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Messages - Moneypenny

Pages: 1 ... 73 74 [75] 76 77 ... 126
1111
Shares / Re: Today's Outlook
« on: June 05, 2014, 11:29:18 am »
Hallo Sasol!  Being fined R534 million for overpricing.

On F&G, we are back swiftly into greed territory @ 70. Greedy little buggers out there I suppose; only a week ago we were at 35 Fear.  VIX +1.77% @ 12.08.

T40 @ 44 812 atm -0.28%

New high for Telkom 4250, MTN 22945, Sappi 3913, Bats 64597, Richemont 11225 (intraday).

By index Platinum Mining -1.10%, Media -1.76%, Forestry & Paper +1.66%, Healthcare +1.41%, Telecommunications +1.05%

European markets cautious today before ECB later, CAC +0.07%, DAX -0.14%, FTSE -0.27%.

Eco Calendar:

13:00 GB Interest Rate & BoE QE Total, prev & exp 375B
13:45 EUR Interest Rate prev 0.25%, exp 0.10%
14:30 ECB Press Conf
14:30 US Initial jobless claims, prev 300K exp 310K

1112
Shares / Re: Today's Outlook
« on: June 04, 2014, 02:12:21 pm »
Could be because hedge funds started buying into private care according to Bloomberg http://www.iol.co.za/business/companies/hedge-fund-buys-into-private-care-1.1698208#.U48IunKSx8E or that Investec raised target price to R342 from 322, rating it as a ‘buy’.

Another thing happening is that GlaxoSmithKline UK invited private equity to bid for older drugs a few days ago.   Last year they sold thrombosis meds to Aspen for £700 mil. 

Could be anyone of those or none at all. :P

1113
Shares / Re: Devastating market crash. When ?
« on: June 04, 2014, 02:09:49 pm »
I'm starting to think it's not going to happen. :P

1114
Off topic / Re: Lies, damned lies and statistics
« on: June 04, 2014, 09:53:27 am »
And the hard part for those 10% is to not respond to everything. :D I know I do it, respond and then just delete, thinking maybe someone else should chime in just for the sake of variety.

1115
Shares / Re: Today's Outlook
« on: June 04, 2014, 09:11:13 am »
US ended with Dow -0.13%, Nas -0.08%, S&P -0.05%, futures red.

Asia mostly negative, Topix closes +0.4%.

F&G back into ‘Greed’ @63.

Eco Calendar:

03:30 Aus GDP better than expected @ 3.5% (exp 3.3%)
10:30 GB Services PMI exp 58.2, prev 58.7
14:15 US ADP Nonfarm, prev 220K, exp 210K
16:00 US ISM Non-manufacturing PMI exp 55.5, prev 55.2

Heads-up for tomorrow:

ECB expected to cut refinance rate by 15 basis points & a negative deposit rate cut by 10 basis points.

13:00 Interest rate prev & exp 0.50%.
13:45 EUR Interest rate prev 0.50%, exp 0.10%
14:30 ECB Press Conf

Alsi +0.24% @ 49 936, T40 +0.27% @ 44 975

Moving up yesterday Angloplat, Telkom, Aspen, Sappi & down Mittal, Randgold, Advhlth, Advtech, Massmart, PSG

New highs for Telkom 4080, Sappi 3829, Sasol 61396, Sanlam 6037, MrPrice 17057, Richemont 11182

1116
Off topic / Re: Lies, damned lies and statistics
« on: June 03, 2014, 09:18:11 am »
What is the difference between unique visitor & no of visits and why the huge jump in May?

1117
Shares / Re: Today's Outlook
« on: June 03, 2014, 09:01:16 am »
Entomologist? :whistle:

Nikkei and Topix just closed both +0.7%. 

Chinese Manufacturing PMI earlier came in at 49.4, a tad worse than expected 49.7.  Australia left interest rate at 2.50% as expected.

Eco Calendar:
11:00 Eur CPI prev & exp 0.7%

US last night with Dow +0.16%, Nas -0.13%, S&P +0.07%, futures flat to red.

Not much going on with fear, 47 Neutral, VIX +1.58% @11.58.

T40 -4 pips atm, gold spot +2.53 @ 1246.33

Recent weak SA data weighing on investors’ minds with R falling >1%, weakest in 2 months, gold on 4 month low.

Alsi ended +0.37% @ 49 817, T40 +0.47% @ 44 852.

Major moves up for Advhlth, Randgold, Pinnacle, Kumba, Sibanye, Brait.

Major down Abil (-3.45%), Lewis (-2.86%), Truworths (-2.40%).

New highs for Randgold 1585, Advtech 975, Richemont intraday 11154, Netcare intraday 2900.

New intraday low DRD Gold 245

By sector, Industrial +2.85%,  Resources +1.48% & Beverages -1.07%.

1118
Shares / Re: My retirement blog.
« on: June 03, 2014, 08:33:19 am »
What a privilege to experience this Orca. 

I know you probably have mixed feelings of anticipation, excitement, and worry and don’t even mention that little pesky admin-to-do-list which seems to be growing by the hour without invitation.  Your home looks strange, it even sounds strange and you can’t help but to wonder about your existence and its purpose. All that’s left is your portable links (cell, tablets, notebooks, Wi-Fi) to your former life which will become a godsend very soon.

