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


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 following the 2010 World Cup. This... 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 41,35% owned by the Government... read more
 
MARSHALL
Marshall (MMP) is an investment holding company with investments in the UK, Europe, USA, the far East and South Africa. In South Africa it is invested in food processing and logistics. It describes... 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 REIT was started by Martin Slabbert... 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, Massdiscounters, Masswarehouse,... 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 drilling for hydro-electrical... 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 13,9m subscribers in 50 countries. Its subscriber base... 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 is developing the Makhado... 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 has operations in Switzerland,... 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 on 9th November 2020. Chun Can... 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 can produce up to 2,3m tons of... 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 Middle East countries. The company's... 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 57,4% black ownership. The Mineworkers... 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 been involved in manufacturing coal... 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, and Romania. It is a service... 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 in December 2010. The company... 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. It has businesses in the full... 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 UK and Australia. The company has... 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 receives most of its sales in... read more
 
MTN-GROUP
MTN is a leading emerging market mobile operator, serving 280 million people (including 29m in South Africa) in 21 countries across Africa and the Middle East. MTN's three largest subscriber... 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