/ 15 March 2007

World markets, futures buying buoy JSE

The JSE was in positive territory in just before noon on Thursday, buoyed by the rebound in global markets. Futures buying, related to the close-out that was about to begin at noon, added impetus to the move.

At 11.52am, the all-share index was up 2,01%. It tumbled 2,33% on Wednesday after concerns about the sub-prime mortgage market in the US rocked world markets. Industrials and financials firmed 1,71% and 1,63% respectively, while the banks index picked up 2,2%. Resources rallied 2,5%, the gold-mining index jumped 2,75% and the platinum-mining index surged 4.63%.

The rand was bid at 7,43 per dollar from 7,46 when the JSE closed on Wednesday, while gold was quoted at $646,95 a troy ounce from $643,70/oz at the JSE’s last close.

A dealer said that the bounce in global equity markets was the main catalyst for the JSE’s recovery.

“The market is all a bit firmer and it seems to have picked up a bit of a second wind in the last hour or so, although I still think it may be a bit of a dead-cat bounce,” he commented.

“There is some buying coming in on the back of the close-out. There may be some longs around who think the market will be pushed up in the close-out.”

He noted that the open interest had declined to 55 000 contracts. “A lot of contracts were squared out yesterday [Wednesday], so I’m not expecting fireworks going forward.”

In addition to world markets and buying related to the futures close-out, commodity prices were all looking stronger and this was pushing the JSE via the resources sector, the dealer concluded.

On the resources index, BHP Billiton was boosted 2,91% or R4,21 to R148,67 and Anglo American added 1,44% or R4,99 to R351,50.

Petrochemicals group Sasol strengthened 2,08% or R4,50 to R220,50.

AngloPlat advanced 4,84% or R48,90 to R1 059 and Impala leaped 4,77% or R9,51 to R209,01. Eland soared 8,78% or R4,48 to a record high of R55,50.

Exxaro rose 3,06% or R1,72 to R57,97 while Kumba Iron ore was up 4,74% or R5,97 to R131,97.

Cellular network operator MTN Group led industrials higher, rallying 4,05% or R3,50 to R90, Telkom jumped 4,48% or R7,25 to R169 and media group Naspers notched up 2,82% or R4,80 to R174,80.

London-listed brewer SABMiller was 2,29% or R3,47 stronger at R154,69.

PP Cement was bolstered 3,49 or R15,01 to R445 and retailer Pick ‘n Pay rose 3,18% or R1,06 to R34,36.

Financial services group Sanlam strengthened 2,9% or 54 cents to R19,19 and London-listed Old Mutual climbed 11 cents to R23,39.

Health and life insurer Discovery was 2,27% or 65 cents to the good at R29,25. Discovery and its existing United Kingdom joint-venture partner Prudential on Thursday announced plans to enhance their relationship through the roll-out of life assurance products into the UK market.

Their joint venture will be consolidated into a new protection company to be provisionally called PruProtection, which will house two distinct businesses — PruHealth and a newly formed life assurance company PruLife. The latter will market life assurance products in the UK based on those of Discovery Life.

Standard Bank recovered 2,24% or R2,20 to R100,40. FirstRand firmed 2,22% or 50 cents to R23, Nedbank gathered 2,74% or R3,55 to R132,90 and Absa was 1,92% or R2,50 in the black at R133. — I-Net Bridge