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).
| AFINE - 30/05/2025 |
Afine (ANI) is a real estate investment trust (REIT) formed in 2021 which specialises in acquiring petrol stations. The company acquired 5 petrol stations in February... read more |
| DENEB - 30/05/2025 |
Deneb (DNB) is a 67,8% subsidiary of Hosken Consolidated Investments (HCI), listed on the JSE under specialty financial services. Deneb is an investment holding... read more |
| E-MEDIA - 30/05/2025 |
E-Media Holdings (EMH) owns 67,7% of E-Media Investments which in turn runs ETV and E-News as well as other smaller operations. This company is investing heavily... read more |
| ADCORP - 30/05/2025 |
Adcorp (ADR) is an employment company with subsidiaries operating in South Africa and Australia. Managerially, efforts have been made in (1) defining and focusing... read more |
| LEWIS - 30/05/2025 |
Lewis (LEW) is a retailer of furniture and electrical appliances operating through 840 stores under the Lewis (498 stores), Beares (150 stores), Best Home (170... read more |
| AYO - 30/05/2025 |
AYO is a black-owned technology company that was spun out of AEEI and in which AEEI still holds 49,4%. There were suspicious circumstances with a massive R4,3bn... read more |
| SEAHARVST - 30/05/2025 |
Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It was controlled by Brimstone which had a 54,92% stake. Sea Harvest... read more |
| GTCSA - 30/05/2025 |
GTC is a property group operating in central and Eastern Europe. The company has properties in Poland, Bucharest, Budapest, Belgrade, Sophia and Zagreb. It manages... read more |
| HCI - 30/05/2025 |
Hosken Consolidated Investments (HCI) is a BEE investment holding company owned by the South African Clothing and Textile Workers' Union. It has investments in... read more |
| AME - 30/05/2025 |
African Media Entertainment (AME) is a company which specialises in running radio stations and whose revenue comes principally from advertising on those stations.... read more |
| FRONTIERT - 30/05/2025 |
Frontier Transport (FTH) is a bus company whose major asset is Golden Arrow bus services, but which also owns Sibanye Bus Services, Table Bay Rapid Transit, N2... read more |
| DELTA - 30/05/2025 |
Delta Property (DLT) was a level 2 black empowered real estate investment trust (REIT) with a portfolio valued at R11,3bn and a loan-to-value ratio of 44,3%. Roughly... read more |
| SPAR - 30/05/2025 |
Spar (SPP) runs a chain of supermarkets across Southern Africa with 2402 stores. It also operates the Build-It chain in hardware and building materials and the... read more |
| OMUTUAL - 30/05/2025 |
Old Mutual (OMU) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key... read more |
| BURSTONE - 29/05/2025 |
Burstone (previously Investec Property Fund) is a diversified South African real estate investment trust (REIT) with a R27,2bn portfolio with 92 properties in... read more |
| TSOGO-SUN - 29/05/2025 |
Tsogo (TSG) is a gaming, hotel and entertainment business which has split into separate gaming and hotel businesses in order to unlock shareholder value and to... read more |
| EMIRA - 29/05/2025 |
Emira Property (EMI) is a real estate investment trust (REIT) which has substantial exposure to the South African economy through its office properties. It owns... read more |
| HOMCHOICE - 29/05/2025 |
Homechoice (HIL) is South Africa's largest home shopping retailer operating through two divisions - retail and financial services. It offers a broad range of home... read more |
| TIGBRANDS - 29/05/2025 |
Tiger Brands (TBS) is a massive, diversified food producer and marketer in South Africa. It produces and sells such well-known brands at Jungle Oats, Tastic Rice,... read more |
| REUNERT - 29/05/2025 |
Reunert (RLO) is a company involved in electrical appliances, electrical engineering, and information communications. The company has been in existence for 130... read more |