Saterdag 30 Sep 2017
Op die internet
India’s Government To Purchase 10,000 EVs From Tata Motors - Clean Technica.
Vrydag 29 Sep 2017
Op die internet
What's The Matter With Inflation? - Zero Hedge. 1. Solank die VSA invoer beskerming en subsidies gebruik teen goedkoop invoere sal die $ versterk, wat arbeid in ander land nog goedkoper maak, en inflasie afhou. Dit maak die hoë inkomste groep ryker, en die arbeiders wat nie kan meeding nie armer. 2. Hoë inflasie op sekere produkte, soos behuising, vloei deur na ander produkte. Dan verander die regering die inflasie mandjie na goedkoper produkte, wat die publiek moet koop omdat hulle nie meer die duur produkte kan bekostig nie.
US Oil Rig Count Rises Most In 3 Months - Zero Hedge. Hoe hoër die olie prys, hoe korter word die afstand wat afgelê moet word om elektriese voertuie ekonomies te maak.
The Canadian Economy Cools Down Quickly - Talk Markets.
What I’ve learned over 14 years of covering the ‘depressing’ — but crucial — topic of retirement - Market Watch.
VW takes new $2.9 billion hit from diesel scandal - Market Watch. "The bill for Volkswagen AG's diesel-emissions cheating scandal jumped by EUR2.5 billion ($2.94 billion) to just under $30 billion".
Biologists identify possible new strategy for halting brain tumors - Medical Xpress.
The Dangers of Demographic Denial - Project Syndicate.
Ditch the Carriers, Make Your Own Cell Network - Geek.
Op die internet - Suid Afrika
PetroSA makes R1.4bn loss in 2016/17 - Fin24.
SAA lives to fly another day. Gigaba taps National Revenue Fund in R3bn bailout. - Biznews.
Just Coal now blames radio host for R500 000 donation 'misperceptions' - Fin24.
South Africa is a hot property market for expats - BusinessTech. Nog 'n sinneloos lys. Singapore is te warm en strawwe belaglik. Norweë is te koud. Rykes sal hulle geld in Suid Afrika verloor deur belasting, soos die 40% insluitings koers op kapitaal groei (80% vir trusts).
What’s behind the rand selloff? - Moneyweb. "It’s not an SA-politics-and-economy game this time, but the US interest rate outlook".
The rush to leave South Africa is real – here is where people want to go - BusinessTech.
Suid Afrika aandele
Die JSE het +1.07% hoër gesluit. Die Rand/$ is dieselfde R13.53. Die goudprys is $1284 x R13.53 = R17,370 (gister $1285 x R13.53 = R17,390). Die platinum prys is $914 x R13.53 = R12,370 (gister $916 x R13.53 = R12,390). Iron Ore Becomes Punch Bag as China Concerns Drive 21% Collapse - Bloomberg. Of die prys het te veel opgegaan weens spekulasie. Gold Demand Surges As Price Suffers Worst Month Since November - Zero Hedge.
Groot stygings: Masplast +42% na R1.50, Aveng +12.8% na R2.90, Ansys +6.2% na R1.03, Zeder +4.8% na R5.85, Telkom +3.8% na R59.29.
Groot dalings: Mustek -4.1% na R4.70, Pan-Af -3.0% na R2.25, InvProp -2.8% na R15.40, Implats -2.5% na R31.00, SunInt -2.4% na R51.24.
Ansys (ANS) resultate: senspdf.
Sun International (SUI) se inkomste vir die 6m tot Jun was +19% hoër, en vwVPA -78c teenoor 87c 'n jaar gelede, of verstel 198c teenoor 280c 'n jaar gelede. Geen dividend was verklaar nie. senspdf.
Trencor (TRE) resultate: senspdf.
Buildmax (BDM) is steeds in onderhandelings senspdf. Lae handel.
Hwange Colliery resulate: senspdf. Lae handel.
Coal of Africa resultate: senspdf. Lae handel.
Accentuate (ACE) resultate: senspdf. Lae handel.
Bowler Metcalf (BCF) resultate: senspdf. Lae handel.
Donderdag 28 Sep 2017
Op die internet
Yale fellow, former Morgan Stanley chief economist: A correction looms - Market Watch.
Stagnation Is Not Just The New Normal - It's Official Policy - Talk Markets.
Scientists give 11 restaurant chains a failing grade for this - Market Watch. "Antibiotic use in livestock has been linked by scientists to the growing threat of antibiotic resistance".
6 of the 10 fastest-selling used cars in the US are electric plug-ins - Electrek. Tweedehandse petrol motors kan waardeloos word in die toekoms.
More than 52 million Americans live in economically distressed communities - World Socialist Web Site.
Suid Afrika aandele
Shoprite opens 14 new stores in one week - Fin24. Dit lyk of Shoprite die mededinging klop met laer pryse (omset +11.1% na R141B, Pick n Pay +7.1% na R79.18B, Spar +13.9% na R98.1B deels oorsee).
Op Business Day se Stockwatch word gesê dat Capitec te duur is, terwyl Discovery deur al die gaste opgehemel word. Capitec (CPI) verhandel op 'n prys/verdienste van R861.95/(1759c+1764c) = 24, met wins groei van 17%. Discovery (DSY) verhandel op 'n prys/verdienste van R140.30/721.5c = 19, met wins groei van 7.5%. In 'n armoedige Afrika land is daar 'n toekoms vir goedkoop bank dienste. Tensy Discovery se bank baie goedkoper is (onwaarskynlik) sal daar min rede vir mense wees op te skuif. Die toekoms vir duur mediese versekering lyk minder goed. 'n Minderheid hoë inkomste werknemers kan dit bekostig. Dit is onduidelik wat van private versekering sou word onder die ANC nasionale gesondheid versekerings plan.
Die JSE het -0.40% laer gesluit. Die Rand/$ is dieselfde R13.53. Die goudprys is $1285 x R13.53 = R17,390 (gister $1286 x R13.54 = R17,410). Die platinum prys is $916 x R13.53 = R12,390 (gister $922 x R13.54 = R12,480). Die yster erts prys is $62.43.
Groot stygings: Netcare +4.1% na R23.95 (R296M), Tongaat +3.6% na R113.97, Datatec +3.4% na R57.11.
Groot dalings: Aveng -8.2% na R2.57, Nampak -5.4% na R17.58, SunInt -3.4% na R52.49, Tsogo Sun -2.8% na R20.04.
Sun International (SUI) verwag vir die 6m tot Junie 'n wVPA verlies van -71c tot -85c. senspdf.
Holdsport (HSP) resultate: senspdf.
Netcare (NTC) voor-sluitings handels opdatering: senspdf.
Naspers (NPN) verhoog aandeel in Delivery Hero van Duitsland: senspdf.
Brainworks Ltd (BWZ) voornotering verklaring en aanbod: senspdf.
Op die internet - Suid Afrika
The true financial cost of Hurricane Jacob - Moneyweb. En die aandeel mark is oorprys.
JUST IN: It's about Tyme - SA has first new bank since 1999 - Fin24. SA het genoeg banke. Die ekonomie word oorheers deur 'n paar ou sektore, met min nuwe ontwikkeling.
Will Glencore’s electric dream become a metals market reality? - Miningmx. "Glasenberg said the impact of future EV consumption would have a profound effect on the demand of many of the minerals his company mines."
WATCH Joburg Today: Chaos at council meeting – EFF no show and ANC walks out - Middelburg Observer.
Woensdag 27 Sep 2017
Op die internet
The Illusion Of Prosperity - Zero Hedge.
This Chart Defines The 21st Century Economy - Talk Markets.
Why tax repatriation won’t jolt the U.S. dollar - Market Watch.
San Francisco Bay Area Pending Home Sales Plunge, California’s Drop too, and It’s Not a Blip - Wolf Street.
Battling belly fat: Specialized immune cells impair metabolism in aging - Medical Xpress.
CNBC Has Lowest Rated Quarter Since 1991 - Value Walk.
Amazon says Google has pulled YouTube from Echo Show device in tech face-off - Reuters.
Britain warns Boeing it might miss out on business over Bombardier row - Reuters.
Apple is being sued for patent infringement by a Native American tribe - Ars Technica.
VW's Scania truck firm fined €880m by EU for price fixing - The Guardian.
Suid Afrika aandele
Die JSE het +0.39% hoër gesluit. Die Rand/$ is swakker op R13.54. Die goudprys is $1286 x R13.54 = R17,410 (gister $1302 x R13.39 = R17,430). Die platinum prys is $922 x R13.54 = R12,480 (gister $926 x R13.39 = R12,400). Die yster erts prys is $70.06. Die goud prys beweeg omgekeerd met die Rand/$ wisselkoers, asof die prys in SA bepaal word. Vyftig jaar gelede sou dit sekerlik die geval gewees het.
Groot stygings: York +8.6% na R2.65, Novus +8.4% na R6.58, Telkom +5.1% na R57.90, Sappi +3.6% na R88.66, Anglo +3.0% na R238.18 (R479M), Exxaro +2.9% na R120.88.
Groot dalings: Aveng -10.3% na R2.80, SA Corp -5.2% na R4.96 (sonder dividend), MMI -5.1% na R17.65, ARM -4.7% na R100.07.
