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).
| MASTDRILL - 15/08/2025 |
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 |
| DRDGOLD - 15/08/2025 |
DRDGOLD (DRD) was listed in 1895 and is the JSE's oldest listed company. It was followed by SA Breweries which was listed in 1897 and has now been acquired by... read more |
| RESILIENT - 15/08/2025 |
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 |
| GRINDROD - 14/08/2025 |
Grindrod (GND) is an international freight and financial services company which operates in twenty-eight countries. In mid-June 2018, Grindrod unbundled and separately... read more |
| CAPITEC - 14/08/2025 |
Capitec Bank (CPI), now the country's largest bank by customer numbers (21,1m), was launched by PSG, and has been a major disrupter in the South African banking... read more |
| NEDBANK - 14/08/2025 |
Nedbank (NED) is the smallest of South Africa's five big banks with a client base of just over 8 million. It has (10-10-18) separated from Old Mutual (which is... read more |
| LIGHTHCAP - 14/08/2025 |
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 |
| ADVTECH - 13/08/2025 |
ADvTECH (ADH) is one of three listed commercial educational companies on the JSE (the others are Curro and its separately listed sister company, Stadio). ADvTECH... read more |
| MERAFE - 13/08/2025 |
This is a ferrochrome operation controlled by Glencore which operates mines, furnaces and smelters in Mpumalanga and Limpopo. The Glencore-Merafe joint venture... read more |
| WEAVER - 13/08/2025 |
Weaver (previously Homechoice) is South Africa's largest home shopping retailer operating through two divisions - retail and financial services. It offers a broad... read more |
| SASOL - 13/08/2025 |
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 |
| RAINBOW - 12/08/2025 |
Rainbow is a chicken farming business from broilers through all stages of chicken production. It was unbundled from RCL Foods on 26th June 2024 with RCL shareholders... read more |
| SEAM - 12/08/2025 |
This is a very thinly traded mining exploration company. It bought two gold projects in the DRC in 2020. In its results for the year to 28th February 2023 the... read more |
| IMPLATS - 12/08/2025 |
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 |
| ITLTILE - 12/08/2025 |
Italtile (ITE) is a franchisor of tiles, sanitary ware, flooring, and home finishing products - which it manufactures and wholesales itself. The company is controlled... read more |
| GEMFIELDS - 12/08/2025 |
The Gemfields Group (GML) (previously Palinghurst Group) is a mining group that has two major projects: (1) Kagem, the world's largest producer of emeralds (in... read more |
| THUNGELA - 11/08/2025 |
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 |
| ACCPROP - 11/08/2025 |
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 |
| BLUETEL - 08/08/2025 |
Blue Label Telecoms (BLT) is a company which has interests in selling secure tokens of value - such as airtime, starter packs and electricity. It bought 45% of... read more |
| SAPPI - 08/08/2025 |
Sappi (SAP) manufactures paper, dissolving wood pulp (DWP) and paper pulp internationally and supplies products in 150 countries. DWP is used to manufacture clothing,... read more |