65c, Adcorp +6.6% na R18.49 (R0.68M), Truworths +5.7% na R89.00 (R770M), Amplats +4.5% na R327.59 (R486M), DRDGold +4.5% na R8.63, Northam +3.7% na R53.50.

Groot dalings: WBHO -3.9% na R146.35, Aspen -2.6% na R288.82 (R513M), Sanlam -2.1% na R18.90.

Blue Label Telecoms (BLU) verwag vir die 6m tot Nov 'n wesens VPA van 80.96c tot 83.09c, +52% tot +56% hoër, en kern 81.90c tot 84.63c, +50% tot +55% hoër. Sonder die toename in die waardasie van Oxigen sou die kern wVPA 62.25c tot 63.34c wees, +14% tot +16% hoër. As die totale kern wVPA herhaal sal die prys/verdienste rondom R17.81/~R1.64 ~ 10.8 wees.

Murray & Roberts (MUR) verklaar dat 22% van hulle aandele gister verhandel was, teen 'n gemiddelde prys van R14.91, deur onbekende kopers. (Dalk 'n aandeel houer wat genoeg gehad het van verliese deur die bestuur).

Why struggling MTN is a 'buy' - BusinessLive. Daar is te veel mededinging. Die plaaslike en nasionale regerings in Suid Afrika skep hulle selfoon netwerke wat gratis dienste bied. Die sterk Rand gee swakker buitelandse syfers. Die Nigeriese boete word oor 3 jaar afbetaal.

Op die internet - Suid Afrika

Nearly 200 more unit trusts registered in SA last year - Moneyweb. "These structures save a lot of money due to the fact there is no CGT when changes are made to portfolios" - dit is wat gebeur wanneer regering inmeng. Die aantal fondse relatief tot die getal aandele is belaglik. 'n Groot mark val is nodig om 'n einde te bring aan hoër waardasies as gevolg van die fondse.

DStv 2017 price hike coming in April - Channel24. Die Rand het 25% versterk sedert verlede jaar. Pryse behoort af te kom.

How electric cars could change everything - Techcentral. Dit is onprakties vir elektrisiteits verskaffers om elektriese voertuig batterye as stoor te gebruik, want die voertuig eienaars wil nie batterye hê wat pap of half-pap is nie.

Donderdag 16 Feb 2017

JSE aandele

Die JSE het +0.19% hoër gesluit. Die Rand/$ is sterker op R12.95. Brent olie is af na $55.69. Die goudprys is op na $1238.40.

Groot stygings: M&R Hold +34% na R15.00 (R139M verhandel), Phoenix +9.3% na 59c, WBHO +5.1% na R152.30, Aveng +3.8% na R7.36, Naspers +2.2% na R2166.45 (R1753M), MTN +2.1% na R119.50 (R501M).

Groot dalings: Aspen -4.0% na R296.57 (R596M), Woolies -3.9% na R70.50 (R756M), CityLodge -3.6% na R147.12, ARM -3.3% na R109.12, Amplats -3.1% na R313.40.

Truworths International (TRU) se inkomste vir die 6m tot Des was +21% hoër, en vwVPA -3% laer na 391.9c. Die jaar se dividend opbrengs is (175c+270c)/R84.23 -15% = 3.5%.

Mpact (MPT) verwag vir die 6m tot Des 'n wesens VPA van 225c tot 255c. Lae handel.

Stellar Capital Partners (SCP) se netto bate waarde was R1.66 op 30 Nov 2016.

City Lodge (CLH) se inkomste vir die 6m tot Des was +5% hoër, en wvVPA +1% hoër na 455.8c. Die dividend opbrengs is (248c+272c)/R151 -15% = 2.9%. "Negatief geraak word deur die heersende lae sake- en verbruikersvertroue". (Die ekonomie lyk nie goed nie).

South32 (S32) se inkomste vir die 6m tot Des was +8.1% hoër, en vwVPA $0.115 teenoor -$0.06 verlies 'n jaar gelede. As dit herhaal is die prys/verdienste R26.65/(2x $0.115 xR13) ~ 8.9. Die dividend opbrengs is ($0.01+$0.036)xR13/R26.65 -15% = 1.9%. (Goeie herstel. Met die netto wins marge nou 19% is die beste groei verby).

Woolworths (WHL) se inkomste vir die 6m tot Des was +7.1% hoër, en wvVPA -4.1% laer na 241.3c, of verstel -2.4% na 244.9c. Die dividend opbrengs is (180c+133.0c)/R73.39 -15% = 3.6%.

Gold Fields (GFI) se inkomste vir die jaar 2016 was +8.1% hoër in dollar, en vwVPA $0.26 teenoor -$0.04 verlies in 2015 ($0.11 vir 6m tot Des 2016).

What’s happening in the platinum market sounds like fake news - Moneyweb.

Resource markets through the eyes of Allan Gray - Moneyweb.

Hospitality Property Fund targets up to 30 hotels - BusinessLive.

Op die internet - Suid Afrika

What a R10,000 a month home looks like in Gauteng, KZN and the Western Cape - BusinessTech. Huur huise is skaars in die Wes-Kaap.

Foreign investors have pulled billions out of SA thanks to government - BusinessTech. ('n Sterker Rand kan dit aantreklik maak om wins te neem op beleggings). Australian government uses investment collapse to push Trump-style corporate tax cuts - World Socialist Web Site. "... the Australian government is trying to use a dramatic drop in foreign direct investment since 2014 to ramp up its campaign to slash the company tax rate from 30 to 25 percent over the next decade". Een moontlike teken van 'n komende VSA aandeelmark ineenstorting is ontrekking uit ander lande.

Competition Commission probe into banks’ currency trading - Intellidex. "Only about 30% of rand-dollar trade takes place in South Africa". (Zuma weet daar is te min transformasie by banke want hulle werk nog).

Ex-cyclone Dineo has SA disaster management teams on high alert - Newcastle Advertiser.

Satellite TV Is Fueling Zimbabwe's Cash Shortage: Central Bank - Bloomberg. Gedeel deur die bevolking, is dit lae subskripsie. Dit is die armoede wat volg wanneer mense "rykdom" probeer versprei.

Google told former ANC mayor’s wife to take a hike - Mybroadband. "The wife of the mayor of Johannesburg requested we delist articles from Google Search suggesting that her husband used his position to advance her economic interests."

