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Week AHEAD 24 March 2014 South Africa Economic Calendar DATE PERIOD EXPECTED PRIOR 03/25/14 09:00 SA COUNTRYEVENT Leading Indicator Jan -- 100.2 03/27/14 11:30 SA PPI m/m Feb -- 1.00% 03/27/14 11:30 SA PPI y/y Feb -- 7.00% 03/27/14 SARB Announce Interest Rate 27-Mar 5.50% 5.50% South Africa Budget Feb -- -26.26B SA 03/28/14 14:00 SA International Economic Calendar DATE PERIOD EXPECTED PRIOR 03/24/14 03:45 CH COUNTRYEVENT HSBC/Markit Flash Mfg PMI Mar 48.7 48.5 03/24/14 03:45 CH HSBC Manufacturing PMI Mar P 48.7 48.5 03/24/14 11:00 EC PMI Manufacturing Mar A -- 53.2 03/24/14 11:00 EC PMI Services Mar A -- 52.6 03/24/14 11:00 EC PMI Composite Mar A -- 53.3 03/24/14 14:30 US Chicago Fed Nat Activity Index Feb -- -0.39 03/24/14 15:00 US Markit Manufacturing PMI Mar P -- 57.1 03/24/14 03/28 UK Nationwide House PX m/m Mar -- 0.60% 03/24/14 03/28 UK Nationwide House Px NSA y/y Mar -- 9.40% 03/25/14 04:00 CH Conference Board Leading Economic Index Feb 03/25/14 11:30 UK CPI m/m Feb -- -0.60% 03/25/14 11:30 UK CPI y/y Feb -- 1.90% 03/25/14 11:30 UK CPI Core y/y Feb -- 1.60% 03/25/14 11:30 UK Retail Price Index Feb -- 252.6 03/25/14 11:30 UK RPI m/m Feb -- -0.30% 03/25/14 11:30 UK RPI y/y Feb -- 2.80% 03/25/14 11:30 UK RPI Ex Mort Int.Payments (y/y) Feb -- 2.80% 03/25/14 11:30 UK PPI Input NSA m/m Feb -- -0.90% 03/25/14 11:30 UK PPI Input NSA y/y Feb -- -3.10% 03/25/14 11:30 UK PPI Output NSA m/m Feb -- 0.30% 03/25/14 11:30 UK PPI Output NSA y/y Feb -- 0.90% 03/25/14 11:30 UK PPI Output Core NSA m/m Feb -- 0.50% 03/25/14 11:30 UK PPI Output Core NSA y/y Feb -- 1.20% Head Office: 5 Merchant Place, 9 Fredman Drive, Sandton 2196 | PO Box 3359, Parklands 2121 | [email protected] | www.fnbsecurities.co.za Relationship Manager: +27 11 303 5910 | Dealing Desk: +27 11 303 5930 | Toll Free Trading: 0800 256 256 Directors: BR Smit, JA van Staden, E Zeki, EJ van Rensburg, R Jayrajh. Company Secretary: BW Unser FNB Securities (Pty) Ltd, member of the JSE and an authorised financial services and credit provider (NCRCP4007). Part of the FirstRand Group. 03/25/14 11:30 UK ONS House Price y/y Jan -- 5.50% 03/25/14 11:30 UK BBA Loans for House Purchase Feb -- 49972 03/25/14 13:00 UK CBI Reported Sales Mar -- 37 03/25/14 15:00 US House Price Index m/m Jan 0.90% 0.80% 03/25/14 15:00 US S&P/CS 20 City m/m SA Jan 0.50% 0.76% 03/25/14 15:00 US S&P/CS Composite-20 y/y Jan 13.30% 13.42% 03/25/14 15:00 US S&P/CaseShiller Home Price Index Jan 165.1 165.69 03/25/14 16:00 US Consumer Confidence Index Mar 78.8 78.1 03/25/14 16:00 US Richmond Fed Manufact. Index Mar -- -6 03/25/14 16:00 US New Home Sales Feb 443K 468K 03/25/14 16:00 US New Home Sales m/m Feb -5.40% 