Capitec Bank (CPI) se inkomste van bedrywighede vir die 6m tot Aug was +15% hoër, en vwVPA +17% hoër na 1764c. Die prys/verdienste is R889.00/(1759c+1764c) = 25. Die dividend opbrengs is (800c+525c)/R889.00 -20% = 1.2%. senspdf
Pick n Pay feels the heat - Moneyweb. Die vraag is of mense wat geld leen om vir kruideniersware te betaal, kredietwaardig is.
Dinsdag 26 Sep 2017
Op die internet
Dow Jones And Crude Oil Reaching The End Of The Line - Talk Markets.
The Courage to Normalize Monetary Policy - Project Syndicate.
U.S. slaps steep duties on Bombardier jets after Boeing complaint - Reuters.
This man wouldn't hand over his iPhone and MacBook passwords at Heathrow Airport, and was convicted of a crime - Business Insider. In demokratiese lande moet die polisie 'n soektog lasbrief hê.
Dyson to Spend £1 Billion Making ‘Radical’ Electric Car - Bloomberg.
People just can’t stop crashing into GM’s ‘self-driving’ prototype cars - Electrek.
City dedicated to researching Mars colonisation unveiled at UAE Government Centennial meeting - The National UAE. Dit sou meer sin gemaak het om 'n gewone stad te bou wat koeler is as die woestyn.
Suid Afrika aandele
Die JSE het -1.4% laer gesluit. Die Rand/$ is swakker op R13.39. Die goudprys is $1302 x R13.39 = R17,430 (Vrydag $1296 x R13.21 = R17,120). Die platinum prys is $926 x R13.39 = R12,400 (Vrydag $934 x R13.21 = R12,340). Die yster erts prys is $70.94. Naspers het geval ten spyte daarvan die Rand meer verswak het (1.36%) as die val in Tencent se aandeel prys (-1.17%). Weereens 'n aanduiding dat die aandeel mark nie logies is nie.
Groot stygings: Rolfes +10.7% na R3.10, Mixtel +6.9% na 6.9% na R5.12, Northam +2.9% na R48.34.
Groot dalings: Telkom -7.0% na R55.10 (R217M), Grindrod -5.5% na R13.27, Aveng -5.5% na R3.12, Bidcorp -4.9% (R501M), Medclin -4.3% na R116.20, Naspers -3.2% na R2867.59 (R3490M) (Tencent -1.17%), Stanbank -3.0% na R157.72 (R663M), Anglo -2.5% na R231.20 (R509M).
York (YRK) resultate: senspdf
Sovereign (SOV) aanbod deur Bidco word onvoorwaardelik: senspdf
Aveng (AEG) se inkomste vir die jaar tot Junie was -31% laer, en wesens verlies per aandeel -R16.25c. senspdf
Pallinghurst (PGL) resultate: senspdf
Insimbi (ISB) resultate: senspdf
Winhold (WNH) denoteer: senspdf
Op die internet - Suid Afrika
SABC posts R977m loss - Fin24. Al die gratis en gesubsidieerde voordele wat swartes ontvang is nie volhoubaar met die tranformasie van 'n gedeeltelike ontwikkelde land gedurende apartheid na 'n armoedige Afrika land nie.
Maandag 25 Sep 2017
Suid Afrika aandele
I cancelled Virgin Active membership but it kept on taking my money - Guardian (Brait besigheid. Guardian het ook 23 Julie 2016 negatiewe berig gehad van 'n Virgin Active lid).
Op die internet - Suid Afrika
Why moving money offshore is more than a bet against SA - Moneyweb. Die Rand/$ het 6.53% per jaar verswak sedert 1990, en 7.4% die afgelope 8 jaar onder Zuma (met 1.9% VSA inflasie, is dit 9.4% inflasie). Die groeiende skuld van die regering en staats beheerde besighede, en verlaging van rentekoerse beteken hoër inflasie vorentoe. Kort termyn kan die geldeenheid van lande soos die VSA wat hulself beskerm teen invoere sterker word, maar eendag gaan hulle ook geld moet skep om skuld te betaal.
Zimbabwe Signs Up for $600 Million Credit Line From Afreximbank - Bloomberg. "Deal comes as Zimbabwe struggles to pay for basic imports".
Op die internet
The 5 biggest bubbles in the market today - Business Insider.
Merkel faces tough coalition talks as nationalists enter German parliament - The Guardian.
Sondag 24 Sep 2017
Op die internet - Suid Afrika
British & Irish Lions to reduce fixtures for 2021 South Africa tour - The Guardian. SA rugby bestuur maak 'n bespotting van die Springbokke.
Saterdag 23 Sep 2017
Op die internet
ROBERT SHILLER: Stocks look just like they did right before the 13 most recent bear markets - Business Insider. Die mark sal opgaan solank die VSA skuld en invoer beperkings toeneem.
Janet Yellen's 78-Month Plan For The National Monetary Policy Of The United States - Zero Hedge. Die sub-prima krisis het banke se normale bedrywighede beperk, en die Federale Reserwe het klaarblyklik reg daarop gereageer deur geld te voorsien. Die krisis was moontlik in die eerste plek veroorsaak deur rentekoerse wat te laag was vir banke om 'n wins te maak, en te veel skuld weens lae rentekoerse. Die beter oplossing is om invoer beperking en subsidies af te skaf (wat invoere goedkoper maak, en inflasie afhou), en kapitaal invloei te beperk (wat 'n handels tekort veroorsaak), en dan geld te druk om inflasie en rentekoerse te verhoog.
Newly Engineered Antibody Can Fight Back Against 99% of HIV Strains - Science Alert.
Uber, reviving old tactic, is backed by more than 500,000 in London row - Reuters.
Australian media targets universities in new anti-China campaign - World Socialist Web Site.
Trump Says NFL Owners Should Fire Any "Son Of A Bitch" Who Refuses To Stand For The National Anthem - BuzzFeedNews. Here's How NFL Players Are Reacting To Trump's "Son Of A Bitch" Comment - BuzzFeedNews.
After debut, Star Trek: Discovery will only be available on CBS All Access - ArsTechnica.
3 charts that show China's dominance of global steel and iron ore markets - Business Insider.
Op die internet - Suid Afrika
Android smartphones cheaper than R400 are coming to South Africa: analysts - BusinessTech.
Vrydag 22 Sep 2017
Op die internet
Friday Humor: Russell 2000 Reaches New Record High - Zero Hedge. "as 2017 earnings expectations hit year-to-date lows".
The Fed's Financial Accounts: What Is Uncle Sam's Largest Asset? - Talk Markets.
Exercise can make cells healthier, promoting longer life, study finds - Medical Xpress.
All new cars could be electric in China as soon as 2030, says BYD chairman - Electrek.
The Tech Takeover of Advertising in One Chart - Visual Capitalist.
Uber London loses licence to operate - BBC.
Where is 'Nambia'? President Trump 'invents' African country - BBC.
ITC Votes In Favor Of Imposing Tariffs On Cheap (Chinese) Solar Panel Imports - Zero Hedge. Dit maak die $ sterker, en invoere nog goedkoper. VSA uitvoere is alreeds baie duurder as Asië.
Australian police charge man for attacking former PM Abbott - Reuters. "Abbott told local media he was “headbutted” by a man wearing a ‘yes’ badge in support of same-sex marriage on Thursday evening."
Anti-Chinese witch-hunt launched days before New Zealand election - World Socialist Web Site. "sweeping insinuations that a number of leading politicians are political servants of Beijing".
Oklahoma City police shoot and kill deaf man - World Socialist Web Site. "Nearby neighbors who witnessed the confrontation yelled at the two cops that Sanchez was deaf and could not understand their orders."
FTC serves health-app maker massive slice of humble pie—and $1.5M bill - Ars Technica.
VW’s California XXL, an amazing camper van that needs to come to the US - Ars Technica.
Suid Afrika aandele
Die JSE het onveranderd gesluit. Die Rand/$ is sterker op R13.21. Die goudprys is $1296 x R13.21 = R17,120 (gister $1294 x R13.28 = R17,180). Die platinum prys is $934 x R13.21 = R12,340 (gister $936 x R13.28 = R12,430). Die yster erts prys is $71.55.
Groot stygings: Capreg +4.2% na R10.16, Novus +3.89% na R6.14, Ascendis +3.2% na R20.99, Aspen +2.8% na R312.08 (363M).
Groot dalings: Caxtion -5.0% na R13.30, PicknPay -4.0% na R57.20, KAP -2.8% na R8.40, Brait -2.7% na R53.40.
Merafe (MRF) ferrochroom prys 26.4% hoër. senspdf.
Remgro (REM) deur sy volle filiaal Robertsons Holdings verkoop hulle 25.75% aandeel houding in Unilever South Africa Holdings in ruil vir volle eienaarskap van Unilever se sprei besigheid in Suidelike Afrika. senspdf.
Huge Group (HUG) handels verklaring: senspdf.
Fairvest (FVT) dividend: senspdf.
Combined Motor Hold (CMH) verwag vir die 6m tot Aug 'n wVPA van 122.4c tot 134.1c, +5% tot +15% hoër. Dan is die prys/verdienste rondom R23.00/(166.0c+128c) ~ 7.8. Lae handel. senspdf
Op die internet - Suid Afrika
Treasury seeking R100 billion from PIC for state firms – report - BusinessTech.
North Korea's Kim says will make 'deranged' Trump pay dearly for UN speech - EWN.
Africa’s new normal is managing dysfunction and expecting the worst - Business Live.
Eskom single biggest risk to SA economy, warns Goldman Sachs - Fin24.
Cosatu lays charges against Metrorail with Cape Town police - Engineering News. "At issue is the worsening situation of train transport in the city over the past ten years."
