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

South Ocean (SOH) is a manufacturer of low-voltage electrical cables and an importer of light fittings and electrical accessories. The company has an electrical cable manufacturing plant at Alrode... read more
SA Corp (SAC) owns a group of 199 industrial, retail, storage, residential and office properties in South Africa plus a 50% stake in a joint venture in Zambia with 3 properties. The bulk of this... read more
Sabvest Capital (SBV) is an investment holding company which listed on the JSE in 1988. Previously, the company had both ordinary and "N" shares which were very thinly traded. To rectify this... read more
Safari (SAR) is a real estate investment trust (REIT). The company owns 9 operational properties in South Africa - 8 retail outlets and one day-care center with a total value of R3,4bn and a... read more

Sanlam (SLM) is one of the largest insurance and financial services groups in South Africa. It was established in 1918 and demutualised in 1998 and then listed... read more

Santam (SNT) is South Africa's largest short-term insurer with about 22% of the market. This means that it does not engage in endowment insurance, annuities or any kind of investment insurance.... read more
Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international supply chain activities.... read more
Sappi (SAP) manufactures paper, dissolving wood pulp (DWP) and paper pulp internationally and supplies products in 150 countries. DWP is used to manufacture clothing, packaging products and many... read more
Sasfin (SFN) is a banking group that specialises in various types of finance for small businesses and high net-worth individuals. It was listed on the JSE in 1987. The company has been investing... read more
Sasol (SOL) is a massive international chemicals and energy company which has its roots in the oil-from-coal technology developed during the apartheid era in South Africa. About 50% of the company's... read more
The Satrix Top 40 (STX40) is an ETF (exchange traded fund) that tracks the FTSE/JSE Top 40 providing exposure to the 40 largest shares, by market capitalisation, listed on the JSE. The Satrix... read more
Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It is controlled by Brimstone which has a 54,92% stake. Sea Harvest catches, processes and freezes... read more
Sebata (SEB) is an investment holding company with four divisions - software solutions, water technologies, ICT support services and consulting. Their software solutions division consists of... read more
Sephaku (SEP) is a construction materials business in South Africa which supplies ready-mixed cement products and cement to the construction industry. The group consists of 100% of Metier Mixed... read more
Schroder European Real (SCD), Sereit, is a real estate investment trust (REIT) which invests in properties in Europe. The company listed in London and on the JSE on 9th December 2015. It owns... read more
Shoprite (SHP) is the largest grocery retailer and consumer goods company in Africa. Intense price competition has prevented supermarkets from passing on price increases to consumers. The share... read more
Sibanye (SSW) is a mining house which has been on a rapid acquisition trail accumulating platinum and gold mines in South Africa and America. The company is run by Neal Froneman who is well-known... read more
Silverbridge (SVB) is a small IT and communications company which focuses on the financial sector. The company operates in 4 divisions - software, outsourcing, data and digital solutions. In... read more
Sirius (SRE) is a real estate investment trust (REIT), listed on the JSE and the London Stock Exchange (LSE), which specialises in office, manufacturing and warehousing properties in Germany.... read more
South 32 (S32) was spun out of BHP Billiton in 2015 and contained all of BHP's South African coal assets. It is, in its own right, a diversified miner of base metals and minerals such as zinc,... read more
Spanjaard (SPA) is a thinly-traded distributor and manufacturer of specialised lubricants and related products for industrial and automotive applications. It has operations in the UK, Netherlands... read more

Spar (SPP) runs a chain of supermarkets across Southern Africa with 2402 stores. It also operates the Build-It chain in hardware and building materials and the... read more

Spear (SEA) is a real estate investment trust (REIT) which specialises in properties in and around Cape Town. It was started by Mike Flax and the CEO is Quintin Rossi. Both of these men have... read more
Spur (SUR) is a very well-known franchisor with 631 fast-food restaurants. In South Africa it has 559 restaurants (with 80% able to trade during load-shedding) and it has branches overseas. About... read more
Stadio (SDO) is a tertiary education institution that offers a wide range of post-school training. The company offers higher education through five universities offering higher certificates,... read more
Standard Bank (SBK) is 158 years old and is South Africa's second largest bank by market capitalisation - after First National Bank. It has widespread interests in the rest of Africa which are... read more
Stefanutti (SSK) is a South African construction company which offers roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical services, open pit contract... read more
This share has been the subject of considerable drama since the Viceroy Report was produced in December 2017. Basically, the company has admitted to "accounting irregularities" - which essentially... read more
Stellar Capital (SCP) is an investment holding company with interests in financial services companies (Prescient, Friedshelf and Praxis). In its results for the year ended 30th June 2021 the... read more
Stenprop (STP) is a real estate investment trust (REIT) which is listed on the London Stock Exchange and the JSE. It owns commercial property in the UK, Switzerland and Germany. The company is... read more
Stor-age (SSS) is the JSE's only real estate investment trust (REIT) which specialises in buying and running domestic storage facilities in all major South African cities and in the UK. Its business... read more
Sun International (SUI) is a casino and hotel operator with interests in South Africa, Chile, Peru and recently, Argentina. The depressed economy in South Africa impacted on the performance of... read more
Super Group (SPG) is a large international logistics group offering transportation to the industrial sector. The company has a policy of not paying dividends, preferring to undertake share buy-backs... read more
Sygnia (SYG) describes itself as a "specialist financial services group". It is South Africa's largest provider of exchange traded funds (ETF) and has a number of unit trusts. The company has... read more