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).

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 Latest


INDUSTRIALS REIT - 27/06/2023

Industrials Reit (MLI), previously called Stenprop, is a real estate investment trust (REIT) which is listed on the London Stock Exchange and the JSE. It owns... read more

 
M&R-HLD - 16/07/2024

Murray and Roberts (MUR) is a large South African construction company which has suffered from the sub-prime crisis and then the slump in construction spending... 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

 
MANTENGU - 28/05/2024

Previously known as Mine Restoration, this company invests in mining resources. It owns the Langpan Project which mines and processes chrome with a high concentration... read more

 
MARSHALL - 30/06/2024

Marshall (MMP) say the following about their business: "Based in the UK, with strategically located offices, globally, Marshall Monteagle PLC is a diversified... 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

 
MASPLAST - 08/12/2018
Master Plastics (MAP) is an Alt-X listed company that was spun out of Astrapak and separately listed on 24th May 2017. It is involved in manufacturing a variety of plastics for the agricultural,... read more
 
MASSMART - 30/08/2022

Massmart (MSM), 51% of which was bought by the international grocery chain Walmart in June 2011 for $2,5bn at a price of R148 per share, consists of Massmart itself,... read more

 
MASTDRILL - 27/03/2024

Master Drilling (MDI) is a South African company that specialises in drilling exploration and other holes for the mining industry, and which has diversified into... read more

 
MAZOR - 21/01/2021
Mazor (MZR) is a construction company which also supplies windows and glass. The company is based in Cape Town and does structural steelworks and aluminum facades. It has two divisions - Mazor... read more
 
MC-GROUP - 19/06/2024

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... read more

 
MC-MINING - 25/06/2024

MC Mining (previously "Coal of Africa") (MCZ) is a small metallurgical coal-mining company with a single producing mine (Uitkomst). Aside from Uitkomst, the company... read more

 
MEDCLIN - 03/07/2023
Mediclinic International (MEI) has its primary listing on the London Stock Exchange (LSE) with secondary listings on the JSE and the Namibian Stock Exchange. It has operations in Switzerland,... read more
 
MEDIAMOND - 08/10/2021

This is a mining exploration company which is evaluating the western limb of the Bushveld Complex. The Chun Can Capital Group reversed into this share in a deal... read more

 
MERAFE - 23/04/2024

This is a ferrochrome operation controlled by Glencore which operates mines, furnaces and smelters in Mpumalanga and Limpopo. The Glencore-Merafe joint venture... read more

 
METAIR - 28/03/2024

Metair (MTA) produces energy solutions (batteries) and components for the vehicle manufacturing business. It has operations in Africa and in various European and... read more

 
METROFILE - 05/03/2024

Metrofile (MFL) is a company which specialises in records storage and management, image processing and backup. The company has been listed since 1995 and has a... read more

 
METTLE - 03/11/2020
Mettle Investments (MLE) is an Alt-X listed financial services group that was spun out of Tradehold and unbundled into a separately listed company on 23rd May 2018. Tradehold injected R445,2m... read more
 
MINERESI - 03/02/2022

Mantengu Mining (MTU), previously called "Mineresi" has not traded on the JSE since July 2016. It was originally in the coal business and then it became a cash... read more

 
MIXTEL - 02/02/2024

Mix Telematics (MIX) is a company which specialises in vehicle tracking technology and has operations in South Africa, Australia, the UK, the US, Brazil, Thailand,... read more

 
MMI-HLDGS - 10/09/2019
Name change - is now Mommet.
 
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

 
MONDILTD - 16/07/2019
See Mondi Plc (MNP) opinion.
 
MONDIPLC - 06/05/2024

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

 
MONTAUK - 11/08/2023

Montauk (MKR) is an American company that specialises in extracting methane from landfills, mostly in America. The company benefits from the fact that America... read more

 
MOTUS - 13/06/2024

Motus (MTH) was unbundled from Imperial (IPL) and separately listed on the JSE on 22-11-2018. It is a company that owns motor dealerships in South Africa, the... read more

 
MPACT - 08/03/2024

Mpact (MPT) is a large producer of paper and plastics packaging in Southern Africa. It recycles paper and cardboard and makes corrugated cardboard containers for... read more

 
MR-PRICE - 14/06/2024

Mr. Price (MRP) is a retailer of clothing, household goods and sportswear through shop fronts and online in Africa and Australia. Unlike most retailers, Mr. Price... 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

 
MUSTEK - 07/03/2024

Mustek (MST) is South Africa's largest assembler of personal computers under its brand name Mercer. It also imports a variety of computer products such as Samsung,... read more