Donderdag 21 Sep 2017
Op die internet
Jim Rogers says ETF holders will get mauled by ‘the worst’ bear market ever - Market Watch.
U.S. SEC says hackers may have traded using stolen insider information - Reuters.
Opinion: The U.S. stock market looks like it did before most of the previous 13 bear markets - Market Watch. As die mark nie opgaan nie is dit alreeds 'n slapende beer. Die term "beer mark" behoort afgeskaf te word.
A Look At How Nestle Makes Billions Selling You Groundwater In A Bottle - Zero Hedge.
California might spend nearly $10 billion for 119 miles of remote high speed rail - NextBigFuture.
Suid Afrika aandele
Die JSE het onveranderd gesluit. Die Rand/$ is dieselfde R13.28. Die goudprys is $1294 x R13.28 = R17,180 (gister $1312 x R13.27 = R17,410). Die platinum prys is $936 x R13.28 = R12,430 (gister $943 x R13.27 = R12,510). Die yster erts prys is $72.06.
Groot stygings: Caxton +11% na R14.00, Spurcorp +6.2% na R31.00, Astral +5.8% na R164.85, AdaptIT +4.8% na R8.24, WBHO +4.6% na R147.90, Fortress A +3.0% na R17.75 (R367M), Anglo +3.0% na R239.00 (R2449M).
Groot dalings: Harmony -8.3% na R23.84, Sibanye -5.5% na R15.22 (R269M), AngGold -5.3% na R121.38 (R567M), GFields -3.7% na R57.35 (R541M), MrPrice -3.2% na R180.51 (R786M).
Trencor (TRE) handels verklaring: pdfsens
Sasol Inzalo: What went wrong? - Moneyweb.
UPDATE 1-Indian billionaire Agarwal to buy bigger stake in Anglo American - CNBC. Van 12 Maart 2017: Indian billionaire Anil Agarwal to buy stake in Anglo American - BusinessLive.
Rentekoers
Die Monitêre Beleids Komitee het rentekoerse onveranderd gelaat. Selfs die Reserwe Bank glo nie die amptelike inflasie koers nie. Die RSA 5 jaar kleinhandel spaar effek betaal 8.25% rente, wat 3.3% bokant Augustus se amptelike inflasie koers van 4.8% is. Geen land in die wêreld sal sulke reële rente betaal nie. SA word nie oorval deur beleggers nie, want hulle weet die Rand val teen die werklike inflasie koers.
Op die internet - Suid Afrika
Eskom’s unsustainable business model in need of proactive reform – Eberhard - Engineering News. Anthonie Cilliers: Cost of nuclear vs other energy sources - Fin24. Met verbruik wat oor 10 jaar gedaal het, kan Eskom nie bekostig om enige nuwe kragstasies te bou nie, behalwe miskien wat hulle self bou teen minimum koste. Wind en son koste berekening sluit die duur gas turbines uit wat nodig is om die gapings in te vul.
7 things you need to know about the Western Cape’s massive alcohol clampdown - BusinessTech. Dit sal min verskil maak. Die oplossing is gebruikers lisensies, net soos bestuurs lisensies.
Gauteng govt to launch six megahousing projects in Ekurhuleni in the next 5 years - Engineering News. 'n Herhaling van 'n vorige storie, steeds sonder verduideliking van wie vir alles gaan betaal.
Human Settlements department dealing with title deed backlog, rapid urbanising trend - Engineering News. Die eienaars kan dan hulle gesubsidieerde/gratis huis vir geld verkoop, en weer 'n gesubsidieerde huis kry.
Woensdag 20 Sep 2017
Suid Afrika aandele
Die JSE het -0.26% laer gesluit. Die Rand/$ is sterker op R13.27. Die goudprys is $1312 x R13.27 = R17,410 (gister $1309 x R13.33 = R17,450). Die platinum prys is $943 x R13.27 = R12,510 (gister $948 x R13.33 = R12,640). Die yster erts prys is $71.96.
Groot stygings: Aveng +20.7% na R3.50, Astral +6.7% na R155.79, Huge +5.4% na R8.00, GFields +3.1% na R59.58, BarWrld +2.9% na R126.14, Imperial +2.9% na R195.00 (R676M), Barlays-A +2.5% na R141.34.
Groot dalings: Rolfes -17.3% na R2.87, Sasol -6.4% na R373.00 (R1725M), Novus -5.0% na R5.70, Caxton -4.2% na R12.60.
Remgro (REM) se inkomste vir die jaar tot Jun was -0.4% laer, en die vwVPA +30% hoër na 1480c, of sonder eenmalige kostes -5.5% laer na 1356c. Die dividend opbrengs is (194c+301c)/R213.29 -20% = 1.9%. Die intrinsieke netto bate waarde per aandeel is -18% laer na R251.48. senspdf
Huge Group (HUG) handels verklaring: senspdf
Astral (ARL) verwag vir die jaar tot Sep 'n wVPA van meer as 1592c. senspdf
RCL Foods (RCL) hoender griep virus uitbraak: senspdf
Rolfes (RLF) verwag vir die jaar tot 'n wVPA van 24.6c tot 30.1c, teenoor 53.2c verlede jaar verklaar. Genormaliseerde voortgesette wVPA is 47.8c tot 56.3c, teenoor die herverklaarde 40.0c tot 48.2c vir verlede jaar. Die aandeel prys val alreeds vir 'n maand. senspdf
ELB Group (ELR) se inkomste vir die jaar tot Jun was +39% hoër, en vwVPA 243.1c teenoor -518.8c 'n jaar gelede. Die dividend opbrengs is (32c+50c)/R20.50 -20% = 3.2%. Min handel. senspdf
Pan African Resources PLC resultate: senspdf.
Aveng (AEG) likiditeits opdatering: senspdf.
Steinhoff Africa soars 10% on stock market debut - Moneyweb. Teen die aandeel prys van R21.52, is Steinhoff NV se aandeel houding R21.52 x 2700M aandele = R58,104M /4677M Steinhoff aandele = R12.42 per aandeel werd, wat 20% van Steinhoff se aandeel prys van R62.03 is.
Op die internet - Suid Afrika
Nedbank slams SA drought crisis management - News24. Die water toevoer moes verhoog gewees het. Water verskaffing is 'n basiese funksie van 'n munisipaliteit.
Op die internet
Aluminum Burnishes Credentials as Top Commodity, Surging Anew - Bloomberg.
Spot The Moment Inflation Turned Exponential - Zero Hedge.
Trump’s “Mein Kampf” tirade at the United Nations - World Socialist Web Site.
Portuguese nurses strike against an 11-year pay freeze - World Socialist Web Site.
Higher levels of fluoride in pregnant woman linked to lower intelligence in their children - Medical Xpress.
Bosch is making the 1,000 hp electric powertrain of Nikola Motor’s semi truck - Electrek.
Researchers see popular herbicide affecting health across generations - Medical Xpress.
Dinsdag 19 Sep 2017
Suid Afrika aandele
Die JSE het -0.07% laer gesluit. Die Rand/$ is swakker op R13.33. Die goudprys is $1309 x R13.33 = R17,450 (gister $1308 x R13.29 = R17,380). Die platinum prys is $948 x R13.33 = R12,640 (gister $959 x R13.29 = R12,750). Die yster erts prys is $71.80. EOH het geval omdat die mark nie dink daar is 'n toekoms vir hierdie rekenaar goeters nie. RMI het opgegaan omdat die mark dink Suid Afrikaners gaan so ryk wees in die toekoms dat hulle meer versekering gaan nodig kry vir al hulle bates.
Groot stygings: Argent +10.0% na R4.30, M&R Hold +5.5% na R16.99, RMIH +4.3% na R41.60, Supergrp +2.7% na R41.69.
Groot dalings: Novus -8.4% na R6.00, Sibanye -6.2% na R16.43 (R848M), EOH -5.4% na R98.15, Ascendis -3.8% na R19.24, Northam -2.9% na R45.54.
Holdsport (HSP) verkope opdatering: senspdf (word oorgeneem deur Long4Life).
Sasfin (SFN) resultate: senspdf
Rand Merchant Investments (RMI) se inkomste vir die jaar tot Junie was +5% hoër. Die vwVPA was +17% hoër na 227.9c, of genormaliseerde vVPA +16% hoër na 257.7c. Laasgenoemde gee 'n prys/verdienste van R39.90/257.7c = 15.5. Die dividend opbrengs is (53c+65c)/R39.90 -15% = 2.4%. Die markwaarde van beleggings gehou per aandeel was +7.5% hoër na R45.5. Die aandeel houer bate waarde per aandeel was 34c of +2.5% hoër na R13.61 (Van die 257.7c wins was 118c uitgekeer as dividend, en 106c verlore, sonder enige ander bate toename. Daar was 'n groot toename in beleggings, maar ook groot toename in skuld.) senspdf
EOH (EOH) se inkomste vir die jaar tot Jul het +21% toegeneem (+21% vir 2de helfte), en die wVPA was +18.5% hoër na 808c (15.2% vir 2de helfte). Dan is die prys/verdienste rondom R103.72/808c = 12.8. Die dividend opbrengs is (0c+215c)/R103.72 -20% = 1.7%. Aandeel houer bate waarde per aandeel is +23% hoër na R58.5, of +10.7% op die aandeel prys. senspdf
PSG belê R675M in Evergreen Retirement Hold. Pty Ltd senspdf
Op die internet - Suid Afrika
More SMEs being liquidated - Fin24.
