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).
| ABSAGROUP - 06/12/2024 |
ABSA (ABG) is one of the largest banking groups operating in Africa. It has well-established branches in 12 African countries and representative offices in at... read more |
| FORTRESSB - 05/12/2024 |
Fortress (listed on the JSE as FFA and FFB) is a real estate investment trust (REIT) with properties held in its own name and shareholdings in other REIT's. Principally,... read more |
| NASPERS-N - 05/12/2024 |
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 - 05/12/2024 |
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 |
| MAS - 05/12/2024 |
MAS (MSP) is a real estate investment trust (REIT) which invests in office, commercial, logistics, retail, and hospitality properties in Europe and the UK. This... read more |
| STANBANK - 05/12/2024 |
Standard Bank (SBK) is 160 years old and is South Africa's second largest bank by market capitalisation - after First National Bank. It has widespread interests... read more |
| TIGBRANDS - 05/12/2024 |
Tiger Brands (TBS) is a massive, diversified food producer and marketer in South Africa. It produces and sells such well-known brands at Jungle Oats, Tastic Rice,... read more |
| RESILIENT - 05/12/2024 |
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 |
| LIGHTHCAP - 05/12/2024 |
Lighthouse Capital (LTE) (previously Greenbay) was one of the Resilient group of REIT's (real estate investment trusts) along with Resilient itself, Rockcastle... read more |
| EXXARO - 05/12/2024 |
Exxaro (EXX) is a BEE coal company with interests in iron and heavy minerals. It has interests in Australia, America and Europe. It is a provider of coal to Eskom's... read more |
| AFORBES - 05/12/2024 |
Alexander Forbes (AFH) is a financial services company offering asset management, insurance, healthcare, retirement, consulting, and wealth management to both... read more |
| CAPPREC - 05/12/2024 |
Capprec (CTA) is a fintech company offering payments and payment infrastructure as well as software and services. Patrice Motsepe's African Rainbow Capital (ARC)... read more |
| LABAT - 05/12/2024 |
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 |
| NAMPAK - 05/12/2024 |
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 |
| CASTLVIEW - 05/12/2024 |
Castleview (CVW) is a real estate investment trust that owns two properties - a shopping mall in Port Elizabeth in the Eastern Cape, "Pier 14" which the company... read more |
| SYGNIA - 05/12/2024 |
Sygnia (SYG) describes itself as a "specialist financial services group". It is South Africa's largest provider of exchange traded funds (ETF) and has... read more |
| SALUNGANO - 01/12/2024 |
Salungano, previously Wescoal, engages in the mining and trading of coal. The company began production in 2021 producing coal from its Moabsvelden mine for Eskom.... read more |
| COPPER360 - 01/12/2024 |
Copper 360 describes its business as follows, "The Copper 360 business is focused on (a) processing historical mined copper rock dumps through a process of... read more |
| QUANTUM - 01/12/2024 |
Quantum (QFH) is in the chicken business. It has four divisions - Animal feeds, eggs and layers, broilers and an African division where it sells related products.... read more |
| ACSION - 01/12/2024 |
Acsion (ACS) is a real estate investment trust (REIT) with properties mainly in the retail sector. The portfolio is worth R8,3bn with a gross lettable area (GLA)... read more |