Dinsdag 31 Okt 2017
Suid Afrika aandele
Die voedsel maatskappye se prys/verdienste en laaste groei. Baie duur vir lae groei.
- AVI (AVI): R98.65/503.6c = 19.6, inkomste +4.4%, wins +12.1%, dividend opbrengs 2.0%
- Bidcorp (BID): R311.00/1178.4c = 26.4, inkomste -10.8%, wins -0.3%, dividend opbrengs 1.3%
- Bidvest (BVT): R171.50/1102.9c = 15.5, inkomste -48%, wins +5.6%, dividend opbrengs 2.3%
- Clover (CLR): R14.26/63.2c = 22.6, inkomste +2.7%, verlies, dividend opbrengs 0%
- Pioneer Food (PFG): R119.00/~468c ~ 25.4, inkomste ~ -11%, wins -47%, dividend opbrengs 2.5%
- Rhodes Food (RFG): R19.99/~92.8c ~ 21.5, inkomste ~ +11.7%, wins ~ -28%, dividend opbrengs ?
- Tiger Brands (TBS): R386.00/2133c = 18.1, inkomste +3%, wins +5.3%, dividend opbrengs 2.2%
Die IT maatskappye se prys/verdienste en laaste groei. Goedkoop met die moontlikheid van groei.
- AdapIt (ADI): R7.30/78.96c = 9.2, inkomste +9.3%, wins -3.7%, dividend opbrengs 1.5%
- Alviva (AVV): R19.63/255.6c = 7.7, inkomste -2.6%, wins +31%, dividend opbrengs 1.0%
- EOH (EOH): R105.41/808c = 13.0, inkomste +21%, wins +15.2%, dividend opbrengs 2.0%
Die JSE het +0.17% hoër gesluit. Die Rand/$ is swakker op R14.16. Die goudprys is $1270 x R14.16 = R17,980 (gister $1272 x R14.06 = R17,880). Die platinum prys is $913 x R14.16 = R12,930 (gister $915 x R14.06 = R12,860). Die yster erts prys is $60.31.
Groot stygings: Lonmin +5.1% na R19.48, Hulamin +4.4% na R7.20, Ethoscap +4.2% na R8.65, PPC +4.1% na R7.37, Capco +4.0% na R49.94, Implats +3.2% na R39.22.
Groot dalings: Octodec -8.3% na R20.09, Howden -5.0% na R34.00, Holdsport -3.8% na R59.04, Barworld -3.4% na R133.32, Massmart -3.1% na R107.05, Long4life -2.7% na R5.01.
Emira (EMI) VSA eiendom beleggings strategie: senspdf
Capital Appreciation (CTA) handels opdatering: senspdf
Implats (IMP) kwartaal produksie: senspdf.
Octodec Investments (OCT) se 6m huur uitkering tot Aug is laer, en die 12m uitkering +0.8% hoër. Geen groei word vir Aug 2018 verwag nie. senspdf. Die opbrengs is 203.1c/R21.90 = 9.3%. Lae handel.
Delta Property (DLT) resultate: senspdf.
Famous Brands bets the farm on UK burger restaurant recovery - Moneyweb. "But market watchers say the acquisitive fast food group is not yet out of the woods."
Wealthier South Africans also struggling - Moneyweb. Of hulle het die land verlaat.
Op die internet
Uber scrambles to head off Brazil bill regulating ride software - Reuters.
Will America's Prosperity Be Completely Wiped Out By Our Growing Debt? - Zero Hedge.
Janet Yellen’s Take on the Challenging Decade of Monetary Policy - Market Realist.
This Infographic Shows What Eating Too Much Sugar Does to Your Body And Brain - Science Alert. Voedsel vervaardigers gooi suiker in alles, byvoorbeeld slaai room (mayonnaise) en tamatie sous.
A new fund uses A.I. to invest in consumer and retail products with the best chance of success - CNBC.
Tennis superstar Serena Williams just bought a $6.7 million Beverly Hills mansion — here's what it's like inside - Business Insider.
The real cost of the Republican tax cuts - Vox.
One more reason not to binge on black licorice, the most divisive candy - Vox. Health Benefits of Licorice Root - Healthline. "This is due to the anti-inflammatory and immune-boosting properties of glycyrrhizic acid". Licorice: The Unique Root With 10 Amazing Health Benefits - Little Things.
Op Twitter: Aisha Sultan @AishaS: "I just saw a TV reporter pronouncing it as ‘aloo akbar’ which literally translates to ‘potatoes are the greatest’.
Op die internet - Suid Afrika
What is Eskom not telling us? - Moneyweb. "As PIC moves to buy Eskom home loan book."
MTN can’t claim its network is superior’ - Tech Central.
PSG-backed Cape company unveils water solution product - Fin24.
Sanral reveals the staggering amount of money it expects to lose from e-tolls this year - BusinessTech.
Capitec to offer unsecured loans at secured loan rates - BusinessTech. "Lower risk applicants who “bank smartly” can qualify for unsecured loans of up to R250,000 over 84 months at interest rates as low as 12.75% or prime + 3."
City of Cape Town gets go-ahead to deviate from municipal act to deal with drought - Engineering News. "Minister of Finance Malusi Gigaba has approved the City of Cape Town's request to deviate from Municipal Finance Management Act (MFMA) regulations in order to urgently deal with the drought, the City said on Monday". Hy het nie die reg om wette ter syde te stel nie. Parlement, as publieke verteenwoodigers, moet die wet verander. Die grondwet sê verder: "27. (1) Everyone has the right to have access to (b) sufficient food and water". Die onbekwame DA bewind in die Weskaap voldoen nie aan die grondwet nie.
Maandag 30 Okt 2017
Suid Afrika aandele
Die JSE het +0.28% hoër gesluit. Die Rand/$ is sterker op R14.06. Die goudprys is $1272 x R14.06 = R17,880 (Vrydag $1271 x R14.14 = R17,970). Die platinum prys is $915 x R14.06 = R12,860 (Vrydag $912 x R14.14 = R12,900). Die yster erts prys is $58.99.
Groot stygings: Imperial +6.0% na R201.41 (R390M), Assore +5.9% na R317.81, Merafe +4.7% na R1.78, BarWorld +4.2% na R138.00, PPC +4.1% na R7.08.
Groot dalings: Mazor -13.5% na R1.60, Ascendis -6.0% na R17.40, Pallingh -3.8% na R2.55, Group5 -3.1% na R13.19.
Santova (SNV) resultate: senspdf
Glencore (GLN) produksie verslag: senspdf.
Shoprite (SHP) se omset vir die 3m tot Sep was +6.4% hoër: senspdf. Rest of Africa weighs on Shoprite Q1 sales - Moneyweb.
Rhodes Food Group (RFG) se omset vir die jaar tot Sep was +10.8% hoër, en verwag vir die jaar tot 'n vwVPA van 89.6c tot 96.0c, -25% tot -30% laer. senspdf.
Adcorp (ADR) se inkomste vir die 6m tot Aug was -1.8% laer, en vwVPA 'n verlies van -39.5c teenoor 74.9c 'n jaar gelede. Die prys/verkope is omtrent R13.81/~2xR69.8 ~0.1. senspdf.
Famous Brands (FBR) se inkomste vir die 6m tot Aug was +39% hoër, en die vwVPA -58% laer na 169c (sonder die eenmalige items was vorige vwVPA 270c). Die prys/verdienste is R102.34/(201c+169c) = 28. Geen tussen of finale dividend. senspdf
Mazor (MZR) handels verklaring: senspdf
Good principles can reduce risks - Fin24.
China – World’s Largest Gold Producer Mine Supply Plummets 10% - Talk Markets.
MTN moves to have R59bn Turkcell suit thrown out - Tech Central.
Factors behind the Recent Volatility in Iron Ore Prices - Market Realist.
Op die internet
Team focus is on ultrasound window into the human body - TechXplore.
The UK government faces a new £20 billion budget black hole - Business Insider.
China wants to build a 1,000 km water pipe to turn its biggest desert into a thriving oasis - Business Insider.
US Savings Rate Crashes To 10 Year Lows As Spending Surges Most Since 'Cash For Clunkers' - Zero Hedge.
U.S. consumer spending grows at fastest pace since 2009, savings drop - Reuter. Wanneer die regering meer leen, het die publiek meer geld oor om te spandeer.
Electricity should be cheap in Australia but is most expensive so Anything can be mismanaged - NextBigFuture. Wind en son energie is baie duur weens die ander bronne wat nodig is gedurende die af periodes. Die 129MWh batterye stoor 5.2 minute se elektrisiteit.
Delorean Flying Cars by 2022 - NextBigFuture.
This AI Has Learned to Generate Completely Photorealistic Human Faces - Science Alert.
5 Popular Claims About Coconut Oil Broken Down by Science - Science Alert.
How flu shot manufacturing forces influenza to mutate - MedicalXpress.
Op die internet - Suid Afrika
Stealing of Port Elizabeth by ANC – new book of horrors; Ed Herbst preview - Biznews.
Cape Town will not run out of water, says mayor De Lille on visit to desalination plant site at V&A Waterfront - Engineering News. Twee miljoen bykomend tot 595ML verbruik is 0.34%. Die munisipaliteit verduidelik nie wat van die 1345 miljoen liter per dag reënwater word wat op Kaapstad val nie.
New car, bakkie owners unhappy about fuel consumption, reveals Ipsos survey - Engineering News.
Naamsa questions ‘illogical’ carbon tax as clean fuels legislation stalls - Engineering News.
Zuma's alleged plot to squash R63 million tax bill - IOL.
Protesting farm murders: a Great Trek to Cape Town - Times Live. Groot-skaalse plaas produksie het bygedra tot 'n bevolkings ontploffing. Die groeiende bevolking kan nie deelneem aan die ekonomie nie, met die gevolglike misdaad. Die koste van private sekuriteit moet ingesluit word by die prys van voedsel. Die ANC regering gaan niks doen daaraan nie, of die 50 moorde 'n dag nie, of enige ander regerings funksie nie. The worst areas in South Africa from home break-ins and robberies - BusinessTech.
We tested out-of-bundle notifications and our airtime got destroyed - Mybroadband.
The most popular new and used car brands in South Africa right now - BusinessTech.
Magda Wierzycka's 10-point plan to get SA back on track - Fin24. Die planne sal nie werk nie, want die swart meerderheid is afhanklik van die blanke ekonomie, wat sal aanhou krimp onder die huidige politieke stelsel. Al wat die ANC wil doen is blanke "welstand" versprei.
Sondag 29 Okt 2017
Op die internet
‘Where The Wild Things Are’ - Talk Markets. Die hoof rede vir al die probleme is te veel regering uitgawes en inmenging in vrye handel. Byvoorbeeld, groeiende skuld is regerings se poging om aan te hou spandeer.
Airbus flying electric taxi is on track for flight tests in 2018 - Next Big Future. Wie gaan die lawaai aanvaar?
Memphis Meats expects meat from cells in stores by 2021 and eventually at $1 per pound - NextBigFuture.
Op die internet - Suid Afrika
Fees will not fall in South Africa – report - BusinessTech. Die regte oplossing is om meer universiteite en kolleges te skep sodat daar meer mededinging is. Tegnologie kon al lankal fooie afgebring het onder koste druk van mededinging sonder staatshulp.
No nuclear and a government salary freeze – Gigaba’s plan to cut spending: report - BusinessTech. Die begrote groei in regerings skuld vir die komende jare is: +13.3% +11.8% +9.4%.
Whites own 73% of SA’s farming land, City Press says - Moneyweb. Enigiemand wat al deur die voormalige swart state gery het, weet daar is min boerdery. Wat van belang is, is die landbou produksie van grond eienaars.
South Africans are being hounded by 8.5 million spam calls a month - BusinessTech.
New economic plan needed to avoid investment strike - Ramaphosa - Fin24. Beleggings sal nie werk nie omdat verbruikers se geld al minder word weens belasting. Staats uitgawes en belasting moet drasties gesny word, en die regering terugkeer na sy primêre funksie naamlik wet en orde.
Is dirty cigarette money funding NDZ’s bid for president? - Business Live. "The president failed to submit his tax returns during at least the first five years of his presidency". What the spooks are trying to block: Book reveals Zuma's 'darkest secret' - TimesLive.
October madness (Zimbabwe) - Moneyweb. "The 40% discount was only for outstanding accounts and my bill was current".
49 percent of Cape Town business says drought is becoming a threat to their survival - Cape Business News.
