1291
Shares / Re: South Africa Top 40
« on: February 25, 2014, 09:01:39 am »
Don't forget about the dividend adjustment on the T40 this Friday, 135 points.
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1292
Shares / Re: Today's Outlook
« on: February 25, 2014, 08:27:23 am »
T40 ended 42 880 (-0.17%), All Share 47394 (-0.12%), R/$ R10.86 , R/£ R18
IGM T40 -15 points @ 8:19.
New high Reinet, Sibanye, Glencore, new low Ellies, Tongaat, Santam.
No significant eco new for today except for 17:00 US Consumer Confidence.
Other side of the pond, US up Dow +0.64%, Nas +.69%, S&P +0.64%, futures negative.
Asia ends +1.4% , Topix end 1.2%.
IGM T40 -15 points @ 8:19.
New high Reinet, Sibanye, Glencore, new low Ellies, Tongaat, Santam.
No significant eco new for today except for 17:00 US Consumer Confidence.
Other side of the pond, US up Dow +0.64%, Nas +.69%, S&P +0.64%, futures negative.
Asia ends +1.4% , Topix end 1.2%.
1294
Shares / Re: Today's Outlook
« on: February 24, 2014, 08:51:20 am »
Last Friday night Dow -0.19%, Nas -0.11% & S&P -0.21%, Futures negative.
Earlier this morning in Asia:
Japan - 0.2% (closed)
Hong Kong -1.2%
Shanghai - 1.7%
Sydney (- flat (closed)
Eco Calendar:
11:00 German Ifo Business Climate Index
12:00 European CPI YoY
SA40 –160 points atm
Eskom declared new power emergency last Friday, blackouts in residential urban areas (first time in five years apparently) on the cards.
Over the weekend, Koos Bekker announced he is stepping down as Naspers CEO to travel and explore new business opportunities, and will be replaced by Bob van Dijk.
New highs Sibanye, Reinet, Billiton, Mondi, Bats & new low for Tongaat, Massmart & Ellies.
Earlier this morning in Asia:
Japan - 0.2% (closed)
Hong Kong -1.2%
Shanghai - 1.7%
Sydney (- flat (closed)
Eco Calendar:
11:00 German Ifo Business Climate Index
12:00 European CPI YoY
SA40 –160 points atm
Eskom declared new power emergency last Friday, blackouts in residential urban areas (first time in five years apparently) on the cards.
Over the weekend, Koos Bekker announced he is stepping down as Naspers CEO to travel and explore new business opportunities, and will be replaced by Bob van Dijk.
New highs Sibanye, Reinet, Billiton, Mondi, Bats & new low for Tongaat, Massmart & Ellies.
1299
Shares / Re: Today's Outlook
« on: February 20, 2014, 08:20:04 am »
Asian markets spooked this morning 1:50am on Japan’s widest trade deficit in history and again 3:45am on Chinese manufacturing report:
Japan Exports prev 15.3%, exp 12.6%, actual 9.5%
Japan Imports prev 24.7%, exp 21.8%, actual 25.0%
Japan Trade balance prev -1.302B, exp -2.489B, actual -2.790B
Chinese PMI prev 49.5, exp 49.4, actual 48.3
Asia Dow -0.99%
Nikkei -1.99%
Hang Seng -1.11%
Sensex -0.42%
Singapore -0.06%
Shanghai +0.44%
Eco Calendar:
10:30 GER PMI
11:00 EU Manufacturing PMI
15:30 US Core CPI & Initial Jobless Claims
17:00 US Philadelphia Fed Manufacturing Index
17:00 EUR Consumer Confidence
In other US news, Facebook to buy WatsApp for $16 billion, US ended Dow -0.55%, Nas -0.81%, S&P -0.64%.
Back home 3rd straight record close yesterday; helped by Mondi after reporting they expect higher full-year earnings (as much as 48%), Curro up 6.31% @ 29.98, Mustek +5.45% @5.80.
Alsi 47 438 & T40 42 909.
Ashanti up 2.3% & AngloPlat up 0.6% on possible weaker currency benefit and falling was Ellies -4.56% @4.40.
New highs Mondi, Steinhoff, Reinet, Anglo, Billiton, Naspers, Glencore, new lows Shoprite, Massmart, Astral.
Déjà vu, anyone?
Duals
BARC:LN -2.10%
TENCHK -2.58%
SNHFY:US +2.05%
BHP:AY -0.10%
BBL:US -0.60%
TCEHY:US -0.27%
IGM T40 @ -246 atm
Japan Exports prev 15.3%, exp 12.6%, actual 9.5%
Japan Imports prev 24.7%, exp 21.8%, actual 25.0%
Japan Trade balance prev -1.302B, exp -2.489B, actual -2.790B
Chinese PMI prev 49.5, exp 49.4, actual 48.3
Asia Dow -0.99%
Nikkei -1.99%
Hang Seng -1.11%
Sensex -0.42%
Singapore -0.06%
Shanghai +0.44%
Eco Calendar:
10:30 GER PMI
11:00 EU Manufacturing PMI
15:30 US Core CPI & Initial Jobless Claims
17:00 US Philadelphia Fed Manufacturing Index
17:00 EUR Consumer Confidence
In other US news, Facebook to buy WatsApp for $16 billion, US ended Dow -0.55%, Nas -0.81%, S&P -0.64%.
