Stock Market Update - MCB Capital Markets

18-Dec
Stock Market Update
December 18, 2014
NMH drops 5.7% to 52-week low
Semdex
Sem-10
2,064.90
Demex
384.54
200.43
NMH drops an additional 5.7% during today’s session on Rs4.50 lost.
The hotel stock closes at Rs75 (VWAP: Rs76.60) reaching a 52-week
low. This is the highest dip recorded by NMH for the year so far. YTD,
the stock has lost 15% and value traded for the day amounts to Rs3.5m
on 46,700 shares where FI transactions on the hotel group are on the
low side with FI sales of Rs0.6m.
SEMDEX sustains downward tendency closing at 2,064.9 (-0.4%)
where market value traded (MVT) stands at Rs32.2m and total volume
traded (TVT) is at 2.3m.
Foreign Investors’ (FI) transactions remain focused on the sell-side
with FI Sales (FIS) of Rs13.4m compared to Rs2m of FI Purchases (FIP).
MCBG attracts the bulk of FIS with Rs11m (82%) while SBMH accounts
for 52% of FIP.
Financial Services: CIM hits an all-time high at Rs9 representing a
3.4% leap day-on-day and features as the top performer of the day.
MUA closes 0.4% higher settling at Rs68.25.
Industry: Movers are on the downside with GAMMA sliding 4.5% to
Rs42 and concurrently reaches a 9-month low. UBP declines 0.6% on
Rs0.50 lost ending the session at Rs78.25.
Investments: MDIT is the only gainer with +0.3%. NIT closes 0.5%
lower, POLICY weakens 0.5% and ROGERS sheds the amount gained
yesterday settling at Tuesday’s level of Rs27.80 (-0.7%).
Leisure and Hotels: LOTTO adds a further Rs0.20 (+1.9%) closing at
Rs10.80. Amongst hotels, NMH dives 5.7% to Rs75 and LUX declines
1.7% ending at Rs59 while SUN closes flat at Rs46.
Transport: AIRM records three straight days of gains adding 0.3% for
the day settling at Rs17.55.
DEMEX moves forward 0.01% to 200.43 as SODIA advances 5% while
ENL.P(-1%) and TPL.P (-2%) are on the downside.
International equity markets: Advanced equity markets ended midweek’s session in the green whereby NIKKEI added 0.4%, FTSE 100 and
EURO STOXX each advanced 0.1% and S&P 500 leaped 2% to 2012.89.
On the emerging markets side, major indices were mixed. IBOVESPA
(+3.6%) and SHANGHAI COMP (+1.3%) were on the upside whilst
MICEX tumbled 2.1%, SENSEX closed 0.3% lower and JSE ALL SHARE
declined 0.2%.
Market Indices: 1 year Trend (Rebased 100)
Market Activity
Top gainers
120
115
CIM
3.4%
NMH
-5.7%
SEM10
LOTTO
1.9%
GAMMA
-4.5%
DEMEX
MUA
0.4%
LUX
-1.7%
MDIT
0.3%
ROGERS
-0.7%
AIRM
0.3%
UBP
-0.6%
110
105
100
95
18 Dec 13
Top losers
SEMDEX
18 Mar 14
Summary Market Data
18 Jun 14
18 Sep 14
Most Active (Value)
Key Market Statistics
MCBG
Market Cap (Rs)
11.3 m
LUX
5.7 m
Market Cap (USD)
NMH
3.5 m
Market Div Yield
VIVO
2.6 m
Market P/E
9.85×
1.6 m
FI Participation
24.0%
1D ∆
1M ∆
3M∆
-0.4%
-1.7%
-2.6%
18 Dec 14 INNODIS
Closing
Mauritius
SEMDEX
2,064.90
SEM10
384.54
-0.6%
-3.0%
-4.1%
DEMEX
200.43
0.01%
-0.5%
-0.7%
16,819.73
0.4%
-0.9%
5.7%
US: S&P 500
2,012.89
2.0%
-1.4%
0.6%
UK: FTSE 100
6,336.48
0.1%
-5.0%
-6.6%