Zimbabwe’s inflation puzzle - Zimbabwe Situation.
Saterdag 28 Okt 2017
Op die internet
US Homes Have Never Been More Unaffordable - Zero Hedge.
Trump Will Own The Next Fed But "All Their Models Are In Ruins" - Zero Hedge. Iemand moet besluit hoeveel geld gedruk word.
"The Incredible Shrinking Yard": Growing McMansions Are Increasingly Devouring Backyards - Zero Hedge. Die vraag is of die kleiner erwe in ag geneem word deur inflasie statistiek.
What Could Pop The Everything Bubble? - Zero Hedge. Wat inflasie afhou is die oorvloed van goedkoop arbeid in ander lande. Dis die goedere waarvan die prys gedaal het: die karre, meubels, klere, speelgoed, TVs. Plaaslike inflasie het opgegaan. Die laag geskoolde Amerikaners wat nie kan meeding met die goedkoop buitelandse arbeid nie word armer relatief tot die plaaslike inflasie. Ontwikkelende lande vervaardig al meer produkte, en VSA uitvoere word al duurder. Die VSA ekonomie groei nou deur meer te leen. As al die vervaardiging na ander lande verskuif het, sal die VSA nie meer die uitvoere hê waarmee die omtrent 30% buitelandse skuld (Treasury) terugbetaal kan word nie. Die skuld kan afbetaal word deur bates soos besighede en eiendom aan buitelanders te verkoop word.
Van 18 Sep. 2017: When Will the U.S. Dollar Collapse? - The Balance. "The dollar declined 54.7 percent against the euro between 2002 and 2012. Why? The U.S. debt almost tripled during that period, from $6 trillion to $15 trillion". Baie lande druk meer geld as die VSA, dus sal die $ nie daal teenoor die meeste geld eenhede nie.
The Ignorance of Trump's Vague Tax Plan - New Yorker.
Here are humanity’s best ideas on how to store energy - Ars Technica.
Op die internet - Suid Afrika
Hyperinflation threat returns to Zimbabwe - Moneyweb.
Vrydag 27 Okt 2017
Op die internet
$63 Trillion of World Debt in One Visualization - Visual Capitalist. Suid Afrika se skuld is 0.2% van die wêreld s'n, maar sy skuld is naby gemors status. Die rede vir die lae gradering is weens moontlike wanbetaling. Dit is onwaarskynlik want Suid Afrika het genoeg uitvoere waarmee skuld betaal kan word. Eendag gaan die lande met baie skuld verswakkende geld eenhede hê weens inflasie, wat beteken dat hulle skuld minder aantreklik sal wees vir buitelanders.
Financial Conditions The Loosest Since 1993 - Talk Markets.
A local newspaper in England got a tip-off about 'big news' from America, 25 minutes before JFK was assassinated - Business Insider. JFK files show Moscow chatter blaming LBJ for president’s assassination - Market Watch. J. Edgar Hoover: "Need To Convince Public That Oswald Is Real Assassin" - Zero Hedge. The One Paragraph You Need To Read From The JFK Assassination Files That May Change Everything - Zero Hedge. Die eerste vraag met 'n moord ondersoek is motivering. Lee Harvey Oswald het geen motivering gehad nie.
This start-up is using AI to detect cancer before humans can for $1 - CNBC.
First reading on third-quarter GDP up 3.0%, vs 2.5% rise expected (US) - CNBC. Van 6 Okt 2017: STUNNING U.S. GOVERNMENT DEBT INCREASE IN PAST FEW DAYS…. While No One Noticed - Gold Seek. Oor die derde kwartaal het skuld 2.02% gegroei (Treasury Direct), wat 'n jaar koers is van 8.3%. Dus 8.3% skuld toename vir 3.0% ekonomiese groei. How Much Illusion in GDP? What You See Is Not What You Get - Wolf Street.
Op Twitter: Paul Krugman @paulkrugman: "So Republicans are planning to explode the deficit in order to cut taxes on the wealthy. Nobody should be surprised -- but many are, Why?"
Scientists Just Found a Serious Flaw in Ocean Temperature Calculations - Science Alert.
New Zealand political party infringed Eminem copyright, must pay $412k - Ars Technica.
We Might Finally Know What Triggered Yellowstone's Massive Crater - Science Alert.
The Perils of a Trumped Fed - Project Syndicate.
Suid Afrika aandele
Die JSE het +0.24% hoër gesluit. Die Rand/$ is sterker op R14.14. Die goudprys is $1271 x R14.14 = R17,970 (gister $1272 x R14.20 = R18,060). Die platinum prys is $912 x R14.14 = R12,900 (gister $919 x R14.20 = R13,050). Die yster erts prys is $60.53.
Groot stygings: Buildmax +36% na 30c (R0.12M), Ellies +15% na 45c (R0.64M), Clicks +4.1% na R160.71, Ascendis +4.0% na R18.50, Hulamin +3.6% na R6.90, EOH +3.4% na R105.45, Dis-Chem +3.3% na R33.17.
Groot dalings: ARM -4.9% na R118.37, Astral -4.9% na R195.07, AdapIt -4.8% na R7.47, Exxaro -4.7% na R143.15, GFields -4.6% na R56.30, Kumba -3.8% na R268.33 (R322M).
Chrometco (CMO) resultate: senspdf.
Distell (DST) handels opdatering: senspdf.
Equites Property (EQU) koop DHL verspreidings pakhuis in Brittanje: senspdf.
Buildmax (BDM) handels verklaring: senspdf. Baie min handel.
PPC (PPC) aanbod van LafargeHolcim: senspdf.
Lewis (LEW) handels verklaring: senspdf.
Long4Life (L4L) se netto bate waarde was 500.07c op 31 Sep, en wesens VPA 10.55c vir die 6m tot Sep. senspdf
Russia Buys 34 Tonnes Of Gold In September - Talk Markets. China’s Importance In The Gold Market - Talk Markets.
Op die internet - Suid Afrika
This is who is paying South Africa’s tax - BusinessTech. Die meeste belasting word nie werklik betaal nie, maar deurgegee as hoër pryse op produkte. Dis die armes sonder pryskrag wat die belasting betaal, deurdat alle produkte 30% meer kos (staats inkomste / bruto binnelandse produk). Dit maak nie saak watter belasting verhoog word nie, dit sal die ekonomie verswak. As belasting opgaan, bly minder geld oor in die ekonomie om mense te betaal om te werk (as die regering se begunstigdes nie werk vir die voordele wat hulle ontvang nie).
Donderdag 26 Okt 2017
Suid Afrika aandele
Die JSE het +0.78% hoër gesluit. Die Rand/$ is swakker op R14.20. Die goudprys is $1272 x R14.20 = R18,060 (gister $1277 x R14.02 = R17,900). Die platinum prys is $919 x R14.20 = R13,050 (gister $918 x R14.02 = R12,870). Die yster erts prys is $60.67. Ons het die tuimeling van die Rand al baie gesien. Dit sal weer herstel want die wisselkoers word deur handel bepaal. Geld skepping om die groeiende regering skuld te dek, kan in die toekoms die Rand meer as 9% per jaar laat daal. Die platinum prys sal waarskynlik nie so hoog bly as die Rand so swak bly nie. Die platinum prys is nou laer as palladium. Afhangende van die ooraanbod uit SA, kan dit die palladium prys aftrek. Die swak Rand het in die verlede die $ goudprys afgetrek.
Groot stygings: Implats +13.1% na R37.00 (R546M) (klaarblyklik kort posisies wat gesluit was), Ellies +8.3% na 39c, Lonmin +8.0% na R17.93, GFields +6.9% na R59.00, RCL +6.6% na R16.16, ARM +6.0% na R124.51, ens.
Groot dalings: SHRetail -5.9% na R22.81, Stadio -4.4% na R5.85, Altron -3.5% na R11.87, Lewis -3.1% na R26.50, StanBank -3.1% na R160.01 (R934M).
Ellies (ELI) handels verklaring: senspdf.
Wilderness (WIL) resultate: senspdf.
AVI (AVI) omsigtigheid: senspdf.
Allied Electronics (AEL) resultate: senspdf.
Redefine Int (RPL) resultate: senspdf.
Sibanye Gold (SGL) bedryfs opdatering: senspdf.
Clicks (CLS) se inkomste vir die jaar tot Aug was +11% hoër, en die vwVPA +14.5% hoër na 502.1c. Die prys/verdienste is R155.21/502.1c = 31, en dividend opbrengs is (88c+234c)/R155.21 -20% = 1.7%. senspdf. (Die netto wins marge is nou 4.5%. Dit was vir baie jare 4.1% tot 4.4%. Toekomstige VPA groei mag beperk word deur verkope/aandeel groei van 10.1%.)
AnnHeuser-Busch (ANH) 3de kwartaal resultate: senspdf. AB InBev Earnings Miss Again In Q3, Ups Synergy View - Talk Markets.
Op die internet - Suid Afrika
OUTA takes on PRASA over locomotive deal - Fin24.
SA’s budget as a household budget - Moneyweb.
Look into SARS, MPs tell Gigaba amid glaring tax shortfall - Fin24. Die DA en ANC het nie 'n benul van wat aangaan in die land nie. As jy dink Suid Afrika se 400 parlements lede dra min by tot die regering, Zimbabwe het 303 parlements lede en senatore wat totaal nutteloos is.
CARMEL RICKARD: You think Sars isn’t messing up? Read this - BusinessLive.
Samwu slams municipal managers' salaries - IOL. "municipal managers will now be receiving more than 1 000 times the salary of an ordinary municipal worker".
Op die internet
Are Petrocurrencies Heading For Extinction? - Zero Hedge.
UAW files complaint against Tesla for terminated workers - Reuters. Die plesiere van 'n besigheid in die VSA bedryf.
Sen. Bob Corker: Some of the 'ridiculous' things in tax reform are just 'buying off' special interests - CNBC. Put a cork in it.
The Most Unaffordable Housing Markets in North America - Wolf Street.
Toyota admits ‘Elon Musk is right’ about fuel cell, but moves forward with hydrogen anyway - Electrek. "Electric vehicle is 3x more efficient than Hydrogen".
BMW builds the 100,000th i3 electric car at Leipzig plant, unveils new energy storage facility - Electrek.
Days after activists sued, Georgia’s election server was wiped clean - Ars Technica.
Florida’s top court stops 1960s band from earning pre-1972 copyright royalties - Ars Technica.
Evidence keeps pilling up in favor of the mysterious Planet Nine - ZME Science.
Woensdag 25 Okt 2017
Suid Afrika aandele
Die JSE het +0.38% hoër gesluit. Die Rand/$ is swakker op R14.02. Die goudprys is $1277 x R14.02 = R17,900 (gister $1275 x R13.72 = R17,490). Die platinum prys is $918 x R14.02 = R12,870 (gister $916 x R13.72 = R12,570). Die yster erts prys is $60.72. Baie lande het veel egter begrotings tekorte en groeiende skuld, maar hulle geld eenhede val nie as gevolg daarvan nie.
Groot stygings: Group5 +5.0% na R12.71, Conduit +5.0% na R2.10, Clover +4.6% na R13.80, EOH +3.6% na R99.96, BATS +3.5% na R904.00 (R856M), Richemont +3.2% na R127.50 (R475M).
Groot dalings: Octodec -3.1% na R22.00, Tsogo Sun -3.1% na R20.50, Imperial -3.0% na R193.50, Vukile -2.8% na R19.05, MTN -2.7% na R124.50 (R551M).
Sibanye (SGL) handels verklaring: senspdf.
Cargo Carriers (CRG) resultate: senspdf.
Astoria (ARA) se kwartaal en 9m resultate: senspdf.
Calgro M3 (CGR) internasionale befondsing: senspdf.
Oando PLC (OAO) opskorting op Nigeriese aandeel mark: senspdf, senspdf.
No wrong-doing by EOH - EOH. Mense wat vals gerugte skep behoort ondersoek te word vir aandeel prys manipulasie.
BAT aims to ignite profit with new-style smoking gadgets - Business Live.
Interim begroting - Suid Afrika
Begrote inkomste vir 2017/18 is R1363.6B teenoor R1298.2B vir 2016/17, wat 5.0% hoër is. Inkomste belasting vlakke was net 1.0% verhoog, die hoogste koers was verhoog, dividend belasting was van 15% na 20% verhoog, kapitaal wins belasting koers en rente vrystelling was onveranderd. Dit beteken die 5.0% meer belasting ingesamel is 'n aanduiding van hoe swak die ekonomie is.
