/ 28 May 2004

Rand, lack of interest drag JSE down

The JSE Securities Exchange South Africa (JSE) was drifting in the red in noon trade on Friday, with heavyweight resources stocks dragged down by a stronger rand. Lack of buying interest also weighed on the local bourse, dealers said.

By 11.50am, the all-share index was 0,62% weaker. Resources retreated 1,08%, the gold mining index slid 1,6% and the platinum mining index lost 0,35%. Industrials and financials fell 0,3% and 0,28% respectively, while the banks index was 0,72% softer.

The rand was quoted at R6,52 per dollar from R6,59 when the JSE closed on Thursday, while gold was quoted at $393,40 an ounce from $394,10/oz at the JSE’s last close.

“The market is very quiet today. Volumes are not very good, which is attributable to it being Friday, and there is not a lot of interest in the market,” a dealer said.

He added that resources were leading the JSE lower.

“The rand is quite a bit stronger and that has impacted heavily on resources.”

He said that while there might be a bit of profit taking and position squaring ahead of the weekend, the futures market was very quiet. He therefore did not think that this was playing a major role.

On the JSE’s downside, London-listed diversified resources group Anglo American lost 1,23% or R1,71 to R137,50 and BHP Billiton slid 1,09% or 61 cents to R55,30.

Gold Fields slumped 2,58% or two rand to R75,50, Harmony was off 1,73% or R1,37 at R78,02 and AngloGold Ashanti surrendered R1,63 to R232.

AngloPlat eased R2,25 to R241,50.

On the industrial market, Swiss-listed luxury goods group Richemont was 1,05% or 18 cents lower at R16,92.

London-listed beverages group SABMiller shed 73 cents to R78,50 and pulp and paper producer Sappi was 90 cents softer at R91,10.

Steel producer Iscor weakened 1,88% or 65 cents to R33,85.

Services group Bidvest plunged 1,62% or 85 cents to R51,65 and food group Tiger Brands gave up 1,65% or R1,49 to R89,01.

Telcos bucked the weaker trend, with MTN Group soaring 2,96% or 85 cents to R29,60. Telkom rallied 1,74% or R1,35 to R79,05.

Retailer Edcon leaped 1,81% or R2,50 to R140,50.

On the financial front, Sanlam bounced 1,74% or 15 cents to R8,75 and Old Mutual rose six cents to R11,43.

Niche banking group Investec plc picked up 1,67% or two rand to R122.

On Thursday, Investec reported headline earnings per share for the 12 months ended March amounted to 103,4 United Kingdom pence — a 15,4% increase on the previous year’s earnings of 89,6 pence per share.

Absa added 20 cents to R46,45.

FirstRand, however, fell 1,88% or 19 cents to R9,93 and Nedcor dropped 49 cents to R62,01.

Real estate company Liberty International plc was 1,63% or R1,45 in the red at R87,45. — I-Net Bridge