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).
| DKR - 16/05/2024 |
DKR is a real estate investment trust (REIT) which specialises in investing in German retail property in micro locations away from the top cities. The company... read more |
| STEFSTOCK - 16/05/2024 |
Stefanutti (SSK) is a South African construction company which offers roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical... read more |
| CORONAT - 16/05/2024 |
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... read more |
| SANTOVA - 16/05/2024 |
Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international... read more |
| SEAHARVST - 16/05/2024 |
Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It is controlled by Brimstone which has a 54,92% stake. Sea Harvest... read more |
| NEPIROCK - 16/05/2024 |
Nepi-Rockcastle (NRP) is a R124bn real estate investment trust (REIT) which operates more than 56 shopping malls in 9 central and eastern European countries, mostly... read more |
| ENXGROUP - 16/05/2024 |
The enX Group (ENX) is a "...diversified industrial group that provides branded products and services to the petrochemical, fleet management, logistics and... read more |
| UPARTNERS - 16/05/2024 |
Universal Partners (UPL) is an investment holding company with a primary listing in Mauritius and a secondary listing on the Alt-X of the JSE. It listed in 2013... read more |
| SALUNGANO - 15/05/2024 |
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 |
| EQUITES - 15/05/2024 |
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 |
| SANTAM - 15/05/2024 |
Santam (SNT) is South Africa's largest short-term insurer with about 22% of the market. This means that it does not engage in endowment insurance, annuities or... read more |
| DIPULA-B - 15/05/2024 |
Dipula is a real estate investment trust (REIT) which is 30.24% owned by Coronation. On 6 June 2022, the company repurchased all of the Dipula A-shares in issue... read more |
| DIPULA-A - 15/05/2024 |
Dipula "A" shares (DIA) receive a preferred income of 5% while the "B" share (DIB) receives the balance. So the "A" share is more stable and less risky. On 7th... read more |
| EASTPLATS - 15/05/2024 |
East Plats (EPS) is a mining exploration and development company engaged in the platinum group metals (PGM) and chrome markets in South Africa. The company is... read more |
| MTN-GROUP - 15/05/2024 |
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 |
| DELTA - 15/05/2024 |
Delta Property (DLT) was a level 2 black empowered real estate investment trust (REIT) with a portfolio valued at R11,3bn and a loan-to-value ratio of 44,3%. Roughly... read more |
| OCTODEC - 15/05/2024 |
Octodec (OCT) is a real estate investment trust (REIT) which owns 246 properties mainly in the inner cities of Johannesburg (33,9%) and Pretoria (66,1%). It has... read more |
| TRANSCAP - 15/05/2024 |
Transaction Capital (TCP) is a company which has two divisions - minibus taxis and risk services. It has unbundled and separately listed WeBuyCars (WBC). Its subsidiary,... read more |
| WEBBUYCAR - 14/05/2024 |
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 |
| RAUBEX - 14/05/2024 |
Raubex (RBX) is a construction company that was started in 1974 and listed on the JSE in 2007. The company has three divisions in construction, materials, and... read more |