Jono Shapiro

Protecting your financial risk and creating wealth.

[Jono Shapiro @JonoShapiro]

@CityPowerJhb Dear , your City Power call ref is CPWEB4792957 for account https://t.co/UP3T5zkBsV
Please can I get a response to the power outage in Norwood!!

[Jono Shapiro @JonoShapiro]

@CityPowerJhb Any ETR on this yet?

[Jono Shapiro @JonoShapiro]

.@CityPowerJhb any update for Norwood outage???

[Jono Shapiro @JonoShapiro]

Dear , your City Power call ref is CPWEB4792957 for account 555927138 https://t.co/UP3T5zk3Dn

[Jono Shapiro @JonoShapiro]

@CityPowerJhb no power in Norwood. Seems to be an area outage???

[Jono Shapiro @JonoShapiro]

@EdwardthembaSa 🤣🤣

[Cratos Asset Management @CratosAM]

SA's factory prices 🛠️ rose 0.7% year-on-year in December, vs Bloomberg estimates for a 0.8% rise.

On a monthly basis, producer prices advanced 0.2% from being flat November, & vs forecasts for 0.1% gain.

Contributors (y/y)

• Food, beverages, & tobacco (+4.2% & contributing 1.2%)
• Textiles, clothing and footwear (+5.8% & contributing 0.3%)
• Metals, Machinery & computing (+2.4% contributing 0.3%)
• Coke, Petrol & Plastic (-4.7% & contributing -1.1%)

[Jono Shapiro @JonoShapiro]

.@JHBWater there’s no water in Norwood. Please provide ETR.

[Jono Shapiro @JonoShapiro]

@JustABlackPug Drunk

[Jono Shapiro @JonoShapiro]

@JHBWater no water in Norwood.
Please assist asap. Ref: 405063405

[Jono Shapiro @JonoShapiro]

@the_gregdavies @Sixty60_Tweets I would check with the boys downstairs
🍺

[The Real KING OF THE JUNGLE @EdwardthembaSa]

I’m putting my head on the Block:
Our Beautiful Country doesn’t need Black,White,Indian or other Race..We need a Government that will Create Jobs,keep us Safe,Protect Women and Children,Build Strong Infrastructure,Stop Appointing idiots at Top SOE positions.Look after It’s Citizens..That’s all we need.

[Jono Shapiro @JonoShapiro]

@JHBWater no water in Norwood. Any ETR on this?

[Jono Shapiro @JonoShapiro]

@JHBWater no water Dorothy Rf Norwood. Ref 404680651

[Jono Shapiro @JonoShapiro]

@JHBWater no water in Dorothy Rd Norwood.

[Jono Shapiro @JonoShapiro]

@JHBWater no water in Dorothy Rd Norwood.

[Cratos Asset Management @CratosAM]

SA’s consumer price inflation 📈 was +4.8% y/y in August from +4.7% in July. (In-line)

📦 Goods +5.6% (5.5% in July)
💼 Services +4% (unchanged)

On a m/m basis CPI rose 0.3%.

Main contributors:

🥤 Food & non-alcoholic beverages (+8% y/y & contributing 1.4% to the overall print). On a positive note, it was flat m/m.

💦 Housing & utilities (+5.5% y/y & adding 1.3%). This was largely due to a +2.4% increase in water and other services.

[Cratos Asset Management @CratosAM]

SA recorded a R16bn trade surplus in July with exports +4.6% m/m to R174bn.

Mineral products (coal) ⛏️ export, the largest sub-group, +2.3% m/m to R41.9bn.

Precious metals 🪙, the 2nd largest group, +2.7% m/m to R31.4bn.

Noteworthy:

• Vehicle & equipment + 61% m/m (R25.6bn)
• Vegetable products +16.9% m/m (R15.1bn)

YTD-July 2023

Export revenues +1.5% y/y to R1.2tn, with mineral products -3.4% y/y to R310bn.

Precious metals -16% y/y to R221bn.

Encouragingly, base metals (3rd largest group) +9.6% y/y to R133bn & vehicles 🚘 (4th largest) +20% y/y to R128bn.

[Cratos Asset Management @CratosAM]

SA's July consumer inflation fell to a lower-than-expected 4.7% vs June's 5.4% - the lowest level in over two years. 📉

On a m/m basis CPI +0.9% vs +0.2% m/m in June, as electricity rose +14.2%. 💡

🚗 Transport -2.6% y/y (fuel prices -16.8%) but
was +0.3% m/m.
🍏 Food inflation still elevated at +10% y/y, but only rose +0.2% m/m.
🍟 Processed foods +10.5% y/y, breads & cereals +13.1% and unprocessed foods +9.5%.

[Cratos Asset Management @CratosAM]

Total income from hotels 🏨 (current prices) +33% y/y in June to R2.5bn. In Q2, income +31.6% y/y via @StatsSA.

June hotel revenue breakdown:

- Accommodation income +33% y/y to R1bn
- Restaurants & bar sales +27% y/y to R477m
- Other +2% y/y to R1.07bn

Occupancy ✅ rates rose to 36.8% y/y in June but remains well below 44% in June 2019 pre-Covid.