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).
| CHOPPIES - 21/03/2025 |
Choppies (CHP) is a Botswana-based grocery retailer with 212 stores which operate in South Africa, Botswana, Zimbabwe, Zambia and Kenya. The company has a primary listing on the Botswana Stock... read more |
| INVLTD - 21/03/2025 |
Investec (INL) does specialist banking and asset management in South Africa, Australia, Europe, the UK, and a few other countries. Brexit in the UK has put pressure on Investec shares over the... read more |
| NICTUS - 21/03/2025 |
Nictus (NCS) is a furniture and electrical appliance retailer with three stores in South Africa. It also sells short-term insurance through Corporate Guarantee. In its financials for the six... read more |
| S-OCEAN - 21/03/2025 |
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 |
| MOMMET - 21/03/2025 |
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 |
| NUTUN - 21/03/2025 |
Nutun (previously Transaction Capital - TCP) is a company which has two divisions - minibus taxis and risk services. It has unbundled and separately listed WeBuyCars (WBC). Its subsidiary, SA... read more |
| ARCMITTAL - 20/03/2025 |
ArcelorMittal (ACL) is South Africa's largest steel producing company. It has survived where companies like Highveld Steel have disappeared. Arguably, ArcelorMittal... read more |
| SABCAP - 20/03/2025 |
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... read more |
| BYTES - 19/03/2025 |
Bytes Technology was spun out of Altron and separately listed on the London Stock Exchange (LSE) and the JSE. At listing it had a market capitalisation of about... read more |
| MASTDRILL - 19/03/2025 |
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 |
| RESILIENT - 19/03/2025 |
The Resilient group of companies (Resilient, Lighthouse - previously Greenbay, Rockcastle and Fortress) used to be the high-flyers of the property sector until... read more |
| REMGRO - 19/03/2025 |
Johann Rupert's Remgro (REM) is an investment holding company which owns 28,2% of Rand Merchant Bank Holdings (RMH) and 3,9% of Firstrand. But that is not Remgro's... read more |
| SEREIT - 19/03/2025 |
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... read more |
| LIBSTAR - 19/03/2025 |
Libstar (LBR) is a recently listed decentralised food and beverage company producing "consumer packaged goods" which raised R3bn in an initial public offer (IPO)... read more |
| SUPRGRP - 19/03/2025 |
Super Group (SPG) is a large international logistics group offering transportation to the industrial sector. The company has a policy of not paying dividends,... read more |
| ARCINVEST - 19/03/2025 |
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 |
| THUNGELA - 18/03/2025 |
Thungela (TGA) is Anglo American's coal assets which has been unbundled into the hands of Anglo shareholders and separately listed on the JSE and the LSE because... read more |
| HULAMIN - 18/03/2025 |
Hulamin (HLM) is a producer and supplier of aluminium products in South Africa and trades in more than fifty countries internationally. It supplies foil, heat-treated... read more |
| SUNINT - 18/03/2025 |
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... read more |
| MTN-GROUP - 18/03/2025 |
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 |