Vrydag 31 Maart 2017
Op die internet
Venezuela’s socialist government seals its fate and makes violent revolution inevitable - Rare.
Suid Afrika aandele
Die JSE het -0.39% laer gesluit. Die Rand/$ is swakker op R13.40. Brent olie is dieselfde $52.71. Die goudprys is af na $1246.89. Die beweging in die aandeel mark weens die verandering van Minister van Finansies is klein vergeleke met hoeveel party aandele behoort te val omdat hulle oorprys is vir lae groei in 'n swak ekonomie. Een rede vir die swak ekonomie is Pravin Gordan se stygende belasting. Die mark reageer op nuus, en ignoreer die werklikheid. Banke was nie oorprys nie, en bied nou weer 'n koop geleentheid.
Groot stygings: Howden +11.1% na R35.00 (R0.7M), Harmony +10.5% na R32.85, Intu PLC +6.9% na R46.57, Capco +5.9% na R48.10, Stenprop +5.7% na R17.95, Richemont +5.12% na R106.02 (R561M), Hammerson +5.0% na R95.01 (R33M).
Groot dalings: Nedbank -7.4% na R241.50 (R714M), B-Africa -7.2% na R139.51 (R1432M), StanBank -6.5% na R143.75 (R1848M), Foschini -6.4% na R154.49, Netcare -6.2% na R25.60 (R1518M), FirstRand -5.6% na R46.36 (R2315M), MrPrice -5.3% na R159.90.
Howden (HWN) se inkomste vir die jaar 2016 was +8.2% hoër, en wesens VPA +0.8% hoër na 332c. Lae handel.
Pembury lists in JSE disorder - Moneyweb.
Op die internet - Suid Afrika
More municipalities in Western Cape to be declared disaster areas - Engineering News.
Fake Full HD TVs – South African retailers respond - Mybroadband. Telefunken se TVs was nog altyd swak. Game het 'n telefunken TV verkoop wat 'n gesukkel was om aan te skakel. Game vereis dat sulke elektroniese goedere wat teruggebring word eers deur die afdeling nagegaan word, want Game glo die klient is altyd verkeerd.
Trade balance swings to R5.22bn surplus in February - Moneyweb. Dit beteken 'n netto uitvloei van kapitaal (Kapitaal word in effek uitgeneem deur goedere uit te neem).
High court legalises marijuana for private use in South Africa- BusinessTech.
A short history of market reactions to political events - Moneyweb.
Rand hits R13.60/$ as it continues freefall on Gordhan axing - Fin24. Die Rand wisselkoers word hoofsaaklik deur handel bepaal. Die kapitaal vloei is kort termyn. Vorentoe sal die Rand moontlik versterk omdat die swakker ekonomie minder invoere beteken. Herverspreiding na armes kan ook beteken dat minder hoë tegnologie produkte ingevoer word.
Junk status on the cards after Zuma's night of long knives - Fin24. "Zuma’s decision to replace Gordhan, popular with investors because of his efforts to rein in spending". Hy het belasting verhoog, wat die ekonomie verswak het. Die reaksie op wat die ANC doen, is onverstaanbaar. Mense weet al vir die afgelope 100 jaar dat die ANC die beskawing en die ekonomie sal vernietig.
Donderdag 30 Maart 2017
Op die internet
The Ticking Time Bomb That Will Wipe Out Virtually Every Pension Fund In America - The Economic Collapse.
How to Handle an Oil Shock - Project Syndicate.
Explaining the accelerating expansion of the universe without dark energy - Science Daily. "Enigmatic dark energy, thought to make up 68% of the universe, may not exist at all, according to a Hungarian-American team."
Op die internet - Suid Afrika
Here’s how Cape Town property prices have exploded - Moneyweb.
This one graph shows that more South Africans are leaving the country - BusinessTech.
Not all tax-free savings accounts are created equal - Moneyweb.
Cape Town’s R100 billion plan to keep housing affordable for locals - BusinessTech. Hoër eiendoms belasting of inkomste belasting lei na hoër pryse, wat uiteindelik deur die armes betaal word, deur onder andere deur 'n gebrek aan werk. Regering kan nie ekonomiese beginsels klop nie. Wat mense eenkant ontvang, verloor hulle elders.
The great social grants hijacking - BusinessLive.
Suid Afrika aandele
Die JSE het -0.35% laer gesluit. Die Rand/$ is sterker op R12.83. Brent olie is op na $52.69. Die goudprys is af na $1249.50.
Groot stygings: Assore +3.7% na R238.00, Exxaro na R119.50, ARM +3.5% na R94.48, Pergrin +3.1% na R28.02, Advtech +2.%% na R20.75, Anglo +2.1% na R202.16 (R414M), Kumba +2.0% na R208.57, StanBank +1.9% na R153.70 (R847M).
Groot dalings: Netcare -10.1% na R27.30 (R291M), AngGold -4.0% na R138.41, Sibanye -3.6% na R28.03, Harmony -3.5% na R29.72.
Die Monitêre Beleids Komitee het rentekoerse onveranderd gelaat.
EOH HOLDINGS: A model that works and grows - BusinessLive.
Minister van Finansies
Onderstaande grafiek wys Suid Afrika se ekonomie (Bruto Binnelandse Produk) in reële VSA dollars, en wie die Minister van Finansies was. Die dollar (VSA inflasie in ag genome) word gebruik in 'n poging om die werklike inflasie koers te vind. As die VSA inflasie met 1.3% per jaar onderskat was, was daar geen ekonomiese groei van 1994 tot 2016 nie. Dit lyk of die langtermyn verswakking van die ekonomie en die Rand deur China se aanvraag na minerale onderbreek was, maar nou weer voortgesit word. Al die bohaai oor Pravin Gordhan gaan seker meer oor wie hom sal vervang.
Woensdag 29 Maart 2017
Op die internet
Chinese Gold Miner Claims Discovery Of Largest Ever Gold Mine - Zero Hedge.
Pilot Commercial plants for Spray on Solar cells will start in 2018 - Next Big Future.
Elon Musk points out that the NASA funding bill changes nothing and adds no funding for Mars - Next Big Future.
The Population of Every Country is Represented on this Bubble Chart - Visual Capitalist.
Suid Afrika aandele
Die JSE het +0.26% hoër gesluit. Die Rand/$ is swakker op R13.04. Brent olie is op na $52.06. Die goudprys is af na $1252.13. Die aandeel mark was opgehou deur Naspers, terwyl banke geval het.
Groot stygings: South32 +2.7% na R27.20, BHPBill +2.2% na R202.58 (R427M), FortressB +2.0% na R33.80, Naspers +1.8% na R2347.10 (R2549M).
Groot dalings: LifeHC -8.8% na R30.75, ARM -3.7% na R91.25, FirstRand -3.8% na R48.34 (R1226M), MMI Hold -3.6% na R24.15, Conduit -3.5% na R2.50, StanBank -2.9% na R150.85 (R1377M).
Dinsdag 28 Maart 2017
Op die internet
Van 16 Feb. 2016 bevestiging dat demokratiese lande in welsyn state verander (met geen ekonomiese groei nie, behalwe deur meer skuld): The History of U.S. Government Spending, Revenue, and Debt (1790-2015) - Metrocosm.
Op die internet - Suid Afrika
Revealed: Stock market statistics shatter ‘white monopoly capital’ myth - Biznews.
Beware the siren song of growth – Orbis - Moneyweb. Statistiek vanaf 1900 is nie noodwendig nuttig nie. Die persentasie van die ekonomie wat op die aandeel mark verteenwoordig is, kon vergroot het, en is nou naby versadiging.
Foreigners sold more SA stocks in 2016 than… practically ever - Moneyweb.
South Africa's drought a 'harvest of dysfunction' – Oxfam - Engineering News.
Cape Town water being treated for harmless compound - Engineering News.
City launches R88m project to fix potholes - Engineering News. Dit is een van die primêre funksies van 'n munisipaliteit. Waarvoor was die eiendoms belasting dan andersins gebruik?
Suid Afrika aandele
Die JSE het +1.13% hoër gesluit. Die Rand/$ is swakker op R12.90. Brent olie is op na $51.84. Die goudprys is op na $1256.56.
Groot stygings: ARM +8.3% na R94.80, Kumba +6.5% na R203.70 (R333M), Rhodes +6.0% na R24.39, Sasol +5.9% na R382.21 (R1293M), Telkom +5.7% na R76.27, Assore +5.1% na R234.50.
Groot dalings: Sibanye -3.9% na R28.98, MrPrice -2.8% na R167.11, Foshini -2.3% na R165.54.
Capitec Bank (CPI) se inkomste vir die jaar tot Feb was +14.6% hoër, en vwVPA +18% hoër na 3270c. Dan is die prys/verdienste R796.00/R32.70 = 25. Die dividend opbrengs is (450c + 800c)/R796.00 -20% = 1.3%.
Mielies
Volgens die media word 'n baie groot oes in Suid Afrika verwag, wat die mielie prys afbring. Die plaaslike prys word seker deur die internasionale prys bepaal, en val weens die sterk Rand. Volgens Weekly Maize Report was vir die seisoen tot op datum 708 duisend ton mielies uitgevoer, en 2235 duisend ton ingevoer. Dan word mielies meestal ingevoer, omdat plaaslike produksie nie genoeg is nie. Vir die week einde 17 Maart was 77485 ton in Suid Afrika geproduseer, 15828 ton was uitgevoer en 88987 ingevoer. Die prys van ingevoerde hoender val saam met die sterk Rand.
