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Woensdag 31 Mei 2017

Suid Afrika aandele

Die JSE het -1.1% laer gesluit. Die Rand/$ is effe swakker op R13.19. Die goudprys is R1267.07 x R13.19 = R16,713 (gister $1263.10 x R13.13 = R16,585). Die platinum prys is $944 x R13.19 = R12,451 (gister R939 x R13.13 = R12,329). Die yster erts prys is af na $54.70 volgens een webwerf.

Groot stygings: City Lodge +5.2% na R149.00, Pan-Af +4.2% na R2.75, Northam +3.6% na R43.98, Metair +3.0% na R20.50.

Groot dalings: Nampak -6.2% na R20.50 (R210M), B-Africa -4.8% na R139.00 (R759M), Redefine -3.9% na R10.55, Stanbank -3.6% na R146.54 (R1016M), Naspers -3.0% na R2715.56 (Tencent -2.6%).

Barclays PLC verkoop 22% van sy aandele in Barclays Africa. Public Investment Corporation (PIC) koop 7% van alle aandele.

Spar (SPP) se inkomste vir die 6m tot Maart was +13.9% hoër, en vwVPA +6.7% hoër na 471.9c, of genormaliseerd -11.7% laer na 445.1c (klaarblyklike 190c koste op koop van korporatiewe winkels). Die prys/verdienste is R176.90/(528.7c+445.1c) = 18.2. Die dividend opbrengs is (410c+240c)/R176.90 -20% = 2.9%. Suid Afrika was 69% van die inkomste, en 88% van die wins voor belasting.

Nicolau resigns as Basil Read CEO - Engineering News. Miskien kan hulle nou iemand kry wat 'n wins kan maak.

Glut, Chinese gamblers fuel iron ore's biggest rout in a year - Reuters.

De Beers taking Minerals Minister to court over bewildering diamond export obfuscation - Mining Weekly.

Op die internet

This Is What the Demise of Oil Looks Like - Bloomberg.

The Greatest Financial Bubble In History (China) - Zero Hedge. China's debt problem - Reuters. Baie lande kom aan die einde van ekonomiese groei deur skuld.

YouGov analysis predicts Corbyn will wipe out May's majority - Business Insider UK.

The UK Home Office is about to start charging foreigners £5.48 to send a single email to its visa service - Business Insider UK.

The return of 190,000 retired expats after Brexit could cost the NHS £1 billion - Business Insider UK.

Whirlpool to request import barriers on washing machines - MarketWatch. Al die invoer beperkings gaan die dollar versterk en uitvoere verswak.

Trevor Noah Remembers the Terrible Day His Abusive Stepfather Shot His Mother in the Head - People. Nog 'n bekende Suid Afrikaner in die VSA wie ouers in 'n skietery was, nes Charlize Theron. Candice Swanepoel Makes a Thong-Clad Return to Victoria's Secret Just 8 Months After Giving Birth - People.

'Property Brothers' deny 'Fixer Upper' feud: 'We're one big family' - Fox News. Huis opknap mededinging soos "Brother vs Brother" is nie aantreklik nie.

World’s first commercial carbon-sucking plant goes live in Zurich - Inhabitat.

Sorry Siri - You're The Dumbest "Smart" Assistant Out There - Zero Hedge.

Tobacco is even worse for you (and the planet) than most people thought - Market Watch.

Op die internet - Suid Afrika

Ministers ask Public Protector to investigate Treasury and banking sector - Engineering News.

MTN network in Western Cape, HOT or NOT? - Fin24.

Ethiopia shut down the country’s internet to beat exam cheats - Quartz.

Cape Town residents limited to 100 litres per person - TimesLive. Die DA en ANC neem SA terug na die steentydperk. As jy die bi! bolle in die veld vind, kan jy skraapsels daarvan in jou hand druk totdat die sap uitkom (San). “We need a new relationship with water. The days of plentiful water supply in Cape Town are over,” said De Lille. Wat ons nodig het is 'n nuwe politieke party wat weet dat water verskaffing in 'n beskawing een van die primêre funksies van 'n munisipaliteit is. Dit dateer terug na die Romeinse tyd, tweeduisend jaar gelede.

Dinsdag 30 Mei 2017

Op die internet

Opinion: How globalization sunk many Americans deeper in debt - Market Watch. "So they borrowed to make ends meet."

Dear Fed, It’s Not “Really Hard to Spot Bubbles” - Wolf Street.

Even as Wind Power Rises, It Falls Under a Political Cloud - NY Times. "Wind farms, with their rapid geographic spread and technological advances, are reshaping the electric system, defying skepticism that they are steady or reliable enough to displace conventional power plants". Dit is baie moeilik om 'n grafiek te kry van windplase se uitset teenoor tyd, omdat verskaffers nie wil wys hoe wisselvallig dit is nie. Hier is een poging: Wind Blowing Nowhere - Euan Matters. Elke keer as 'n windplaas se uitset val moet die elektrisiteit van ander bronne kom.

Supreme Court to Lexmark: You Can’t Lock Ink Cartridges to Stop Refills - Extreme Tech.

Op Twitter: Donald J. Trump @realDonaldTrump: "We have a MASSIVE trade deficit with Germany, plus they pay FAR LESS than they should on NATO & military. Very bad for U.S. This will change".

Weereens, al manier om die handel in balans te bring, is om die kapitaal invloei te stop. Die VSA het 'n handels tekort weens 'n netto invloei van kapitaal soos onder getoon vir die derde kwartaal van 2016 (Bureau of Economic Analysis):



Van 26 Mei 2017: Does NATO Really Owe the US Money? - The Fiscal Times.

Op Twitter: Steffen @TVMaury: "When the Nordic prime ministers are openly mocking #PresidentTrump and the #Saudis": prent (prent - Daily Mail).

Op die internet - Suid Afrika

It's official! SA Rugby makes RWC 2023 bid - Sport24. "We bid for the 2011, 2015 and 2019 tournaments and here we are again for 2023". How 2023 World Cup vote works - SA Rugby Mag. Die formaat is belaglik. Brittanje (Engeland, Wallis, Skotland) het 9 stemme. Lande sal waarskynlik vir die naaste ligging stem. Dus saam met Italië 3 stemme, Noord Amerika 2 stemme, Europa 2 stemme, Kanada 1 stem, VSA 1 stem, Georgië 1 stem, en Roemenië 1 stem is dit 20 stemme. Dit is duidelik uit vorige wêreldbekers (Wikipedia) dat Europese lande saamspan. Die 1991 wêreldbeker was in Frankryk, Engeland, Wallis, Skotland en Ierland gespeel. In 1999 was dit Wallis, Engeland, Frankryk, Skotland en Ierland. In 2007 was dit Frankryk, Wallis, en Skotland. In 2015 was dit Engeland en Wallis.

DA opens criminal case against Zuma, 11 others - Engineering News.

Massive increase in the number of Joburgers moving to Cape Town - BusinessTech.

No clear sign of drought-ending winter rain for the Cape - TimesLive.

How the DA would spend your money if it had control of the budget - BusinessTech. R10.8B op die ANC se begrote uitgawes vir 2017/18 van R1563.1B is 0.69%. Dit sal geen verskil maak nie. Die DA kan nie hulle kostes beheer in die Weskaap nie.

Public Investment Corporation – is it really independent? - Moneyweb. "It owns more than half the bonds of dysfunctional state-owned companies …"

CPS made R1-billion profit paying social grants - Mail & Guardian.

Suid Afrika aandele

Die JSE het +0.40% hoër gesluit. Die Rand/$ is swakker op R13.13. Die goudprys is $1263.10 x R13.13 = R16,585 (gister $1267.43 x R12.97 = R16,439). Die platinum prys is R939 x R13.13 = R12,329 (gister $955 x R12.97 = R12,386).

Groot stygings: Nampak +15% na R21.85 (R149M), Sereit +8.6% na R18.15, Zeder +5.3% na R7.16, Sirius +4.4% na R9.60, Mr Price +4.2% na R152.39 (R983M).

Groot dalings: Sibanye -3.6% na R16.22 (R166M), Amplats -3.2% na R284.07.

Nampak (NPK) se inkomste vir die 6m tot Maart was -1% laer, en vwVPA +8% hoër na 112.8c. Geen dividend sedert 2015.

Alexander Forbes (AFH) verwag vir die jaar tot Maart dat wesens VPA 52.2c tot 55.2c sal wees, -5% tot -10% laer. Lae handel.

Aspen (APN) berig dat die Democratic Alliance hulle teen-mededinging bewerings teruggetrek het.

Reunert (RLO) se inkomste vir die 6m tot Maart was +10% hoër, en vwVPA +1.5% hoër, of genormaliseerd +9.1% hoër na 289c, of herverklaar +3.6%. Die prys/verdienste is R71.12/(377c+289c) = 10.7. Die dividend opbrengs is (326c+120c)/R71.12 -20% = 5.0%.

Mr Price (MRP) se inkomste vir die jaar tot Maart was -1.2% laer, en vwVPA -12.3% laer na 887.9c. Die prys/verdienste is R146.19/887.9c = 16.5. Die dividend opbrengs is (228.2c+438.8c)/R146.19 -20% = 3.7%. Verkoops inflasie was +10.7%, en eenheids verkope was -10.7% laer. Kontant verkope was 83.3% van die totaal.

Op Twitter: Small Talk Daily @SmallTalkDaily: "Them Starbucks 'Nespresso' pods are great. But Taste sell them here for R95. The UK price (I was there 3wks ago) is R50 for the same 10 pod". Starbucks® Guatemala Antigua Espresso Capsules - Starbucks UK: £5.90 (R99.6) vir 20. Starbucks Launches New Espresso Coffee Capsules in SA - MenStuff: R95 vir 10. Woolworths se Breakfast Filter Blend Ground Coffee 500g werk uit op R95 vir omtrent 100 koppies.

Maandag 29 Mei 2017

Op die internet

5 Highly Respected Financial Experts That Are Warning That A Market Crash Is Imminent - The Economic Collapse.

Abandon All (Growth) Hope Here - Talk Markets. "The economic policies of the U.S. government and the Federal Reserve have not helped support economic growth since the 2008 banking crisis. Period. What they have done however is support economic activity". Lande met geen of baie lae ekonomiese groei word gekenmerk deur hoë regerings uitgawes wat onproduktief is. Die groei in regering skuld is 'n teken van 'n regering wat te veel spandeer.

Time To Add Housing To The Bubble List? - Talk Markets.

"How Does This Ever End?" An Interview With Lacy Hunt - Zero Hedge. "what it shows is that an indebtedness problem cannot be solved by taking on additional debt".

We Now Have The First Evidence That Immune Cells in The Skin Directly Trigger Hair Growth - Science Alert.

Op Twitter: Small Talk Daily @SmallTalkDaily: I know its photoshopped but the analogy is so apt as the 'orange one' is such a toddler on the world stage & all he has to offer is tantrums: prent

Hyundai’s upcoming all-electric long-range SUV to reportedly start at ~$39,000 - Electrek.

'We are not amused': Belgian monarchy angered by Burger King - Reuters.

Goldman Sachs Accused of “Aiding and Abetting” Venezuela’s “Dictatorial Regime” - Wolf Street. Daar is ook leners en besighede wat Mugabe vir dekades aan bewind gehou het. Venezuelan opposition threatens country won't pay Goldman Sachs' $2.8 billion bond deal - CNBC.

US notifies world of possible ‘safeguard’ tariffs on imported solar cells, effective last week - Electrek.

How Will We Pay the $6 Trillion Bill for the Wars in Iraq and Afghanistan? - The Fiscal Times.

Suid Afrika aandele

Die JSE het -0.10% laer gesluit. Die Rand/$ is swakker op R12.97. Die goudprys is $1267.43 x R12.97 = R16,439 (Vrydag $1268.01 x R12.87 = R16,319). Die platinum prys is $955 x R12.97 = R12,386 (Vrydag $958 x R12.87 = R12,329).

Groot stygings: Foshini +2.8% na R136.98, Tongaat +2.2% na R118.00.

Groot dalings: Taste -7.7% na R1.80 (R0.2M) Clover -6.3% na R16.35, Sibanye -3.9% na R16.82, Harmony -3.0% na R27.11.

Clover (CLR) verwag vir die jaar tot Junie 'n wVPA van 66.12c tot 94.42c, -50% tot -65% laer weens droogte.

Taste Holdings (TAS) se inkomste vir die jaar tot Feb was +3% hoër, en vwVPA 'n verlies van -24.4c, of kern +10.1c.

Delta Property Fund (DLT) se 6m uitkering gee 'n jaar opbrengs van (45.93057c+51.30719c)/R8.60 = 11.3%. Die maatskappy verwag dat verdienste dieselfde gaan bly vir 2018.

Tongaat Hulett (TON) se inkomste vir die jaar tot Maart was +7.4% hoër (71.2% van suiker, 23% stysel, 5.5% van land), en vwVPA +45% hoër. Die prys/verdienste is R116.91/852.7c = 13.7. Die dividend opbrengs is (100c+200c)/R116.91 -20% = 2.1%.

Famous Brands (FBR) se inkomste vir die jaar tot Feb was +33% hoër, en die vwVPA -21% laer na 426c, of sonder die eenmalige items gelys 16 Mei +2.2% hoër na 552c. Laasgenoemde gee 'n prys/verdienste van R124.30/~552c = 23. Geen tussen of finale dividend. Van die totale inkomste was: SA 13.7%, logistiek 59%, vervaardiging 40%.

Op die internet - Suid Afrika

Defiant Zuma crushes dissent at ANC NEC meeting, threatens his detractors - Biznews. Dit lyk of die NEC meestal werknemers van die president is, en sal dus nie teen hom stem nie. Die media hou aan verwag dat onderdane teen hulle meester sal stem. Die politieke stelsel is fundamenteel gebrekkig omdat parlementslede deur die party leier aangestel word, en daar is geen party wat enige inisiatief toon om dit te verander nie.

Sondag 28 Mei 2017

Op die internet

Citi: "We Have Only Seen This Market Anomaly Twice Before: In 1999 And 2006" - Zero Hedge.

Wild Amazon faces destruction as Brazil’s farmers and loggers target national park - The Guardian.

