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).
| VUKILE - 06/06/2024 |
Vukile (VKE) is a real estate investment trust (REIT) trading on the JSE and the Namibian Stock Exchange. It owns properties directly, shares in other REITs, property in the UK as well as a growing... read more |
| NICTUS - 06/06/2024 |
Nictus (NCS) is a furniture and electrical appliance retailer with three stores in South Africa. It also sells short-term insurance through Corporate Guarantee.... read more |
| CAPPREC - 06/06/2024 |
Capprec (CTA) is a fintech company offering payments and payment infrastructure as well as software and services. Patrice Motsepe's African Rainbow Capital (ARC)... read more |
| SYGNIA - 06/06/2024 |
Sygnia (SYG) describes itself as a "specialist financial services group". It is South Africa's largest provider of exchange traded funds (ETF) and has a number of unit trusts. The company has... read more |
| NINETY-1L - 06/06/2024 |
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 |
| COPPER360 - 05/06/2024 |
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 |
| MC-GROUP - 05/06/2024 |
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 50 countries. The company's 90-day... read more |
| RCL - 05/06/2024 |
RCL is a large producer of food, sugar products and chicken in South Africa which is owned 80.4% by Remgro. The company owns a number of very well-known South... read more |
| PAN-AF - 05/06/2024 |
Pan African Resources (PAN) is a London- and JSE-listed re-treatment gold producer. With its Elikhulu plant it will be able to produce about 700 000 ounces of... read more |
| BATS - 05/06/2024 |
British American Tobacco (BTI) describes itself as a "leading consumer goods company" - which is a euphemistic way of saying that they produce and sell... read more |
| MOMMET - 05/06/2024 |
Momentum Metropolitan (MTM) is an insurance company listed on the JSE and the Namibian stock exchanges. It was formed by the merger of Momentum and Metropolitan... read more |
| BRIKOR - 04/06/2024 |
Brikor (BIK) is a company that manufactures bricks, roof tiles and clay pipes. It was listed on the Alt-X in August 2007 and describes itself as "...a diverse... read more |
| TRUSTCO - 04/06/2024 |
Trustco (TTO) is a financial services group operating out of Namibia and controlled by its CEO, Dr. Q. van Rooyen who holds just over 50% of the shares. The company... read more |
| AYO - 04/06/2024 |
AYO is a black-owned technology company that was spun out of AEEI and in which AEEI still holds 49,4%. There were suspicious circumstances with a massive R4,3bn... read more |
| MAS - 04/06/2024 |
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 |
| MAHUBE - 04/06/2024 |
Mahube (MHB) is an infrastructure holding company which reversed into Gaia and is involved in large-scale energy transport, water and sanitation projects. It is... read more |
| FTBPROPB - 04/06/2024 |
Fairvest (FTB) is a real estate investment trust (REIT) which specialises in investing in smaller rural and non-urban shopping centers that are focused on consumers... read more |
| HUGE - 04/06/2024 |
Huge (HUG) is a telecommunications, media, and software company. It has operations in South Africa, Mozambique, Namibia, Lesotho, Swaziland, Botswana, Zambia,... read more |
| SIRIUS - 04/06/2024 |
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 |
| OANDO - 04/06/2024 |
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 |