DOW JONES JSE ALL SHARE S&P JSE RESOURCES

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1 05 December INDEX PTS % INDEX / COMMODITY PTS % DOW JONES JSE ALL SHARE S&P JSE RESOURCES NASDAQ COMPOSITE JSE FINANCIALS FTSE JSE INDUSTRIALS NIKKEI GOLD AT 07H VIX VOLATILITY INDEX PLATINUM AT 07H US EQUITIES US stocks fell from record levels, led by energy shares, as Mario Draghi s remarks on European Central Bank stimulus disappointed investors before a report on the American labour market. Chevron Corp. slid 1.3% as energy shares tumbled the most among groups in the Standard & Poor s 500 Index. Microsoft Corp. rose 1.6% as Barnes & Noble Inc. said it will buy back the company s stake in its Nook business. The Standard & Poor s 500 fell 0.1% to 2, The Dow Jones Industrial Average lost points, or less than 0.1%, to 17, About 6.1 billion shares changed hands, 9.6% below the three-month average. US ECONOMY U.S. retailers posted November same-store sales that exceeded analysts estimates as early discounts prompted consumers to start spending for the holiday season. Jobless claims decreased by 17,000 to 297,000 from 314,000 in the prior period. 1

2 EUROPEAN AND ASIAN EQUITIES European shares sank on Thursday after the European Central Bank stuck to its line that it will decide early next year whether further measures are needed to boost the euro zone economy, sparking a bout of profit-taking. However, Europe's 'fear gauge', the Euro STOXX 50 Volatility Index, fell 3.6% showing no rise in investor risk aversion despite the market sell-off. Airlines also gained ground with Air France-KLM up 1.6% and Deutsche Lufthansa up 1.1%. Germany s DAX Index slid 1.21% and France s CAC 40 Index dropped 1.55%. The U.K. s FTSE 100 Index lost 0.55%. Asia s regional benchmark index was little changed ahead of a monthly U.S. jobs report. Materials shares led declines, while consumer companies advanced. Currently (06h30 SA Time) the Nikkei 225 is trading 0.06% lower at 17,876, the Hang Seng is 0.73% higher at 24,007 and the Shanghai is 0.63% lower at 2,881. The ASX 200 is trading 0.82% lower at 5,324. CURRENCIES The US dollar headed for a seventh weekly gain, after rising above 120 Yen yesterday for the first time since July The Dollar gained 0.2% to 120 Yen having risen 1.2% this week. It strengthened to yesterday, the highest since July The US currency was little changed at $ per Euro after climbing to $ yesterday, the strongest since August The Euro gained 0.2% to Yen. The Rand is trading at R11.21 to the USD, R13.88 to the Euro and R17.54 to the Pound. COMMODITIES Brent extended losses from a four-year low as Saudi Arabia offered customers in Asia record discounts on its crude, bolstering speculation its defending market share. Futures fell as much as 0.7% in London and are headed for a second weekly decline. State-run Saudi Arabian Oil Co. cut its differential for Arab Light sales to Asia next month to $2 a barrel below a regional benchmark, the lowest in the least 14 years. U.S. oil production expanded to 9.08 million barrels a day through Nov. 28, the fastest rate in weekly records that started in January Copper gained for the first time in three days on signs that demand will stay robust in the U.S. and China. Nickel reached a nine-week high. Gold is currently trading at $1,203.40, Platinum at $1, and Brent Crude spot is $ JSE The JSE s All Share Index fell 0.93% to 49, points in what was an extremely volatile session. Resources stocks such as Anglo American, Kumba Iron Ore and BHP Billiton took the biggest hit. Shoprite was the only bluechip company that made headlines by revealing plans to open a Debonairs Pizza restaurant in Angola in January 2

3 next year. Africa s largest grocer said it intended to set up Debonairs Pizza outlets alongside its Hungry Lion chicken chain across the continent to exploit further growth opportunities. Shoprite closed 2.47% lower at R Bell Equipment extended losses, dropping a further 3.24% to R Naspers dropped 2.38% to R1,475 and private schools group Curro jumped 3.07% to R JSE TODAY With mixed Asian markets and negative European Futures we expect our market to open lower. QUOTE OF THE DAY A person who feels appreciated will always do more than what is expected. Unknown 3

