NSX DAILY UPDATE (30 MARCH 2022)




NSX Trades Traded Volume (No. Shares) Monetary Amount (N$) Trading Contribution (%)
Overall  151,948  13,758,155 96.17%
ETFs  3,927  547,849 3.83%
Total  155,875  14,306,004  100.00%

Table 1: NSX Trades


NSX Activities

A total of N$ 13,758,155 worth of shares was traded on the NSX on Wednesday, with about N$  6,525,445 worth of Anglo-American, N$  133,280 worth of B2Gold Corporation and N$  814,445 of Namibia Breweries on the home front. ETFs worth N$ 547,849 were traded on Wednesday.

HEI Equity Research Commentary

From the trading activity that took place:

  • Anglo-American share price increased aimed the sale transaction of its shareholding in Thungela Resources
  • Shares belonging to B2Gold Corporation increased in share price
  • On the NSX local listing, Namibia Breweries shares were traded  by market participants, with an increase in share price
Name NSX Local Ticker Price Previous Close ‘N$ Price End of Day ‘N$ Daily Change %
Namibian Breweries NBS 45.00 45.01 0.02%
Nictus Holdings NHL 1.75 1.75 0.00%
Capricorn CGP 13.99 13.99 0.00%
First Rand Namibia FNB 29.50 29.50 0.00%
Standard Bank Namibia SNO 5.40 5.40 0.00%
Oryx Limited ORY 10.20 10.20 0.00%
Letshego LHN 2.50 2.50 0.00%
Namibia Asset Management NAM 0.66 0.66 0.00%
Stimulus SILP 127.90 127.90 0.00%
Paratus Namibia Holdings Ltd PNH 13.00 13.00 0.00%
Mobile Telecommunication Company MOC 8.00 8.00 0.00%
Alpha Namibia Industries Renewable Power Limited ANE 9.00 9.00 0.00%

Table 2: Primary listed Trades


­­

Name South African Dual Listed Ticker Price Previous Close ‘N$ Price End of Day ‘N$ Daily Change %
Anglo-American plc ANM 723.16 752.88 4.11%
B2Gold Corporation B2G 66.61 66.64 0.05%
Oceana Group Limited OCG 59.90 56.50 -5.68%
Mediclinic International Plc MEP 70.15 69.22 -1.33%
Truworths TRW 58.50 58.05 -0.77%
Nedbank Group Limited NBK 239.88 235.87 -1.67%
Standard Bank Group SNB 185.00 183.00 -1.08%
Shoprite Holdings SRH 237.64 236.31 -0.56%
FirstRand Limited FST 77.75 76.00 -2.25%
Momentum Metropolitan Holdings MMT 17.60 17.49 -0.63%
Old Mutual Ltd OMM 13.97 14.02 0.36%
Sanlam Limited SLA 72.04 72.32 0.39%
Santam Limited SNM 282.56 282.56 0.00%
Vukile Property Fund Limited VKN 13.57 14.18 4.50%
Investec Limited IVD 97.04 97.52 0.49%
PSG Konsult Limited KFS 13.30 13.30 0.00%

Table 3: Dual Listed Trades


Name ETFs Price Previous Close ‘N$ Price End of Day ‘N$ Daily Change %
New Gold Issuer Ltd NM NGNGLD Price Previous Close ‘N$ Price End of Day ‘N$ Daily Change %
New Gold Palladium ETF NGNPLD 259.48 261.48 0.77%
New Gold Platinum ETF N NGNPLT 294.04 314.40 6.92%
New Funds S&P NAM Bond NFNAMA 136.60 139.91 2.42%

Table 4: ETFs


Exchange Rates  
USD/ZAR 14.51
EUR/ZAR 16.20
GBP/ZAR 19.05
EUR/GBP 0.85
EUR/USD 1.11
GBP/USD 1.30
AUD/USD 0.74
USD/JPY 122.07
Commodities  
Gold 1,922.80
Silver 24.74
Platinum 985.15
Palladium 2,254.02
WTI 102.14
Brent 106.73

Table 5: Exchange Rates and Commodities 


Local News

Namibia’s housing crisis is one of epic proportions, compounded by challenges ranging from slow land delivery. High land prices and over-regulation of statutory processes. (Namibian Sun)

Namibian white sugar prices are set to increase by 20% from 7 April 2022, there by adding more pressure on consumers already faced with rising food prices. (New Era Newspaper)

Former defence minister Charles Namoloh expects Swapo’s tradition of elevating vice presidents at this year’s congress- a prediction that is seen as a direct endorsement of the deputy prime minister Nandi-Ndaitwah for the ruling party’s leadership. (The Namibian)

Sub-Sahara News

Material uncertainties, including whether its strategic equity partnership with the Takatso consortium will get the necessary approvals, “may cast significant doubt on the South African Airways (SAA) group’s ability to continue as a going concern”, according to a report by the Auditor-General. (News24)

Ghana will start producing its own COVID-19 vaccines in January 2024, President Nana Akufo-Addo said on Wednesday in his State of the Nation Address in parliament. (CNBC Africa)

Convoys carrying much-needed humanitarian supplies to Ethiopia’s northern Tigray region are still stuck in Semera, the capital of the neighboring Afar, despite Ethiopia’s government declaring a unilateral humanitarian truce on March 24. (All Africa News)

International News

Indian authorities are actively considering dedicated payment mechanisms for trade with Russia to enable existing trade obligations in the wake of sanctions imposed on the Kremlin, a move that will also pave the way for cheaper oil imports to meet the country’s energy demands. (Aljazeera News)

European stocks were steady on Thursday as U.S. President Joe Biden arrived in Brussels for meetings of the NATO alliance. (RTT News)

The Biden administration is considering releasing up to 180 million barrels of oil over several months from the Strategic Petroleum Reserve (SPR), four U.S. sources said on Wednesday, as the White House tries to lower fuel prices. (Reuters)

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