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GTC One Minute Brief ONE M i n u t e Brief 30 AUGUST 2021 ONE MINUTE BRIEF | 30 August 2021 Economic and Political News President Cyril Ramaphosa to address parliament on South Africa’s (SA) economic recovery plan. To Read More Click Here African National Congress (ANC) resorts to crowdfunding to raise money to pay staff. To Read More Click Here National Prosecuting Authority (NPA) confirms that Jacob Zuma’s doctors have filed a report on his fitness to stand trial. To Read More Click Here SA vaccinations rise to record as eligibility widened. To Read More Click Here US ships 2.2mn doses of Pfizer-BioNTech Coronavirus vaccines to SA. To Read More Click Here Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 30 August 2021 South Africa Market p US Market p South African markets closed in the green on Friday, boosted by gains in precious metal, US markets closed firmer on Friday, following the Federal Reserve’s (Fed) dovish stance on resources and industrial metal sector stocks. bond tapering. To Read More Click Here S&P 500 futures To Read More Click Here JSE All Share (ZAR) JSE Top 40 (ZAR) JSE Africa Fin. (ZAR) S&P 500 (USD) Nasdaq Composite (USD) DJIA (USD) p 67,646.08 p 61,393.15 p 14,307.15 p 4,509.37 p 15,129.50 p 35,455.80 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 577.34 0.86 538.23 0.88 56.92 0.40 39.37 0.88 183.69 1.23 242.68 0.69 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 -1.92 NA -2.32 NA 10.86 NA 2.60 NA 3.11 NA 1.49 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 13.87 4.47 12.90 -1.50 18.63 2.27 20.06 1.16 17.39 1.25 15.84 JSE All Share S&P 500 Top Gainers Top Losers Top Gainers Top Losers Investec Property Fund Ltd 8.6% -2.8% Thungela Resources Ltd Occidental Petroleum Corp 6.9% -4.5% Moderna Inc Woolworths Holdings Ltd 6.2% -2.1% Truworths International Ltd Cabot Oil & Gas Corp 6.3% -2.8% Dollar Tree Inc African Rainbow Capital Investments Ltd 5.4% -2.1% Mr Price Group Ltd APA Corp 5.9% -2.5% AutoZone Inc Anglo American Platinum Ltd 5.3% -1.9% Discovery Ltd Freeport-McMoRan Inc 5.9% -2.4% Advance Auto Parts Inc Attacq Ltd 4.3% -1.7% Famous Brands Ltd Zions Bancorp NA 5.0% -1.8% Entergy Corp Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 30 August 2021 UK Market p Asia Market p UK markets finished higher on Friday, buoyed by gains in energy and mining sector stocks. Asian markets are trading higher this morning, after Fed chair Jerome Powell signalled that the US central bank will remain patient on bond tapering. The Nikkei 225 Index is trading FTSE 100 futures To Read More Click Here 0.4% higher at 27,738.48. *As at 6:00 SAST To Read More Click Here FTSE 100 (GBP) DAX 30 (EUR) CAC 40 (EUR) Nikkei 225* (JPY) Shanghai Composite* (CNY) Hang Seng* (HKD) p 7,148.01 p 15,851.75 p 6,681.92 p 27,738.48 p 3,534.22 p 25,477.95 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 23.03 0.32 58.13 0.37 15.89 0.24 97.34 0.35 12.07 0.34 70.06 0.28 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 1.65 NA 1.98 NA 1.05 NA 1.31 NA 3.67 NA -2.13 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 10.64 0.09 15.55 1.61 20.36 -5.24 0.72 -5.40 1.41 -9.94 -6.70 FTSE 100 Nikkei 225 Top Gainers Top Losers Top Gainers Top Losers Anglo American Plc 3.0% -7.5% Just Eat Takeaway.com NV Nippon Steel & Sumitomo Metal Corp 4.6% -1.8% M3 Inc Antofagasta Plc 2.4% -2.9% J Sainsbury Plc JFE Holdings Inc 4.3% -1.6% Fast Retailing Co Ltd Pershing Square Holdings Ltd 2.4% -1.4% Ocado Group Plc Toho Zinc Co Ltd 4.0% -1.4% Chugai Pharmaceutical Co Ltd Glencore Plc 2.3% -0.9% CRH Plc Dowa Holdings Co Ltd 3.8% -1.4% Dai-ichi Life Holdings Inc BHP Group Plc 2.2% -0.8% Royal Mail Plc Kobe Steel Ltd 3.8% -1.3% Daiichi Sankyo Co Ltd Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 30 August 2021 Currencies USD USD/ZAR GBP GBP/ZAR EUR EUR/ZAR AUD A AUD/ZAR R ZAR 14.7315 R ZAR 20.2840 R ZAR 17.3882 R ZAR 10.7547 q q q p At 06:00 SAST, the US Dollar advanced 0.06% against the At 06:00 SAST, the British Pound is trading 0.05% higher At 06:00 SAST, the Euro rose 0.12% against the South African At 06:00 SAST, the Australian Dollar is trading 0.15% lower South African Rand. against the South African Rand. Rand. against the