StrategySouth Africa Index

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South Africa Index

basketnameweekchmonthchytdchyearch
South Africa Index5.3911.8957.84

Select Equity Indexes Yields

nameweekchmonthchytdchyearch
Russian Trading System Cash Index1.414.9422.563.41
S&P 500 Index0.421.942.33-0.62
Hong Kong Hang Seng Index0.623.80-2.17-13.70
Ibovespa Brasil Sao Paulo Stock Exchange Index2.334.8123.723.97
S&P BSE SENSEX Index0.882.34-0.94-11.74

Best Stocks 1m in USD %ch
NameChngePctCountry
Kumba Iron Ore Ltd (KIO:SJ)58.19
Assore Ltd (ASR:SJ)45.10
Anglo American PLC (AGL:SJ)33.02
African Rainbow Minerals Ltd (ARI:SJ)31.08
Exxaro Resources Ltd (EXX:SJ)26.01
Impala Platinum Holdings Ltd (IMP:SJ)23.62
SPAR Group Ltd/The (SPP:SJ)16.06
PPC Ltd (PPC:SJ)15.48
Truworths International Ltd (TRU:SJ)15.37
Sanlam Ltd (SLM:SJ)14.16

Worst Stocks 1m in USD %
NameChngePctCountry
Harmony Gold Mining Co Ltd (HAR:SJ)-14.75
Sappi Ltd (SAP:SJ)-8.53
(NPN:SJ)-2.87
Shoprite Holdings Ltd (SHP:SJ)0.82
MMI Holdings Ltd/South Africa (MMI:SJ)2.75
Bidvest Group Ltd/The (BVT:SJ)3.68
Massmart Holdings Ltd (MSM:SJ)3.71
Sasol Ltd (SOL:SJ)3.73
Woolworths Holdings Ltd/South Africa (WHL:SJ)4.24
Imperial Holdings Ltd (IPL:SJ)5.11

Best Stocks YTD in USD %
NameChngePctCountry
Kumba Iron Ore Ltd (KIO:SJ)275.57
Assore Ltd (ASR:SJ)244.21
Harmony Gold Mining Co Ltd (HAR:SJ)197.41
African Rainbow Minerals Ltd (ARI:SJ)180.47
Anglo American PLC (AGL:SJ)150.80
Anglo American Platinum Ltd (AMS:SJ)146.49
Impala Platinum Holdings Ltd (IMP:SJ)138.68
Exxaro Resources Ltd (EXX:SJ)131.84
AngloGold Ashanti Ltd (ANG:SJ)105.88
Northam Platinum Ltd (NHM:SJ)92.65

Worst Stocks YTD in USD %
NameChngePctCountry
Woolworths Holdings Ltd/South Africa (WHL:SJ)0.15
(NPN:SJ)4.29
PPC Ltd (PPC:SJ)4.29
Sappi Ltd (SAP:SJ)4.33
Nampak Ltd (NPK:SJ)9.50
Mediclinic International Ltd (MDC:SJ)10.12
Discovery Ltd (DSY:SJ)10.58
Nedbank Group Ltd (NED:SJ)12.94
Investec Ltd (INL:SJ)13.70
Pick n Pay Stores Ltd (PIK:SJ)17.10

South Africa Index Stock News


African Rainbow Minerals Ltd

  • Motsepe launches African Rainbow Capital
  • The coy mistress of Comrade Yuan

    Barclays Africa Group Ltd

  • Carlyle teams up with Bob Diamond to prepare Barclays Africa bid
  • South Africa Group Said to Seek 10% Stake in Barclays Africa

    SPAR Group Ltd/The

  • Spar Group of South Africa Falls on Grocer Acquisition Costs
  • Spar Agrees to Buy Majority of Swiss Company to Boost Growth

    Investec Ltd

  • Sierra Rutile Ltd (SRX) Given Buy Rating at Investec
  • Central Asia Metals Ltd (CAML) Given "Sell" Rating at Investec

    Gold Fields Ltd

  • Scotiabank Comments on Gold Fields Limited's FY2016 Earnings ...
  • Two Movers within Analysts Observation: Encana Corporation ...