Begrote uitgawes is R1566.6B teenoor R1445.7B die vorige jaar, wat +8.4% hoër is. Laasgenoemde is omtrent die werklike inflasie koers, en as die inkomste groei die nominale ekonomiese groei verteenwoordig, dan krimp die ekonomie -3.2%. Regering skuld tot Bruto Binnelandse Produk styg van 50.7% na 54.2%, en 'n verwagte 59.78% teen 2021. National treasury.
Suid Afrika se 2017/18 begrotings tekort skatting van -4.3% van BBP teenoor ander lande: CIA. Die voortdurende begrotings tekort is 'n teken van 'n onverantwoordelike, onbekwame regering.
Gigaba says steep tariff hike could solve Eskom's money troubles - Fin24. Die publiek gaan op een of ander manier vir die geld vermorsing betaal, óf tariewe, óf belasting, óf inflasie weens geld skepping, óf hoër rente weens die wanbetaling van skuld.
Plan: What plan? - Moneyweb. "Presidential task team is to develop proposals to stabilise debt."
South Africa 10-Year Bond Yield - Investing. Koers het vandag van 8.86% na 9.20% gestyg.
Op die internet
New Home Sales Surge Most In 28 Years On Percentage Basis - Talk Markets.
With new technology, Mazda gives spark to gasoline engine - Reuters.
CERN Antimatter Experiment Suggest the Universe Shouldn’t Exist - Extreme Tech.
Dinsdag 24 Okt 2017
Op die internet
A Frustrated David Einhorn Asks "Will The Market Cycle Never Turn?" - Zero Hedge.
Japan Is Booming, Except It’s Not - Talk Markets.
The increasingly irresistible case for electrifying city buses - Vox.
8 Reasons Mexico is America's Favorite Place to Retire Abroad - US News.
Suid Afrika aandele
Die JSE het -0.16% laer gesluit. Die Rand/$ is swakker op R13.75. Die goudprys is $1276 x R13.75 = R17,550 (gister $1275 x R13.72 = R17,490). Die platinum prys is $919 x R13.75 = R12,640 (gister $916 x R13.72 = R12,570). Die yster erts prys is $59.19.
Groot stygings: 4sight +6.0% na R2.85, BarWorld +5.2% na R137.00, Huge +5.1% na R9.45, Calgro M3 +4.8% na R12.05, Group 5 +3.0% na R12.10.
Groot dalings: Conduit -4.8% na R2.00, Mpact -4.0% na R25.67, Argent -3.1% na R3.80, Stadio -2.9% na R6.12, Kumba -2.8% na R266.57 (R383M).
Premier Fishing and Brands (PFB) resultate: senspdf. Geen handel.
Stor-Age (SSS) versnelde aandeel verkope: senspdf.
Anglo American PLC (AGL) kwartaal produksie: senspdf.
Kumba (KIO) kwartaal produksie en verkope: senspdf.
Anglo American Platinum (AMS) kwartaal produksie: senspdf.
MTN (MTN) kwartaalikse opdatering: senspdf. Groep totale inkomste was -13.4% laer, en diens inkomste -14.0% laer, grootliks weens wisselkoers bewegings. Groei is waarskynlik laer as die inflasie koers van die lande. Dan is die wisselkoers bewegings nie die rede vir die val in inkomste nie.
Op die internet - Suid Afrika
Drought: City doesn't live up to water augmentation promise - Engineering News.
Youth job creation a national priority – Ramaphosa - Engineering News. Armoede gaan toeneem, na dieselfde vlak as die res van Afrika. Daar is geen manier waarop 'n land meer ontwikkeld sal raak sonder die blanke beskawing en ekonomie nie.
Maandag 23 Okt 2017
Suid Afrika aandele
Die JSE het +0.09% hoër gesluit. Die Rand/$ is swakker op R13.72. Die goudprys is $1275 x R13.72 = R17,490 (Vrydag $1281 x R13.72 = R17,520). Die platinum prys is $916 x R13.72 = R12,570 (Vrydag $917 x R13.68 = R12,540). Die yster erts prys is $60.70.
Groot stygings: Group5 +9.8% na R11.75, Conduit +7.7% na R2.10, Astral +3.5% na R195.63, Tongaat +2.7% na R114.33. Sappi +2.5% na R95.81, Anglo +2.3% na R261.83 (R317M), Kumba +1.9% na R274.35 (R318M).
Groot dalings: Rhodes -4.1% na R19.85, Exxaro -3.4% na R141.99 (R309M), Pnr Foods -2.9% na R114.55, Medclin -2.4% na R113.00.
Italtile (ITE) regsaanbod: senspdf
Adcorp (ADR) handels verklaring: senspdf.
Efficient (EFG) handels verklaring: senspdf
Pioneer Food Group (PFG) verwag inkomste vir die jaar tot Sep -4% tot -6% laer, en die wesens VPA 398c tot 470c -48% tot -56% laer, of verstel 433c tot 503c -43% tot -51% laer. senspdf
enX resultate: senspdf. Min handel.
Dis-Chem earnings soar on new stores - Moneyweb.
Spire rejects offer from shareholder Mediclinic - Moneyweb.
Global steel production for 9 months to Sept up 5.6% y/y - Engineering News.
Gold Spikes On Massive Volume After Trump's Fed Chair Comments - Zero Hedge.
Op die internet
Tesla has preliminary deal for Tesla owned factory in China - Next Big Future.
Maryland Governor announces support for Boring Company and Hyperloop from Baltimore to DC - Next Big Future.
12 major cities pledge to only buy all-electric buses starting in 2025 - Electrek.
London is trying an innovative new strategy to stop air pollution: taxing old cars - Vox.
Apple’s Top Secret "Project Titan" Revealed - Daily Reckoning. "You just got an insider’s first look at what could be Apple’s new driverless car!"
How to be a landlord… without all the headaches - Daily Reckoning. Om 'n eiendom te koop vir verhuring is hoë risiko, en baie moeite om in stand te hou, maar die groei koers op die belegging (deposito) is baie groter. Eiendoms trust kan met 'n CFD (Contracts For Difference) gekoop word, maar die geld wat in effek geleen word, gaan nie af met inflasie soos met 'n huis lening nie.
Op die internet - Suid Afrika
South Africa has a bigger road problem than taxis, traffic and pot-holes – and it’s going to cost you - BusinessTech. Soos wat die ekonomie krimp, sal die aantal paaie wat instand gehou word verminder moet word, net soos in Zimbabwe. 'n Kwart van die voertuig toename is weens diefstal.
Your retirement capital fully invested in the ANC’s chaos - Moneyweb.
Why boreholes may be a really bad idea - Fin24. As die ondergrondse water vlak daal, beteken dit reën water loop af in riviere of stormwater dreine, en kan opgedam word. Kaapstad se 200mm reën op 'n 1000m² erf is 16.7 kL per maand. Die reën kan in 'n boorgat afgelei word, om dit daar te stoor vir latere gebruik, in plaas van damme te bou. Munisipaliteite moet die vaste fooi vir water afskaf, anders is daar geen aanmoediging om te spaar nie.
Sondag 22 Okt 2017
Op die internet
Americans have more debt than ever — and it's creating an economic trap - Business Insider.
President Trump still thinks tax reform will pay for itself - Vox. How “Voodoo” Caused Most of the National Debt - Zfacts. "But how can the government keep spending without that $1 billion in taxes? Simple, they borrow the $1 billion. So yes, tax cuts cause growth and INCREASE the debt, if the government keeps spending".
Is Richard Branson’s high-speed train in a pneumatic tube pie in the sky? - Guardian.
Op die internet - Suid Afrika
SAA-Airlink deal is creating an unfair monopoly – Competitors - Mybroadband.
Saterdag 21 Okt 2017
Op die internet
Mauldin: "Investors Ignore What May Be The Biggest Policy Error In History" - Zero Hedge. Europe’s Toxic Debt Hits ‘Urgent, Actionable’ Levels - Money and Markets. Van 8 Mei 2016: Shocker: Next Sovereign Debt Crisis Four Times Worse (Japan) - Money and Markets.
Unprecedented Housing Bailout Revealed, As China Property Sales Drop For First Time In 30 Months - Zero Hedge.
Fast Measuring of Fuel Cell ‘Printing’ will enable economical mass production - NextBigFuture.
Looking For Signs of Extraterrestrial Life Just Got a Whole Lot Easier - Science Alert.
Zinc: A Bull Market That’s Just Starting - Banyan Hill.
Op die internet - Suid Afrika
5 rental property buying mistakes to avoid - BusinessTech. Die woonbuurt moet nie vervalle raak binne 20 jaar nie. Toebehore moet vasgebout wees, sodat dit nie saamgeneem kan word nie.
Delays threaten social grants handover - Techcentral. Deur hierdie buit van die vryheids stryd uit te deel, het die ANC 'n afhanklikheid geskep. Buiten is dit omkoop geld vir stemme.
WHO is under fire after naming Robert Mugabe a goodwill ambassador - CNN.
Vrydag 20 Okt 2017
Suid Afrika aandele
Die JSE het +0.09% hoër gesluit. Die Rand/$ is swakker op R13.68. Die goudprys is $1281 x R13.68 = R17,520 (gister $1289 x R13.52 = R17,430). Die platinum prys is $917 x R13.68 = R12,540 (gister $926 x R13.52 = R12,520). Die yster erts prys is $60.69. Die platinum myne het opgegaan weens die swak Rand, terwyl die Rand platinum prys dieselfde gebly het. Banke het geval onder die waan dat rentekoerse gaan styg om die Rand te verdedig, soos vereis deur die grondwet. Onder die swart regering het die Rand al baie keer geval, sonder enige rentekoerse stygings. Die amptelike inflasie koers reageer glad nie op die swak Rand nie, want dit word opgemaak. Dus is daar geen rede waarom rentekoerse sal verhoog nie.
Groot stygings: Extract +20% na 6c, Stellar +8.1% na 80c, Trematon +7.1% na R3.00, Lonmin +5.8% na R15.80, Metair +5.5% na R19.22, Rolfes +4.7% na R3.13, Kumba +4.3% na R269.29 (R331M).
Groot dalings: Group5 -14.4% na R10.70, B-Africa -4.1% na R140.93 (R349M), Tongaat -3.7% na R111.32, Netcare -3.4% na R24.52, MrPrice -2.6% na R176.91, Nedbank -2.4% na R214.29.
Brainworks (BWZ) resultate: senspdf
Nutritional Holdings (NUT) resultate: senspdf
Altron Electronics (AEL) handels verklaring: senspdf
Tradehold (TDH) handels verklaring: senspdf
Reinet Investments (REI) se netto bate waarde was €5399M op 31 Sep 2017 (wat omtrent €27.5 /10 xR13.62 ~R37.5 per JSE deposito bewyse is). senspdf
Dis-chem (DCP) se inkomste vir die 6m tot Aug was +14.14% hoër, en vwVPA +38% hoër na 46.8c. As dit herhaal, sal die prys/verdienste 3268c/~2x46.8c = 35 wees. Die dividend opbrengs is (7.3c+18.73035c)/3268c -20% = 0.6%. senspdf
Rolfes: My conclusion - Moneyweb.
Dis-Chem results ‘spectacular’, but no applause from market - Moneyweb.
Group Five says Greenbay offer to lapse - Engineering News.
Op die internet
Markets…We Got Trouble: Debt & Retail Investors Prop Up Stocks - Talk Markets.
The world's top oil trader sees Brent crashing to $45 - Business Insider.
OPEC Doesn’t Understand The U.S. Oil Industry - Talk Markets. OPEC verstaan niks. As Noord Amerikaanse olie nie die prys afgebring het van $110 nie, sou elektriese voertuie baie vinniger verkoop het. Die mate waartoe die olie prys kan styg is beperk.
Why and how you should switch to Linux - Popular Science. Dit is feitlik onmoontlik vir die gewone persoon om ekstra sagteware op Linux te installeer, weens oneindige afhanklike programme wat ook geinstalleer moet word.
Toyota-Mazda’s upcoming electric car factory is down to ‘3 or 4 locations’ in the US - Electrek.
3D-Printed Fashion Gets Bold at Spain’s Industry Week - Machine Design.
Op die internet - Suid Afrika
'Implement water demands, or we'll ask for you to be placed under administration' – ANC - Engineering News.