First stone laid on the European Extremely Large Telescope - NewAtlas. "Its main mirror is 39 m (128 ft) in diameter, dwarfing other telescopes that are vying for the title, including the Giant Magellan Telescope, which contains seven mirrors for a combined 25.4 m (82 ft), and the Thirty Meter Telescope, with a segmented mirror of – you guessed it – 30 m (98 ft)". Die teleskoop by Sutherland is 10m. List of largest optical reflecting telescopes - Wikipedia.

9 of the Oddest Moments from Trump’s First Foreign Trip - The Fiscal Times.

Op die internet - Suid Afrika

Gordhan warns that inequality could lead to revolt - Fin24. Die opstand het al lankal plaasgevind met die ANC se aanval teen apartheid. Nou vind herverspreiding plaas deur staats voordele, swart ekonomie bemagting, regstellende aksie, regering korrupsie, en misdaad. Dit is alles afhanklik van 'n ekonomie wat die blankes geskep het, en wat besig is om te krimp. Teen wie gaan die swartes nou in opstand kom?

Saterdag 27 Mei 2017

Op die internet

Trump lands in US, ending first overseas trip as president - Washington Examiner. Sal hy weer deur ander lande ontvang word?

...And Now For The Bad News - Zero Hedge. "All of their fancy programs and benefits had become too ingrained in society at that point; and any cut would have proven politically disastrous". Die gewone oplossing is geld skepping, wat armes verarm. Dit is dieselfde mense wat die regering in stem wat vir hulle die meeste voordele bied. Hulle eindig armer omdat hulle voordele gekry het waarvoor hulle nie gewerk het nie. Mense kan nie meer uit die ekonomie neem as wat hulle insit nie.

Carson Block Says "Laws Of Economics" Dictate China Will Face "Day Of Reckoning" - Zero Hedge. China has a huge debt problem. How bad is it? - CNN. "Corporate debt in China soared to around 170% of GDP in 2016, roughly double the average of other economies". China druk alreeds baie geld. Ander lande moet nog. Eiendom borrels word dikwels weggewerk deur die prys van alle ander produkte te verhoog. Huis pryse gaan sywaarts totdat salarisse opgevang het deur inflasie.

Iran's Shockingly Honest Reaction To Trump's Visit To Saudi Arabia - Zero Hedge.

Memo to the Prez: Germans Already Build Cars Here - Extreme Tech.

Nobody wants to buy this Connecticut ghost town that's on sale for $1.95 million - Business Insider UK.

Op die internet - Suid Afrika

Selling your primary residence? - Moneyweb. "You may be liable for capital gains tax". Belasting is net betaalbaar wanneer 'n bate verkoop word. Huise behoort gehou te word solank die waarde behoue bly.

Vrydag 26 Mei 2017

Suid Afrika aandele

Die JSE het -0.06% laer gesluit (dit het opskiet teen die einde). Die Rand/$ is dieselfde R12.87. Die goudprys is $1268.01 x R12.87 = R16,319 (gister $1256.54 x R12.85 = R16,146). Die platinum prys is $958 x R12.87 = R12,329 (gister $955 x R12.85 = R12,272).

Groot stygings: Massmart +4.1% na R115.50, BlueTel +3.5% na R16.10, Rhodes +2.9% na R22.95, Dis-chem +2.8% na R27.95, Shoprite +2.5% na R211.12 (R576M).

Groot dalings: Exxaro -5.1% na R101.06 (R366M) (al SENS was gister oor resolusies by die algemene jaar vergadering), Northam -3.1% na R43.10, Sibanye -2.8% na R17.51, ARM -2.6% na R82.57.

Brait (BAT) verwag 'n netto bate waarde per aandeel van R77.00 tot R79.00 (€5.37 tot €5.52) vir einde Maart, teenoor R82.46 einde Des.

Implats (IMP) bied twee onversekerde omskepbare effekte van ZAR3250M en $250M verskuldig 2022, om effekte wat in 2018 verval van R2672M en $200M te vervang.

Op die internet

Demolishing the link between CO2 and climate - Ice Age Now. "the satellites show that the major factor in determining the atmospheric concentrations of CO2 is the temperature and not human emissions". Hoe hoër die temperatuur, hoe meer koolsuurgas weens natuurlike faktore.

During a hospital stay, all microbial hell breaks loose on you and the walls - ArsTechnica.

NASA Releases Stunning First Science Results from Jupiter Probe Juno - ExtremeTech. NASA's Juno Spacecraft Just Shattered What We Knew About Jupiter - Science Alert.

New bug allows websites to crash Windows 7 or Windows 8 PCs - The Verge.

It’ll take millennials 24 years to save up for a down payment on a Bay Area condo - Moneyish.

Is Your Cost Of Living Rising? Why The Elites Aren't Worried About Inflation - Zero Hedge. Dit bevestig seker dat goedkoper invoere inflasie afgehou het.

Op Twitter: MarketWatch @MarketWatch: Donald Trump says Germany is "very bad on trade": prent

Justin Theroux files suit against his “tyrannical” Greenwich Village neighbor - Llnyc. Man van Jennifer Aniston.

Melania Trump wears a $51K coat during her trip to Italy - Llync.

Chart: The Coin Universe Keeps Expanding - Visual Capitalist.

Why one hedge-fund titan is bracing for ‘all hell to break lose’ on Wall Street - Market Watch. Eers moet die VSA ophou leen, en/of Trump goedkoop invoere stop. Die ekonomiese verswakking begin met verbruikers wie se geld opraak (minder spandeer relatief tot inflasie as 'n jaar gelede).

Here’s some bad news for oil in 2018 - Market Watch.

Op Twitter: Kayleigh McEnany @kayleighmcenany: Hillary Clinton falsely claimed Nixon impeached, warned of Trump impeachment- while ignoring her husband was the 1 impeached!

Opinion: Why Lagos must face up to its water crisis - CNN. "The majority of Lagos residents rely on the informal sector comprised of wells, boreholes, rivers and rain water to access water".

Forward Labs’ new solar roof is 33% cheaper than Tesla’s – and it can be installed in half the time - Inhabitat.
Here’s What’s Killing Oil Prices - Banyan Hill.

Op die internet - Suid Afrika

SA embassy staff in bribery storm - Zimbabwe Situation. "Zimbabweans seeking work or study permits in South Africa have called for the censure of two South African embassy officials, whom they accuse of demanding bribes to process their permits."

Land reform cost 1,5m jobs: Chinamasa - Zimbabwe Situation.

The answers on Eskom debt – but not from Eskom - Moneyweb. "... of listed instruments, 43,98% is PIC and other government pension funds, including the Eskom pension fund".

South African broadband – very slow, and very expensive - Mybroadband.

Gigaba implicated in academics' state capture report - Fin24. Malusi Gigaba's Name Was Mentioned In The 'Betraying The Promise' Report 43 Times - HuffingtonPost.

Patel: Govt wants workers to become shareholders - Fin24. Now Zwane wants 30% minimum black mine ownership - sources - Fin24. Transformasie het na 'n swakker ekonomie gelei, en nou wil die ANC hê swart aandeel houers moet deelneem aan die val in aandeel pryse.

Water and sanitation department finances "messier than a pit latrine" - TimesLive.

Maimane outraged after being barred from entering Zambia - EWN. DA leier "Mmusi Maimane travelled to the country to attend the treason trial of Hakainde Hichilema, the detained president of Zambia's largest opposition party." Zambia extends detention of opposition leader - Daily Mail.

Rich apartment-style living hits the South African north coast - BusinessTech.

Donderdag 25 Mei 2017

Suid Afrika aandele

Die JSE het -0.52% laer gesluit. Die Rand/$ is sterker op R12.85. Die goudprys is $1256.54 x R12.85 = R16,146 (gister $1252.62 x R12.95 = R16,221). Die platinum prys is $955 x R12.85 = R12,272 (gister $939 x R12.95 = R12,160). Die yster erts prys is af na $61.40 (Nymex 62% FE, CFR China).

Groot stygings: Mixtel +12.5% na R3.43, Rhodes +3.7% na R22.30, Aspen +2.6% na R290.05 (R301M).

Groot dalings: Implats -9.8% na R37.50 (R1724M), Massmart -6.7% na R111.00, Foschini -5.8% na R132.34 (R687M), Harmony -4.8% na R27.40, GFields -4.7% na R47.35, Amplats -4.3% na R295.14, Woolies -2.8% na R68.01 (R359M), MedClin -2.6% na R133.50.

Foschini (TFG) se inkomste vir die jaar tot Maart was +11.2% hoër, en vwVPA +4.2% hoër na 1090c, of herverklaar +7.4%. Die prys/verdienste is R134.01/1090c = 12.3. Die dividend opbrengs is (320c +400c)/R134.01 -20% = 4.3%.

Foschini (TFG) koop Australië se Retail Apparel Group (“RAG”), teen die laagste van 7x RAG se wins voor RBWA ("EBITDA") vir die jaar tot Junie 2017 (verwag A$43.2M), of A$302.5M.

Quantum Foods (QFH) se inkomste vir die 6m tot Maart was +13% hoër, en wesens VPA -16% laer na 12.4c.

Esor (ESR) se inkomste vir die jaar tot Maart was -4.4% laer (+6.6% vir die 2de helfte), en vwVPA 'n verlies van -23.5c teenoor 14.1c 'n jaar gelede. Die verkope/aandeel is 360c. Min handel.

Mix Telematics (MIX) se inkomste vir die jaar tot Maart was +5.1% hoër, en vwVPA -17% laer na R0.20. Gewoonlik baie min handel.

Tiger Brands (TBS) se inkomste vir die 6m tot Maart was +3.1% hoër of herverklaar +7.1%, en vwVPA +5.3% hoër na 1012.6c of op laasjaar voortgeset +5.0% of herverklaar +5.8%. Die prys/verdienste is R399.19/(1120c+1013c) = 18.7. Die dividend opbrengs is (702c+378c)/R399.19 -20% = 2.2%.

Massmart (MSM) se verkope vir die eerste 21 weke van 2017 was +0.3% hoër, en inflasie 4.4%.

Implats (IMP) wil twee effekte uitreik, tot ZAR2,600M en tot $300M.

Die Monitêre Beleids Komitee het rentekoerse onveranderd gelaat.

Sherwood Bedding Company Announces Strategic Investment by the Steinhoff International Holdings N.V. Group - BusinessWire.

Spur CEO's Open Letter To Solidarity: This Boycott Serves A Political Agenda - HuffingtonPost. 'Ek het my aptyt om by Spur te eet verloor' - MaroelaMedia. Spur sales down following boycott after racial incident - City Press. Spur incident: An eye witness account of what really happened - Krugersdorp News.

Inflasie koers

Die regering beweer dat verbruiker inflasie 5.3% was in April. Die syfer is waarskynlik gekies om steeds ekonomiese groei te kan toon. Geen organisasie kan vertrou word om sy eie inflasie koers te meet nie, insluitende kleinhandelaars. Dit lyk of die werklike inflasie koers rondom 9% is. Kaapstad se munisipale belasting is +21.1% hoër as 'n jaar gelede (waardasie was +22.4% opgestoot, of +30.4% na kortings, en die koers was -7.0% verlaag). By ander munisipaliteite word die koers met byvoorbeeld 6% verhoog, sonder om waardasies te verhoog, wat dan later nog 6% byvoeg. Elektrisiteit is 8.6% hoër (weskus). Water is 13.6% hoër. Kruideniersware is omtrent +9.2% hoër. Die petrol prys is +8.5% hoër (R13.30/R12.26). Versekering is +6.7% hoër. Medisyne is -3.9% laer. DSTV se intekenfooie is van 0% tot 7.3% verhoog (en herhalings word al meer). Vodacom se 12x2GB voorafbetaal data tarief is onveranderd, maar Cell C se 100GB vir 'n jaar is 50% duurder. Van die dalende amptelike inflasie syfer kan 'n mens aflei dat die ekonomie nog meer krimp as voorheen.

Op die internet

Brazil’s Car Wash Scandal Reveals a Country Soaked in Corruption - BLoomberg. "What may be the largest corruption case in modern history runs deep in Latin America’s largest country."

7 Warning Signs Your Stock Might Be Faking its Numbers - US News. "Companies restate their financial statements".

David Rosenberg thinks stocks are ‘supremely overvalued’ - Financial Post.

Will these 2 Forces Crush San Francisco’s Housing Bubble? - Wolf Street.

Paul Craig Roberts On JFK At 100 - Zero Hedge.

GM is being dragged into ‘Dieselgate’ scandal, customers file class action over ‘VW-like defeat devices’ in over 700,000 trucks - Electrek.

China Accuses US Warship Of "Trespassing" In Disputed Waters, Warns It To "Leave Immediately" - Zero Hedge.

Chinese authorities banned the broadcast of a match between top Go player and AlphaGo AI - Mashable.

Ivanka and Jared did not disclose their multi-million dollar art collection - Llnyc.

Now the coldest millennium in 8,000 years - Ice Age Now.

West Virginia is Dying and Trump Can’t Save It - US News.

Appeals Court Will Not Reinstate Trump’s Revised Travel Ban - NY Times.

Op die internet - Suid Afrika

Government employees are propping up Eskom - Moneyweb. "the government employees’ pension fund (GEPF), of which national and provincial public servants are members, increased its ownership of Eskom debt through the additional purchase of R8.3 billion of Eskom bonds." Vavi’s federation condemns use of pensions to bail out SOEs - Fin24.

Court ruling boosts Eskom power cut plan to collect fees - Fin24. Al wat Eskom doen is praat van krag afsny. Wanneer gaan dit gebeur?

DSTV admits to price fixing - IOL. "The company will also pay R8 000 000 (eight million rand) to the Economic Development Fund, to enable the development of black-owned small media or advertising agencies". Rassisme is ongrondwetlik.

Why SA celebrates Tax Freedom Day six weeks later than in 1994 - Fin24.

SA Post Office website security certificate problems - Mybroadband.

Oprah Celebrates Magical Young Black Women By Attending Their Grad Ceremonies - Huffington Post.

Two heavy by-election defeats in two provinces 'serious indictment' on ANC - Business Live.

Woensdag 24 Mei 2017

Suid Afrika aandele

Die JSE het -0.44% laer gesluit. Die Rand/$ is sterker op R12.95. Die goudprys is $1252.62 x R12.95 = R16,221 (gister $1259 X R12.06 = R16,440). Die platinum prys is $939 x R12.95 = R12,160 (gister $952 x R13.06 = R12,433).

