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).
| CALGRO-M3 - 07/05/2024 |
Calgro (CGR) is a developer of large-scale integrated properties, rental units and memorials. It was established in 1995 and listed on the JSE in November 2007. It acquires suitable land and... read more |
| EASTPLATS - 07/05/2024 |
East Plats (EPS) is a mining exploration and development company engaged in the platinum group metals (PGM) and chrome markets in South Africa. The company is listed on the Toronto Stock Exchange... read more |
| ACCPROP - 07/05/2024 |
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 six South African provinces.... read more |
| REDEFINE - 07/05/2024 |
Redefine (RDF) is the second largest real estate investment trust in South Africa (after Growthpoint) with assets worth R72,9bn against a market capitalisation of R25,1bn. The company mainly... read more |
| MONDIPLC - 06/05/2024 |
Mondi (MNP) is a massive international paper and packaging company that started in South Africa, but now has interests in 30 countries and employs 26000 people... read more |
| NETCARE - 05/05/2024 |
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 |
| WEBBUYCAR - 03/05/2024 |
WeBuyCars was separately listed on the JSE on 11th April 2024. It was unbundled from Transaction Capital (TCP) in order to raise capital and to protect it from... read more |
| MC-GROUP - 03/05/2024 |
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... read more |
| QUANTUM - 03/05/2024 |
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 |
| LIFEHC - 03/05/2024 |
Life Healthcare (LHC) is the second-largest, JSE main-board listed, healthcare company with private hospitals, same-day clinics and surgeries and healthcare companies... read more |
| DATATEC - 03/05/2024 |
Datatec (DTC) is an international IT and telecommunications company operating in more than fifty countries. It operates in the United States, South America, Europe,... read more |
| IMPLATS - 02/05/2024 |
Impala Platinum Holdings (IMP), or Implats, is the world's third largest platinum group metals (PGM) producer. It has been suffering over the past 7 years from... read more |
| CAPREG - 02/05/2024 |
Capital and Regional (CRP) is a UK real estate investment trust (REIT) which owns and manages in-town community centres in England. Obviously, both the UK consumer... read more |
| EFORA - 02/05/2024 |
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 |
| GLENCORE - 02/05/2024 |
Glencore (GLN) describes itself as, "...one of the world’s largest global diversified natural resource companies and a major producer and marketer of... read more |
| HARMONY - 02/05/2024 |
Harmony (HAR) was probably South Africa's most marginal gold mine until it got Mponeng gold mine working effectively. The development of this mine and its processing... read more |
| RAUBEX - 01/05/2024 |
Raubex (RBX) is a construction company that was started in 1974 and listed on the JSE in 2007. The company has three divisions in construction, materials, and... read more |
| KORE - 01/05/2024 |
Kore (KP2) is a potash mining company which owns 97% of Sintoukola Potash which has the Kola and Dougou (DX) mining leases in the Congo. Kola has a resource of... read more |
| ASTORIA - 01/05/2024 |
Astoria (ARA) is an investment company which was formed to give investors exposure to an international selection of equities in developed economies. The share... read more |
| ASTRAL - 01/05/2024 |
Astral Food (ARL) is a leading poultry producer in South Africa. The company's activities include integrated broiler operations, where they have a processing capacity... read more |