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).
| SSU - 23/05/2024 |
Previously called Tsogo Sun Hotels, Southern Sun Hotels is a gaming, hotel and entertainment business which has split into separate gaming and hotel businesses in order to unlock shareholder... read more |
| BURSTONE - 23/05/2024 |
Burstone (previously Investec Property Fund) is a diversified South African real estate investment trust (REIT) with a R27,2bn portfolio with 92 properties in... read more |
| DENEB - 23/05/2024 |
Deneb (DNB) is a 67,8% subsidiary of Hosken Consolidated Investments (HCI), listed on the JSE under specialty financial services. Deneb is an investment holding... read more |
| SPEARRIT - 23/05/2024 |
Spear (SEA) is a real estate investment trust (REIT) which specialises in properties in and around Cape Town. It was started by Mike Flax and the CEO is Quintin... read more |
| LIFEHC - 23/05/2024 |
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 |
| BHP - 23/05/2024 |
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 |
| THARISA - 23/05/2024 |
Tharisa (THA) is a mining company that mines and beneficiates platinum group metals (PGMs) and chrome. The company is listed in London and on the JSE. The Tharisa mine on the south-west limb... read more |
| PICKNPAY - 23/05/2024 |
Pick 'n Pay (PIK) is a retail grocery chain with 1858 stores, mostly in South Africa, but also in the rest of Africa. The company was started by Raymond Ackerman... read more |
| REUNERT - 23/05/2024 |
Reunert (RLO) is a company involved in electrical appliances, electrical engineering, and information communications. The company has been in existence for 130... read more |
| ANGLO - 23/05/2024 |
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 |
| RHODES - 23/05/2024 |
Rhodes (RFG) is a Western Cape manufacturer of convenience foods - started by Cecil John Rhodes in 1896. It has several well-known South African brands like Bisto,... read more |
| SALUNGANO - 22/05/2024 |
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 |
| COLLINS - 22/05/2024 |
Collins (previously Tradehold) has "...a portfolio of more than 140 properties with a total gross lettable area of 1.6 million square metres. Of these properties,... read more |
| 4SIGHT - 22/05/2024 |
4Sight (4SI) is a Mauritian company which specialises in investing in "4th Industrial Revolution" companies and technologies. The first industrial revolution is... read more |
| CORONAT - 22/05/2024 |
Coronation (CML) is one of South Africa's largest asset managers and the only one listed on the JSE. Founded in 1993, the company grew very well until 2015. At... read more |
| AFORBES - 22/05/2024 |
Alexander Forbes (AFH) is a financial services company offering asset management, insurance, healthcare, retirement, consulting, and wealth management to both... read more |
| FINBOND - 22/05/2024 |
Finbond (FGL) is a micro-lending and insurance operation which operates in South Africa and America. This company wants to expand in the US to the point where... read more |
| HCI - 22/05/2024 |
Hosken Consolidated Investments (HCI) is a BEE investment holding company owned by the South African Clothing and Textile Workers' Union. It has investments in... read more |
| TRANSCAP - 22/05/2024 |
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,... read more |
| ADCORP - 21/05/2024 |
Adcorp (ADR) is an employment company with subsidiaries operating in South Africa and Australia. Managerially, efforts have been made in (1) defining and focusing... read more |