Web Joernaal
Let wel: Die webblad word teen spoed gedoen, en bevat waarskynlik foute.


Webblad verskuif na www.aandele.co.za


Donderdag 6 Feb 2020

Aandele - Suid Afrika

Naspers (NPN) het opgeskiet na R2633.74 + Prosus (PRX) R1140.28 = R3774.02. Dit maak nie sin nie. China se ekonomie gaan vir ten minste 2 maande verswak weens die coronavirus. Dalk is daar groot spekulante wat aandeel pryse opjaag om kort posisies uit te druk.

Reinet (RNI) skiet op, met 0.25% van uitgereikte aandele wat tot 2nm vandag verhandel het.

Pembury Lifestyle (PEM) ouditeure bedank: Jun19. Geen handel.

Harmony (HAR) se inkomste vir die 6m tot Des was +12% hoër, en verwagte wVPA 249c: senspdf. Die prys/wins is omtrent R45.81/~2x249c ~ 9.2.

AVI (AVI) kapitaal wins: senspdf. Voorheen was verwagte 6m wVPA -3% tot -5% laer na 290c tot 296c.

Mettle Investments (MLE) denotering: senspdf. Die meeste aandele op die JSE beurs kan maar net sowel deur privaat beleggers uitgekoop word, want die aandeel pryse hou aan met daal.

Implats (IMP) verwag vir die 6m tot Des 'n wVPA van 408c tot 465c, teenoor 310c 'n jaar gelede: senspdf. Dan is die prys/wins R142.70/~2x437c ~ 16.

Assore (ASR) verwag vir die 6m tot Des 'n wesens verdienste per aandeel van R19.58 tot R20.94, -26% tot -31% laer: senspdf. Die aandeel prys is nou R240.68 teenoor R351.00 'n jaar gelede. Die yster erts prys is $79.

OneLogix (OLG) resultate: Sep19. Min handel.

Arcelor Mittal SA (ACL) resultate: Des19.

How we’re turning around Cell C, by Douglas Craigie Stevenson - Tech Central.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "I see $JSEASC Ascendis was sold off to 90 cents today -14.3%. Bizarre given the positive AGM narrative. I’d be VERY careful if anyone is shorting AS (if) there was to be some very positive sale news say by end March to highlight the #ASC value proposition...you may get burnt."

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "On the back of my visit to the $JSEARL Astral Foods AGM today, I enclose my recent update note on Astral Foods....as the price is (again) starting to look clucking interesting": artikel, artikel.

Op die internet - Suid Afrika

Op Twitter: Water&SanitationRSA @DWS_RSA: "The Agreement will see the placement of 26 Cuban engineers who will be deployment in various parts of the country to provide support on infrastructure maintenance and operation skills throughout the water value chain." Die ANC sal ver gaan om nie blankes te gebruik nie.

SAA to scrap all domestic routes apart from Joburg, Cape Town - Fin24. SAA wields the sword; trade unions push back - Daily Maverick. Dis wat gebeur wanneer die regering wag tot dit te laat is, net soos die beurtkrag. Goed vir Comair, behalwe vir die laaste handels verklaring: senspdf.

How to spot a fake power bank - Mybroadband.


Woensdag 5 Feb 2020

Aandele - Suid Afrika

Ascendis Health (ASC) handels opdatering: senspdf. Die voorgesette inkomste is ~R7704M/484.8M ~ R15.89 per aandeel, teenoor 'n aandeelprys van R1.20. Die prys het vanoggend 20% gestyg met 802K aandele verhandel.

Sappi (SAP) se 1ste kwartaal verkope was -8.2% laer as 'n jaar gelede, en wVPA $0.04 teenoor $0.15 'n jaar gelede: Des19.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 5 February 2020. Stage 2 rotational loadshedding will continue until Friday, with a high probability of loadshedding over the weekend". kennisgewing.

Eskom CEO says he wasn't aware Mantashe would announce idea for new power generation entity - Fin24. Dis onmoontlik om met die lae koste van Eskom se steenkool en kernkrag mee te ding. Sonkrag is goedkoop, maar daar is geen goedkoop manier om dit te stoor wanneer die son nie skyn nie.

Top African businesswoman now refuses to come to South Africa after being humiliated at embassy in Addis Ababa - Business Insider.

A Turkish power-ship company has offered Eskom quick relief – and says it will be cheap - Business Insider. Wat Suid Afrika nodig het is 'n nuwe regering. Is daar enige skepe wat regerings dienste verskaf?


Dinsdag 4 Feb 2020

Aandele - Suid Afrika

City Lodge (CLH) verwag vir die 6m tot Des genormaliseerde wVPA -49% tot -54% laer na 172.6c tot 191.3c: senspdf. Baie min handel. Dat die maatskappy nou eers besef dat wins laer was, is 'n aanduiding dat die bestuur nie weet wat aangaan nie.

Glencore (GLN) produksie: senspdf.

Vodacom (VOD) derde kwartaal inkomste +6.6% hoër: senspdf.

Tongaat Hulett share price plunge ‘no surprise’ - Moneyweb. "With trading having been suspended for almost seven months, shareholders and the market have not had the chance to really absorb ...". Net 3.4% van die aandele het verhandel. Kort verkopers het waarskynlik verskeie kere verhandel. Spekulante baljaar terwyl meer as 96.6% van aandeel houers en die JSE toelaat dat waarde vernietig word.

Edcon sells CNA to JSE-listed consortium - Moneyweb. Boek en tydskrif lesers het verdwyn met die transformasie na agterlike Afrika land.

Steinhoff rockets almost 30% amid reports of a Pepco takeover bid - Fin24.

Op die internet - Suid Afrika

Wife of Lesotho prime minister charged with murder of his previous spouse - Reuters.

Huawei isn’t sure its future phones in SA will have Facebook or Twitter – but after big growth in 2019, it isn’t worried - Business Insider SA.

Opinion: Can mining companies currently generate own power without licenses? - Mining Weekly.

Die elektrisiteit het 11.30vm afgegaan. Dis buite Eskom se beurtkrag skedule, dus 'n plaaslike fout. Vodacom se diens gaan altyd saam die krag af. Standard Bank makelaars sê hulle webwerf is af:

Op Twitter: SB OST & Webtrader @SBGTraderZA: "Good day, please note that the Online Share Trading site is down. We’re working on reinstating all services. We apologise for the inconvenience caused."

Team News24 @TeamNews24: "BREAKING: Judge Dhaya Pillay issues a warrant of arrest for former President @PresJGZuma after he fails to appear in court. Not enough medical evidence was submitted to the court, she said. @News24 #ZumaTrial (@kaveels)"


Maandag 3 Feb 2020

Aandele - Suid Afrika

Die indruk wat 'n mens kry is dat daar nie slegte maatskappye op die JSE beurs is nie, net slegte bestuur, byvoorbeeld Tongaat Hulett (TON), Steinhoff (SNH), EOH (EOH), ens. Die nuwe bestuur skep nie die indruk dat hulle aandeel houers verteenwoordig, of probleme kan oplos nie. Geen visie word gegee van die waarde wat in die besighede bestaan nie.