Op Twitter: Fin24? @Fin24: "#StateCapture: The R30million pension was awarded to Brian Molefe after only 18 months as CEO of Eskom." Dis nie nuwe SA waar dinge jolig gaan.
LIVE #StateCapture: BLF (Black First, Land First) sends Parliament court threat that is ‘blatant intimidation’ - Fin24.
Donderdag 19 Okt 2017
Suid Afrika aandele
Die JSE het -0.44% laer gesluit. Die Rand/$ is sterker op R13.52. Die goudprys is $1289 x R13.52 = R17,430 (gister $1280 x R13.58 = R17,380). Die platinum prys is $926 x R13.52 = R12,520 (gister $920 x R13.58 = R12,490). Die yster erts prys is $60.39.
Groot stygings: Quantum +13.5% na R3.28, Northam +3.7% na R48.24, Assore +3.4% na R290.00, AngGold +3.2% na R128.45 (R334M).
Groot dalings: Brait -5.0% na R52.51, Woolies -3.3% na R58.00 (R1647M), Harmony -3.1% na R22.68, Intu PLC -3.1% na R39.88, MTN -2.0% na R124.49 (R592M).
Quantum Foods (QFH) handels verklaring: senspdf.
South32 (S32) kwartaal verslag: senspdf.
Spear (SEA) REIT resultate: senspdf.
Sasol (SOL) kwartaal produksie: senspdf.
Lewis (LEW) koop United Furniture Outlets. senspdf.
100Mbps fibre will destroy Vodacom and MTN prepaid in townships - Mybroadband. Internet spoed deur selfoon netwerke wissel volgens die aantal gebruikers. Radio spektrum is eenvoudig te beperk.
South32 takes cash to $1.69bn but warns of global cost pressures - Miningmx.
Steenkamp styles Moab deal “a new ball game” for Harmony - Miningmx.
Op die internet
One of the original coding schools must pay $375k over employment claims - Ars Technica. Dit gebeur algemeen dat opvoedkundige inrigtings vals aansprake maak oor die aanvraag na werkers met die kwalifikasies wat hulle aanbied.
Portable fog-harvesting AQUAIR harvests clean drinking water from thin air - Inhabitat.
Op die internet - Suid Afrika
The FPB’s R1-million licence fee for Netflix is a terrible idea - Mybroadband. Die film en publikasie raad was 'n Nasionale Party onderdrukkings liggaam. Die internet het einde daaraan gemaak. Dit behoort afgeskaf te word.
Zapiro: Welcome to Cape Town.
Woensdag 18 Okt 2017
Op die internet
Stunning AI Breakthrough Takes Us One Step Closer to the Singularity - Gizmodo. "Incredibly, it took AlphaGo Zero (AGZ) just three days to train itself from scratch and acquire literally thousands of years of human Go knowledge simply by playing itself". Die mensdom gaan probleme hê.
Herbal remedies embraced by naturopaths, alt med widely linked to liver cancers - Ars technica. "According to a study published Wednesday in Science Translational Medicine, traditional components of herbal remedies used throughout Asia are widely implicated in liver cancers there."
$1 Trillion In Liquidity Is Leaving: "This Will Be The Market's First Crash-Test In 10 Years" - Zero Hedge.
Mnuchin has an important warning for stock-market investors - Market Watch. "Treasury Secretary Steven Mnuchin says the stock market will tumble, if tax cuts aren’t passed".
Kyle Bass says this will be the first sign of a bigger market meltdown - Market Watch. "When a 4% or 5% decline in equities quicky morphs into a 10 or 15% decline."
Don’t buy Your Dow 23,000 Souvenir Hats Yet - Talk Markets. Wanneer regerings resessies of depressies verhoed, lei dit na 'n aandeelmark wat net opgaan. Dit is nie volhoubaar nie. Die S&P 500 het -50% geval in 2007-2009. Skuld het sedertdien verdubbel. Trump wil belasting verminder, maar aanhou spandeer. Die ekonomiese ramp word verder uitgestel.
Just Two Charts - Zero Hedge. "As retail investors bid the the stock market up to its most expensive ever...".
Warning: This Market Indicator Will Make You Cringe - Daily Reckoning. "The results of a recent survey from the University of Michigan showed that an increasing number of investors believe with 100% certainty that the stock market will rise over the next year."
Very Long-Term Gold Chart Priced In Dollars - Talk Markets.
Dark chocolate is now a health food. Here’s how that happened. - Vox.
Native American tribe holding patents sues Amazon and Microsoft - Reuters.
STEMosaur Packs Education, Fun, and Friendship into a Cute Dino Package [Exclusive] - Deals Kinja.
Suid Afrika aandele
Die JSE het +0.47% hoër gesluit. Die Rand/$ is swakker op R13.58. Die goudprys is $1280 x R13.58 = R17,380 (gister $1284 x R13.45 = R17,270). Die platinum prys is $920 x R13.58 = R12,490 (gister $928 x R13.45 = R12,480). Die yster erts prys is $61.10.
Groot stygings: Extract +25% na 5c, Stefstock +21% na R3.20, Ascendis +5.2% na R19.15, Capco +4.4% na R48.48, Greenbay +3.3% na R2.49.
Groot dalings: M&R Hold -4.8% na R15.97, Trencor -3.0% na R42.50, PPC -2.7% na R6.80, ARM -2.1% na R110.14.
Value Group (VLE) resultate: senspdf.
AdaptIt (ADI) omsigtigheid: senspdf.
Stefanutti Stocks (SSK) handels verklaring: senspdf.
Afrimat (AFT) handels verklaring: senspdf.
Pick n Pay recovery gathers momentum - Moneyweb. Hulle het produk pryse verhoog vir meer wins, maar verloor moontlik kliente as gevolg daarvan te oordeel aan die lae verkope groei relatief tot 9% inflasie.
Platinum: Get Out! - Seeking Alpha. Die $ platinum prys is afhanklik van die Rand se sterkte.
Op die internet - Suid Afrika
Here’s more evidence why BEE will never work – IRR - Biz News.
A number of government departments may not be able to operate in future – AG - BusinessTech.
Zimbabwe bans fruit, vegetable imports as forex crunch deepens - Moneyweb.
Over 1 000 jobs lost in egg production sector after avian flu - Moneyweb.
Chancellor asks for scrutiny of UK bank links to South Africa corruption inquiry - The Guardian.
Toyota targets 1 000km range with fuel-cell car - Tech Central. Dit sal duur wees.
Revealed: the real source of SA’s massive data breach - Tech Central.
Dinsdag 17 Okt 2017
Suid Afrika aandele
Die JSE het -0.48% laer gesluit. Die Rand/$ is swakker op R13.45. Die goudprys is $1284 x R13.45 = R17,270 (gister $1304 x R13.28 = R17,320). Die platinum prys is $928 x R13.45 = R12,480 (gister $941 x R13.28 = R12,500). Die yster erts prys is $60.89.
Groot stygings: Hulisani +24% na R9.90, Rolfes +10.9% na R3.05, OneLogix +3.5% na R3.00, Stadio +3.0% na R6.59.
Groot dalings: Adcock -4.0% na R57.60, Medclin -3.9% na R114.42 (R522M), Pnr Foods -3.6% na R117.05, LifeHC -3.5% na R26.21, AngGold -3.5% na R124.30.
Ascion (ACS) resultate: senspdf.
Esor (ESR) handels verklaring: senspdf.
Capital Appreciation (CTA) handels opdatering: senspdf.
Rockwell Diamonds (RDI) resultate: senspdf.
Mediclinic Int (MEI) se inkomste vir die 6m tot Sep was +9.5% hoër (0% teen konstante wisselkoers), en onderliggende verdienste per aandeel rondom 11.5p teenoor 12.8p 'n jaar gelede. senspdf.
Richemont (CFR) se verkope vir die 6m tot Sep was +10% hoër, en wins +80% hoër, hoofsaaklik weens die nie-herhaling van die uitsonderlike voorraad terugkope van die vorige tydperk, verbeterde handels vertoning en positiewe wisselkoers veranderings. senspdf. Dan is die VPA rondom €1.72 steeds laer as 2 jaar gelede se €1.949. As dit herhaal is die prys/verdienste rondom R121.13/(~2x€1.72 xR15.72/10) ~22.
Pick n Pay (PIK) se inkomste vir die 6m tot Aug was +5.1% hoër, en vwVPA -24% laer na 60.78c, of genormaliseerd +13.1% hoër na 90.36c. Die prys/verdienste is nou R59.86/(177.82c+90.36c) = 22, en dividend opbrengs (146.4c+33.4c)/R59.86 -20% = 2.4%. senspdf.
Rand drops on Zuma's surprise 'pro-nuclear' Cabinet reshuffle - Fin24.
De Beer’s Diamond Sales Have Taken a Major Hit Recently - Fortune.
Op die internet
Bubble-nomics - Zero Hedge.
Volvo’s Polestar unveils performance electric car, announces new ‘Tesla Model 3 competitor’ - Electrek. "The Polestar 1 will be built in a new purpose-built Polestar Production Centre in Chengdu, China. The factory is expected to be completed in “mid-2018.”"
Buy Gold Now Before It Climbs 500% - Talk Markets. Oor dekades kan die goud prys baie opgaan omdat die goud in die grond al skaarser word, maar baie goud word bo die grond gestoor. Vir goud om binne 'n paar jaar duurder te word, moet die $ verswak relatief tot lande waar goud gemyn word.
FBI Uncovered Russian Bribery Plot Before Obama Approved Uranium One Deal, Netting Clintons Millions - Zero Hedge. Amper soos Suid Afrika.
Marc Faber Racist Diatribe Prompts Call For "Immediate Resignation" From Sprott Board - Zero Hedge.
Top of the rocks: world’s most expensive handbag goes on sale - The Guardian.
2,300+ Actuators to Position Almost 200 Tons of Mirrors for Telescope - Machine Design.
Op die internet - Suid Afrika
Is there a hole in the bucket? (PIC) - Moneyweb. Met die aantal staats amptenare wat ontplof het onder die ANC, moet meer pensioen geld belê word, in 'n aandeel mark wat net 'n deel van die ekonomie verteenwoordig. Die PIC is waarskynlik een van die redes waarom aandele belaglik duur is.
Malmström raises EU’s concern over South Africa's stance towards renewables IPPs - Engineering News. 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). Ter wille van "groen" energie, verbrand die EU gas met duur gas turbines, en dan af en toe word die 2.1% wind en 0.8% son gebruik wanneer dit beskikbaar is.
Private data of 30 million South Africans exposed in massive leak - BusinessTech.
New border agency should have own budget, needs local technology – Mapisa-Nqakula - Engineering News. Geld bronne is onbeperk. Die SA nasionale weermag is te besig om die land teen aanvalle te beskerm om dit te doen. Onwettige immigrante loop eenvoudig deur grensposte as toeriste, en keer nie terug nie.
PRASA says it’s on top of security problems (Western Cape) - Engineering News.
Maandag 16 Okt 2017
Op die internet
"There Were No Calls, That’s Absolutely Crazy": How The Stock Market Died - Zero Hedge.
"There Are Just Too Many Things Wrong With The Country!" - How Trump Handled The '87 Crash - Zero Hedge. Die probleem vandag is dat mense in beurs-verhandelde-indeks-fondse belê wat die waardasie van onderliggende aandele ignoreer. Al wat mense sien is dat die fondse aanhou opgaan. Wanneer die mark tuimel, gaan mense ook nie weet wanneer om op te hou verkoop nie, want hulle weet nie wat goeie waarde is nie.
Can We Have An ETF Meltdown? - Talk Markets. Wanneer 'n mark tuimel, kan dit moeilik wees om deur te kom na 'n makelaars se webwerf en transaksies deur te kry.
The real cause of the 1987 crash, as told by a trader who lived through it - CNBC. "The problem came when investors from several other different areas "had to sell" at the same time, with each obligation further exacerbating the situation."
What’s Booming? Asset-Stripping by Private Equity Firms - Wolf Street.
A Long-Term Look At Inflation - Monday, October 16 - Talk Markets.
Improving battery tech is enabling increasingly crazier electric vehicles, now manned-hoverbikes - Electrek.
NASA Satellite Records Big Increase in Carbon Dioxide - Op die foto kom die meeste koolsuurgas van die ontwikkelde lande in die noordelike halfronde en China. Lyk of die groen energie bronne in die werklikheid min verskil maak.