Groot stygings: Coronat +7.4% na R70.55 (fonds bestuurders behoort saam met die mark af te gaan), Alviva +3.1% na R18.34, Lewis +2.6% na R33.08, BAfrica +2.4% na R149.87, Stanbank +2.3% na R154.14 (R387M), FirstRand +2.0% na R51.64 (R504M).

Groot dalings: Sibanye -34% na R18.58 (regs aanbod), MedClin -7.3% na R137.01 (R302M), Harmony -7.01% na R28.78, Massmart -5.9% na R119.13, Implats -5.5% na R41.49, Fambrands -4.5% na R124.87.

Tradehold (TDH) se inkomste vir die jaar tot Feb was +80% hoër, en vwVPA 3.2p teenoor 5.2p 'n jaar gelede, of kern 13.8p teenoor 6.4p. Lae handel.

Hosken Consolidated Investments (HCI) se inkomste vir die jaar tot Maart was +14% hoër, en die vwVPA +38% hoër na 1370c. Lae handel.

Sygnia (SYG) se inkomste vir die 6m tot Maart was +12.3% hoër, en vwVPA -0.2% laer na 25.70c. Die dividend opbrengs is (27c+25c)/R12.40 -20% = 3.4%. Netto bate waarde was 329.4c per aandeel. Min handel.

Mediclinic Int (MEI) se inkomste vir die jaar tot Maart was +30% hoër in £, en vwVPA +5.1% na 31.0p. Die prys/verdienste is R144.56/(31.0p x R16.90) = 28. Die dividend opbrengs is (3.2p+4.7p)xR16.90/R144.56 -20% = 0.9%.

Arrowhead (AWA) se kwartaalikse huur uitkering is 'n opbrengs van 4x21.83c/895c = 9.8%. Groei van +6% tot +8% word tot Sep 2017 verwag. Gewoonlik min handel, maar baie vandag.

Tsogo Sun (TSH) se inkomste vir die jaar tot Maart was +7.6% hoër, en verstelde vwVPA +5.6% hoër na 207.6c Die prys/verdienste is R24.55/207.6c = 11.8. Die dividend opbrengs is (34c+70c)/R24.55 -20% = 3.4%. Gewoonlik min handel, maar baie vandag.

Lewis (LEW) se inkomste vir die jaar tot Maart was -3.3% laer, en vwVPA 396c teenoor 617c 'n jaar gelede. Die dividend opbrengs is (100c+100c)/R32.23 -20% = 5.0%. Gewoonlik min handel, maar baie vandag.

Transaction Capital (TCP) se inkomste vir die 6m tot Maart was +17% hoër, en vwVPA +7% hoër na 39.3c, of kern +17% hoër na 43.0c. Die dividend opbrengs is (18c+15c)/1485c -20% = 1.8%. Gewoonlik min handel, maar baie vandag.

Op die internet - Suid Afrika

DStv Now streaming coming to more customers - Mybroadband.

Merits of historical municipal debt argued at ConCourt - Moneyweb.

Sweeping new changes at the Master’s Office - Moneyweb. Trusts is al baie lank onaantreklik weens belasting.

Coup rumors, an absent president, and a stagnant economy are putting Nigeria on edge - Quartz.

Police budget used to buy Zuma’s wives 10 vehicles - Business Live.

Op die internet

This will be America’s new exodus - Market Watch. "This migration already has begun: Six million Americans moved out of city centers in the past decade".

Handout Nation: Combined Enrollment In America’s 4 Largest Safety Net Programs Hits A Record High Of 236 Million - The Economic Collapse.

All Heck Breaks Loose in Toronto’s House Price Bubble - Wolf Street.

VW to build 100,000 all-electric vehicles per year in China through new joint-venture with JAC - Electrek.

Chocolate Linked to Decreased Risk of Irregular Heart Rhythm - Scientific American

Diesel Cheating Investigation Leads To Raid On Daimler HQ, VW Code Hack Revealed - CleanTechnica.

US Interior Department Suppresses Sea Level Rise Study Conclusion - CleanTechnica.

Where body fat is carried can predict cancer risk - Science Daily. "Carrying fat around your middle could be as good an indicator of cancer risk as body mass index (BMI), according to new research."

Brazil Protesters Set Fire To Ministry Building Amid Violent Clashes With Riot Police - Zero Hedge.

Mulvaney says debt-ceiling deadline may move up as tax receipts fall short - MarketWatch. "President Donald Trump’s budget director suggested Wednesday that the government’s borrowing limit may need to be raised earlier than originally anticipated, citing “slower-than-expected” tax receipts."

California Million-Dollar Home Sales Hit An All Time High - Zero Hedge.

Conservatives backtrack on £60m for primary school breakfasts - Schoolsweek UK. "It comes after Schools Week analysis revealed the party’s original costings would mean giving schools the equivalent of less than 7p per pupil to pay for breakfasts."

DO THE MATH: Here’s the rational analysis why 99% of current Bitcoin owners will never be able to sell Bitcoins for anything close to its imagined current value - Natural News.

Maintaining Growth in a Fast-Aging Asia - Project Syndicate.

Dinsdag 23 Mei 2017

Suid Afrika aandele

Die JSE het +0.06% hoër gesluit. Die Rand/$ is sterker op R13.06. Die goudprys is $1259 X R12.06 = R16,440 (gister $1259.62 x R13.24 = R16,677). Die platinum prys is $952 x R13.06 = R12,433 (gister $941 x R13.24 = R12,459).

Groot stygings: Verimark +33% na 93c (R0.56M), Long4Life +10.3% na R6.40, Coronat +5.7% na R65.70, Stanbank +3.6% na R150.62 (R432M), Nedbank +3.3% na R221.38.

Groot dalings: Lonmin -8.2% na R15.60, PNR Foods -4.9% na R145.50, Rhodes -4.8% na R22.18, Glencore -2.9% na R49.43, Meclin -2.7% na R147.75.

Reinet Investments (REI) se netto bate waarde per aandeel was €30.63 (~R44.00 per deposito bewys) op 31 Maart 2017. British American Tobacco was 70.8% daarvan.

Huge Group (HUG) se inkomste vir die jaar tot Feb was +13.4% hoër, en wesens VPA +42% hoër na 26.3c. Baie min handel.

Adcorp (ADR) se inkomste vir die jaar tot Feb was +3.1% hoër, en vwVPA 'n verlies van -27.1c teenoor 289.53c 'n jaar gelede.

Rhodes Food Group (RFG) se inkomste vir die 6m tot Maart was +8.2% hoër, en vwVPA +6.9% of +8.0% hoër na 51.4c. Die prys/verdienste is R23.30/(78.4c+51.4c) = 18. Die vorige jaar se dividend opbrengs is 42.2c/R23.30 -20% = 1.4%.

Coronation Fund Managers (CML) se inkomste vir die 6m tot Maart was -6.3% laer, en vwVPA -3.9% laer na 220.7c. As dit herhaal, sal die prys/verdienste R62.15/~2x220.7c = 14.1 wees. Die dividend opbrengs is 2x220c/R62.15 -20% = 5.7%.

Verimark (VMK) se inkomste vir die jaar tot Feb was +1.9% hoër, en vwVPA 24.0c teenoor 8.0c 'n jaar gelede. Die prys/verdienste is 70c/24c = 2.9. Die dividend is 11.3c. Baie min handel.

Op die internet - Suid Afrika

ANC Leaders Said to Plan Raising Zuma Removal at Key Meeting - Bloomberg. ANC dismisses Zuma removal report as ‘fabrication’ - Moneyweb.

The best place to park your cash - Moneyweb.

Diesel vs petrol vs electric car sales in South Africa - BusinessTech.

Renting a house? Here’s what you need to know about the deposit - BusinessTech.

14,000 government officials caught doing business with the state: report - BusinessTech. The dead are bidding for government business in SA - Fin24.

Op die internet

The Bubble That Could Break the World - Daily Reckoning.

Smoke from wildfires can have lasting climate impact - Science Daily. Rook van steenkool kragstasies is verwyder, wat die lug skoner gemaak het, en die aarde meer verhit het. Met veld brande word koolsuurgas en rook saam vrygestel. Gedurende droogte is daar meer veld brande, maar word deur die mensdom verhoed, wat moontlik reën weghou.

Trump’s Budget Scam - Politico. "All presidents fudge the numbers. But this one represents a new level of deception."

Computer code that Volkswagen used to cheat emissions tests uncovered - Science Daily.

Money Supply and Credit Growth Continue to Falter - Talk Markets.

More high speed rail and maglev lines in China - NextBigFuture.

Visualizing The Rise Of Young Asylum Seekers In Europe - Zero Hedge.

“Is Inflation Understated” in Canada? You Bet: National Bank - Wolf Street.

Maandag 22 Mei 2017

Suid Afrika aandele

Die JSE het +0.16% hoër gesluit. Die Rand/$ is dieselfde R13.24. Die goudprys is $1259.62 x R13.24 = R16,677 (Vrydag $1252.92 x R13.22 = R16,564). Die platinum prys is $941 x R13.24 = R12,459 (Vrydag $940 x R13.22 = R12,427).

Groot stygings: Sibanye +7.4% na R28.50 (R472M), Dis-chem +3.5% na R27.00, Kumba +2.6% na R167.25, Tigbrands +2.6% na R400.00 (R447M).

Groot dalings: Pnr Foods -4.4% na R153.00, Aveng -2.2% na R4.90.

Datatec (DTC) se inkomste vir die jaar tot Feb -5.7%, en vwVPA $0.02 teenoor $0.193 'n jaar gelede, of onderliggend $0.109 teenoor $0.32 'n jaar gelede. Dit is 'n prys/verdienste van R56.12/($0.109xR13.24) = 39. Die prys/verkope is R56.12/$28.7/R13.24 = 0.15. Geen dividend.

Pioneer Food Group (PFG) se inkomste vir die 6m tot Maart was +1.7% hoër, en die vwVPA -56% laer na 227.2c, of verstel -47% laer na 235.6c. As dit herhaal sal die prys/verdienste R160.00/~2x235.6c = 34 wees. Die dividend opbrengs is (260c+105c)/R160.00 -20% = 1.8%.

Op die internet - Suid Afrika

Western Cape declared a disaster zone over water shortages - BusinessTech.

Tshwane's free wi-fi at risk - IOL. "as the service provider claims not to have been paid, warning of disconnections across the city".

AutoTrader’s Marketplace aims to make buying a used car safer - Mybroadband.

Joburg suburbs hit with major power outages - BusinessTech.

BP starts oil project that will help double its output - Fin24.

Fresh SAA tender scandal comes as Treasury stalls tabling reports - Fin24.

Govt sits on 4 000 farms, yet hints at expropriation - Fin24.

Second Seacom fault fixed - TechCentral.

Rise in tax disputes set to continue - Moneyweb. Hoe meer belasting ingesamel word, hoe swakker word die ekonomie.

Op die internet

Trump budget plan slashes food stamps, healthcare for poor - Reuters.

Opinion: The Saudis can’t afford Trump’s arms deal - Market Watch.

Bill Introduced Allowing Cancellation Of Over $1 Trillion In Student Debt Through Bankruptcy - Talk Markets. Die geld word van die federale regering geleen. As geld nie terugbetaal word nie, verhoog dit die geld in omloop, en inflasie.

Sondag 21 Mei 2017

Op die internet

Shocking Admission From NY Bankruptcy Judge: "Chapter 11, 15 Filings Have Exploded" - Zero Hedge.

California Grid Smashes Record - Getting 67% of Energy From Renewables - ScienceAlert. Wat van belang is die laagste hernubare energie gelewer, elke sekonde, nie in totaal vir een dag nie. As dit 0% is, was al die hernubare bronne oorbodige kapasiteit, wat 'n vermorsing van geld was.

4 potential outcomes for OPEC’s crucial meeting - MarketWatch. Die vergadering is van geen belang nie. Die olie prys word bepaal deur die koste van skalie olie in die VSA. As OPEC minder produseer, sal hulle mark aandeel krimp sonder veel verandering in prys. Russia’s Oil Exports To India Double In 2017 On OPEC Cuts - OilPrice.

Suid Afrika aandele

Retail environment remains tough - Fin24.

Op die internet - Suid Afrika

6 ways to stretch your electricity budget this winter - BusinessTech. As jy gas ("LPG") koop teen R20/kg met 'n energie inhoud van 13.7kWh/kg kos dit R1.46/kWh, wat nie veel van 'n besparing is nie. Winter verbruik gaan op weens verwarmers. Die beste oplossing is om son energie gedurende die dag te stoor vir die aande, wat termiese massa storing genoem word. Energy.gov: "In simple terms, a passive solar home collects heat as the sun shines through south-facing windows and retains it in materials that store heat, known as thermal mass". Huise word nie daarvoor ontwerp nie. Venster grootte word deur die regering beperk, tensy dit dubbel glas het wat die meeste mense nie kan bekostig nie.

Watergate: Zuma buddy scored massive - News24.

Zulu King’s palace could cost you R1 billion - Mybroadband.

Telkom systems crippled by WannaCry ransomware - Mybroadband. Kon kliente die verskil agterkom?

Tablets meant for Gauteng high schools found in India and Pakistan - Mybroadband.

Saterdag 20 Mei 2017

Aandeelmarkte is duur

Baie aandele is duur in terme van prys/wins, terwyl groei laer is as inflasie weens die verswakkende ekonomie. Beleggers is tevrede met 'n al laer opbrengs soos onder getoon. Alles gaan goed totdat die mark val. Wanneer aandeel markte val, is die lae opbrengs heeltemal te min om te vergoed vir die val in die aandeel pryse.



Op die internet

The most expensive home in Hawaii is asking $70M - The Real Deal.

"An Empty Lot, An Idle Backhoe And Pieces of Rubble": NYC Real-Estate Market Is Imploding - Zero Hedge. One country is dominating US home sales to foreign buyers - The Real Deal.

Plasma propulsion could become effective and useful for higher altitude aviation, airships and eventually space access - NextBigFuture.

What America’s new arms deal with Saudi Arabia says about the Trump administration - Vox. Grab some weapons. Make war great again. Defenseless people are total losers.

Drone pilots don’t have to register under FAA’s controversial rule, court rules - Market Watch.

US slaps sanctions on Venezuela Supreme Court judges - Aljazeera. Maduro to Trump: 'Get your dirty hands off Venezuela!' - Reuters.