    Shoprite Holdings Ltd

  • Community calendar from April 20
  • Community calendar from April 19

    Discovery Ltd

  • Predictive Discovery Ltd and partner intersect visible gold near ...
  • Predictive Discovery Ltd and Toro Gold make gains in Cote D'Ivoire

    MMI Holdings Ltd/South Africa

  • PwC Concludes South African Insurers Seeking Technology ...
  • MMI merger settles, seeking opportunities in India

    Bidvest Group Ltd/The

  • Bidvest to List Food Services on JSE in Group Split
  • Bidvest Revives Plan to Sell Shares in Food Services Unit

    Northam Platinum Ltd

  • Northam posts annual loss on BEE deal, lower prices
  • Northam Platinum Agrees $39 Million Purchase of Aquarius Mine


    Pick n Pay Stores Ltd

  • Pick n Pay seeking sweet spot twixt margin and mass appeal
  • Pick n Pay Gains to Record as Earnings Seen Beating Estimates

    Netcare Ltd

  • Jessica Spira: Catapulting MediClinic into FTSE 100 - the deals ...
  • B-BBEE - Who's going beyond compliance?

    Sasol Ltd

  • Lucrative Stocks in today's market:Sasol Ltd., (NYSE:SSL)
  • Key Stocks of the Day: Sasol Ltd. (NYSE:SSL)

    Redefine Properties Ltd

  • Finance Watch
  • The Morning Ledger: CFOs Set the Bar Low for First-Quarter Earnings

    Foschini Group Ltd/The

  • The Foschini Group Buys U.K. Chain Whistles to Boost Expansion
  • Foschini Group Profit Rises on Cash Purchases Growth, New Stores

    Impala Platinum Holdings Ltd

  • Were Analysts Bearish Impala Platinum Holdings Limited (ADR ...
  • Impala Platinum Declines After Black Shareholder Sells Stake

    Mr Price Group Ltd

  • The dark past of Glenside's Z Ward
  • Watch: Mario de Marco says he did not know Pierre Sladden prior to ...

    Woolworths Holdings Ltd/South Africa

  • Woolworths Profit Rises Up to 35% as Food Sales Increase
  • Woolworths Holdings Takes on Zara, H&M With David Jones Bid

    Nedbank Group Ltd

  • Carlyle teams up with Bob Diamond to prepare Barclays Africa bid
  • Is R300 000 in fees over 5 years fair for an R1.9m investment?

    Mediclinic International Ltd

  • Jessica Spira: Catapulting MediClinic into FTSE 100 - the deals ...
  • Mediclinic International and Gulf group Al Noor agree on tie-up

    Standard Bank Group Ltd

  • Standard Bank secures jumbo facility
  • Standard Bank Group secures $95m facility upsizing for Helios ...

    Truworths International Ltd

  • BRIEF-Truworths says holders of 64.39 pct shares opt for cash ...
  • BRIEF-Truworths International says CEO Garbino has resigned

    Remgro Ltd

  • Peter Mageza
  • Jessica Spira: Catapulting MediClinic into FTSE 100 - the deals ...

    Growthpoint Properties Ltd

  • Is Growthpoint Properties Australia Ltd a Buy? The Stock Rises Again
  • Could Growthpoint Properties Australia Ltd Crash Even More? The ...

    FirstRand Ltd

  • Carlyle teams up with Bob Diamond to prepare Barclays Africa bid
  • Greece's Secret Debt Evoked in Mozambique $1 Billion Hole

    Harmony Gold Mining Co Ltd

  • Next Weeks Broker Price Targets For Harmony Gold Mining ...
  • Stock Under Analyst's Radar: Harmony Gold Mining Company ...

