Wealth and Investment Management111 Morning Monocle Wednesday, 14 June 2017 [email protected] | www.absastockbrokers.co.za SENS Announcements (SA) South African Market Headlines Selected Releases Selected Headlines Brait SE: On Tuesday morning, BAT released its results for the year ended 31 March 2017. At the end of the period, the group’s net asset value per share stood at R78.15, 5.2% lower than the R82.45 reported at the end of December 2016. However, the last stated net asset value per share figure represents a decline of 42.6% compared to the R136.27 per share recorded a year ago. This sharp drop was partly attributed to a 20.5% strengthening of the rand against the pound. Furthermore, BAT has also decided to cut the carrying value of its investment in New Look by 80% to R7.1bn, down from the R34.87bn recorded in the previous corresponding period. As a result, New Look’s contribution to Brait’s net asset value per share slumped to 15%, down from 45% a year ago. Virgin Active now features as the group’s largest investment at R15.5bn, while the value of Premier and Iceland Foods increased marginally to R12.4bn and R7.4bn respectively. Lastly, the board has declared a cash dividend of 79.15 cents per share as well as a bonus share issue. Yesterday saw the JSE end only marginally higher, despite local markets getting off to a promising start. At the close, the All Share index had added 0.12% to settle at 51,625.10 index points, outperforming a 0.21% increase in the Top 40 index. The industrial index featured among the session’s top performers and was up 0.39%, boosted by a 0.7% rebound in Naspers and a 2.09% increase in Richemont. The gold mining index led the decliners, forfeiting 2.28%, while the resources index shed 0.41% following a slump in commodity prices. Lastly, Brait endured a choppy session after releasing its results, with the group ending 4.55% lower. Stor-Age Property: Yesterday also saw SSS release its results for the year ended 31 March 2017. Firstly, the board declared a final dividend of 45.01 cents per share. As a result, the total dividend for the year came in at 88.05 cents, up from the 4.5-month dividend of 30.07 cents reported a year ago. During the year, SSS’s rental income increased to R158.1m, while total occupancy grew by 37,700m2. Furthermore, the group managed to grow its like-for-like rental rate by 9.4% throughout the period. At the 31st of March 2017, the value of the group’s properties stood at R2.05bn, sharply higher than the R1.371bn recorded a year ago. However, it must be noted that this includes the effect of the Storage RSA acquisition, which contributed R477m to the valuation. As a result, SSS’s net asset value per share came in at R10.68, up from R9.90 previously, while its tangible net asset value per share increased by 9.7% to R10.21. South African Indices Index All Share Top 40 Resource 10 Industrial 25 Financial 15 Close Prev. 1D % 1W % 1M % 12M % YTD % 51625,1 45264,9 30290,0 70046,8 14503,1 51564,0 45168,7 30415,0 69774,2 14480,6 0,12 0,21 -0,41 0,39 0,16 -1,20 -1,36 -0,90 -1,94 0,03 -4,51 -4,57 -5,07 -4,79 -3,69 -1,69 -2,51 0,92 -2,62 -2,14 1,92 3,10 -5,67 8,97 -3,81 JSE All Share v S&P 500 | 52 Weeks 57000 2550 54000 2350 51000 2150 48000 14 Jun 1950 14 Aug 14 Oct 14 Dec 13 Feb JSE All Share (Left) South African Top 40 | Year-to-Date % Changes Company 15 Apr S&P 500 (Right) South African All Share | Best & Worst 1-Day Performers Close 1D % YTD % PE Best Performers Code Close 1D % 5D % 1M % YTD % 254276 33287 29013 33053 10560 0,70 0,26 -1,71 -0,06 2,09 26,25 19,43 18,35 18,05 16,38 95,43 15,08 25,84 14,97 33,08 0,20 2,44 1,69 2,46 2,26 17,27 10,93 9,93 9,65 8,10 Cons Infrastructure Balwin Properties The Pivotal Fund Alexander Forbes Trencor CIL BWN PIV AFH TRE 1551 693 285 689 3700 6,82 3,43 2,89 2,84 2,52 10,79 -1,28 0,35 9,37 7,71 -5,77 1,17 3,26 5,67 -1,96 -35,32 -7,23 -83,57 -13,33 29,82 Shoprite 19800 -1,26 15,48 20,70 2,40 7,26 Worst Performers Code Close 1D % 5D % 1M % YTD % British American Tob. Discovery Reinet Investments Vodacom Group Fortress Income (B) 88123 12907 2954 16651 3480 -0,29 -0,14 0,68 0,31 0,12 13,18 12,72 10,22 9,26 7,64 21,53 21,38 4,61 18,63 20,99 3,29 1,38 0,83 4,98 4,40 5,13 4,71 2,38 1,49 -0,02 Brait SE Tsogo Sun Holdings Anglogold Ashanti AVI Advtech BAT TSH ANG AVI ADH 6251 2250 14580 9401 1772 -4,55 -4,21 -3,75 -3,25 -2,74 -15,53 -3,43 -6,68 -5,01 -2,37 -28,15 -12,45 -4,92 -3,41 -2,85 -28,61 -18,48 -4,44 2,90 3,20 Goldfields 4620 -1,79 5,99 11,87 2,38 -1,55 Expected Company Reporting Schedule (SA) Sanlam 6658 -0,63 5,85 13,64 4,03 -1,68 Company Code Type Date 9484 9470 1690 16164 13140 0,84 0,58 0,30 -1,44 0,60 4,51 4,35 1,99 1,31 1,08 11,11 11,10 10,19 18,20 22,97 4,25 4,26 7,83 4,13 1,02 -2,93 -3,07 -5,26 -5,90 -6,11 Sirius Real Estate Invicta Naspers Omnia Hudaco SRE IVT NPN OMN HDC Final Final Final Final Interim 22 Jun 26 Jun 26 Jun 28 Jun 03 Jul Naspers Mondi Plc BidCorp Mondi Ltd Comp. Fin. Richemont Investec Plc Investec Ltd Fortress Income (A) Mr Price Group Mediclinic plc Sappi DY YTD ($) 8820 0,23 -1,95 10,70 1,69 -8,92 Dividend Data (SA) Aspen Pharmacare 27500 --- -3,03 24,75 0,90 -9,92 Company Code Last date to trade Dividend 20 Jun Growthpoint Prop Redefine Properties Anglogold Ashanti Standard Bank Group Old Mutual Tiger Brands Remgro Steinhoff Intl. Intu Properties Plc Sasol Anglo American MTN Group Firstrand Limited BHP Billiton Woolworths Holdings Nedbank Group RMB Holdings Bidvest Barclays Africa Group Impala Platinum Life Health Care Netcare Brait SE 2510 1078 14580 14330 3250 37513 20966 6670 4379 36557 17675 11386 4770 19523 6334 21154 5892 16047 14767 3688 2646 2465 6251 -0,48 0,75 -3,75 0,14 0,84 0,97 -0,03 1,52 1,65 -1,79 0,28 -0,91 0,23 0,10 -0,67 -0,75 -0,14 -0,32 -0,83 1,15 -0,64 -1,00 -4,55 -3,05 13,93 -3,66 10,40 -4,44 38,59 -5,57 10,09 -5,63 11,30 -5,71 17,58 -6,00 16,08 -6,43 15,43 -6,79 28,93 -8,36 11,34 -9,41 8,25 -9,76 -147,86 -10,29 11,22 -10,72 30,50 -10,81 14,33 -11,17 9,00 -11,27 10,41 -11,46 15,06 -12,46 8,35 -13,71 -32,93 -18,83 21,03 -22,58 18,35 -28,61 -2,00 7,54 8,27 0,89 5,44 