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


INDUSTRIALS REIT

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

 
M&R-HLD

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

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

 
MARSHALL

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

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
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

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

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
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

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

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

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... read more

 
MEDIAMOND

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

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

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

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
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

Mine Restoration (MRI) has not traded on the JSE since July 2016. It was originally in the coal business and then it became a cash shell. More recently it has... read more

 
MIXTEL

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
Name change - is now Mommet.
 
MOMMET

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
See Mondi Plc (MNP) opinion.
 
MONDIPLC

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
Montauk (MNK) is an American company that specialises in extracting methane from landfills, mostly in America. The company benefits from the fact that America requires refiners of fuel to include... read more
 
MOTUS

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
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 a variety of industries as well... read more
 
MR-PRICE

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

MTN is a leading emerging market mobile operator, serving 272 million people (including 29m in South Africa) in 20 countries across Africa and the Middle East.... read more

 
MUSTEK
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, Acer and Microsoft. The company... read more