Zuma weighs in on decision to prosecute banks - Fin24. Die ANC wil die eksklusiewe reg op korrupsie behou.

Op die internet

George Church indicates reversal of aging will be a reality within ten years - Next Big Future.

“Seriously Delinquent” Auto Loans Surge - Wolf Street.

Here are the Top “Sell Markets” in an Overpriced World as “the Apartment Cycle Draws Closer and Closer to the End” - Wolf Street. "Commercial Property Bust to hit Multifamily Rentals in San Francisco & New York, the Most Expensive Markets in the World".

You can now ask your Google Home to buy things - The Verge.

Alphabet no longer wants to blanket the earth with internet balloons - The Verge.

Greek Bank Run Re-accelerates: Massive Deposit Withdrawals Despite Capital Controls - Zero Hedge.

Sir Vince Cable: There are 'parallels' between Trump's trade wars and the 1930s - Business Insider UK.

Earth has a brand-new continent called Zealandia, and it's been hiding in plain sight for ages - Business Insider UK.

REPORT: The EU is terrified that Brexit will allow people to sell 'British Champagne' - Business Insider UK.

Woolly mammoth on verge of resurrection, scientists reveal - The Guardian. No, the wooly mammoth won't actually be resurrected by 2019 - Popular Science.

Found: A Drug Catapult at the U.S.-Mexico Border - Atlas Obscura.

Woensdag 15 Feb 2017

JSE aandele

Die JSE het +0.04% hoër gesluit. Die Rand/$ is sterker op R13.02. Brent olie is af na $55.87. Die goudprys is af na $1225.90.

Groot stygings: Comair +15.8% na R5.85, EOH +9.0% na R155.85, Raubex +5.6% na R23.92, MrPrice +2.9% na R171.30.

Groot dalings: Amplats -4.7% na R323.50, RBPlat -4.4% na R40.90, AForbes -3.2% na R6.94, Implats -3.0% na R51.30.

Murray & Roberts (MUR) verwag vir die 6m tot Des 'n wVPA van 24c tot 34c, -65% tot -75% laer.

RockCastle Global Real Estate (ROC) se huur uitkering vir 2017 is 'n opbrengs van ($0.04782+$0.05189)xR13.0/R33.85 = 3.8%. Groei van +21% word vir 2017 verwag.

Aveng (AEG) verwag nou vir die 6m tot Des 'n wesens verlies per aandeel van -96.0c tot -101.0c.

New Europe Property (NEP) se uitkering vir die jaar 2016 van €0.405 is +14.6% hoër as 2015, en 'n opbrengs van €0.405xR13.82/R152.87 = 3.7%. Groei in verspreibare VPA van +15% word vir 2017 verwag.

Emira (EMI) se huur uitkering vir die 6m tot Des is 68.93c. Die uitkering vir die jaar tot Jun 2017 word steeds -2% laer verwag.

Wilson Bayly Holmes-Ovcon (WBO) verwag vir die 6m tot Des 'n wVPA van 363c tot 395c, -37.5% tot -42.5% laer.

EOH (EOH) verwag vir die 6m tot Des 'n wVPA van 431c tot 449c, +20% tot +25% hoër. As dit herhaal sal die prys/verdienste R152.98/~R8.80 = 17.4 wees.

Amplats (AMS) se inkomste vir die jaar 2016 was +3.6% hoër, en toeskryfbare vwVPA R7.10, teenoor 41c of -48c in 2015. As die tweede helfte herhaal, sal die prys/verdienste R335.00/~2xR3.12 ~ 54 wees. Die prys/verkope is R335.00/R236 ~ 1.4.

DRD Gold (DRD) se inkomste vir die 6m tot Des was +5.1% hoër, en het 'n verdunde wesens verlies per aandeel van -2.4c gehad.

China iron-ore slips from record high as steel retreats - EngineeringNews.

Op die internet

Whatever Happened to Inflation after All This Money Printing? It Has Arrived! - Wolf Street.

Urea May Be Key To Affordable Grid-Scale Batteries - CleanTechnica.

EU Sends Envoy to Salvage Greece Deal as February Deadline Looms - Bloomberg.

Pictures of 'swooning' Ivanka Trump and Justin Trudeau go viral - The Guardian.

'Disturbing' Results Show High Pollution Levels in Mariana Trench - Live Science. Wikipedia: "The Mariana Trench or Marianas Trench is the deepest part of the world's oceans. It is located in the western Pacific Ocean, to the east of the Mariana Islands."

Op die internet - Suid Afrika

Competition Commission prosecutes banks for collusion - Fin24. "price-fixing and market allocation in the trading of foreign currency pairs". Daar is 'n enorme marge tussen die koop en verkoop wisselkoerse wat bank kliente betaal, vir transaksies wat deur rekenaars kan gedoen word.

Massive trouble brewing for South Africa’s national broadband network roll-out - Mybroadband.

Eskom load shedding was part of a simple get-rich-quick scheme: report - BusinessTech.

Shocking levels of corruption uncovered at City Power amid allegations involving the chairman’s wife - BusinessTech.

Lobster crash erodes West Coast way of life - Fin24. "The Southern African Sustainable Seafood Initiative (Sassi) has listed the species as endangered and called for the fishery to be closed after Agriculture, Forestry and Fisheries Minister Senzeni Zokwana reneged on a recovery plan for kreef ..."

Dinsdag 14 Feb 2017

Op die internet

Lithium: The Fuel of the Green Revolution - Visual Capitalist.

Brazil Retail Sales Collapse as Inflation and Unemployment Whack Consumers - Wolf Street.

The Rare Metal That’s Soaring as Electric Cars Boom - Financial Times. "Prices for cobalt metal have climbed nearly 50 percent since September to five-year peaks ..."

Biggest EU Banks Embark on the Mother of All Debt Binges - Wolf Street.

China iron ore rises on firm steel demand, battle v smog - SMH.

Record-breaking 104 satellites to launch on a single rocket from India tonight - TheVerge.

GM Took Seven Years to Figure Out the Obvious on Opel - Bloomberg. "Struggling to make a profit in Europe, General Motors appears ready to sell its Opel division to French carmaker PSA Group, which makes Peugeot and Citroen cars."