Maandag 27 Maart 2017
Op die internet
After Dramatic Obamacare Failure, Trump Now Faces A Looming Government Shutdown He May Not Be Able To Prevent - The Economic Collapse.
Why Foreign Robots Are The Real U.S. Job Killer - Zero Hedge.
Six Graphs That Reveal Big Problems For Student And Auto Loans - Zero Hedge.
Chinese Elites Scramble To Apply For US 'Golden Ticket' Visa - Zero Hedge.
Forget ObamaCare, RyanCare, Or Any Future ReformCare - The Healthcare System Is Completely Broken - Zero Hedge.
Health-Care Industry Debt Turns into “Systemic Recession Risk” - Wolf Street.
Op die internet - Suid Afrika
SAA losses climb to R4.5bn - Engineering News.
Suid Afrika aandele
Die JSE het -0.18% laer gesluit. Die Rand/$ is swakker op R12.73. Brent olie is op na $50.80. Die goudprys is op na $1255.65. Die yster erts prys is steeds $88.35. Die platinum prys is nou dieselfde $968 van Vrydag, en omtrent dieselfde prys as 'n jaar gelede, terwyl die Rand/$ 'n jaar gelede R15.46 was, 21% swakker.
Groot stygings: Sibanye +9.4% na R30.16, Harmony +6.5% na R31.42, AngGold +5.3% na R146.74, GFields +4.6% na R46.25, Amplats +3.7% na R292.48, MedClin +3.6% na R122.82, BATS +3.6% na R839.00 (R478M).
Groot dalings: Rhodes -5.3% na R23.01, Imperial -4.7% na R170.00, Kumba -4.3% na R191.34, HyProp -3.7% na R129.00, ARM -3.6% na R87.55, PSG -3.6% na R261.06.
Sun International (SUI) se inkomste vir die 6m tot Des was +31% hoër, en verstelde vwVPA 223c teenoor 343c 'n jaar gelede. As dit herhaal, sal die prys/verdienste R77.00/~2x223c ~17 wees. Geen dividend was verklaar nie.
R5.5bn sale takes Old Mutual one step closer to separation - Fin24.
How the JSE has changed over the past decade - Moneyweb.
Op die internet - Suid Afrika
Strangled by your medical scheme contribution? - Fin24. Dit is waarskynlik baie goedkoper vir gesonder mense om vir 'n 40 jaar werk leeftyd geld te spaar vir mediese uitgawes, in plaas van te betaal vir fonds administrasie, en ander lede se uitgawes.
Sondag 26 Maart 2017
Op die internet
Your Pension Will Be At The Center Of America's Next Financial Crisis - Zero Hedge.
This Is The Nightmare Scenario For The GOP: A $2 Trillion Funding "Hole" - Zero Hedge. Laer belasting beteken groter skuld.
Op die internet - Suid Afrika
Alarm raised over Full HD TV “lie” in South Africa - Mybroadband.
This is how much poorer South Africans have become over the past year - BusinessTech. Die feit dat die aandeelmark op dieselfde vlak is as drie jaar gelede is 'n teken van 'n ekonomie wat verswak, in teenstelling met ekonomiese groei statistiek. Afhangende van die werklike inflasie koers, is die mark reëel omtrent -25% laer as drie jaar gelede. Werknemers se pensioen geld word belê in 'n ekonomie wat agteruit gaan, weens die ANC regering.
Your guide to the biggest smartphones heading to SA - Fin24.
Tobacco giant's workers' mental health goes up in smoke - Fin24. "... was hijacked 14 times during his almost four years on the road delivering BAT SA products to retailers in Cape Town". 'n Gevolg van transformasie.
Stepdaughter of Eskom boss scores R1 billion in contracts – report - BusinessTech.
Government ministers splurge R40 million on luxury cars - BusinessTech.
Saterdag 25 Maart 2017
Ekonomie versus bevolking
Onderstaande grafiek wys die ekonomiese uitset (Bruto Binnelandse Produk) van groter lande (World Bank - Wikipedia), teenoor bevolkings grootte (Wikipedia). Dit wys die lae produksie van die meerderheid van die Suid Afrikaanse bevolking.
Onderstaande grafiek wys die ekonomiese uitset (Bruto Binnelandse Produk) van suider Afrika lande (World Bank - Wikipedia), teenoor bevolkings grootte (Wikipedia). So onproduktief as wat Suid Afrika is, naburige lande is veel erger weens 'n gebrek aan blanke ontwikkeling.
Op die internet
The true cost of loyalty programs - SMH.
Vrydag 24 Maart 2017
Op die internet
It's Happening: Scientists Can Now Reverse DNA Ageing in Mice - Science Alert.
Computer program developed to diagnose and locate cancer from a blood sample - Science Daily.
Suid Afrika aandele
Die JSE het -0.41% laer gesluit. Die Rand/$ is sterker op R12.44. Brent olie is dieselfde $50.52. Die goudprys is op na $1248.30.
Groot stygings: AForbes +5.0% na R6.70, Anchor +4.5% na R7.69, FortressA +2.2% na R17.38 (R151M), AngGold +2.0% na R139.42 (R261M).
Groot dalings: Assore -4.4% na R227.61, Mustek -4.2% na R4.40, South32 -3.4% na R25.80, LifeHC -3.2% na R32.35 (R178M), Pergrin -3.1% na R26.65, Northam -2.4% na R50.04, Fambrands -2.4% na R154.64.
Op die internet - Suid Afrika
Economic transformation imperative for South Africa – Davies - Engineering News. As transformasie lei na wanbestuur, korrupsie, en geld vermorsing, dan sal radikale transformasie sekerlik werk.
These are the best areas in Cape Town to invest in property - BusinessTech.
Leadership void and losses plague these state companies - Fin24.
Poultry crisis: What is the actual problem? - Fin24. Dit lyk of die probleem onkundige politieke komitees is.
Government must give state property to the poor - analyst - Fin24. Die ANC word waarskynlik net gemotiveer deur grond weg te neem van blankes. Dan is die grond in staats besit nie van belang nie.
Donderdag 23 Maart 2017
Op die internet
Some aging reversal in appearance, liver, muscle and other functions with cell penetrating peptides in very old mice - Next Big Future.
Critical step in DNA repair, cellular aging pinpointed - Science Daily. Scientists unveil a giant leap for anti-aging - Science Daily.
Suid Afrika aandele
Die JSE het -0.13% laer gesluit. Die Rand/$ is sterker op R12.54. Brent olie is op na $50.53. Die goudprys is af na $1243.79.
Groot stygings: Anchor +4.4% na R7.36, Astral +4.0% na R164.80, Bidvest +3.2% na R166.50 (R171M), Advtech +2.3% na R20.25.
Groot dalings: Harmony -4.2% na R29.32, ARM -4.1% na R90.75, Amplats -3.3% na R288.00, AngGold -3.2% na R136.65 (R186M), Implats -3.1% na R43.16, BarWorld -2.5% na R124.82.
Metair (MTA) se inkomste vir die jaar 2016 was +18% hoër, en vwVPA -7.7% laer na 228c. Dividend is 70c.
Workforce (WKF) se inkomste vir die jaar 2016 was +29% hoër, en vwVPA +20% hoër na 40.0c. Lae handel.
Op die internet - Suid Afrika
Zapiro cartoon.
Woensdag 22 Maart 2017
Suid Afrika aandele
Die JSE het -1.25% laer gesluit. Die Rand/$ is sterker op R12.57. Brent olie is af na $50.15. Die goudprys is op na $1247.66.
Groot stygings: Harmony +5.3% na R30.60, Sibanye +5.0% na R27.99, GFields +3.4% na R45.17, Telkom +3.3% na R75.44, Omnia +2.6% na R170.00.
Groot dalings: Kumba -5.0% na R201.99, BHP Bill -5.0% na R197.96 (R516M), M&R Hold -4.8% na R16.00, Imperial -4.3% na R179.80, JSE -4.3% na R135.82, ARM -4.3% na R94.60, Glencore -4.3% na R51.83.
Anchor Group (ACG) se inkomste vir die jaar 2016 was +85% hoër, en verstelde vwVPA +11% hoër na 63.2c. Die netto bate waarde is R5.55.
AdvTech (ADH) se inkomste vir die jaar 2016 was +24% hoër, en vwVPA +39% hoër na 71.0c, of genormaliseerd +24% hoër na 66.6c. Laagenoemde gee 'n prys/verdienste van R20.19/66.6c = 30. Die dividend opbrengs is 32.5c/R20.19 -20% = 1.3%.
Tencent (waarin Naspers aandele het) se inkomste vir 2016 was +48% hoër (+44% vir die 4de kwartaal), en verdunde VPA +42% hoër (+46% vir die 4de kwartaal).
Domino’s stock has outperformed Google, Facebook, Apple, and Amazon this decade - Quartz. Doen niks vir Taste Holdings se aandeelprys nie.