    RMB Holdings Ltd

  • Kenon's Major Shareholder Has Agreed to Provide Loans to Qoros
  • National Silicon Industry Group will commence the Voluntary Public ...

    Steinhoff International Holdings Ltd

  • Steinhoff International Holdings NV : Proposed Market Purchases ...
  • UPDATE 1-UK Stocks-Factors to watch on April 21

    Anglo American Platinum Ltd

  • New Analyst Ratings On Anglo American Platinum Limited (AGPPY)
  • Anglo American Platinum Limited (AGPPY) Updated Broker Price ...

    Nampak Ltd

  • South Africa's Nampak Battles Dollar Scarcity in Angola, Nigeria
  • Manufacture of Metal Containers in South Africa 2016

    Liberty Holdings Ltd

  • Moody's places ratings of AqGen Liberty Holdings on review for ...
  • REAL ESTATE DEEDS

    Rand Merchant Investment Holdings Ltd

  • Greece's Secret Debt Evoked in Mozambique $1 Billion Hole
  • Mozambique's Key Rate at Four-Year High as Inflation Surges

    Life Healthcare Group Holdings Ltd

  • California Public Employees Retirement System Has $3824000 ...
  • In China, Firms Face Competition as Tech Businesses Target Health ...

    Sanlam Ltd

  • Next Weeks Broker Price Targets For Petra Diamonds Ltd (PDMDF)
  • Motsepe launches African Rainbow Capital

    AngloGold Ashanti Ltd

  • Wells Fargo & Company MN Sells 67420 Shares of AngloGold ...
  • AngloGold Ashanti Limited (AU) Stock Rating Lowered by Zacks ...

    Reunert Ltd

  • The case for Reunert
  • Cash-flush Reunert

    Assore Ltd

  • Sara Gon: Cyril Ramaphosa – friend or foe?
  • Assore pays final dividend despite tough year

    MTN Group Ltd

  • Broker Roundup For MTN Group Ltd (MTNOY)
  • Upgrades And Downgrades For MTN Group Ltd (MTNOY)

    Imperial Holdings Ltd

  • Fed Meeting, U.S. GDP, Primaries, Brazil: Week Ahead April 25-30
  • A Checkup on the 2016 M&A Marketplace

    Tiger Brands Ltd

  • Heidrick Lands CEO for Tiger Brands
  • What sells for FMCG

    Aspen Pharmacare Holdings Ltd

  • Babalwa Ngonyama
  • Middle East and North Africa (MENA) Healthcare Cloud Computing ...

    PPC Ltd

  • India Cements introduces Raasi Concrete DFO
  • PPC Ltd and JP 21 Project begin rollout

    Sappi Ltd

  • Sappi Limited (SPPJY) Upgraded to Hold at Zacks Investment ...
  • Sappi Limited (SPPJY) Rating Increased to Hold at Zacks ...

    Vodacom Group Ltd

  • PIC selloff 'to fix BEE rating' at Vodacom
  • Congo President's Twin Has Indirect Stake in Vodacom Unit

    Massmart Holdings Ltd

  • Starbucks Opens First Store in South Africa
  • AB InBev Pledges South African Fund to Smooth SABMiller Deal

    Barloworld Ltd

  • Barloworld Limited (BRRAY) Rating Lowered to Hold at Zacks ...
  • Zacks: Barloworld Limited (NASDAQ:BRRAY) Given Average Rating ...

