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).
| FORTRESSB - 05/09/2025 |
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 |
| SANLAM - 05/09/2025 |
Sanlam (SLM) is one of the largest insurance and financial services groups in South Africa. It was established in 1918 and demutualised in 1998 and then listed... read more |
| TRELLIDOR - 05/09/2025 |
Trellidor (TRL) is a manufacturer of barrier security products, blinds and security shutters since 1976. The company is divided into the Trellidor business (security... read more |
| PAN-AF - 05/09/2025 |
Pan African Resources (PAN) is a London- and JSE-listed re-treatment gold producer. With its Elikhulu plant it will be able to produce about 700 000 ounces of... read more |
| ANGLO - 05/09/2025 |
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 |
| NAMPAK - 05/09/2025 |
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 |
| TRUSTCO - 04/09/2025 |
Trustco (TTO) is a financial services group operating out of Namibia and controlled by its CEO, Dr. Q. van Rooyen who holds just over 50% of the shares. The company... read more |
| CASHBIL - 04/09/2025 |
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 |
| WOOLIES - 04/09/2025 |
The sad fall of the Woolworths share (WHL) price was occasioned by the decision of previous CEO, Ian Moir, and his board to buy David Jones in Australia for AU$2,1bn... read more |
| DISCOVERY - 04/09/2025 |
Discovery (DSY), developed and built by Adrian Gore over the past 25 years, offers the A/B income group of people a matrix of financial services which are inter-linked... read more |
| ASPEN - 04/09/2025 |
Aspen (APN) is a pharmaceutical company which trades in 150 countries in a wide range of specialty and branded products aimed at a range of acute and chronic medical... read more |
| IOCO - 03/09/2025 |
Previously called Enterprise Outsourcing Holdings (EOH), Ioco was Africa's largest information technology company with involvement in almost every aspect of computer... read more |
| SHOPRIT - 03/09/2025 |
Shoprite (SHP) is the largest grocery retailer and consumer goods company in Africa. Intense price competition has prevented supermarkets from passing on price... read more |
| GTCSA - 03/09/2025 |
GTC is a property group operating in central and Eastern Europe. The company has properties in Poland, Bucharest, Budapest, Belgrade, Sophia and Zagreb. It manages... read more |
| MOTUS - 03/09/2025 |
Motus (MTH) was unbundled from Imperial (IPL) and separately listed on the JSE on 22-11-2018. It is a company that owns motor dealerships in South Africa, the... read more |
| AFRO-C - 03/09/2025 |
Afrocentric (ACT) is a black-owned investment holding company which focuses on health administration and insurance. Sanlam recently acquired 28,7% of the company... read more |
| CA-SALES - 02/09/2025 |
CA Sales listed on the JSE on 27th June 2022 and traded 34 deals on the day opening at 505c and closing at 745c. The company supplies food, health, alcohol and... read more |
| SANTAM - 02/09/2025 |
Santam (SNT) is South Africa's largest short-term insurer with about 22% of the market. This means that it does not engage in endowment insurance, annuities or... read more |
| BRIMSTON - 02/09/2025 |
Brimstone (BRT) is a black-controlled investment holding company with a diverse portfolio of holdings. It owns: 1. 44,5% of Sea Harvest, which is a listed fishing... read more |
| RCL - 02/09/2025 |
RCL is a large producer of food, sugar products and chicken in South Africa which is owned 80.4% by Remgro. The company owns a number of very well-known South... read more |