Op die internet - Suid Afrika
Why you are paying so much more in property levies in 2017 - BusinessTech. "Property experts warned that levies may increase by between 15% and 25% as a result of the STSMA."
Cape Town to try flexi-time, working from home to reduce traffic jams - Mybroadband. Net soos die water skaarste, nog 'n teken dat die munisipale regering onbekwaam is. Die grootte van kantoor geboue moes of beperk gewees het, en groter besigheids zones in voorstede beplan gewees het, of meer paaie moes aangelê gewees het. Munisipale belasting styg met dubbel die inflasie koers, maar die geld word nie gebruik om die primêre funksies te vervul nie.
How many South Africans have second homes and why they buy them - BusinessTech.
Namibian president calls for land expropriation - Engineering News. "... radical land expropriation ...". Agriculture in Namibia: "Agriculture in Namibia contributes around 5% of the national Gross Domestic Product though 25% to 40% of Namibians depend on subsistence agriculture and herding. Only 2% of Namibia's land receives sufficient rainfall to grow crops." Namibia - Agriculture: "Less than 1% of Namibia is arable. About 47% of the active population depends on agriculture for their living." Net soos in Zimbabwe, keer oermense terug na oorlewings-boerdery. Gedurende die steentydperk was daar nie regering wat met luukse motors rondgery het nie. Die kleinboere dra niks by tot die koste van regering nie. Grond behoort deur kommersiële boere gebruik te word wat bydrae tot die ekonomie en staats uitgawes.
Op die internet
Commercial & Residential Real-Estate Bubble once again a Risk to “Financial Stability,” and Fed’s Rosengren is Worried - Wolf Street.
Peak Gold – Biggest Gold Story Not Being Reported - Talk Markets.
Pepsi Pulls 12-Packs, 2 Liter Bottles From Philadelphia Stores In Protest Over Soda Tax - Zero Hedge.
“Dig once” bill could bring fiber Internet to much of the US - Ars Technica.
Eye opening numbers on space debris - Universe Today.
There are 5 trillion pieces of plastic floating in our oceans. This map shows you where. - Vox.
Dinsdag 21 Maart 2017
Op die internet
The Truth About Trump's "Skinny Budget" - Daily Reckoning. "Farmers on $250,000 combines harvesting 16 rows of corn at a time by GPS navigation don’t need $23 billion per year from the taxpayers or even the $18 billion contained in Trump’s skinny budget." Word VSA boere met R300,000,000,000 per jaar ondersteun? Dan is dit geen wonder dat hoender goedkoper is nie. Ander lande betaal daarvoor, omdat subsidies die $ sterker maak, en ander VSA goedere duurder maak.
How OPEC Lost The War Against Shale, In One Chart - Zero Hedge.
Perfect Example Of Why Job Losses From Minimum-Wage-Hikes Are Being Underestimated, 'Bigly' - Zero Hedge.
We need to protect the world's soil before it's too late - Popular Science.
New Zealand is running out of hotel rooms for tourists - Telegraph UK.
Suid Afrika aandele
Anglo says SA reorganisation adds sale flexibility - Fin24.
Maandag 20 Maart 2017
Op die internet
The Biggest Gold Story Not Being Reported - Daily Reckoning.
Despite Financial Engineering & Clever Reporting Schemes, S&P 500 Earnings per Share Stuck for 3+ Years, but Stocks Soar - Wolf Street.
America Is Hardly A Bastion Of Free Trade - Zero Hedge.
"This Is Going To Blow Sky High" - Observations On Canada's Housing Market - Zero Hedge.
Suid Afrika aandele
Die JSE het +0.39% hoër gesluit. Die Rand/$ is sterker R12.65. Brent olie is af na $51.70. Die goudprys is op na $1233.27.
Groot stygings: Nampak +4.9% na R16.62, SunInt +4.1% na R75.50, Naspers +3.3% na R2291.20 (R1878M), Truworths +2.8% na R93.77.
Groot dalings: ARM -5.8% na R98.86, DRDGold -3.6% na R6.43, Assore -2.8% na R249.00, Amplats -2.5% na R295.64.
Astoria (ARA) se Netto Bate Waarde was $1.00 op 31 Des 2016.
Op die internet - Suid Afrika
A brutal tale of unbalanced, selective, racism-inciting media coverage – Herbst - BizNews.
Lessons for SA? 17 years on…Zimbabwe’s ‘Rust & Dust’ - BizNews.
Outa calls on Human Rights Commission to investigate drinking water challenges - Engineering News. "According to the most recent data from the DWS’s 2014 Blue Drop report, 76% of municipal drinking water systems fail to comply with drinking water quality standards in terms of chemical compliance and 20% in terms of microbiological compliance."
Bill launched to ban foreigners from buying farm land in SA - Fin24. As 'n mens deur voormalige swart state reis, lyk dit nie of daar enige boerdery plaasvind nie.
Sondag 19 Maart 2017
Op die internet
Central Bank Shell Game: What Sweden’s Negative Interest Rates Do to Consumers - Wolf Street.
The Long Run Economics Of Debt Based Stimulus - Zero Hedge. (1) Ekonomiese groei van 3% per jaar is hoogs onwaarskynlik. Dit beteken 'n verdubbeling in lewens standaard oor 24 jaar (konstante bevolkings grootte). Lewens standaard verhoog eenvoudig nie soveel nie, nie eers oor 50 jaar nie. Waar die fundamentele fout inkom met ekonomiese groei statistiek, is die bepaling van inflasie. Die mandjie goedere wat gebruik word om inflasie te meet, word klaarblyklik arbitrêr gekies. (2) Ontwikkelde lande soos die VSA se geld eenheid sal nie noodwendig verswak as geld geskep word om skuld af te werk nie, omdat ander lande nog meer geld skep.
How does Los Angeles get its water? - Popular Science.
Op die internet - Suid Afrika
The cheapest countries for South Africans to buy citizenship and emigrate to in 2017 - BusinessTech.
Eskom blows R311m - Fin24.
SABC faces collapse - News24.
Municipalities want new tax for South Africa - Mybroadband.
Saterdag 18 Maart 2017
Op die internet
Stocks Soared on Trump’s $1-Trillion Infrastructure Boom. But that Just Evaporated. Now What? - Wolf Street.
Irish Study Finds Those Eating More Dairy Are Skinnier and Don't Have Higher Cholesterol - Science Alert.
US Shale oil strength and world oil prices and production predictions - Next Big Future. "Among the main shale oil plays, Permian Midland has moved from averaging a wellhead breakeven price of 71 USD/b in 2014, to 36 USD/b in 2016."
Why Is South Africa Being Stirred Up? - Zero Hedge. Lang kommentaar onderaan die artikel. Baie Jode het in 1994 geëmigreer. Dit was die Britse Labour Party en die Anglikaanse kerk wat die anti-apartheid veldtog geloods het, op versoek van die ANC.
There is a huge hole in Trump's promise to bring back US manufacturing jobs - Business Insider.
The Record Year The U.S. Imported Nearly A Half Billion Ounces Of Silver - Talk Markets.
Op die internet - Suid Afrika
South Africa’s average broadband speed less than half of Kenya’s - Mybroadband.
Vrydag 17 Maart 2017
Op die internet
Beyond 'apartheid'--U.N. commission pushes legal and propaganda offensive against Israel - Fox News.
Could your favorite pain medicine send you into cardiac arrest? - Popular Science.
Type 2 Diabetes Has Been "Reversed" in 40% of Patients for 3 Months - Science Alert.
Indigenous South American group has healthiest arteries of all populations yet studied, providing clues to healthy lifestyle - Science Daily.
Link between Vitamin D treatment and autism prevention - Science Daily.
New steel process is faster, lower cost, higher quality, uses 5-10 times less energy and enables new thinner sheets - Next Big Future.
Startup X-energy has started design of a gas-cooled pebble bed modular nuclear reactor - Next Big Future.
Trump’s budget is how the U.S. hands over leadership of 21st century technology to Asia. It is superpower suicide - Financial Post.
Lithium is the latest hot metal commodity, but investor fever could be cooling - Financial Post.
Das Knowhow Kapital - Project Syndicate. Die grondliggende probleem is dat die ANC nie blankes as Afrika inwoners herken nie.
Inkomste en skuld per inwoner
Onderstaande grafiek is die ekonomiese produksie (Bruto Binnelandse Produk) per inwoner per maand van party lande in Rand, wat die verskil wys tussen eerste wêreld lande, en Afrika lande wat minder ontwikkel was deur koloniste as Suid Afrika.
Hierdie grafiek wys party lande se skuld per inwoner, vergeleke met die ekonomie produksie per inwoner per jaar. Suid Afrika se skuld is laag vergeleke met party ander lande. Suid Afrika se laer krediet gradering is eerder 'n aanduiding van 'n gebrek aan vertroue in die regering se bekwaamheid.
Suid Afrika aandele
Die JSE het -0.38% laer gesluit. Die Rand/$ is dieselfde R12.76. Brent olie is af na $51.78. Die goudprys is dieselfde $1230.63. Die yster erts prys is $89.50, teenoor $86.35 'n week gelede.
Groot stygings: Equites +7.1% na R18.00, Lewis +6.6% na R44.98, Trencor +3.7% na R40.74, Adcock +3.5% na R63.28, RMIH +3.2% na R43.29 (R993M), Amplats +2.9% na R303.09.
