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South African Headlines
European Headlines
American Headlines
Asian Headlines
South African Indices
European Indices
American Indices
Asian Indices
Recommended Watchlist Exxon Mobil Corp. - XOM:US New York – Better-than-expected results
The Fear/Greed Index : What emotion is driving the markets
Please visit the bottom of the last page for the full disclaimer
Close 1D % 5D % YTD %
Close 1D % 5D % YTD %
ASX200 5849,21 0,14 -4,52 -3,56
Shanghai 2676,48 2,70 -5,13 -19,07
Close 1D % 5D % YTD %
Close 1D % 5D % YTD %
13,89
Hang Seng 26486,35 4,21 -2,36 -11,47
Nikkei 225 22243,66 2,56 -8,35 -2,29
CAC 40 5102,13 0,32 -6,69 -3,96
DAX 30 11518,99 0,44 -6,26 -10,83
FTSE 7094,12 -0,29 -5,09 -7,72
Nasdaq 7356,99 -1,04 -8,03 6,57
S&P 500 2723,06 -0,63 -6,85 1,85
Dow Jones 25270,83 -0,43 -5,61 2,23
Small Cap 53717,10 0,69 -1,60 -11,90
Financial 15 16566,50 3,10 2,07 -7,31
Industrial 25 66302,80 1,85 -2,57 -16,16
Resource 10 41335,70 -0,90 -5,89
70226,60 0,71 2,67 -12,48
Alsi 48170,00 1,49 -3,68 -9,41
-8,80
Top 40
All Share 54271,20 1,29 -2,17
Monday | 05 Nov 2018 07:30 (+27) 11 781 4454www.randswiss.com
Morning Note
Global Overview
YTD %Close 1D % 5D %
-8,7447943,70 1,45 -2,68
The JSE ended the week off on a high note, buoyed by some broad-based gains. The
uptick was partly due to improved sentiment following reports that US President Donald
Trump was confident that a trade deal with China could be reached. Overall, the All Share
added 1.29% to settle at 54,271.2 index points, while the Top 40 managed to gain 1.45%.
The banking index featured among the top performers after it rose 3.81%, supported by a
4.79% surge in FirstRand and a 3.75% increase in Absa. Industrials also ended in positive
territory, with Naspers gaining 2.99%, while general retailers received a boost from a
4.08% uptick in Shoprite.
European indices ended mostly higher on Friday, with the exception of the FTSE 100,
helped along by easing concerns over global trade. The Stoxx 600 added 0.28% during
the session to settle at 364.08 points, with the index trimming some of its gains as the
session progressed. The German DAX featured among the region’s top performers, up
0.44%, followed by a 0.32% increase in the French CAC 40 as it moved to close at just
above the 5,100 index point level. In contrast, the FTSE 100 shed 0.29%, with IAG, the
parent of British Airways, ending 0.61% lower.
Wall Street declined during the previous session, negatively affected by a slump in Apple
and amid some confusion over prospects of a solution to the trade war between China and
the US. The NASDAQ led the region’s losses after it shed 1.04%, dragged lower by a
6.63% slump in Apple after the group released its latest results on Thursday. Meanwhile,
the S&P 500 ended 0.63% lower, followed by a 0.43% decline in the Dow Jones. Despite
the losses, both the Dow and S&P 500 added 2.4% last week, while the NASDAQ rose
2.7%. Among specific shares, Starbucks surged 9.7% and Kraft Heinz shed 9.73% after
both groups issued their results.
This morning saw Asian markets get off to a poor start, impacted by uncertainty regarding
a possible trade deal between China and the US. Mainland indices led the losses, with the
Hang Seng slumping 2.38% to 25,855.40 index points. Meanwhile, the Japanese Nikkei
shed 1.32%, partly offsetting Friday’s 2.56% surge and on track to end lower for the
second time in three sessions. The Shanghai Composite had fallen 1% by the break to
2,649.84 index points, followed by a 0.33% decline in the Australian ASX with both indices
set to end their recent run of gains.