Finally! Scientists discover gene that stops overeating and actually makes you CRAVE exercise - Daily Mail.

JSE aandele

Die JSE het -0.93% laer gesluit. Die Rand/$ is sterker op R13.19. Brent olie is op na $56.32. Die goudprys is op na $1226.70.

Groot stygings: KAP +7.9% na R8.90, Phoenix +6.4% na 50c, Adcorp +5.2% na R17.35, CashBuild +4.0% na R380.01.

Groot dalings: Kumba -7.2% na R209.35 (R307M), Northam -5.9% na R51.06, Implats -3.0% na R52.89, ARM -3.0% na R113.55, Naspers -2.8% na R2109.00 (R3058M).

Advanced Health (AVL) verwag vir die 6m tot Des 'n wesens verlies per aandeel van -10.52c.

Adcock Ingram (AIP) verwag vir die 6m tot Des 'n wesens VPA van 145c tot 149c, +45% tot +49% hoër. Die prys/verdienste is rondom R54.49/(129.1c+~147c) ~ 20.

Santam (SNT) verwag vir die jaar 2016 'n wesens VPA van 1033c tot 1125c, -39% tot -44% laer.

Comair (COM) se inkomste vir die 6m tot Des was +5.7% hoër, en vwVPA 42.7c teenoor 13.1c 'n jaar gelede (en 23.4c vir die 6m tot Jun). Die prys/verdienste is 505c/(23.4c+42.7c) = 7.6. Die dividend opbrengs is (11c+7c)/505c -15% = 3.0%

Brait (BAT) se netto bate waarde per aandeel was op R82.46 op 31 Des 2016.

Spur (SUR) verwag vir die 6m tot Des 'n vwVPA van 109.10c tot 114.20c, +7% tot +12% hoër. Lae handel.

Mustek (MST) verwag vir die 6m tot Des 'n wVPA van 36.17c tot 41.33c, -20% tot -30% laer. Lae handel.

Kumba (KIO) se inkomste vir die jaar 2016 was +11% hoër, of +14% op herverklaarde bedrag. Bedryfs uitgawes was met -24% verminder. Verdunde wesens VPA was R27.16, teenoor R11.82 in 2015. As die 2de 6m wins herhaal, sal die prys/verdienste R225.50/(~2xR17.73) = 6.4 wees.

Jasco Electronics (JSC) se inkomste vir die 6m tot Des -6.6% laer, en vwVPA +10.5% hoër na 6.3c. Min handel.

Op die internet - Suid Afrika

Budget 2017: Experts share tax predictions - Fin24. Die bron van belasting maak min verskil. Die beginsel probleem is dat geld uit die ekonomie onttrek word, en vermors word op onproduktiewe aktiwiteite wat nie verder bydrae tot ekonomiese groei nie.

Maandag 13 Feb 2017

Op die internet

Oil Prices Have Doubled Over the Past Year. Here’s Why That Won’t Last - Fiscal Times.

Google's New AI Has Learned to Become "Highly Aggressive" in Stressful Situations - Science Alert.

These Brazilian Red Berries Could Hold the Key to Fighting Deadly Superbugs - Science Alert.

If Foreigners Are Dumping Treasuries, How Should You Respond As An Investor? - Talk Markets. Wie wil geld leen aan mense wat alreeds so baie skuld opgehoop het, om op te lewe, en geld sal moet druk om dit terug te betaal?

Why Donald Trump Needs The Next Recession To Start As Quickly As Possible - Zero hedge.

Infrastructure failures exacerbate Australian heatwave conditions - World Socialist Web Site. 'Last week, the Australian Energy Market Operator (AEMO) blacked out supplies to various heat-affected areas. Such practices are euphemistically called “load shedding.” The federal government later claimed the problem was caused by South Australia’s near 30 percent reliance on renewable energy supplies—wind and solar power.'

Op die internet - Suid Afrika

South Africans have found an alternative to leaving the country – move to Cape Town - Businesstech.

Chamber welcomes court decision on Winelands toll roads - Fin24. Volgens die grondwet: "Schedule 5. Functional Areas of Exclusive Provincial Legislative Competence. Part A: Provincial roads and traffic". Western Cape government: "South African roads are divided into three authorities: Provincial, National and Municipality. Each authority or government body is responsible for the roads within its jurisdiction. A road authority must declare/proclaim a road if it wishes to take responsibility for that road. The South African Constitution states that provincial roads are a provincial competence and municipal roads are a municipal competence but does not specify which roads should be provincial or municipal."

Millions of rands lost to traffic fine “dumping” fraud in Tshwane - BusinessTech.

SABC signs off on dozens of dodgy contracts worth millions: report - BusinessTech.

What Rio 2016 venues look like six months after the Olympics - Mybroadband.

JSE aandele

Die JSE het +0.51% hoër gesluit. Die Rand/$ is sterker op R13.34. Brent olie is af na $55.91. Die goudprys is af na $1221.40.

Groot stygings: Kumba +6.4% na R225.50, RBPlat +5.9% na R43.40, Assore +5.7% na R280.00, KAP +3.8% na R8.25, MMI +3.7% na R25.49, Tsogo Sun +3.2% na R27.72, Northam +3.2% na R54.25.

Groot dalings: AdaptIt -6.2% na R13.79, Cashbuild -5.6% na R365.53.

Bidvest (BVT) verwag vir die 6m tot Des 'n wesens PA van 508.0c tot 512.0c, +4% tot +5% hoër. Dan is die prys/verdienste rondom R167.04/(561.4c+~510c) ~ 15.6.

Aveng (AEG) verwag vir die 6m tot Des 'n wesens verlies per aandeel van -73c tot -78c.

Implats (IMP) verwag vir die 6m tot Des 'n wesens verlies per aandeel van -65c tot -79c.

Kap Holdings (KAP) se inkomste vir die 6m tot Des was +10% hoër, en vwVPA +18% hoër na 25.0c. Die prys/verdienste is 821c/(26.1c+25.0c) = 16.

PPC (PPC) en AfriSam bespreek 'n moontlike samesmelting (Geen melding of dit mededinging in die sement mark beinvloed nie).

NEPI en Rockcastle wil steeds saamsmelt (aangekondig 14 Des), in die verhouding 4.5 Rockcastle aandele vir elke 1 NEPI aandeel.

