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).
| PEPKORH - 04/02/2025 |
Pepkor Holdings (Pep) (PPH), previously known as Pep, is 71,01% owned by Steinhoff International. With the collapse of the Steinhoff group following admissions... read more |
| MPACT - 04/02/2025 |
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 |
| ARCMITTAL - 04/02/2025 |
ArcelorMittal (ACL) is South Africa's largest steel producing company. It has survived where companies like Highveld Steel have disappeared. Arguably, ArcelorMittal... read more |
| VODACOM - 04/02/2025 |
Vodacom (VOD) is South Africa's largest airtime and data provider for cell phones. It is a subsidiary of the international company Vodaphone. Its competitors are... read more |
| HARMONY - 04/02/2025 |
Harmony (HAR) was probably South Africa's most marginal gold mine until it got Mponeng gold mine working effectively. The development of this mine and its processing... read more |
| SOUTH-PD - 03/02/2025 |
An Australian palladium mining company with a secondary listing on the JSE. South PD owns 70% of a South African company called "Miracle upon Miracle" (MUM). In... read more |
| TRUWTHS - 03/02/2025 |
Truworths (TRU) is a clothing, footwear and accessories retailer that operates in Southern Africa and the UK and is listed on the JSE and the Namibian Stock Exchange.... read more |
| CAPITEC - 03/02/2025 |
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 |
| ORIONMIN - 03/02/2025 |
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 |
| MC-MINING - 03/02/2025 |
MC Mining (previously "Coal of Africa") (MCZ) is a small metallurgical coal-mining company with a single producing mine (Uitkomst). Aside from Uitkomst, the company... read more |
| NAMPAK - 03/02/2025 |
Nampak (NPK) is Africa's largest packaging company with interests in South Africa and ten other African countries. About 60% of its turnover comes from South Africa,... read more |
| OANDO - 03/02/2025 |
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 |
| SEBATA - 03/02/2025 |
Sebata (SEB) is an investment holding company with four divisions - software solutions, water technologies, ICT support services and consulting. Their software... read more |
| GEMFIELDS - 03/02/2025 |
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 |
| KORE - 31/01/2025 |
Kore (KP2) is a potash mining company which owns 97% of Sintoukola Potash which has the Kola and Dougou (DX) mining leases in the Congo. Kola has a resource of... read more |
| GLENCORE - 31/01/2025 |
Glencore (GLN) describes itself as, "...one of the world’s largest global diversified natural resource companies and a major producer and marketer of... read more |
| HYPROP - 30/01/2025 |
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 |
| RAINBOW - 29/01/2025 |
Rainbow is a chicken farming business from broilers through all stages of chicken production. It was unbundled from RCL Foods on 26th June 2024 with RCL shareholders... read more |
| SHOPRIT - 29/01/2025 |
Shoprite (SHP) is the largest grocery retailer and consumer goods company in Africa. Intense price competition has prevented supermarkets from passing on price... read more |
| TIGBRANDS - 29/01/2025 |
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 |