9.60% 03/26/14 13:00 US MBA Mortgage Applications 21-Mar -- -1.20% 03/26/14 14:30 US Durable Goods Orders Feb 0.30% -1.00% 03/26/14 14:30 US Durables Ex Transportation Feb 0.10% 1.10% 03/26/14 14:30 US Cap Goods Orders Nondef Ex Air Feb 1.50% 1.70% 03/26/14 14:30 US Cap Goods Ship Nondef Ex Air Feb -1.00% -0.80% 03/26/14 15:00 US Markit US Composite PMI Mar P -- 54.1 03/26/14 15:00 US Markit US Services PMI Mar P -- 53.3 03/27/14 03:30 CH Industrial Profits YTD y/y Feb -- 12.20% 03/27/14 11:00 EC M3 Money Supply y/y Feb -- 1.20% 03/27/14 11:00 EC M3 3-month average Feb -- 1.20% 03/27/14 11:30 UK Retail Sales Ex Auto m/m Feb -- -1.50% 03/27/14 11:30 UK Retail Sales Ex Auto y/y Feb -- 4.80% 03/27/14 11:30 UK Retail Sales Incl. Auto m/m Feb -- -1.50% 03/27/14 11:30 UK Retail Sales Incl. Auto y/y Feb -- 4.30% 03/27/14 14:30 US GDP Annualized q/q 4Q T 2.70% 2.40% 03/27/14 14:30 US Personal Consumption 4Q T -- 2.60% 03/27/14 14:30 US GDP Price Index 4Q T 1.60% 1.60% 03/27/14 14:30 US Core PCE q/q 4Q T -- 1.30% 03/27/14 14:30 US Initial Jobless Claims 21-Mar 331K -- 03/27/14 14:30 US Continuing Claims 14-Mar 2900K -- 03/27/14 15:45 US Bloomberg Consumer Comfort 23-Mar -- -- 03/27/14 16:00 US Pending Home Sales m/m Feb 0.00% 0.10% 03/27/14 16:00 US Pending Home Sales y/y Feb -- -9.10% 03/27/14 17:00 US Kansas City Fed Manf. Activity Mar -- 4 03/28/14 11:30 UK Lloyds Business Barometer Mar -- 53 03/28/14 11:30 UK GDP q/q 4Q F -- 0.70% 03/28/14 11:30 UK GDP y/y 4Q F -- 2.70% 03/28/14 11:30 UK Current Account Balance 4Q -- -20.7B 03/28/14 11:30 UK Index of Services m/m Jan -- 0.20% 03/28/14 11:30 UK Index of Services 3M/3M Jan -- 0.80% 03/28/14 11:30 UK Total Business Investment q/q 4Q F -- 2.40% 03/28/14 11:30 UK Total Business Investment y/y 4Q F -- 8.50% 03/28/14 12:00 EC Economic Confidence Mar -- 101.2 03/28/14 12:00 EC Industrial Confidence Mar -- -3.4 03/28/14 12:00 EC Consumer Confidence Mar F -- -- 03/28/14 12:00 EC Services Confidence Mar -- 3.2 03/28/14 12:00 EC Business Climate Indicator Mar -- 0.37 03/28/14 14:30 US Personal Income Feb 0.30% 0.30% 2 03/28/14 14:30 US Personal Spending Feb 0.30% 0.40% 03/28/14 14:30 US PCE Deflator m/m Feb 0.10% 0.10% 03/28/14 14:30 US PCE Deflator y/y Feb -- 1.20% 03/28/14 14:30 US PCE Core m/m Feb 0.10% 0.10% 03/28/14 14:30 US PCE Core y/y Feb -- 1.10% 03/28/14 15:55 US Univ. of Michigan Confidence Mar F 80.5 79.9 03/28/14 18:00 US Industrial Production Revisions 03/28/14 03/31 CH Leading Index Feb -- 99.48 PERIOD ESTIMATE/ PREVIOUS Earnings Release Calendar DATE JSE CODE COMPANY NAME GUIDE (HEPS ZAc) 3/24/2014 BAU Bauba Platinum S1 2014 -4.5 -4.2 3/24/2014 CSG CSG Holdings /South Africa S1 2014 -- 7.7 3/24/2014 CBH Country Bird Holdings S1 2014 