Groot dalings: ArcMittal -7.7% na R11.91, Nampak -3.8% na R15.85, Remgro -3.8% na R216.40 (R676M), Harmony -3.5% na R28.89, Aspen -3.4% na R273.33 (R528M).
Op die internet - Suid Afrika
Constitutional Court extends invalid CPS contract for 12 months - BusinessTech. Die staats toelaes is basies omkoopgeld aan kiesers. Die regering gaan so ver om die geld af te lewer in klein dorpies, want hulle soek al die stemme wat hulle kan kry. Hier is jou R1500 vir die maand, vir jou stem. Demokrasie gaan oor watter party vir jou die meeste voordele bied.
REVEALED: SAA bleeding billions more than first reported - Fin24.
Donderdag 16 Maart 2017
Op die internet
Dietary anti-cancer compound may work by influence on cellular genetics - Science Daily.
Daily consumption of tea protects the elderly from cognitive decline - Science Daily.
Minimum wage hikes are causing businesses to cut jobs - Business Insider UK.
This Map Shows the Most Extreme Comparison of Population Density We’ve Seen - Visual Capitalist.
Inflation Hits Consumers, Mortgage Rates Take Off, “Financial Repression” for Bondholders and Savers - Wolf Street.
Greece: A Democracy In Crisis - Zero Hedge.
Are Collapsing Pensions "About To Bring Hell To America"? - Zero Hedge. Baie pensioen geld is in aandeel fondse, waarvan die toekoms sleg lyk.
A US ally shot down a $200 drone with a $3 million Patriot missile - The Verge.
Dutch elections: Wilders' far-right party beaten, early results show - CNN.
Yahoo cyber indictment shows Kremlin, hackers working hand-in-hand - Reuters.
Op die internet - Suid Afrika
‘Tshwane’s deep-set financial trouble almost insurmountable’ - Moneyweb.
Mugabe lauds PPC's new $82m plant - Fin24. Die publiek het nie geld vir kos nie. Koop die regering die sement met geleende geld? Zimbabwe se inkomste per inwoner is R1000 per maand (ekonomiese uitset gedeel deur die bevolking).
Chicken wars: SA vows to fight dumping - Fin24. 'n Hoender moes hom in die bol gepik het. Invoer beskerming lei na 'n minder doeltreffende ekonomie, en die ekonomie stort alreeds inmekaar weens belasting.
How subscribers watch DStv streaming in South Africa - Mybroadband.
Zille to face disciplinary process for colonialism tweets - Maimane - News24. Om te weet hoe arm Suid Afrikaners sou gewees het, kan 'n mens kyk na lande wat die minste koloniale ontwikkeling gehad het. Suid Afrika se inkomste per inwoner is R6200, teenoor DR Kongo se R520, of Malawi se R380 per maand. As Afrika glad gekoloniseerd was nie, sou die syfers nog laer gewees het.
Suid Afrika aandele
Die JSE het +2.03% hoër gesluit. Die Rand/$ is sterker op R12.74. Brent olie is op na $51.94. Die goudprys is op na $1230.64. Die groot volume op die JSE lyk na buitelandse invloei.
Groot stygings: ARM +11.2% na R105.02 (R439M), Kumba +10.4% na R216.00, GFields +10% na R44.55, Sibanye +8.1% na R26.86 (R339M), M&R Hold +7.7% na R16.49, Anglo +6.5% na R203.47 (R2259M), Exxaro +6.5% na R119.00, AngGold +6.5% na R139.20 (R630M), Barclays-A +4.4% na R158.18 (R749M), FirstRand +3.8% na R53.25 (R1653M), MTN +3.8% na R129.65 (R2455M).
Groot dalings: Lewis -4.2% na R42.21, SunInt -3.4% na R72.30.
Remgro (REM) se inkomste vir die 6m tot Des was +1.8% hoër, en die vwVPA +26% hoër na 863.9c, hoofsaaklik weens billike waarde verstelling. Die dividend opbrengs is (275c+194c)/R225 -20% = 1.7%. Die intrinsieke netto bate waarde per aandeel is -10.2% laer na R257.79.
Grand Parade (GPL) se inkomste vir die 6m tot Des was +40% hoër, en vwVPA af na 0.84c van 2.03c.
African Rainbow Minerals (ARI) se inkomste vir die 6m tot Des was +5.1% hoër, en vwVPA 869c teenoor 232c 'n jaar gelede. As dit herhaal, sal die prys/verdienste R94.44/~(2x869c) ~ 5.4 wees. Die prys/verkope is R94.44/~(2xR25.4) ~ 1.9. Die 12m dividend opbrengs is 225c/R94.44 -20% = 1.9%.
Indian billionaire to buy R32bn Anglo American stake - Fin24.
Insider trading rocks SA coal mine - Fin24.
January retail sales down - Moneyweb. Dit is -2.3% laer as verlede jaar. Met werklike inflasie wat hoër is as die amptelike syfer, is die val nog groter.
The biggest companies in South Africa by market cap - BusinessTech.
Woensdag 15 Maart 2017
Op die internet
Stagflation Strikes As US Consumer Prices Surge At Fastest Pace In 5 Years - Talk Markets.
Most Overvalued Stock Market On Record — Worse Than 1929? - Talk Markets. "Given the scale of the risks facing investors and pension owners today, it is prudent to reduce allocations to stocks and bonds and increase allocations to physical gold". Goud kan baie aantreklik word wanneer geld gedruk word om skuld te verminder, maar dit kan jare vertraag word.
Top 10 Habits of Millionaires for Building Wealth - Visual Capitalist.
New Research Suggests Ancient Humans Helped Make the World's Largest Desert - Science Alert. Wat seker gebeur het, is dat die swartes die grond sonder vergoeding gevat het, soos met wat met die Boesmans gebeur het, en deur swak boedery metodes dit in woestyn verander het. Klaarblyklik is al die bome in die Transkei afgekap, en kom grond erosie voor.
Mayors slam AT&T for slow Internet, long phone outages - Arstechnica. In party gebiede is Telkom nie meer beskikbaar nie.
Where Has All the Water Gone? - Project Syndicate. Stop die bevolking.
Suid Afrika aandele
Die JSE het +0.01% hoër gesluit. Die Rand/$ is sterker op R13.04. Brent olie is op na $51.65. Die goudprys is af na $1200.17.
Groot stygings: Pergrin +4.4% na R29.75, Balwin +4.3% na R8.24, RCL +3.7% na R16.70, Reunert +3.7% na R73.00, WBHO +3.0% na R156.58 (R109M), Glencore +2.8% na R51.70 (R308M), BATS -2.7% na R805.00 (R307M).
Groot dalings: SunInt -14.8% na R74.95 (R264M), Harmony -5.5% na R28.48, Amplats -4.9% na R280.18, PPC -4.3% na R6.51, Phoenix -3.1% na R0.63, Lewis -3.1% na R44.04 (R191M).
York Timber (YRK) se inkomste vir die 6m tot Des was +9.0% hoër, en wVPA -9.1% laer na 10c. Gewoonlik lae handel.
Sun International (SUI) verwag vir die 6m tot Des 'n verstelde vwVPA van 189c tot 223c, -35% tot -45% laer.
EOH (EOH) se inkomste vir die 6m tot Jan was +21% hoër, en vwVPA +22% hoër na 415c. As dit herhaal, sal die prys/verdienste R146.62/~2x415c = 18 wees. Die 12m dividend opbrengs is 185c/R146.62 -20% = 1.0%.
As Aspen gets bigger, so do the challenges - Moneyweb24.
Dinsdag 14 Maart 2017
Op die internet
Stockman Explains The Mystery Of The Treasury's Disappearing Cash - Zero Hedge.
OPEC and Russia will likely not extend production cuts past June and their could be a new oil price war - Next Big Future.
Three solar thermal plants in Chile could generate electricity 24 hours a day - Arstechnica. As die koste $2.6 biljoen is vir 450MW werk dit uit op R75.11 per Watt, teenoor die kleinhandel prys vir elektriese sonpanele van R7.5 per Watt (R2177 vir 305 Watt), sonder installasie.
Suid Afrika aandele
Die JSE het -0.03% laer gesluit. Die Rand/$ is dieselfde R13.16. Brent olie is af na $50.52. Die goudprys is dieselfde $1205.93.
Groot stygings: Harmony +4.5% na R30.15, Implats +4.1% na R41.80, Amplats +4.1% na R294.47, GFields +3.8% na R41.16, Pnr Foods +3.4% na R176.50 (R359M), Shoprite +3.3% na R205.89 (R859M), Tigerbrands +2.7% na R425.00 (R686M).
Groot dalings: JSE -3.5% na R139.14, Bidcorp -3.4% na R263.60 (R322M), ARM -2.7% na R92.92, RMHI -2.6% na R41.89, B-Africa -2.5% na R148.27 (R449M), MTN -2.4% na R122.10 (R505M).
Choppies Enterprises (CHP) se inkomste vir die 6m tot Des was +34% hoër, en wVPA -34% laer na 4.52t. Min handel.
