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).
| EFORA - 26/07/2024 |
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 |
| HAMMERSON - 26/07/2024 |
Hammerson (HMN) is a massive international property company that has listed on the JSE to take advantage of South African investors who want exposure to offshore... read more |
| BATS - 26/07/2024 |
British American Tobacco (BTI) describes itself as a "leading consumer goods company" - which is a euphemistic way of saying that they produce and sell... read more |
| ANGLO - 26/07/2024 |
With Anglo American (AGL), the risk normally associated with commodity stocks is mitigated in two ways. Firstly, the company has diversity of different minerals... read more |
| PHP - 25/07/2024 |
Primary Healthcare Properties is a real estate investment trust (REIT) which owns a portfolio of 513 healthcare properties in the UK worth GBP2,8bn. The company... read more |
| AECI - 25/07/2024 |
AECI (AFE) is a leading producer of chemicals and explosives in South Africa. It supplies products for the mining industry, water treatment, animal health, food... read more |
| BALWIN - 25/07/2024 |
Balwin Properties (BWN) is a developer of secure sectional title properties in South Africa. The company is now turning its attention to renting out some of the... read more |
| VODACOM - 25/07/2024 |
Vodacom (VOD) is South Africa's largest airtime and data provider for cell phones. It is a subsidiary of the international company Vodaphone. Its competitors are... read more |
| CASHBIL - 24/07/2024 |
Cashbuild (CSB) is the largest retailer in Southern Africa of building materials and related hardware, concentrating on the home improvements market. In the currently... read more |
| KUMBA-IO - 24/07/2024 |
Kumba (KIO) is a highly successful iron mining operation which is owned (79%) and controlled by Anglo American. The share price fell to as little as R223 in March... read more |
| AMPLATS - 24/07/2024 |
Anglo American Platinum (AMS), or Amplats, is the second largest platinum producing company in the world (after Sibanye), producing a large portion of the world's... 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 |
| SOUTH32 - 23/07/2024 |
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... read more |
| ORIONMIN - 23/07/2024 |
Orion Minerals (ORN) is an Australian exploration company which is listed on the JSE (September 2017) and on the Australian Stock Exchange in Sydney. It is trying... read more |
| SASOL - 23/07/2024 |
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... read more |
| MPACT - 23/07/2024 |
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 |
| REINET - 23/07/2024 |
Reinet (RNI) is an investment holding company whose main asset is a holding of roughly 2,12% of British American Tobacco (BAT) worth about $1,8bn which now accounts for 31% of its net asset value... read more |
| KAROO - 22/07/2024 |
Cartrack was folded into a new international listing under the name Karoo (KRO) on 21st April 2021. It operates a vehicle recovery, insurance, telematics, and... read more |
| ACCPROP - 22/07/2024 |
Accelerate Property (APF) is a real estate investment trust (REIT) which has 56 properties valued at R12,7bn, split 70% retail, 15% office and 15% industrial across... read more |
| BHP - 18/07/2024 |
BHP is a world-wide commodities company with its headquarters in Melbourne, Australia. It processes minerals, oil and gas and it has 62000 employees, mostly in... read more |