11.98 14.98 3/24/2014 POY Poynting Holdings S1 2014 2.9 2.47 3/25/2014 RNG Randgold & Exploration Co Y 2013 8.2 2 3/25/2014 VUN Vunani Y 2013 -- -11.2 3/25/2014 IWE Interwaste Holdings Y 2013 8.6 3.89 3/26/2014 AND Andulela Investment Holdings Y 2013 -- -4.63 3/26/2014 MTA Metair Investments Y 2013 239 304 3/26/2014 RAR RARE Holdings S1 2014 -22.4 -128 3/27/2014 BSR Basil Read Holdings Y 2013 85 -130.84 3/27/2014 SAH South African Coal Mining Holdings Y 2013 -- -11.51 3/27/2014 CPI Capitec Bank Holdings Y 2014 1691.7 1,498 3/27/2014 WEZ Wesizwe Platinum Y 2013 -4.6 0.7 3/27/2014 WKF Workforce Holdings Y 2013 1.4 7.9 3/27/2014 KDV KayDav Group Y 2013 -- 11.6 3/27/2014 YRK York Timber Holdings S1 2014 4.3 13 3/27/2014 ACT AfroCentric Investment Corp S1 2014 -- 17.63 3/27/2014 RBA RBA Holdings Y 2013 0.9 -0.88 3/28/2014 GGM Goliath Gold Mining Y 2013 -41.5 -43.9 3/28/2014 AWT Awethu Breweries S1 2014 -- -0.05 3/28/2014 GIJ Gijima Group S1 2014 -- -191.8 3/28/2014 AET Alert Steel Holdings S1 2014 -- -61.5 3/28/2014 MDI Master Drilling Group Y 2013 113.9 77.3 Dividends and Corporate Actions JSE CODE COMPANY NAME LDT EX DATE PAY DATE TYPE AMOUNT DSY Discovery 3/13/2014 3/14/2014 3/24/2014 Interim ZAc 73 TFGP The Foschini Group Pref 3/13/2014 3/14/2014 3/24/2014 Regular Cash ZAc 6.50 GND Grindrod 3/13/2014 3/14/2014 3/24/2014 Final ZAc 17.10 GNDP Grindrod Pref 3/13/2014 3/14/2014 3/24/2014 Final ZAc 377 HPA Hospitality Prop 3/13/2014 3/14/2014 3/24/2014 Interest ZAc 69.83 HPB Hospitality Prop 3/13/2014 3/14/2014 3/24/2014 Interest ZAc 19.25 3 SUI Sun International 3/13/2014 3/14/2014 3/24/2014 Interim ZAc 90 MSM Massmart 3/13/2014 3/14/2014 3/24/2014 Interim ZAc 275 SHP Shoprite 3/13/2014 3/14/2014 3/24/2014 Interim ZAc 132 TPC Transpaco 3/13/2014 3/14/2014 3/24/2014 Interim ZAc 39 BIL BHP Billiton PLC 2/28/2014 3/3/2014 3/26/2014 Interim USD 0.59 ART Argent Industrial 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 7 CSB Cashbuild 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 275 FVT Fairvest Property 3/20/2014 3/24/2014 3/31/2014 Interest ZAc 6.75 FSR FirstRand 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 77 GRT Growthpoint 3/20/2014 3/24/2014 4/1/2014 Interim ZAc 78.50 HYP Hyprop 3/20/2014 3/24/2014 3/31/2014 Final ZAc 231 IPL Imperial 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 400 LBH Liberty Holdings 3/20/2014 3/24/2014 3/31/2014 Final ZAc 369 MMI MMI Holdings 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 57 MTN MTN Group 3/20/2014 3/24/2014 3/31/2014 Final ZAc 665 RMH RMH Holdings 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 100 RMI RMI 3/20/2014 3/24/2014 3/31/2014 Interim ZAc 46 SAC SA Corp 3/20/2014 3/24/2014 3/31/2014 Final