4 KEY INDICATORS 04/05 December 2014 LAST PREV CLOSE CHG. CHG. CLOSE PREV YEAR YTD CHG. YTD CHG. PE Mean PE PTS. % % LAST 12 % US $ RATIO LOCAL MTHS DOW JONES reference S&P reference NASDAQ reference MSCI WORLD $ FTSE reference FRANKFURT DAX reference NIKKEI reference HANG SENG reference AUSTRALIA ALL ORDINARIES JSE ALL SHARE JSE RESOURCES JSE FINANCIALS JSE INDUSTRIALS GOLD PRICE $/OZ PLATINUM PRICE $/PZ BRENT CRUDE OIL $/BARREL RAND/$ RAND/ RAND/ $/

5 ALL SHARE TOP 40 INDEX - DAY'S MOVES (AND YEAR TO DATE) SHARE LAST PREV. CH. YTD CH. SHARE LAST PREV. CH. YTD CH. ANGLO AMERICAN PLC % -1.9% LIFE HEALTHC GRP HLDGS L % -0.6% ANGLO AMERICAN PLAT LTD % -12.3% MEDICLINIC INTERNAT LTD % 23.3% ANGLOGOLD ASHANTI LTD % -18.1% MONDI LTD % 6.4% ASPEN PHARMACARE HLDGS L % 48.9% MONDI PLC % 5.7% ASSORE LTD % -52.2% MR PRICE GROUP LTD % 39.5% BARCLAYS AFRICA (ABSA) % 34.2% MTN GROUP LTD % 0.5% BHP BILLITON PLC % -19.1% NEDCOR % 13.3% BRITISH AMERICAN TOB PLC % 16.9% NASPERS LTD -N % 34.6% BIDVEST LTD % 6.8% OLD MUTUAL PLC % 5.5% CAPITAL&COUNTIES PROP PL % 14.9% REINET INV SOC ANON % 26.1% COMPAGNIE FIN RICHEMONT % 0.4% REMGRO LTD % 16.6% DISCOVERY % 30.4% RMB HOLDINGS LTD % 26.1% EXXARO RESOURCES LTD % -27.2% SABMILLER PLC % 11.3% FIRSTRAND % 34.6% STANDARD % 7.0% GROWTHPOINT PROP LTD % 9.8% STEINHOFF INT HLDGS LTD % 30.7% IMPALA PLATINUM HLGS LTD % -35.8% SHOPRITE HOLDINGS LTD % -5.0% INVESTEC LTD % 34.2% SANLAM % 26.6% INVESTEC PLC % 32.1% SASOL LIMITED % -15.7% IMPERIAL HOLDINGS LTD % -4.1% TIGER BRANDS LTD % 36.3% INTU PROPERTIES PLC % 12.3% VODACOM GROUP LTD % -0.8% KUMBA IRON ORE LTD % -42.8% WOOLWORTHS HOLDINGS LTD % 4.4% 5