Adapt IT (ADI) se inkomste vir die 6m tot Des was +47% hoër, en vwVPA +2% hoër na 24.41c, of genormaliseerd +20% hoër na 37.74c. Die prys/verdienste is R14.70/55.66c = 26.4, of genormaliseerd R14.70/80.54 = 18.3.

Premier Food and Fishing (PFF), voorheen Sekunjalo Industrial Holdings, gaan op die JSE hoofbord noteer. Aandele word teen R4.50 aangebied.

Sondag 12 Feb 2017

Op die internet - VSA groei op skuld

Geen datum: How “Voodoo” Caused Most of the National Debt - Zfacts. "But how can the government keep spending without that $1 billion in taxes? Simple, they borrow the $1 billion. So yes, tax cuts cause growth and INCREASE the debt, if the government keeps spending".

Van 25 Jan 2017: Is It Just A Coincidence That The Dow Has Hit 20,000 At The Same Time The National Debt Is Reaching $20 Trillion? - The Economic Collapse.

Van 4 Jan 2016: The Fed And Its Self Defeating Monetary Policy - See It Market. "This divergence in debt and economic growth is a result of many consecutive years of borrowing funds for consumptive purposes and the misallocation of capital, both of which are largely unproductive endeavors".

Op die internet

Is There Such A Thing As A "Safe" Investment? - Talk Markets.

Sears, Kmart Discontinue Online Sales Of 31 Trump Home Items - Zero Hedge.

Op die internet - Suid Afrika

Liquid Telecom’s big plans for Neotel - TechCentral.

How much Kings, Queens and other traditional leaders get paid in South Africa - BusinessTech.

SA water department is broke – report - BusinessTech. "... the department is facing an investigation ... for tender and other irregularities ..."

Give and take: Labour and business given key demands for minimum wage - Fin24. Vir party werkers om meer te verdien, moet ander noodwendig minder verdien. In Australië byvoorbeeld waar vakbonde in 'n stadium lone bepaal het, was daar min verskil tussen die salarisse van hoër en laer geskooldes. As werkers deur robotte vervang word, kan dit hoër lone beteken vir die hoër-geskooldes wat nog werk het.

Mining will last another 150 years - Fin24. 'n Mens hoef bloot na Zimbabwe te kyk om te voorspel wat die toekoms inhou.

Saterdag 11 Feb 2017

Op die internet

Trump's 1990 Playboy interview perfectly lays out his view of the world - Business Insider UK.

WATCH: These Common Models of Atoms Are Actually Totally Wrong - Science Alert.

Op die internet - Suid Afrika

Pitch invasion‚ ugly fights and stun grenades break up Sundowns-Pirates PSL match - TimesLive.

Five futuristic flying cars that have already been built - Mybroadband.

Ekonomiese groei op skuld

In baie lande was ekonomiese groei tot nou bereik deur groeiende skuld. Dit kan nie vir ewig aanhou nie. As die skuld afgewerk word deur inflasie, lei dit tot ekonomiese stagflasie. Dit is inflasie met 'n ekonomie wat reëel krimp. Vir die aandeelmark beteken dit maatskappye het inkomste groei, maar wins groei minder as inkomste. 'n Mens sien dit alreeds. Die inflasie kan aandele steeds aantreklik maak, maar net die maatskappye wie se wins groei inflasie klop. Baie maatskappye kan 'n val in wins ondervind. Maatskappy resultate is 'n beter aanduiding van wat met die ekonomie gebeur, as regerings se fiktiewe ekonomiese statistiek.

Vrydag 10 Feb 2017

Op die internet - Suid Afrika

Food inflation by the numbers - BusinessLive.

Massive attack on WordPress sites - Mybroadband.

Zuma blames top four banks for controlling economy - Fin24. Dit is alles gemotiveer deur die banke se behandeling van die Guptas.

South Africa’s 2016 Corn Crop Drops 22% to Smallest in 9 Years - Bloomberg. "... the yellow type mainly fed to animals". Daai diere in supermarkte.

Op die internet

South Africa may be the epicenter of a geomagnetic pole reversal in progress - ExtremeTech.

What’s behind Ford’s $1 billion on artificial intelligence: self-driving excellence - ExtremeTech.

Finland, Denmark and Iceland have all made hilarious videos pitching Trump: 'America First, but let us be second' - Business Insider UK.

What Voter Fraud? - Mexican Citizen Sentenced To 8 Years In Prison After Illegally Voting In Texas - Zero Hedge. En wat kos die tronkstraf die publiek? Straf moet in verhouding wees met die skade wat die misdaad aangerig het.

Fitch Warns Trump Administration Could Lead To Global Economic Disaster - Zero Hedge.

Kunstler Slams American Schooling's "Epic Failure" Under Federal "Policy Experts" - Zero Hedge.

9th Circuit will not reinstate Trump travel ban - Arstechnica. 'Court: Unchecked presidential power is contrary to "constitutional democracy."'

Australia swelters in heatwave and argues about energy future - The Guardian. Sydney het 40°C bereik 30 jaar gelede. Die weskus van Suid Afrika, Australië, en Suid-Amerika het die koelste temperature weens see strome van die suidpool af (Wikipedia).

6 unexpected ways to decrease your risk of Alzheimer’s - Business Insider.

What drives universe's expansion? - Science Daily.

Drones are setting their sights on wildlife - Popular Science.

JSE aandele

Die JSE het +1.51% hoër gesluit. Die Rand/$ is sterker op R13.40. Brent olie is op na $56.50. Die goudprys is op na $1231.12.

Groot stygings: Kumba +7.5% na R212.00, Coronation +5.9% na R66.70 (R352M), Anglo +4.4% na R225.41 (R935M), Fambrands +4.2% na R150.57, Glencore +3.9% na R53.71, Mr Price +3.3% na R167.81 (R431M), Sanlam +3.2% na R64.82.

Groot dalings: Mixtel -8.1% na R3.86, Dis-chem -3.9% na R23.75, GFields -3.4% na R45.40.

Hospitality (HPB) se uitkering vir die 4m tot Des van 56.09c is 'n opbrengs van 3x56.9c/R14.10 = 12.1%.

Pioneer (PNR) se omset vir die 4m tot 31 Jan was +5.1% hoër.