3,09 2,88 2,24 2,73 5,53 3,80 0,00 6,15 4,97 3,71 4,94 5,67 5,19 2,86 6,98 0,00 4,80 3,85 2,18 -9,95 -10,52 -11,24 -12,29 -12,35 -12,41 -12,69 -13,08 -13,42 -14,87 -15,85 -16,18 -16,67 -17,07 -17,16 -17,48 -17,58 -17,76 -18,69 -19,85 -24,61 -28,09 -33,69 Delta Property Fund Hosken Cons. Invest. Mara Delta Property Mediclinic International Mr Price Reunert Schroder European Spar Transaction Capital Tradehold Tongaat Hulett Vukile Property Fund Vodacom DLT HCI MDP MEI MRP RLO SCD SPP TCP TDH TON VKE VOD Div @ 51.30 cps Div @ 170.00 cps Div @ 4.57 USDc Div @ 4.70 GBPp Div @ 438.80 cps Div @ 120.00 cps Div @ 1.20 EURc Div @ 240.00 cps Div @ 15.00 cps Div @ 10.00 cps Div @ 200.00 cps Div @ 89.10 cps Div @ 435.00 cps Preference Share Weekly Smart Company Analysis Weekly Property Report Weekly ETF Round Up Please refer to the last page for the full disclaimer Page 1 Wealth and Investment Management111 Selected US Equities | Alphabetical Company American Market Headlines Close 1D % 1W % 1M % 12M % YTD % Facebook Inc Amazon.com Philip Morris International Inc Apple Inc. Alphabet Inc McDonald's Corp Boeing Co Medtronic PLC Visa Incorporation 150,68 980,79 118,69 146,59 953,4 149,82 191,09 87,2 95,08 1,51 1,65 -0,40 0,80 1,11 0,91 0,57 -0,49 1,69 -1,39 -2,21 -2,71 -5,09 -2,37 -0,93 2,32 1,40 -0,74 0,23 2,02 6,25 -6,09 2,27 3,07 4,28 4,53 2,53 32,23 37,13 18,02 50,60 32,72 21,81 47,08 1,75 21,28 30,97 30,79 29,73 26,57 23,53 23,09 22,75 22,42 21,87 Wall Street performed well yesterday, buoyed by a recovery in technology shares as well as a strong performance from material and energy shares. As a result, both the S&P 500 and Dow Jones closed at new all-time highs, with investors also expecting the US Federal Reserve to increase interest rates later today. The NASDAQ led the region’s gains and was up 0.73%, while the Dow Jones added 0.44%. Lastly, the S&P 500 gained 0.45% to settle at 2,440.35 index points, supported by a 0.9% increase in the S&P technology sector, while the materials sector and energy sector added 1.3% and 0.7% respectively. Mastercard, Inc. 122,32 1,29 -2,33 4,43 29,87 18,47 Index Oracle Corporation Wal-Mart Stores Home Depot Inc Johnson & Johnson Microsoft Corp UnitedHealth Group Inc Amgen Inc. Pepsico Inc. Altria Group, Inc. Citigroup Inc. The Coca-Cola Co Bank of America Corp Merck & Co. Berkshire Hathaway Inc. Cisco Systems Inc Kraft Heinz Co Procter & Gamble Co Walt Disney Co JPMorgan Chase & Co. Pfizer Inc. Intel Corporation Wells Fargo & Comp United Parcel Service IBM Corp. Exxon Mobil Corp Chevron Corporation AT&T Inc. General Electric Verizon Communications Schlumberger Limited 44,98 79,52 153,99 132,02 70,65 181,05 164,43 116,32 74,95 64,69 45,03 23,77 63,27 171,47 31,7 91,59 88,06 106,56 87,27 32,58 35,88 54,45 109,85 154,25 82,96 108,13 38,68 28,45 46,46 69,35 0,29 0,35 1,19 0,15 1,25 1,00 -0,27 0,08 -0,60 0,58 -0,66 -0,04 -1,74 0,57 1,44 0,37 -0,20 -0,45 0,33 -0,37 0,42 0,67 0,84 -0,60 0,04 0,08 -1,00 -1,69 -1,55 0,06 -1,38 0,75 -0,14 0,91 -2,58 0,13 3,07 -1,17 -0,43 6,03 -2,07 6,93 -2,16 3,21 0,44 -1,74 -0,83 1,00 5,20 1,59 -0,69 5,10 2,25 1,23 2,15 3,80 -0,13 1,86 0,04 -0,89 -0,22 5,03 -1,87 6,78 3,32 5,38 2,63 3,02 6,09 5,93 3,30 -0,96 -0,47 4,99 -5,23 2,97 2,17 -2,85 0,40 -1,30 0,99 2,70 5,49 2,58 0,50 2,05 0,49 0,64 1,35 -2,35 16,47 12,75 20,46 13,04 40,91 31,11 7,41 12,87 15,59 49,88 -0,20 74,78 12,76 21,66 9,92 7,82 6,65 9,21 37,93 -6,22 11,53 13,51 5,99 1,96 -8,42 5,91 -3,76 -4,63 -11,62 -10,68 16,98 15,05 14,85 14,59 13,69 13,13 12,46 11,17 10,84 8,85 8,61 7,56 7,47 5,21 4,90 4,89 4,73 2,25 1,14 0,31 -1,08 -1,20 -4,18 -7,07 -8,09 -8,13 -9,05 -9,97 -12,96 -17,39 Selected Headlines American Indices Dow Jones S&P 500 Nasdaq Dollar Index US VIX 1M % 12M % YTD % 21328,5 21235,7 0,44 0,91 2,07 2440,4 2429,4 0,45 0,45 2,07 6220,4 6175,5 0,73 -0,87 1,62 97,0 97,2 -0,19 0,46 -2,21 10,4 11,5 -9,08 -0,29 0,19 US Watchlist | Best YTD % Performer Close Prev. 1D % 1W % 20,28 17,38 28,30 2,80 -50,31 7,92 9,00 15,55 -5,28 -25,78 160 150 140 130 120 110 100 14 Jun 14 Aug 14 Oct 14 Dec 13 Feb 15 Apr Facebook Inc US Watchlist | Worst YTD % Performer 90 85 80 75 70 65 14 Jun 14 Aug 14 Oct 14 Dec 13 Feb 15 Apr Schlumberger Limited European & Asian Markets European Market Headlines Asian Market Headlines European markets staged a recovery during the previous session, with Italian banking shares featuring among the region’s top performers. Overall, the Stoxx 600 index gained 0.55% to close at 388.75 index points, supported by a 0.59% increase in the German DAX and a 0.4% uptick in the French CAC 40. In contrast, the FTSE 100 shed 0.15% to close at just above the 7,500 index point level. Italian banking shares added 1.1%, helped along by renewed hopes of a rescue for struggling Veneto banks. Lastly, technology shares also provided a boost to the region, with a number of companies rebounding from Monday’s sharp declines. Asian markets were trading in a mixed fashion this morning, despite last night’s surge in US markets. Mainland markets led the region’s declines, with the Shanghai Composite losing 0.58% to trade at 3,135.32 index points, followed by a 0.28% drop in the Hang Seng. In contrast, the Australian ASX performed remarkably well, with the index surging 0.98% to trade at 5,858.50 index points – on track to end in positive territory for the fourth consecutive session. Lastly, the Japanese Nikkei was also trading marginally higher, gaining 0.2%, with the index set to erase yesterday’s 0.05% decline. European Indices Asian Indices Index FTSE DAX 30 CAC 40 Close Prev. 1D % 1W % 1M % 12M % YTD % 7500,4 12765,0 5261,7 7511,9 12690,4 5240,6 -0,15 0,59 0,40 -0,33 0,59 -0,14 0,87 -0,04 -2,66 24,08 32,18 24,48 5,01 11,18 8,21 Index Nikkei 225 Hang Seng Shanghai European Indices | FTSE 100 v DAX Close Prev. 1D % 1W % 1M % 12M % YTD % 19898,8 25852,1 3153,7 19908,6 25708,0 3139,9 -0,05 0,56 0,44 -0,41 -0,56 1,66 0,07 2,77 2,28 24,22 26,03 11,32 4,10 17,51 1,61 Asian Indices | Shanghai v Hang Seng 7800 13000 3400 27000 7600 12500 3300 26000 3200 25000 3100 24000 3000 23000 2900 22000 2800 21000 9000 2700 