6 MID CAP INDEX - DAY'S MOVES (AND YEAR TO DATE) PREV. PREV. SHARE LAST CH. YTD CH. SHARE LAST CH. YTD CH. ARCELORMITTAL SA LIMITED % -31.0% MURRAY & ROBERTS HLDGS % -25.8% AVENG GROUP LIMITED % -37.3% NEW EUROPE PROP INV PLC % 34.6% ALLIED ELECTRONICS CORP % -28.2% NORTHAM PLATINUM LTD % -18.8% ALLIED ELEC CORP N % -28.2% NAMPAK LTD % 0.0% AECI LIMITED % 6.2% NETCARE LIMITED % 41.0% ALEXANDER FORBES GRP HLD % 16.8% OCEANA GROUP LTD % 21.9% ADCOCK INGRAM HLDGS LTD % -27.7% OMNIA HOLDINGS LTD % -10.3% AFRICAN RAINBOW MIN LTD % -34.6% PIONEER FOODS GROUP LTD % 55.2% ATTACQ LIMITED % 26.1% PIK N PAY STORES LTD % -0.4% AVI LTD % 30.0% PPC LIMITED % -19.5% BRAIT SE % 40.4% PSG GROUP LTD % 36.5% BARLOWORLD LTD % 0.7% ROYAL BAFOKENG PLATINUM % -8.5% CLICKS GROUP LTD % 20.5% RCL FOODS LIMITED % -1.1% CORONATION % 36.6% REDEFINE PROPERTIES LTD % 4.3% CAPITAL PROPERTY FUND LT % 17.7% RESILIENT PROP INC FUND % 55.4% CAPITEC/PSG % 45.5% REUNERT LTD % -11.5% DATATEC LTD % 4.5% RAND MERCHANT INS HLDGS % 49.7% EOH HOLDINGS LTD % 41.3% REDEFINE INTERNATIONAL P % -11.3% FORTRESS INC FUND LTD A % 10.2% SAPPI LTD % 19.7% FOUNTAINHEAD PROP TRUST % 8.5% SIBANYE GOLD LIMITED % 67.1% GOLD FIELDS LTD % 48.6% SANTAM % 16.1% GRINDROD LTD % -18.7% THE SPAR GROUP LTD % 13.6% HARMONY GM CO LTD % -24.0% SUN INTERNATIONAL LTD % 30.5% HOSKEN CONS INV LTD % 12.1% THE FOSCHINI GROUP LIMIT % 49.2% HYPROP INV LTD % 24.4% TELKOM SA SOC LTD % 150.0% ILLOVO SUGAR LTD % -9.9% TONGAAT HULETT LTD % 35.4% KAP INDUSTRIAL HLDGS LTD % 28.1% TRENCOR LTD % -2.9% LIBERTY % 5.1% TRUWORTHS INT LTD % 0.2% LONMIN PLC % -40.9% TSOGO SUN HOLDINGS LTD % 6.6% MMI HOLDINGS % 21.7% WILSON BAYLY HLM-OVC LTD % -18.8% MASSMART HOLDINGS LTD % 8.5% 6

7 SMALL CAP INDEX - DAY'S MOVES (AND YEAR TO DATE) SHARE LAST PREV. CH. YTD CH. SHARE LAST PREV. CH. YTD CH. ACUCAP PROPERTIES LTD % 15.6% HUDACO INDUSTRIES LTD % -8.9% ADVTECH LTD % 40.0% HOSPITALITY PROP FUND A % 2.8% ADCORP HOLDINGS LIMITED % 4.9% HOSPITALITY PROP FUND B % -63.8% AFRIMAT LIMITED % 35.2% HOLDSPORT LIMITED % 1.8% AFRICAN OXYGEN LIMITED % -24.5% HOWDEN AFRICA HLDGS LTD % -11.1% ASCENSION PROP LTD A % 18.0% INVESTEC PROPERTY FUND L % 12.5% ASCENSION PROP LTD B % -8.0% INVICTA HOLDINGS LTD % -18.1% AQUARIUS PLATINUM LTD % -31.0% JSE LTD % 25.9% ASTRAL FOODS LTD % 66.3% PSG KONSULT LIMITED % -8.9% ASCENDIS HEALTH LTD % 44.2% LEWIS GROUP LTD % 16.0% ARROWHEAD PROPERTIES A % 28.9% METROFILE % 1.5% ARROWHEAD PROPERTIES B % 28.8% MPACT LIMITED % 30.9% BUSINESS CONNEXION GRP L % 14.8% METAIR INVESTMENTS LTD % -15.3% BELL EQUIPMENT LTD % -47.8% NIVEUS INVESTMENTS LTD % 69.5% BLUE LABEL TELECOMS LTD % 6.5% NET 1 UEPS TECH INC % 46.8% BRIMSTONE INV CORP LTD-N % 10.7% OCTODEC INVEST LTD % 21.0% CONS INFRASTRUCTURE GRP % 30.3% PAN AFRICAN RESOURCE PLC % -6.3% CITY LODGE HOTELS LTD % -10.5% PALLINGHURST RES LTD % 45.1% CLIENTELE LTD % 34.7% PEREGRINE HOLDINGS LIMIT % 43.6% CLOVER INDUSTRIES LTD % 6.0% PINNACLE HLDGS LTD % -50.8% CURRO HOLDINGS LIMITED % -4.7% QUANTUM FOODS HLDGS LTD % -44.6% CASHBUILD LTD % 9.8% RAUBEX GROUP LTD % -0.5% CAPEVIN HOLDINGS LTD % 5.4% REBOSIS PROPERTY FUND LT % 4.8% DELTA PROPERTY FUND LTD % -0.6% SA CORP REAL ESTATE FUND % 16.5% ELLIES % -79.7% SUPER GROUP LTD % 31.6% EMIRA PROPERTY FUND % 18.1% STEFANUTI STCK HLDGS LTD % -35.6% EQSTRA HOLDINGS LTD % -53.4% SPUR CORPORATION LTD % 2.4% FAMOUS BRANDS LTD % 10.7% TRANSACTION CAPITAL % 48.3% FINBOND GROUP LTD % 6.7% TIMES MEDIA GROUP LTD % -7.1% GRAND PARADE INV LTD % 49.2% VUKILE PROPERTY FUND LTD % 7.8% GROUP FIVE LTD % -31.9% ZEDER INV LTD % 61.6% 7