Back home 3rd straight record close yesterday; helped by Mondi after reporting they expect higher full-year earnings (as much as 48%), Curro up 6.31% @ 29.98, Mustek +5.45% @5.80.
Alsi 47 438 & T40 42 909.
Ashanti up 2.3% & AngloPlat up 0.6% on possible weaker currency benefit and falling was Ellies -4.56% @4.40.
New highs Mondi, Steinhoff, Reinet, Anglo, Billiton, Naspers, Glencore, new lows Shoprite, Massmart, Astral.
Déjà vu, anyone?
Duals
BARC:LN -2.10%
TENCHK -2.58%
SNHFY:US +2.05%
BHP:AY -0.10%
BBL:US -0.60%
TCEHY:US -0.27%
IGM T40 @ -246 atm
1303
Shares / Re: Naspers (NPN)
« on: February 19, 2014, 11:51:06 am »
All time high as at 17/2/14 : 1275
Yesterday: 1292
Today’s high: 1304
Latest news courtesy Bloomberg today @10:33
Tencent Holdings Ltd. (700) bought a 20 percent stake in the owner of China’s Dianping.com, a Yelp-like website, as Asia’s largest Internet company boosts location-based services.
Huai River Investment Ltd., a wholly owned unit of Tencent, will buy new shares in Dianping Holdings Ltd., according to a Hong Kong exchange filing today. Tencent may invest as much as $500 million in Dianping, Sina.com reported Feb. 17 without saying where it got the information.
The acquisition will let Tencent tap into Dianping’s nearly 100 million monthly active users who access the website’s reviews and discounts for food and entertainment. Shenzhen, China-based Tencent is competing with Alibaba Group Holding Ltd. to offer location-based shopping and entertainment services in a market where more than 500 million users accessed the Internet from mobile phones last year.
Dianping.com is China’s largest website for location-based food and entertainment services similar to those of Yelp Inc. (YELP) and Groupon Inc. (GRPN)
The company, backed by Sequoia Capital Operations LLC and Lightspeed Venture Partners, was founded in 2003 in Shanghai and offers local business-search services that include consumer-generated reviews.
Yesterday: 1292
Today’s high: 1304
Latest news courtesy Bloomberg today @10:33
Tencent Holdings Ltd. (700) bought a 20 percent stake in the owner of China’s Dianping.com, a Yelp-like website, as Asia’s largest Internet company boosts location-based services.
Huai River Investment Ltd., a wholly owned unit of Tencent, will buy new shares in Dianping Holdings Ltd., according to a Hong Kong exchange filing today. Tencent may invest as much as $500 million in Dianping, Sina.com reported Feb. 17 without saying where it got the information.
The acquisition will let Tencent tap into Dianping’s nearly 100 million monthly active users who access the website’s reviews and discounts for food and entertainment. Shenzhen, China-based Tencent is competing with Alibaba Group Holding Ltd. to offer location-based shopping and entertainment services in a market where more than 500 million users accessed the Internet from mobile phones last year.
Dianping.com is China’s largest website for location-based food and entertainment services similar to those of Yelp Inc. (YELP) and Groupon Inc. (GRPN)
The company, backed by Sequoia Capital Operations LLC and Lightspeed Venture Partners, was founded in 2003 in Shanghai and offers local business-search services that include consumer-generated reviews.
1305
Shares / Re: Today's Outlook
« on: February 19, 2014, 09:02:10 am »
US ended Dow -0.15%, Nasdaq +0.68%, S&P +0.13%.
In Asia, Nikkei ended -0.51%
Earlier this morning AngloGold Ashanti swung to a net loss for 2013 ($2.23 billion, previous year profit $897million) on fall in gold price.
Eco Calendar
10:00 SA CPI (MoM) exp 0.60%, prev 0.30% Edit: Actual 0.7%
11:30 GB MPC Minutes
11:30 GB Unemployment Rate, prev & exp 7.1% Edit: Actual 7.2%
15:30 US Building permits & PPI
21:00 US FOMC Minutes
IGM T40 +75 pips atm
R weaker against $, Alsi @ 47 112 T40 @ 42 575
New highs Bil (35650), Nas (129281), Glencore (6340).
New low Shoprite (13996), Santam (16549)
Dual:
BHP:AU -0.39%
SNHFY:US +2.05%
TC:HK +0.51%
BARC:LN +2.05
In Asia, Nikkei ended -0.51%
Earlier this morning AngloGold Ashanti swung to a net loss for 2013 ($2.23 billion, previous year profit $897million) on fall in gold price.
Eco Calendar
10:00 SA CPI (MoM) exp 0.60%, prev 0.30% Edit: Actual 0.7%
11:30 GB MPC Minutes
11:30 GB Unemployment Rate, prev & exp 7.1% Edit: Actual 7.2%
15:30 US Building permits & PPI
21:00 US FOMC Minutes
IGM T40 +75 pips atm
R weaker against $, Alsi @ 47 112 T40 @ 42 575
New highs Bil (35650), Nas (129281), Glencore (6340).
New low Shoprite (13996), Santam (16549)
Dual:
BHP:AU -0.39%
SNHFY:US +2.05%
TC:HK +0.51%
BARC:LN +2.05