Mid Cap
Friday saw Exxon Mobil add 1.59% following the release of better-than-expected quarterly
results, buoyed by higher oil prices and an increase in oil output from the US Permian
Basin. During the period, revenues increased to $76.61bn, easily topping forecasts of
$73.55bn. Overall, the world’s largest publicly traded oil and gas company reported a 57%
surge in profits to $6.24bn. On a per share basis, adjusted earnings stood at $1.46, much
higher than analysts’ forecasts of $1.23. This strong performance was partly due to its
refining business, but downtime at international refineries continued to drag on earnings.
Lastly, cash flow from operations came in at $11.1bn, its best reading in four years.
Page 1
Ab Inbev 109246 -1,10 1,53 -20,22
Aspen 16716 1,42 17,65 -39,76
Bidcorp 28369 -0,81 7,83 -5,75
Bidvest 18712 3,10 4,54 -14,20
Mediclinic 7642 4,71 16,87 -28,16
Mondi 34365 -0,39 3,13 7,64
Naspers 289897 2,99 13,29 -16,00
The Foschini Group 16850 2,01 8,47 -14,61
Neutral
Sasol 47847 -1,04 0,73 11,75
Shoprite 18813 4,08 2,89 -14,95
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Shanghai Composite
49
0 25 50 75 100Extreme Fear Fear Neutral Greed Extreme Greed
Create an Account
Free Demo11
31
0 5 10 15 20 25 30 35
Down
Up
Yesterday's Top 40 Stock Movement
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Chart of the day
Exxon Mobil Corp. 20D SMA
Expected Economic Calendar Local SENS Announcements
Selected Releases
Dividend Data
Expected Corporate Reporting Schedule
Best One-Day Performers Worst One-Day Performers
Commodity Headlines Currency Headlines
Prev.Period Exp.Time Area Event / Release
9:15 SA Standard Bank PMI Oct 50.2 48
11:30 SA SACCI Business Confidence Oct 92.5 93.3
3:45 CNY Caixin Services PMI Oct 52.9 53.1
10:00 EUR Spanish Unemployment Change Oct -- 20.4K
11:30 EUR Sentix Investor Confidence Oct 9.9 11.4
11:30 GBP Services PMI Oct 53.4 53.9
15:10 CAD BOC Gov Poloz Speaks -- -- --
ACT Div @ 16.00 cpsAfrocentric
Code DividendCompany
06 NovLast date to trade
16:45 USD Final Services PMI Oct 54.7 54.7
17:00 USD ISM Non-Manufacturing PMI Oct 59.3 61.6
Atlantic Leaf Properties ALP Div @ 4.65 GBPp
Cargo Carriers CRG Div @ 7.30 cps
Octodec Investments OCT Div @ 101.70 cps
PSG Group PSG Div @ 152.00 cps
DateTypeCodeCompany
Richemont CFR Interim 09 Nov
Telkom TKG Interim 09 Nov
Final 05 NovRDFRedefine Properties
Indluplace Properties ILU Final 08 Nov
Rebosis Property REB Final 08 Nov
JSE All Share Winners & Losers
Close YTD % 1D %CodeCompany 1D % YTD % Close Code Company
149 PAN Pan African Resources
CGR Calgro M3 Holdings
-2,20 -10,77 7986 SAP Sappi
3748 S32 South32
-2,77 -20,88 21195 ARL Astral Foods
-2,32 10,24
62600
Brimstone Inv Corp BRN 960 -14,67 6,67
2272 -6,89 7,07MPTMpact
Accelerate Prop Fund APF 446 -13,40 6,19
Royal Bafokeng Platinum RBP 2775 -0,89 5,92
Tsogo Sun Holdings TSH 2177 -10,63 5,68
RMB Holdings RMH 7907 -0,13 5,57
AfroCentric Investments ACT 520 -18,75 5,05
Firstrand FSR 6851 1,87 4,79
Mediclinic International Plc MEI 7642 -28,16 4,71
Nampak NPK 1548 -4,56 4,38
Old Mutual Limited OMU 2373 --- 4,12
Shoprite Holdings SHP 18813 -14,95 4,08
Absa Group ABG 15874 -12,78 3,75
Arrowhead Properties AWA 561 -14,35 3,70
Rebosis Property Fund REB 650 -34,21 3,67
African Rainbow Minerals ARI 13467 0,32 3,64
Standard Bank Group SBK 17347 -11,34 3,63
Clover Industries CLR 1742 32,98 3,51
Impala Platinum Holdings IMP 2845 -12,30 3,45
24385 RNI Reinet Investments
6053 GLN Glencore Plc
-1,77 -11,00
-1,81 -39,36
-1,97 -37,92
-2,06 -5,95
8313 PFG Pioneer Foods Group
BTI British American Tob.