SA’s booming debt delinquency - Moneyweb.
Data must fall protesters picket outside Vodacom, MTN, Telkom and Cell C offices - BusinessTech.
Used car dealer must pay back the money for dud car - Fin24. Eienaars verkoop dikwels hulle motors omdat dit probleme gee. Tweedehandse motors is verby hulle beste tyd.
A look at the new skyscraper planned for Cape Town - BusinessTech.
These are the 10 South African car of the year finalists - BusinessTech.
Fuel cell buses expected to spur platinum demand – Implats - Engineering News. Dit is makliker om 'n elektriese voertuig met elektrisiteit te laai as om gas te koop.
Op die internet
"This Is Where The Next Financial Crisis Will Come From" - Zero Hedge.
Advice From The Trader Who Made $1 Billion In 1929... - Zero Hedge. Die probleem vandag is dat daar meer kort posisies is, wat beteken dat daardie aandele alreeds verkoop is. Wanneer dit teruggekoop word, jaag dit die aandeelprys op, in plaas van af.
Blue Dinosaur Eggs Have Revealed a Surprise About Ancient Bird-Like Creatures - Science Alert.
All-electric bus travels record 1,100 miles on a single charge - Electrek. Battery van 660kWh, teenoor 50kWh of 70kWh vir die Tesla 3 motor. Teen $150 per kWh, sou die bus battery R1.3M kos.
Maandag 18 Sep 2017
Suid Afrika aandele
Die JSE het +0.73% hoër gesluit. Die Rand/$ is swakker op R13.29. Die goudprys is $1308 x R13.29 = R17,380 (Vrydag $1322 x R13.17 = R17,410). Die platinum prys is $959 x R13.29 = R12,750 (Vrydag $966 x R13.17 = R12,720). Die yster erts prys is $73.84. Aandeel bewegings was irrasioneel soos gewoonlik, met goud en yster myne laer op 'n swakker Rand. Die gepaardgaande inflasie sou sleg wees vir die banke, wat eerder opgegaan het in die hoop dat die MBK weer gaan vou onder politieke druk, en Donderdag rentekoerse gaan verlaag:
Groot stygings: Long4Life +3.6% na R6.42, Mondi Ltd +3.5% na R369.00 (R438M), FirstRand +3.2% na R54.56 (R846M), Bidvest +3.1% na R166.28, Discovery +2.8% na R146.00.
Groot dalings: Adapt IT -8.6% na R7.86, Lonmin -5.6% R12.93, Harmony -5.4% na R26.03, Ascendis -4.3%, AngGold -4.0% na R126.23, Assore -4.0% na R269.52.
Discovery (DSY) se versekering premie inkomste vir die jaar tot Junie was +1.4% hoër, en netto inkomste +3.4% hoër. vwVPA was +20% hoër na 682.5c, of genormaliseerd +7.5% hoër na 721.5c. Die prys/verdienste is R147.28/721.5c = 20.4. Die dividend opbrengs is (88c+98c)/R147.28 -20% = 1.3%. senspdf. Aandeel houer bate waarde het 241c per aandeel toegeneem na R50.05, wat +1.6% groei op die aandeel prys is (vergelyk dit byvoorbeeld met 'n R1M huis wat teen 8% inflasie styg. As die deposito 20% was, is dit 40% groei op die netto bate waarde, of 13% groei as die aandele daarin teen 3 keer die NBW verhandel. Dis uitgesluit enige wins wat NBW verhoog.)
Silverbridge (SVB) resultate: senspdf
Steinhoff (SNH) opdatering op die geskil met 'n voormalige gesamentlike ondernemings vennoot: senspdf
Op die internet - Suid Afrika
Die gebrek aan water vir tuine neem Kaapstad 365 jaar terug na die tyd voor Jan van Riebeeck water aangelê het na die Kompanjiestuin: The Company Gardens Cape Town - Turtle SA: "To provide water for the gardens van Riebeeck built canals to lead water from the streams into the gardens". Nuwe regering word dringend benodig vir die Wes-Kaap provinsie en munisipaliteite.
Joining the dots: Eskom and the state capture story - Fin24. Die korrupsie is heeltemal normaal vir Afrika.
Telkom’s plan to take on Vumatel R89/month township fibre - Moneyweb.
The best battery in South Africa – MyBroadband Test - Mybroadband.
An electric car for Africa - Mybroadband.
The most-watched YouTube content in South Africa - Mybroadband.
Op die internet
Top Financial Expert Warns Stocks Need To Drop ‘Between 30 And 40 Percent’ As Bankruptcy Looms For Toys R Us - The Economic Collapse.
Op twitter: US national debt cartoons by political cartoonist Michael Ramirez: prent, prent, prent, prent.
Scientists show molecular basis for ants acting as 'bodyguards' for plants - Phys.org.
Sondag 17 Sep 2017
Op die internet - Suid Afrika
Here’s what a R1 million house looks like in South Africa’s five biggest cities - BusinessTech.
Engineering study dispels myths on limits to renewable energy in SA - Moneyweb. Die studie kom van Duitsland, wat nie toegelaat word om kernkrag of steenkool kragstasies te bou nie, en daarom is dit onwaarskynlik dat hulle dit sal oorweeg vir 'n studie. In Europa word petroleum produkte en gas algemeen gebruik vir verhitting (Eurostat). Net 21.7% (2015) van die energie kom van elektrisiteit, wat as volg opgewek word: 48.1% brandstof, 26.4% kernkrag, 11.9% hidro, 9.7% wind, 3.5% son (Eurostat). "The study report confirms that the South African power system will be sufficiently flexible to handle very large amounts of variable wind and solar PV generation, especially when considering the addition of combined cycle gas turbines (CCGTs) and open cycle gas turbines (OCGTs) proposed in the Draft IRP 2016 Base Case". M.A.W. hulle wil hê SA moet gas verbrand (wat SA baie min van het), en dan af en toe wind en son gebruik.
Saterdag 16 Sep 2017
Op die internet
Elon Musk hints at Tesla ‘pickup truck’ as a ‘mini Tesla Semi’ - Electrek.
Op die internet - Suid Afrika
The best-kept tax secret of rich South African property investors - BusinessTech.
A look at the massive new “eco smart city” in the middle of Sandton - BusinessTech. Die Hillbrow van die toekoms.
Vrydag 15 Sep 2017
Op die internet
Interest Rates and Civilization - Daily Reckoning. In ontwikkelende lande word meer geld gedruk vir regerings uitgawes, in plaas van belasting te hef, wat inflasie en rentekoerse hoog hou.
Growing warnings of a stock market bubble - World Socialist Web Site.
Retail Sales Unexpectedly Decline, Huge Negative Revisions In June And July: Reflections On “Bizarre” Sales Reports - Talk Markets. Dit kan 'n voorloper wees van 'n swakker ekonomie.
Gasp: Companies Are Spending Less On Stocks - Talk Markets. Soos wat aandele duurder word, kan hulle minder bekostig.
Meanwhile, In Lithium Markets... - Zero Hedge.
North Korea fires 2nd missile over Japan in a month, sparking US condemnation - Fox News.
Dallas removes Robert E. Lee's statue from city park - Reuters.
How a YouTube star gained 5.4 million followers by mimicking the Stone Age - CNBC.
Trump wants to end chain migration—which is how his mother came to America - Quartz.
The Massive Impact of EVs on Commodities in One Chart - Visual Capitalist.
"Unprecedented Thefts" Force Baltimore Bike-Sharing Program To Suspend Operations - Zero Hedge.
WASP-12B exoplanet is almost completely black - Popular Mechanics.
Op die internet - Suid Afrika
SA could restart nuclear tender process soon – Necsa chairman - Moneyweb. Suid Afrika word 'n armoedige Afrika land, en kan nie kernkrag of hernubare energie bekostig nie.
Suid Afrika aandele
Die JSE het -0.37% laer gesluit. Die Rand/$ is swakker op R13.17. Die goudprys is $1322 x R13.17 = R17,410 (gister $1326 x R13.14 = R17,420). Die platinum prys is $966 x R13.17 = R12,720 (gister $978 x R13.14 = R12,850). Die yster erts prys is $73.50.
Groot stygings: Altron A +9.8% na R13.29, Afrox +6.9% na R24.00, ArcMittal +6.4% na R5.00, Raubex +5.9% na R21.00, Lewis +5.8% na R31.20, Equites +4.6% na R20.50, Invicta +4.5% na R50.98, Kumba +4.0% na R220.47.
Groot dalings: Implats -7.0% na R34.23, PSG Konsult -2.7% na R8.88, Liberty -2.7% na R104.49.
Visual International resultate: senspdf
PPC gedeeltelike aanbod van Fairfax Africa Investments teen R5.75 per aandeel: senspdf
Curro (COH) ontbondel van Stadio aankondiging: senspdf
Stadio voornoterings verklaring: senspdf.
Steinhoff Africa Retail STAR (SRR) het 750M aandele of omtrent 21.74% van alle aandele verkoop teen R20.50 elk. senspdf.
Investec voor-sluiting inligting verklaring: senspdf.
Donderdag 14 Sep 2017
Suid Afrika aandele
Die JSE het -0.59% laer gesluit. Die Rand/$ is sterker op R13.14. Die goudprys is $1326 x R13.14 = R17,420 (gister $1321 x R13.17 = R17,400). Die platinum prys is $978 x R13.14 = R12,850 (gister $978 x R13.17 = R12,880). Die yster erts prys is $73.70.
