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).
| SOUTH-PD - 03/10/2024 |
An Australian palladium mining company with a secondary listing on the JSE. South PD owns 70% of a South African company called "Miracle upon Miracle" (MUM). In... read more |
| CONDUIT - 03/10/2024 |
Conduit Capital (CND) is a small financial services company, mainly in the insurance industry. It has two operating divisions - Investments and Insurance &... read more |
| ADVTECH - 03/10/2024 |
ADvTECH (ADH) is one of three listed commercial educational companies on the JSE (the others are Curro and its separately listed sister company, Stadio). ADvTECH... read more |
| PPC - 03/10/2024 |
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,... read more |
| CAPITEC - 03/10/2024 |
Capitec Bank (CPI), now the country's largest bank by customer numbers (21,1m), was launched by PSG, and has been a major disrupter in the South African banking... read more |
| YORK - 03/10/2024 |
York Timber Holdings (YRK) is a forestry company which owns plantations and processing plants, as well as a wholesaling distribution network. It is the biggest... read more |
| PSV - 03/10/2024 |
This is an Alt-X listed industrial holding company with two divisions - Omnirapid which supplies mining and industrial consumables, and Specialised Services consisting... read more |
| ETHOSCAP - 03/10/2024 |
Ethos Capital Partners (EPE) is a private equity fund (PEF), incorporated in Mauritius, which invests into unlisted companies for long-term capital appreciation... read more |
| HERIOT - 03/10/2024 |
Heriot (HET) is a real estate investment trust (REIT) which owns a diverse portfolio of 44 properties worth R4,827bn in retail, industrial, commercial and specialist... 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 |
| NAMPAK - 03/10/2024 |
Nampak (NPK) is Africa's largest packaging company with interests in South Africa and ten other African countries. About 60% of its turnover comes from South Africa,... read more |
| NETCARE - 03/10/2024 |
The Netcare Group (NTC) operates hospitals and medical response teams throughout South Africa and Lesotho. It has fifty-nine hospitals, four of which are public/private... read more |
| SPAR - 03/10/2024 |
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... read more |
| CHROMETCO - 03/10/2024 |
Chrometco (CMO) is a company involved in the exploration and mining of chrome. Chrometco is obviously dependent on the international price of chrome and has all... read more |
| AF-&-OVER - 01/10/2024 |
This is the holding company of listed company Rex Trueform (RTO) which is also listed on the JSE. Both this share and Rex Trueform (RTO) are extremely thinly traded... read more |
| REX-TRUE - 01/10/2024 |
This share is extremely thinly traded companies listed on the JSE - which makes then completely impractical for private investors in their current form. RTO was... read more |
| PSG-KST - 01/10/2024 |
PSG Fin (previously PSG Konsult) is a well-established financial services group which grew out of PSG's stockbroking business and which now offers a wide range... read more |
| TRELLIDOR - 01/10/2024 |
Trellidor (TRL) is a manufacturer of barrier security products, blinds and security shutters since 1976. The company is divided into the Trellidor business (security... read more |
| GEMFIELDS - 01/10/2024 |
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 |
| 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 |