Merafe (MRF) produksie: senspdf. "This decrease was as a result of increased electricity curtailments from Eskom, community unrests as well as production cutbacks in response to market conditions".

ARB Holdings (ARH) opdatering: Jun19. Baie min handel.

Dischem (DSC) direkteur verkoop aandele: senspdf.

Naspers (NPN) is vanoggend +2.0% hoër. Dit maak nie sin nie. As China se ekonomie verswak weens die coronavirus sal Tencent ook getref word.

Tongaat Hulett (TON) verhandel onder R5. Die ses maande bedryfs wins was R9.46 per aandeel, voor netto finansierings kostes van -R6.62, en monitêre verlies van -R2.43. Waarom hulle so 'n hoë rentekoers op skuld betaal is onduidelik. Die aandele wat vandag verhandel het, is 4.6 miljoen wat 3.4% is van die uitgereikte 135M aandele. Spekulante kon meer as eenkeer verhandel het.

Die Rand ru olie prys toon 'n lang termyn styging, wat eindig met 'n groot val gedurende resessies (Indexmundi). Volgens die vallende olie prys is nog 'n resessie oppad. Met die 2008 piek het Sasol (SOL) R37.6 wins per aandeel gehad, wat na R25.3 geval het die volgende jaar. Met die 2014 piek het Sasol R59.6 wins gemaak. Daarna het die Rand olie prys sywaarts beweeg, en Sasol se wins het geleidelik gedaal tot Junie 2018: R49.75 R41.40 R35.05 (kern R38.47) R27.27 (kern R36.06). Saam met die Rand olie prys het dit in Junie 2019 opgegaan na R30.54 (kern R38.13). Dis onduidelik waarom die kern wins nou na rondom R18 val, voor die olie prys geval het. Volgens die langtermyn neiging sal die Rand waarskynlik verswak.

Volgens Markets Insider is die yster erts prys 2 Feb -17.8% laer na $78.49. Volgens Financial Times is dit $81.35 sonder datum, en besig om te daal. 'n Prys van $80 x R15 = R1200 is -14% laer as die R1399 vir die 6m tot Des, en -22% laer as R1534 vir die 6m tot Junie 2019. Kumba (KIO) se netto wins marge was 29% vir die 6m tot Junie. Dit lyk of spekulante die prys van kommoditeite laat tuimel, maar die prys lang termyn styg weens myn koste, en verminderde produksie.

Die Shanghai SSE saamgestelde indeks is -7.9% laer, en die Hang Seng indeks is +0.46% hoër. In teenstelling met die VSA aandeelmarkte het die Chinese mark nie opgeskiet nie, maar verhandel meestal sywaarts.

Two hours of telephone calls a day is not ‘unlimited’, advertising regulator tells MTN - Business Insider SA.

Op die internet - Suid Afrika

Eskom onderbreek beurtkrag ter wille verkeer van 4nm tot 6nm. 'n Vorige keer was dit matriek resultate. 'n Nuwe vlak van belaglikheid.

Dit lyk of Eskom se diesel weer opgeraak het. Klaarblyklik word diesel nou op groot skaal verbrand weens die wanbestuur van steenkool kragstasies.

Op Twitter: Miningmx @miningmx: "SA mines minister Gwede Mantashe delivers bombshell asking investors to join company that will compete with Eskom in power generation." Die enigste goedkoop bronne van elektristeit is steenkool en kernkrag. Die mededinging gaan 75% van die tyd diesel of gas moet verbrand wat baie duurder is, en waavoor belasting betalers gaan betaal, want die publiek kan dit nie bekostig nie. Behalwe vir besighede wat net bedags bedryf word op sonpanele.

South African companies now have to complete this mandatory checklist – but there are problems - BusinessTech. Nog meer ANC burokrasie.


Sondag 2 Feb 2020

Aandele - Suid Afrika

On Twitter: Dave Hazelwood @hazelwood_dave: "Interestingly, China has identified 3 drugs that seem to be effective in fighting the Wuhan virus. One of them is a generic drug called chloroquine (anti-malaria drug) that is manufactured (amongst others) by Remedica, owned by SA's Ascendis Health."

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 2 February 2020. Stage 2 rotational loadshedding will continue from 09:00 tomorrow until Thursday at 06:00, with respite between 06:00 to 09:00 each day, when possible." kennisgewing.

Verlede jaar se begroting het 'n bespotting van die amptelike inflasie koers gemaak. Totale uitgawes het +9.7% gestyg, onderwys +8.9%, gesondheid +6.6%, sosiale steun +8.4%, gemeenskaps steun +11.8%, ekonomiese steun +8.7%. Al minder geld was bestee op die primêre funksies van regering: misdaad en wanorde +3.7%, algemene openbare dienste +0.5%.

Op Twitter: mike schussler @mikeschussler: "Businesses doing business with the government need tax clearance certificates yearly! Let's make a tax clearance mandatory requirement for all elected officials from councillors to MPs, SOE board members and Snr managers. they have more influence & earnings than SMME's! fair!" Amptenare wat met belasting verneuk, sal bevorder word. Die tipe karakter trekke is hoog aangeskrewe by die ANC.

Op Twitter: Stuart Wallace @StuartLWallace: "There were 19 attacks on South African gold facilities last year, almost double the number in 2018 https://bloomberg.com/news/articles/2020-02-02/gold-mine-gangs-tote-ak-47s-to-outgun-south-african-police via @FelixNjini" kaart. Nog 'n ANC sukses verhaal.


Saterdag 1 Feb 2020

Aandele - Suid Afrika

Die goud prys is $1587/ons. Dit toon steeds 'n stygende neiging. Dit is nog ver van die vorige piek van $1874 op 31 Aug 2011.

Banke het geval. Soos wat die ANC meer geld druk, is daar meer geld in omloop waarop hulle 'n inkomste kan maak.

Absa (ABG) se laaste dividend opbrengs is (620c+505c)/R137.44 - 20% = 6.5%.
Capitec Bank (CPI) is duur op 'n prys/wins van R1346.15/(2444c+2540c) = 27.
Nedbank (NED) se laaste dividend opbrengs is (720c+720c)/R195.71 -20% = 5.9%.
Standard (SBK) se laaste dividend opbrengs is (540c+454c)/R157.47 -20% = 5.0%.