8 BANK & OTHER PREFERENCE SHARES INVESTEC INVESTEC INVESTEC STANDARD FIRSTRAND NEDBANK BANK LIMITED PLC ( ) ** BANK BANK ABSA Share code NBKP INLP INPR INPP SBPP FSRP ABSP Issue price c ( * ' p) Yield on issue price as % of prime Prime % ( ** UK Base rate) ** Yield on issue price % Annual dividend Current market price c Approximate days of dividend accrued Approximate dividend accrued c Calculated ex-dividend price Yield on calculated ex-dividend price Yield as % of prime Last dividend amount c LDT 22-Aug-14 6-Jun-14 6-Jun-14 6-Jun Aug Aug-14 5-Sep-14 Payment date 1-Sep Jun Jun Jun-14 8-Sep Aug Sep-14 Approx. next LDT date 13-Mar Nov Nov Nov Mar Feb Mar-15 Approx. next payment date 24-Mar Dec Dec Dec-14 7-Apr Feb-15 7-Apr-15 ** UK Base rate 8

9 BANK & OTHER PREFERENCE SHARES IMPERIAL HOLDINGS PSG CAPITEC SASFIN STEINHOFF GRINDROD NETCARE ASTRAPAK Share code IPLP PGFP CPIP SFNP SHFF GNDP NTCP APKP Issue price c Yield on issue price as % of prime Prime % Yield on issue price % Annual dividend Current market price c Approximate days of dividend accrued Approximate dividend accrued c Calculated ex-dividend price Yield on calculated ex-dividend price Yield as % of prime Last dividend amount c LDT 18-Sep Sep Sep Sep Oct Sep Oct Oct-14 Payment date 29-Sep Sep Sep-14 6-Oct Oct Sep-14 3-Nov Oct-14 Approx. next LDT date 26-Feb Mar Mar Mar Apr Mar Apr Apr-15 Approx. next payment date 20-Mar Mar Mar-15 7-Apr Apr Mar May-15 5-May-15 9

10 BANK & OTHER PREFERENCE SHARES DISCOVER Y BRAIT INVICTA Share code DSBP BATP IVTP Issue price c Yield on issue price as % of prime Prime % Yield on issue price % Annual dividend Current market price c Approximate days of dividend accrued Approximate dividend accrued c Calculated ex-dividend price Yield on calculated ex-dividend price Yield as % of prime Last dividend amount c LDT 12-Sep Jun Jun-14 Payment date 22-Sep Jun Jun-14 Approx. next LDT date 7-Mar Nov Nov-14 Approx. next payment date 17-Mar-15 2-Dec-14 2-Dec-14 DISCLAIMER This document is not intended to constitute financial advice. You are urged to seek financial advice from a registered financial advisor. Should you not have a financial advisor, we can make one available to you. 10