Groot stygings: Dawn +11.6% na R1.06, Aspen +8.5% na R309.84 (R909M), PPC +4.7% na R6.24, Afrox +3.2% na R22.45.
Groot dalings: Grand Parade -7.4% na R2.50, Implats -6.5% na R36.80, Exxaro -5.1% na R119.00, Sibanye -4.1% na R18.31, Brait -3.2% na R56.00.
Howden (HWN) tussen resultate: senspdf.
ELB (ELR) handels verklaring senspdf
PPC (PPC) het 'n oorname belangstelling van Dangote Cement PLC ontvang. senspdf
Aspen (APN) se inkomste vir die jaar tot Junie was +16% hoër, en vwVPA +46% hoër na 1299.5c, of genormaliseerd +16% hoër na 1463.2c. Laasgenoemde gee 'n prys/verdienste R285.54/R14.632c = 19.5. Die dividend opbrengs is 287c/R285.54 -20% = 0.8%. senspdf (Sonder laer belasting was die wins net 2% hoër in plaas van 18%. Daar geen verklaring daarvoor nie, behalwe: "The tax charge for purposes of the constant currency report has been recomputed by applying the actual effective tax rate to the restated profit before tax for the relevant legal entity". Met wisselkoers verlies/wins bygereken was wins af van R9.4B na R1.8B. Die netto bate waarde per aandeel is +1.4% hoër – waarde bygevoeg vir aandeel houers.)
Implats (IMP) se inkomste vir die jaar tot Junie was +2.5% hoër, en die wesens verlies per aandeel -137c. senspdf
Grand Parade (GPL) se inkomste vir die jaar tot Jun was +25% hoër, en vwVPA 'n verlies van -4.59c teenoor 'n wins van 1.98c die jaar tevore. (Al die restaurante maak 'n verlies, en dobbel besighede maak 'n wins). Min handel. senspdf
Op die internet - Suid Afrika
US sued over border phone searches - Tech Central.
Eskom seeks 19.9% hike in tariffs on top of R60bn in clawbacks - Fin24.
How much the cost of riding the Gautrain has changed: 2011 vs 2017 - BusinessTech. Die rit na die Smuts/Tambo lughawe het net +6.2% per jaar opgegaan. Die trein diens was grootliks deur belasting betalers befonds.
3 graphs that show how houses are getting smaller in SA - BusinessTech.
Op die internet
Homebuilders Now Know How to Squeeze Consumers - Banyan Hill. Lae rentekoerse jaag huis prys op, omdat mense meer kan bekostig.
2017 VW e-Golf finally launches with pricing in the US - Electrek. Daimler delivers first electric trucks: 'The game has started.' - Reuters.
India begins building first high speed rail with Japan’s help - Nextbigfuture. ($19B vir 316 myl is R490 miljoen per kilometer)
Tesla Model 3 will wipe out BMW 3 Series sales, says investor - Electrek.
Woensdag 13 Sep 2017
Suid Afrika aandele
Die JSE het -0.38% laer gesluit. Die Rand/$ is swakker op R13.17. Die goudprys is $1321 x R13.17 = R17,400 (gister $1327 x R13.03 = R17,290). Die platinum prys is $978 x R13.17 = R12,880 (gister $986 x R13.03 = R12,850). Die yster erts prys is $74.94.
Groot stygings: Hulamin +4.8% R6.60, Bidcorp +2.4% na R294.82 (R395M), Capco +2.1% R47.07.
Groot dalings: Metair -5.0% na R18.05, South32 -4.2% na R32.36, Rolfes -4.0% na R3.60, Woolies -3.9% na R58.80 (R284M), AdapIt -3.5% na R8.80, Ascendis -3.4% na R20.50, Altron A -3.0% na R12.15, Stanbank -2.1% na R158.98 (R538M).
Sun International (SUI) verwag vir die 6m tot Jun inkomste groei van +19%, en 'n wVPA verlies van -65c tot -77c, of verstelde vwVPA -25% tot -35% laer. senspdf
Tawana Resources NL (TAW) resultate: senspdf
Allied Electronics Altron (AEL) verwag vir die 6m tot Aug 'n wesens VPA van 36c tot 42c, +16% tot +36% hoër, of genormaliseerd 45c tot 47c, -13% tot -17% laer. senspdf
Jasco Electronics (JSC) resultate: senspdf
Richemont (CFR) se verkope was +10% hoër vir die 5m tot 31 Aug (dit is 'n gedeeltelike herstel op die -13% val vir die 6m 'n jaar gelede). senspdf
Potential of Comair non-airline businesses ‘unlimited’ - Moneyweb.
Op die internet
The Mystery of the Missing Inflation - Project Syndicate.
Watch As Amazon Deletes Hundreds Of One-Star Reviews Of Hillary Clinton's New Book - Zero Hedge. Negatiewe kommentaar op boeke verdwyn, en vals positiewe oorsigte word toegelaat.
JPMorgan’s CEO slams bitcoin as a ‘fraud’ - Moneyweb. Bitcoin Tumbles Below $4000 - Down 21% From Record High - Zero Hedge.
Slow and steady - Reuters. "Apple’s new handsets take features from Asia and add profit. While the latest iPhones boast big upgrades, much would be familiar to users of Samsung or Huawei phones."
Dinsdag 12 Sep 2017
Suid Afrika aandele
Die JSE het +0.64% hoër gesluit. Die Rand/$ is swakker op R13.03. Die goudprys is $1327 x R13.03 = R17,290 (gister $1334 x R12.94 = R17,260). Die platinum prys is $986 x R13.03 = R12,850 (gister $996 x R12.94 = R12,890). Die yster erts prys is $75.22.
Groot stygings: South32 +4.0% na R33.77, MondiPLC +2.7% na R359.60, BHP Bill +2.6% na R248.65 (R324M), Brait +2.5% na R57.74.
Groot dalings: PPC -7.4% na R5.98, Clover -3.7% na R13.50, Alviva -3.7% na R19.65, Distell -3.0% na R130.51.
Grand Parade (GPL) handels verklaring: senspdf
Ascendis Health (ASC) se inkomste vir die jaar tot Jun was +64% hoër en wVPA +44% hoër na 80.1c (dieselfde as 2 jaar gelede), of genormaliseerd +21% hoër na 145.7c. Die voortgesette prys/verdienste is R21.06/156.1c = 13.5. senspdf
Comair (COM) resultate: senspdf
Master Plastics (MAP) resultate: senspdf
Attacq (ATT) resultate: senspdf
Clover (CLR) se inkomste vir die jaar tot Jun was +2.4% hoër, en vwVPA af van 184.7c na 63.2c (2de helfte verlies -35.1c). Geen finale dividend. Die maatskappy het strategieë in werking gestel om terug te keer na historiese winsgewendheid op die medium tot lang termyn. senspdf
Trellidor (TRL) se inkomste vir die jaar tot Junie was +68% hoër, en vwVPA +18% na 59.2c, of kern +27% na 66.0c. Die prys/verdienste is R5.50/66.0c = 8.3. Die dividend opbrengs is (10.5c+19.5c)/R5.50 -20% = 4.4%. Lae handel. senspdf
Adcorp (ADR) koop Genop Holdings Pty Ltd met inkomste van omtrent R400M per jaar teen 'n vertroulike prys. senspdf
Master Drilling (MDI) resultate: senspdf
Adapt IT company launches CloudTax - BusinessTech.
Op die internet
Photos: Hurricane Irma’s pummeling of Florida - Vox.
Three Of Italy's Top Four Political Parties Seek A New Parallel Currency - Zero Hedge. Dit sal nie werk nie, want die publiek sal eerder € hou omdat dit minder waarde sal verloor.
All Food Is Gone! Violence Erupts On Caribbean Island Of St. Martin - Zero Hedge. Goeie tyd om 'n huis op 'n tropiese eiland te koop.
Op die internet - Suid Afrika
SA must sober up to save itself from sickly state-owned enterprises - Fin24. Die verskil is dat die SA lugdiens mededinging het, terwyl Telkom omtrent die enigste vaste lyn telefoon diens verskaf, en Eskom se wanbestuur hoër tariewe beteken omdat hulle 'n monopolie is.
Maandag 11 Sep 2017
Op die internet
Three Massive Bubbles In 17 Years: When Will This One Bust? A 60% Decline Coming? - Talk Markets.
Financial Zombies Cannot See Massive Inflation Coming - Talk Markets.
You Have Been Warned: The Situation In The Markets Is Much Worse Than You Realize - Talk Markets. "Jim Cramer: “No! No! No! Bear Stearns is fine". Dit is snaaks.
A Startling Anecdote About Online Ad Spending From Restoration Hardware - Zero Hedge.
Richard Branson shows the hurricane damage caused to his luxury home on Necker Island - Business Insider.
VW announces massive $84 billion investment in electric cars and batteries - Electrek.
So Where Does the Money Go that Mexico Borrows? - Wolf Street.
More Than 80% of the Stock Market Is Overvalued - Bayanhill. 'n Opbrengs van sê 5% oor 'n jaar is nie aantreklik wanneer 'n aandeel prys 50% kan val nie. Aandele word opgejaag omdat rente koerse baie laag is, maar die geld mark is baie laer risiko.