Arcelor Mittal SA (ACL) se inkomste vir die jaar 2016 was +5.1% hoër, en die wesens verlies per aandeel was -244c, teenoor -1338c vir 2015 (-505c op konstante aandele basis). Die inkomste per aandeel is af van R77.7 na R30.8 weens meer aandele uitgereik.

Dis-chem (DCP) se kleinhandel omset vir die 22 weke tot 19 Jan was +14.3% hoër, en groep omset +13.0% hoër.

Italtile (ITE) se eie winkel omset vir die 6m tot Des was +15.7% hoër. Met konsessie winkels was totale omset +13.6% hoër. Verdunde wesens VPA was +7.5% hoër na 46.0c. 'n Dividend van 16c word betaal.

South Africa’s new stock exchange opening soon - Mybroadband. Hoogtyd dat kostes afkom vir funksies wat deur rekenaars gedoen word.

Donderdag 9 Feb 2017

JSE aandele

Die JSE het +0.19% hoër gesluit. Die Rand/$ is dieselfde op R13.44. Brent olie is op na $55.71. Die goudprys is af na $1233.30.

Groot stygings: Phoenix +7.0% na 46c, Cashbuild +4.7% na R375.00, MrPrice +3.7% na R162.53 (R243M), Grindrod +3.3% na R14.50, MedClin +3.3% na R137.84, Capitec 2.9% na R687.89, Ascendis +2.8% na R22.00.

Groot dalings: Group5 -8.8% na R22.70, GFields -5.5% na R47.00 (R229M), Harmony -4.5% na R37.05, South32 -3.1% na R26.00, Anglo -2.9% na R216.00 (R825M).

Pinnacle (PNC) verwag vir die 6m tot Des 2016 inkomste groei van +45% tot +47% (Datacentrix gekoop), en 'n wesens VPA van 104c tot 108c, +11% tot +15% hoër. As dit herhaal sal die prys/verdienste rondom R18.71/~2x106c = 8.8 wees.

Group Five (GRF) verwag vir die 6m tot Des 2016 'n verdunde wesens verlies per aandeel van -300c tot -320c.

Fortress A (FFA) se huur uitkering vir die 6m tot Des styg 5% na 67.96c (ekwivalente jaar opbrengs 2x67.96c/R17.23 = 7.9%), en B (FFB) +25.1% na 78.59c (2x78.59c/R33.40 = 4.7%).

Metair (MTA) verwag vir die jaar 2016 'n wesens VPA van 224c tot 230c, -7.26% tot -9.68% laer.

Op die internet

The Crash Will Be Violent - Daily Reckoning.

Diarrhea-causing Salmonella can be weaponized to flush out cancer - ArsTechnica.

Renault-Nissan Alliance Extends Electric Vehicle Sales Record - CleanTechnica. "The Renault-Nissan Alliance, with Mitsubishi Motors, cumulatively sold 424,797 electric vehicles through 2016". Dit is 4.3% van alle voertuie wat hulle verkoop het. Die batterye is steeds te duur.

Apple Will Add 200 Megawatts Of Solar For Its Reno Data Center - CleanTechnica. US Installs 8.2 Gigawatts Of New Wind Energy In 2016, Finishes With Second Strongest Quarter Ever - CleanTechnica. Europe Installs 12.5 Gigawatts Of New Wind Energy Capacity In 2016 - CleanTechnica. En wie betaal vir die ander kragstasies wat nodig is wanneer die son en wind nie beskikbaar is nie?

Forget Trump: The Reason For The Economic Boom Is Totally Different, And Deutsche Says It Is About To End - Zero Hedge. VSA groei is danksy 'n 8% p.j. groei in skuld vir die laaste agt jaar, en die benutting van goedkoop arbeid in ander lande wat inflasie afgehou het, waarop ekonomiese groei gemeet word.

Lower lifecycle costs for nuclear power than fossil fuel and lower radiation under normal operation - NextBigFuture.

New, long-lasting flow battery could run for more than a decade with minimum upkeep - Science Daily.

NASA bet the farm on the long-term viability of space agriculture - Popular Science.

The rusty patched bumblebee is probably doomed - Popular Science. "Trump administration feezes endangered species act protections".

Op die internet - Suid Afrika

A modern-day Groot Trek - Moneyweb. Kaapstad was nog altyd meer aantreklik, maar daar was nog altyd 'n gebrek aan werk. Kaapstad se dorpshuise het binne 'n paar jaar opgeskiet.

These 4 graphs sum up South Africa’s massive economic challenges - Businesstech. Zuma’s broken promises from SONA 2016 - Businesstech. How to fix South Africa: the DA vs the ANC’s plans - Businesstech. Die Nasionale Party regering was 100 keer meer bekwaam as die ANC. Die DA se beleid hou SA op die pad na 'n primitiewe Afrika land.

Woensdag 8 Feb 2017

JSE aandele

Die JSE het -0.73% laer gesluit. Die Rand/$ is sterker op R13.43. Brent olie is af na $54.68. Die goudprys is op na $1240.90.

Groot stygings: DRD Gold +8.3% na R8.70, EOH +4.3% na R144.38, Harmony +4.0% na R38.80, AngGold +3.6% na R183.50 (R416M verhandel), BarWorld +3.5% na R116.61.

Groot dalings: Anchor -5.4% na R7.00, Italtile -3.7% na R13.66, BHP Bill -2.6% na R226.93 (R867M), Ascendis -2.6% na R21.41, Naspers -2.5% na R2135.00 (R2363M).

MTN (MTN) verwag 'n verlies per aandeel, weens 'n boete (-R4.74 effek), onderprestasie van Nigerië en Suid Afrika, en swak Naira.

Sappi (SAP) se verkope vir die 3m tot Des was 1.9% hoër in $, en verdienste per aandeel $0.17.

Brimstone (BRT, BRN) beoog om Sea Harvest op die JSE te noteer. Hulle aandeel houding sal van 85% na 52% daal. Sea Harvest is 'n swart maatskappy. (Die gehalte van hulle vis is nie altyd goed nie)

Op die internet

Tesco's plan bee: spilt supermarket sugar to help feed hungry honey bees - The Guardian.

The last thing Europe needs: another Greek crisis - CNN Money.