Aandele wat daal, hou aan daal:

Alviva Holdings Ltd. (AVV) was Pinnacle (PNC) prys/wins = R14.15/289.3c = 4.9.
Assore (ASR) prys/wins = R245.26/R61.87 = 4.0, laaste dividend opbrengs = (1000c+1400c)/R245.26 = 7.8%.
Hudaco Industries (HDC) dividend opbrengs (190c +410c)/R101.50 -20% = 4.7%, cum 18 Feb (min handel).
Hyprop (HYP) verwagte Junie dividend opbrengs ~R6.56/R53.87 ~ 12.2%.
Invicta (IVT) prys/wins = R15.57/~2x149c ~ 5.2 (min handel).
Redefine Properties (RDF) verwagte Junie dividend opbrengs ~92.5c/719c ~ 13.2%.
SA Corporate Real Estate (SAC) verwagte 2019 dividend opbrengs ~41c/290c ~ 14.1%.
Supergroup (SPG) het sonder enige nuus geval na prys/wins R24.88/373.4c = 7.4.
Vukile Property Fund (VKE) (103.37872c + 80.84c)/R17.90 = 10.3%.

Die swak Rand help:

British American Tobacco PLC (BTI) styg, dividend opbrengs 203p x R19.81 /R659.00 ~ 6.1% voor belasting.
Reinet (RNI) het vertikaal opgeskiet na R322.60.
EPP N.V. (EPP) laaste dividend opbrengs €0.116 xR16.65/R17.38 -15% = 9.4%.
Exxaro Resources (EXX) laaste dividend opbrengs (555c+864c)/R121.77 -20% = 9.3%.
Hammerson PLC (HMN) laaste dividend opbrengs (14.8p + 11.1p)xR19.81/R46.22 = 11.1%
Kumba (KIO) laaste dividend 2xR30.79/R349.54 -20% = 14.1%

Aandele wat nog duur is:

AVI (AVI) het geval na 'n handels verklaring, na 'n prys/wins van R77.40/~R5.04 ~ 15.4.
Clicks (CLS) se aandeelprys kom nader aan die omkering van die vertikale styging van R216 na R247, prys/wins R244.28//672.2c = 36.
Famous Brands (FBR) het aangehou val na 'n prys/wins van R73/R2.90 = 25.
JSE (JSE) prys/wins verwag R110.00/~813c ~ 14.
Mr Price (MRP) prys/wins = R170.12/(659.9c+435.9c) = 16.
Quilter PLC (QLT) het vertikaal opgeskiet, en het laas 'n verlies gemaak.
Spar (SPP) het deur die neklyn van 'n kop-en-skouers patroon geval, wat dit kan terugneem na die R170 wat die bodem is van 'n sywaartse band.
Tiger Brands (TBS) prys/wins = R198.00/1318.1c = 15.
Woolworths (WHL) as die -20% dalende wins voortduur, is die prys/wins R44.38/~295c ~15.


Vrydag 31 Jan 2020

Aandele - Suid Afrika

Die Rand is laat middag R19.75/£. Die Brent olie prys het na $56.35 x R14.97 = R843.56 geval, teenoor R912.91 vir die ses maande tot Des. Die mark dink die coronavirus gaan die aanvraag na olie verminder. Die prys word egter bepaal deur VSA skalie, en hulle benodig ten minste $70. Die yster erts prys bly by $92.44, wat myne aantrekllik maak met die swak Rand.

Hudaco (HDC) se omset vir die jaar tot Nov was +5.1% hoër, en vwVPA +5.6% hoër na 1329c, of vergelykbaar +4.2% na 1217c. Dividend 190c + 410c. Nov19. Min handel.

Aspen (APN) verkoop Japanese besigheid: senspdf.

SASOL (SOL) verwag vir die 6m tot Des 'n wesens VPA van R4.79 tot R7.11, -69% tot -79%, of kern R7.90 tot R10.04, -53% to -63% laer: senspdf. Dan is die prys/verdienste rondom R256.50/~R17.94 ~ 14.3. Dis die swakste wins sedert 2005.

Tongaat Hulett (TON) se inkomste vir die 6m tot Sep was -8.2% laer of -1.5% op herverklaar, en vwVPA 'n verlies van -74.1c: Sep19. Die prys/verkope is R13.21/~2xR59.84 = 0.11. Die 6m bedryfs wins is R9.46 per aandeel, voor netto finansierings kostes van -R6.62, en monitêre verlies van -R2.43. Die finansiering kostes van 2x R7.02 is 'n rentekoers van 14.6% op R96.16 se lenings per aandeel. Dus duur skuld. Die mark se tyd word vermors deur 'n handels verklaring uit te reik twee dae voor die resultate.

Op die internet - Suid Afrika

Die krag onderbrekings gaan vandag voort. Waarom is die ANC steeds in die regering? Demokrasie werk nie in Afrika nie. More frequent load shedding coming: Eskom CEO - Tech Central.

Cyril Ramaphosa has launched an SIU investigation into a big project failure some blame on Pravin Gordhan - Business Insider SA.

Health Minister Zweli Mkhize says South Africa is on 'High Alert' as Coronavirus spreads through Africa - IOL.

Suid Afrika se invoere was R88.47 biljoen in Des (SARS), wat +3.4% meer is as die R85.58B van 'n jaar gelede. Dit is altyd laer in Desember omdat die ekonomie tot stilstand kom. Uitvoere was R103.31B, wat +0.5% meer is as die R102.75B 'n jaar gelede. Dit beteken netto kapitaal uitvloei was R14.85B vanjaar, en 17.17B 'n jaar gelede.


Donderdag 30 Jan 2020

Aandele - Suid Afrika

Fondsbestuurders probeer om die aandele waarin hulle belê is op te praat, terwyl die maatskappye duidelik besig is om al swakker te vaar, saam met die ekonomie. Dis basies bedrog wat gepleeg word, sodat hulle kan aanhou geld maak uit kliente.

Ellies (ELI) resultate: Okt19.

Sasol (SOL) Lake Charles eenheid tree in werking: senspdf.

Ascendis Health (ASC) mark opdatering: senspdf.

Mix Telematics (MIX) derde kwartaal: Des19. Baie min handel.

DRDGold (RDR) handels verklaring: senspdf. Die prys/wins 884c/~2x48.4c ~9.1.

Massmart (MSM) 52w verkope +3.0%, en verwagte verlies -342.9c tot -384.5c (gelykbreek tweede helfte): senspdf.

Sasol (SOL) verhandel teen 'n prys/wins van R255.68/~2xR16.68 ~ 7.7, en prys/verkope van R255.68/R328.20 = 0.78. Van Jan 2009 tot Jan 2020 het die petrol prys 1552c/576c +9.4% per jaar opgegaan. Die VSA chemiese aanleg wins behoort rondom R20 wins by te dra.

MTN pledges to invest R23-billion in Nigeria - Techcentral. Wat hulle kan doen is om 'n meel fabriek oop te maak. Is Dangote beskikbaar?

Game stores will ditch food and bring back cheap clothing – here's what we know about its turnaround plan - Business Insider.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 30 January 2020. Stage 2 loadshedding to be implemented from 21:00 to 06:00": kennisgewing.

Universiteite en die nuwe SA - Die Vryburger.