Debt Nightmare: Does Anyone Actually Care That Our Exploding National Debt Is Destroying Our Future? - The Economic Collapse. "The national debt is sitting at a grand total of $20,162,176,797,904.13 at this moment, but now that the debt ceiling has been lifted that number is expected to shoot up very rapidly toward 21 trillion dollars by the end of the year".
Cannabis – Best Weapon Against the Brain Aging Process - Natural News Blogs.
Suid Afrika aandele
Die JSE het +0.51% hoër gesluit. Die Rand/$ is dieselfde R12.94. Die goudprys is $1334 x R12.94 = R17,260 (Vrydag $1346 x R12.94 = R17,420). Die platinum prys is $996 x R12.94 = R12,890 (Vrydag $1008 x R12.94 = R13,040). Die yster erts prys is $74.78.
Groot stygings: Naspers +3.1% na R2952.65 (R3428M, Tencent +2.8%), Equites +2.8% na R19.41, Omnia +2.1% na R144.49.
Groot dalings: Mpact -5.8% na R24.01, AngGold -5.6% na R129.89, Northam -4.5% na R48.37, Implats -4.2% na R39.25, SunInt -3.6% na R55.04.
Remgro (REM) verwag vir die jaar tot Jun 'n wVPA van 1466.7c tot 1511.5c, +31% tot +35% hoër, hoofsaaklik weens 'n billike waarde verstelling (dit is omtrent 3.8% meer as die 1434.1c laasjaar verklaar voor eenmalige kostes). senspdf
AVI (AVI) se inkomste vir die jaar tot Jun was +8.2% hoër, en die vwVPA +9.8% hoër na 503.6c. Die prys/verdienste is nou R97.54/503.6c = 19.4. Die jaar se dividend opbrengs is (162c+243c)/R97.54 -20% = 3.3%. senspdf
TFG sees room for more offshore deals - Moneyweb.
Op die internet - Suid Afrika
Diamonds fund Zimbabwe political oppression, Global Witness says - Moneyweb.
Stats show dramatic shift in the number of South Africans actually leaving the country - BusinessTech. Die eerste kommentaar wys die waarheid. Nadat mense die 2.5% ekonomiese groei storie opgevreet het, het Stat SA besluit hulle verander sommer die ander statistiek ook na willekeur.
Kaapstad dam vlakke is nou 37.2% vol teenoor 61.4% 'n jaar gelede. Teen gebruik van 614Mliter/dag, met hoof damme wat 224,099 Mliter beskikbaar het bo 'n 10% minimum, is daar genoeg water vir 398 dae of 13 maande.
Sondag 10 Sep 2017
Op die internet
From inside the Florida Keys: ‘Everything is under water. I mean everything’ - Miami Herald. Irma Turns Downtown Miami Streets Into Rivers as Storm-Surge Floods Engulf City - Slate. Op Twitter: Todd Kimberlain @ToddKimberlain: "#StormSurge wasn't modeled to be this high along the #Miami River. Not even an evacuation zone! Up to 3 ft and rising #Irma #HurricaineIrma": prent
Global shockwaves from electric cars will be here sooner rather than later - The Guardian. China looks at ending sales of gasoline cars - Phys.org. Daar is motivering vir lande wat olie invoer om na elektriese voertuie oor te skakel (31% van Suid Afrika se invoere bestaan uit petroleum produkte, wat meer is as die geld wat met goud, platinum en edelmetale gemaak word - Top 10 cumulative commodities for 2010 - 2017).
RecessionAlert Weekly Leading Index Update - Sunday, Sept. 10 - Talk Markets.
The Plastic Fantasy That's Propping Up the Oil Market - Bloomberg.
Finally the Contrarian Warning from Small Investors - Wolf Street.
Foreign Buyers Snap Up U.S. Real Estate in Unprecedented Surge - Truvest.
Op die internet - Suid Afrika
China to score in R70bn SA projects - News24. Buiten dat plaaslike konstruksie maatskappye geignoreer word, is daar geen manier hoe 'n R57 biljoen treinspoor (R46M per km) betalend gaan wees nie. Belasting betalers gaan daarvoor betaal, saam met rente.
Migration stats temper ‘white flight’ - Fin24. Die aanname kan gemaak word dat Stats SA net so bekwaam is as ander regering departemente. Jong mense emigreer, en blankes het minder kinders. Daar sal waarskynlik 'n skerp val wees in die blanke bevolking oor 'n paar dekades, wanneer die ouer generasie afgesterf het.
5 serious issues with government’s plan to shake-up private security in SA - Businesstech. Die ANC het nie 'n benul wat hulle doen nie.
Op Twitter: Mark Barnes @mark_barnes56: "What rubbish!": Sunday Times: "The Guptas are eyeing the Post Bank", "Guptas banking on Post Office".
Saterdag 9 Sep 2017
Op die internet
Looting And Lawlessness Breaks Out After Irma Barrels Through - Daily Caller. "Dutch Prime Minister Mark Rutte said Saturday that the citizens of St. Maarten have resorted to widespread looting after Hurricane Irma arrived and destroyed nearly the entire island."
Why aren’t trains evacuating people from the path of Hurricane Irma? - World Socialist Web Site. Daar is 'n probleem met vervoer aan die ander kant van die treinrit.
These Are The Ways The Alcohol Industry Is Distorting The Facts on Cancer Links - Science Alert.
The obnoxious thing people are now doing to keep airlines from losing their luggage - Moneyish. "You can now print your face right on your bag — and 4 other ways to keep airlines from permanently misplacing your stuff".
Op die internet - Suid Afrika
In world of supposed bubbles here’s what investors fear most - Moneyweb.
Property still good inflation hedge in long run - expert - Fin24. (1) Boukoste gaan waarskynlik op teen die werklike inflasie (nie die amptelike inflasie koers nie). Nuwe huise is kleiner as ou huise, en goedkoper materiaal word gebruik, soos yster plaat dakke in plaas van sement teëls. (2) Die meerderheid woonbuurtes word derde wêreld, en daarom styg die gemiddelde prys nie soveel nie. Die eerste wêreld woonbuurtes word minder en duurder. (3) Statistiek gebaseer op huise wat verkoop word, is nie 'n betroubare aanduiding van inflasie nie, want dit word beperk deur loon verhogings. Mense skaal af na kleiner huise en goedkoper woonbuurtes.
Vrydag 8 Sep 2017
Op die internet
Hurricane Irma - Miami Herald. Photos: what Hurricane Irma’s destruction looks like on the ground - Vox. President Trump’s and Richard Branson’s Caribbean homes destroyed by Hurricane Irma - Market Watch.
Pad en wind sterkte van vorige orkaan Andrew (1992): kaart, en Wilma (2005): kaart
Hurricane Jose upgraded to Category 4 storm, takes aim at islands battered by Irma - WSBTV. Dit beweeg noord.
2,000 Years of Economic History in One Chart - Visual Capitalist.
Uber is ditching diesel cars in London - Money CNN.
A chemical meant to save plants is actually killing them—and it's spreading - Popular Science. "An herbicide for a new crop of genetically engineered soybeans might be harming other fields".
Dear President Trump: America is in for a Rude Awakening in January - Daily Reckoning. Special drawing rights: "a form of international money, created by the International Monetary Fund, and defined as a weighted average of various convertible currencies."
The Future of Lithium Production Is Dirt Cheap Right Now - Banyan Hill.
Suid Afrika aandele
Die JSE het -0.27% laer gesluit. Die Rand/$ is swakker op R12.94. Die goudprys is $1346 x R12.94 = R17,420 (gister $1348 x R12.84 = R17,310). Die platinum prys is $1008 x R12.94 = R13,040 (gister $1006 x R12.84 = R12,920). Die yster erts prys is $73.23.
Groot stygings: Rhodes +7.7% na R20.04, Lewis +4.7% na R31.38, Alviva +3.1% na R20.61, Brait +2.9% na R56.00, Steinhoff +2.6% na R65.65 (R774M), PPC +2.4% na R6.35, Capitec +2.4% na R912.05.
Groot dalings: Santam -3.7% na R255.01, Distell -3.4% na R134.50, BHPBill -2.3% na R239.67 (R368M), Imperial -2.3% na R194.88.
Metrofile (MFL) resultate: senspdf
Allan Gray hou 5.5517% van Emira Property Fund (EMI).
Afrox (AFX) se inkomste vir die 6m tot Junie was +6.8% hoër, en die wVPA +22% hoër na 93.3c. Die netto wins marge is nou 10.3%. Die prys/verdienste is R21.20/(112.9c+93.3c) = 10.43. Die dividend opbrengs is (56c+47c)/R21.20 -20% = 3.9%.
A DIY trading platform that beat the JSE 10-fold over the last three years - Moneyweb.
Fonds bestuurders en analiste beveel steeds aandele aan as 'n koop wat belaglik duur is. Die nuwe Satrix Quality beurs verhandelde fonds (Satrix) stoot aandele wat alreeds baie duur is, verder op. Die wet behoort fondse te verplig om die gesamentlike waardasie van die onderliggende aandele te verklaar, relatief tot groei.
Op die internet - Suid Afrika
Giliomee: SA needs different constitution to address economic crisis properly - Fin24. Die politieke stelsel voldoen nie aan die grondliggende beginsel dat parlement die publiek verteenwoordig, en die besluite neem nie. Parlement bestaan uit snaarpoppe van party leierskap. Die president is veronderstel om die besluite van parlement uit te voer, nie anders om nie.
