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).
| LESAKA - 10/05/2024 |
Previously known a Net1 UEP Technologies, Lesaka is listed on the Nasdaq and the JSE (LSK). It is a provider of fintech products in a number of countries. Its... read more |
| SAPPI - 10/05/2024 |
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 |
| PAN-AF - 10/05/2024 |
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 |
| ENXGROUP - 10/05/2024 |
The enX Group (ENX) is a "...diversified industrial group that provides branded products and services to the petrochemical, fleet management, logistics and... read more |
| NAMPAK - 10/05/2024 |
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 |
| KAAP-AGRI - 10/05/2024 |
Previously, Kaap Agri, the KAL Group is an agricultural company owned 40,9% by Zeder, which is, in turn, 43,7% held by PSG. The company operates through over 190... read more |
| RHODES - 10/05/2024 |
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 |
| MC-GROUP - 09/05/2024 |
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 |
| AB-INBEV - 09/05/2024 |
Anheuser-Busch, or AB-InBev (ANH), is the world's largest brewer of beer, operating in both first world countries and emerging markets. ANH trades on the JSE as... read more |
| SANTOVA - 09/05/2024 |
Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international... read more |
| RENERGEN - 09/05/2024 |
Renergen (REN) describes itself as an "...integrated alternative energy business..." which invests in renewable energy projects in Africa. The company... read more |
| CMH - 08/05/2024 |
Combined Motor Holdings (CMH) runs 43 car dealerships with 28 brands including Nissan, Volvo, Toyota, Opel, Subaru, Lexus, Mazda, Isuzu and Ford - selling both... read more |
| GFIELDS - 08/05/2024 |
Gold Fields (GFI) is a relatively high-cost international gold mining house with a single mine in South Africa - South Deep. South Deep was bought by Gold Fields... read more |
| 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.... 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... 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... 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... 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 |