Suid Afrika aandele
Die JSE het +0.50% hoër gesluit. Die Rand/$ is dieselfde R13.28. Die goudprys is $1304 x R13.28 = R17,320 (Vrydag $1293 x R13.47 = R17,420). Die platinum prys is $941 x R13.28 = R12,500 (Vrydag $936 x R13.47 = R12,610). Die yster erts prys is $61.16.
Groot stygings: Group5 +25% na R11.50, Astral +6.6% na R186.25, Trencor +4.9% na R43.35, GFields +3.8% na R56.12, AngGold +3.5% na R128.84 (R283M).
Groot dalings: Stadio -5.9% na R6.40, Ascendis -3.8% na R18.51, AdaptIt -3.5% na R8.40, CashBuild -2.1% na R403.52.
Cashbuild (CSB) eerste kwartaal opdatering: senspdf.
Astral (ARL) verwag vir die jaar tot Sep 'n wVPA van 1737c tot 1930c. senspdf.
Combined Motor Hold (CMH) se inkomste vir die 6m tot Aug was -2.6% laer, en vwVPA +9.5% hoër na 127.7c. Die dividend opbrengs (100c+61c)/R29.00 -20% = 4.4%. senspdf. Lae handel.
Discovery (DSY) bank lisensie toegeken: senspdf.
Newpark REIT (NRL) resultate: senspdf. Min handel.
Calgro M3 (CGR) se inkomste vir die 6m tot Aug was +40% hoër, en wVPA -27% laer na 47.71c, of kern +18% hoër na 77.10c. senspdf. Min handel.
Group 5 (GRF) ontvang aanbod van Greenbay Pty Ltd vir hulle Europese besigheid : senspdf.
Billionaire Agarwal increases stake in Anglo American to 19% - Fin24.
Sibanye-Stillwater shelves plans to shut some SA operations - Moneyweb.
Op die internet - Suid Afrika
How Eskom's hearings are tailored to favour Matshela Koko - BusinessDay.
CT house prices: Booming, a bubble or just strong? - Moneyweb. Die aanvraag na naweek huise by die see kom en gaan volgens ekonomiese toestande.
Killing SAA could change the course of a nation - Moneyweb. Mense weet al vir 'n eeu wat van Suid Afrika sou word onder die ANC. Veil die staats beheerde besighede op. Alles moet waai.
Netflix sues Kodi-powered TV box maker - Mybroadband. Wikipedia: "Kodi has attracted negative attention due to the availability of third-party plug-ins for the software that facilitate unauthorized access to copyrighted media content". Dan kan ook enige toestel (rekenaar) of sagteware (Microsoft) gedagvaar word wat derde party sagteware toelaat. Die bron van die onwettige inhoud moet gedagvaar word.
You may soon need to register and pay Nersa for your personal generators and solar panels - BusinessTech. Almal sal seker in die toekoms vir Eskom moet betaal, ongeag of hulle Eskom krag gebruik. Mense betaal alreeds vir die SABC waarna hulle nie kyk nie, basiese munisipale fooie vir elektrisiteit en water al gebruik hulle dit nie, staats onderrig en mediese dienste wat hulle nie gebruik nie, ens.
How much medical aid holders will be losing to the NHI next year - BusinessTech. Al meer geld word weggelei na die onproduktiewe "agter geblewendes", wat 'n swakker ekonomie beteken.
Sondag 15 Okt 2017
Op die internet
Hydrogen Isn’t For Cars But Still Might Have A Transportation Role - Clean Technica.
Op die internet - Suid Afrika
SA Navy to spend R60 million on weapon barely used since World War 2 - Mybroadband. Die hele verdedigings begroting maak nie sin nie, want daar is geen vyand nie, behalwe vir die misdadigers wat floreer onder die ANC.
Minister’s moment of truth - Fin24. Al wat die meerderheid wil hoor is hoeveel hulle toelaes gaan toeneem om by 9% inflasie te bly.
Saterdag 14 Okt 2017
Op die internet
The Big Four Economic Indicators: September Real Retail Sales - Talk Markets.
IMF report points to financial dangers lurking beneath global growth - World Socialist Web Site.
New Zealand First delays decision on forming a new government - World Socialist Web Site.
Hydrogen-Fuel Trucks Are Hitting The Roads in Los Angeles This Month - Science Alert. Waar kom die waterstof vandaan? Op die oomblik word 95% van fossiel brandstof verkry. Sonselle kan gebruik word vir die elektrolise van water om waterstof uit te split. Dan is die koste verskil tussen waterstof, en elektriese voertuie wat met sonlig gelaai word, die koste verskil tussen die brandstof sel en die batterye. Toyota verkoop die Mirai waterstof kar vir $57,500 (R760,000). Elektriese karre verkoop vir R327,000 tot R529,000. Die Tesla 3 begin by R460,000. Om 'n elektriese voertuig by die huis te laai is meer gerieflik en goedkoper, as om gas te gaan koop. Vir lang afstande kan met gas opgevul word, of groter batterye gebruik word, of batterye omgeruil word.
An 8 Hour Road Trip In A Nissan e-NV200 Electric Van - Clean Technica. Die tyd wat dit neem om 'n battery te laai, maak elektriese voertuie onprakties vir lang afstande. Een oplossing is om die battery by vulstasies om te ruil vir een wat alreeds 100% gelaai is.
The U.S. Tax Code — $4.6 Billion In U.S. Oil Company Subsidies Per Year - Clean Technica.
Electric Sun Flyer 4 Goes From Two To Four Seats - Clean Technica.
'Frustrated' Migrants Threaten Swedish Migration Board Staff With Rape, Violence - EU Times. Wat van 'n beskawing word wanneer mense dit nie aktief beskerm nie.
Learning and staying in shape key to longer lifespan, study finds - Science Daily.
Verskille in waardasie van nuwe besighede
Tesla en Taste bring nuwe produkte na die mark, maar die mark dink Tesla gaan wonderlik suksesvol wees, terwyl Taste gaan misluk. Tesla se aandeelprys het opgeskiet, terwyl Taste se prys al verder daal. Nie een van die twee maak 'n wins nie. Tesla het aandele uitgereik vir kapitaal om kostes te betaal. Taste soek meer kontant vir uitbreiding. Tesla verhandel op 'n prys/verkope van $355.57/~4x$16.88 ~ 5.3. Taste verhandel op 84c/~2xR1.06 ~ 0.40.
Op die internet - Suid Afrika
Tip toe through the dusty shoes (Zimbabwe) - Moneyweb. Die ANC en DA is op dieselfde pad as Zimbabwe deur meer voordele aan mense uit te deel, as wat hulle bydra tot die ekonomie.
Can CEO pay be limited through a formula? - Moneyweb. Die groot getal mislukkings op die JSE dui op 'n probleem met die manier waarop die bestuur verkies word. Hoër salarisse lei nie noodwendig na beter resultate nie. Salarisse behoort deur aanvraag en aanbod bepaal te word, deur poste op te veil onder geskikte kandidate.
ANC will stand behind Zuma - Mantashe - News24. Die ANC herken nie die wette van moderne beskawings nie.
SA needs to revamp its new public transport system - Fin24. Eers word die bus roetes uitgelê, en dan wil mense plakkers kampe langs die roetes bou om meer passasiers te kry. Daar is redes waarom mense dekades gelede opgehou het om busse te gebruik.
More South Africans are applying for financial emigration – here’s how it works - BusinessTech. Jare gelede moes emigrante in elk geval registreer as nie-inwoner om geld uit te neem.
Op Twitter: Small Talk Daily @SmallTalkDaily: "True, water crisis over a year in making & politicians done nothing @WesternCapeGov & @CityofCT Now we in crisis mode due to their inactions": prent. Wat doen die 231 lede van die stadsraad vir die salarisse wat hulle ontvang?
Vrydag 13 Okt 2017
Op die internet
British Banks Forecast Biggest Consumer Credit Collapse In 10 Years - Zero Hedge. Verkoop al die probleem besighede aan Suid Afrikaanse maatskappye.
You Need To Know Why The Stock Market Barely Moves Anymore - Talk Markets. Solank die mark opgaan, is daar geen rede om te verhandel nie.
BlackRock CEO Larry Fink calls bitcoin an 'index of money laundering' - CNBC.
Huge spike in global carbon emissions linked to El Nino - Phys.org.
Oil giant Shell accelerates electric vehicle effort with acquisition of network with over 30,000 chargers - Electrek.
Worms reveal secrets of aging: Researchers discover a conserved pathway that controls aging - Medical Xpress.
Magic mushrooms may 'reset' the brains of depressed patients - Medical Xpress.
Aluminum Is the Surprise Bull Market of the Year - Banyan Hill.
Canada's indebted households vulnerable to shock, Bank of Canada official warns - Financial Post. "But stress tests show Canada's banking system should weather a drop in house prices".
Yellen Was Right: “Transitory” Factors of “Low” Inflation Are Reversing, with Much More to Come - Wolf Street. 'n Prys oorlog verlaag ook salarisse, wat die ekonomie verswak, tensy doeltreffendheid verbeter het. 'n Prys oorlog kan die gehalte van diens verlaag, wat eintlik inflasie is.
Pay-TV Companies Tank As Subscriber Losses Surge To Record Highs In 2017 - Zero Hedge.
Samsung Electronics CEO resigns, says company is in “unprecedented crisis” - Ars Technica.
Dutch privacy regulator says Windows 10 breaks the law - Ars Technica. "Regulator says Microsoft doesn't offer enough information to enable informed consent."
Suid Afrika aandele
Die JSE het +0.23% hoër gesluit. Die Rand/$ is sterker op R13.28. Die goudprys is $1300 x R13.28 = R17,260 (gister $1293 x R13.47 = R17,420). Die platinum prys is $942 x R13.28 = R12,510 (gister $936 x R13.47 = R12,610). Die yster erts prys is $60.63.
Groot stygings: Micromega +13.1% na R11.20, Kumba +7.7% na R253.90 (R383M), Trustco +5.8% na R5.50, Cartrack +5.1% na R15.50, Arcmittal +4.8% na R5.45, Nepirock +4.1% na R189.21 (R478M).
Groot dalings: ISA -16.3% na R1.34, ELB Group -4.4% na R20.00, AME -3.1% na R56.00, FirstRand -1.9% na R53.35 (R1097M).
Aspen (APN) ondersoek deur Verenigde Koninkryk mededingings owerheid: senspdf.
First Rand (FSR) moontlike aanbod vir Aldermore Group
PLC. senspdf.
ISA (ISA) handels verklaring: senspdf. Lae handel.
NEPI Rockcastle (NRP) koop Sernada en Krokus winkel sentrums in Poland. senspdf.
Supergroup (SPG) het 12.4M aandele verkoop teen R40.25 per aandeel. senspdf.
Stadio koop Milpark Education. senspdf.
Merafe (MRF) produksie verslag: senspdf.
Record imports of iron ore by China boost Kumba and Assore on Friday - BusinessLive.
Starbucks rollout in South Africa hit by ‘brutal decline in consumer spending’ - BusinessTech. Starbucks was geweldig suksesvol in die VSA, maar die persentasie Suid Afrikaners wat dit kan bekostig is klein.
Op die internet - Suid Afrika
Local banks demand R5bn from SAA, unless Gigaba gives another bailout - Fin24.
Court victory for Tshwane in smart meter contract - Mybroadband.
DEA grants environmental authorisation for new 4 000 MW nuclear plant - Engineering News. Destyds het mense gedink die autokratiese Nasionale Party bou Koeberg te naby Kaapstad. Nou wil die ANC een of ander derde wêreld land kry om nog een daar te bou.
Mahindra SA to start local assembly, move into tractor market - Engineering News.
South African Weather Service battered by faulty equipment, decries CEO - Engineering News. "The South African Weather Service (SAWS) has blamed the poor state of their equipment for failing to warn citizens earlier of the stormy weather that devastated parts of Gauteng and KwaZulu-Natal."
8 of the biggest proposed changes for South African schools - BusinessTech. Nog 'n sotlike wet deur die ANC, wat vryheid verminder.
Stellenbosch University to hike fees by 8% - BusinessTech. Net soos munisipaliteite, wat tariewe rondom 9% verhoog, omdat dit die werklike inflasie koers is van hulle kostes.
The best Gauteng suburbs for first-time buyers - BusinessTech.
Donderdag 12 Okt 2017
Op die internet
UK to publish draft energy price cap laws, seeking to fix 'broken' market - Reuters.
The Daily Show @TheDailyShow: "President Trump's beautiful mind makes a major breakthrough in economic theory": video.