Eskom ran its power stations like kombi taxis – Expert - Mybroadband. Die ANC dink hulle sou alles wat die blankes geskep ook kon gedoen het, en het daarom al die blankes uit die staat en semi-staatsdiens gedruk. Die poskantoor is van 'n posdiens met blanke personeel na 'n staats toelae agent met swart werknemers omskep.


Woensdag 29 Jan 2020

Aandele - Suid Afrika

Die yster erts prys is steeds $93.34 x R14.63 = R1366 teenoor omtrent R1399 vir die 6m tot Des, en R1534 vir die 6m tot Junie. Die palladium prys het teruggeval van die $2580 piek na $2330. Die rhodium prys word vasgehou op $10,000.

Arrowhead (AHA, AHB) verkoop R1.322 biljoen se eiendom, 4.7% se aandele was teruggekoop, en nog 15.3% word dalk teruggekoop: senspdf. Die mark het die aandeelprys verkoop tot 'n opbrengs van ~66c/377c ~ 17.5%, nadat die bestuur waarde vernietig het met 'n Gemgrow transaksie.

Tongaat Hulett (TON) handels verklaring: senspdf.

Anglo (AGL) diamant verkope: senspdf.

Quilter PLC (QLT) vierde kwartaal handels verklaring: senspdf.

Tencent (HK 0700) is vroeg oggend +0.6% hoër na HK$388. Dalk is die gedagte dat mense wat by die huis bly weens die coronavirus meer van Tencent se dienste sal gebruik.

Op die internet - Suid Afrika

R4bn loan to SAA could be throwing good taxpayer money after bad - Biznews. Die ANC verstaan nie die beginsel dat kliente wegbly van besighede wat dienste kan staak nie. Die ANC weet niks van 'n moderne beskawing nie.

South Africa will caution Trump against ‘premature’ trade review - Engineering News. "... alleges South Africa’s Copyright Amendment Bill and Performers’ Protection Amendment Bill fail to “provide adequate and effective protection of US copyrights.” ". Grond onteiening sonder vergoeding sal 'n einde maak aan die voorkeur handels ooreenkoms.

The Great African IP address heist – Engineer fired from AFRINIC - Mybroadband.

Op Twitter: Louis Nel @LouisNel: "It's okay, I still won't pay. Then you can come and repossess my property from the Government." ....

.... SA Home Loans @SAHomeLoans: "Replying to @sa_mum and @JacquesMaree73. In the event of expropriation, the bond repayments would still remain owing to the mortgage lender. However, we understand that the rights of all parties will be considered in any expropriation processes and have no reason to believe that residential properties will be affected." Die belaglikheid van die ANC se grond onteiening sonder vergoeding. Alle grond eienaars moet sorg dat hulle 'n verband lening oor die eiendom het, verkieslik van die Land Bank, wat deur die regering besit word.


Dinsdag 28 Jan 2020

Aandele - Suid Afrika

Lewis (LEW) handels opdatering: senspdf.

Spur (SUR) opdatering: senspdf.

Anglo Platinum of Amplats (AMS) verwag vir die jaar 2019 'n wesens VPA van 6689c tot 7265c: senspdf. Die tweede helfte prys/verdienste is R1155.00/~2xR41.71 ~ 13.8.

Cell C defaults on interest repayments on R2.7-billion loan - Tech Central. senspdf. Internet tariewe gaan styg.

Global crude steel output increased 3.4% in 2019 - Engineering News.

Op Twitter: Albie Cilliers @albie_cilliers: "Find the number of shares @Naspers and/or Prosus indirectly owns of their listed investments, incl @TencentGlobal, in their Fin Statements and win a Datsun !"

Die Brent olie pys wissel tussen $58 en $69. Die styg stadig, en tuimel dan terug. Dit lyk of die prys hoër neig.

Op die internet - Suid Afrika

Die grond wat die ANC onteien sal word sal gestroop word van alles wat waarde het. Almal wat deur die voormalige swart state gery het, het die bouvalle gesien.

Eskom says regulator ‘artificially’ deducted billions in revenue from tariff - Moneyweb. Die publiek moet betaal vir die geld vermors op wind turbines, deur hoër elektrisiteits tariewe, of inflasie op alles weens regering geld drukkerye.

Delayed govt payments forcing contractors out of business – Databuild - Engineering News.


Maandag 27 Jan 2020

Aandele - Suid Afrika

Woolworths (WHL) se groep verkope vir die 26 weke tot 29 Des was +3.8% hoër, en verwag 'n verstelde verdunde wesens VPA van 174.5c tot 184.6c, -9.0% tot -14% laer, of met IFRS rekening standaard 157.2c tot 167.4c -17.5% tot -22.5% laer: senspdf.

Tencent (HK 0700) verhandel eers weer Woensdag weens Chinese nuwejaar. China het die vakansie uitgestel tot 2 Feb. Of dit ook geld vir die Hang Seng aandeel beurs is onseker.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: 'My cover page of the 5-page note I wrote late week on my current views on what's going on in domestic poultry sector to BENEFIT the sector; polish suspension of imports, maize & the tariff being signed...All +ve news once all is "officially official" ': beeld.

Op die internet - Suid Afrika

Authorities prepare South Africa for coronavirus - GroundUp.

Volunteer group fights for dignity of their town - Sowetan Live. Die betaalde swart beamptes doen niks, en dan moet vrywilligers die werk doen.

Op Twitter: Stats SA @StatsSA: "Business liquidations in South Africa increased by 10,7% in 2019 compared with 2018, from 1?845 to 2?042 cases. This followed annual changes of -1,2% in 2018 and -3,4% in 2017. Read more here: https://bit.ly/2t4UzZi"


Sondag 26 Jan 2020

Op die internet - Suid Afrika

SAA to suck up another R8 billion for ‘restructuring’ - BusinessTech.

Major change in plans for land expropriation in South Africa: report - BusinessTech. "The ANC is proposing a new amendment to land expropriation without compensation that will see decision-making shift from the country’s courts to a central ‘land tsar’."

Op Twitter: Karin Richards @Richards_Karin: 'Absa expects VAT to increase from 15% to 16% in the Budget to plug the fiscal hole. Plus an ↑ in the fuel levy of 30c/lt. Plus Eskom wants at least R100 billion more from consumers. All unfair. We did not steal the billions that are the root cause of this mess. But we must pay.' 'Economist Dawie Roodt also sees a sharp increase in taxes as the only way out. However he believes VAT, whilst the least damaging option, to be "...politically almost impossible, while higher personal income tax will be much easier to implement.” ~quoted in BusTech, 20Jan'20.'

Op Twitter: Magnus Heystek @MagnusHeystek: "FNB property economist John Loos says commercial rates have increased by 550% over 10 years versus 220% incease in CPI inflation. That’s killing our property market. All property owners should read that report." Die ANC en DA belas die rykes om voordele aan kiesers uit te deel.

Die bostaande 4 items wys Suid Afrika is nou in die pylvak wat die ANC se vernietiging betref.