ZAc 16.47 SBV Sabvest 3/20/2014 3/24/2014 3/31/2014 Final ZAc 22 SVN Sabvest 3/20/2014 3/24/2014 3/31/2014 Final ZAc 22 SNT Santam 3/20/2014 3/24/2014 3/31/2014 Final ZAc 433 SUR Spur Corp 3/20/2014 3/24/2014 3/31/2014 Regular Cash ZAc 57 TRE Trencor 3/20/2014 3/24/2014 3/31/2014 Final ZAc 158 VPF Vunani 3/20/2014 3/24/2014 3/31/2014 Interest ZAc 40 AVI AVI Limited 3/28/2014 3/31/2014 4/7/2014 Interim ZAc 120 ABSP Absa Bank Pref 3/28/2014 3/31/2014 4/7/2014 Regular Cash ZAc 2979.315 BGA Barclays Africa Group 3/28/2014 3/31/2014 4/7/2014 Final ZAc 470 ITU Intu Properties 3/28/2014 3/31/2014 4/22/2014 Rights Issue 2 per 7 NED Nedbank Group 3/28/2014 3/31/2014 4/7/2014 Final ZAc 505 Other Corporate Action Dates DATE JSE CODE 3/24/2014 COMPANY NAME ACTION EVENT AFR AFGRI Suspended Scheme of Arrangement R7.10 per AFGRI share 3/24/2014 RBP Royal Bafokeng Trading in Rights Rights Distribution 8.2005 rights per 100 3/24/2014 ADWN African Dawn Offer Opens Call on Rights 1 share per right @ ZAR0.08 3/24/2014 EFGN Efficient Group Offer Opens Call on Rights 1 share per right @ ZAR1.60 3/24/2014 ADWN African Dawn Response Deadline Call on Rights 1 share per right @ ZAR0.08 3/24/2014 EFGN Efficient Group Response Deadline Call on Rights 1 share per right @ ZAR1.60 3/24/2014 ORY Oryx Properties Pay Date Interest Payment ZAR0.6725 per linked unit 3/26/2014 SER Seardel Last Day to Trade Rights Distribution 258.93 rights per 100 3/27/2014 ADWN exercised @ ZAR0.08 African Dawn Capital Last Day to Trade Call on Rights (Take-up) 1 share per 1 right 3/28/2014 EFGN Efficient Group Last Day to Trade Call on Rights 1 share per right @ ZAR1.60 3/28/2014 UBU Ubebele Holdings Last Day to Trade Rights Distribution 29.89413 rights per 100 3/28/2014 ARD Ardor SA Listing Termination Disclaimer: The information and opinions in this document are expressed in good faith and in reliance on sources believed to be credible and do not constitute advice. We take no responsibility for the accuracy or completeness of such information and our opinions are based on research and technical analysis. Investment in shares may cause exposure to certain risks, including market risk, and may therefore not be suitable for all clients. Contact your relationship manager for a personal financial analysis prior to making any investment decisions. We will not accept any responsibility for any investment decisions based only on the information and opinions contained in this document without seeking professional advice. FNB Securities (Pty) Ltd (Reg no: 1996/011732/07), a member of the JSE and an authorised financial services and credit provider (NCRCP4007). Part of the FirstRand Group.
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