Donald Trump Is Wrong About The National Debt (Again) - Talk Markets.
Florida's Farmers Produce Smallest Orange Harvest Since WWII After Irma Wiped Out Half Of Crops - Zero Hedge.
Why The U.S. Exports Oil - Talk Markets.
LG to support the production of 100,000 electric cars per year with new battery factory - Electrek.
Opinion: Western Digital unveils breakthrough in hard-drive technology that will be used beyond 2030 - Market Watch.
Do hybrid cars and EVs really save you money? - Market Watch. Die herverkoop waarde van elektriese voertuie is beter – minder kapitaal verlies.
"Worse Than Anticipated": JPM, Citi Just Boosted Their Loan Loss Reserves By The Most In 4 Years - Zero Hedge.
Tropical tree roots represent an underappreciated carbon pool - Phys.org.
The Case Against Free-Market Capitalism - Project Syndicate. Regerings het in die verlede bygedra tot 'n verhoging in lewens standaard deur skool onderrig vir almal, maar soos gewoonlik met regerings het die onderrig nie by die tegnologiese ontwikkeling gebly nie. Dit veroorsaak dat die meeste studente nie aan die ekonomie kan deelneem nie, en laag besoldigde werk moet soek. Armes word armer deur inflasie, waarvoor die regering verantwoordelik is, met belasting op inkomste en maatskappye, en geld skepping. Die ekonomiese groei statistiek in derde wêreld lande is twak.
Suid Afrika aandele
Die JSE het -0.04% laer gesluit. Die Rand/$ is sterker op R13.47. Die goudprys is $1293 x R13.47 = R17,420 (gister $1288 x R13.47 = R17,480). Die platinum prys is $936 x R13.47 = R12,610 (gister $930 x R13.57 = R12,620). Die yster erts prys is $59.83.
Groot stygings: Stadio +5.7% na R6.50, Metrofile +4.9% na R4.25, Aspen +4.5% na R320.78 (R458M), HCI +3.8% na R128.73, EOH +3.8% na R99.30, Imperial +3.8% na R206.60.
Groot dalings: Trustco -7.1% na R5.20, Novus -6.2% na R6.80, Assore -5.0% na R283.00, Implats +3.4% na R30.91.
Atlantic Leaf (ALP) resultate: senspdf. Min handel.
Vunani (VUN) resultate: senspdf. Min handel.
Taste Holdings (TAS) se inkomste vir die 6m tot Aug was -9% laer, en vwVPA 'n verlies van -15.3c, of kern -14.6c. Bruto wins was +4% hoër. Die prys/verkope is 93c/~2xR1.06 ~0.44. senspdf. Loss-making Taste Holdings to continue rolling out Starbucks stores - Fin24.
Equites (EQU) resultate: senspdf. Min handel.
Verimark (VMK) resultate: senspdf. Min handel.
Protests halt Pan African Resources gold project in SA - Moneyweb.
Op die internet - Suid Afrika
Even Stats SA could fall to state capture – Gordhan, Jonas - Fin24. Die statistiek is lankal nie geloofwaardig nie.
Joburg cracks the list of the most powerful cities in the world - BusinessTech. Johannesburg was belangrik gewees jare gelede toe SA die grootste goud uitvoerder was, en baie besigheid hoofkantore gehad het. Hoofkantore het na Sandton verskuif weens verval. Vandag is dit 'n swart stat. Op hierdie bladsy List of companies of South Africa verskyn Johannesburg 33 keer en Kaapstad 15 keer.
How to electrify SA’s automotive industry - Tech Central. Dis wat gebeur wanneer regering inmeng in vrye handel met 43% invoer heffings, en subsidies aan petrol voertuig vervaardigers. Die ANC het nie 'n benul wat om te doen nie. Die beste oplossing is vir kopers om self te besluit deur 'n einde te maak aan regering inmenging.
The most popular operating systems for smartphones and PCs - Mybroadband.
R20bn Swazi Rail Link being prepared for presentation to investors before year-end - Engineering News. "The 150 km greenfield railway line from Lothair, in South Africa, to Sidvokodvo, in Swaziland, is designed to open up a dedicated general-freight corridor, firstly to the Port of Richards Bay, in KwaZulu-Natal, but later also the Port of Maputo, in Mozambique". Dit is R133 miljoen per kilometer. Vat 'n bakkie en lê dit self.
Political change could spark a surge in investment, says Goldman Sachs - Engineering. "South Africa has the potential to achieve a 3% economic growth rate, and 5% in the medium term, if the constitutionalists in the African National Congress (ANC) are elected to lead the country, says Goldman Sachs Southern Africa MD Colin Coleman." Goldman Sachs is van 'n newe heelal, waar dit klaarblyklik moontlik is.
Consumers default on R13.45 billion in debt in 3 months - Moneyweb. Dit sou net vir 100m van die treinspoor na Swaziland betaal.
Woensdag 11 Okt 2017
Suid Afrika aandele
Die JSE het +0.24% hoër gesluit. Die Rand/$ is sterker op R13.57. Die goudprys is $1288 x R13.57 = R17,480 (gister $1292 x R13.64 = R17,620). Die platinum prys is $930 x R13.57 = R12,620 (gister $929 x R13.64 = R12,670). Die yster erts prys is $59.16. Die JSE het vir 'n week opgegaan weens 'n dalende Rand. Met die Rand wat sterker word, gaan dit steeds op.
Groot stygings: PSG +5.4% na R259.89, PPC +5.0% na R6.94, SunInt +4.1% na R52.68, Massmart +3.7% na R111.40.
Groot dalings: Stadio -24.6% na R6.15 (sonder reg op meer aandele teen R2.50), Mondi PLC -8.2% na R345.77 (R763M), Mondi Ltd -7.4% na R346.89 (R525M).
PSG (PSG) se waarde van beleggings gehou was R262.23 op 6 Okt 2017 (waarvan Capitec 42% was). Vir die 6m tot Aug was die vwVPA -23% laer na 354.9c, of herhalende wVPA 0.1% hoër na 412.1c. Die dividend opbrengs is (250c+138c)/R259.89 -20% = 1.2%. senspdf.
Mondi (MND, MNP) se bedryfswins vir die derde kwartaal was +8% hoër. senspdf.
Sun International (SUI) koop Sun Dreams se dobbel belange. senspdf.
Cartrack resultate: senspdf. Min handel.
Most active equity managers continue to lag the index - Moneyweb.
Nova turns to the JSE - Moneyweb.
Business loss from storms could top R500m - expert Fin24. Die mark jaag versekeraars op ten spyte van die val in wins.
Op die internet - Suid Afrika
PIC looting concerns raise red flags for proposed state pension fund - Fin24. "The new fund wants to consolidate the more than 5 000 public and private retirement funds into one giant mandatory institution, possibly under government control". Dit sou beteken dat almal dieselfde groei kry, wat afhanklik is van 'n verswakkende ekonomie, buiten vir aandele wat baat by 'n jaarlikse 9% val in die Rand.
Gigaba orders forensic audit of PIC - Fin24.
Three judges to hear review of Tshwane/PEU contract - Moneyweb.
Tough times reflect in slower buy-to-let property trends - Fin24.
Op die internet
Alibaba says it will invest more than $15 billion over three years in global research program - CNBC.
Hacking Brain Waves Can Give You an Instant Cognitive Boost, Says Study - Science Altert.
A Singapore lab is growing synthetic diamonds and marketing them to millennials - Business Insider. "Good said lab-grown diamonds tend to cost about 30 to 40 percent less than mined diamonds of the same carat, colour, cut and clarity."
Los Angeles order 100 new all-electric buses, New Flyer unveils next-gen Xcelsior electric buses - Electrek. Volkswagen to roll out electric trucks and buses - Mybroadband.
Removing carbon from atmosphere can be simple and low tech - NextBigFuture.
Ceramic pump moves molten metal at a record 1,400 degrees Celsius - Phys Org.
Esophageal cancer 'cell of origin' identified - Medical Xpress.
Honda’s first car was this weird little T360 truck - Popular Mechannics.
Green tea extract delivers molecular punch to disrupt formation of neurotoxic species - Medical Xpress.
Dinsdag 10 Okt 2017
Suid Afrika aandele
Die JSE het +0.17% hoër gesluit. Die Rand/$ is sterker op R13.64. Die goudprys is $1292 x R13.64 = R17,620 (gister $1281 x R13.83 = R17,720). Die platinum prys is $929 x R13.64 = R12,670 (gister $912 x R13.83 = R12,610). Die yster erts prys is $60.18. Die hoë groei wat die mark verwag van Dis-chem en Clicks maak nie sin in 'n swak ekonomie nie en versadigde mark nie. Dit is nie asof daar 'n deel van die bevolking is wat nou sonder medisyne klaar kom nie. Hulle koop dit alreeds iewers.
Groot stygings: Stadio +10.4% na R8.16, Dis-chem +7.6% na R31.20, Santova +7.1% na R3.16, Pallinght +5.7% na R2.80, Anchor +4.2% na R4.69, Clicks +3.6% na R158.50 (R248M).
Groot dalings: Fambrands -10.7% na R105.50, Rolfes -5.4% na R2.80.
Verimark (VMK) handels verklaring: senspdf.
Dis-chem (DCP) verwag vir die 6m tot Aug 'n wesens verdienste per aandeel van 45.7c tot 47.3c, +34.8% tot +39.5% hoër. As dit herhaal, sou die prys/verdienste rondom R30.44/~93c ~ 33 wees. senspdf.
Tharisa (THA) produksie verslag: senspdf.
Santova (SNV) handels verklaring: senspdf.
PPC investor says Fairfax offer should be more than 43% higher - Business Report.
Naspers Should Buy Own Stock to Tap Tencent Gap, Mobius Says - Bloomberg.
A British Burger Chain Is Blaming Brexit for Its Stock Plunge - Bloomberg.
August manufacturing output up 1.5% y/y - Engineering News. Dit is gebaseer op die regering se inflasie koers, wat nie met die werklikheid ooreenstem nie.
INTERVIEW-South Africa falling off investors' radar, Templeton's Mobius says - Reuters. Die wêreld is vol aandeel markte wat nie aantreklik is nie.
Op die internet - Suid Afrika
Taps slow down to trickle as water rationing starts in Cape Town - Engineering News. Transformasie na 'n tipiese Afrika land, onder die DA. Urgent need to explore alternative water sources in Western Cape to avoid day zero - Engineering News. 'n Eenvoudige berekening wys dat 200mm reënval (Kaapstad lughawe in 2016 – 2oceansvibe) op Kaapstad se 2455km² oppervlakte 1345 miljoen liters per dag is. Daar val oorgenoeg reën net op Kaapstad, sonder enige damme in riviere wat uit die berge kom. Die water loop óf af na die see, óf dit loop in die grond in. Ondergrondse rots holtes stoor 'n sekere volume water, en dan loop die res af na die see. Deur boorgate te sink, en die water wat na die see afloop op te dam, sal daar oorgenoeg water wees.
Traffic boss gets huge increase - Moneyweb.
How do I become financially independent in a decade? - Moneyweb. Bate klasse is nou op piek vlakke wêreldwyd.
The massive price differences between contract and prepaid data in SA - BusinessTech.
Five Videos That Sum Up The Storm Situation In KZN Right Now - 2 Oceans Vibe.
Wolseley residents complain of no refuse collection for 5 years - Engineering News.
Op die internet
Nobel economist says he’s nervous about stock market - Moneyweb. Hoe hoër dit gaan, hoe verder moet dit eendag val.
Op Twitter: Paul Krugman @paulkrugman: "Lying over and over again without consequences": Taxes as a percentage of GDP.
French air traffic controller strike hits 450,000 travelers - CNN.
The Price Of Failure: USA Dumped Out Of The FIFA 2018 World Cup After Pathetic Performance - Forbes. Die wêreld beker word in Rusland gehou.
Common acid reflux medications promote chronic liver disease - Medical Xpress.
Maandag 9 Okt 2017
Op die internet
Missing half of all normal matter in the universe found as hot gas links galaxies - Next Big Future.
Novel treatment causes cancer to self-destruct without affecting healthy cells - Medical Xpress. Study uncovers mutation that supercharges tumor-suppressor - Medical Xpress.
JinkoSolar and Fraunhofer ISE break solar efficiency records for everyday solar panels - Electrek. 22.04%
Tacita launches new electric motorcycle cruiser with a massive battery pack - Electrek.
A World Without Exhaust Pipes - Porject Syndicate.
