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).
| SOUTH-PD - 31/10/2025 |
An Australian palladium mining company with a secondary listing on the JSE. South PD owns 70% of a South African company called "Miracle upon Miracle" (MUM). In... read more |
| ADCORP - 31/10/2025 |
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 |
| AB-INBEV - 31/10/2025 |
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 |
| DIS-CHEM - 31/10/2025 |
Dis-Chem Pharmacies (DCP) listed in November 2016 and competes directly with Clicks (CLS) in the pharmaceutical, medicine and beauty products markets. It is a... read more |
| FTBPROPB - 31/10/2025 |
Fairvest (FTB) is a real estate investment trust (REIT) which specialises in investing in smaller rural and non-urban shopping centers that are focused on consumers... read more |
| FINBOND - 31/10/2025 |
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 |
| DATATEC - 31/10/2025 |
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 |
| OANDO - 31/10/2025 |
Oando (OAO) is an oil and gas company located primarily in Nigeria. It has listings on both the JSE and the Nigerian stock exchange. The problem with a share like... read more |
| GLENCORE - 30/10/2025 |
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 |
| ASTRAL - 30/10/2025 |
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 |
| WEBBUYCAR - 29/10/2025 |
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 |
| BALWIN - 29/10/2025 |
Balwin Properties (BWN) is a developer of secure sectional title properties in South Africa. The company is now turning its attention to renting out some of the... read more |
| SANTOVA - 29/10/2025 |
Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international... read more |
| MERAFE - 29/10/2025 |
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 |
| RENERGEN - 29/10/2025 |
Renergen (REN) describes itself as an "...integrated alternative energy business..." which invests in renewable energy projects in Africa. The company listed on... read more |
| KUMBA-IO - 29/10/2025 |
Kumba (KIO) is a highly successful iron mining operation which is owned (79%) and controlled by Anglo American. The share price fell to as little as R223 in March... read more |
| ANGLO - 29/10/2025 |
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 |
| VALTERRA - 29/10/2025 |
Valterra, (VAL) was previously Anglo American Platinum, or Amplats, and is the second largest platinum producing company in the world (after Sibanye), producing... read more |
| IOCO - 28/10/2025 |
Previously called Enterprise Outsourcing Holdings (EOH), Ioco was Africa's largest information technology company with involvement in almost every aspect of computer... read more |
| PICKNPAY - 28/10/2025 |
Pick 'n Pay (PIK) is a retail grocery chain with over 2000 stores, mostly in South Africa, but also in the rest of Africa. The company was started by Raymond Ackerman... read more |