"We Will Go To War; We Will Fight You": China's Xi Threatens Duterte If Philippines Drills For Oil - Zero Hedge.

Op die internet - Suid Afrika

SABC CEO James Aguma must be investigated: SOS - Mybroadband.

Zimbabwe plans $200M platinum refinery with Australia's Kelltech - EWN. Net betyds vir die val in aanvraag.

Vrydag 19 Mei 2017

Suid Afrika aandele

Die JSE het +0.42% hoër gesluit. Die Rand/$ is sterker op R13.22. Die goudprys is $1252.92 x R13.22 = R16,564 (gister $1254.73 x R13.41 = R16,826). Die platinum prys is $940 x R13.22 = R12,427 (gister $934 x R13.41 = R12,525). Iron ore prices: Benchmark index approaches $63 per tonne cfr - Metalbulletin.

Groot stygings: Kumba +6.7% na R163.00, Steinhoff +6.2% na R73.38 (R1840M), ARM +4.5% na R85.00, Dis-chem +4.4% na R26.10, Imperial +4.2% na R165.53, Tongaat +4.2% na R118.35.

Groot dalings: Aveng -4.2% na R5.01, Sibanye -2.8% na R26.54 (R334M), Harmony -2.7% na R30.64, Sappi -2.5% na R99.43.

Taste Holdings (TAS), om kapitaal in te samel, bied 21.13210 ekstra aandele vir elke 100 gehou teen R1.50.

Pallinghurst (PGL) maak 'n aanbod vir al die aandele van Gemfields, wat die aantal Pallinghurst aandele van 760.4 miljoen na soveel as 1316.1 miljoen kan vermeerder. Die 52.9% maksimum deel van Gemfields wat verkry word se netto bates is $155.9M, en netto verlies -$7.2M.

Tongaat Hulett (TON) verwag vir die jaar tot Maart 'n wesens VPA van omtrent 852c, +25% hoër of +45% op herverklaarde waarde. Suiker pryse het verbeter. Land verkope was laer. Die prys/verdienste is R117.80/R8.52 = 13.8.

Allan Gray behind call for new Group Five board - BusinessLive.

Op die internet

Commodities Bust Hits Farm Lenders, Delinquencies Surge 225% - Wolf Street.

Electric Vehicles are Poised for Their ‘Model T’ Moment - Visual Capitalist.

Americans have more debt than ever before — here's what it looks like - BusinessInsider.

Oil-rig count rises for 18th straight week - BusinessInsider.

More people infected by recent WCry worm can unlock PCs without paying ransom - Arstechnica.

The FCC Votes to Kill Net Neutrality, Dismantle Title II Rules Governing ISPs - ExtremeTech.

Mexico's Crime Wave Spirals Out Of Control As Auto Thefts Surge - Zero Hedge.

Chinese Phone Giant Admits To "Unprecedented Degree" Of Falsified Revenue - Zero Hedge.

Op Twitter: Dolphin Pilot @TheAmitie: I cant imagine anyone fucking up a witch Hunt metaphor, one of the most straight forward metaphors in our language, worse than thisTrump witch hunt: prent

Cryptosporidium doesn’t appear in the new ‘Alien’ movie, but the CDC says it lurks in swimming pools - Market Watch.

Op die internet - Suid Afrika

As Cape Town fears a dry future, it looks at other cities’ strategies - BusinessLive. Die DA lyk al meer soos die ANC. In plaas van deskundiges aanstel wat al lankal die probleem kon sien kom het, probeer hulle raad van buite kry.

Huge growth for OpenView HD in South Africa - Mybroadband. Seker mense wat teleurgesteld is met die ander uitsaaiers.

R60bn held for mines that are never closed - Fin24.

Will Gigaba be brave enough to increase VAT, asks expert - Fin24. R20B se ekstra belasting is 0.5% van die ekonomie. Die meeste staats uitgawes lewer geen ekonomiese produksie nie. Dus sal die ekonomiese "groei" -0.5% verswak.

What the law says about tuk-tuks on South African roads - BusinessTech.

Parliament was misled about dodgy Eskom contracts: report - BusinessTech.

Donderdag 18 Mei 2017

Op die internet

Yet Another Attempt to Audit the Pentagon. Good Luck With That - The Fiscal Times.

Who’s Better Paid, Private or Federal Workers? A New Twist on an Old Debate - The Fiscal Times.

Used Vehicle Trade-in Values Sink, Hit New Vehicle Sales - Wolf Street.

India approves ten 700 MWe nuclear reactors and China will build two for Argentina - NextBigFuture. "indigenously designed". Japan will have 5 operational nuclear reactors next month and 19 more have applied to restart - NextBigFuture.

Brazil Sinks Deeper Into Political Crisis - Bloomberg.

Chinese Insurer Warns Of "Mass Defaults, Social Unrest" Due To "Mass Redemption" Run - Zero Hedge.

Gawk at these photos of Palazzo di Amore, a one-of-a-kind estate high above Beverly Hills - Market Watch. This $65M UES penthouse comes with a luscious, landscaped roof garden - Llnyc.

NASA Space Probes Have Detected a Human-Made Barrier Surrounding Earth - Science Alert.

Ford’s first all-electric vehicle will have ‘over 300 miles of range’, be affordable, and mass-produced, says CTO - Electrek. "will come out in 2020".

Suid Afrika aandele

Die JSE het +0.36% hoër gesluit. Die Rand/$ is swakker op R13.41. Die goudprys is $1253.64 x R13.41 = R16,811 (gister $1256.90 x R13.20 = R16,591). Die platinum prys is $934 x R13.41 = R12,525 (gister $944 x R13.20 = R12,461).

Groot stygings: Afrimat +4.6% na R28.50, Steinhoff +3.2% na R69.12 (R1524M), Curro +3.0% na R43.98, Exxaro +2.9% na R103.39.

Groot dalings: Amplats -5.0% na R308.16, Sibanye -4.1% na R27.30 (R463M), PPC -4.0% na R5.75, Massmart -3.7% na R118.40, Truworths -3.4% na R72.69 (R453M), Foschini -3.2% na R136.00 (R334M).

Sibanye (SGL) bied aandeelhouers 9 ekstra aandele vir elke 7 aandele gehou teen R11.28. Die laaste dag vir die reg op meer aandele is 23 Mei. Die regsaanbod aandele sal verhandel van 29 Mei tot 9 Junie. Die fondse is vir die verkryging van Stillwater Mining (aangekondig 9 Des 2016), waarvoor $18.00 per aandeel aan Stillwater aandeelhouers betaal word, en $2.7B in totaal. Stillwater se prys/verkope is $18.00/$5.85 = 3.1, en die netto winsmarge van 2013 tot 2016: 3.0% 7.5% 2.8% 1.4%. Sibanye se eie prys/verkope is R27.30/R33.63 = 0.81.

Oceana (OCE) se inkomste vir die 6m tot Maart was -13% laer, en vwVPA -16% laer na 176.4c.

Hosken Consolidated Investments (HCI) verwag vir die jaar tot Maart 'n wVPA van 1333.6c tot 1433.9c, +33.0% tot +43.0% hoër. Gewoonlik baie min handel.

Tradehold (TDH) verwag 'n netto bate waarde per aandeel einde Feb van 111.5p tot 128.5p, +31% tot +51% hoër. Gewoonlik min handel, baie vandag.

Ansys (ANS) verwag vir die jaar tot Feb 'n wVPA van minste 12c. Gewoonlik min handel, baie vandag.

Hospitality (HPB) verwag 'n uitkering van 42c tot 46c vir die 3m tot Maart.

Investec (INL) PLC (INP) se totale bedryfs inkomste vir die jaar tot Maart was +18% hoër, en die wesens VPA van 46.3p +26% hoër. Die prys/verdienste is R103.95/46.3p/R17.23 = 13. Die dividend opbrengs is (10p+13p)xR17.23/R103.95 -20% = 3.8%.

Afrimat (AFT) se inkomste vir die jaar tot Feb was +13.1% hoër (+11.2% 2de helfte), en vwVPA +26% hoër na 194.3c (+27% 2de helfte). Die prys/verdienste is R27.34/194.3c = 14.1. Die dividend opbrengs is (20c+50c)/R27.34 -20% = 2.0%.

Group Five (GRF) het kennis van 'n aandeelhouer ontvang wat 'n buitengewone algemene vergradering wil roep vir die hersamestelling van die raad van direkteure, in opvolg van 'n meningsverskil oor die toekoms van die maatskappy. (Opmerking: daar is baie maatskappye wat aandeelhouers ignoreer, deurdat kostes nie beheer word vir 'n wins nie).

Stefanutti Stocks (SSK) se inkomste vir die jaar tot Feb was -6% laer (+6% vir die 2de helfte), en vwVPA 10.05c teenoor 83.28c 'n jaar gelede, of 128.39c wat voortgeset was laasjaar. Verstelde vVPA was 89.96c teenoor 89.62c 'n jaar gelede. Lae handel.

Op die internet - Suid Afrika

How being downgraded has affected countries around the world - Fin24.

Naspers considers selling MultiChoice in Africa, insiders says - BusinessLive. "But a disposal of MultiChoice would not include the South African division, which is still highly profitable, the people familiar with the matter said".

ANC chief whip wants public funding of parties increased - BusinessLive. Want daar is onbeperkte geld beskikbaar.

Best and worst telecoms customer service in South Africa - Mybroadband. Dit is moeilik om te glo dat enige besigheid Telkom kan klop vir patetiese diens.

The FPB CEO and COO have been suspended - Mybroadband. Film and Publication Board.

SA’s unemployed youth will soon rise against and rightfully so - Moneyweb. Al wat gaan gebeur is meer transformasie, wat na meer armoede gaan lei. Ons ken die proses goed.

Stuttafords shuts stores as rescue prospects grow dim - Moneyweb. Die agteruitgang van winkels soos Stuttafords (en boekwinkels soos CNA), en die groei van goedkoop klere winkels is deel van die transformasie na 'n armoedige Afrika land.

GM will cut operations in India, South Africa - Reuters. "In a separate move, GM plans to stop building Chevrolet vehicles in South Africa and sell its South African factory to Japan’s Isuzu Motors Ltd". Chevrolet and Opel car owners – What happens to your vehicle service plan and warranty - Mybroadband. General Motors' exit from SA a pity but no surprise, says Rob Davies - BusinessLive. "But Davies said GM’s departure was not surprising, considering it had failed to meet the minimum production volume of 50,000 units required by the government’s Automotive Production and Development Programme (APDP) since 2013".

Compensation for seized land 'an urgent issue', Germany tells Zimbabwe - News24. Zimbabwe het niks geld om enigiets te betaal nie want die ekonomie is weg. Dalk kan hulle die geld by Standard Bank leen.

Woensdag 17 Mei 2017

Op die internet

Brancusi sculpture sells for $57M, setting auction record - Llnyc.

U.S. officials denounce violent attack by Turkish security on D.C. protesters - Market Watch.

The US is terrible at investigating politicians. Blame the Constitution. - Vox. "South Africa and Brazil, among others, could give the US tips". Danksy die Nasionale Party en die ANC, wat 'n politieke stelsel gekies het sonder 'n referendum, is dit onmoontlik om die president uit te stem.

Nasdaq suffers biggest daily drop since June 24, fear gauge soars on Trump worries - Market Watch. "The S&P 500 index SPX, -1.82% and the Dow Jones Industrial Average DJIA, -1.78% had their worst sessions since Sept. 9".

How to remove malware from your computer - Popular Science.

Suid Afrika aandele

Die JSE het -0.04% laer gesluit. Die Rand/$ is swakker op R13.20. Die goudprys is op na $1256.90. Die platinum prys is $944 x R13.20 = R12,461 (gister $936 x R13.09 = R12,252).

Groot stygings: AngGold +5.7% na R156.99 (R331M), Greenbay +4.1% na R1.88, Harmony +4.1% na R31.14, GFields +4.1% na R50.47, Altron +3.8% na R10.59.

Groot dalings: Aveng -7.3% na R5.20, Exxaro -4.8% na R100.47 (R305M), Foschini -4.4% na R140.48 (R367M), Rebosis -3.7% na R11.70, BarWorld -3.6% R111.86.

Lewis (LEW) se inkomste was -3.3% laer vir die jaar tot Maart. Hulle verwag 'n wVPA van 373c tot 435c, -30% tot -40% laer.

Steinhoff (SHN) wil sy Afrika kleinhandel bates apart noteer. Pepkor, JD Group (Russels, Bradlows, HiFi Corp, Incredible Connection, ens), Unitrans Automotive, Steinbuild, Poco South Africa en Tekkie Town sal in een maatskappy (“Steinhoff Africa Retail Assets” of “ListCo”) saamgesmelt word.

Santova (SNV) se inkomste vir die jaar tot Feb was +7.3% hoër of +12.3% op herverklaarde bedrag, en vwVPA +11.4% of +14.2% hoër na 38.55c. Gewoonlik lae handel.

Aveng (AEG) verwag vir die jaar tot Junie dat die wVPA aansienlike meer as 20% laer sal wees as verlede jaar se -75.2c verlies.

Dis-chem (DCP) se inkomste vir die jaar tot Feb was +15.4% hoër, en vwVPA 74.7c, of verstel 69.2c. Die prys/verdienste is 2512c/69.2c = 36. Die dividend opbrengs is 7.34879c/2512c -20% = 0.23%

Spear REIT (SEA) se uitkering vir die eerste 4m van 23.51c is 'n jaar ekwivalente opbrengs van 3x23.51c/R10.20 = 6.9%. Die jaar ekwivalente prys/verdienste is R10.20/3x96.65c = 3.5. Die verwagte uitkering vir die jaar tot Feb 2018 is +2% tot +4% hoër as die 74c voorheen voorspel.

Op Twitter: Wandile Sihlobo @WandileSihlobo: Taken by surprise by an increase in SA chicken imports from the US, Q1:17. Only noticed when my colleague @TinasheKapuya pulled up this data: prent

MTN fined R110 million by Rwanda regulator - BusinessTech.

Tencent se verkope vir die 3m tot Maart was +55% hoër, en vVPA +57% hoër na RMB1.522. Die verdienste spring gewoonlik die eerste kwartaal, en bly die res van die jaar omtrent dieselfde. Dan is die prys/verdienste HK$259.80/~(4xRMB1.522xHK$1.13) ~ 38. Die aandeel prys is +59% hoër sedert 'n jaar gelede.