South African Rand. The US Dollar fell against the South African Rand on Friday, The British Pound declined against the South African Rand on The Euro weakened against the South African Rand on Friday. The Australian Dollar dropped against the South African Rand following Fed’s dovish stance. Friday. on Friday. To Read More Click Here Commodities p 0.37% p 0.03% p 0.02% Brent ($/barrel) Gold ($/oz) Platinum ($/oz) Copper ($/MT)* 72.97 1,817.80 1,006.70 9,423.75 At 06:00 SAST, Brent crude oil rose. At 06:00 SAST, gold prices edged marginally higher. At 06:00 SAST, platinum prices slightly gained. On Friday, copper prices have risen. On Friday, Brent crude oil climbed, after the US energy firms On Friday, gold prices rose, after Fed Chairman Jerome Powell On Friday, platinum prices advanced. * As of previous close began shutting down oil production in the Gulf of Mexico failed to provide taper timeline. ahead of a major hurricane. Meanwhile, Baker Hughes reported that US oil rig count rose by 5 to 410 last week. To Read More Click Here To Read More Click Here Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 30 August 2021 Major South African Corporate News Discovery Limited Grindrod Limited Massmart Holdings Limited RCL Foods Limited Expects FY21 EPS to rise between 1H21 revenues rose 5.5% to 1H21 revenues rose to ZAR37.59bn Expects FY21 EPS to be at least ZAR4.79 and ZAR4.82, compared to ZAR1.92bn from the same period of from ZAR35.39bn posted in the same 90.00c, compared to a loss per share ZAR0.15 recorded in the previous the preceding year. period last year. of 103.00c in the previous year. year. To Read More Click Here To Read More Click Here To Read More Click Here To Read More Click Here Major Global Economic News US Asia The Michigan consumer sentiment Japan’s retail trade rebounded in June. index fell to its lowest level since December 2011 in August. Advance goods trade deficit narrowed in July. Fed Chairman Jerome Powell indicated that the central bank is likely to begin tapering before the end of the year, but rate hikes are not imminent. Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 30 August 2021 Economic Calendar Country SAST Economic Indicator Relevance Consensus Previous Frequency Spain 09:00 Consumer Price Index (YoY) (Aug) (P) - 2.90% Monthly Spain 09:00 Harmonised Index of Consumer Prices (MoM) (Aug) (P) - -1.20% Monthly Spain 09:00 Harmonised Index of Consumer Prices (YoY) (Aug) (P) 3.10% 2.90% Monthly Spain 09:00 Retail Sales (YoY) (Jul) - 1.40% Monthly Eurozone 11:00 Consumer Confidence (Aug) (F) -5.30 -4.40 Monthly Eurozone 11:00 Economic Sentiment Indicator (Aug) - 119.00 Monthly Eurozone 11:00 Services Sentiment Indicator (Aug) 19.90 19.30 Monthly Germany 14:00 Consumer Price Index (YoY) (Aug) (P) 3.90% 3.80% Monthly South Africa 14:00 Budget Balance (Jul) - ZAR63.10bn Monthly Canada 14:30 Current Account Balance (Q2) - CAD1.18bn Quarterly US 16:00 Pending Home Sales (MoM) (Jul) - -1.90% Monthly US 16:30 Dallas Fed Manufacturing Business Index (Aug) - 27.30 Monthly Note: High Medium Low Eco & Political News Equity Currencies & Commodities Corporate & Global Economic News Economic Calendar 40 Best Performers Disclaimer ONE MINUTE BRIEF | 30 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 684 5.07 2.24 584.00 Motus Holdings Ltd 8922 3.44 4.82 62.36 Grindrod Shipping Holdings Ltd 22647 21.82 54.80 333.68 Woolworths Holdings Ltd/South Africa 6379 7.37 14.30 61.33 PPC Ltd 357 1.13 -2.19 158.70 Emira Property Fund Ltd 998 0.81 8.13 59.61 Steinhoff International Holdings NV 238 11.74 47.83 128.85 Vukile Property Fund Ltd 1155 0.96 9.69 59.13 MTN Group Ltd 13038 0.05 23.69 116.61 Royal Bafokeng Platinum Ltd 9017 8.41 -17.55 53.81 Mpact Ltd 2948 1.66 19.11 112.85 Aspen Pharmacare Holdings Ltd 19232 3.65 6.51 53.40 Texton Property Fund Ltd 301 -2.90 0.33 109.03 Nampak Ltd 306 2.00 9.29 53.00 Lewis Group Ltd 4175 3.01 8.44 108.43 Transaction Capital Ltd 3750 -0.03 4.17 51.45 Tsogo Sun Holdings Ltd 979 1.98 20.86 91.96 Metair Investments Ltd 2724 8.83 12.94 50.28 Truworths International Ltd 6441 -2.02 4.22 83.48 Liberty Holdings Ltd 9200 5.80 11.80 48.43 Distell Group Holdings Ltd 17150 2.19 0.35 80.45
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