The Blood Bath Continues In The U.S. Major Oil Industry - Talk Markets.

WTI Holds Losses After 2nd Biggest Inventory Build In History, Production At New Cycle Highs - Talk Markets.

Op die internet - Suid Afrika

New technology tipped to save 200,000 SA mining jobs by 2025 - Miningmx.

Billions lost every year due to fraud - IOL. "He detailed cases where one medical aid card can be used over 200 times by different people in one year to visit a doctor". As elke persoon vir sy eie dienste betaal, sal dit die probleem oplos, en ook die fonds administrasie koste bespaar, en die ondoeltreffend van regering dienste uitskakel.

The ANC’s 12-point plan to ‘radically’ change South Africa - BusinessTech.

Nigerian cybercrime crooks caught in South Africa, convicted by US court - Mybroadband. As vervolging van die ANC afgehang het, sou niks gebeur het nie.

Vodacom’s network is the best in South Africa – Tests - Mybroadband.

DStv beating Netflix – but the battle is on - Mybroadband.

BREAKING: Eskom Dentons report shows serious breaches - Fin24.

Ramaphosa signed R20/hr wage agreement - Fedusa - Fin24. Die armes ontvang alreeds meer in voordele, soos behuising, mediese dienste, ens. as wat hulle bydrae tot die ekonomie.

'Tremendous uptick' in Cape Town tourism - Fin24.

Dinsdag 7 Feb 2017

Op die internet

After the crash: Everyone is suddenly worried about this U.S. mortgage-bond whale - Financial Post.

A constitutional expert explains the issues at stake in Trump’s travel ban - Vox. In die eerste plek moet Donald Trump bewys lewer dat mense van die lande 'n bedreiging is.

Op die internet - Suid Afrika

This is what a Cape Town ‘gold mine’ looks like - BusinessTech. "The average selling prices of apartments at the V&A Waterfront Marina in Cape Town has hit new historic highs according to property experts."

JSE aandele

Die JSE het +0.06% hoër gesluit. Die Rand/$ is swakker op R13.46. Brent olie is af na $54.91. Die goudprys is op na $1232.60.

Groot stygings: DRD Gold +8.8% na R8.03, Tharisa +7.2% na R26.00, Lewis +6.9% na R42.76, Cashbil +5.4% na R351.32, Assore +5.2% na R277.35, Harmony +4.8% na R37.31.

Groot dalings: Spar -5.2% na R174.00, Phoenix -4.4% na 43c, Brait -3.8% na R77.45.

Spar (SPP) se verkope vir die 13 weke tot Des was +16.9% hoër, met Suid Afrika se groep verkope +5.8% hoër. Die Ierse verkope was -2.6% laer deur die wisselkoers. Die Switserse besigheid word die eerste keer ingesluit.

UK market 'challenging', says New Look boss - BBC. "company suffered a 37.6% drop in pre-tax profits in the three months to Christmas". (Brait)

Maandag 6 Feb 2017

Op die internet

This Is What America's Top Trading Partners Export To The US - Zero Hedge. Dit wys hoe beperk die tipe goed is wat mense koop – voertuie en brandstof.

JSE aandele

Die JSE het -0.22% laer gesluit. Die Rand/$ is swakker op R13.30. Brent olie is af na $56.61. Die goudprys is op na $1227.10.

Groot stygings: MedClin +4.3% na R134.35, Pan-Af +2.7% na R2.71, Exxaro +2.6% na R106.44, Brait +2.0% na R80.50.

Groot dalings: Anchor -7.5% na R7.16, Assore -7.1% na R263.67, Merafe -6.2% na R1.83, South32 -4.4% na R26.91, PPC -4.1% na R6.50, Holdsport -3.8% na R60.61, WBHO -3.3% na R143.57, Astral -2.8% na R148.45.

Anchor (ACG) verwag vir die jaar 2016 'n wesens VPA van 55.7c tot 60.4c, +1% tot +10% hoër, of verstel 57.0c tot 61.8c, +4 tot +12% hoër.

Torre (TOR) verwag vir die 6m tot Des 'n wesens VPA van 3.25c tot 4.25c, -72% tot -79% laer, of genormaliseerd 7.0c tot 8.0c, -50% tot -56% laer.

Amplats (AMS) verwag vir die jaar 2016 'n wesens VPA van 625c tot 760c. Dan is die prys/verdienste rondom R340.23/~693c ~49.

ArcelorMittal SA (ACL) verwag vir die jaar 2016 'n wesens verlies per aandeel van -239c tot -249c, teenoor 'n verlies van -1338c in 2015.

DRD Gold (DRD) verwag vir die 6m tot Des 'n wesens verlies per aandeel van -2.66c tot -2.14c, teenoor 2.6c 'n jaar gelede (en 10.1c vir die 6m tot Jun).

Astral (ARL) verwag vir die 6m tot Maart dat wesens VPA nie meer as -75% laer sal wees nie, of ten minste 194c (Dit was 191c vir die 6m tot Sep).

Op die internet - Suid Afrika

Don’t promise 10Mbps if you cannot deliver it - Mybroadband.

Cost of Tshwane electricity losses up by 56% - Moneyweb.

It costs R629 500 more to build a house than to buy one - Moneyweb.

Armyworm march a threat to all SA - Times Live.

Sondag 5 Feb 2017

Op die internet

Tax Data for January Again Shows A No Growth US Economy - Wall Street Examiner.

Is America In A Bubble (And Can It Ever Return To "Normal")? - Zero Hedge.

Carlson Capital: Border Adjustment Tax Would Lead To "Global Depression" - Zero Hedge.

Op die internet - Suid Afrika

What first-time buyers need to know about the property market right now - BusinessTech.

Zuma to push ‘radical’ land redistribution at follow-up SONA rally: report - BusinessTech. As die bevolking nie die bron van hulle voedsel herken nie, sal hulle dit verloor. Dit is tipies Afrika.

Blitzboks thrash England to claim Sydney Sevens - Sport24.