Steinhoff het 'n VSA matras winkelgroep gekoop na verbruiker spandering baie opgegaan - MactroTrends. ISPA: First-quarter Mattress Sales Decline - Bed Times.

Op die internet

S&P, Dow set for worst day in eight months on Trump turmoil - Reuters.

Financial Weapons Of Mass Destruction: Top 25 US Banks Have 222 Trillion Dollars Derivatives Exposure - Zero Hedge.

Qualcomm sues 4 Apple iPhone and iPad manufacturers for not paying royalties - MarketWatch.

The Antikythera mechanism is a 2,000-year-old computer - Vox.

A Timeline of Elon Musk’s Long List of Failures - Visual Capitalist.

Op die internet - Suid Afrika

GroundUp: Here’s where to find data on Cape Town’s water crisis - Daily Maverick. Cape Town’s water crisis calls for drastic steps – city official - Engineering News.

Eskom turns to Huawei to power smart grid project - Fin24. Eskom kan nie ophou om geld uit te gee, en is nie gepla met waar die geld vandaan kom nie. Die hele doel van voorafbetaal meters is dat die verbruik nie gemonitor hoef te word nie.

Is this the world’s best trader? - Moneyweb. In 'n sywaartse mark is daar ewe veel wenners as verloorders.

DTI proposes debt relief for retrenched workers, low income groups - Fin24. Want daar is onbeperkte geld beskikbaar. Die ANC het nie benul hoe die ekonomie werk nie.

Crashed cars, missed hotel bookings and private security for Dlamini – how Sassa blew R1.1 billion - BusinessTech.

You can now buy silver and platinum Krugerrands – here’s how much they cost - BusinessTech.

Why e.tv launched four channels on DStv that were exclusive to OpenView HD - Mybroadband.

What the SEACOM cable break looked like - Mybroadband.

Dinsdag 16 Mei 2017

Suid Afrika aandele

Die JSE het -0.05% laer gesluit. Die Rand/$ is sterker op R13.09. Die goudprys is op na $1237.44. Die platinum prys is $936 x R13.09 = R12,252 (gister $933 x R13.18 = R12,297).

Groot stygings: Vodacom +4.6% na R159.95 (R1187M), Bidcorp +3.4% na R303.75 (R407M), Coronat +3.3% na R64.85, Sappi +3.0% na R104.38.

Groot dalings: FamBrands -5.5% na R137.05, Tsogo Sun -4.7% na R24.30, BarWorld -3.3% na R115.98, Naspers -2.2% na R2670.00 (R3407M).

Mazor (MZR) se verkope vir die jaar tot Feb was +18% hoër, en VPA +62% hoër na 43.6c. Dan is die prys/verdienste 222c/43.6c = 5.1. Kapitaal uitkering van 14.4c. Gewoonlik lae handel, maar baie vandag.

Famous Brands (FBR) verwag vir die jaar tot Feb 'n wesens VPA van 408c tot 460c, -15% tot -25% laer, weens rente op meer skuld, en eenmalige nie-bedryfs (1) afgeleide verliese van R33M (~33c) op verskansing van die aankoop prys van Gourmet Burger Kitchen, (2) wisselkoers verlies van R23M (~23c), (3) R50M (~50c) professionele fooie verwant aan die verkryging, (4) R20M (~20c) waardevermindering van UAC Restaurants in Nigerië. As die uitgereikte aandele steeds 100M is, was (1)-(4) 126c saam. Daarsonder sou wVPA 534c tot 586c wees, teenoor 540c 'n jaar gelede.

Tharisa PLC (THA) se inkomste vir die 6m tot Maart was +104% hoër, en wVPA $0.16. As dit herhaal, sal die prys/verdienste R18.25/(2x $0.16 xR13.1) = 4.4 wees. Gewoonlik lae handel, maar baie handel vandag.

Imperial (IPL) verwag vir die jaar tot Junie enkel syfer groei in inkomste en onveranderde bedryfs wins.

Sovereign Foods (SOV) se inkomste vir die jaar tot Feb was +25% hoër, en vwVPA 'n verlies van -46.5c (2.3c vir die 2de helfte). Baie min handel.

Costly UK rentals hit Netcare subsidiary - BusinessLive.

Op die internet

State Of Denial: The Economy No Longer Works As It Did In The Past - Talk Markets.

Big Trouble Brewing in US Real Estate - Nasdaq.

French 30-Year Bond Sale Over 4 Times Oversubscribed - Zero Hedge. Die rentekoers op Franse 30 jaar staatseffekte is nou 1.89% (Investing) en die Euro inflasie koers 1.9% (Trading Economics: "averaged 2 percent from 1991 until 2017").

Scientists Have Discovered Incredible 'Lost' Forests That Would Cover 60% of Australia - Science Alert. Plantegroei word waarskynlik beperk deur die hoeveelheid koolsuurgas in die atmosfeer. As daar meer koolsuurgas is, sal daar meer plantegroei wees.

800,000 factory jobs were lost to Chinese imports, but the U.S. is better off, researchers say - Market Watch.

Delivery robots may find San Francisco sidewalks off-limits - Market Watch. Dit sal nooit in Afrika werk nie, want die robotte sal gesteel word.

Apple patented a pizza box, for pizzas - The Verge. Dit (en die nuwe hoofkantoor) is wat gebeur as 'n maatskappy te veel wins maak.

The Backlash to Spain’s New Property Boom Has Begun - Wolf Street.

Op die internet - Suid Afrika

How much you can save by paying just R300 extra into your home loan each month - BusinessTech. 'n Voorbeeld word gegee van 'n ekstra R300 per maand wat die rente koste op 'n lening met R148,000 verminder. As die R300 per maand in die aandeel mark belê kon word teen 15% per jaar, sou dit R266,477 wees na 18 jaar. Op die oomblik is aandeel markte baie oorprys, en hoë risiko. Dit is voordelig om 'n huis te woon wat afbetaal is.

This is why Vodacom’s data prices look lower - Mybroadband. Vodacom, MTN en Cell C se goedkoopste voorafbetaal data pakkette is al vir jare omtrent dieselfde.

How much your business could be fined for not following SA’s BEE laws - BusinessTech. Swart Ekonomiese Bemagtiging is ongrondwetlik. Die regering demonstreer die gevolge van SEB met die wanbestuur van staats beheerde besighede. Die regering wil hê dat die private sektor dieselfde doen.

Maandag 15 Mei 2017

Suid Afrika aandele

Die JSE het -0.02% laer gesluit. Die Rand/$ is sterker op R13.18. Die goudprys is op na $1233.74. Die platinum prys is $933 x R13.18 = R12,297 (Vrydag $917.5 x R13.37 = R12,267).

Groot stygings: BarWorld +5.1% na R119.99, AdaptIt +4.4% na R10.69, Reunert +3.9% na R69.79, Amplats +3.8% na R324.50, Balwin +2.9% na R7.05, Implats +2.9% na R43.98.

Groot dalings: Lonmin -11.6% na R17.91, EOH -6.9% na R125.00, ARM -3.9% na R80.70, Aspen -3.6% na R275.31 (R379M).

Sappi (SAP) se 2de kwartaal verkope was $1316M teenoor $1309M die 1ste kwartaal, en $1294M 'n jaar gelede, en VPA $0.16 teenoor $0.17 die 1ste kwartaal, en $0.19 'n jaar gelede. Sonder spesiale items was VPA $0.17 teenoor $0.16 die vorige kwartaal en vorige jaar.

Lonmin PLC (LON) se inkomste vir die 6m tot Maart was -5.6% laer in $, en verdunde wesens verlies per aandeel -$0.138 teenoor -$0.018 'n jaar gelede. Die prys/verkope is R19.35/(2x $1.72 xR13.28) = 0.42. Lonmin is one impairment away from disaster - BusinessLive.

Netcare (NTC) se inkomste vir die 6m tot Maart was -10.1% laer, en vwVPA +19% hoër na 106c, of verstel -11.4% laer na 80.6c. As dit herhaal sal die prys/verdienste R27.10/~2x80.6c = 16.8 wees. Die dividend opbrengs is (57c+38c)/R27.10 -20% = 2.8%.

Astral (ARL) se inkomste vir die 6m tot Maart was -0.5% laer, en vwVPA -54% laer na 355c. As dit herhaal, sal die prys/verdienste R158.53/~2x355c ~ 22 wees. Die jaar se dividend opbrengs is (100c+180c)/R158.53 -20% = 1.4%.

Vodacom (VOD) se inkomste vir die jaar tot Maart was +1.5% hoër, en vwVPA +4.0% hoër na 894c. Die prys/verdienste is R152.18/894c = 17. Die dividend opbrengs is (395c+435c)/R152.18 -20% = 4.4%.

Barloworld Ltd. (BAW) se inkomste vir die 6m tot Maart was +1.8% hoër, en vwVPA +8.4% hoër na 363.0c. Die prys/verdienste is R113.65/(501.2c+363.0c) = 13. Die dividend opbrengs is (230c+125c)/R113.65 -20% = 2.5%.

Balwin Properties (BWN) se inkomste vir die jaar tot Feb was +30% hoër (+55% vir die 2de helfte), en wvVPA +7.2% hoër na 139.9c (+23% 2de helfte). Die prys/verdienste is 690c/139.9c = 4.9. Die dividend opbrengs is 30c/690c -20% = 3.5%.

Calgro M3 (CGR) se inkomste vir die jaar tot Feb was +29% hoër, en vwVPA -5.7% laer na 129.02c. Lae handel.

Aspen faces EU probe over excessive pricing of cancer drugs - BusinessLive.

Op die internet

Diesel engines pollute much more than we thought — and that’s bad for our health - The Verge.

Is Microsoft to blame for the largest ransomware attacks in internet history? - The Verge.

Why Amazon is eating the world - Techcrunch. Amazon lyk doeltreffend op sy eie, maar as die tyd van onsuksesvolle verkopers, en ontevrede kopers in ag geneem word, is dit nie noodwendig nie. Aanlyn verkope werk net vir bestaande produkte waarvan kopers bewus is. Dit beperk ekonomiese ontwikkeling. Daar is nie gehalte beheer of naverkoop diens nie.

How Is This Not A Recession? Ford To Slash 10% Of Global Workforce - Zero Hedge.

Op die internet - Suid Afrika

Critical water warning for Capetonians - Engineering. "The city has warned residents to only use water for drinking, cooking and washing as dam levels drop to 21.2%, or an effective 11.2%, as the last ten% of dam water is not useable." ANC en DA regerings is vinnig om geld uit te gee op behuising, en verhoog eiendoms belasting teen dubbel die inflasie koers, maar kan nie primêre funksies verrig nie.

Magnus Heystek: SA’s slide into poverty – protect yourself, invest offshore - Biznews. Die aantal maatskappye op die JSE is baie beperk, en vaar sleg weens die verswakkende ekonomie. Oorsese aandeel markte was gesteun deur groeiende skuld, maar lyk of dit nou tot 'n einde kan kom.

Standard Bank lends Zim $120m to help ease power crisis - Fin24. Standard Bank kliente en aandeel houers gaan uiteindelik daarvoor betaal. Van 23 Mei 2016: Standard Bank confirms R300M lost in credit card scam - EWN. Van 15 Aug 2014: Standard Bank loses R854m in China - Times Live.

New water and lights rules SA homeowners need to know before selling - BusinessTech.

SAA expects much smaller loss — but its forecast could be optimistic - BusinessLive. "SAA is projecting a net loss of R853m in 2017-18, a significant improvement on the projected loss of R4.5bn for 2016-17". Betaalbaar deur belasting betalers.

Sondag 14 Mei 2017

Op die internet

It’s Really Crazy What This ECB Has Wrought - Wolf Street.

Florida Sea Level Rise & Unchecked Coastal Developments - Clean Technica. "Relative sea levels in South Florida are roughly four inches higher now than in 1992".

Daimler Gives Up Plans To Sell 2017 Diesel Car Models In US - Clean Technica.

Op die internet - Suid Afrika

Municipality to buy Rainbow Chickens’ poultry farms - Fin24. Die geld (soos eiendoms belasting) wat die munisipaliteit uit die ekonomie onttrek om die plase aan die gang te hou, beteken werk verlies elders wat winsgewend was. Om geld vermorsings deur regerings te verhoed, behoort die grondwet te vereis dat die koste van elke regerings diens apart bereken word, en dat gebruikers slegs betaal vir dienste wat hulle wil hê.

State whether Zuma will be prosecuted over Nkandla or we will take legal action: DA warns NPA - Sowetan.

TV licence for PCs, cell phones and tablets: Scrap it, says SANCU - Fin24tech. Nou met enkripsie op die digitale uitsending kan die SABC kykers vir die diens betaal. As die SABC dit nie doen nie, sal dit 'n erkenning wees dat dit meestal blankes is wat vir lisensies betaal, en dat hulle kykers nie vir lisensies betaal nie.

Saterdag 13 Mei 2017

Op die internet

$500 Trillion in Derivatives “Remain an Important Asset Class”: Hilariously, the New York Fed - Wolf Street.

WannaCry cyber attack - Wikipedia.

Dalian traded iron ore extends retreat as demand woes persist - SMH. Iron Ore Prices To Drop To $65/Tonne In 2016, $50 In 2018, AndT O $44 By 2021 - Talk Markets.

The Other Shoe Drops: Prime Auto Loan Losses Surge As Recoveries Tumble - Zero Hedge.

3 Investing Tips To Control Emotions - Talk Markets. Kort termyn bewegings in aandele is dikwels onvoorspelbaar en oordrewe. Daar is 'n groot invloei van verpligte pensioen fondse wat aandele duur maak. Another reason to give money to your mom: Women tend to be better investors than men - Market Watch.

The biggest heavyweight Silicon Valley legal fight of our time is driving forward - Market Watch. "Google and Uber set for juicy public trial over allegations of stolen self-driving-car technology".

Vrydag 12 Mei 2017

Suid Afrika aandele

Die JSE het -0.09% laer gesluit. Die Rand/$ is dieselfde R13.37. Brent olie is af na $50.50. Die goudprys is op na $1229.26.

