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).
| BYTES - 15/10/2025 |
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 |
| SANTOVA - 15/10/2025 |
Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international... read more |
| THARISA - 15/10/2025 |
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 |
| CMH - 15/10/2025 |
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 |
| CALGRO-M3 - 14/10/2025 |
Calgro (CGR) is a developer of large-scale integrated properties, rental units and memorials. It was established in 1995 and listed on the JSE in November 2007.... read more |
| BOXER - 14/10/2025 |
Boxer, which was spun out of Pick ‘n Pay and separately listed on 28th November 2024, published a pre-listing statement in which it is offering 202,380,953... read more |
| NEWPARK - 13/10/2025 |
Newpark is a South African real estate investment trust (REIT) which has commercial and industrial properties worth R1,37bn and with a gross lettable area (GLA)... read more |
| ALPHAMIN - 10/10/2025 |
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... read more |
| EQUITES - 10/10/2025 |
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 |
| PICKNPAY - 10/10/2025 |
Pick 'n Pay (PIK) is a retail grocery chain with over 2000 stores, mostly in South Africa, but also in the rest of Africa. The company was started by Raymond Ackerman... read more |
| SALUNGANO - 08/10/2025 |
Salungano, previously Wescoal, engages in the mining and trading of coal. The company began production in 2021 producing coal from its Moabsvelden mine for Eskom.... read more |
| AFRIMAT - 08/10/2025 |
Afrimat (AFT) is an open-pit mining company that supplies composites, construction materials and other commodities to a range of industries in Southern Africa.... read more |
| DATATEC - 08/10/2025 |
Datatec (DTC) is an international IT and telecommunications company operating in more than fifty countries. It operates in the United States, South America, Europe,... read more |
| MC-GROUP - 07/10/2025 |
MultiChoice (MCG) is a leading entertainment company in Africa and one of the fastest-growing pay-TV broadcast providers in the world with 21,1m subscribers in... read more |
| MONDIPLC - 07/10/2025 |
Mondi (MNP) is a massive international paper and packaging company that started in South Africa, but now has interests in 30 countries and employs 26000 people... read more |
| ALTRON-A - 07/10/2025 |
Allied Electronics Corp, or Altron (AEL), is an information and communications technology company which was started by Bill Venter in 1965. It has recently been... read more |
| SIRIUS - 07/10/2025 |
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 |
| AFRICA BITCOIN - 04/10/2025 |
Previously Altvest, Africa Bitcoin is a financial services company which specialises in supporting small and medium sized companies. The company aims to build... read more |
| SIBANYE-S - 02/10/2025 |
Sibanye (SSW) is a mining house which has been on a rapid acquisition trail accumulating platinum and gold mines in South Africa and America and is now broadening... read more |
| CAPITEC - 02/10/2025 |
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 |