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).
| 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 in consideration for the issue... read more |
| DIPULA-A - 15/05/2024 |
Dipula "A" shares (DIA) receive a preferred income of 5% while the "B" share (DIB) receives the balance. So the "A" share is more stable and less risky. On 7th April 2022 the shareholders voted... read more |
| MTN-GROUP - 15/05/2024 |
MTN is a leading emerging market mobile operator, serving 290 million people (including 29m in South Africa) in 19 countries across Africa and the Middle East. MTN's three largest subscriber... read more |
| OCTODEC - 15/05/2024 |
Octodec (OCT) is a real estate investment trust (REIT) which owns 246 properties mainly in the inner cities of Johannesburg (33,9%) and Pretoria (66,1%). It has a gross lettable area (GLA) of... read more |
| WEBBUYCAR - 14/05/2024 |
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 |
| RAUBEX - 14/05/2024 |
Raubex (RBX) is a construction company that was started in 1974 and listed on the JSE in 2007. The company has three divisions in construction, materials, and... read more |
| CALGRO-M3 - 14/05/2024 |
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 |
| STOR-AGE - 14/05/2024 |
Storage (SSS) is the JSE's only real estate investment trust (REIT) which specialises in buying and running domestic storage facilities in all major South African... read more |
| VODACOM - 14/05/2024 |
Vodacom (VOD) is South Africa's largest airtime and data provider for cell phones. It is a subsidiary of the international company Vodaphone. Its competitors are... read more |
| ANGLO - 14/05/2024 |
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 |
| POWER - 13/05/2024 |
Powerfleet merged with Mix Telematics (MIX) as a company which specialises in vehicle tracking technology and the Internet of Things (IOT). It has operations in... read more |
| SIBANYE-S - 13/05/2024 |
Sibanye (SSW) is a mining house which has been on a rapid acquisition trail accumulating platinum and gold mines in South Africa and America and is now broadening... read more |
| DRDGOLD - 13/05/2024 |
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 |
| TREMATON - 13/05/2024 |
Trematon (TMT) is an investment holding company with subsidiaries, joint ventures and associate companies, mostly in the Western Cape. The company also invests... read more |
| ANGGOLD - 13/05/2024 |
Anglogold Ashanti (ANG) is an international gold producer which used to have operations in South Africa (the last of which, Mponeng, has now been sold), and still... read more |
| 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 |