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).
CA-SALES - 04/09/2024 |
CA Sales listed on the JSE on 27th June 2022 and traded 34 deals on the day opening at 505c and closing at 745c. The company supplies food, health, alcohol and... read more |
CAFCA - 22/05/2023 |
Cafca (CAC) is a cable manufacturer that produces over 900 cable and transmission products. Most of its business is conducted in Southern Africa. The company is... read more |
CALGRO-M3 - 14/05/2024 |
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 |
CAPCO - 02/03/2023 |
Capital Counties Properties (CCO), Capco, is a real estate investment trust (REIT) with a primary listing on the London Stock Exchange (LSE) and a secondary listing... read more |
CAPITEC - 03/10/2024 |
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 |
CAPPREC - 18/09/2024 |
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 |
CAPREG - 20/09/2024 |
Capital and Regional (CRP) is a UK real estate investment trust (REIT) which owns and manages in-town community centres in England. Obviously, both the UK consumer... read more |
CARGO - 22/01/2019 |
Delisted. |
CARTRACK - 19/04/2021 |
Cartrack (CTK) is a vehicle recovery, insurance, telematics and fleet management company operating in 24 countries around the world. It has a 92% recovery rate, which it claims is the best in... read more |
CASHBIL - 05/09/2024 |
Cashbuild (CSB) is the largest retailer in Southern Africa of building materials and related hardware, concentrating on the home improvements market. In the currently... read more |
CASTLVIEW - 30/06/2024 |
Castleview (CVW) is a real estate investment trust that owns two properties - a shopping mall in Port Elizabeth in the Eastern Cape, "Pier 14" which the... read more |
CAXTON - 08/09/2024 |
Caxton (CAT) is a South African printer and publisher. This company is at the heart of the displacement of hard copy by digital and it is adjusting by reducing... read more |
CHOPPIES - 26/09/2024 |
Choppies (CHP) is a Botswana-based grocery retailer with 212 stores which operate in South Africa, Botswana, Zimbabwe, Zambia and Kenya. The company has a primary... read more |
CHROMETCO - 03/10/2024 |
Chrometco (CMO) is a company involved in the exploration and mining of chrome. Chrometco is obviously dependent on the international price of chrome and has all... read more |
CIL - 05/11/2020 |
Consolidated Infrastructure Group (CIL) is an African infrastructure company which listed on the JSE in 2007. The company has four divisions - Power, Rail, Building Materials and Oil & Gas.... read more |
CILOCYBIN - 26/06/2024 |
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 |
CITYLDG - 08/09/2024 |
City Lodge (CLH) runs a group of about 62 hotels in six African countries, with most of its business in South Africa. It is primarily aimed at the business traveller... read more |
CLICKS - 26/04/2024 |
Clicks (CLS) describes itself as a retail-led healthcare group. It incorporates Clicks, GNC and The Body Shop. Clicks has 782 stores of which 585 include pharmacies... read more |
CLIENTELE - 22/09/2024 |
Clientele Life (CLI) is a small insurance company selling short- and long-term policies and underwriting insurance products. Their products are sold through agents... read more |
CLOVER - 23/07/2019 |
Clover (CLR) is the leading supplier of dairy products in South Africa. In the past year it has been moving towards branded high-margin products and away from bulk products. To achieve this it... read more |
CMH - 27/09/2024 |
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 |
COGNITION - 19/02/2024 |
Cognition (CGN) is a group of companies which specialises in agency-based payment systems, fax to e-mail services, knowledge creation and management. Cognition... read more |
COLLINS - 28/05/2024 |
Collins (previously Tradehold) has "...a portfolio of more than 140 properties with a total gross lettable area of 1.6 million square metres. Of these properties,... read more |
COMAIR - 05/09/2020 |
Comair (COM) was South Africa's only listed airline until it went into business rescue on 5th May 2020. It operated for British Airways in South Africa and also ran the discount airline, Kulula.... read more |
CONDUIT - 03/10/2024 |
Conduit Capital (CND) is a small financial services company, mainly in the insurance industry. It has two operating divisions - Investments and Insurance &... read more |
COPPER360 - 07/06/2024 |
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 environmental... read more |
CORONAT - 24/06/2024 |
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 |
CROOKES - 30/06/2024 |
Crookes Brothers (CKS) is an agricultural and property company which was formed in 1913 and listed on the JSE in 1948. The company produces sugar cane, bananas,... read more |
CSG - 16/11/2021 |
CSG Holdings (CSG) is an outsource business, supplying staffing solutions, facility management and, recently, security services. In its results for the six months... read more |
CURRO - 22/08/2024 |
Curro (COH) is a private education group that concentrates on building and running schools for children up to matric. Their tertiary division was unbundled with... read more |
I-CAC-40 - 18/01/2019 |
The Cotation Assistee en Continu is an index of the 40 largest shares trading on the Paris stock exchange, now known as the Euronext Paris. It commenced with a base value of 1000 in 1987. It... read more |
I-CRBSPOT - 24/01/2019 |
This is the Commodity Research Bureau’s spot index of commodities. The index includes 19 commodities and is weighted 39% to energy products, especially oil, 41% to agricultural products, 7%... read more |
RICHEMONT - 17/07/2024 |
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 |