Donderdag 7 Sep 2017
Op die internet
Hurricane Irma: massive damage across Caribbean as death toll rises – latest - The Guardian. Hurricane Irma damage in pictures: Barbuda, St Barts and St Martin WRECKED - Express. Why Hurricane Irma Could Hurt, a Lot: Much Lies in Harm’s Way - NYTimes. Hoe kort voor 'n orkaan kan 'n huis eienaar versekering kry? Cruise passengers dropped off in Miami ahead of Irma are scrambling to get out - Miami Herald. Visualizing Irma's Immense Size Compared To Andrew, The Most Destructive Hurricane To Ever Hit Florida - Digg.
The Limited Exposure Of The US Economy To Trade - Talk Markets. Die rede waarom VSA handel laag is, is 'n sterk dollar weens invoer beskerming, subsidies en finansiële steun (soos aan motor vervaardigers). VSA uitvoere is te duur. Die gemiddelde loon in Mexiko is 1/3 van die minimum loon in die VSA.
How To Value REITs: A Step-By-Step Guide - Talk Markets.
Yes, humans are still evolving. Here's how you can tell. - Popular Science.
Suid Afrika aandele
Die JSE het +0.72% hoër gesluit. Die Rand/$ is dieselfde R12.84. Die goudprys is $1348 x R12.84 = R17,310 (gister $1340 x R12.84 = R17,210). Die platinum prys is $1006 x R12.84 = R12,920 (gister $1008 x R12.84 = R12,940). Die yster erts prys is $75.36.
Groot stygings: Pnr Foods +4.3% na R117.93, Pergrin +4.0% na R30.10, Kumba +3.2% na R215.09, AngGold +3.2% na R137.50 (R304M), BATS +2.2% na R826.43 (R1471M).
Groot dalings: RB Plat -5.3% na R30.85, Clover -5.1% na R14.81, MPact -3.9% na R25.59, Alviva -2.9% na R20.00, Sibanye -2.3% na R19.26.
Clover (CLR) handels verklaring: senspdf
Spur resultate: senspdf
Firstrand (FSR) se inkomste uit bedrywighede vir die jaar tot Junie was +11.6% hoër (+5.3% 2de helfte) en vwVPA +6.1% hoër na 423.7c (-0.7% 2de helfte), of genormaliseerd VPA +7.1% hoër na 436.2c. Die prys/verdienste is R54.45/436.2c = 12.5. Die dividend opbrengs is (119c+136c)/R54.45 -20% = 3.7%. senspdf
Sanlam (SLM) se netto inkomste vir die 6m tot Junie was -5% laer, en vwVPA +5% hoër of -19% laer na 225.3c, of genormaliseerd wVPA +5% na 218.7c. Laasgenoende gee 'n prys/verdienste van R68.54/2x218.7c = 15.7. Die 12m dividend opbrengs is (268c+0c)/R68.54 -20% = 3.1%. Die ekwiteits waarde per aandeel was R54.69 op 30 Junie. senspdf
African Rainbow Minerals (ARI) se inkomste vir die jaar tot Junie was -6.1% laer, of 0% herverklaar, en vwVPA 1638c teenoor 487c 'n jaar gelede. Die prys/verdienste R112.00/1638c = 6.8. Die prys/verkope is R112.00/R46.2 = 2.4. Die 12m dividend opbrengs is (0c+650c)/R112.00 -20% = 4.6%. senspdf
Transcend Residential Property Fund (TPF) tussen resultate: senspdf
Mas Real Estate resultate: senspdf
Alviva announces two acquisitions - Tech Central.
Op die internet - Suid Afrika
PICS: The deadly devastation of Hurricane Irma - News. Waarom vaar mense nie hulle bote weg van die orkaan nie? Richard Branson survives Hurricane Irma after hiding in his island’s wine cellar - The South African.
Asylum detainees awarded $56m in Australia class action - News.
Woensdag 6 Sep 2017
Op die internet
Live: Hurricane Irma - Reuters. Hurricane Irma reaches the Caribbean – video report - The Guardian. Civil engineers’ reports on US flood preparedness: Lessons of Katrina and Sandy ignored - World Socialist Web Site.
Op Twitter: Scott Baio @ScottBaio: "The West is up in flames! Where's the National News Media? Homes, lives, pets, people need help! @CNN @FoxNews @ABC": prent. VSA nuus kanale is behep met Washington politiek, terwyl natuur rampe geignoreer word.
Biologists slow aging, extend lifespan of fruit flies - Medical Express. "The study, published Sept. 6 in the journal Nature Communications, reports that the UCLA scientists removed the damaged mitochondria by breaking up enlarged mitochondria into smaller pieces—and that when they did, the flies became more active and more energetic and had more endurance."
The Insanity Of Pushing Inflation Higher When Wages Can't Rise - Talk Markets. Ontwikkelende lande (China) hou lone in ontwikkelde lande (VSA) laag. Al oplossing vir goedkoop invoere is meer invoere wat die geld eenheid verswak. Die VSA moet invoer belasting en subsidies afskaf wat die $ versterk.
Plastic fibres found in tap water around the world, study reveals - The Guardian.
Major Catalysts for Gold - Daily Reckoning. Die partytjie sal eers eindig wanneer die skuld ophou groei. Die VSA regering dink steeds hulle kan geld uitdeel vir alles, insluitende aan mense sonder versekering.
Suid Afrika aandele
Die JSE het -1.18% laer gesluit. Die Rand/$ is sterker op R12.84. Die goudprys is $1340 x R12.84 = R17,210 (gister $1337 x R12.89 = R17,230). Die platinum prys is $1008 x R12.84 = R12,940 (gister $1005 x R12.89 = R12,950). Die yster erts prys is $76.27.
Groot stygings: Sasfin +3.0% na R51.40, Tharisa +2.9% na R18.00, Hudaco +2.6% na R129.24, South32 +2.6% na R32.00.
Groot dalings: Vodacom -7.9% na R164.28 (R4219M), B-Africa -6.4% na R140.37 (R676M), Nedbank -4.7% na R203.23, BarWorld -4.7% na R125.00, JSE -3.9% na R129.40.
Choppies (CHP) handels verklaring: senspdf.
Alviva (AVV) (voorheen Pinnacle) se inkomste vir die jaar tot Jun was +16.8% hoër (-2.6% 2de helfte), en vwVPA +23% hoër na 243.2c (+32% 2de helfte), of kern +24.6% hoër na 255.6c (+31% 2de helfte). Die prys/verdienste is R20.75/255.6c = 8.1. Die dividend opbrengs is 20c/R20.75 -20% = 1.0%. Die maatskappy verwag 'n tawwe 6 tot 9 maande vorentoe. senspdf. Alviva to leverage services strength for growth over next year - Engineering News.
Foschini (TFG) HUB verklaring by algemene jaar vergadering: Totale omset groei vir die eerste 5m van die finansiële jaar was +6.2%. senspdf.
MMI (MMI) se netto versekering premies vir die jaar tot Junie was -2.7% laer, en vwVPA -11% laer na 117.7c, of kern dieselfde 200.0c. Die dividend opbrengs is (65c+92c)/R20.40 -20% = 6.2%. senspdf. senspdf.
Capitec Bank (CPI) verwag vir die 6m tot Aug 'n wVPA van 1745c tot 1790c, +15% tot +18% hoër. senspdf
Steinhoff’s Africa listing makes sense - Moneyweb. Shoprite aandele is relatief duur, vir STAR om te koop. Steinhoff maak 'n gewoonte van duur koop, soos Mattress Firm in die VSA.
Vodafone is selling a 5.2% stake In Vodacom - BusinessTech. senspdf. Die beleggers het 'n prys/verdienste van R165/~2xR4.67 ~17.7 betaal vir inkomste groei van +2.4% per jaar die afgelope 3 jaar, en VPA wat die afgelope 4 jaar dieselfde gebly het.
Op die internet - Suid Afrika
Petrol prys van 6 Sep tot 3 Okt: kus 95 loodvry: R13.23, binneland 95 loodvry: R13.72.
Leaf EV real alternative to conventional car – Nissan - Engineering News.
SA's 10 most exclusive residential estates revealed - Fin24.
Sanral reveals cause of N3 pedestrian bridge collapse - Engineering News. En waar het die 18.1t staal spoel vandaan gekom?
Dinsdag 5 Sep 2017
Op die internet
Hurricane Irma SMASHES Barbuda - no contact for 3 hours - heads for St Kitts and Antigua - Express. Category 5 Hurricane Irma to threaten lives, property in the northern Caribbean - Accuweather.
The Trouble With Asset Bubbles: If You Stop Pumping, They Pop - Zero Hedge.
From Richer to Poorer: Venezuela’s Economic Tragedy Visualized - Visual Capitalist.
Suid Afrika aandele
Die JSE het -0.30% laer gesluit. Die Rand/$ is sterker op R12.89. Die goudprys is $1337 x R12.89 = R17,230 (gister $1335 x R12.98 = R17,330). Die platinum prys is $1005 x R12.89 = R12,950 (gister $1006 x R12.98 = R13,060). Die yster erts prys is $77.68.
Groot stygings: Brait +3.1% na R56.20, PPC +2.5% na R6.08, Zeder +2.5% na R6.10.
Groot dalings: Rhodes -15.5% na R19.44, ELB Grp -5.3% na R18.00, DRDGold -3.7% na R4.98, Tigbrands -3.3% na R380.00, Harmony -3.2% na R27.00.
Naspers (NPN) ontbondel 0.34588 Novus (NVS) aandele (nou R7.50) vir elke 1 Naspers N aandeel gehou. senspdf.