Groot stygings: Aveng +10.5% na R5.69, ARM +4.2% na R83.96, PPC +3.7% na R6.10, Grindrod +3.1% na R11.95, GFields +3.1% na R48.01, Kumba +2.9% na R159.87, Capitec +2.8% na R770.00.

Groot dalings: Richemont -5.1% na R108.34 (R1357M), Foschini -2.7% na R145.27, Implats -2.7% na R42.75, Amplats -2.5% na R312.50, Rockcastle -2.5% na R33.77.

Taste Holdings (TAS) verwag vir die jaar tot Feb 'n wesens verlies per aandeel van -24.0c tot -25.9c, of kern -13c tot -16c.

Greenbay Properties (GRP) se uitkering vir die 6m tot Maart is 0.2p, en verwagte opbrengs vir die jaar tot Sep 2017 is 0.4pxR17.27/175c = 3.9%. Groei van 25% word verwag tot Sep 2018.

New Europe Property (NEP) het €0.1202 verspreibare verdienste per aandeel vir die eerste 3m van 2017. Die samesmelting met Rockcastle vorder.

Richemont (CFR) se inkomste vir die jaar tot Maart was -3.9% laer (+5.8% hoër vir die 2de helfte), en vVPA -45% laer na €2.141 (-40% vir die 2de helfte). Die prys/verdienste is R114.15/(€2.141xR14.53/10) = 37.

Arcelor Mittal SA (ACL) se plaaslike verkope was -3% laer (as dit volume is, stem dit ooreen met 'n -3% ekonomiese inkrimping), en uitvoere +9% hoër.

Life Healthcare (LHC) se inkomste vir die 6m tot Maart was +22.6% hoër, en vwVPA -71% laer na 26.6c, hoofsaaklik weens die verkryging van Alliance Medical, en eenmalige items wat verband hou met die belegging in Pole. As dit herhaal sal die prys/verdienste R29.29/2x26.6c = 55 wees. Die jaar ekwivalent dividend opbrengs sou 2x35c/R29.29 -20% = 1.9% wees.

It's Platinum Week, Weaker, Weakest as Miners Meet in London - Bloomberg. Palladium Fundamentals - Stillwater Mining. "A gasoline catalytic converter using today’s technology takes just one gram palladium to replace one gram platinum". "... platinum’s primary advantage in diesel applications relates more to the fact that the diesel exhaust stream is a highly oxidizing environment in which palladium is readily oxidized to a less catalytically active palladium oxide, whereas platinum resists oxidation and remains active in its metallic form". Palladium verhandel teen $805/oz en platinum $919/oz.

Op die internet

Riot police block Venezuela's 'Grandparents' March' - CNN.

There Are Now More Indexes Than Stocks - Bloomberg.

Don't Show President Trump This Chart - Mexican Manufacturing Edition - Zero Hedge. GE's Immelt wants to double purchases from Mexico: nation's president - Reuters.

An Epic Trading Take From Norway - Zero Hedge. "Trading is a tough game. You are competing against some incredibly smart people."

Stockman: Trump's Tax Plan Never Had a Chance - Daily Reckoning.

Trader: "The Bigger Picture On Oil Is Far More Negative" - Zero Hedge. Dit is onwaarskynlik dat die olie prys enige rigting sal gaan behalwe sywaarts. OPEC is van min belang.

Why Tesla's Solar Roof Is Just Another Giant Taxpayer Gift To Elon Musk - Zero Hedge.

Why historic floods are ravaging Canada - Popular Science. Waarom gebruik die Britse kolonie nog duime?

Bitter Compounds Could Be The Future of Preventing And Treating Asthma - Science Alert.

EV Conversion: a Lithium prescription for your car - Electrek.

10 things you didn't know about Christina El Moussa - Fox News. "She's also planning a big trip to South Africa."

Op die internet - Suid Afrika

Welcome to the future of SA's water supply - desalination plants - Times Live. As die R300M koste oor 20 jaar afgeskryf word, is dit R4.1/kL, wat goed vergelyk met munisipale water tariewe.

Sassa backs down on reversal of R317m CPS payment - BusinessLive.

Public protector probes RAF over 'maladministration' - Fin24. Road Accident Fund.

Breaking: Molefe will return to Eskom as CEO - Fin24. Op-Ed: Eskom, a slow-moving train wreck - Daily Maverick.

Donderdag 11 Mei 2017

Suid Afrika aandele

Die JSE het -0.23% laer gesluit. Die Rand/$ is sterker op R13.36. Brent olie is op na $51.05. Die goudprys is op na $1224.06.

Groot stygings: Telkom +3.4% na R78.38, Liberty +3.4% na R106.45, Greenbay +3.0% na R1.74, Tsogo Sun +2.7% na R25.57.

Groot dalings: Datatec -7.2% na R56.50, Reunert -3.1% na R68.00, LifeHC -3.1% na R29.29 (R250M), Capitec -2.7% na R749.00.

Telkom (TKG) verwag vir die jaar tot Maart dat die wVPA +110% tot +130% hoër sal wees, of +0% tot +20% hoër sonder laasjaar se skeidings en aftree pakket koste.

Kumba (KIO) verwag vir die 6m tot Junie dat die wVPA meer as 20% hoër sal wees as R9.41 (dit was R17.73 vir die 6m tot Des).

Allied Electronics (AEL, AEN) se inkomste vir die jaar tot Feb was -3.3% laer, en vwVPA 71c teenoor -143c of +126c voortgeset 'n jaar gelede.

Datatec (DTC) verwag vir die jaar tot Feb dat inkomste -5.7% laer sal wees, en wesens VPA $0.02 teenoor $0.193 'n jaar gelede, weens 'n swak vertoning van Westcon-Comstor (Datatec wil 'n aandeel in Westcon vir meer as US$800M verkoop, wat 13% van Datatec se omset is).

Mondi se onderliggende bedryfs wins vir die 3m tot Maart was -6% laer as 'n jaar gelede, en +12% hoër as die 3m tot Des.

Omnia takes majority stake in Umongo for R780m - Engineering News. Dit is 4.6% van Omnia se omset.

Violent protestors demand 1 500 new jobs from struggling Lonmin - Engineering News.

Op die internet

The One Investment Truth That Never Changes - Talk Markets. Die aandele mark word oorheers deur kort termyn spekulasie deur mense wat probeer om vinnig geld te maak. Aandele word op en af gejaag, aangeblaas deur die dekking van finansiële TV kanale. Lang termyn beleggings wat die wisselvalligheid oorkom gee 'n meer betroubare opbrengs.

Stagflation Builds As US Producer Prices Spike Most In 5 Years - Zero Hedge.

Neighborhoods subjected to deadly air quality can finally fight back - Popular Science.

How we finally figured out the color of dinosaur feathers - Popular Science.

A new all-electric and autonomous cargo ship is planned for operation in 2018 - Electrek.

Op die internet - Suid Afrika

Warning issued that nuclear ruling may pose risk to legality of IPP programmes- Engineering News. Nersa may probe whether Eskom’s refusal to sign renewables PPAs contravened licence - Engineering News. Wie gaan betaal vir al die projekte? Eskom moet ophou om geld uit te gee op meer kapasiteit.

Wall Street goes sour on rand as JPMorgan cites rising risks - Fin24. Gedurende Maart het Suid Afrika R11.435B se netto kapitaal uitvloei gehad (R101.234B uitvoer - R89.799B invoer). As die kapitaal uitvloei ophou, kan die Rand versterk. Suid Afrika se handel is taamlik goed gebalanseer. Die klaarblyklike R7.52B olie invoer vir Maart word uitgebalanseer deur R5.79B steenkool uitvoer. Die prys van goud en platinum uitvoere verander nie soos ander kommoditeite nie. Motors word uitgevoer en ingevoer. Hoe meer skuld 'n land het, hoe hoër is die risiko verbonde aan die geld eenheid. Die VSA het al vir dekades 'n kapitaal invloei, wat die dollar versterk het, en die skuld het die ekonomie aan die gang gehou. Dit is soos 'n pyramide skema, omdat die skuld vir verbruik aangewend word, en min bydrae tot ekonomiese groei.

South African salaries in 2017: what people earn - BusinessTech.

Manufacturing sector expected to contract - analyst - Fin24. Die sogenaamde groei van 0.3% is gebaseer op die amptelike inflasie syfer. As inflasie eintlik 2% hoër is, het dit -1.7% gekrimp. Mense neem aan inflasie is presies wat die regering verklaar tot 0.01% akkuraatheid, terwyl dit nie oorneemstem met enige ander aanduiding van inflasie nie.

The universal quest for inclusive growth - Fin24. "Education and skills development, including through lifelong learning, must become a priority". Die meerderheid verstaan niks, behalwe: sien welvaart, wil welvaart hê.

A closer look at the new multi-billion rand precinct going up in Joburg - BusinessTech. "13,000 square metre mall planned".

Woensdag 10 Mei 2017

Suid Afrika aandele

Die JSE het +0.15% hoër gesluit. Die Rand/$ is sterker op R13.43. Brent olie is op na $50.20. Die goudprys is op na $1221.05.

Groot stygings: GFields +5.6% na R45.50, Implats +5.3% na R43.85, Sibanye +5.2% na R27.50, AngGold na 4.1% na R147.70 (R337M), Amplats +2.9% na R318.90, Remgro +2.5% na R225.95.

Groot dalings: Aveng -4.0% na R5.05, South32 -3.5% na R27.20, Ascendis -3.0% na R24.75, Grindrod -2.5% na R11.50, Steinhoff -2.2% na R682.0 (R764M), Shoprite -2.1% na R196.00 (R653M).

Op die internet

It’s too hard to find a good active fund manager, so don’t bother trying, Morningstar says - Market Watch. Groot fondse besit aandele in so baie maatskappye dat hulle nie die indeks kan klop nie.

Something Big Changed In The U.S. Gold Market In 2017 - Talk Markets. "U.S. gold exports have nearly doubled during JAN-FEB 2017 versus the same period last year". China druk baie geld. Ander lande met baie skuld moet een of ander tyd geld druk.

26 photos that show what popular tourist attractions are really like — and they're not as idyllic as you’d think - Business Insider UK.

Amazon trounces rivals in battle of the shopping 'bots' - Reuters.

Tesla releases details of its solar roof tiles: cheaper than regular roof with ‘infinity warranty’ and 30 yrs of solar power - Electrek. Volgens 'n voorbeeld wat gegee word sal dit 30 jaar se elektrisiteit kos om daarvoor te betaal. Gewone sonpanele kos so min as R8/W (sonder installasie). As dit 1.8kWh per jaar gee (70% son), teen 'n besparing van R1.50/kWh, sal dit 3 jaar neem om af te betaal. Installasie en 'n omsetter na 230V sal langer neem om af te betaal. Stof op die dak sal gereeld afgespuit moet word. Die afspuit van oppervlaktes word deur waterbeperkings belet, sonder spesiale toestemming.

Baltimore Has Become A Rotting, Decaying War Zone Amid Raging Opioid Epidemic - Zero Hedge. Amerikaanse transformasie.

What Congress can learn from Kansas’s failed tax experiment - Vox. "So there was suddenly a big incentive for people to find a way to reclassify their income as business income". Goeie idee.

Moodys Slashes Ratings On 6 Canadian Banks, Fears Asset-Quality Deterioration, Soaring Household Debt - Zero Hedge.

Op die internet - Suid Afrika

Reducing the burden of the new wealth tax - Fin24. Zuma moes gesê het dat hy Gordhan afgedank het weens die rykdom belasting. Hou sou skielik gewild geword het.

SABC wants you to pay a TV Licence for your smartphone and PC – Report - Mybroadband. DStv must collect TV Licence fees for us – SABC - Mybroadband. Die lisensie was ingebring toe die SAUK die enigste uitsaaier was. Dit het sin gemaak. Dit maak al vir 30 jaar nie sin nie.

Government looking at scrapping K53 driver’s test: report - BusinessTech.

Transnet bond auction fails to entice - Moneyweb.

Dinsdag 9 Mei 2017

Suid Afrika aandele

Die JSE het +0.89% hoër gesluit. Die Rand/$ is swakker op R13.59. Brent olie is af na $49.12. Die goudprys is af na $1217.70.

Groot stygings: Brimstone +20.% na R13.25, Liberty2D +4.8% na R9.85, Kumba +4.7% na R154.92, Exxaro +4.0% na R106.06 (R234M), South32 +3.8% na R28.18, Naspers +3.1% na R2689.70 (R2787M)(Tencent +2.45%).

Groot dalings: AngGold -3.9% na R141.92 (R361M), Foshini -2.5% na R149.23, Truworths -2.3% na R78.70 (R309M), Massmart -2.2% na R125.49.

Netcare (NTC) verwag vir die 6m tot Maart 'n wesens VPA van 105.7c tot 109.3c, +17.0% tot +21.0% hoër (weens 'n indeks ruil instrument wat verband hou met eiendoms huur kontrakte van die Verenigde Koninkryk se bedrywighede), of verstel -9.0% tot -13.0% laer na 79.2c tot 82.8c.

Op die internet

When it comes to investing, the ‘Greatest Generation’ is also the luckiest - Market Watch.

America has a water crisis no one is talking about - Vox.

Van Twitter: Marie Le Conte @youngvulgarian: "can't believe what the EU has planned for the next stage of the Brexit negotiations": prent

U.S. Federal Government Spending is Now a Single, Unified Data Set - Visual Capitalist. Behalwe vir die oorbesteding op verdediging, lyk omtrent alles na sosiale dienste.

Tesla battery researcher says they doubled lifetime of batteries in Tesla’s products 4 years ahead of time [Updated] - Electrek.

Op die internet - Suid Afrika

INFOGRAPHIC: Employment Equity stats at a glance - Fin24. As die ANC daarin slaag om die blankes uit die ekonomie te druk, sal die ekonomie waarskynlik verder krimp. Die ekonomie is naastenby eweredig aan die aantal blankes, soos aangedui in onderstaande grafiek:


Oops. Much vaunted 'Homo Naledi' find not nearly as old as thought - BusinessLive. "The dating shows the species to be surprisingly young — between 335‚000 and 236‚000 years old.". New Evidence of Mysterious Homo naledi Raises Questions about How Humans Evolved - Scientific American.

Prasa unveils ‘people’s train’ and promises rail transport improvement - BusinessLive. "Zuma said the state would proceed with a planned R173bn infrastructure spend". Gaan dit die regerings skuld van R2000B met 8% verhoog? "Hundreds of Prasa coaches are vandalised or burned annually".

