ONE
M i n u t e Brief
23 AUGUST 2021 ONE MINUTE BRIEF | 23 August 2021
Economic and Political News
South Africa (SA) on high alert amid threat of national protests.
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SA opens Covid-19 jabs to all adults.
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Alert level 3 of the lockdown will continue, says Health Minister Joe Phaahla. To Read More Click Here
Claims for unrest damage hit ZAR14bn, says SA Special Risk Insurance Association (Sasria) To Read More Click Here
National Energy Regulator of SA (Nersa) gets green light to approve new nuclear power procurement. To Read More Click Here
Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 23 August 2021
South Africa Market q US Market p
South African markets closed in the red on Friday, weighed down by losses in retail and US markets closed firmer on Friday, as concerns over the Federal Reserve’s (Fed) taper talks mining sector stocks. eased and helped by gains in technology sector stocks.
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JSE All Share (ZAR) JSE Top 40 (ZAR) JSE Africa Fin. (ZAR) S&P 500 (USD) Nasdaq Composite (USD) DJIA (USD) q 66,011.06 q 59,800.02 q 13,857.29 p 4,441.67 p 14,714.66 p 35,120.08
1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg -102.42 -0.15 -54.76 -0.09 -28.44 -0.20 35.87 0.81 172.87 1.19 225.96 0.65
WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. NA -4.29 NA -4.86 NA 7.37 NA 1.06 NA 0.29 NA 0.53
Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. 4.11 11.11 4.47 9.97 -1.50 14.90 2.27 18.25 1.16 14.17 1.25 14.75
JSE All Share S&P 500
Top Gainers Top Losers Top Gainers Top Losers
African Rainbow Capital Investments Ltd 6.7% -7.3% African Rainbow Minerals Ltd NVIDIA Corp 5.1% -2.7% Ross Stores Inc
Steinhoff International Holdings NV 3.4% -6.9% Impala Platinum Holdings Ltd ABIOMED Inc 4.4% -2.6% Organon & Co
Gold Fields Ltd 2.6% -6.5% Mr Price Group Ltd Lumen Technologies Inc 4.3% -2.1% Deere & Co
British American Tobacco Plc 2.5% -6.1% KAP Industrial Holdings Ltd Penn National Gaming Inc 4.0% -1.9% Lam Research Corp
Hammerson Plc 2.4% -5.8% Northam Platinum Ltd Mosaic Co 3.9% -1.8% Corning Inc
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UK Market p Asia Market p
UK markets finished higher on Friday, boosted by gains in consumer staple and financial Asian markets are trading higher this morning. The Nikkei 225 Index is trading 1.7% higher at sector stocks. 27,466.19.
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FTSE 100 (GBP) DAX 30 (EUR) CAC 40 (EUR) Nikkei 225* (JPY) Shanghai Composite* (CNY) Hang Seng* (HKD) p 7,087.90 p 15,808.04 p 6,626.11 p 27,466.19 p 3,461.73 p 25,296.08
1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 1 Day Chg 1 D % Chg 29.04 0.41 42.23 0.27 20.22 0.31 452.94 1.68 34.39 1.00 446.36 1.80
WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. WTD % Chg. MTD % Chg. NA 0.79 NA 1.70 NA 0.20 NA -0.99 NA 0.88 NA -4.28
Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. Prev. Month % Chg YTD % Chg. -0.07 9.71 0.09 15.23 1.61 19.36 -5.24 -1.57 -5.40 -1.32 -9.94 -8.75
FTSE 100 Nikkei 225
Top Gainers Top Losers Top Gainers Top Losers
JD Sports Fashion Plc 2.9% -1.5% Anglo American Plc Denso Corp 7.9% -1.4% Sumitomo Osaka Cement Co Ltd
Imperial Brands Plc 2.5% -1.4% Phoenix Group Holdings Plc Mitsui OSK Lines Ltd 5.0% -0.8% Taisei Corp
B&M European Value Retail SA 2.3% -1.2% Diageo Plc Kawasaki Kisen Kaisha Ltd 4.9% -0.8% Isuzu Motors Ltd
Intermediate Capital Group Plc 2.0% -1.0% Pershing Square Holdings Ltd Nissan Motor Co Ltd 4.1% -0.3% Fujikura Ltd
J Sainsbury Plc 1.9% -1.0% Rolls-Royce Holdings Plc Nippon Yusen KK 4.0% -0.3% Isetan Mitsukoshi Holdings Ltd
Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 23 August 2021
Currencies
USD USD/ZAR GBP GBP/ZAR EUR EUR/ZAR AUD A AUD/ZAR
R ZAR 15.2229 R ZAR 20.7750 R ZAR 17.8408 R ZAR 10.9005
p p p p
At 06:00 SAST, the US Dollar retreated 0.47% against the At 06:00 SAST, the British Pound is trading 0.21% weaker At 06:00 SAST, the Euro fell 0.30% against the South African At 06:00 SAST, the Australian Dollar is trading 0.16% lower South African Rand. against the South African Rand. Rand. against the South African Rand. The US Dollar rose against the South African Rand on Friday. The British Pound climbed against the South African Rand on The Euro strengthened against the South African Rand on The Australian Dollar gained against the South African Rand on Friday. Friday. Friday.
Commodities
p 1.84% p 0.44% p 1.63% Brent ($/barrel) Gold ($/oz) Platinum ($/oz) Copper ($/MT)* 66.38 1,788.80 1,010.40 9,044.00
At 06:00 SAST, Brent crude oil rose. At 06:00 SAST, gold prices edged higher. At 06:00 SAST, platinum prices gained. On Friday, copper prices have risen. On Friday, Brent crude oil dropped, amid ongoing concerns On Friday, gold prices slightly rose, amid worries over surging On Friday, platinum prices advanced. * As of previous close over global fuel demand. Additionally, Baker Hughes reported Covid-19 cases and its impact on the global economic recovery. that the US oil rig count rose by 8 to 405 last week.