Saterdag 4 Feb 2017

Op die internet

Renewables, Absolution And Deceit - Talk Markets. Die aansprake van son en wind energie gebruikers beteken niks as die reserwe energie bron nie bekend is, wat nodig is wanneer son en wind nie beskikbaar is nie. As son energie geëwenaar moet word deur 'n gelyke hoeveelheid fossiel energie wat aangeskakel is, maar nie gebruik word wanneer die son skyn nie, is die son energie van geen nut nie. Vir 'n elektrisiteits produsent om op 'n grafiek te wys dat hulle 10% wind energie gebruik, beteken niks as 'n ander 10% steenkool krag onbenut gereed moet staan nie.

Google, unlike Microsoft, must turn over foreign emails: U.S. judge - Reuters. Die besluit maak nie sin nie. Dit is tipies van die lukrake besluite wat regters maak.

State Department Reverses the Cancellation of 60,000 Visas - Time. Trump blasts 'so-called judge' who temporarily blocked immigration ban in morning tweetstorm - Business Insider UK.

Op die internet - Suid Afrika

Here’s what the average South African household budget looks like - Businesstech.

Vrydag 3 Feb 2017

Op die internet

Weekly Commodities Wrap: Metals Complex Surges On Weak USD - Talk Markets.

‘Personnel Is Policy’: Meet Trump’s Team of the Corrupt and Unqualified - Rewire.

Meanwhile, Over In Zimbabwe... - Zero Hedge.

Now On The Cover Of Spiegel: Trump Beheading The Statue Of Liberty - Zero Hedge. Over 100,000 Visas Revoked Due To Trump Travel Ban - Zero Hedge. Die VSA lyk nie aantreklik vir besoekers nie. Mense moet desperaat wees om daarheen te gaan.

Tip of the iceberg: lettuce rationing widens to broccoli and cabbage (UK) - The Guardian. "an almost unprecedented cold and wet weather in southern Spain has hit supplies".

Toronto faces ‘serious’ housing crunch as prices soar 22% and supply drops by half - Financial Post.

JSE aandele

Die JSE het -0.86% laer gesluit. Die Rand/$ is sterker op R13.23. Brent olie is dieselfde $56.83. Die goudprys is dieselfde $1219.40.

Groot stygings: Hudaco +11.5% na R127.06, Phoenix +9.8% na 45c, Tharisa +8.7% na R25.00, Datatec +3.5% na R57.40, PSG +2.2% na R237.00.

Groot dalings: Kumba -8.0% na R196.05 (R250M), Implats -6.6% na R51.20, Glencore -5.5% na R51.85, Anglo -4.6% na R222.35 (R637M), Exxaro -3.9% na R103.75, BHP Bill -3.9% na R232.31 (R1216M), Sibanye -3.7% na R30.00, AForbes -3.7% na R7.08, Amplats -2.7% na R353.42, ARM -2.6% na R117.99, Coronation -2.3% na R65.05.

Assore (ASR) verwag vir die 6m tot Des 'n wesens VPA van R18.66 tot R21.61, teenoor R7.15 'n jaar gelede. As dit herhaal sou die prys/verdienste R291.00/~R40.27 ~ 7.2 wees. (Die beste VPA was R40.98 vir die jaar tot Jun 2014, met die aandeel prys wat rondom R400 verhandel het).

Hospitality (HPB) verwag 'n huur uitkering van 54.00c tot 58.00c vir die 4m tot Des. (Die ekwivalente jaar opbrengs is 3x56c/R13.97 ~12.0%).

Gold Fields (GFI) verwag vir die jaar 2016 'n wesens VPA van US$0.25 tot US$0.27. Dan is die prys/verdienste rondom R47.00/~$0.26xR13.44 ~ 13.5.

Sibanye (SGL) het vir die 6m tot Des soortgelyke goud produksie gehad as die 6m voor dit, en goud prys was -6% laer.

Hudaco (HDC) se omset vir die jaar tot Nov was +5.8% hoër, en vwVPA +5.0% hoër na R12.19, of vergelykbaar +0.1% hoër na R11.68. Die prys/verdienste is R126.50/R12.19 = 10.4, en dividend opbrengs 525c/R126.50 -15% = 3.5%. Lae handel.

Op die internet - Suid Afrika

Armyworm outbreak damaging crops in southern Africa – FAO - Engineering News.

Why Cell C terminated its agreement with Makro, Dion Wired, and Game - Mybroadband.

Donderdag 2 Feb 2017

Op die internet

Should Dollar Rise or Fall? The Trump Team’s Message Is Garbled - NY Times.

The End of Trump’s Market Honeymoon - Nouriel Roubini, Project Syndicate. "The president may have “saved” 1,000 jobs in Indiana by bullying and cajoling the air-conditioner manufacturer Carrier; but the US dollar’s appreciation since the election could destroy almost 400,000 manufacturing jobs over time".

How Currencies Depreciate And Gold Appreciates Over Time - Talk Markets.

Markets Are Experiencing Cognitive Dissonance - Daily Reckoning. "Again, the U.S. debt-to-GDP ratio is currently at 105%, as stated, and heading higher. Under any standard, the U.S. is at the point where more debt produces less growth rather than more."

China’s Demand for Gold Can’t be Met - Daily Reckoning. Goud is aantreklik in lande met hoë inflasie.

The Uncanny Similarities Between President Trump And FDR - Zero Hedge. As 'n mens wou, kon 'n mens ooreenkomste kry tussen 'n VSA president en 'n Muppet.

This new liquid crystal can triple the sharpness of tv and computer screens - Science Alert.

E-Cigarette Smoking May Be Bad for Your Heart - Live Science.

Ikea designed an ultra-durable shelter for refugees that goes up in under four hours - Business Insider.

Everyone should cook with MSG, says food scientist - Business Insider.

Scientists turned cooking oil into a material that's 200 times stronger than steel - Business Insider.

America’s Student Debt Problem Is Much Bigger Than Anybody Realized - Zero Hedge.

Here Is The "Open Letter" Google, Apple, Facebook And Others Are Sending To Donald Trump - Zero Hedge.

Human stem cells hunt down and kill brain cancer - Futurity.

New meat company claims to produce products without slaughtering animals - Twisted News.

6 Insane Laws That Make China A Goddamn Nightmare - Cracked.

JSE aandele

Die JSE het -0.7% laer gesluit. Die Rand/$ is sterker op R13.34. Brent olie is op na $56.85. Die goudprys is op na $1220.20.