The most fuel efficient cars in South Africa right now - BusinessTech.

Eskom’s government guarantee tops R200bn - Fin24.

Gov’t said to reverse course on TV encryption - TechCentral. Enkripsie maak net sin as kykers 'n inteken fooi betaal. As adverteerders dit befonds, maak enkripsie die toerusting duurder, en beperk die teiken mark. “E-government services can only be delivered in home language and geographically specific form, with [set-top boxes] that have functional conditional access/encryption chips.” Geografie is op sigself beperkend, want dit is uitsendings van antennas op aarde na stede en dorpe. Waarom enkripsie nodig is vir taal is onduidelik. Of enkripsie beter inhoud toelaat is twyfelagtig. Enkripsie kon baie nuttig gewees het om die diefstal van TVs uit te skakel, maar die regering sal nie dit doen nie.

Australian company sues SA environmental lawyers for defamation - Fin24.

The ‘invisible hand’ of economic growth - Moneyweb. Banke gee nie lenings op 'n huis nie, tensy die aansoeker bewys van inkomste het. Die 8 jaar beperking op die verkoop is om te verhoed dat mense aansoek doen vir huise bloot om dit te verkoop teen 'n wins. Dit sou beter wees om staats behuising te vervang met gratis erwe, en die opleiding van plaaslike inwoners sodat self hul huise kan bou, en self betaal daarvoor. 'n Ekonomie bestaan uit mense wat hulle dienste, soos die lê van stene, aanbied aan ander inwoners in ruil vir geld. Gratis behuising maak nie 'n ekonomie nie.

Maandag 8 Mei 2017

Op die internet

Eating cheese does not raise risk of heart attack or stroke, study finds - The Guardian. Wine and cheese make you smart and healthy, according to new studies - Market Watch. "that the study was funded in part by three dairy organizations, which obviously have a vested interest in positive results".

Donald Trump's ignorance is becoming more evident with each passing day - The Guardian.

The Cathode is the Key to Advancing Lithium-Ion Technology - Visual Capitalist.

Old mice given THC did better on memory tests - The Verge. "Old mice given THC, the active ingredient in marijuana, did better on learning and memory tests — though young mice did worse".

Banksy's giant Brexit mural shows a man removing a star from the EU flag - Business Insider UK.

I'm facing jail time after laughing at Jeff Sessions. I regret nothing. - Vox.

OPEC is out of options: How low can oil prices go? - CNN. Market Mocks OPEC Crude Jawboning; Morgan Stanley Warns Of Risks To 2018 Oil Price - Zero Hedge.

London House Prices Face Perfect Storm As Brexit Risks Rise - Talk Markets.

Op die internet - Suid Afrika

Mailbox: Could SA land seizures be a repeat of 1960s Transkei farms mess? - Biznews.

Search & filter 2,726 reviews about SA Post Office - Hellopeter. Klaarblyklik verdwyn oorsese pakkette omdat doeane dit terughou, sonder om enigiemand te verwittig van dokumentasie wat benodig word. En die doeane afdeling reageer nie op navrae nie.

Western Cape dam levels drop to 20% - Engineering News.

Opinion: How SA can experience its own economic revolution - Fin24. Die ekonomie sal nie ontwikkel sonder 'n verandering van die politieke stelsel nie. Die ekonomie het slegs ontstaan omdat Europeërs na 'n kolonie getrek het wat 'n blanke regering gehad het.

New data paints a scary picture for South Africa’s car industry - BusinessTech. "Total sales plummeted 13.4%, with only 34,956 new vehicles sold – the lowest sales performance since December 2009".

Eskom threatens power cuts to Zim, which owes millions - Fin24.

Suid Afrika aandele

Die JSE het +0.22% hoër gesluit. Die Rand/$ is swakker op R13.56. Brent olie is af na $49.29. Die goudprys is af na $1228.93.

Groot stygings: BarWorld +5.3% na R117.40, Hulisani +5.3% na R10.00, Lonmin +4.1% na R19.60, Raubex +4.0% na R24.95 (R3.5M), RedefInt +3.3% na R6.67.

Groot dalings: Oceano -7.6% na R92.69, Amplats -2.8% na R305.68, Harmony -2.6% na R28.82.

Tsogo Sun (TSH) verwag vir die jaar tot Maart dat inkomste +7% tot +9% hoër sal wees, en verstelde wVPA +5% tot +7% hoër.

Murray & Roberts (MUR) verwag vir die jaar tot Junie 'n wVPA wat meer as -20% laer sal wees. Die verkoop van die Infra Struktuur en Gebou platform sluit die Midde Ooste besigheid uit, wat verkoop word.

Calgro M3 (CGR) verwag vir die jaar tot Feb 'n wesens VPA van 131.69c tot 134.47c, -3.23% tot -5.23% laer. Lae handel.

Raubex (RBX) se inkomste vir die jaar tot Feb was +13.6% hoër (+5.0% vir 2de helfte), en vwVPA -13.6% laer na 200.2c (-44% na 70.4c vir die 2de helfte). Lae handel.

Redefine (RDF) se uitkering vir die 6m tot Feb maak die jaar huur opbrengs (44.3c+44.82c)/R10.86 = 8.2%. Groei van 7% tot 8% word vir die jaar tot Aug 2017 verwag.

AngloGold (ANG) se verstelde VVRBWA ("EBITDA") vir die 3m tot Maart was -17% laer as 'n jaar gelede.

Germany’s Aton lifts stake in Murray & Roberts to almost 30% - BusinessLive.

MTN set to pump billions into Iran - TechCentral.

Sondag 7 Mei 2017

Op die internet

Macron handily wins French presidential election—seen as an upbeat sign for the stock market - Market Watch.

Venezuelan Women March on Caracas Against 'Repression' - Time.

"The Crisis Has Become Pandemic" - System To Collect Defaulted Student Loans Is No Longer Functioning - Zero Hedge.

Op die internet - Suid Afrika

Land must be returned now - Cyril Ramaphosa - News24. "Government must not give land back and standby. Government must work with people hand in hand to support them". Volgens Rural Livelihoods (1999) was Transkei se landbou produksie R373.2M. Dit was 0.82% van Suid Afrika se R45,665M landbou produksie (Agricultural Statistics). Die landbou produksie verdeel deur die 3.57M bevolking was R105 per jaar per persoon. Landbou het 1.2% van huishoudelike inkomste uitgemaak. Daarom sal die swartes betaal moet word om op die Khoisan grond te boer.

SABC needs mega bailout - Fin24. Dis duidelik dat die ANC hopeloos te onbekwaam is om enigiets te bestuur. 'n Ramp wat plekke soek om te gebeur.

Suid Afrika aandele

How SA property stocks proved to be a winning investment over the past 20 years - BusinessTech. Gedurende die daling in reële opbrengs van 1983 tot 1998 was inflasie +12.2% per jaar (R1 sou in 16 jaar R6.32 geword het). Eiendom het nie voldoende beskerming verleen teen die hoë inflasie nie.

The biggest fast food franchises in South Africa in 2017 - BusinessTech.

Hertz Losing Out Bigtime To Uber & Lyft - Shares Down 73% Since Launch Last July - Here's Why - Talk Markets. Imperial se motor verhuring is relatief klein, met voertuig kleinhandel, verhuring en naverkoop onderdele 34% van die inkomste. Voertuig invoer, verspreiding en handelaars is 23%.

Saterdag 6 Mei 2017

Op die internet

Warren Buffett live blog recap: Berkshire Hathaway annual meeting - Market Watch.

Self-Sabotage: What Are US Oil Producers Thinking? - Wolf Street.

Doug Casey On The End Of Western Civilization - Zero Hedge. Een moontlike rede vir die agteruitgang van beskawings is dat "oorlewing van die fiksste" verdwyn. Die dommes en armes vermenigvuldig in die ideale toestande wat geskep word, hulle neem die regering oor, en sosialisme begin die ekonomiese verswakking.

Op die internet - Suid Afrika

Why Netflix is winning the online piracy wars - Moneyweb. Netflix se maandelikse inteken ($7.99 tot $11.99) is goedkoop relatief tot die koste van hoë spoed onbeperkte internet toegang. Onwettige kykers spaar nie veel nie. Netflix bied Ultra HD vir $11.99 per maand, wat DSTV nie bied nie.

Tesla has a lot more in store than the Model 3 - Moneyweb.

Vrydag 5 Mei 2017

Op die internet

Los Angeles Home Prices Have Soared in 2017 - Mansion Global.

China makes inferior clone of A320 but Boeing expects 2030 iteration to be competitive - NextBigFuture. As China alles maak wat ontwikkelde lande doen, en goedkoper, kan dit die sterk geld eenhede van ontwikkelde lande afbring. Die aanvraag na minerale weens 'n hoër vlak van ontwikkeling kan die geld eenheid van uitvoer lande sterk hou.

Goldman says oil prices on the brink of ‘capitulation’ - Market Watch.

Chart: The Downfall of Canada’s Largest Alternative Mortgage Lender - Visual Capitalist. Totale huis lenings in Kanada is 1420 biljoen (Canadians owe this much in mortgage debt), wat Home Capital Group se $26.4B lenings 1.9% maak (afhangende van watter dollar dit is).

China’s War on Debt Causes Stocks to Drop, Bond Yields to Shoot Up and Defaults to Rise - Netral News.

“I’ve never seen anything like this": progressives see huge donation spike after AHCA vote - Vox. Het die VSA te veel demokrasie?

The Netherlands is developing self-healing roads that fix potholes automatically - Inhabitat.

Suid Afrika aandele

Die JSE het +0.32% hoër gesluit. Die Rand/$ is sterker op R13.49. Brent olie is af na $49.49. Die goudprys is af na $1229.17. Iron ore prices at Chinese ports fall below $60 amid futures, steel drops - Metal Bulletin. Op 'n lang termyn grafiek lyk dit of die prys kan terugkeer na $40, alhoewel $50 tot $60 is moontlik meer volhoubaar (voor 2000 was die prys privaat onderhandel, en nie publiek genoteer nie):


Precipitous platinum price plunge putting entire industry at risk - Engineering News. Die Rand platinum prys is nou $909 x R13.46 = R12,240, teenoor R14,120 vir die 2de 6m van 2016. Van 4 Mei 2017: New car sales plummet by 20 per cent in April (UK) - AutoExpress UK: "Diesel cars took a bit hit in April, with demand down by 27.3 per cent". Van 3 Mei 2017: UPDATE 1-German diesel car sales drop 19 pct, lose market share - KBA - Reuters: "sales of diesel-powered vehicles dropping 19 percent as politicians debate imposing bans on diesel cars being driven in certain areas or refitting older engines with better emission controls to tackle pollution". Van 18 Junie 2015: Buyers give diesel cars a miss, share in passenger vehicle sales down to 34% - Business Standard. Nie goed vir platinum nie.

Groot stygings: Anglo +3.1% na R179.38 (R738M), South32 +2.7% na R27.22, Pan-Af +2.7% na R2.69, Bidcorp +2.5% na R289.00, Glencore +2.3% na R50.05 (R391M).

Groot dalings: PPC -5.2% na R5.70, Kumba 04.2% na R148.91 (R364M), Truworths -4.1% na R79.15 (R522M), Curro -4.0% na R44.36, Exxaro -3.9% na R102.80.

Adcorp (ADR) verwag vir die jaar tot Feb 'n wesens verlies per aandeel van -23c tot -33c, en genormaliseerde VPA van 84c tot 94c. Lae handel. Die aandeel prys daal al die afgelope maand.

Dis-chem (DCP) verwag vir die jaar tot Feb 'n wesens VPA van 72.6c tot 75.7c. Dan is die prys/verdienste rondom R24.00/~74.15c ~ 32.

Holdsport (HSP) se verkope vir die jaar tot Feb was +5.9% hoër, en wVPA -11.5% laer na 489c, of kern -10.9% laer na 489c. Die prys/verdienste is R61.45/489c = 12.6. Die dividend opbrengs is (130c+220c)/R61.45 -20% = 4.6%. Gewoonlik min handel.

Op die internet - Suid Afrika

Why the government faces a tough time keeping private dagga use in SA illegal - BusinessTech.

With 95% Unemployment Rate Robert Mugabe Insists Zimbabwe Is Not Fragile - Forbes. "Effectively, in the modern sense, Zimbabwe doesn't actually have an economy any more". Mugabe’s presence, remarks at WEF spark anger - The Citizen. Wie is verantwoordelik vir die klugspel? Wikipedia: "The World Economic Forum (WEF) is a Swiss nonprofit foundation, based in Cologny, Geneva. The foundation is funded by its 1,000 member companies, typically global enterprises with more than five billion dollars in turnover (varying by industry and region)".

Fear of jobs bloodbath in SA over automation - Fin24. As robotte goedkoper is as mense, is daar 'n netto wins vir die ekonomie, ten spyte van groter werkloosheid. Die groter probleem is dat die lae inkomste groep en werkloses baie meer uit die ekonomie neem as wat hulle insit, en dit word al erger. As dit nie was vir die ongeskooldes nie sou die blankes 'n veel hoër lewens standaard gehad het. In Australië is die gemiddelde loon R66,400 per maand.

Donderdag 4 Mei 2017

Op die internet

The Greatest Ponzi Scheme in History - Daily Reckoning. (China)

EU plans to ease derivatives rules in bid to boost economy - Reuters. Transaksie kostes is te hoog.

Cheating Britain Out of Europe - Project Syndicate. Parlement het nie 'n mandaat gehad om Brexit te wettig nie, want die parlements lede was nie verkies op grond daarvan nie.

Earth Overshoot: How Sustainable Is Population Growth? - Zero Hedge.

"A Nightmarish Picture For Iron Ore Prices" Has Emerged, Axiom Warns - Zero Hedge.

Should Taxpayers Be Fleeced Forever Because Of The Deficit? - Talk Markets. Die rente koste van VSA regerings skuld was $432.6B in 2016 (TreasuryDirect). Dit werk uit op $144 per maand per volwassene. Oor tien jaar is dit $17,300 per volwassene, genoeg om vir almal 'n klein motor te koop elke tien jaar (The Car Connection). Die regerings skuld van $20 triljoen werk uit op $160,000 per huishouding van twee volwassenes, wat genoeg is vir omtrent 'n 120m² huis.

