List of Opinions
The PDSnet opinions give a current overview of every listed company and are updated in response to messages on the Stock Exchange News Service (SENS), ur own in-house analysis and articles appearing in the media.
Each opinion gives the company’s nature of business, a summary of its most recent financial statements, a view of its technical (charting) position and our opinion as to its value at the current market price.
The Opinions are updated for interim and final reports as well as quarterlies, trading statements and trading updates. They cover every share listed on the Johannesburg Stock Exchange (JSE).
| PHP - 08/07/2025 |
Primary Healthcare Properties is a real estate investment trust (REIT) which owns a portfolio of 516 healthcare properties in the UK worth GBP2,8bn. The company... read more |
| REINET - 07/07/2025 |
Reinet (RNI) is an investment holding company whose main asset for many years was a stake in British American Tobacco (BAT). In its financial results for the year... read more |
| HUDACO - 06/07/2025 |
Hudaco (HDC) is an importer and supplier of "...automotive, industrial and consumer products" mostly in Southern Africa. Its business has two sides (1) supplying... read more |
| BYTES - 03/07/2025 |
Bytes Technology was spun out of Altron and separately listed on the London Stock Exchange (LSE) and the JSE. At listing it had a market capitalisation of about... read more |
| NUMERAL - 02/07/2025 |
Previously known as "Go Life International" (GLI), Numeral is a company listed in Mauritius with a secondary listing on the JSE's Alt-X market. Its focus is in... read more |
| SHUKA MINERALS - 02/07/2025 |
Shuka Minerals PLC, formerly Edenville Energy, is a junior mining company with a focus on coal and copper assets. It has recently done a secondary listing... read more |
| ACSION - 02/07/2025 |
Acsion (ACS) is a real estate investment trust (REIT) with properties mainly in the retail sector. The portfolio is worth R8,3bn with a gross lettable area (GLA)... read more |
| CILOCYBIN - 01/07/2025 |
Cybin is a company which focuses on the production and marketing of medical cannabis. It was listed in the Alt-X of the JSE 25th June 2024 as a special purpose... read more |
| COPPER360 - 01/07/2025 |
Copper 360 describes its business as follows, "The Copper 360 business is focused on (a) processing historical mined copper rock dumps through a process of... read more |
| SPEARRIT - 01/07/2025 |
Spear (SEA) is a real estate investment trust (REIT) which specialises in properties in and around Cape Town. It was started by Mike Flax and the CEO is Quintin... read more |
| VISUAL - 01/07/2025 |
Visual International Holdings (VIS) is a small, cash-strapped property development company operating in the Cape Town area. The company announced on 2nd July 2018... read more |
| MAS - 01/07/2025 |
MAS (MSP) is a real estate investment trust (REIT) which invests in office, commercial, logistics, retail, and hospitality properties in Europe and the UK. This... read more |
| SEPHAKU - 01/07/2025 |
Sephaku (SEP) is a construction materials business in South Africa which supplies ready-mixed cement products and cement to the construction industry. The group... read more |
| RESILIENT - 01/07/2025 |
The Resilient group of companies (Resilient, Lighthouse - previously Greenbay, Rockcastle and Fortress) used to be the high-flyers of the property sector until... read more |
| LIGHTHCAP - 01/07/2025 |
Lighthouse Capital (LTE) (previously Greenbay) was one of the Resilient group of REIT's (real estate investment trusts) along with Resilient itself, Rockcastle... read more |
| NICTUS - 01/07/2025 |
Nictus (NCS) is a furniture and electrical appliance retailer with three stores in South Africa. It also sells short-term insurance through Corporate Guarantee.... read more |
| EXXARO - 01/07/2025 |
Exxaro (EXX) is a BEE coal company with interests in iron and heavy minerals. It has interests in Australia, America and Europe. It is a provider of coal to Eskom's... read more |
| INVICTA - 01/07/2025 |
The Invicta Group consists of five operational segments, namely: 1. Replacement parts, Services, & Solutions: Industrial; 2. Replacement parts, Services &... read more |
| CROOKES - 29/06/2025 |
Crookes Brothers (CKS) is an agricultural and property company which was formed in 1913 and listed on the JSE in 1948. The company produces sugar cane, bananas,... read more |
| MARSHALL - 29/06/2025 |
Marshall (MMP) say the following about their business: "Based in the UK, with strategically located offices, globally, Marshall Monteagle PLC is a diversified... read more |