Groot stygings: RCL +5.3% na R14.00, Datatec +4.8% na R55.44 (Laaste aankondiging was omsigtigheid 25 Jan), Harmony +4.2% na R35.41, Amplats +4.0% na R363.21, ArcMittal +3.9% na R14.50, Sibanye +3.8% na R31.15, AngGold +3.6% na R176.00 (R777M), GFields +2.7% na R47.61, Dis-chem +2.0% na R24.99.

Groot dalings: Phoenix -21% na 41c (R46M), CityLodge -4.9% na R144.99, M&R Hold -3.7% na R10.60, Clicks -3.6% na R120.29, Spar -3.5% na R184.63 (R319M), Kumba -3.2% na R213.00, Assore -3.1% na R281.00, BHP Bill -2.4% na R241.66 (R630M), Truworths -2.3% na R77.85.

OM Asset Management PLC (OMAM), 'n filiaal van Old Mutual (OLM), se VSA GAAP verdienste vir die 3m tot Des was $25.3M ($0.21 per aandeel), -31.4% laer as 'n jaar gelede, en die jaar 2016 $126.4M ($1.05 per aandeel), -18.7% laer.

PPC (PPC) se sement verkoops volume in SA vir die 3m tot Des was effens laer, en vir die 9m was volume +4% op, en prys -4% laer.

AngloGold Ashanti (ANG) verwag vir die jaar 2016 'n wVPA van $0.25 tot $0.28, teenoor 'n verlies van -$0.18 die jaar tevore. (Met $0.23 vir die 1ste helfte, is die 2de helfte wVPA rondom $0.035).

Resilient (RES) se uitkering vir die 6m tot Des van 270.22c is 'n jaar ekwivalent opbrengs van 2x 270.22c/R117.00 ~ 4.6%. Die maatskappy verwag steeds groei in uitkering van +15% tot +17% vir die jaar tot Junie. Netto rente en verwante inkomste was +7.1% hoër. Inkomste uit beleggings was +35% hoër. Wesens verdienste per aandeel was 230.3c teenoor 680.0c 'n jaar gelede.

Curro (COH) verwag vir die jaar 2016 'n wesens VPA van 43.1c tot 47.1c, teenoor 28.3c die jaar tevore. Dan is die prys/verdienste rondom R49.27/~45.1c = 109.

Glencore (GLN) produksie groei vir jaar tot Des: koper -5%, sink -24%, nikkel +20%, steenkool -5%, olie -29%.

OneLogix (OLG) se inkomste vir die 6m tot Nov was +12% hoër, en vwVPA 0% hoër na 16.5c, of kern wVPA 20.9c. Lae handel.

Harmony (HAR) se inkomste vir die 6m tot Des was R9868M, teenoor R9627 vir 6m tot Jun, en R8707M tot Des15. Prys/verkope is R34.00/R43.4 = 0.78. Die wesens VPA was R1.50 ($0.11) teenoor R3.24 ($0.21) vir vorige 6m tot Jun. As dit herhaal is die prys/verdienste R34.00/2xR1.50 = 11.3. 'n Dividend van 50c word betaal.

Dawn (DAW) bied aandeelhouers ekstra aandele teen R1.00 per aandeel.

Op die internet - Suid Afrika

Miss SA 2017 Finalists announced - IOL.

Strong semigration push to W Cape, Gauteng - Fin24.

Supermarket seeks interdict against angry residents - IOL.

Moody’s finds positives in update on SA - BusinessLive. Soos ons die Minister van Finansies ken, sal belasting in die opkomende begroting verhoog word, en sal die ekonomie daarom verder verswak.

Woensdag 1 Feb 2017

Op die internet

China iron ore imports off to strong start; support rally: Russell - Reuters.

The Oil War Is Only Just Getting Started - Zero Hedge.

Challenges to Trump's immigration orders spread to more U.S. states - Reuters.

Harry Dent: Stocks Will Fall 70-90% Within 3 Years - Zero Hedge.

It now takes 20 years for the average Brit to save for a deposit on a house - UK Business Insider. Die aanbod word beperk deur 'n gebrek aan grond.

Op die internet - Suid Afrika

Ten things you need to know about tax-free savings - Fin24.

Trump's executive order on immigration: Is it legal? - News24. Vlugtelinge wil wegkom van geweld. Ware vlugtelinge sal nie geweld pleeg nie.

Eskom reveals which countries will bid for nuclear deal - Fin24.

Will rival clip Clicks’ wings? - BusinessLive.

Op Twitter: Tom Robbins @BaragwanathBiz: "Why doesn't South Africa's Rainbow Chicken export breasts, that are so prized in the US & EU? Our breasts for their thighs. White for brown."

SA and EU spar over chicken meat ‘dumping’ - BusinessLive. Die mark kan die prys van hoender dele bepaal. As verbruikers nie bereid is om meer te betaal vir die borste nie, kan plaaslike produksie gestaak word.

Cape Town’s speaker cracks whip over law-flouting councillors - BusinessLive. Weet enigiemand wat die 231 raadslede doen?

R4 for a stamp – new prices for sending mail and packages in South Africa - Businesstech.

JSE aandele

Die JSE het +0.6% hoër gesluit. Die Rand/$ is dieselfde op R13.45. Brent olie is op na $56.05. Die goudprys is af na $1200.60.

Groot stygings: Kumba +6.3% na R219.98, ArcMittal +5.6% na R13.95, Assore +4.8% na R290.05, Santam +3.7% na R249.00, Steinhoff +3.6% na R67.10 (R720M verhandel), AForbes +3.5% na R7.40, Exxaro +3.5% na R110.00, Naspers +2.9% na R2200 (R2653M), PSG +2.2% na R231.99.

Groot dalings: Oceano -3.8% na R114.00, CashBuild -3.7% na R334.52, Woolies -2.6% na R72.23 (R357M), MrPrice -1.9% na R159.65.

Italtile (ITE) verwag vir die 6m tot Des 'n wesens VPA van 46.0c tot 47.3c, +6% tot +9% hoër. Stelsel-wye omset was +14% hoër. As dit herhaal, sou die prys/verdienste rondom R13.81/~93.3c = 14.8 wees.

Vodacom (VOD) se inkomste vir die 3m tot Des was +1.2% hoër. Vodacom’s effective voice, data prices tumble - TechCentral.

Glencore mulls bid for Implats unit - IOL.


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