Chinese yster erts voorraad
Steel mills in China select new iron ore order due to rise in port stocks - Frugal Entrepreneur. Daar is gedurig berigte oor hoe China groot hoeveelhede yster erts opgaar (van 31 Maart 2017: Ports in China have enough iron ore to build 13,000 Eiffel Towers), en dat die prys gaan val om die voorraad af te werk. Volgens Iron Ore Port Inventory Situation in China Hasn’t Changed Much styg die voorraad al vir baie jare geleidelik. Dit is nou 130 miljoen ton. Voorraad/produksie was relatief konstant.
Volgens die artikel het Credit Suisse 'n yster erts prys van $45 verwag vir 2017. Sover was die prys rondom $65 (Market Index). Die aanvraag na yster is afhanklik van die wêreld ekonomie, wat afhanklik is van skuld. China bou meer karre. Rio Tinto se netto wins marge was 20.8% die laaste kwartaal. Kumba se wins vir die eerste 6m was 21.4% op 'n yster erts prys van $71 x R13.22. Die huidige Rand prys is 10% laer, en die Rand het te veel verswak in 'n kort tyd. Die prys/verdienste R231.51/~2xR14.33 ~ 8.1. Kumba is geprys vir 'n hoër yster erts prys of swakker Rand.
Suid Afrika aandele
Die JSE het +0.52% hoër gesluit. Die Rand/$ is swakker op R13.83. Die goudprys is $1281 x R13.83 = R17,720 (Vrydag $1274 x R13.73 = R17,490). Die platinum prys is $912 x R13.83 = R12,610 (Vrydag $913 x R13.73 = R12,540). Die yster erts prys is $61.26.
Groot stygings: Stadio +19.2% na R7.39, Novus +5.4% na R7.25, LifeHC +3.4% na R26.31, Brait +3.3% na R54.75, Netcare +3.3% na R24.82, Harmony +3.3% na R25.45, Sasol +2.9% na R396.26 (R1032M).
Groot dalings: Nampak -3.6% na R17.50, Alviva -2.9% na R20.20, KAP -2.8% na R8.29.
Famous Brands (FBR) verwag vir die 6m tot Aug 'n wesens VPA van 153c tot 187c, teenoor 411c 'n jaar gelede (vwVPA was 270c voor buitengewone items). Onlangse verkrygde VK besigheid, Gourmet Burger Kitchen het 'n verlies gemaak vir die 22 weke tot 31 Julie. senspdf.
Calgro M3 (CGR) verwag vir die 6m tot Aug dat wVPA -26.7% laer sal wees na 47.71c. senspdf. Lae handel.
Sasol Drops $950 Million Share Plan for Black-Investor Debt - Bloomberg.
Why the PPC, AfriSam tie-up is facing shareholder rebellion - Moneyweb.
Why the rand is weakening - JSE. "The recent weakening of the rand against the dollar is more likely a case of dollar strength". Die afgelope maand het die Rand 6.6% getuimel teen die $, 3.9% teenoor die €, en 2.6% teenoor die Aus$.
Op die internet - Suid Afrika
What does your medical scheme contribution pay for? - Moneyweb. Mediese versekerings premies lyk baie meer as alledaagse mediese koste. Een rede kan wees dat lede voel hulle moet mediese dienste gebruik om hulle geld terug te kry. Verpligte lidmaatskap deur werkgewers moet verbied word. Families word ook deur enkel lede gesubsidieer.
DA aims to ban unrecyclable plastic shopping bags in Western Cape - Engineering News.
Best selling smartphone in the world so far in 2017 - BusinessTech. "The Apple iPhone 7 outsold all other smartphone models globally during the first six months of 2017". Apple se verkope was net 14% van die wêreld mark in die eerste kwartaal: Smartphone Vendor Market Share, 2017 Q1 - IDC
Black Business Council says Eskom CEO musical chairs doesn’t inspire confidence - Engineering News. Hy is te wit.
Sondag 8 Okt 2017
Suid Afrika aandele
How much it costs to list a company on the JSE - BusinessTech.
Is another tech bubble on the way? - BusinessTech. Die huidige borrel is gebou op skuld – regering skuld en verbruiker skuld. Die kontant vloei kan vinnig opdroog wanneer die skuld groei ophou.
Op die internet
Why A New Form Of 'Nationalization' Will Occur - Talk Markets. "This implies a $6.2 trillion injection of excess liquidity - the difference between the growth in central bank assets and nominal GDP".
Tesla Model 3: Elon Musk shares images of the production line - Electrek.
World Solar Challenge goes live: Solar cars racing from north to south across Australia - Electrek.
Why I’ll Never Fix and Flip Houses Again - Truvest. Vervalle huise is dikwels in vervalle woonbuurtes.
Op die internet - Suid Afrika
SABC TV licence fee collections plummet - TechCentral. Dis nie die groot probleem. Die groot probleem is dat kykers sonder lisensies waarskynlik gesteelde stelle gebruik, want hulle kan nie TVs koop sonder 'n lisensie nie. Die ANC doen niks omtrent roof kykers nie, want dit is hulle kiesers. Deur TV lisensies aan ID nommers te koppel, het die ANC bygedra tot huis inbrake.
Death lurks in Eskom's murky air - Fin24. Die rook wolk wat oor stede hang, kom van die arm woonbuurtes af, nie kragstasies nie.
Eskom’s latest scandal: R100 million for office chairs - BusinessTech.
How much longer bigger batteries last - Mybroadband. Daar is geen nuwe standaard battery grotes vir selfone, kameras of elektriese karre nie, omdat regerings hopeloos geword nie.
Saterdag 7 Okt 2017
Op die internet
10 Factors To Propel Gold Tenfold - Talk Markets. "Interest rates are critical to a world with $250 trillion debt plus derivatives of $1.5 quadrillion and global unfunded liabilities of 3/4 quadrillion". Regerings met baie skuld kan nie hoë rentekoerse bekostig nie. Om die inflasie koers te manipuleer is al uitweg.
Where The September Jobs Were: Waiter And Bartender Devastation - Talk Markets.
Is this the melt-up in the stock market that comes before Wall Street’s meltdown? - Market Watch.
Shock poll: NFL now least liked sport, core fans down 31% - Washington Examiner.
Fire Ant Venom Could Be a Surprising New Treatment For Psoriasis - Science Alert.
Op die internet - Suid Afrika
How much government spends on healthcare for each South African - BusinessTech. Die regering spandeer R217,000 per persoon oor 'n 65 jaar leeftyd. As dit nie was vir die beskawing en ekonomie wat die Europeërs gebring het nie, sou dit naby zero gewees het.
Vodacom network down and disappearing data – Reports - Mybroadband.
Rugby - Suid Afrika
Soos wat die Springbokke in die Nieu-Seeland Rugby Kampioenskap verloor, en Super Rugby spanne aanhou verloor gaan rugby unies minder geld maak van toeskouers, meer spelers verloor na oorsese spanne wat meer kan betaal, en die speel vlak al verder daal. SA moet onttrek uit die toernooie. Daar is nie geld in spanne wat verloor nie.
Vrydag 6 Okt 2017
Op die internet
Deficit rose $82 billion to $668 billion in fiscal 2017, budget office estimates - Washington Examiner.
Renault to launch 8 more all-electric vehicles within next 5 years - Electrek.
Breast cancer linked to bacterial imbalances - Science Daily.
Suid Afrika aandele
Die JSE het +0.41% hoër gesluit. Die Rand/$ is swakker op R13.73. Die goudprys is $1274 x R13.73 = R17,490 (gister $1273 x R13.63 = R17,350). Die platinum prys is $913 x R13.73 = R12,540 (gister $910 x R13.63 = R12,400). Die yster erts prys is $63.27.
Groot stygings: Lonmin +16.9% na R15.15, Stadio +10.7% na R6.20, MedClin +3.5% na R122.80, Astoria +3.3% na R12.40, Cashbuild +2.8% na R401.10.
Groot dalings: Clover -5.0% na R12.16, Kumba -3.8% na R232.75, Long4life -2.6% na R5.65, Oceana -2.5% na R83.30.
Choppies (CHP) resultate: senspdf.
PSG (PSG) se som van die dele was R261.05 per aandeel op 31 Aug, teenoor R240.87 op 28 Feb. senspdf.
Sygnia (SYG) se total bates onder bestuur was R184M 30 Sep, teenoor R162B 30 Junie. senspdf.
Value (VLE) handels opdatering: senspdf.
PPC (PPC) aanbod van Dangote Cement teruggetrek: senspdf.
Glencore PLC (GLN) koop 75% van Chevron South Africa en 100% van Chevron Botswana senspdf.
Phumelela Gaming and Leisure (PHM) resultate: senspdf. Min handel.
A2X, South Africa’s new stock exchange is open for business - Businesstech. Klein maatskappye op die JSE is 'n totale ramp. 'n Aandeel beurs word benodig wat beleggers se geld beskerm met beter regulasies.
The Krugerrand's remarkable contribution to SA mining value-addition - Mining Weekly.
Op die internet - Suid Afrika
Durban/Joburg fuel pipeline opens after years of delays, spiralling costs - Fin24. Net bestyds vir elektriese voertuie.
Government increases vehicle licence fees - BusinessTech. Die ANC raak nou desperaat. Belasting het vir jare teen 8% p.j. toegeneem, in 'n poging om by 9% inflasie te bly, ten spyte van die ekonomiese verswakking wat dit veroorsaak het.
How the dead frustrate the living - Moneyweb. Met dooies word seker bedoel die zombies in die ANC.
Government set on regulating YouTube, Netflix and other streaming services in South Africa - BusinessTech. Dit is wat gebeur wanneer die kiesers aanhou om dieselfde morone in te stem.
The average age of a first-time home buyer in South Africa – and how much money they earn - BusinessTech. Huise word kleiner en goedkoper metodes word gebruik. Byvoorbeeld, die nuwe sink dakke eindig by die muur, teenoor ou teel dakke wat 'n oorhang gehad het vir skadu in die somer. As ekonomiese groei 2% per jaar is, soos wat regerings graag beweer, sou nuwe huise 80% groter wees as 30 jaar gelede.
Donderdag 5 Okt 2017
Op die internet
When The Market Crashes, Will It Come Back In Your Lifetime? - Talk Markets. "I mentioned it took 25 years for the market to come back from the 1929 crash". "The Nasdaq fell 78% in the “tech wreck” of early 2000. Most investors look at a chart and see the index is now higher on a nominal basis. But adjusted for inflation it’s still down 17.6% from its March 2000 peak!"
Bull Trap: The False Promise Of Tax Cuts - Talk Markets.
Panel finds U.S. washing machine makers hurt by South Korean imports - Reuters. Ag siestog.
New Neanderthal Gene Analysis Shows We Have More of Their DNA Than Expected - Science Alert. Die verskille tussen noord en suid Europeërs was nog altyd bekend.
Crypto Coin Sales Get Fresh Regulatory Scrutiny as ECB Weighs - Bloomberg.
Update on the Deflating Housing Bubble in Toronto - Wolf Street.
Suid Afrika aandele
Die JSE het +0.44% hoër gesluit. Die Rand/$ is swakker op R13.63. Die goudprys is $1273 x R13.63 = R17,350 (gister $1274 x R13.59 = R17,310). Die platinum prys is $910 x R13.63 = R12,400 (gister $912 x R13.59 = R12,390). Die yster erts prys is $62.84.
Groot stygings: Alviva +5.6% na R21.11, M&R Hold +4.1% na R15.81, AECI +3.9% na R104.66, Amplats +2.9% na R361.00, Nampak +2.9% na R18.05.
Groot dalings: Group5 -9.3% na R7.86, PSG Konsult -2.7% na R8.75, Discovery -2.3% na R141.00.
Wilderness (WIL) handels verklaring: senspdf.
Mine Restoration (MRI) handels verklaring: senspdf.
Nepi Rockcastle (NRP) het 29.5M nuwe aandele uitgereik op 3 Okt: senspdf.
PSG Konsult (KST) se bruto geskrewe premies vir die 6m tot Aug was +24% hoër. Beleggings inkomste was 8.4% hoër, kommissie en ander fooi inkomste +2.2% hoër, en totale inkomste +6.7% hoër. Die herhalende (verdunde) VPA was +10.4% hoër na 18.1c. Die prys/verdienste is 901c/(20.4c + 18.1c) = 23. Die dividend opbrengs is (10.2c + 5.7c)/901c -20% = 1.4%. Lae handel. senspdf.
