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).
| CASHBIL - 25/04/2025 |
Cashbuild (CSB) is the largest retailer in Southern Africa of building materials and related hardware, concentrating on the home improvements market. In the currently... read more |
| KUMBA-IO - 25/04/2025 |
Kumba (KIO) is a highly successful iron mining operation which is owned (79%) and controlled by Anglo American. The share price fell to as little as R223 in March... read more |
| AMPLATS - 25/04/2025 |
Anglo American Platinum (AMS), or Amplats, is the second largest platinum producing company in the world (after Sibanye), producing a large portion of the world's... read more |
| ZEDER - 25/04/2025 |
Zeder (ZED) is PSG's listed, 43,7%-held, investment holding company in agriculture. Zeder sold its stake (28,6%) in Pioneer Foods (PFG) with a sum-of-the-parts... read more |
| CAPITEC - 24/04/2025 |
Capitec Bank (CPI), now the country's largest bank by customer numbers (21,1m), was launched by PSG, and has been a major disrupter in the South African banking... read more |
| AFRIMAT - 24/04/2025 |
Afrimat (AFT) is an open-pit mining company that supplies composites, construction materials and other commodities to a range of industries in Southern Africa.... read more |
| QUILTER - 24/04/2025 |
Quilter Plc (QLT) is a company spun out of Old Mutual as part of that group's "managed separation" process. It was admitted to trading on the London Stock Exchange... read more |
| ASPEN - 24/04/2025 |
Aspen (APN) is a pharmaceutical company which trades in 150 countries in a wide range of specialty and branded products aimed at a range of acute and chronic medical... read more |
| ALPHAMIN - 23/04/2025 |
Alphamin (APH) is a tin mining and exploration company operating out of Mauritius. Its primary asset is just over 80% of Alphamin Bisie Mining which has a tin... read more |
| CORONAT - 23/04/2025 |
Coronation (CML) is one of South Africa's largest asset managers and the only one listed on the JSE. Founded in 1993, the company grew very well until 2015. At... read more |
| OASIS - 23/04/2025 |
Oasis (OAS) is a property company that manages various properties applying the principles of Islamic finance. It also manages institutional investments and retirement... read more |
| BHP - 21/04/2025 |
BHP is a world-wide commodities company with its headquarters in Melbourne, Australia. It processes minerals, oil and gas and it has 62000 employees, mostly in... read more |
| MERAFE - 21/04/2025 |
This is a ferrochrome operation controlled by Glencore which operates mines, furnaces and smelters in Mpumalanga and Limpopo. The Glencore-Merafe joint venture... read more |
| SOUTH32 - 21/04/2025 |
South 32 (S32) was spun out of BHP Billiton in 2015 and contained all of BHP's South African coal assets. It is, in its own right, a diversified miner of base... read more |
| SASOL - 21/04/2025 |
Sasol (SOL) is a massive international chemicals and energy company which has its roots in the oil-from-coal technology developed during the apartheid era in South... read more |
| PSG-KST - 17/04/2025 |
PSG Fin (previously PSG Konsult) is a well-established financial services group which grew out of PSG's stockbroking business and which now offers a wide range... read more |
| JUBILEE - 17/04/2025 |
Jubilee Metals Group (JBL) is a diversified metals recovery company which re-processes mine waste and surface materials. It is listed both on the London AIM market... read more |
| ARCMITTAL - 17/04/2025 |
ArcelorMittal (ACL) is South Africa's largest steel producing company. It has survived where companies like Highveld Steel have disappeared. Arguably, ArcelorMittal... read more |
| CLICKS - 17/04/2025 |
Clicks (CLS) describes itself as a retail-led healthcare group. It incorporates Clicks, GNC and The Body Shop. Clicks has 782 stores of which 585 include pharmacies... read more |
| QUANTUM - 16/04/2025 |
Quantum (QFH) is in the chicken business. It has four divisions - Animal feeds, eggs and layers, broilers and an African division where it sells related products.... read more |