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).
MC-GROUP - 13/06/2024 |
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 50 countries. The company's 90-day... read more |
PPC - 13/06/2024 |
PPC is a leading manufacturer and supplier of cement, aggregates, ready-mix, lime, limestone, and fly-ash in Africa. It has eleven cement factories in South Africa, Botswana, the DRC, Zimbabwe,... 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 UK and Australia. The company has... read more |
SPAR - 13/06/2024 |
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 Tops Liquor chain. It has operations... read more |
TELKOM - 13/06/2024 |
Historically, Telkom (TKG) was the government-controlled provider of fixed line telephone connectivity in South Africa. With the advent of cell phones, Telkom was forced to subsidise the development... read more |
VUNANI - 13/06/2024 |
Vunani (VUN) is a black-owned financial services group with interests in asset management, investment, banking, property and stockbroking. It also has an interest in coal mining which has been... read more |
PREMIER - 12/06/2024 |
Premier is a food producer which was spun out of Brait (BAT) through an initial public offer (IPO) and separately listed on 24th March 2023 which raised R3,6bn... read more |
NASPERS-N - 12/06/2024 |
Naspers (NPN), Africa's largest company, is a massive international social media, gaming, and IT company whose main asset is 73% of Prosus (PRX) which in turn... read more |
PROSUS - 12/06/2024 |
On 11th September 2019, Naspers (NPN) separately listed Prosus (PRX) on the Euronext in Amsterdam to house all its international assets including its stake in... read more |
GEMFIELDS - 12/06/2024 |
The Gemfields Group (GML) (previously Palinghurst Group) is a mining group that has two major projects: (1) Kagem, the world's largest producer of emeralds (in... read more |
RCL - 11/06/2024 |
RCL is a large producer of food, sugar products and chicken in South Africa which is owned 80.4% by Remgro. The company owns a number of very well-known South... read more |
EFORA - 11/06/2024 |
Efora Energy (EEL) is an African oil and gas company incorporated in 1993 and listed on the JSE in October 1994. The company is involved in numerous projects from... read more |
OMNIA - 11/06/2024 |
Omnia (OMN) is a diversified chemicals company supplying products to the agricultural, chemicals and mining industries in South Africa and 48 other countries.... read more |
LABAT - 11/06/2024 |
Labat (LAB) is a 57% black-owned investment holding company which listed on the JSE in 1999. The company buys and improves subsidiaries and then sells them for... read more |
PRIMESERV - 11/06/2024 |
Primeserv (PMV) describes itself as a "...provider of integrated business support services focused on providing client-centric human capital services, spanning... read more |
OCEANA - 11/06/2024 |
Oceana (OCE) is Southern Africa's largest fishing business which also has significant fishing interests in the US through its Louisiana-based subsidiary Daybrook... read more |
KIBO - 10/06/2024 |
Kibo (KBO) is an African-orientated energy exploration company listed on the AIM (Alternative Investment Market) on the London Stock Exchange and on the Alt-X... read more |
NOVUS - 10/06/2024 |
Novus (NVS) is South Africa's largest printing company with 11 printing plants. Until recently, it had the monopoly contract to do all of Media24's printing. With... read more |
TFG - 10/06/2024 |
The Foschini Group (TFG) is an international retailer of 28 fashion brands. It has 4083 trading outlets in 32 countries around the world. It has a division in... read more |
ARCINVEST - 10/06/2024 |
African Rainbow Capital (AIL) is a BEE investment company that was formed in 2015 and listed on the JSE in September 2017. Since it was formed, AIL has invested... read more |