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Major South African Corporate News
Blue Label Telecoms Limited Fortress REIT Limited KAP Industrial Holdings Limited Mr Price Group Limited
Expects FY21 EPS to be between Dividend per A share for 2H21 is FY21 revenues rose 11.0% to For the first 18 weeks from 4 April 94.27c and 94.83c, compared to expected to be between 72.16c and ZAR23.96bn compared to the same 2021 to 7 August 2021, retail sales 13.89c recorded in the previous year. 77.04c per share. period previous year. and other income increased 48.8% to ZAR8.60bn. To Read More Click Here To Read More Click Here To Read More Click Here To Read More Click Here
Major Global Economic News
Eurozone Asia UK
Germany’s producer price index (PPI) Australia’s Commonwealth Bank Retail sales unexpectedly dropped in climbed at its fastest pace in over 40 manufacturing PMI dropped in August. July. years in July. Australia’s Commonwealth Bank Public sector net borrowing surged in services PMI fell in August. July, recording its second highest reading since monthly records began in Japan’s Jibun Bank manufacturing PMI 1993. dropped in August.
Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 23 August 2021
Economic Calendar
Country SAST Economic Indicator Relevance Consensus/*Actuals Previous Frequency
Japan 02:30 Nikkei Japan Services PMI (Aug) (P) 43.50* 47.40 Monthly
Germany 08:00 Gross Domestic Product s.a. (QoQ) (Q2) (F) 1.50% -1.80% Quarterly
Germany 09:30 Markit Manufacturing PMI (Aug) (P) 65.00 65.90 Monthly
Germany 09:30 Markit Services PMI (Aug) (P) 61.00 61.80 Monthly
Eurozone 10:00 Markit Manufacturing PMI (Aug) (P) 62.20 62.80 Monthly
Eurozone 10:00 Markit Services PMI (Aug) (P) 59.80 59.80 Monthly
UK 10:30 Markit Manufacturing PMI (Aug) (P) 59.30 60.40 Monthly
US 14:30 Chicago Fed National Activity Index (Jul) - 0.09 Monthly
US 15:45 Markit Manufacturing PMI (Aug) (P) - 63.40 Monthly
US 15:45 Markit Services PMI (Aug) (P) - 59.90 Monthly
Eurozone 16:00 Consumer Confidence (Aug) (P) -5.00 -4.40 Monthly
US 16:00 Existing Home Sales (MoM) (Jul) - 1.40% Monthly
Note: High Medium Low
Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 23 August 2021
40 best performers on the All Share Index
Company Name Last Close 1Week % Change MTD % Change YTD % Change Company Name Last Close 1Week % Change MTD % Change YTD % Change
ArcelorMittal South Africa Ltd 651 -6.60 -2.69 551.00 Vukile Property Fund Ltd 1144 1.24 8.64 57.61
Grindrod Shipping Holdings Ltd 18591 13.36 27.07 256.01 Motus Holdings Ltd 8625 2.64 1.33 56.95
PPC Ltd 353 -5.11 -3.29 155.80 Dis-Chem Pharmacies Ltd 3200 2.93 2.43 53.86
MTN Group Ltd 13031 8.77 23.62 116.50 Transaction Capital Ltd 3751 3.05 4.19 51.49
Texton Property Fund Ltd 310 3.33 3.33 115.28 Stadio Holdings Ltd 294 -2.97 -2.00 50.77
Mpact Ltd 2900 -0.51 17.17 109.39 Sun International Ltd/South Africa 1866 1.41 3.38 50.73
Steinhoff International Holdings NV 213 3.40 32.30 104.81 Woolworths Holdings Ltd/South Africa 5941 3.05 6.45 50.25
Lewis Group Ltd 4053 3.13 5.27 102.34 Nampak Ltd 300 -1.96 7.14 50.00
Tsogo Sun Holdings Ltd 960 12.94 18.52 88.24 Blue Label Telecoms Ltd 577 16.57 26.81 49.48
Truworths International Ltd 6574 8.34 6.38 87.27 Foschini Group Ltd/The 15251 0.57 -1.57 49.07
Distell Group Holdings Ltd 16782 -2.04 -1.81 76.58 Aspen Pharmacare Holdings Ltd 18554 3.19 2.75 47.99
RMB Holdings Ltd 143 -0.69 -3.38 71.98 Reunert Ltd 5034 1.10 5.98 47.87
Imperial Logistics Ltd 6193 1.31 1.36 68.88 Sasol Ltd 19610 -9.84 -10.53 46.42
Invicta Holdings Ltd 2800 1.82 5.66 66.03 Life Healthcare Group Holdings Ltd 2429 1.12 3.10 44.41
Investec Ltd 5903 2.13 7.98 65.89 MAS Real Estate Inc 1826 0.33 2.87 43.22
Hudaco Industries Ltd 12650 -0.24 0.68 65.71 Royal Bafokeng Platinum Ltd 8814 -9.69 -23.95 41.88
Advtech Ltd 1551 -0.58 7.71 65.70 Liberty Holdings Ltd 8696 2.56 5.68 40.30
Pepkor Holdings Ltd 2250 2.27 7.35 65.08 Raubex Group Ltd 2985 0.17 4.74 40.08
Investec PLC 5926 0.56 4.98 61.86 Accelerate Property Fund Ltd 88 -2.22 27.54 39.68
City Lodge Hotels Ltd 404 3.06 1.00 61.60 JSE All Share Index 66011.0 -4.86 -4.29 11.11
Emira Property Fund Ltd 990 4.43 7.26 58.33
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