ELB Group (ELR) se inkomste vir die 6m tot Des was +1.2% hoër, en vwVPA 142.1c teenoor -51.2c 'n jaar gelede. Min handel.
Cell C reports R540 million profit, reveals customer numbers - Businesstech.
Op die internet - Suid Afrika
Standing on the brink of the singularity revolution - Mybroadband.
Promising breakthrough in battery technology - TechCentral.
Plans for South Africa to share passport with 14 other countries - Businesstech. 'n Paspoort beteken gewoonlik verblyf reg – geen visums met vervaldatums nie. Dit sal beteken dat mense sal trek na die meer welgestelde lande, soos Suid Afrika.
Maandag 13 Maart 2017
Op die internet
How The Federal Reserve Is Setting Up Trump For A Recession, A Housing Crisis And A Stock Market Crash - The Economic Collapse.
The Paradoxical Rivalry Of US And China For Industrial Innovation - Talk Markets.
Trillions In Debt And We're Just Scratching The Surface - Talk Markets.
How to watch foreign TV at home - Popular Science.
This device may pull water out of thin air, but not as well as we hoped - Popular Science.
Suid Afrika aandele
Die JSE het +1.14% hoër gesluit. Die Rand/$ is dieselfde R13.14. Brent olie is af na $51.39. Die goudprys is op na $1205.99.
Groot stygings: Northam +5.0% na R50.00, Harmony +4.3% na R28.84, GFields +4.3% na R39.65, Steinhoff +4.0% na R66.99 (R903M), Tongaat +3.1% na R131.99, Anglo +3.1% na R191.30 (R1446M).
Groot dalings: Exxaro -2.7% na R110.00, Invicta -2.3% na R62.05.
Trellidor (TRL) se inkomste vir die 6m tot Des was +71% hoër, en vwVPA +18% hoër na 37.7c, of kern +31% hoër na 37.7c. Gewoonlik lae handel.
Rand Merchant Investments (RMI) se inkomste vir die 6m tot Des is dieselfde as 'n jaar gelede, of +12% hoër op die herverklaarde bedrag. Die vwVPA is +6.6% of +7.6% hoër na 107.7c, of genormaliseerde vVPA +9.8% of +10.6% hoër na 119.6c. Laasgenoemde gee 'n prys/verdienste van R41.91/(112.7c+119.6c) = 18. Die dividend opbrengs is (65c+53c)/R41.91 -20% = 2.3%. Die markwaarde van beleggings is R41.2 per aandeel.
New R4.2 billion development ‘brings the beach to Pretoria’ - Businesstech. "Balwin Properties is set to launch a R4.2 billion residential development in Pretoria East, featuring a 1.5 hectares".
Op die internet - Suid Afrika
The next 100 years on the JSE won't be like the last 100 - Moneyweb Today. Wat die werklike inflasie koers was sedert 1994 weet 'n mens nie. In Rand het die JSE algehele indeks 10.3% per jaar gegroei sedert 1994. Dit stem ooreen met ekonomiese groei + inflasie van 10.6% per jaar. Die M3 geld voorraad het 12.3% per jaar gegroei. Dit lyk of die ekonomie oor 'n afgrond tuimel. Maatskappy inkomste sal steeds weens inflasie groei, maar nie wins nie. Geld voorraad groei begin nou weer optel: Okt 6.62%, Nov 4.76%, Des 6.07%, Jan 7.91%.
Sondag 12 Maart 2017
Op die internet - Suid Afrika
Room for renewables and nuclear in energy mix - researcher - Fin24. Hernubare energie is net nuttig as die publiek meer krag benodig wanneer die son skyn of die wind waai, anders word die koste daarvan gedupliseer met spaar kapasiteit. Eskom het duur betaal vir nuwe kragstasies en hernubare bronne. Die hoër tariewe as gevolg daarvan sal waarskynlik al meer gesubsidieer word deur munisipale en nasionale belasting betalers. Hoe meer son energie die publiek gebruik, hoe duurder gaan Eskom tariewe word, omdat Eskom steeds die kapasiteit moet handhaaf vir bewolkte dae, maar net elektrisiteit gedurende die tye verkoop.
Op die internet
$21,714 For Every Man, Woman And Child In The World – This Global Debt Bomb Is Ready To Explode - The Economic Collapse.
Consuming Our Future: Das Warns "The Model Was Always Doomed To Fail" - Zero Hedge.
Munger: Buffett’s Wingman & The Art Of Stock Picking - Talk Markets. Die besluit vandag is of die VSA onder Trump meer skuld gaan ophoop of nie.
Iron ore rally shows signs of cracking: Could prices halve this year? - SMH.
Saterdag 11 Maart 2017
Op die internet
No Paradox, Economy To Debt To Assets - Talk Markets.
Suid Afrika ekonomiese groei
Inflasie en ekonomiese groei behoort saam gelyk te wees aan die styging in BTW belasting ingesamel. Die werklike en verwagte BTW groei (uit 2017 budget review) is as volg (inflasie en ekonomiese groei in hakies, 2 maande vroeër, uit CPI en GDP): 2014/15 = 9.9% (6.1% + 1.7% = 7.9%), 2015/2016 = +7.6% (4.6% + 1.3% = 6.0%), 2016/17 ~ 3.2% (6.4% + 0.28% = 6.7%). Die feit dat BTW vinniger groei plaas verdere twyfel oor die amptelike inflasie koers. Die geskatte BTW groei vir 2016/17 sou gelyk wees aan die 2016 inflasie + ekonomiese groei, as ekonomiese groei –3.0% was. As inflasie onderskat word, is die ekonomiese inkrimping nog erger.
VAT increase and the budget - SABC. "In real terms (i.e. compensating for inflation) VAT payments in 2015/16 where 'only' 84 percent higher than that of 2003/4. Over this period VAT receipts grew significantly faster than the economy did. Between 2003 and 2015 the Gross Domestic Product (GDP - a measure of economic activity) grew by 42 percent. By contrast VAT receipts grew by 84%. Given that the VAT rate remained constant at 14% over the period in question the growth VAT revenue has to be attributed to improved revenue collection and, possibly, greater expenditure on discretionary items". Dit is te betwyfel dat soveel BTW in die verlede onbetaal was, of dat verbruikers al minder BTW-vrye goedere koop.
Volgens die statistiek diens was inflasie 6.14% per jaar gewees van 1994 tot 2015, en het die ekonomie 4.23% per jaar gegroei. Hierdie ekonomiese groei tempo beteken dat mense wat in 1994 'n 200m² huis kon bekostig, nou 'n 500m² huis kan bekostig, op 'n erf van 2500m² nie meer 1000m² nie, en in plaas van 2 motors kan nou 5 motors bekostig. Welvaart het geweldig toegeneem, of inflasie was hoër gewees. M3 geld voorraad het 12.6% per jaar gegroei, teenoor inflasie + ekonomiese groei van 10.6%. Normaalweg beteken dit dat geld stadiger deur die ekonomie beweeg.
Op die internet - Suid Afrika
What you need to know about the property market along the Garden Route - BusinessTech.
Suid Afrika aandele
Die JSE40 is naby aan dieselfde vlak as drie jaar gelede.
Aspen se prys grafiek het 'n kleiner kop-en-skouers gevorm wat veronderstel is om die prys af te neem na R235. Voor dit was 'n groter kop-en-skouers wat die prys sou afneem na R200. Voor dit was nog 'n groter kop-en-skouers wat die prys sou afneem na R120.
Vrydag 10 Maart 2017
Suid Afrika aandele
Die JSE het +0.71% hoër gesluit. Die Rand/$ is sterker op R13.14. Brent olie is af na $52.15. Die goudprys is af na $1202.70. Die yster erts prys is $86.35, teenoor $88.56 'n week gelede.
Groot stygings: Exxaro +8.9% na R113.00 (R199M), Kumba +6.2% na R185.91 (R284M), Ascendis +5.1% na R23.55, Tongaat +3.8% na R127.99, ARM +3.6% na R96.25, Vodacom +2.8% na R151.20, Naspers +2.7% na R2165.00 (R1726M).
Groot dalings: Goldfields -3.9% na R38.03 (R406M), Sibanye -3.6% na R24.01, Harmony -3.0% na R27.66.
Tongaat (TON) verwag 13.9 miljoen ton suiker teenoor 7.8 miljoen ton voorheen. Die prys/verdienste is alreeds R125/(93c+547c) = 20.
ELB Group (ELR) verwag nou vir die 6m tot Des 'n wesens VPA van 139.5c tot 142.1c. Lae handel.
Basil Read (BSR) se inkomste vir die jaar 2016 was -7.1% laer, en wesens verlies per aandeel -21.79c. Die prys/verkope is R2.10/R38.9 = 0.054 (m.a.w. R2.10 koop R38.9 se inkomste). Lae volume.
Op die internet - Suid Afrika
Treasury concerned about nearly R118bn owed to municipalities - BusinessLive.
Finally, some good news for home buyers in South Africa - BusinessTech. "... in the year to end-February ... the average purchase price nationally was R1.1 million, or 9% higher year-on-year."
EXCLUSIVE: Prasa locomotives contractor paid ANC 'fundraisers' - News24. ANC never got the R80m – Mantashe - News24.
How the world sees South Africa - BusinessTech. Die top 5 lande is te koud. Temperatuur verskyn nie op die lys van oorwoë eienskappe nie.