Minister’s husband blamed for closure of R1-billion electronics factory - TechCentral. Het Multichoice verkope verswak? DSTV se formaat het dieselfde gebly, terwyl al meer inhoud op wêreld wye web verskyn het.

It can cost you R10,000 to stay at The Leonardo, the tallest not-quite-finished skyscraper in Africa - Business Insider.

Eating chilli peppers 4 times a week could cut your risk of deadly diseases, even if the rest of your diet is unhealthy - Business Insider.


Vrydag 24 Jan 2020

Aandele - Suid Afrika

Pepkor (PPH) handels opdatering: senspdf.

Pan African Resources PLC (PAN) bedryfs opdatering: senspdf.

Sasol (SOL) Lake Charles opdatering: senspdf.

Reinet Investments (RNI) netto bate waarde: senspdf. Waarde sedert Mar12: €18.6 €20.5 €21.0 ~€25.91 €26.65 €30.63 €26.17 €25.30 (Des 2019 € 29.62).

WATCH: Anglo American shares slide on disappointing production figures - IOL.

Op die internet - Suid Afrika

PICS | What Greenmarket Square and the Cape Town CBD looked like in 1900 - Traveller24.

South African restaurant sets Guinness World record with its 207 different milkshakes menu - Traveller24.

Zimbabwe food crisis worsens with few signs of corn imports - IOL. Die wêreld het omgegee toe Zimbabwe 'n blanke regering gehed het, maar stel nie belang in wat swartes doen nie.

EXPLAINER: How SAA landed in such a mess – and what will happen next - Business Insider SA.

These SA towns will get better roads and internet connections under a draft spatial development plan - Business Insider SA. Die ekonomieë van die dorpe verdwyn saam met die blankes. Dit sal nie betaal vir die koste van die infrastruktuur nie.

Op Twitter: Chris Yelland @chrisyelland: "Can anyone tell me what happened to the Chief Restructuring Officer that was a requirement by the Minister of Finance as a precondition for the R69bn bailout of @Eskom_SA announced in early 2019? The 6-month term of the Eskom CRO came to an end with nothing to show for it!"


Donderdag 23 Jan 2020

Aandele - Suid Afrika

Arcelor Mittal (ACL) handels verklaring: senspdf.

AVI (AVI) verwag 6m wVPA -3% tot -5% laer na 290c tot 296c: senspdf. Dan is die prys/wins rondom R85.35/~503.5c ~ 17. Nog 'n aandeel wat fondsbestuurder probeer oppraat.

Blue Label Telecoms (BLU) handels verklaring: senspdf.

Clicks (CLS) 20 weke omset +9.9%: senspdf. Die laaste prys/wins is R255.80/672.2c = 38. Dis duur vir groei van 10%.

Amplats (AMS) produksie: senspdf.

Anglo American PLC (AGL) produksie: senspdf. "A 10% increase in platinum and palladium volumes".

Kumba (KIO) produksie: senspdf. Plaaslike verkope was -73% laer. Die ANC ekonomie val by 'n afgrond af.

Die yster erts prys is steeds by die $93. Die laaste ses maande prys is omtrent R1399, teenoor R1534 die eerste ses maande van 2019, wat -8.8% laer is. Die dividend opbrengs en inflasie behoort 'n goeie opbrengs te gee op die langtermyn. Kumba se aandeel prys het oor 13 jaar gestyg, maar tussen-in gewissel van R611.58/R37.91 = 16.1 in Feb 2013 na R26.40/R11.82 = 2.2 in Jan 2016. As kostes en volume dieselfde bly, sou die myn waardasies as volg wees:

Kumba (KIO) R400.75/~2xR21.80 ~ 9.2.
ARM (ARI) R177.62/~2xR13.18 ~ 6.7.
Assore (ASR) R278.00/~2xR30 ~ 4.6.

Telkom blames Vodacom and MTN for its problems – Here is the truth - Mybroadband.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "Update, on time. Doing radio interview @MichaelJAvery @ClassicFM1027 @6.50 tonight on my breaking story on poultry tariffs & positive sector news (Polish import suspension) & supportive maize futures Poultry sector looking even clucking better (when) official news breaks"

Op die internet - Suid Afrika

South Africa is in very deep trouble – Economist - Mybroadband.

Sales of biltong rocketed by 500% in the US last year, and the biggest seller thinks it can double consumption again this year - Business Insider SA.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#Eskom_EasternCape #MediaStatement. Eskom to interrupt bulk electricity supply to Dr Beyers Naude Local Municipality @Dispatch_DD @HeraldPE": kennisgewing (Graaff-Reinet, Willowmore, Aberdeen, Jansenville, Steytlerville and Klipplaat). Van 7 Feb 2018 op Facebook: Dr Beyers Naude Local Municipality message: "The main water supply line to Kroonvale has been vandalized. This could mean interrupted water supply to the abovementioned area. Municipal workers are on the scene and working to resolve this problem. We ask the community's patience during this time."

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#EskomGauteng #MediaStatement. Eskom to disconnect supply to Westrand Power Distributors."


Woensdag 22 Jan 2020

Aandele - Suid Afrika

Shoprite (SHP) se verkope +7.0% hoër vir die 6 maande tot 29 Des: senspdf. Dit was +7.3% vir die 3 maande tot Sep, en +22% vir die 6m tot Junie.

Naspers (NPN) verkoop €1.5 biljoen se Prosus aandele: senspdf.

Op die internet - Suid Afrika

Op Twitter: mike schussler @mikeschussler: "Eskom produced less power in the last 4 months than at anytime in the last 17 years! The December data is likely to be worse but the 4 months to November was the lowest Eskom produced power in since October 2003! Low levels of production make paying debt a tax payer problem!": grafiek.


Dinsdag 21 Jan 2020

Aandele - Suid Afrika

Brait SE (BAT) regsaanbod.

Cashbuild (CSB) inkomste vir die tweede kwartaal -4% laer: senspdf.

BHP (BHP) bedryfs oorsig: senspdf.

Tencent (HK 0700) het teruggeval na $385 nadat dit opgeskiet het oor $400.

Cement imports accelerate - Moneyweb.

Intu confirms equity raise in face of UK woes, debt burden - Moneyweb.

South African chrome firms warn of more than 1 200 job cuts - Engineering News.

Op Twitter: Bruce Whitfield @brucebusiness: "This Spar, in Davos, like others in Switzerland, is owned by Spar in Sa": foto. En maak nie 'n wins nie.


Maandag 20 Jan 2020

Aandele - Suid Afrika

Palladium het vertikaal opgeskiet na $2580 per ons. Rhodium is $9100. Dit wys die belaglikheid van 'n produk vervaardig (uitlaat stelsels) wat afhanklik is van beperkte bronne.

Intu Properties (ITU) mark opdatering: senspdf.

Grindrod to invest R175m in AutoPort in KwaZulu-Natal - Moneyweb. Net bestyds vir 'n 12.8% afname in pad en spoor goedere vervoer.