-3,07 -58,93 727 ASC Ascendis Health
-2,87 -24,53
Balwin Properties
-4,00 -33,33
766 CRP Capital & Regional
-3,90 -50,37 3347 EOH EOH Holdings
-3,40 -23,40
KAP Industrial Holdings
Commodities & Currencies
Oil prices ended slightly lower on Friday, negatively affected by reports that the US will
temporarily spare eight jurisdictions from Iran-related sanctions. As a result, the waivers
could allow top buyers to carry on importing Iranian oil after penalties come back into
effect today. In response, Brent crude lost $0.06 to $72.83 per barrel. This morning saw
the industrial commodity extend its recent declines, down 0.47% at $72.49 per barrel.
Lastly, spot gold was also lower this morning after it lost 0.06% to $1,232.13/oz, while iron
ore shed 0.1% to $72.92 per tonne.
The rand firmed against most major global currencies on Friday, despite the release of
better-than-expected US jobs data. During October, the US economy added a massive
250,000 jobs, sharply higher than expectations of 190,000. In addition, the 12-month rate
of hourly wage gains increased by 30 basis points to 3.1%, a nine-year high. After trading
at R14.45/$ at 5:30, the local currency moved to a high of R14.24/$ at 16:30. Finally, after
erasing some of its gains to trade at R14.40/$ at 18:45, the rand was last at just above the
R14.34/$ level this morning.
-6,14 16,62 2646 HAR Harmony
-5,28 -35,88 9498 NT1 Net 1 UEPS Technologies
1200 TDH Tradehold
-4,29 -34,31 335 BWN
YTD %% Chg Close 1D % 5D %Last tradedCommodity Pair Last traded % Chg Close 1D % 5D % YTD %
-8,03 -48,44 825
Disclaimer: This note is prepared for Rand Swiss by K2013143132 (Pty) Ltd trading as Thompson Green. Thompson Green is an independent company contracted to Rand Swiss. The views expressed in this note are those of Thompson Green and/or its
analysts and not necessarily the views of Rand Swiss, Rand Swiss or any officer or agent thereof. K2013143132 (Pty) Ltd trading as Thompson Green is a research house and not a registered broker, financial advisor or financial service provider. Our editors
and customer services teams also do not give personal investment advice. The information in this document is general advice only and may not be appropriate to your particular investment objectives, financial situation or particular needs, so before investing
or if in any doubt about your personal situation, you should seek professional advice from a stockbroker or independent financial adviser authorised by the Financial Services Board. We research our recommendations and articles thoroughly, but disclaim all
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Platinum ($) 870,45 0,40 867,00 1,23 4,46 -6,62
-5,38-0,03 1232,53 -0,07 -0,071232,13Gold ($) USDZAR 14,3446 0,36 14,2937 -0,77 -2,12 15,42
Brent Crude ($) 72,35 -0,28 72,55 -0,26 -6,56 8,92
EURUSD 1,1391 0,03 1,1388 -0,18 -0,13 -5,16
USDJPY 113,2520 0,04 113,2025 0,45 1,17 0,46
African Rainbow Capital Investments: On Friday, AIL released a SENS announcement
regarding the regulatory approval secured to acquire TymeDigital. Further to the
announcement released on SENS on the 8th of August 2018, African Rainbow Capital
Investments announced that its controlling shareholder, African Rainbow Capital (ARC),
has obtained approval from the Prudential Authority of the South African Reserve Bank to
acquire 90% of TymeDigital. TymeDigital is a registered South African bank with a strong
fintech focus. It was previously majority owned by the Commonwealth Bank of Australia
(CBA), a leading banking group in its core markets of Australia and New Zealand. As it
stands, all necessary regulatory approvals for the acquisition have been obtained,
including approval from the Competition Commission and the acquisition is therefore
unconditional. Lastly, TymeDigital will change its name to TymeBank when it officially
launches to the South African public.
-6,38 -25,42 440 NVS Novus Holdings
-4,84 -3,65 766 KAP
-1,63 8,21 2110 STP Stenprop
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Gold Spot ($)
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