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 - 17/05/2024 |
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 |
| COPPER360 - 17/05/2024 |
Copper 360 describes its business as follows, "The Copper 360 business is focused on (a) processing historical mined copper rock dumps through a process of environmental clean-up, and (b) mining... read more |
| KAROO - 17/05/2024 |
Cartrack was folded into a new international listing under the name Karoo (KRO) on 21st April 2021. It operates a vehicle recovery, insurance, telematics, and fleet management company operating... read more |
| MC-GROUP - 17/05/2024 |
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 50 countries. The company's 90-day... read more |
| SANLAM - 17/05/2024 |
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 on the JSE and the Namibian Stock... read more |
| BARWORLD - 17/05/2024 |
Barloworld (BAW) is an international supplier of heavy earth-moving equipment and vehicles to the mining, agriculture, infrastructure, power, automotive and logistics sectors. Its best-known... read more |
| AFRIMAT - 17/05/2024 |
Afrimat (AFT) is an open-pit mining company that supplies composites, construction materials and other commodities to a range of industries in Southern Africa. Until the end of 2015, Afrimat... read more |
| NAMPAK - 17/05/2024 |
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, but only 36% of its trading... read more |
| DKR - 16/05/2024 |
DKR is a real estate investment trust (REIT) which specialises in investing in German retail property in micro locations away from the top cities. The company... read more |
| STEFSTOCK - 16/05/2024 |
Stefanutti (SSK) is a South African construction company which offers roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical... read more |
| CORONAT - 16/05/2024 |
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 |
| SANTOVA - 16/05/2024 |
Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international... read more |
| SEAHARVST - 16/05/2024 |
Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It is controlled by Brimstone which has a 54,92% stake. Sea Harvest... read more |
| NEPIROCK - 16/05/2024 |
Nepi-Rockcastle (NRP) is a R124bn real estate investment trust (REIT) which operates more than 56 shopping malls in 9 central and eastern European countries, mostly... read more |
| ENXGROUP - 16/05/2024 |
The enX Group (ENX) is a "...diversified industrial group that provides branded products and services to the petrochemical, fleet management, logistics and... read more |
| UPARTNERS - 16/05/2024 |
Universal Partners (UPL) is an investment holding company with a primary listing in Mauritius and a secondary listing on the Alt-X of the JSE. It listed in 2013... read more |
| SALUNGANO - 15/05/2024 |
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 |
| EQUITES - 15/05/2024 |
Equites (EQU) is the only real estate investment trust (REIT) on the JSE which specialises in industrial logistics and distribution properties in South Africa... read more |
| SANTAM - 15/05/2024 |
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 |
| DIPULA-B - 15/05/2024 |
Dipula is a real estate investment trust (REIT) which is 30.24% owned by Coronation. On 6 June 2022, the company repurchased all of the Dipula A-shares in issue... read more |