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).
| CORONAT - 19/11/2025 |
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 that point, the founding CEO resigned... read more |
| ASCENDIS - 19/11/2025 |
Ascendis Health (ASC) is a South African company which manufactures brands aimed at health in animals, plants, and people. Its objective is to focus on four businesses - pharmaceuticals, medical,... read more |
| REINET - 19/11/2025 |
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 six months to 30th September 2025... read more |
| TELKOM - 19/11/2025 |
Historically, Telkom (TKG) was the government-controlled provider of fixed line telephone connectivity in South Africa. With the advent of cell phones, Telkom was forced to subsidise the development... read more |
| WEBBUYCAR - 18/11/2025 |
WeBuyCars was separately listed on the JSE on 11th April 2024. It was unbundled from Transaction Capital (TCP) in order to raise capital and to protect it from... read more |
| AFINE - 18/11/2025 |
Afine (ANI) is a real estate investment trust (REIT) formed in 2021 which specialises in acquiring petrol stations. The company acquired 5 petrol stations in February... read more |
| NASPERS-N - 18/11/2025 |
Naspers (NPN), Africa's largest company, is a massive international social media, gaming, and IT company whose main asset is 73% of Prosus (PRX) which in turn... read more |
| PROSUS - 18/11/2025 |
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 |
| BARWORLD - 18/11/2025 |
Barloworld (BAW) is an international supplier of heavy earth-moving equipment and vehicles to the mining, agriculture, infrastructure, power, automotive and logistics... read more |
| SIRIUS - 18/11/2025 |
Sirius (SRE) is a real estate investment trust (REIT), listed on the JSE and the London Stock Exchange (LSE), which specialises in office, manufacturing, and warehousing... read more |
| MTN-GROUP - 18/11/2025 |
MTN is a leading emerging market mobile operator, serving 290 million people (including 29m in South Africa) in 19 countries across Africa and the Middle East.... read more |
| NINETY-1L - 18/11/2025 |
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 |
| ASTRAL - 18/11/2025 |
Astral Food (ARL) is a leading poultry producer in South Africa. The company's activities include integrated broiler operations, where they have a processing capacity... read more |
| CILOCYBIN - 17/11/2025 |
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 |
| CMH - 17/11/2025 |
Combined Motor Holdings (CMH) runs 43 car dealerships with 28 brands including Nissan, Volvo, Toyota, Opel, Subaru, Lexus, Mazda, Isuzu and Ford - selling both... read more |
| GOLDRUSH - 17/11/2025 |
Previously, RECM Calibre, Goldrush is a company engaged in Bingo, Limited Payout Machines, and Retail Sports Betting. In its results for the six months to 30th... read more |
| RICHEMONT - 17/11/2025 |
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 |
| BRAIT - 14/11/2025 |
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 |
| SANLAM - 14/11/2025 |
Sanlam (SLM) is one of the largest insurance and financial services groups in South Africa. It was established in 1918 and demutualised in 1998 and then listed... read more |
| STEFSTOCK - 13/11/2025 |
Stefanutti (SSK) is a South African construction company which offers roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical... read more |