Op die internet
High-Intensity Interval Training Could Be Your Best Bet for Keeping Your Cells Young - Science Alert.
Scientists Have Found Some Much-Needed Clues About the Genetic Cause of Social Anxiety - Science Alert.
Harvard Physicists Just Proposed That Mystery Radio Bursts Are Powering Alien Spaceships - Science Alert.
The US Government Has Issued NASA a Demand - Get Humans to Mars by 2033 - Science Alert. Die $19.5 biljoen begroting is net 0.1% van VSA regering skuld (US Debt Clock).
MISSING: $1 Trillion "Kidnapped" From American Retirees… - Daily Reckoning. "That’s money that has been taken away from retirees thanks to the paltry interest rates savers are receiving on their deposits". Rentekoerse is dikwels laer as inflasie, en dan word dit nog belas.
10 Straight Weeks Of Equity Inflows As All The New Money Goes To ETFs - Zero hedge. Wanneer die publiek besluit om te belê, is die einde naby.
More Americans Think The US Spends "Too Little" Than "Too Much" On The Military - Zero Hedge. Die oplossing is eenvoudig. Laat die mense wat dink te min word spandeer, daarvoor betaal.
3000-Year-Old Pharaoh Ramses II Statue Found In Cairo Slum, And It’s “One Of The Most Important Discoveries Ever” - Boredpanda.
'No country would find 173 billion barrels of oil in the ground and just leave them': Justin Trudeau gets a standing ovation at an energy conference in Texas - Business Insider UK.
US Government Revenues Suffer Biggest Drop Since The Financial Crisis - Zero Hedge.
Donderdag 9 Maart 2017
Op die internet
It Took $4 In New Debt To Create $1 In GDP - Zero Hedge.
Are Central Banks Losing Control? - Zero Hedge. Dit lyk of sentrale banke se maklike krediet die gevolge probeer behandel van die eintlike probleem, soos 'n swak ekonomie weens te veel belasting en regerings uitgawes, of inmenging in die ekonomie wat verhoed dat die ekonomie mededingend word met ontwikkelende lande soos China. Lae rentekoers is die verkeerde oplossing vir lae groei omdat dit bate borrels veroorsaak. Die beter oplossing is groei van die geld voorraad, wat inflasie skep en rentekoerse ophou. In elke geval moet regerings uitgawes gesny word.
Op Twitter: Jonathan Cohn @CitizenCohn: "Paul Ryan says insurance can't work if healthy must pay more to subsidize the sick. But this is exactly what happens in every employer plan". Versekering werk net vir gebeure wat lukraak en ongewoon is. Mediese probleme is algemeen, afhanklik van lewens styl, en genetika.
Suid Afrika aandele
Die JSE het -0.76% laer gesluit. Die Rand/$ is swakker op R13.29. Brent olie is af na $52.57. Die goudprys is af na $1204.95.
Groot stygings: Ascendis +7.6 na R22.40, Indlu +4.8% na R11.00, Steinhoff +2.2% na R63.85 (R1255M).
Groot dalings: Exxaro -9.0% na R103.80 (R471M), Kumba -6.9% na R174.35, ARM 6.4% na R93.21, Merafe -3.9% na R1.71, Northam -3.5% na R48.29, Anglo -3.0% na R202.37 (R1184M), BHP Bill -2.9% na R202.37 (R838M).
Pembury (PEM) wil 31 Maart op die AltX noteer. Dis 'n houer maatskappy vir drie filiale: PLG Schools, PLG Properties, en PLG Retirement Villages (huidiglik onaktief).
Echo Polska Properties N.V. (EPP) betaal 'n dividend van €0.0314 vir die 4m tot Des. 2016.
Old Mutual (OML) se totale inkomste vir 2016 was +37% of +42% hoër, en vwVPA +9.0% hoër na 14.5p. Die prys/verdienste is R36.02/14.5pxR16.04 = 15.5. Die dividend opbrengs is (2.67p+3.39p)xR16.04/R36.02 -20% = 2.1%.
Capital & Regional PLC (CRP) se 6m huur uitkering van 1.77p gee 'n jaar dividend opbrengs van (1.62p+1.77p)xR16.04/R9.35 -20% = 4.7%. Uitkering groei vir 2016 was +8.7%. Eiendom was laer gewaardeer teen 68p (~R10.90) per aandeel. Lae handel.
Firstrand (FSR) se inkomste uit bedrywighede vir die 6m tot Des was +11.6% hoër en vwVPA +14% hoër na 211.5c, of genormaliseerd +6.7% hoër na 207.6c. Die prys/verdienste is R51.03/~2x207.6c = 12.3. Die dividend opbrengs is (118.0c+119c)/R51.03 -20% = 3.7%.
Aspen (APN) se inkomste vir die 6m tot Des was 13% hoër, en vwVPA +53% hoër na 640.9c, of genormaliseerd +6% hoër na 692.0c. Laasgenoemde gee 'n prys/verdienste R273.93/~2x692.0c = 20. Die 12m dividend opbrengs is (248c+0c)/R273.93 -20% = 0.7%.
Exxaro Resources (EXX) se inkomste vir die jaar 2016 was +14% hoër, en vwVPA 1204c teenoor 456c in 2015, of voortgeset 1334c vir 2016. As die tweede helfte herhaal, sal die prys/verdienste R114.00/~(2x993c) = 5.7 wees. Die dividend van 410c gee 'n jaar opbrengs (90c+410c)/R114.00 -20% = 3.5%.
Sanlam (SLM) se netto inkomste vir die jaar 2016 was +1.6% hoër, en vwVPA +6% hoër na 488.1c, of genormaliseerd -6% laer na 432.5c. Laasgenoemde gee 'n prys/verdienste van R68.45/432.5c = 16. Die dividend opbrengs is 268c/R68.45 -20% = 3.1%.
Op die internet - Suid Afrika
Riding the new bull: Your guide to a diversified portfolio - Fin24.
‘Unprecedented’ outflow from active equity funds - Moneyweb.
After spiralling costs, Ingula is now powering the economy - Fin24. Die koste van die elektrisiteit stoor werk uit op R27 per Watt (as dit deeltyds gebruik, gaan die koste op). Dit is 'n ekstra koste bo-op die koste van krag opwekking. Medupi en Kusile steenkool kragstasies kos R32 per Watt (R306.4B vir 9564MW). Hernubare energie kos R90.9 per Watt (R195B vir 2145MW). Elektriese sonpanele (PV) word deur kleinhandelaars verkoop teen so laag as R7.5 per Watt (R2177 vir 305 Watt), sonder installasie.
Woensdag 8 Maart 2017
Op die internet
Regular Humans Have Been Taught to Double Their Memory Capacity in 40 Days - Science Alert.
16 Reasons Why You Shouldn’t Live In California - The Economic Collapse.
Why Commodities Could Be On The Verge Of A Massive Surge - Talk Markets.
Q1 GDP At Risk As Wholesale Inventories Tumble Most In A Year - Zero Hedge. Die VSA aandeel markte se positiewe verwagtings van Trump verskil totaal van die beleid wat hy wil deurvoer. Invoer beperkings is negatief vir die ekonomie. Dit maak nie saak wie belasting betaal nie. Wat van belang is die doeltreffenheid van regerings uitgawes.
Op die internet - Suid Afrika
New streaming service iFlix coming to South Africa - Mybroadband. Boomerang – new $5-per-month video streaming service - Mybroadband.
SA government workers still getting paid two years after suspension - BusinessTech.
Eskom takes DA to court over defamatory remarks - Fin24. Brown slates Eskom's ad, sponsorship spend - Fin24.
Prasa board dissolved with immediate effect - Fin24. PRASA = "Passenger Rail Agency".
Suid Afrika aandele
Die JSE het -0.15% laer gesluit. Die Rand/$ is swakker op R13.07. Brent olie is af na $55.33. Die goudprys is af na $1209.39.
Groot stygings: Exxaro +3.9% na R114.00, Delprop +3.1% na R8.66, Alviva +3.1% na R21.18, Medclin +2.4% na R117.11, Richemont +2.0% na R98.63.
Groot dalings: Truworths -6.9% na R84.25, Merafe -5.8% na R1.78, Assore -5.7% na R256.00, Emira -4.1% na R14.50, Woolies -3.9% na R69.66, FortressA -3.6% na R17.01, Tigerbrands -3.3% na R409.35, TFG -3.2% na R159.25.
Exxaro wil hulle aandeel in Tronox verkoop.
Ascendis Health (ASC) se inkomste vir die 6m tot Des was +66% hoër (inkomste per aandeel +8.5% hoër), en wVPA -15% laer na 41.39c, of genormaliseerd +34% hoër na 74.89c. As laasgenoemde herhaal is die prys/verdienste R21.00/~2x74.89c ~ 14. Inkomste is nou 57% van Suid Afrika, en 29% van Europa. Ascendis CEO reveals health firm's cocktail for success - Fin24.
Pinnacle (PNC) word Alviva Holdings Limited (AVV).