Op die internet - Suid Afrika

Money from Lottery goes to cousin of National Lotteries Commission boss - Fin24.

Op Twitter: Stats SA @StatsSA: "The volume of goods transported on our roads and railways fell by 12,8% y/y in November 2019. The corresponding income was down by 8,9% over the same period. Download the the latest land transport figures here: http://statssa.gov.za/?page_id=1854&PPN=P7162&SCH=7542 #StatsSA". In teenstelling met die amptelike ekonomiese groei syfer relatief tot 'n vals inflasie syfer, toon die volume 'n -12.8% daling in die ekonomie.

Die onderstaande St Louis Federale Reserwe grafiek toon Suid Arika se ekonomiese uitset relatief tot die M3 geld voorraad. Sedert die ANC oorgeneem het in 1994, het die geld in omloop minder ekonomiese bedrywighede opgelewer.

.



Saterdag 18 Jan 2020

Op die internet - Suid Afrika

Windy Cape Town is holding back undersea internet cable repairs – as some SA users lose Twitter access - Business Insider SA.


Vrydag 17 Jan 2020

Aandele - Suid Afrika

Foschini (TFG) nege maande omset +5.9%: senspdf. Dit was +6.3% vir die eerste ses maande.

Mr Price (MRP) 13 weke verkope +3.5%: senspdf.

Richemont (CFR) derde kwartaal verkope +6%: senspdf.


Donderdag 16 Jan 2020

Aandele - Suid Afrika

South32 (S32) kwartaal: senspdf.

Telkom to shed 3000 jobs as mobile surges - IOL.

Kleinhandelaars is vandag laer na Truworths se aankondiging. Clicks (CLS) het gister 'n nuwe hoogtepunt van R266.41/R6.722 = 40 bereik. MrPrice (MRP) was op na R190/(659.9c+435.9c) = 17.3. Pick n Pay (PIK) het opgeskiet na R65.71/(222c+90.61c) = 21, teenoor Shoprite (SHP) se R122.45/779.9c = 15.7. Spar (SPP) het opgeskiet na R199.72/1123.6c = 17.8. Volgende maand gaan belasting weer nie aangepas word vir inflasie nie, en die ekonomie verder verswak.

Op Twitter: Stats SA @StatsSA: "South African #wholesale trade sales fell by 3,7% y/y in November 2019. Sales decreased by 1,5% in November 2019 compared with October 2019. This followed m/m changes of 0,8% in October 2019 and 1,6% in September 2019. Read more here: https://bit.ly/2FSAyYu". Die aandeel mark dink kleinhandelaars gaan goed doen.

Op die internet - Suid Afrika

Eskom CEOs from 1985 to 2020 – The problem is clear - Mybroadband.

Slow Internet speeds for South Africans due to cable outage - Mybroadband.

Die Monitêre Beleids Komitee (Reserwe Bank) het die terugkoop koers -0.25% verlaag na 6.25%

Op Twitter: Arabile Gumede @ArabileG: "NEWS: @flysaa has put 9 planes up for sale valued at R37bn. The Airbus A340's were used to fly to Frankfurt, New York, Hong Kong, Munich & Perth. Four of the planes were first used in 2001, while the others were first used in 1993. Sale includes 15 spare engines #SABCNews" SAL is juis in die moeilikheid omdat hulle vliegtuie verkoop het om lopende uitgawes te dek, en eerder gehuur het.

Op Twitter: Business Insider SA @BISouthAfrica: "South African taxpayers have paid R16.5bn to bail out SAA over the past decade — almost R1,000 per household".


Woensdag 15 Jan 2020

Aandele - Suid Afrika

Truworths International (TRU) 26 weke verkope +1.2%: senspdf.

Onelogix (OLG) handels opdatering: senspdf. Gewoonlik min handel.

Bob van Dijk sells Naspers shares worth R1-billion - TechCentral.

Court confirms reckless lending ruling against Shoprite - Moneyweb.

Op die internet - Suid Afrika

Op Twitter: NUM @NUM_Media: "NUM will stage a picket today against the unbundling of Eskom and against privatization of the power utility. The picket will take place today 15 January 2020, 12 to 1 pm at Eskom Head Office at Megawatt park. Members of the media are invited. @JacaNews @ThobelaFMYaka @CapricornFM"

Op Twitter: Magnus Heystek @MagnusHeystek: "Waldimar Pelser, editor of Rapport has reacted to my tweet about its relationship with the ANC/CR. Not true, he says, we have become very critical of CR/ANC. Good to hear and happy to apply audi alteram partem." As dit nie was vir Naspers se ondersteuning van die Nasionale Party sou hulle nie Multichoice gehad het nie, en dalk nie in Tencent belê het nie, gegewe hoe die gedrukte media agteruit gegaan het nie.

Table Mountain's Slangkop tented camp closed due to 'spate of crime incidents' - only 1 of 4 still open - Traveller24.

'Forget about state capture': Eskom warns of collapse without higher tariffs as it faces regulator in court - Fin24. Mense het lankal verwag die ANC gaan uiteindelik geld druk om vir die al geld vermorsing te betaal.

Retail sales beat estimates on Black Friday boost - Moneyweb. Die 2.6% groei in November is relatief tot die amptelike inflasie koers van 3.6%, wat nominaal 6.3% is. As 'n mens die helling van die Rand/$ wisselkoers neem die afgelope 3 jaar en 6% VSA inflasie by tel (omdat hulle inflasie syfer ook nie geloofwaardig is nie) dan is die werklike inflasie koers in Suid Afrika 10% per jaar. Die Rand word te sterk gehou deur invoer beskerming en subsidies. Dit behoort te verswak omdat inflasie hoër is as 10%.


Dinsdag 14 Jan 2020

Aandele - Suid Afrika

Woolworths (WL) hoof uitvoerende beampte: senspdf. Afdelings winkels sukkel al vir dekades. Die aandeel prys is op na 5255c/368.7c = 14.3. Volgens die laaste opdatering vir die 20w tot 17 Nov was groep verkope +2.2% hoër.

Vodacom in talks to take subscribers from struggling Cell C - Moneyweb.

After the indigestion-causing Just Eat snafu, Prosus moves on to Indian fintech providers - Business Maverick.

Op die internet - Suid Afrika

Not all cars are created equal when it comes to resale value - Moneyweb.

Watch: Couriers flee in terror as robbers pounce on East Rand route - The South African. Die ANC kan nie basiese regerings funksies verrig nie.

Court orders dissolution of Makana municipality in Eastern Cape - The South African.


Maandag 13 Jan 2020

Aandele - Suid Afrika

Massmart (MSM) winkels en personeel verminder: senspdf. Jobs bloodbath looming at Massmart-owned DionWired - Tech Central.

Telkom shares rocket over 21% - Moneyweb.

Op die internet - Suid Afrika

Wat Eskom kan doen is om nog 100 kragstasies te bou, en gratis elektrisiteit aan die res van Afrika te voorsien.