But hold on, it’s all good once you’re though the boarding gates and you have said your goodbyes and secretly wiped away the last tears (and it will happen, doesn't matter how tough you are). 

You will suddenly feel relief that all the nitty-gritty is done; you can relax and start to enjoy with anticipation whatever is around the next corner.

Your kids are super to assist you with this transition, you will be grateful they will be the first chapter in your new life on the other side.

Good luck buddy, make a conscious decision to enjoy each new episode.

Go well.

1119
Shares / Re: Today's Outlook
« on: May 30, 2014, 09:08:45 am »
Alsi ends +0.07% @49 726, T40 +0.03% @44 744. 

Telkom reported expected 9x increase in 2013-earnings causing share to move +6.04% @ 38.60.

Gold miners still suffering, plat strike negotiations still continuing.

Major moves up, Telkom, Lewis, Tongaat, Curro, Vodacom, Advhlth.

Major moves down Harmony, Goldfields, Kumba, Northam, Merafe.

New high Tongaat @ 13945, Reinet @ 2541, Medclin @ 8519, HCI @ 16749 & new low Kumba @ 33608.

US ended Dow +0.40%, Nas +0.54%, S&P +0.54%, Asia mostly red this morning.

T40  -135 pips, F&G 45 ‘Neutral’.

FTSE opened -0.2%, DAX -0.1%, CAC -0.5%, US futures red.

Eco Calendar:

14:00 SA Trade Balance, prev -11.39B, exp -9.00B

1120
Shares / Re: Today's Outlook
« on: May 29, 2014, 08:10:55 am »
Dow -0.25%, Nas -0.28%, S&P -0.10%

Asia market check @ 6:48am: (1:48 pm Tokyo):

Nikkei flat
Hang Seng +0.5%
Shanghai flat
Sydney -0.1%
Kospi -0.3%
Sensex -0.3%
Taipei -0.2%

Eco Calendar:

11:30 SA PPI (MoM) prev 1.30%, exp 0.70%
14:30 US GDP (QoQ) prev 0.1% exp -0.5%
14:30 US Initial Jobless, prev 326K, exp 318K
16:00 US Pending home sales exp 1.0%

Back home T40 +101 pips, gold spot 1258.18 (07:57am)

Alsi ended yesterday -0.27% @ 49 690, T40 -0.28% @ 44 732

Major down movers were Harmony -4.06%, Sibanye -3.59%, Goldfields -3.06%, Anglogold -2.75%, Pinnacle -2.70%, Sappi -2.66%

New lows for Pinnacle @ 1100 & DRD Gold @ 250.

New highs for Netcare, MTN, Richemont, Grindrod, Vividend

This morning:

Curro to buy Waterstone College Jhb,
Spanjaad FY HEPS slides to 19.1 c/s,
Esor full-year loss/s 11.3c


1121
Shares / Re: Today's Outlook
« on: May 28, 2014, 04:20:49 pm »
Spot gold

16:20 @ 1261.63 (-3.58)
16.50 @ 1258.37 (-6.84)

1122
Shares / Re: Today's Outlook
« on: May 28, 2014, 07:53:25 am »
JSE ended -0.39% @ 49 824, T40 @ 44 859 @ -0.33%.  Not too bad considering yesterday’s eco news.  See Moon’s thread here: http://www.shareforum.co.za/shares/all-things-za-economic-outlook/

(Is this the correct way to link P?)

New high Vividend, new low intra-day DRD Gold.

Being punished were Advhlth, Nuworld, Anglogold, Nampak, Harmony, Northam, Sibanye, Goldfields, Pan-af.

Gold Mining down -4.24%, Plat Mining -1.27%, Health Care -1.10%, General Retailers -1.27%, Banks -1.53%.

Up were Forestry/Paper +1.10%, Personal goods +0.75%, Tech +0.23%

Eco Calendar: Not much going on.

US ended with Dow +0.42%, Nas +1.22%, S&P +0.60%, Asia green, gold another story but jaDEB will tell you.

T40 -3 pips atm, Gold spot 1264.33 7:45 (-0.90)

1123
Shares / Re: All things ZA economic outlook
« on: May 28, 2014, 07:49:38 am »
Rand falling 1% yesterday after this, the 'R'-word* whispered in corridors, case for interest rate hikes weakened.


* recession


1124
Shares / Re: Today's Outlook
« on: May 26, 2014, 01:19:52 pm »
Our little ol’ p-ant market on wobbly legs without international stimulus or what?

Negative 114 pips atm.

Could also be pre-emptive strike for local economists forecast that tomorrow's GDP @ 11:30 (QoQ) will fall to -0.1% (3.8% growth in 4thQ last year).  Mmmm, usually our markets not interested in such 'minor' details, only coat-tailing international moves.

Don't think it is a new cabinet influence either.

1125
Shares / Re: Today's Outlook
« on: May 26, 2014, 09:07:32 am »
US markets closed today for Memorial Day, UK markets closed for May Bank Holiday.

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