Stor-Age Property REIT (SSS) koop Betterstore Self Storage Hold Ltd in die VK senspdf.
Rhodes Food Group (RFG) se omset vir die 10m tot Julie was +9.9% hoër, en verwag vir die jaar tot 'n vwVPA van 83.2c tot 96.0c, -25% tot -35% laer. senspdf.
Insimbi Refractory and Alloy Supplies (ISB) handels verklaring: senspdf.
DRDGold (DRD) jaar verslag: senspdf.
Wilson Bayly Holmes-Ovcon (WBO) se inkomste vir die jaar tot Jun was +4.1% hoër, en wesens VPA +1.1% hoër na 1308c . Die jaar se dividend opbrengs is (150c+325c)/R138.06 -20% = 2.8%. senspdf.
Echo Polska Properties N.V. (EPP) betaal 'n dividend van €0.05192 vir die 6m tot Jun 2017. senspdf.
Fairvest (FVT) huur uitkering: senspdf.
Old Mutual over a barrel - Moneyweb.
Three suitors now vying for PPC - Moneyweb.
WBHO sees challenging Australian project, settlement agreement sip from the profit cup - Engineering News.
Competition Commission warns LPG wholesalers on supply deals - Engineering News. "The Competition Commission launched an inquiry in 2014 into the LPG sector, where 90% of the wholesale market is shared between Afrox, Easigas, Totalgas and Oryx Energies."
Op die internet - Suid Afrika
SA exits recession with 2.5% GDP growth - Fin24. As landbou produksie +33.6% toegeneem het, waarom is Pioneer Foods se verkope van April tot Julie af met -11%? Eskom het skielik +8.8% meer elektrisiteit verkoop, nadat dit oor 10 jaar -2% geval het (Eskom 10 jaar).
National Assembly has passed new traffic laws – and it will hit motorists hard: JPSA - BusinessTech.
Maandag 4 Sep 2017
Op die internet
Caribbean islands, Florida brace for fierce Hurricane Irma - Reuters.
Home Buyer surprised by $10K HOA special assessment 2 months after purchase - Independent American Communities. Daar is te veel nadele verbonde aan die huis eienaars verenigings, soos huise at gedurig geverf word, terwyl verf maklik 10 jaar kan hou.
Suid Afrika aandele
Die JSE het -0.25% laer gesluit. Die Rand/$ is swakker op R12.98. Die goudprys is $1335 x R12.98 = R17,330 (Vrydag $1323 x R12.91 = R17,080). Die platinum prys is $1006 x R12.98 = R13,060 (Vrydag $1001 x R12.91 = R12,920). Die yster erts prys is $77.87.
Groot stygings: PPC +8.8% na R5.93, Datatec +8.3% na R60.90, Harmony +6.4% na R27.90, AngGold +5.2% na R6.85, GFields +4.8% na R59.42.
Groot dalings: Zeder -4.8% na R5.95, EOH -4.6% na R105.00, Afrox -4.5% na R21.10, BarWorld 03.6% na R128.25, Oceana -3.1% na R81.00.
York Timber (YRK) handels opdatering: senspdf.
Alaris (ALH) handels opdatering: senspdf.
PPC (PPC) aanbod van Fairfax Africa Investment Pty Ltd teen R5.75 per aandeel: senspdf.
Steinhoff Africa Retail Ltd voor notering verklaring: JSE listing.
EOH (EOH) se inkomste vir die jaar tot Jul het +21% toegeneem (+21% vir 2de helfte), en 'n wVPA van 791c tot 863c word verwag, +10% tot +20% hoër (-2% tot +18% vir 2de helfte). Dan is die prys/verdienste rondom R108.75/~R8.27 ~ 13. senspdf
Texton property (TEX) resultate: senspdf
Datatec (DTC) het $830M van die $1100M Westcon besigheid verkoop: senspdf. Datatec shares soar as sale completion sets up windfall for investors - BusinessLive. Die $500M werk uit op $2.36 (R30.66) per aandeel, teenoor 'n aandeel prys van R60.90. Die verkoop van 'n deel van Westcon beteken 'n verlies van inkomste van ~$830M/$1100M x 74% ~ 56% van die totale Datatec inkomste, en 30% van die VVRBWA wins. Logalis het laasjaar 25% van die inkomste, en 58% van die wins gelewer.
Domestic travel shrinks in South Africa due to financial hardship – Stats SA - Engineering News.
Op die internet - Suid Afrika
Kaapstad dam vlakke nou 35.1% teenoor 60.6% 'n jaar gelede.
Major 33-hour water outage planned in Joburg - BusinessTech.
MTN CEO explains why mobile data is so “infernally expensive” - Mybroadband. Dit verduidelik glad die hoë koste nie. Een rede is dat radio toerusting duurder is as 'n Telkom kabel. Die selfoon netwerke handhaaf winkels ooral, terwyl Telkom in party gebiede geen diens punte het nie.
China declares initial coin offerings illegal - Mybroadband. Nog 'n piramiede skema.
Sondag 3 Sep 2017
Op die internet - Suid Afrika
Level 5 water restrictions implemented in Cape Town - News24. 'When it comes to domestic usage, “the cap on individual domestic property usage is now set at 20kl per month,” said the mayor'. Maksimum beperking gaan nie noodwendig die gemiddelde gebruik afbring nie. Die munisipaliteit moes lankal praktiese wenke gegee het oor hoe verbruik verminder kon word. Die gebrek aan beplanning is tipies van 'n derde wêreld land, waarin elke persoon sy eie elektrisiteits en water bronne moet hê.
Big win for land occupiers - Fantasties vir eienaars van leë erwe wat dit nie verkoop kan kry nie. Huur 'n skare van plakkers, dan kan die staat die grond koop. Daarna kan die plakkers aanbeweeg na die volgende eiendom wat verkoop moet word. Die beslissing van die hof is teenstrydig met die beskerming van eiendoms reg in die grondwet.
Saterdag 2 Sep 2017
Op die internet
We May Have Finally Discovered The Trigger That Starts Autoimmune Diseases - Science Alert.
Scientists Have Found a Completely New Way to Attack And Kill Cancer Cells - Science Alert.
How to Kill Fruit Flies, According to a Scientist - Science Alert.
Three Dangerous Delusions About Korea - Zero Hedge.
Vrydag 1 Sep 2017
Suid Afrika aandele
Die JSE het +0.02% hoër gesluit. Die Rand/$ is sterker R12.91. Die goudprys is $1323 x R12.91 = R17,080 (gister $1317 x R13.01 = R17,130). Die platinum prys is $1001 x R12.91 = R12,920 (gister $995 x R13.01 = R12,940). Die yster erts prys is $77.77.
Groot stygings: M&R Hold +7.9% na R16.46, Barworld +3.5% na R133.00, Mr Price +3.1% na R187.50 (R693M), Supergrp +3.0% na R42.56, Massmart +3.0% na R125.32.
Groot dalings: Oceana -10.8% na R83.55, Pnr Foods -6.8% na R118.07, PPC -4.1% na R5.45, Imperial -3.5% na R201.36 (R395M), Assore -3.2% na R268.80.
Intu Properties (ITU) gee kennis dat Coronation Fund Managers 16% van hulle aandele besit.
Oceana (OCE) verwag vir die jaar tot Sep 'n wVPA van 352c tot 457c, -35% tot -50% laer. senspdf
Bidcorp (BID) gee kennis dat J P Morgan Chase & Co nou 10.48% aandeel houding het, teenoor 9.56% voorheen. senspdf
Hyprop (HYP) se 12m dividend is 'n jaar opbrengs van (347.3c+347.8c)/R113.77 = 6.1%. Groei van 7% tot 9% word vir die jaar tot Junie 2018 verwag. senspdf
Jasco (JSC) handels verklaring: senspdf
Mr Price (MRP) berig vir die 4m tot 5 Aug kleinhandel verkope groei van +6.2%, met +3.5% meer eenhede, en prys inflasie +2.9%. senspdf
Op die internet - Suid Afrika
Kubayi: Eskom must sign IPP agreements by end of October - Fin24. Eskom elektrisiteits verkope het afgeneem, terwyl tariewe opgeskiet het weens ondoeltreffende wind turbines en son panele. Volgens Eskom se finansieële verslag was 345GWh wind energie gelewer van 1474MW kapasiteit, wat 2.8% benutting is (Integrated Report). En al is die benutting hoër, bly die vraag hoeveel spaar kapasiteit nie gebruik word nie, terwyl krag van die wind turbines geneem word. Die energie minister het klaarblyklik 'n BA graad van Vista Universiteit en projek bestuur diploma van Damelin. Power drain: How Eskom is sliding towards bankruptcy - Miningmx.
Kenya's Supreme Court declares presidential vote invalid, calls for new polls - Reuters.
Op Twitter: Zapiro @zapiro: "@zapiro's cartoon @dailymaverick (1 September 2017) on Alternate Universe": prent.
Op die internet
Brazil suspends Amazon mining decree in face of criticism - Mining Weekly. Ander lande het alreeds hulle oerwoude vernietig vir landbou, en verwag nou dat Brasilië hulle s'n beskerm.
The interest rate on student loans has just been hiked to 6.1% – costing students an extra £5,800 - Business Insider. Die skuld wat Brittanje opgehoop het, moet vroeër of later terugbetaal word.
Ouer webjoernaal
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Kopiereg @2017