Medical schemes not at rock bottom, yet – CMS - Moneyweb. "Registered medical schemes incurred a net healthcare deficit of R4.3 billion by the end of September 2016". Die koste van lidmaatskap lyk baie meer as mediese koste. Gesinne betaal nie in verhouding meer nie, wat beteken dat hulle gesubsidieer word deur enkel lede, terwyl mense deur werkgewers verplig word om 'n lid te wees.
Op die internet - Suid Afrika
‘Retirement crisis could get worse’ - Moneyweb.
N2 Wild Coast project to start in the next six months - Sanral - Fin24. Goeie idee. 'n Mens wil so vinnig as moontlik deur die streek beweeg.
Dinsdag 7 Maart 2017
Op die internet - Suid Afrika
Q4 GDP contracts by 0.3% - Moneyweb. As inflasie 3% hoër is as wat die regering beweer, het die ekonomie -3.3% gekrimp, weens stygende belasting, en vakbond loon eise.
Court bans Malema from making land grab claims - BusinessTech.
Suid Afrika aandele
Die JSE het -0.23% laer gesluit. Die Rand/$ is sterker op R12.98. Brent olie is op na $56.45. Die goudprys is af na $1218.17.
Groot stygings: Telkom +3.2% na R70.40, Pinnacle +3.1% na R21.28, Barworld +2.1% na R123.68.
Groot dalings: DRDGold -6.8% na R5.92, Harmony -4.1% na R28.00, GFields -3.4% na R40.10, Northam -3.3% na R51.01, Fambrands -3.1% na R148.75, PicknPay -2.8% na R70.50, AngGold -2.6% na R131.57, Steinhoff -2.5% na R62.91.
Allied Electronics (AEL, AEN) verwag vir die jaar tot Feb 'n wVPA van ten minste 50c.
African Rainbow Minerals (ARI) verwag vir die 6m tot Des 'n wVPA van 867c tot 903c. As dit herhaal sal die prys/verdienste R100.89/~2xR8.85 ~ 5.7 wees.
AdvTech (ADH) verwag vir die jaar 2016 'n wVPA van 69.6c tot 72.4c, +37% tot +42% hoër. Dan sal die prys/verdienste rondom R17.99/~71c ~ 25 wees.
Remgro (REM) verwag vir die 6m tot Des 'n wVPA van 852.3c tot 887.5c, +21% tot +26% hoër, hoofsaaklik weens 'n billike waarde verstelling.
Merafe Resources (MRF) se inkomste vir die jaar 2016 was +29% hoër, en vwVPA 21.2c, +53% hoër. As die tweede helfte herhaal sal die prys/verdienste R1.87/~2x18.9c ~ 4.9 wees. Die prys/verkope is R1.87/R2.27 = 0.82. Die dividend opbrengs is (0.8c+4.0c)/R1.87 -20% = 2.1%. Die aandeel prys het 'n kortstondige piek bereik van R4.20 in 2008, en die res van die dekade onder R2.00 verhandel – Big Charts.
SA’s third bourse has six listings in pipeline - BusinessLive.
Op die internet
Citi sees seven signs why the sharemarket rally won't last - SMH. VSA ekonomiese groei was tot nou weens hoë groei in skuld.
Germany’s Misunderstood Trade Surplus - Prject Syndicate. Duitsland het 'n handels oorskot weens kapitaal uitvloei. Dalk leen hulle geld aan ander Europese lande wat alreeds baie skuld het (sleg), of belê dit in VSA aandeel markte.
Maandag 6 Maart 2017
Op die internet
A Third Of All U.S. Shopping Malls Are Projected To Close As ‘Space Available’ Signs Go Up All Over America - The Economic Collapse.
The Second Dumbest Kind Of Money Is Pouring Into Stocks - "With A Vengeance" - Zero hedge.
General Motors sells its European business for $2.3 billion - The Verge.
Opinion: How the ‘Trump Slump’ is ruining tourism — America’s most successful export - Market Watch.
JSE aandele
Die JSE het -0.41% laer gesluit. Die Rand/$ is sterker op R13.00. Brent olie is op na $55.84. Die goudprys is op na $1230.05.
Groot stygings: JSE +3.3% na R150.83, South32 +2.4% na R27.32, Dis-chem +2.1% na R23.66, Clicks +2.0% na R133.64.
Groot dalings: Kumba -4.3% na R196.89, Northam -4.0% na R52.75, Amplats -3.6% na R290.44, Glencore -3.3% na R52.24, Amglo -3.2% na R196.84 (R497M), MTN -2.9% na R120.68, BHP Bill -2.0% na R212.78.
Capitec Bank (CPI) verwag vir die jaar tot Feb 'n wesens VPA van 3233c tot 3317c, 16% tot 19% hoër.
Texton (TEX) se uitkering van 47.95c vir die 6m tot Des is laer as laasjaar se 51.52c, of hoër as die hergebaseerde 44.83c. Groei van +3.0% tot +6.0% word vir die jaar tot Junie 2017 verwag.
AVI (AVI) se inkomste vir die 6m tot Des was +11.6% hoër, en die vwVPA +8% hoër na 300.4c. Die prys/verdienste is nou R99.00/(181.2c+300.4c) = 21. Die jaar se dividend opbrengs is (220c+162c)/R99.00 -20% = 3.1%.
Iron ore prices could fall as much as 30 per cent in the second half of 2017 - SMH.
Op die internet - Suid Afrika
City of Joburg uncovers R7.5 million in fraud and corruption - BusinessTech.
Sondag 5 Maart 2017
Op die internet
The first investor in Snapchat explains how Alexa could replace TV for a lot of people - CNBC. (Amazon Alexa - Wikipedia). Party kykers is te lui om programme te soek. Hulle sal eerder net wil sit en TV kyk. Satelliet uitsaaiers verloor waarskynlik kykers omdat pakkette nie verdeel word volgens onderwerp nie. Koerante en tydskrifte het ook nie hulle formaat verander om met die internet mee te ding nie.
Op die internet - Suid Afrika
Volgens Gautrain Integrated Annual Report was Gautrain 2015/16 inkomste R362M, en uitgawes -R1537M (bladsy 114). Wanneer 'n finansieële verslag begin met wie die bestuur is, sosio-ekonomiese voordele, en hoeveel swartes en vroue betrokke is, kan 'n mens maar weet wins is nie 'n doelwit nie. Wie betaal? "The Provincial Contribution was shared between the Province and the National Department of Transport in approximately equal parts".
Davis puzzled by low corporate taxes - Fin24. Die klem in die media behoort te wees op regerings uitgawes. Kiesers gebruik die regering as 'n kontant masjien. Die primêre funksie van regering is om orde te handhaaf.
SARS at risk of imploding - Fin24.
JSE aandele
MTN a takeover target - Mybroadband.
Saterdag 4 Maart 2017
Op die internet
Crash course: what the Great Depression reveals about our future - The Guardian. Die antwoord is om geld te druk, om inflasie te skep.
Stop! This is NOT like the dot-com bubble... it’s much worse, according to this chart - MarketWatch.
This Is The Only Chart Americans Should Be Worrying About Right Now - Zero Hedge.
Malls are digging their own graves by helping Amazon - Business Insider UK.
The Emigrants - Harpers Magazine. "From a letter written in 1905 by Friedrich Trump, Donald Trump’s grandfather, to Luitpold, prince regent of Bavaria."
The richest people in the world want this passport (clue: it’s European) - MarketWatch.
This House Was 3D-Printed In Under 24 Hours At A Cost Of Just $10,000 - Zero Hedge.
Florida's Government Built A Train - And It Didn't Go Well - Zero Hedge.
British University Bans All "Politically Incorrect" Words: Here's The List... - Zero Hedge.
Even More Evidence Has Linked Parkinson's Disease to Our Gut Bacteria - Science Alert.
Scientists Want to Build a Super-Fast, Self-Replicating Computer That "Grows as It Computes" - Science Alert.
Op die internet - Suid Afrika
The most incredible routes to drive in South Africa - BusinessTech.
Vrydag 3 Maart 2017
Op die internet
Five things all investors should know about equity analysts - Financial Post.
America’s Bad Border Tax - Project Syndicate. Beide invoer tariewe en uitvoer aansporings neig om 'n land se geld eenheid te versterk, wat die maatstawwe teenwerk. As invoere afneem en uitvoere toeneem sal die dollar versterk.
Economic Dissonance, Too - Talk Markets.
How I Traded 4+Million Dollars And Never Lost More Than 0.5% - Talk Markets.
Global Trade And Capital Imbalances - Talk Markets. "China’s contribution to global capital flows and how capital flows from emerging markets were financing the United States". China het in 2014 net 7.1% van VSA skuld gehou. 'n Groter bydrae tot VSA ekonomiese groei is China en Mexiko se goedkoop arbeid. Trump se invoer heffing en militêre uitgawes sal negatief wees vir groei.
True Cognitive Dissonance - Talk Markets. "The Bank of Japan stands out for its incompetence even among the cohort of central banks".
Toronto’s million-dollar house contagion has now officially spread to the suburbs - Financial Post.