Finbond (FGL) handels opdatering: senspdf.
Datatec (DTC) handels verklaring: senspdf.
FirstRand execs score R206 million payday - BusinessTech.
Suid Afrika se toekoms
Mense betaal nou baie vir mediese versekering in die geloof dat hulle gedek is vir duur prosedures in die toekoms. Die mediese dienste mag dalk nie in die toekoms beskikbaar wees nie. Daar is 'n rede waarom Afrika diktators soos Mugabe na ander lande gaan vir mediese dienste.
Terwyl die res van die wêreld opgewonde is oor die nuwe elektriese voertuie, is daar geen teken daarvan in Suid Afrika nie, as gevolg van 40% invoer heffing op ingevoerde voertuie deur die Tshwane bewind. Die ANC vat die publiek se geld om petrol motor vervaardiging te ondersteun.
Op die internet - Suid Afrika
Bedlam as informal traders storm into Tshwane House - IOL.
SAA to hire ‘chief restructuring officer’ to revive the failing airline - BusinessTech. Regstellende aksie bestuur word groot salarisse betaal om poste te beset, en dan moet blankes uit die buiteland die eintlike bestuur doen.
BMW South Africa ordered to repay customers for “on-the-road” fee - BusinessTech.
Water dept frustrates MPs with conflicting annual reports - Engineering News.
EvoNet: new player to enter SA broadband market - Tech Central.
Woensdag 4 Okt 2017
Suid Afrika aandele
Die JSE het +0.70% hoër gesluit. Die Rand/$ is sterker op R13.59. Die goudprys is $1274 x R13.59 = R17,310 (gister $1274 x R13.69 = R17,440). Die platinum prys is $912 x R13.59 = R12,390 (gister $910 x R13.69 = R12,460). Die yster erts prys is $62.95.
Groot stygings: Metrofile +7.1% na R4.05, Dawn +3.8% na R1.09, Rhodes +3.7% na R18.99, Adcorp +3.5% na R14.59, Sasol +3.4% na R380.50 (R623M), Shoprite +3.2% na R209.38.
Groot dalings: Stadio -4.8% na R5.52, Raubex -3.9% na R18.50, Vodacom -3.2% na R151.36 (R2469M), JSE -3.0% na R123.17, Northam -2.4% na R49.35.
Zeder Investments (ZED) se waarde van beleggings was R7.17 per aandeel werd op 26 Sep (52.3% daarvan was Pioneer Foods). Vir die 6m tot Aug was die verdunde wesens verdienste per aandeel 4.3c, en herhalende wesens verdienste per aandeel 3.8c. Dividende word net jaar einde betaal. senspdf.
Competition Commission to probe Vodacom for abuse of dominance - EWN.
Bottom of the barrel blue chips - Moneyweb.
Pick n Pay launches new online shopping website - Mybroadband.
Op die internet - Suid Afrika
Fibre crushing ADSL in South African rankings - Mybroadband.
Stalingrad strategy: How Zuma is trying ‘bait and switch’ to avoid 783 charges - Biznews. Dit is sinneloos om voort te gaan met 'n politieke stelsel wat duidelik nie werk vir die ontwikkelings vlak van die bevolking nie.
Op die internet
'The whistle is about to blow': Secret report exposed Tesco's £250 million accounting scandal, court hears - Business Insider.
Dinsdag 3 Okt 2017
Op die internet
An Accountant Smells A Rat - Talk Markets. “We are in a global financial bubble, which I call the grand-daddy of all bubbles”.
Market Valuation, Inflation And Treasury Yields: Clues From The Past - Tuesday, Oct. 3 - Talk Markets.
Opinion: Six similarities between now and 1987, when the Dow plummeted 23% in one day - Market Watch. Rente koerse was baie hoër – Fed fonds koers 7.25% (The Balance) of Prima koers 9.25% in Oktober 1987 (FedPrimeRate).
GM delivers record number of all-electric Chevy Bolt EVs - Electrek. As die groei eksponensieel is, sal elektriese voertuie gou oorneem. Byvoorbeeld teen groei van 5x per jaar, sal GM se 47,000 motors p.j. na 4.6 jaar 77M bereik, wat omtrent die totale aantal motors is wat wêreld wyd verkoop word. In 2016 was meer as 750,000 elektriese verkoop (Arstechnica), wat 37% meer was as 2015. Teen die groei tempo sal dit 15 jaar neem vir alle verkope om elektries te wees. Die groei sal waarskynlik versnel.
One hour of exercise a week can prevent depression - Medical Xpress.
Split U.S. solar industry to debate tariffs at hearing - Reuters.
Computational study sheds doubt on latest theory of birds' mysterious magnetic compass - Phys.org.
Cell signals that trigger wound healing are surprisingly complex - Phys.org.
Suid Afrika aandele
Die JSE het +1.04% hoër gesluit. Die Rand/$ is swakker op R13.69. Die goudprys is $1274 x R13.69 = R17,440 (gister $1274 x R13.63 = R17,360). Die platinum prys is $910 x R13.69 = R12,460 (gister $911 x R13.63 = R12,420). Die yster erts prys is $62.86. Curro het R3.77 geval teenoor Stadio se R5.80 waarde.
Groot stygings: Grand Parade +9.3% na R2.95, Omnia +6.0% na R147.45, Assore +5.9% na R306.32, Northam +5.1% na R50.54, Exxaro +5.0% na R131.85, Naspers +2.9% na R3058.73.
Groot dalings: Curro -9.6% na R35.51 (Stadio noteer), Metrofile -5.5% na R3.78, Pallinghurst -4.8% na R2.38, Long4life -4.3% na R5.84, Nepirock -3.6% na R177.50.
Sovereign Foods (SOV) handels verklaring: senspdf.
Cartrack (CTK) handels verklaring: senspdf.
Exxaro (EXX) verkoop van hulle aandele in Tronox Limited (NYSE:TROX): senspdf.
Nepi Rockcastle (NRP) reik meer aandele uit: senspdf.
Rolfes Holdings cites rise in revenue and normalised operating profit - Business Live.
Sun International’s debt problem - Moneyweb.
Vodacom cuts out-of-bundle data prices - BusinessTech.
Education company Stadio Holdings lists on the JSE - IOL.
Foreigners desert SA stocks as JSE sees R90bn in outflows - Fin24. Waarom nou eers? Die JSE gaan al vir 3 jaar sywaarts. Wanneer VSA aandeelmarkte tuimel word geld ook onttrek van ander lande. Foreigners Desert South Africa's Stock Market Like Never Before - Bloomberg.
Op die internet - Suid Afrika
Petrol prys van 4 Okt af: kus 95 loodvry +11.6% hoër as 'n jaar gelede na R13.52, binneland 95 loodvry +11.2% hoër na R14.01. Die sterker Rand het inflasie tydelik afgehou, maar dit lyk of die algehele inflasie koers rondom 9% sal bly, waar dit al vir jare is.
Radical education key to avoiding radical economic destruction - Fin24. Om voorstelle te maak oor wat die regering behoort te doen, is net so nuttig as 'n voorstel dat Suid Afrika ruimtevaarders na Mars stuur. Sal ook nie gebeur nie. Voorstelle van werk skep help ook nie, want die ANC neem alles oor met SEB en RA, of word deur misdaad vernietig, soos hierdie: Grootste boord in Afrika vernietig.
Zimbabwe dollar dearth causes shortages, return of inflation - Fin24.
Parliament to get legal opinion on legitimacy of SAA bailout - Fin24. 'n Saal vol mense wat wette moet maak, maar hulle ken nie die wette wat hulle gemaak het nie.
Electricity industry approaching ‘breaking point’, City Power warns - Engineering News. Een rede vir Eskom se hoë tariewe is die hernubare energie wat ook duur gas turbines benodig. Eskom sal hoër tariewe moet vra om kapasiteit te handhaaf vir gebruikers wat net krag benodig wanneer die son nie skyn nie.
Cape Town ordered to reduce water consumption by 40% - Engineering News. In plaas van water bronne verhoog, wil die regering hê mense moet water by riviere gaan haal. Hulle kan die water in 'n emmer op hul kop dra.
Maandag 2 Okt 2017
Suid Afrika aandele
Die JSE het +0.36% hoër gesluit. Die Rand/$ is swakker op R13.63. Die goudprys is $1274 x R13.63 = R17,360 (Vrydag $1284 x R13.53 = R17,370). Die platinum prys is $911 x R13.63 = R12,420 (Vrydag $914 x R13.53 = R12,370). Die yster erts prys is $61.99.
Groot stygings: South32 +4.6% na R36.27, Kumba +4.4% na R230.00, Curro +3.9% na R39.27, Advtech +3.4% na R18.30, Naspers +1.8% na R2973.00 (R2266M verhandel).
Groot dalings: Lewis -8.3% na R27.50, Telkom -4.6% na R56.54, Clicks -3.5% na R152.45, Truworths -3.5% na R74.55.
Reinet (REI) wil, om verhandelbaarheid in hulle aandele te verbeter, ook op die Euronext Amsterdam aandeelmark noteer, bykomend tot die notering op die Luxembourg aandeelmark wat min verhandel. Die deposito bewyse in Suid Afrika sal vervang word met aandele in Reinet Luxembourg op die JSE. senspdf
Lewis (LEW) het 3% van hulle aandele teruggekoop. senspdf.
Pick n Pay (PIK) verwag vir die 6m tot Aug dat 'n vwVPA van 59.90c tot 63.90c, -20% tot -25% laer. Die koste van 'n vrywillige skeiding program word in die eerste helfte betaal. Genormaliseerd word 87.86c tot 91.85c verwag, +10 tot +15% hoër. Laasgenoemde gee 'n prys/verdienste rondom R56.17/(177.83c + ~89.9c) ~ 21. senspdf.
Steinhoff (SNH) het €1B ingesamel deur die plasing van 23.19% van hulle belang in Steinhoff African Retail. senspdf.
Rolfes (RLF) se inkomste vir die jaar tot Junie was +8.8% hoër, en vwVPA -48% laer na 28.38c, of voorgeset +0.8% hoër op herverklaarde bedrag. Genormaliseerde wVPA was -24% laer na 36.83c, of +8.1% hoër voortgeset op herverklaar na 50.46c. Die dividend opbrengs is 8c/303c -20% = 2.1%. Inkomste kom 49% van voedsel, 22% chemikalieë, 19% landbou, en 6% kleur. senspdf.
Telemaster (TLM) resultate: senspdf. Lae volume.
Sun International reviews Panama and Colombia operations - Engineering News.
Op die internet
Automakers Plan Electric Car Blitz as Tesla Burns Billions - Bloomberg. "Almost 50 new pure electric-car models will come to market globally between now and 2022". Auto OEMs Plan To Flood Market With New Electric Car Models Despite Massive Losses - Zero Hedge. Elektriese voertuie kos meer aanvanklik, maar die bedrysfkoste is baie laer. Dit is goedkoper vir lang afstande. Sonpanele verskaf baie goedkoper elektrisiteit vir elektriese voertuie as munisipale krag.
Russia’s 10-Year Gold Itch Sends Its Hoard to Putin-Era Peak - Bloomberg. China Proven Gold Reserves At 12,100 Tonnes At End-2016 - Talk Markets.
New system finds and targets vulnerabilities in lung cancer cells - Medical Xpress.
Without billions more, California will never have any complete and operating High Speed rail - NextBigFuture.
Study suggests women eating peanuts during breastfeeding could prevent child from developing allergy - Medical Xpress.
Op die internet - Suid Afrika
New-vehicle sales up 6.3% y/y in September - Engineering News. Eienaardig dat soveel meer motors verkoop word in 'n swak ekonomie.
You need city permission before using your flat as an Airbnb in Cape Town - Businesstech.
Sondag 1 Okt 2017
Op die internet
What it's like to grow 100,000 carats of real diamonds in a lab - CNBC.
Meet Britain's only certified Lego builder who sells some of his creations for tens of thousands of pounds - Business Insider.
EFF: Stupid patents are dragging down AI and machine learning - Ars Technica.
3D print a serial-free handgun at home with the latest Ghost Gunner update - Ars Technica.
This Awesome Blood Labyrinth Is The Newest Method For Catching Cancer Cells - Science Alert.
Op die internet - Suid Afrika
South Africa’s Treasury captured – Report - Mybroadband.
Five of the highest and lowest medical scheme increases for 2018 - Fin24.
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Kopiereg @2017