List of Opinions

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Numeric

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 70% owned by Reunert. Cafca is... read more
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. It acquires suitable land and... read more
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 on the JSE. It is included... read more
Capitec Bank (CPI), now the country's third largest bank by Market Capitalisation, was launched by PSG, and has been a major disrupter in the South African banking system. It has steadily taken... read more
Caprec (CTA) is a fintech company offering payments and payment infrastructure as well as software and services. Patrice Motsepe's African Rainbow Capital (ARC) owns a stake. The payments side... read more
Capital and Regional (CRP) is a UK real estate investment trust (REIT) which owns and manages in-town community centers in England. Obviously, both the UK consumer and property owners in the... read more
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
Cashbuild (CSB) is the largest retailer in Southern Africa of building materials and related hardware, concentrating on the home improvements market. In the currently depressed economies of Southern... read more
Castleview (CVW) is a real estate investment trust that owns a single property - a shopping mall in Port Elizabeth in the Eastern Cape. That is "Pier 14" which the company describes as a "themed... read more

Caxton (CAT) is a South African printer and publisher. It publishes 13 well-known South African magazines such as Bona and Farmer's Weekly. It employs 5500 people.... read more

Choppies (CHP) is a Botswana-based grocery retailer previously with 212 stores which operated in South Africa, Botswana, Zimbabwe, Zambia and Kenya. The company has a primary listing on the Botswana... read more
Chrometco (CMO) is a company involved in the exploration and mining of chrome. In its results for the six months to 31st August 2020 the company reported revenue down by 3% and a headline loss... read more
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
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 and hence its performance... read more
Clicks (CLS) describes itself as a retail-led healthcare group. It incorporates Clicks, Musica, GNC and The Body Shop. Clicks has 743 stores of which 585 include pharmacies - which makes Clicks... read more
Clientele Life (CLI) is a small insurance company selling short- and long-term policies and underwriting insurance products. Their products are sold through agents and brokers as well as by tele-sales.... read more
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
Combined Motor Holdings (CMH) runs car dealerships in Nissan, Volvo, Toyota, Opel, Subaru, Lexus, Mazda, Isuzu and Ford - selling both new and used vehicles. The motor industry is especially... read more
Cognition (CGN) is a group of companies which specialises in agency-based payment systems, fax to e-mail services, knowledge creation and management. Cognition describes itself as "a multi-disciplinary... read more
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 Capital (CND) is a small financial services company, mainly in the insurance industry. It has two operating divisions - Investments and Insurance & risk. Through its subsidiary, Conduit... read more
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
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, macadamia nuts, deciduous fruit... read more
CSG Holdings (CSG) is an outsource business, supplying staffing solutions, facility management and, recently, security services. In its results for the year to 31st March 2021 the company reported... read more
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 effect from 3-10-2017 and separately... read more
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
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 (CFR) is the world's second-largest supplier of luxury goods controlled by the Rupert family in Stellenbosch. Its sales are entirely located overseas so it is an excellent rand-hedge.... read more