    Exxaro Resources Ltd

  • Exxaro Starts Process to Cut Up to 565 Jobs, Documents Show
  • Exxaro plans restructuring which could result in redundancies

    Kumba Iron Ore Ltd

  • Zacks Investment Research Upgrades Kumba Iron Ore Ltd (KIROY ...
  • Kumba Iron Ore total production decreases to 8.9 Mt

    Anglo American PLC

  • Are 60%+ Gains Sustainable For Anglo American Plc, Vedanta ...
  • Anglo American Plc has more than doubled in value in 2016





    • South Africa Index


    By: Research Team

    Comment



    Best last week among stocks was Kumba Iron Ore Ltd (KIO:SJ) +29.81%, Impala Platinum Holdings Ltd (IMP:SJ) +23.80%, Assore Ltd (ASR:SJ) +21.15%,

    While worst last week among stocks was Massmart Holdings Ltd (MSM:SJ) -10.25%, Harmony Gold Mining Co Ltd (HAR:SJ) -7.29%, (NPN:SJ) -6.08%,

    Best last month among stocks was Kumba Iron Ore Ltd (KIO:SJ) +58.19%, Assore Ltd (ASR:SJ) +45.10%, Anglo American PLC (AGL:SJ) +33.02%,

    While worst last month among stocks was Harmony Gold Mining Co Ltd (HAR:SJ) -14.75%, Sappi Ltd (SAP:SJ) -8.53%, (NPN:SJ) -2.87%,

    Best YTD among stocks was Kumba Iron Ore Ltd (KIO:SJ) +275.57%, Assore Ltd (ASR:SJ) +244.21%, Harmony Gold Mining Co Ltd (HAR:SJ) +197.41%,

    While worst YTD among stocks was Woolworths Holdings Ltd/South Africa (WHL:SJ) 0.15%, (NPN:SJ) 4.29%, PPC Ltd (PPC:SJ) 4.29%,


    This index is the standard symmetrical index of investible South_Africa stocks

    Country Composition

    countryWeight %
    100.00

    Sector Composition

    IndustryWeight %
    Precious Metal Mining12.00
    Banks12.00
    Food & Drug Stores8.00
    Steel Raw Material Suppliers8.00
    Health Care Facilities6.00
    Life Insurance6.00
    Specialty Apparel Stores6.00
    Packaged Food4.00
    REIT4.00
    Telecom Carriers4.00
    P&C Insurance2.00
    Containers & Packaging2.00
    Home Products Stores2.00
    Integrated Oils2.00
    Entertainment Content2.00
    Managed Care2.00
    Food Products Wholesalers2.00
    Office Electronics2.00
    Automotive Retailers2.00
    Generic Pharma2.00
    Cement & Aggregates2.00
    Paper2.00
    Mass Merchants2.00
    Industrial Distribution & Rental2.00
    Coal Operations2.00

    Key Basket Multiples

    StocksTotal MCap US mnPayout RatioDiv YieldPENetMargin1yr Return
    50333474.241.43.416.1313.16

    Results


    2015-11-27 Naspers Ltd
    consserv
  • BRIEF-Naspers says to report results in dollars
  • Naspers Mulls $2.5 Billion Capital Raising as Profit Gains