Finally, a credible plan to fix Eskom - Moneyweb. Te oordeel aan die redes vir die krag verlies lyk dit nie na langtermyn instandhoudig nie, maar gebrek aan bekwame personeel.

Adriaan Basson: Who is really running Eskom? - Fin24. In alle regerings departemente en besighede was die bekwame blankes wat alles geskep het, vervang deur regstellende aksies.

Op Twitter: Bongani Bingwa @bonglez: "Minister of Public Works and Infrastructure Patricia De Lille confirms that over 3000 employees in her department run 300 companies doing business with the SAME DEPARTMENT!!!! #702Breakfast".

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#Eskom_FreeState #MediaStatement. Transformer failure at Rouxville Substation leads to loss of electricity supply" kennisgewing. Betaal die dorpe vir elektrisiteit? Eskom herstel gereeld die toevoer vir mense wie nie betaal nie.

Lindiwe Sisulu hits out at detractors over R900bn water master plan - Business Live. Dis R30,000 per volwassene, waarvan die meerderheid nie werk nie. Elke huishouding van 2 volwassenes kan 12x 5000 liter tenks koop vir die geld.

Unions plot mega shutdown - Zimbabwe Situation.


Sondag 12 Jan 2020

Op die internet - Suid Afrika

Watch: No electricity at OR Tambo, as Eskom sub-station bursts into flames - The South African. Hoe paslik vir 'n lughawe wat die blankes geskep het, en na 'n terroris herdoop is.

Op Twitter: mike schussler @mikeschussler: "Next year we will be poorer than the average developing country citizen. The 39 advanced countries are way ahead and we are now falling below the average of the 155 developing countries in the world. Shockingly South Africans were twice as rich as the average 20 years ago.": chart.


Saterdag 11 Jan 2020

Op die internet - Suid Afrika

11 tourists robbed at gunpoint in Khayelitsha - The Citizen.

This is the coolest tech from CES 2020 - Mybroadband.

You have to take responsibility for your own electricity future in South Africa – Expert - Mybroadband. Nie alleen elektrisiteit nie. Die ANC gaan inflasie opjaag net soos Zimbabwe. Mense moet óf beskerming hê teen inflasie, óf self versorgend word. Al meer produkte gaan skaars word omdat die publiek dit nie kan bekostig nie, en handelaars sal ophou om dit aan te hou.

Eskom crisis, jobs top ANC’s priority list, Ramaphosa vows - Fin24. Suid Afrika kan nie meer kragstasies of wind turbines bekostig nie. Om die gebrek aan elektrisiteit die skuld te gee vir werk skepping is belaglik. Grond hervorming beteken meer belasting geld om swart boere te ondersteun.

Zimbabwe's government workers reject 97% salary increase - Fin24.


Vrydag 10 Jan 2020

Aandele - Suid Afrika

Naspers (NPN) Prosus aanbod vir Just Eat PLC verval: senspdf.

MTN (MTN) prokureur-generaal in Nigerië verwys eis na belasting owerheid: senspdf.

RMI (RMI) Australië bosbrande: senspdf.

Op die internet - Suid Afrika

Honderde stroom in van Zimbabwe - Die Vryburger.

3 planned road rules for South Africa you should know about in 2020 - BusinessTech. "You may pay for contesting fines". Die regering antwoord nie op navrae nie.

On Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 10 January 2020. Loadshedding will stop at 23:00 on Friday evening, and start again on Saturday morning at 09h00." kennisgewing.

Matric maths results paint a horrifying picture - TechCentral. "The minimum score for a pass is 30%"

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT1. Date:10 January 2020. Stage 1 loadshedding will be implemented from 06h00 until 23:00 today" kennisgewing.

Mboweni warns that without big reforms it's 'game over' for SA - Fin24. Laer belasting word nie genoem nie. Dus beteken die "hervoming" absoluut niks. Die ANC hou aan met dieselfde transformasie na 'n insluitende ekonomie, wat die probleme veroorsaak het.

Op Twitter: Athandiwe Saba @Athi_Saba: "The worlds most unstable region...tell me which one jumps out at you. @CarlosCartoons does it again in the @mailandguardian": spotprent.

Khayelitsha clinic closes to most patients after burglary - The South African.

ANC 108: Ramaphosa withdraws from events amid SANDF deployment saga - The South African.


Donderdag 9 Jan 2020

Aandele - Suid Afrika

Brent olie het teruggeval na $65.53, en goud na $1547.74.

Pick n Pay (PIK) se aandeel prys is stadig besig om die opskiet van R61 na R69 om te keer. Sanlam (SLM) is naby 'n kop-en-skouer neklyn wat dit kan terugneem na die onderkant van 'n sywaartse band by R70.

Tongaat shareholders approve its loan plan, but there's a long battle ahead - Fin24.

Op die internet - Suid Afrika

Die M3 geld voorraad groei vir die 4 maande tot November: 7.45% 6.14% 7.28% 7.35%. As die ANC die ekonomiese verswak, is die inflasie hoër as 7.35%. Die petrol prys het 15.6% toegeneem vir Januarie. Die willekeurige uitgawes soos kruiderniersware pryse is onder druk, maar die verpligte uitgawes, soos munisipale onkoste het laasjaar steeds teen 13% gestyg.

Op Twitter: Stats SA @StatsSA: "#Manufacturing production decreased by 3,6% in November 2019 compared with November 2018. Nine of the ten manufacturing divisions reported negative growth rates over this period. Read more here: https://bit.ly/2NaGbW5". Dis relatief tot die amptelike inflasie koers, wat 3.6% was in November (Stats SA). Dus vervaardiging het 0% gegroei in nominale Rand. As die werklike inflasie 13% is, het vervaardiging -13% geval.

EDITORIAL: Throttling the golden goose - BusinessLive

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA "@POWERALERT 1 Date: 09 January 2020. Stage 2 loadshedding to continue until 06:00 on Friday": kennisgewing.

Op Twitter: Ian Cruickshanks @IanCruickshanks: "All in SA vulnerable to Eskom blackouts. On SABC TV News interview at 12h00 today there were 3 power breaks with no automatic switch to immediate emergency service supply. Without exception all are vulnerable to SA SOE service interruptions.Outlook for deeper recession growing." #ANC108: Cake & Champagne as the ANC promises to correct its ways - EWN.

Op Twitter: Helen Zille @helenzille: "Just driven through Kimberly. The municipality furiously fixing potholes and paving verges. Soldiers in camouflage gear. The place crawling with black Beemers and security. ANC appropriating airport, waiting for the brass to arrive. Where does one start?"


Woensdag 8 Jan 2020

Aandele - Suid Afrika

Die rhodium prys het binne 'n week opgeskiet van $6050 na $7950. Palladium teen $2087 volg steeds 'n opwaartse koers. Platinum verander min teen $968.

Op Twitter: Karin Richards @Richards_Karin: "Stock Picks 2020: Last year's picks worked out very well. But this is often a big red flag. Am not expecting anywhere near the same result this year. Bottom of the platinum/ gold market was probably a once in a decade opportunity. Last year: Goldfields, Impala, Sibanye, MEI, OMU": tabel.

