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).
| PROSUS - 17/07/2025 |
On 11th September 2019, Naspers (NPN) separately listed Prosus (PRX) on the Euronext in Amsterdam to house all its international assets including its stake in... read more |
| VISUAL - 17/07/2025 |
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 |
| MPACT - 17/07/2025 |
Mpact (MPT) is a large producer of paper and plastics packaging in Southern Africa. It recycles paper and cardboard and makes corrugated cardboard containers for... read more |
| NINETY-1L - 17/07/2025 |
Ninety-One is an asset management company spun out of Investec and separately listed on Monday 16th March 2020. The listing occurred just as the corona epidemic... read more |
| ANGGOLD - 17/07/2025 |
Anglogold Ashanti (ANG) is an international gold producer which used to have operations in South Africa (the last of which, Mponeng, has now been sold), and still... read more |
| RICHEMONT - 17/07/2025 |
Richemont (CFR) is the world's second-largest supplier of luxury goods controlled by the Rupert family in Stellenbosch. Its sales are entirely located overseas... read more |
| THARISA - 10/07/2025 |
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 |
| ORIONMIN - 09/07/2025 |
Orion Minerals (ORN) is an Australian exploration company which is listed on the JSE (September 2017) and on the Australian Stock Exchange in Sydney. It is trying... read more |
| 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 |
| 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 |