Op die internet - Suid Afrika
Zuma’s ‘populist’ drive takes shape; black banks, ‘pre-colonial’ land audits - BizNews. "The Department of Agriculture, Forestry and Fisheries continues to support food production by women in rural areas and other subsistence farmers through the programme called Fetsa Tlala or Xoshindlala that we launched a few years ago." Die boere sal waarskynlik meer belasting betaler geld ontvang as wat hulle produseer, buiten die ander regerings voordele wat hulle kry. Die VSA se boere dra net 1% by tot die ekonomie. Vir die swart bevolking, wat vandag 50 keer groter as in 1836, om terug te keer na landbou is feitlik onmoontlik.
JSE aandele
Die JSE het -0.36% laer gesluit. Die Rand/$ is dieselfde R13.09. Brent olie is dieselfde $55.42. Die goudprys is af na $1227.11. Die yster erts prys is $88.56, teenoor $87.41 'n week gelede.
Groot stygings: AdapIt +7.1% na R13.10, Hulamin +4.3% na R6.77, Nedbank +3.3% na R260.39 (R508M), PicknPay +3.0% na R72.63, Rockcastle +2.5% na R33.72, Hyprop +2.0% na R127.90.
Groot dalings: Harmony -6.5% na R30.07, Amplats -4.0% na R301.20, ARM -4.0% na R99.91, Kumba -3.9% na R205.73, AngGold -3.3% na R136.80 (R336M), Sibanye -3.0% na R25.16, Implats -3.0% na R42.35.
Hyprop (HYP) se 6m dividend van 347.3c (+16% styging) is 'n jaar ekwivalente opbrengs van 2x347.3c/R127.03 = 5.5%. Groei van +12% word vir die jaar tot Junie 2017 verwag.
Foresight Solar Fund Limited (FGS) beplan om 3 April 2017 op die JSE te verhandel, 'n sekondêre notering na Londen (FSFL). Die aanbod prys is die netto bate waarde van 105.6p.
Up to R1,3bn for new Pinnacle acquisitions - TechCentral.
Donderdag 2 Maart 2017
JSE aandele
Die JSE het +0.41% hoër gesluit. Die Rand/$ is swakker op R13.10. Brent olie is af na $55.49. Die goudprys is af na $1241.11. Baie groot verhandeling in MTN, Standard Bank en Steinhoff. Die resultate het nie die groot bewegings regverdig nie.
Groot stygings: Jubilee +41% na R1.06 (R12M), MTN +8.3% na R126.75 (R2538M), Standard +6.5% na R155.95 (R1278M), Lewis +4.8% na R45.08, South 32 +4.5% na R27.15, RMIH +4.3% na R41.77 (R254M), BlueTel +3.8% na R19.34, EOH +3.5% na R147.79.
Groot dalings: Lonmin -5.9% na R17.70, Steinhoff -3.9% na R66.20 (R1158M), Kumba -3.7% na R213.96, Aspen -2.3% na -2.3% na R275.25 (R652M).
Pinnacle (PNC) se inkomste vir die 6m tot Des was +47% hoër, en vwVPA +13% hoër na 106.1c, of kern +17% hoër na 110.2c. Die prys/verdienste is R20.60/209.8c = 9.8.
Exxaro Resources (EXX) verwag vir 2016 'n wVPA van 1173c tot 1365c, teenoor 457c in 2015 (en 2069c in 2011). Dan is die prys/verdienste rondom R115.00/~R12.69 ~ 9.1.
Anheuser-Busch InBev (ANH) se inkomste vir 2016 was -3.3% laer of +4.4% hoër as 2015, en VPA $0.72 teenoor $5.05 in 2015, of genormaliseerd $2.83 teenoor $5.20 in 2015, of vwVPA $0.57 teenoor $4.78 in 2015. Genormaliseerde prys/verdienste is R1405.00/($2.83 x R13) ~ 38. Die prys/verkope is R1405/($23.43 x R13) ~ 4.6.
Mpact (MPT) se inkomste vir 2016 was +5.8% hoër, en vwVPA -33% laer na 241.4c. Die prys/verdienste is R30.20/R2.414 = 12.5. Die dividend opbrengs is (30c+65c)/R30.20 -20% = 2.5%.
Grindrod (GND) se inkomste vir die jaar 2016 was -12% laer, en vwVPA 'n verlies van -61.2c, teenoor 'n wins van 74.1c in 2015. Die prys/verkope is R13.90/R12.0 = 1.2.
Standard bank (SBK) se totale inkomste vir 2016 was +5.3% hoër, en wVPA +3.7% hoër na 1440c. Die prys/verdienste is R146.38/R14.40 = 10.2. Die jaar se dividend opbrengs is (340c+440c)/R146.38 -20% = 4.3%.
Santam (SNT) se bruto geskrewe premiums vir 2016 was +6.5% hoër, en vwVA -41% laer na 1075c (-52% na 447c vir die 2de helfte). As die 2de helfte herhaal, sal die prys/verdienste R243.00/~2x447c = 27 wees. Die dividend opbrengs sonder die spesiale dividend is (311c+570c)/R243.00 -20% = 2.9%.
MMI (MMI) se netto versekering premies vir die 6m tot Des was -0.5% laer, netto inkomste was -37% laer, en vwVPA -29% laer na 64c, of kern -5% laer na 99.6c. Die prys/verdienste is R24.58/(42.2c+64c) = 23, of kern R24.58/(95.2c+99.6c) = 12.6. Die dividend opbrengs is (92c+65c)/R24.58 -20% = 5.1%.
MTN (MTN) se inkomste vir die jaar 2016 was +0.5% hoër, en verdunde wesens verlies per aandeel -77c, waarvan -500c weens die Nigeriese boete. Die prys/verkope is R117.01/R82.3 = 1.42. Die dividend opbrengs is (250c+450c)/R117.01 -20% = 4.8%.
One chart shows the death of the gold mining industry in South Africa - Business Insider UK. En die land maak omtrent geen wins op die goud nie. Dit word weggegee teen kosprys.
Op die internet - Suid Afrika
Half of South Africa’s commercial development is in Sandton right now – here are 10 stunning projects underway - Businesstech. Dit is bloot 'n verskuiwing van Johannesburg se besigheids sentrum weens die verval daar.
Cape's top two water wasters say City to blame - IOL. "A pensioner, who lives at the property, blamed their high bill on a burst water pipe last month".
Tax revenue shortfall could be even higher than R30bn - expert - Fin24. Ekonomiese groei lyk onwaarskynlik, tensy die mense wat staatshulp kry besluit om verniet te werk.
Op die internet
Vancouver home sales plunge more than 40%, as new listings drop to 14-year low - Financial Post.
Losing a fortune often comes down to one thing: family - The Record.
Woensdag 1 Maart 2017
JSE aandele
Die JSE het +1.05% hoër gesluit. Die Rand/$ is dieselfde op R13.04. Brent olie is op na $56.87. Die goudprys is af na $1244.01.
Groot stygings: South32 +5.8% na R25.99, Exxaro +4.2% na R112.40 (R407M), BHP Bill +3.9% na R217.02 (R587M), Glencore +3.8% na R54.10, Kumba +3.6% na R222.15, Anglo +3.2% na R210.14.
Groot dalings: JSE -7.2% na R151.05 (R181M), Implats -3.5% na R42.48, Advtech -3.0% na R18.41, Curro -2.9% na R47.55, MTN -2.3% na R117.01 (R708M).
Aspen (APN) verwag vir die 6m tot Des 'n wesens VPA van 624.0c tot 657.5c, +49% tot +57% hoër as die vorige jaar se 418.8c, of genormaliseerd +3% tot +8% hoër na 675.2c tot 707.9c.
Grindrod (GND) verwag vir die jaar 2016 'n verlies per aandeel van -254c. Die wesens verlies was R455M tot R465M.
Growthpoint Properties (GRT) se huur uitkering vir die 6m tot Des was +6.1% hoër na 95c. Dit gee 'n jaar opbrengs van (94.3c+95c)/2643c = 7.2%. Soortgelyke groei word tot Jun 2017 verwag.
Clover (CLR) se inkomste vir die 6m tot Des was +2.1% hoër, en vwVPA -13.9% laer na 98.3c. Die 12m dividende is 40.94c + 24.21c.
Op die internet - Suid Afrika
SABC writes off 1 million TV licences: report - BusinessTech. "... has written off almost R18 billion in outstanding SABC TV licence fees". 'n SAUK lisensie is nodig om 'n TV te koop. Baie TVs word gesteel.
Unilever to be charged for cartel activity - Fin24.
South Africa’s real house prices are massively off peak highs - BusinessTech. Een gevolg van stygende belasting is minder geld vir die salaris trekkers wat hulle eie huise koop. Jare gelede onder die Nasionale Party kon staats werkers nie 'n huis bekostig nie, terwyl armes staats-behuising gekry het.
Cape Town is looking at “water shedding” – here’s how much more you will be paying - BusinessTech.
These are the new routes planned for the next phase of the Gautrain - BusinessTech.
Eskom acting CEO weighs in on Tshwane coal truck protest - Fin24.
YouTube launches live TV streaming service - Mybroadband.
Cell C hits back at Telkom with new plans - Techcentral.
Op die internet
The Stock Market Hasn't Been This Exuberant in 30 Years - The Fiscal Times.
Stockman: "Trump Will Create A Debt Crisis Like Never Before" - Zero Hedge.
Computing exponentially faster using DNA - NextBigFuture.
Ouer webjoernaal
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Kopiereg @2017