Op Twitter: Mark Narramore @marknarramore1: "SA Vehicle Exports continue to grow - good for Metair" grafiek. 'n Grafiek wat wys hoe SA verarm word deur uitvoer subsidies.

Op die internet - Suid Afrika

Hilux, Suzuki, Vivo big winners in 2019; premium brand sales on the decline - Engineering News. Duitse handelsmerke het duur geword.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 08 January 2020. Eskom to implement Stage 2 loadshedding from 21:00 this evening until 08:00 tomorrow morning": kennisgewing. Dit beteken seker hulle brandstof het opgeraak.

SA’s problem of a narrow tax base and high taxes - Moneyweb.

Op Twitter: #ANC108 #ANCNC2020 #Khawuleza @MYANC: "As we head to the #ANC108 anniversary, let's reflect on the progress we have made as we continue to #Khawuleza to deliver to all South Africans.": The number of social grant recipients increased from 2.4 million in 1996 to 17.6 million in 2018.


Dinsdag 7 Jan 2020

Aandele - Suid Afrika

Dit lyk of die Tencent (HK 0700) aandeel prys teen HK$385.60 steeds wil styg. Die hoogste vlak die afgelope 12 maande was HK$395.60. Dis nog ver van die Jan 2018 allerhoogste vlak van HK$471.20.

Op die internet - Suid Afrika

Here are South Africa’s matric results for 2019 - BusinessTech. Die ANC het die standaarde verlaag ter wille van die swartes. Die slaag syfer is nou 81.3% teenoor 53.4% in 1995 (BusinessTech).

Prasa has shown itself to be the ultimate gravy train - Moneyweb.

Government plans a new website where farmers can donate land - Business Insider SA. Die swartes het vir 50 jaar niks gedoen met die grond in die onafhanklike swart state nie. Die probleem is die ANC herken nie blankes as burgers nie, anders sou hulle die grond vir mense gegee het wat kan boer, en werk skep.

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 2. Date: 07 January 2020. Eskom to implement Stage 2 loadshedding from 01:00 until 06:00 tomorrow morning in order to accommodate the release of matric results": Kennisgewing. Die belaglike aankondiging wys watse idiote die land oorgeneem het. Matriek resultate was jare gelede 31 Des aangekondig.


Maandag 6 Jan 2020

Aandele - Suid Afrika

Sasol (SOL) is vanoggend net 2.1% hoër na R318.41. Die Brent olie prys trek al by $70.19.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "Doing the back at my desk update. $JSEAFT Afrimat has (flat) Festive period. R31.24 currently. Iron ore pushing towards $95 on S/T factors. #AFT Feb YE. Bet (many) forgotten about their Fe62% 'protection'. I can see BUMPER YE trading update coming sometime. Been saying as like H1." Min handel.

Op Twitter: Smalltalkdaily Research @smalltalkdaily: "Doing the back at my desk update. $JSEPSG PSG Group discount to sum of the parts (SOTP) has WIDENED over Festive holidays now at -26.9%. R19bn of 'missing' value or equal to all of Curro, PSG Konsult, Zeder & much of PSG Alpha (all) valued at worthless by market. Shake the tree." Van die onderliggende aandele verhandel dalk teen hoë waardasies.

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "Date: 06 January 2020. No loadshedding expected today, despite a constrained and vulnerable system". kennisgewing.

Zimbabwe vice president's wife freed on bail after attempted murder charge - Reuters.


Sondag 5 Jan 2020

Op die internet - Suid Afrika

Op Twitter: Eskom Hld SOC Ltd @Eskom_SA: "#POWERALERT 1. Date: 05 January 2020. Stage 2 loadshedding will continue until 05:00 on Monday": Eskom.

Eskom is van gisteraand 10nm tot vanoggend 8vm weer terug met stadium 2 beurtkrag: Eskom.

Watch: Train arson attack destroys 24 carriages at Bloemfontein station - The South African. Die afgelope 26 jaar was Suid Afrika meer vernietig met die ANC in die regering as al die jare voor dit as terroriste organisasie.


Saterdag 4 Jan 2020

Op die internet - Suid Afrika

Hilary Duff and Matthew Koma Enjoy Safari on South African Honeymoon: ‘Doesn’t Get Better Than This’ - US Weekly.


Vrydag 3 Jan 2020

Aandele - Suid Afrika

Op Twitter: TradingView South Africa @za_tradingview: "#APN - $JSEAPN - Targeting R137 - TradingView - Aspen has broken its short term downward TL nd is now well on its way to fill the huge gap higher up." grafiek.

Op die internet - Suid Afrika

Chilling assessment: BEE has de-industrialised SA, pushed it backwards in time - Biznews. Dis soos omkoop geld aan stamhoofde wat al vir eeue bestaan.

US, Israeli travel advisories for SA escalated due to 'high crime', UK adds 'most visits trouble-free' - Traveller24. Die ANC herken bekwaamheid nie, en dus sal niks gedoen word nie.

Zimbabwe’s parched Bulawayo rations to save dwindling water - Zimbabwe Situation.


Donderdag 2 Jan 2020

Op die internet - Suid Afrika

The economy is in crisis. ‘SA consumers just don’t seem to get it’ - City Press. Suid Afrika se ekonomie krimp al lankal teen die werklike inflasie koers. Onderstaande FRED grafiek meet ekonomiese uitset in reële VSA dollars. Die VSA se inflasie koers is ook nie geloofwaardig nie, dus is die ekonomiese uitset nog laer.




Woensdag 1 Jan 2020

Op die internet - Suid Afrika

Die 95 oktaan petrol prys inflasie vir Jan is 1552c/1342c = 15.6% by die kus en 1616c/1401c = 15.3% binnelands.

UN pleads for R2.8bn in support for hunger-stricken Zimbabwe, as bread prices rise 20-fold in 6 months - Fin24. Van Rhodesia - Wikipedia: 'The United Nations Security Council Resolution 216 of 12 November 1965 called "upon all States not to recognise this illegal racist minority regime in Southern Rhodesia." '

Op Twitter: Adam Habib @AdHabb: "I just returned from Karachi & was struck by the consequences of living in a failed city. It demonstrated what happens when pub. instits collapse as a result of pol. rhetoric & inappropriate appts. Some of our cities are already here & others on route unless sanity prevails." ....

....Magnus Heystek @MagnusHeystek: "Try traveling a bit in your own country, prof. You will also be “shocked and amazed” to see how fast our country is falling apart." Almal kan sien die ontwikkeling wat die blankes opgebou het word omskep na 'n armoedige Afrika land, maar kiesers hou aan stem vir meer.

Bananas in South Africa - Grafiekretoriek. SA moet meer voedsel invoer weens blanke ontvolking van die platteland, net soos Zimbanwe.


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Kopiereg @2020