    2015-11-30 Naspers Ltd
    consserv
  • BRIEF-Naspers says to report results in dollars
  • Naspers Mulls $2.5 Billion Capital Raising as Profit Gains
    valuestockCountryIndustryMCap US mnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    AngloGold Ashanti LtdANG:SJPrecious Metal Mining6264.49--1.520.000.00
    Life Healthcare Group Holdings LtdLHC:SJHealth Care Facilities2775.974.07%21.032.6812.7485.59
    Sanlam LtdSLM:SJLife Insurance10566.983.52%15.011.6310.8652.84
    Rand Merchant Investment Holdings LtdRMI:SJP&C Insurance4440.022.74%21.484.5221.0458.86
    Liberty Holdings LtdLBH:SJLife Insurance2837.774.88%9.270.515.5045.24
    Nampak LtdNPK:SJContainers & Packaging1101.345.86%12.550.836.6173.54
    Anglo American Platinum LtdAMS:SJPrecious Metal Mining7448.35-962.491.720.18-0.00
    Steinhoff International Holdings LtdSHF:SJHome Products Stores0.00---0.000.00
    Harmony Gold Mining Co LtdHAR:SJPrecious Metal Mining1455.63--1.290.000.00
    RMB Holdings LtdRMH:SJBanks5861.984.99%11.54--0.0057.58
    FirstRand LtdFSR:SJBanks18613.244.75%12.272.6421.5258.28
    Remgro LtdREM:SJPackaged Food9407.331.71%16.815.0129.8028.75
    Growthpoint Properties LtdGRT:SJREIT4863.175.37%18.087.6142.0997.09
    Truworths International LtdTRU:SJSpecialty Apparel Stores3231.174.13%16.003.2920.5666.08
    Standard Bank Group LtdSBK:SJBanks14641.875.22%9.301.0611.4048.55
    Redefine Properties LtdRDF:SJREIT4043.186.72%14.175.0135.3695.22
    Foschini Group Ltd/TheTFG:SJSpecialty Apparel Stores2278.494.17%16.051.6710.4066.93
    Impala Platinum Holdings LtdIMP:SJPrecious Metal Mining2915.87-246.521.070.43-0.00
    Mr Price Group LtdMPC:SJSpecialty Apparel Stores0.00---0.000.00
    Woolworths Holdings Ltd/South AfricaWHL:SJFood & Drug Stores6411.953.24%20.421.366.6666.16
    Nedbank Group LtdNED:SJBanks6362.126.04%8.031.0613.2048.50
    Mediclinic International LtdMDC:SJHealth Care Facilities0.000.91%--0.00-0.00
    Sasol LtdSOL:SJIntegrated Oils21072.583.72%10.991.6615.1040.88
    Netcare LtdNTC:SJHealth Care Facilities3666.082.57%20.593,601.0014.5752.92
    Pick n Pay Stores LtdPIK:SJFood & Drug Stores2360.861.78%36.370.471.2964.74
    NPN:SJEntertainment Content61032.750.24%94.8510.6811.2622.76
    Northam Platinum LtdNHM:SJPrecious Metal Mining1701.50--2.820.000.00
    Discovery LtdDSY:SJManaged Care5789.121.37%22.802.129.3031.24
    Gold Fields LtdGFI:SJPrecious Metal Mining3479.210.41%-1.440.00-0.00
    Shoprite Holdings LtdSHP:SJFood & Drug Stores6766.382.36%20.940.763.6349.42
    Barclays Africa Group LtdBGA:SJBanks8587.286.91%8.581.1613.5259.29
    SPAR Group Ltd/TheSPP:SJFood & Drug Stores2708.503.02%25.010.491.9675.53
    Investec LtdINL:SJBanks7110.303.80%12.781.4211.1148.56
    African Rainbow Minerals LtdARI:SJSteel Raw Material Suppliers1683.093.17%19.592.7413.9962.10
    Bidvest Group Ltd/TheBVT:SJFood Products Wholesalers8439.112.68%18.000.613.3948.24
    MMI Holdings Ltd/South AfricaMMI:SJLife Insurance2677.776.46%12.880.816.2983.20
    Reunert LtdRLO:SJOffice Electronics938.135.58%12.401.4511.6969.19
    Assore LtdASR:SJSteel Raw Material Suppliers1904.682.57%11.679.1978.7529.99
    MTN Group LtdMTN:SJTelecom Carriers19036.188.89%19.761.839.26175.67
    Imperial Holdings LtdIPL:SJAutomotive Retailers2122.065.45%8.970.262.9048.89
    Tiger Brands LtdTBS:SJPackaged Food4637.602.75%19.321.779.1653.13
    Aspen Pharmacare Holdings LtdAPN:SJGeneric Pharma10220.600.68%31.164.1013.1621.19
    PPC LtdPPC:SJCement & Aggregates622.553.89%10.100.848.3239.29
    Sappi LtdSAP:SJPaper2280.17-10.450.413.92-0.00
    Vodacom Group LtdVOD:SJTelecom Carriers17326.854.78%18.813.0616.2789.91
    Massmart Holdings LtdMSM:SJMass Merchants1854.072.12%23.630.311.3150.10
    Barloworld LtdBAW:SJIndustrial Distribution & Rental1218.024.22%10.050.282.7942.41
    Exxaro Resources LtdEXX:SJCoal Operations2257.771.67%19.711.748.8332.92
    Kumba Iron Ore LtdKIO:SJSteel Raw Material Suppliers2862.89-10.741.1310.52-0.00
    Anglo American PLCAGL:SJSteel Raw Material Suppliers13597.213.00%-0.660.00-0.00