Europe: Euro Stoxx 50
3,051.99
0.1%
-1.1%
-5.7%
48,713.64
3.6%
-5.0%
-17.6%
Russia: MICEX
1,413.79
-2.1%
-6.2%
-2.5%
India: SENSEX
26,710.13
-0.3%
-5.2%
0.3%
3,061.02
1.3%
23.7%
32.6%
47,282.48
-0.2%
-6.4%
-7.6%
Global Indices
Japan: Nikkei 225
Emerging Market Indices
Brazil: IBOVESPA
China: Shanghai Comp
South Africa: JSE All Share
228.2 bn
1 year trend
7.2 bn
3.0%
Closing
1D ∆
12M ∆
Currencies
61.18
2.2%
-42.9%
USDMUR
Gold
1,189.71
-0.6%
-3.3%
Platinum
1,193.38
-0.4%
-11.6%
Commodities
Oil
Closing
VWAP
P/E
MCBG
198.50
198.50
SBMH
1.02
1.02
NMH
75.00
ENLLAND.O
ALTEO
Selected stocks
Closing
1D ∆
12M ∆
31.97
0.3%
4.5%
EURMUR
39.36
-1.0%
-6.1%
GBPMUR
49.71
-0.7%
0.3%
FIP
FIS
1D ∆
1M ∆
3M ∆
10.82
-
11.1 m
-
-2.2%
-4.9%
7.92
1.0 m
1.4 m
-
-1.9%
-1.9%
76.60
26.41
-
0.6 m
-5.7%
-13.8%
-14.8%
50.00
50.00
15.72
-
-
-
2.0%
-
34.25
34.25
171.25
0.7 m
0.0 m
-
0.7%
-6.2%
SEM-10
CIEL
7.50
7.50
NA
-
-
-
-3.8%
5.6%
34.00
34.00
21.25
-
0.4 m
-
2.3%
-5.8%
112.25
112.25
15.17
-
-
-
-1.5%
-2.4%
GAMMA
42.00
42.59
15.73
0.04 m
-
-4.5%
-10.6%
-12.5%
BRAMER
6.50
6.53
65.00
-
-
-
-3.8%
-4.4%
CIEL TEXT
38.90
38.90
7.66
-
-
-
-0.3%
0.8%
HOTELEST
33.70
32.08
NA
-
-
-
-9.4%
-12.5%
1.80
1.80
18.00
-
-
-
-5.3%
5.9%
Market
Event
Type
Rs/share
Ex date
Payment Date
TERRA
IBL
DEM Most Active
MED & SURG
Latest Upcoming Entitlements
Ann. Date Company
17-Dec-14
CIEL
Official
Dividend
Interim
0.05
6-Jan-15
22-Jan-15
15-Dec-14
CMPL
Official
Dividend
Final
0.50
31-Dec-14
27-Jan-15
15-Dec-14
SWAN
Official
Dividend
Final
12.00
31-Dec-14
20-Jan-15
15-Dec-14
ANGLO
DEM
Dividend
Final
41.80
31-Dec-14
20-Jan-15
15-Dec-14
CIEL TEXT
DEM
Dividend
Interim
0.75
31-Dec-14
19-Jan-15
15-Dec-14
OMNICANE
Official
Dividend
Final
2.50
9-Mar-15
26-Mar-15
15-Dec-14
ROGERS
Official
Dividend
Interim
0.30
31-Dec-14
21-Jan-15
12-Dec-14
ASL
Official
Dividend
Final
2.50
30-Dec-14
5-Jan-15
12-Dec-14
VITAL
12-Dec-14
INNODIS
DEM
Dividend
Final
3.00
30-Dec-14
5-Jan-15
Official
Dividend
Interim
0.85
30-Dec-14
16-Feb-15
Latest Announcements
Date
Company Details
11-Dec-14
MFD
With reference to the cautionary announcement issued on 7th November 2014, the board of MFD announced that
a special meeting of shareholders held on 9th December 2014, the shareholders have approved the following: (1)
The scheme of arrangement whereby, the shareholders of MFD will be issued similar number of ordinary shares in
MFD Group Limited (MFDG) which shall match exactly the number of shares issued by MFD in a ratio of one
MFDG share for each MFD share held by the shareholders. (2)The capital reduction of MFD at present amounting
to Rs1,2 bn divided into 150,000,000 shares of no par value, be brought to the sum of Rs810m still divided into
150,000,000 shares of no par value.
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For trading please contact:
Ashveen Chummun
T: (+230) 202 5776
Michaëlla Garnier
T: (+230) 202 5456
E: mcbsb@mcbcm.mu
MCB Stockbrokers Ltd
Sir W. Newton St, Port Louis
www.mcbcapitalmarkets.mu