20000 8500 2600 14 Jun 7400 12000 7200 11500 7000 11000 6800 10500 6600 10000 6400 9500 6200 6000 5800 14 Jun 14 Aug 14 Oct 14 Dec FTSE 100 (Left) 13 Feb 15 Apr DAX (Right) 19000 14 Aug 14 Oct 14 Dec Shanghai Composite (Left) 13 Feb 15 Apr Hang Seng (Right) Please refer to the last page for the full disclaimer Page 2 Wealth and Investment Management111 Commodities & Currency Pairs Commodity Headlines Currency Headlines Tuesday saw oil prices recover some of its recent losses, helped along by a report from OPEC that detailed supply cuts from around the world. As a result, Brent crude added $0.43 to close at $48.72 per barrel. However, the industrial commodity offset most of those gains this morning, with Brent dropping $0.39, or 0.8%, to trade at $48.33 per barrel. This decline was partly attributed to data that showed a build in US crude stocks. In contrast, spot gold added 0.25% to trade at $1,269.73/oz this morning, with investors waiting for the outcome of the US Federal Reserve’s meeting to see whether it will increase interest rates or not. The rand was mostly unchanged on Tuesday, albeit slightly stronger, as investors waited on the sidelines ahead of the outcome of the US Federal Reserve's latest policy meeting later today. After a previous close of R12.79/$ on Monday, the rand performed well as the session progressed, with the local currency moving to trade at R12.781/$ at 17:00. Lastly, the rand continued to strengthen overnight to reach a high of R12.751/$ at 19:30, but then weakened slightly to trade at just above the R12.77/$ level this morning. Commodities Currency Pairs Commodity Last traded Gold ($) Platinum ($) Brent Crude ($) Silver Copper Palladium Corn 1269,37 930,96 48,28 16,90 5718,00 870,75 382,25 % Chg Close 1D % 1M % 12M % YTD % 0,24 0,81 0,13 0,47 0,00 0,52 0,33 1266,33 923,50 48,21 16,82 5718,00 866,25 381,00 0,04 -1,76 ---0,74 -0,95 -0,73 0,99 3,09 0,41 -5,15 2,28 2,84 7,83 2,70 -1,36 -6,24 -3,56 -3,52 25,46 58,47 -11,40 9,96 2,61 -15,20 5,70 3,30 26,90 8,24 Pair Last traded % Chg Close 1D % 1M % 12M % YTD % 12,76 1,12 110,06 16,27 14,32 9,63 1,27 0,01 0,05 -0,01 -0,02 0,04 0,08 -0,04 12,76 1,12 110,07 16,28 14,31 9,62 1,28 -0,41 0,05 0,13 0,26 -0,39 -0,49 0,69 -4,47 2,54 -2,89 -5,45 -2,03 -2,54 -1,04 -15,90 -0,71 3,64 -24,70 -16,49 -14,21 -10,46 -7,11 6,45 -5,96 -3,91 -1,01 -2,73 3,34 USDZAR EURUSD USDJPY GBPZAR EURZAR AUDZAR GBPUSD Commodities | Gold v Brent Crude Currencies | USDZAR v EURUSD 1400 58 1350 55 1300 52 1250 49 1200 46 1150 43 1100 14 Jun 40 14 Aug 14 Oct 14 Dec 13 Feb Gold Spot (Left) 16,00 1,18 15,50 1,16 15,00 1,14 14,50 1,12 14,00 1,10 13,50 1,08 13,00 1,06 12,50 1,04 12,00 14 Jun 15 Apr 1,02 14 Aug Brent Crude (Right) 14 Oct 14 Dec USDZAR (Left) 13 Feb 15 Apr EURUSD (Right) Expected International Economic Calendar Time Region Event / Release 10:30 11:00 11:00 13:00 14:30 14:30 16:30 20:00 20:30 GBP EUR EUR SA USD USD USD USD USD Unemployment Rate Employment Change QoQ Industrial Production MoM Retail Sales YoY CPI MoM Retail Sales MoM Crude Oil Inventories