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).
| SEPHAKU |
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 |
| SAFARI |
Safari (SAR) is a real estate investment trust (REIT). The company owns 7 operational properties in South Africa - 8 retail outlets and one day-care center with... read more |
| IMBALIE |
Imbalie (ILE) is a beauty franchisor which operates through 150 salons and retailers. It sells its own health and beauty brands. It has 3 types of franchises -... read more |
| PPC |
PPC is a leading manufacturer and supplier of cement, aggregates, ready-mix, lime, limestone and fly-ash in Africa. It has eleven cement factories in South Africa,... read more |
| STADIO |
Stadio (SDO) is a tertiary education institution that offers a wide range of post-school training. The company offers higher education through five universities... read more |
| OANDO |
Oando (OAO) is an oil and gas company located primarily in Nigeria. It has listings on both the JSE and the Nigerian stock exchange. The problem with a share like... read more |
| BRAIT |
Brait (BAT) is an investment holding company which owns 78% of Virgin Active, 93,7% of Premier and 18,5% of New Look (a clothing retailer in the UK). It sold its... read more |
| ETHOSCAP |
Ethos Capital Partners (EPE) is a private equity fund (PEF), incorporated in Mauritius, which invests into unlisted companies for long-term capital appreciation... read more |
| SEREIT |
Schroder European Real (SCD), Sereit, is a real estate investment trust (REIT) which invests in properties in Europe. The company listed in London and on the JSE... read more |
| ABSAGROUP |
ABSA (ABG) is one of the largest banking groups operating in Africa. It has well-established branches in 12 African countries and representative offices in at... read more |
| CITYLDG |
City Lodge (CLH) runs a group of about 62 hotels in six African countries, with most of its business in South Africa. It is primarily aimed at the business traveler... read more |
| MAS |
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 |
| OMNIA |
Omnia (OMN) is a diversified chemicals company supplying products to the agricultural, chemicals and mining industries in South Africa and 48 other countries.... read more |
| STOR-AGE |
Stor-age (SSS) is the JSE's only real estate investment trust (REIT) which specialises in buying and running domestic storage facilities in all major South African... read more |
| DISCOVERY |
Discovery (DSY), developed and built by Adrian Gore over the past 25 years, offers the A/B income group of people a matrix of financial services which are inter-linked... read more |
| GEMFIELDS |
The Gemfields Group (GML) (previously Palinghurst Group) is a mining group that has two major projects: (1) Kagem, the world's largest producer of emeralds (in... read more |
| MARSHALL |
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 |
| GLENCORE |
Glencore (GLN) describes itself as, "...one of the world's largest global diversified natural resource companies and a major producer and marketer of more... read more |
| NOVUS |
Novus (NVS) is South Africa's largest printing company with 11 printing plants. Until recently, it had the monopoly contract to do all of Media24's printing. With... read more |
| GRANPRADE |
Grand Parade Investments (GPL) is an investment holding company with interests in the gaming industry. The company is a BEE company which was listed on the JSE... read more |