The Week Ahead

6 - 10 April 2015

A regular look at local and international economic data, major events, economic releases and company news expected in the week to come.

By Shaun Murison,  Market Analyst

 

Shares overview

Q1 Top decliners:

Instrument Name YTD Top Decliners
Aquarius Platinum -39.11%
Murray & Roberts -35.60%
Aveng  -35.40%
Kumba Iron Ore -34.97%
PPC -33.34%
Lonmin -33.11%
ArcelorMittal -28.51%
Impala Platinum -22.32%
Grindrod -22.32%
Tongaat -22.21%

 

Q1 Top gainers:

Instrument Name YTD Top Gainers
Capitec Bank Holdings 54.41%
EOH  46.60%
Rhodes Food Group Holdings Ltd 42.69%
Liberty Holdings Ltd 36.80%
Foschini Group Ltd 35.52%
PSG Group Ltd 29.47%
Steinhoff Holdings Ltd 28.00%
Northam Platinum Ltd 25.64%
Pioneer Foods Ltd 24.37%
Naspers Ltd 23.42%

 

INET BFA's weekly Broker Bonsensus on the top traded shares.

Click to view this week's broker consensus

 

 

DATE COMPANY EVENT AMOUNT
10-Apr Group Five Cum-Dividend R 0.30
10-Apr RCL Foods Cum-Dividend R 0.15
10-Apr Wilson Bayly Holmes Cum-Dividend R 1.10
10-Apr Bidvest Group Cum-Dividend

R 4.26

10-Apr Barclays Africa Group Cum-Dividend R 5.25
10-Apr Mpact Cum-Dividend R 0.66
10-Apr Exxaro Resources Cum-Dividend R 1.10
10-Apr Sanlam Cum-Dividend R 2.25
10-Apr Capitec Bank Holdings Cum-Dividend R 5.90
10-Apr Advtech Cum-Dividend R 0.15

Source:  Economic Calendar, as of 02/04/2015

 

Market overview

The week ahead

Following the public holidays on Friday and Monday, Tuesday will see our local market having its first chance to react to Friday’s jobs data out of the U.S. Last month’s upbeat report catalysed broad-based market weakness, although the most significantly declines were realised in the resource department as a strengthening dollar catalysed weaker commodity prices.

The new week will also see the start of the new earnings reporting season out of the U.S. while the local company calendar remains empty (in terms of results releases scheduled). 

Date Time Region Event Previous
06-Apr 16:00 US ISM Services 56.9
07-Apr 10:30 UK Services PMI 56.7
08-Apr 20:00 US FOMC meeting minutes -
09-Apr 08:00 SA Gold & foreign exchange reserves (gross) $ 47.19bn
09-Apr 08:00 SA Gold & foreign exchange reserves (net) $ 41.92bn
09-Apr 11:30 SA  Business confidence index 92.8
09-Apr 13:00 SA Manufacturing production index y/y -2.30%
09-Apr 13:00 UK Official bank rate 0.50%
10-Apr 03:30 CNY CPI y/y 1.40%
10-Apr 03:30 CNY PPI y/y 1.40%
10-Apr 03:30 UK Manufacturing production m/m -0.50%

Source:  Economic Calendar, as of 02/04/2015

 

Sector overview

Sector YTD
SA Technology IDX 25.85%
SA Forest & Paper IDX 21.55%
SA Consumer SVC IDX 17.44%
SA Gen Retailers IDX 14.18%
SA List Prop IDX 11.75%
SA Banks IDX 11.65%
SA Financials IDX 10.38%
SA Gold Mining IDX 7.13%
SA Mind Cap IDX 6.53%
SA Industrial 25 IDX 4.84%
JSE SA All SHR IDX 5.26%
SA Top 40 IDX 4.66%
SA Gen Industries IDX 4.60%
SA Food & Gurg Ret IDX 3.57%
SA Health Care IDX 2.95%

 

Sector YTD
SA Small Cap IDX 2.37%
SA Consumer GDS IDX 1.49%
Dividend + Index 1.19%
SA Basic Mat IDX 0.34%
SA Industrials IDX -0.17%
SA Gen Mining IDX -0.84%
SA Resources IDX -2.05%
SA Food Producer IDX -4.98%
SA Tekecom IDX -5.40%
SA Chemicals IDX -6.84%
SA Plat & Prec Met IDX -14.77%
SA Cons & Mats IDX -26.51%

 

Attend one of our free Trading strategy and Market update seminars, and with the help of our experts refine your trading strategy.

When and where

Date

Time

Location

Duration

15 April 18:30 Stellenbosch 1.5hrs
16 April 18:30

Cape Town

1.5hrs
20 May 18:30 Johannesburg 1.5hrs
21 May 18:30 Pretoria 1.5hrs
24 June 18:30 Durban 1.5hrs

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Broker consensus

Source: INET BFA, as of 02/04/2015

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