Federal Funds Rate FOMC Press Conference 2016 Expected Previous May Q1 2017 May Apr May May ---- 4.6% 0.3% 0.5% 0.5% 0.2% 0.1% -<1.25% -- 4.6% 0.3% -0.1% 0.8% 0.2% 0.4% 3.3M <1.00% -- 2014 2015 2016F 2017F 2018F 2019F Q1 Q2 Q3 Q4F Q1F Q2F Q3F Q4F 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 -1,20 -0,60 -1,70 1,20 -10,00 -8,10 -10,50 3,50 0,70 1,40 1,40 -6,80 22,80 -5,20 0,20 0,70 2,60 2,10 -1,00 -26,40 -4,90 0,80 0,80 -0,90 1,20 -2,80 9,00 5,10 0,80 1,30 0,50 2,80 1,30 4,90 3,80 1,10 0,70 1,10 -0,60 -0,70 8,40 1,10 1,20 1,00 1,70 4,80 3,90 -0,40 2,80 1,50 1,10 1,70 -0,20 1,70 1,90 2,60 1,40 1,40 1,40 1,90 -0,40 2,60 -0,50 1,30 1,30 1,70 0,20 2,50 4,10 5,30 0,40 0,40 0,80 1,60 -4,20 -1,30 -3,70 1,00 1,00 0,90 1,70 -0,30 1,80 1,60 1,50 1,50 1,50 2,00 2,30 1,40 2,20 1,90 1,90 1,80 2,00 3,20 1,90 2,80 Prices 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 CPI inflation (% y/y) Core CPI inflation (% y/y) PPI inflation (% y/y) 6,50 5,50 7,60 6,20 5,50 6,80 6,00 5,70 7,10 6,50 5,70 7,00 6,10 5,30 5,90 5,50 5,30 5,90 5,50 5,40 5,70 5,40 5,50 5,40 6,10 5,60 7,50 4,60 5,50 3,60 6,30 5,60 7,10 5,60 5,40 5,70 5,60 5,60 5,60 5,60 5,50 5,70 Local Macroeconomic Forecasts Output Real GDP (% q/q saar) Real GDP (% y/y) Private consumption (% q/q saar) Public consumption (% q/q saar) Investment (% q/q saar) Exports (% q/q saar) Imports (% q/q saar) 2017 Period External and government accounts 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 Current account (% of GDP) Consol. fiscal balance (% of GDP)* Consol. primary balance (% of GDP)* Government debt (% of GDP)* -5,30 0,00 0,00 0,00 -2,90 0,00 0,00 0,00 -4,10 0,00 0,00 0,00 -4,30 0,00 0,00 0,00 -4,40 0,00 0,00 0,00 -4,50 0,00 0,00 0,00 -4,50 0,00 0,00 0,00 -4,50 0,00 0,00 0,00 -5,40 -3,60 -0,40 46,60 -4,30 -3,70 -0,40 49,40 -4,20 -3,40 0,10 51,30 -4,50 -3,20 0,40 52,70 -4,40 -2,90 0,80 53,50 -4,50 -2,50 1,00 53,10 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 7,00 10,50 7,00 10,50 7,00 10,50 7,00 10,50 7,00 10,50 7,00 10,50 7,00 10,50 7,00 10,50 5,75 9,25 6,25 9,75 7,00 10,50 7,00 10,50 7,00 10,50 7,00 10,50 Interest rates (% end of period) Repurchase rate Prime rate Source : Barclays Emerging Market Research - June 2016, SARB, National Tresaury and Statistics SA Updated : 27/01/2017 Key : 1D% - 1-Day Percentage Change. 5D% - 5-Day Percentage Change. YTD% - Year-to-Date Percentage Change. GDP – Gross Domestic Product. CPI – Consumer Price Index. PPI – Producer Price Index. SAAR - Seasonally Adjusted Annual Rate. q/q – Quarter Over Quarter. y/y – Year Over Year. Please refer to the last page for the full disclaimer Page 3 Wealth and Investment Management111 Quick Global Summary Global Markets Global Indices | Normalised % Performances | 52 Weeks Close Day % Week % Month % 21328,47 2440,35 6220,369 97,002 10,42 3557,87 7500,44 12764,98 5261,74 19898,75 25852,1 3153,7429 5772,7661 0,44 0,45 0,73 -0,19 -9,08 0,39 -0,15 0,59 0,40 -0,05 0,56 0,44 1,67 0,91 0,45 -0,87 0,46 -0,29 0,10 -0,33 0,59 -0,14 -0,41 -0,56 1,66 1,86 2,07 2,07 1,62 -2,21 0,19 -2,31 0,87 -0,04 -2,66 0,07 2,77 2,28 -1,10 Close Day % Week % Month % All Share Top 40 Gold Platinum Banks Property Resource 10 Industrial 25 Financial 15 Alsi Mid Cap Small Cap 51625,1 45264,9 1324,12 18,51 63171,7 641,13 30290 70046,8 14503,1 45279 71938,2 59791,8 0,12 0,21 -2,28 0,22 -0,21 -0,03 -0,41 0,39 0,16 0,13 -0,45 0,06 -1,20 -1,36 -6,14 0,11 -3,16 1,42 -0,90 -1,94 0,03 -1,58 -1,11 -0,07 -4,51 -4,57 -7,12 -10,62 -6,19 0,10 -5,07 -4,79 -3,69 -5,20 -4,88 -3,73 Commodities Close Day % Week % Month % Brent Crude ($) Gold ($) Copper Platinum ($) 48,211 1266,33 5718 923,5 --0,04 -0,95 -1,76 -3,39 -2,14 1,80 -3,80 -5,15 3,09 2,84 0,41 Currency Pairs Close Day % Week % Month % 12,76315 16,27535 14,3101 1,12105 1,275145 -0,41 0,26 -0,39 0,05 0,69 -0,47 -1,69 -1,05 -0,59 -1,22 -4,47 -5,45 -2,03 2,54 -1,04 Dow Jones S&P 500 Nasdaq Dollar Index US VIX Eurostoxx 50 FTSE DAX 30 CAC 40 Nikkei 225 Hang Seng Shanghai ASX200 SA Markets USDZAR GBPZAR EURZAR EURUSD GBPUSD YTD % 12 Month % 7,92 9,00 15,55 -5,28 -25,78 8,12 5,01 11,18 8,21 4,10 17,51 1,61 1,89 20,28 17,38 28,30 2,80 -50,31 27,19 24,08 32,18 24,48 24,22 26,03 11,32 8,66 YTD % 12 Month % 1,92 3,10 -2,80 -6,09 2,14 1,46 -5,67 8,97 -3,81 2,20 -7,05 -2,96 -1,69 -2,51 -39,88 -22,71 7,15 -0,33 0,92 -2,62 -2,14 -2,54 -2,00 1,02 -15,20 9,96 3,30 2,61 -3,56 -1,36 25,46 -6,24 20 15 10 5 0 -5 -10 14 Jun 14 Aug All Share 14 Oct S&P 500 14 Dec 13 Feb FTSE 100 15 Apr Shanghai Composite Different Asset Types | Normalised % Performances | 52 Weeks 10 5 0 -5 -10 -15 YTD % 12 Month % -7,11 -3,91 -1,01 6,45 3,34 -15,90 -24,70 -16,49 -0,71 -10,46 -20 14 Jun 14 Aug 14 Oct All Share 14 Dec 13 Feb USDZAR 15 Apr Gold Spot JSE All Share | Best 1-Day Performer | 52 Weeks 2900 2700 Close Day % Month % 1551 693 285 689 3700 2388 8075 6,82 3,43 2,89 2,84 2,52 2,49 2,20 -5,77 1,17 3,26 5,67 -1,96 -1,61 -3,82 Worst Performers Close Day % Month % Brait SE Tsogo Sun Holdings Anglogold Ashanti AVI Advtech PPC Coronation Fund Managers 6251 2250 14580 9401 1772 554 6549 -4,55 -4,21 -3,75 -3,25 -2,74 -2,64 -2,54 -28,15 -12,45 -4,92 -3,41 -2,85 -9,18 2,65 -28,61 -18,48 -4,44 2,90 3,20 0,18 -7,09 -60,04 -14,12 -41,35 11,32 21,87 -42,89 -0,26 Company Code Close 1D % 52w H % from H Petmin PSG Konsult Reunert Vukile Clicks Vodacom Capitec Bank PET KST RLO VKE CLS VOD CPI 155 839 7635 1951 13550 16651 77769 0,00 -1,29 0,07 -0,61 -0,21 0,31 -0,30 155 850 7768 2000 13899 17186 81100 0,00 -1,29 -1,71 -2,45 -2,51 -3,11 -4,11 Company Code Close 1D % 52w L % from L Tsogo Sun Pioneer Food Lonmin Sun International Pick n Pay Stores ArcelorMittal SA Woolworths TSH PFG LON SUI PIK ACL WHL 2250 13611 1123 5925 5691 566 6334 -4,21 -1,76 -0,88 -1,23 0,19 -0,53 -0,67 2250 13542 1117 5866 5607 556 6219 0,00 0,51 0,54 1,01 1,50 1,80 1,85 Cons Infrastructure Balwin Properties The Pivotal Fund Alexander Forbes Trencor Rhodes Food Group African Rainbow Minerals 25 YTD % 12 Month % All Share Summary | Best & Worst 1-Day Percentage Performances Best Performers 30 YTD % 12 Month % -43,41 -29,00 9,20 -1,43 -3,52 6,13 -6,86 2500 YTD % 12 Month % 1700 -35,32 -7,23 -83,57 -13,33 29,82 -11,39 -18,02 2300 2100 1900 1500 1300 14 Jun 14 Aug 14 Oct 14 Dec 13 Feb 15 Apr Cons Infrastructure JSE All Share | Worst 1-Day Performer | 52 Weeks 18000 52 Week Highs & Lows 16000 14000 12000 10000 8000 6000 14 Jun 14 Aug 14 Oct 14 Dec 13 Feb 15 Apr Brait SE This research note is prepared for Absa Stockbrokers (Pty) Ltd and / or Absa Portfolio Managers (Pty) Ltd ("Absa ") by K2013143132(Pty) Ltd, t/a Thompson Green, a company registered in South Africa, registration number: 2013/143132/07 (“K2013143132”). Thompson Green is an independent company contracted to Absa. The views expressed in this note are those of Thompson Green and/or its analysts and are not necessarily the views of Absa or any officer or agent thereof. The information contained in this communication does not constitute an offer or the solicitation of an offer to enter into any transaction for the sale or purchase of any security, nor does it constitute any recommendation, guidance or proposal to enter into any transaction for the sale or purchase of any security. The information is provided for illustrative purposes only and is not guaranteed. Absa does not represent or warrant that the information contained in this report is true or accurate and no undertaking (express or implied) is given and no responsibility nor liability is accepted by any member of Absa, its employees and agents as to the accuracy of the information contained herein. Past performance is no indication of future performance. While every effort has been made to ensure the accuracy of the above information, Absa does not accept any liability or responsibility for any loss, damage or expense incurred in relying on the above information or in the use thereof, nor makes any representation as to the accuracy or completeness of the above information. All opinions, estimates and findings contained in this document may be changed after distribution by Thompson Green at any time without notice. This document has been prepared in accordance with local regulations which may differ from the requirements of US, UK and European regulations. In distributing this research to you, Absa does not hold this out to be impartial (objective) as it may have been prepared by persons who may be exposed to conflicts of interest. You should be aware that this document might have been originally disseminated by Thompson Green to its clients other than Absa. As such, employees and clients of Thompson Green and any persons connected with it may have had the opportunity to act upon the information contained in this document. The recipients of this document are urged to seek independent advice with regard to the securities and investments referred to in this document. Absa Stockbrokers (Pty) Ltd is a Member of the JSE Equity Market and a Registered Credit Provider Reg No. NCRCP68, Absa Portfolio Managers (Pty) Ltd, an Authorised Financial Services Provider with FSP No 552. Content for non-US residents only.
© Copyright 2026 Paperzz