    Index Sector Valuations vs GEM Average

    SectorSector MCap US mnSector MCap Share in TotalGem Sector Share In Total GEMGEM Sector MCAP USmnPayout RatioGEM Payout RatioDiv YieldGEM Div YieldPEPEGEMPE Discount vs GEMNetMarginNetMarginGEMMargin Diff. vs GEM1yr ReturnGEM 1yr Return
    Communications97395.829.210.3794505.837.643.32.73.219.318.26.011.813.61.8-0.7
    Consumer Discretionary7631.72.36.6509681.061.627.04.52.014.116.4-14.012.69.6-3.03.1
    Consumer Staples42585.812.87.5584775.350.138.02.51.820.428.2-27.710.110.30.212.3
    Energy23330.37.012.6973390.440.140.83.54.411.812.4-4.814.59.7-4.8-21.0
    Financials90605.727.232.82543065.758.826.05.04.012.28.838.616.920.43.53.2
    Health Care22451.86.72.3178295.836.920.31.61.026.031.7-18.012.317.04.713.6
    Industrials1218.00.45.8453138.242.423.44.21.810.118.6-45.72.811.48.622.9
    Materials47317.014.27.6590209.45.627.52.73.112.418.1-31.510.99.8-1.1-0.1
    Technology938.10.310.8833615.669.229.25.62.312.418.9-34.411.719.88.12.8

    Top 5 South Africa Index Long Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    AngloGold Ashanti LtdANG:SJPrecious Metal Mining6264.49--1.520.000.00
    Life Healthcare Group Holdings LtdLHC:SJHealth Care Facilities2775.974.07%21.032.6812.7485.59
    Sanlam LtdSLM:SJLife Insurance10566.983.52%15.011.6310.8652.84
    Rand Merchant Investment Holdings LtdRMI:SJP&C Insurance4440.022.74%21.484.5221.0458.86
    Liberty Holdings LtdLBH:SJLife Insurance2837.774.88%9.270.515.5045.24

    Top 5 South Africa Index Short Picks

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    Top 10 South Africa Focused Funds by Inflows Last Week
    Fund Namefund flow mn$Total Assets mn$
    OASIS PROPERTY EQUITY FUND - D ZAR (OASPROD)0.044.0
    ATLANTIC REAL INCOME FUND - A (ATREINA)0.03.3
    OASIS CRESCENT INTERNATIONAL PROPERTY EQUITY FEEDER FUND - D (OASPRED)0.038.9
    ASHBURTON MULTI-MANAGER PROPERTY FUND - BJM MM PROP B1 (BJMPRB1)-0.151.0

    Top 10 South Africa Focused Funds by Outflow Last Week
    Fund Namefund flow mn$Total Assets mn$
    ASHBURTON MULTI-MANAGER PROPERTY FUND - BJM MM PROP B1 (BJMPRB1)-0.151.0
    OASIS CRESCENT INTERNATIONAL PROPERTY EQUITY FEEDER FUND - D (OASPRED)0.038.9
    ATLANTIC REAL INCOME FUND - A (ATREINA)0.03.3
    OASIS PROPERTY EQUITY FUND - D ZAR (OASPROD)0.044.0

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