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).
| 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 - 12/09/2024 |
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 - 04/09/2024 |
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 - 28/08/2024 |
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 - 03/10/2024 |
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 - 13/08/2024 |
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 - 27/09/2024 |
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 - 17/09/2024 |
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 - 01/10/2024 |
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 - 02/08/2024 |
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 - 04/09/2024 |
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 - 06/08/2024 |
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 - 23/07/2024 |
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 - 20/08/2024 |
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 - 20/09/2024 |
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 |