California seeks to tax rocket launches, which are already taxed - Arstechnica. 'The proposal says that California-based companies that launch spacecraft will have to pay a tax based upon "mileage" traveled by that spacecraft from California'.

As 'n mens op Google 'n soektog begin met "Macron", is die eerste voorstel "macron wife age", klaarblyklik wat die meeste mense wil weet.

Suid Afrika aandele

Die JSE het -0.34% laer gesluit. Die Rand/$ is swakker op R13.58. Brent olie is af na $49.59. Die goudprys is af na $1230.07. Groot handel in MTN en FirstRand. Iron Ore Prices: Benchmark index falls to $65 per tonne cfr China - MetalBulletin.

Groot stygings: AB Inbev +6.8% na R1610.06 (R509M), Clover +4.8% na R16.11, M&R Hold +3.1% na R13.52, Fambrands +2.8% na R147.00, Richemont +2.6% na R116.00 (R425M).

Groot dalings: Kumba -4.4% na R155.50 (R336M), FirstRand -4.0% na R48.02 (R1182M), Ascendis -3.9% na R25.00, MTN -3.7% na R119.00 (R2402M), AngGold -3.4% na R149.43, Anglo -3.0% na R173.94.

Esor (ESR) verwag vir die jaar tot Feb 'n wesens verlies per aandeel van -22.96 tot -25.84c. Daar was 'n R102M verlies op die Northern Aqueduct pyplyn projek vir eThekwini, met R48M sover in versekering teruggekry.

Premier Food and Fishing (PFF) se inkomste vir die 6m tot Feb was +7.2% hoër, en vwVPA +33% hoër na 12.7c. Die prys/verdienste is R4.60/(27.2c+12.70c) = 11.5. Geen handel.

Pioneer Food Group (PFG) verwag vir die 6m tot Maart 'n wesens VPA van 233c tot 261.5c, -53% tot -58% laer, of verstel 242.2c tot 267.0c, weens mielies en vrugte wat grootliks nie herhalend is nie. 'n Verbetering word vir die 2de helfte verwag.

Anheuser-Busch Inbev (ANH) se 1ste kwartaal inkomste was +3.7% hoër, en genormaliseerde VPA op van $0.51 na $0.74. Dit is 'n ekwivalente prys/verdienste van R1610.06/~(4x$0.74xR13.58) ~ 40.

MTN users slam service after data network goes down - EWN.

Op die internet - Suid Afrika

Gauteng to spend R46-billion on infrastructure projects - Engineering News. Sy idee van infra-struktuur is om gratis huise uit te deel, en dan sommer ook gratis onderwys, gratis gesondheids dienste, gratis vervoer, en gratis sport geriewe te verskaf. Die mense trek na die stede weens 'n bevolkings ontploffing, en ook verminderde werkgeleenthede weens die blanke ontvolking van die platteland onder die nuwe politieke bedeling, insluitende die vermindering van blanke boere.

SA Post Office will be government’s “radical challenger” to big four banks - BusinessTech. Hulle kan nie oorsese pakkette aflewer nie, maar voel lus nog iets op te neuk.

DEOD TV launched in South Africa – Pricing and package details - Mybroadband.

Municipalities to feel the heat as Nersa caps electricity prices - Mybroadband. "Nersa ruled on a cap at 1.88% for the 2017/18 financial year". Munisipale belasting sal opgaan, sodat huis eienaars vir almal se elektrisiteit betaal.

SA rate-hike end doesn’t mean cuts to start, warns SARB - Fin24. So die laer krediet gradering na gemors status het geen invloed op rentekoerse nie?

PetroSA's future in question as board seeks business rescue - BusinessLive. "The state-owned oil company faces R2.2bn loss in year to March". Transformasie = onbekwaamheid + korrupsie.

National laboratory service suspends yet another official - BusinessLive. Transformasie = onbekwaamheid + korrupsie.

New smartphone player quietly enters SA with cheap devices - Fin24.

Woensdag 3 Mei 2017

Op die internet

Opinion: The stock market’s earnings recovery is an illusion - Market Watch.

Opinion: 5 signs a consumer slowdown may kill this stock-market rally - Market Watch. Kleinhandel verkope het baie opgegaan: MacroTrends.

Chinese Commodities Crash Limit-Down As Wealth Management Product Issuance Collapses - Zero Hedge.

Where US Manufacturing Jobs Really Went - Project Syndicate. En al verloor die VSA fabriek werk weens goedkoper arbeid in ander lande, betaal produkte wat die VSA aan die lande verkoop in ruil beter salarisse. Vir die VSA om alles self te vervaardig, is soos 'n hoogs betaalde persoon wat self sy huis verf, in plaas van goedkoop arbeid te gebruik.

Gene-Editing Technology Has Successfully Targeted Cancer's "Command Centre" - Science Alert.

Here's Why Bottled Water Is One of The Biggest Scams of The Century - Science Alert.

The pound has dropped sharply after Theresa May accused the EU of trying to influence the general election - Business Insider UK.

Puerto Rico Files For Bankruptcy Protection In Largest Ever US Municipal Debt Restructuring - Zero Hedge.

McDonald's accused of overcharging and deceiving franchisees - Fin24.

You won’t believe the interior of Japan’s jaw-dropping new train - Inhabitat.

Op die internet - Suid Afrika

New Fica bill finds its teeth - Moneyweb. Biljoene mense wêreldwyd se vryheid word beperk, en tyd gemors weens 'n terroriste aanval in die VSA dekades gelede. In Suid Afrika is daar 18,000 moorde per jaar (450,000 sedert 1994), teenoor 0 terroriste aanvalle. Was enigiemand al gevang vir 'n misdaad danksy FICA inligting?

Court orders Astral to pay Eskom directly - Moneyweb. Transformasie = onbekwaamheid + korrupsie.

New Netflix competitor will have 5 sports channels in South Africa - Mybroadband. “DSN will deliver player, coach, and team news across major sports – from Olympic Games, world cups, football leagues from around the world, US sports, and more”.

BBM launches DiscoverTV in South Africa - Mybroadband. BlackBerry Messenger?

Bid to topple Zuma leaves opposition in catch 22 - Fin24. "Opposition parties trying to get Jacob Zuma to resign are in a conundrum: if they bring down an unpopular president they may lose their best chance to win the next election".

Suid Afrika aandele

Die JSE het -0.61% laer gesluit. Die Rand/$ is dieselfde R13.35. Brent olie is af na $50.37. Die goudprys is af na $1248.18.

Groot stygings: Octodec +4.0% na R24.45, Ascendis +2.8% na R26.00, AngGold +2.4% na R154.76 (R205M), CMH +2.3% na R22.00, Supergrp +2.1% na R37.62.

Groot dalings: Northam -6.8% na R46.68, Amplats -5.8% na R311.00 (R235M), Clover -5.4% na R15.37, Kumba -5.3% na R162.68, ARM -5.1% na R81.00, PPC -4.9% na R6.01, Glencore -4.0% na R49.11 (R555M), BarWold -3.9% na R113.88, MrPrice -3.9% na R150.25 (R358M).

Life Healthcare (LHC) verwag vir die 6m tot Maart 'n wesens VPA van 27.9c tot 23.3c, -70% tot -75% laer, hoofsaaklik weens die verkryging van Alliance Medical, en eenmalige items wat verband hou met die belegging in Pole.

MTN (MTN) het vir die kwartaal tot Maart totale groep inkomste groei van +7.1% gehad, met +4.1% dienste groei in Suid Afrika, en +11.6% totale inkomste in Nigerië. Dit is teen konstante wisselkoers. Baie van die lande het vallende geld eenhede weens hoë inflasie. Groei syfers sonder in ag neming van inflasie beteken niks.

Dinsdag 2 Mei 2017

Suid Afrika aandele

Die JSE het +0.18% hoër gesluit. Die Rand/$ is sterker na R13.30. Brent olie is af na $51.26. Die goudprys is af na $1254.99. Iron ore futures are roaring ahead - Business Insider Australia. "closing last night at $US68 per tonne". Lyk eerder na 'n klein herstel op 'n afwaartse pad.

Groot stygings: Zeder +4.5% na R7.49, Omnia +3.9% na R165.48, Mpact +3.5% na R31.90, Santam +3.5% na R255.98, Bidvest +3.3% na R164.79, Sappi +3.2% na R102.49.

Groot dalings: Anglo -3.9% na R184.46 (R920M), Sibanye -3.5% na R26.10, Glencore -3.4% na R51.15 (R317M), Imperial -3.0% na R164.00.

Coronation Fund Managers (CML) verwag vir die 6m tot Maart 'n vwVPA van 206.7c tot 229.7c, 0% tot -10% laer.

Sovereign Foods (SOV) verwag vir die jaar tot Feb 'n verlies per aandeel van -42c tot -54c. Baie min handel.

Octodec Investments (OCT) se 6m huur uitkering maak die 12m opbrengs (103.1c+104.84c)/R23.83 = 8.7%. Groei van omtrent 6% word verwag tot Aug 2017. Lae handel.

Reinet Investments (REI) se netto bate waarde was €6004M op 31 Maart 2017 (wat omtrent €30.63 /10 xR14.59 ~R44.7 per JSE deposito bewys is). Reinet verhandel nou teen R31.02.

South Africa's April new vehicle sales down 13.4 percent year/year - Reuters Africa.

Op die internet

Restricting Your Sodium Intake Does NOT Reduce Your Blood Pressure, Researchers Find - Twisted News.

U.S. Auto Sales Plunge Dramatically As The Consumer Debt Bubble Continues To Collapse - The Economic Collapse. Voor die 2008 instorting het voertuig verkope langer aangehou op die huidige vlak: MacroTrends.

Opinion: This is what the bull market’s last gasp looks like - Market Watch. Dit lyk nie of die VSA regering uit sy eie gaan ophou om skuld op te hoop nie. Op die skuld grafiek van MacroTrends lyk dit of VSA skuld moeilik nog hoër kan gaan. Iets anders kan ook die ekonomie en die aandeel mark sink, soos Trump se handels isolasie – hoogs betalende uitvoere word verruil vir laag besoldigde fabriek werk.

Op Twitter: gary corcoran @gary_p_corcoran: "The #Trump playbook Ruin your opponents, stiff the little guy and file bankruptcy when all else fails. It worked in business so why not now?"

Op Twitter: FOX Business @FoxBusiness: "Mnuchin on Tax Plan: Will pay for itself with growth, special interest cuts". (Voodoo economics)

Greece Reaches Bailout Deal with International Creditors - NYTimes. "The agreement — the culmination of months of talks — paves the way for the transfer of more than 7 billion euros of emergency funds to Athens". Vir al die aandag wat Griekeland kry, is hulle ekonomie en skuld baie klein in die Europese Unie. Regering skuld tot BBP (Bruto Binnelandse Produk) is 180%. Griekeland se regerings skuld was €69.477 biljoen einde 2014, en €57.164B einde 2016 (Eurostat). Dit kom af.

The US Department of Justice is literally prosecuting a woman for laughing at Jeff Sessions - Vox. 'prosecutors argue that “the laugh amounted to willful ‘disorderly and disruptive conduct’ intended to ‘impede, disrupt, and disturb the orderly conduct’ of congressional proceedings.”'

Op die internet - Suid Afrika

South Africa to miss digital migration deadline – again - Mybroadband. "South Africa could once again miss the deadline for digital migration due to “supply chain management irregularities” and “collusion issues” parliament’s portfolio committee heard on Tuesday."

SARB sees high risk of more credit downgrades - Fin24. As die regering verplig word om op te hou leen, sal dit positief wees. Die verwagte R162.4B rente wat die regering in die 2017/18 belasting jaar gaan betaal, kos elke huishouding van twee volwassenes R900 per maand. Oor 20 jaar werk die rente uit op R100,000 per volwassene, genoeg om vir almal 'n klein motor te koop.

7 lessons from long-term investment - Fin24. Die mees waardevolle les is hoe inflasie benut kan word met 'n lening op 'n huurhuis.

SA’s new racial sport quotas to be challenged in court - BusinessTech.

Minister admits South Africa’s oil reserves were sold, not ‘rotated’ - BusinessTech.

SA’s low growth self-inflicted - analyst - Fin24. Watse groei? As dit nie was vir die amptelike inflasie syfer wat rondom 6% gehou word nie, was ekonomiese groei al lankal negatief. Dit is onvermydelik dat die ekonomie krimp omdat blankes die land baie meer ontwikkel het as ander Afrika lande, en dit word nou omgekeer. Die bevolking lewe in 'n waan.

Russian mining company Norilsk Nickel to sue Botswana - Business Live.

Maandag 1 Mei 2017

Op die internet

45% Of Americans Spend Up To Half Their Income Repaying Credit Card Debts - Zero Hedge.

Tax Cuts – The Economic Growth “Cure All?” - Talk Markets.
Stockman Slams Trump's "Dead On Arrival" Tax Plan, Warns Wall Street's "Delusional" For Believing It - Zero Hedge.

Rental income just hit an all-time high. Here’s how that drives a wedge between ‘haves’ and ‘have-nots’ - Market Watch.

Juncker Reportedly Slams "Constructive" Meeting With UK's May: "She's Deluding Herself" - Zero Hedge.
U.K. Disputes German Media Report of Juncker Brexit Concerns - Bloomberg.

Trump Plays The Blame Game On U.S. Trade Deficits - Talk Markets.

Here’s What’s Interesting About The Twitter-Bloomberg Video Deal - Fortune.

The UK Just Switched on an Ambitious Fusion Reactor - and It Works - Science Alert.

The History of Tungsten, the Strongest Natural Metal on Earth - Visual Capitalist.

Op die internet - Suid Afrika

What a R2 million home looks like in Joburg, Cape Town, Durban and other major cities - BusinessTech. Baie dorpe het goedkoop huise weens die blanke ontvolking van die platteland, soos Vredenburg: 5 Bedroom House for Sale in Die Bult R1.9m, 7 Bedroom House for Sale in Vredenburg R1.9m. Plattelandse huise is ook moeilik om weer te verkoop.

Netflix refuses to pay the FPB’s R795,000 licensing fee - Mybroadband.

Stupid tech patent of the month – EFF - Mybroadband.

Hisense South Africa’s impressive factory in Cape Town - Mybroadband.

Setting up a sandbox – How to keep your PC safe from dodgy files - Mybroadband.


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