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).
| ALPHAMIN - 04/12/2025 |
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 mine in the DRC. The company claims... read more |
| NEDBANK - 04/12/2025 |
Nedbank (NED) is the smallest of South Africa's five big banks with a client base of just over 8 million. It has (10-10-18) separated from Old Mutual (which is busy selling its remaining stake).... read more |
| SABCAP - 04/12/2025 |
Sabvest Capital (SBV) is an investment holding company which listed on the JSE in 1988. Previously, the company had both ordinary and "N" shares which were very thinly traded. To rectify this... read more |
| ARAXI - 03/12/2025 |
Araxi (Previously Capital Appreciation) is a fintech company operating in South Africa, the UK, the USA, Europe and the rest of Africa. The company offers payments... read more |
| SHBCAP - 03/12/2025 |
Shaftesbury Capital is a real estate investment trust (REIT) which invests in properties in London's West End including Covent Garden, Carnaby, Chinatown and Fitzrovia.... read more |
| ITLTILE - 03/12/2025 |
Italtile (ITE) is a franchisor of tiles, sanitary ware, flooring, and home finishing products - which it manufactures and wholesales itself. The company is controlled... read more |
| FIRSTRND - 03/12/2025 |
FirstRand (FSR) has five divisions - First National Bank (FNB), Rand Merchant Bank (RMH), WesBank, Ashburton (in the UK) and Aldermore. It operates in 10 African countries, has platforms in Africa,... read more |
| RESILIENT - 03/12/2025 |
The Resilient group of companies (Resilient, Lighthouse - previously Greenbay, Rockcastle and Fortress) used to be the high-flyers of the property sector until the beginning of 2018 when a damning... read more |
| HYPROP - 02/12/2025 |
Hyprop (HYP) is a leading property real estate investment trust (REIT) that specialises in high-quality shopping malls in South Africa and some interests in Eastern... read more |
| EQUITES - 02/12/2025 |
Equites (EQU) is the only real estate investment trust (REIT) on the JSE which specialises in industrial logistics and distribution properties in South Africa... read more |
| THARISA - 02/12/2025 |
Tharisa (THA) is a mining company that mines and beneficiates platinum group metals (PGMs) and chrome. The company is listed in London and on the JSE. The Tharisa... read more |
| STANBANK - 02/12/2025 |
Standard Bank (SBK) is 160 years old and is South Africa's second largest bank by market capitalisation - after First National Bank. It has widespread interests... read more |
| FTBPROPB - 02/12/2025 |
Fairvest (FTB) is a real estate investment trust (REIT) which specialises in investing in smaller rural and non-urban shopping centers that are focused on consumers... read more |
| GTCSA - 02/12/2025 |
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 |
| LIGHTHCAP - 02/12/2025 |
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 |
| AFORBES - 02/12/2025 |
Alexander Forbes (AFH) is a financial services company offering asset management, insurance, healthcare, retirement, consulting, and wealth management to both... read more |
| ACCPROP - 02/12/2025 |
Accelerate Property (APF) is a real estate investment trust (REIT) which has 56 properties valued at R12,7bn, split 70% retail, 15% office and 15% industrial across... read more |
| PRIMESERV - 02/12/2025 |
Primeserv (PMV) describes itself as a "...provider of integrated business support services focused on providing client-centric human capital services, spanning... read more |
| CASTLVIEW - 02/12/2025 |
Castleview (CVW) is a real estate investment trust that owns two properties - a shopping mall in Port Elizabeth in the Eastern Cape, "Pier 14" which the company... read more |
| NUTUN - 02/12/2025 |
Nutun (previously Transaction Capital - TCP) is a company which has two divisions - minibus taxis and risk services. It has unbundled and separately listed WeBuyCars... read more |