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).
| AFINE - 26/05/2024 |
Afine (ANI) is a real estate investment trust (REIT) formed in 2021 which specialises in acquiring petrol stations. The company acquired 5 petrol stations in February 2021 and 2 more in May 2021.... read more |
| BRIKOR - 26/05/2024 |
Brikor (BIK) is a company that manufactures bricks, roof tiles and clay pipes. It was listed on the Alt-X in August 2007 and describes itself as "...a diverse manufacturer and supplier of building... read more |
| BRIMSTON - 26/05/2024 |
Brimstone (BRT) is a black-controlled investment holding company with a diverse portfolio of holdings. It owns: 1. 54,2% of Sea Harvest, which is a listed fishing company and has a market capitalisation... read more |
| 4SIGHT - 26/05/2024 |
4Sight (4SI) is a Mauritian company which specialises in investing in "4th Industrial Revolution" companies and technologies. The first industrial revolution is seen as that which was involved... read more |
| QUANTUM - 26/05/2024 |
Quantum (QFH) is in the chicken business. It has four divisions - Animal feeds, eggs and layers, broilers and an African division where it sells related products. Quantum was obviously badly... read more |
| SHBCAP - 24/05/2024 |
Shaftesbury Capital is a real estate investment trust (REIT) which invests in properties in London's West End including Covent Garden, Carnaby, Chinatown and Fitzrovia.... read more |
| BYTES - 24/05/2024 |
Bytes Technology was spun out of Altron and separately listed on the London Stock Exchange (LSE) and the JSE. At listing it had a market capitalisation of about... read more |
| TSOGO-SUN - 24/05/2024 |
Tsogo (TSG) is a gaming, hotel and entertainment business which has split into separate gaming and hotel businesses in order to unlock shareholder value and to... read more |
| STEFSTOCK - 24/05/2024 |
Stefanutti (SSK) is a South African construction company which offers roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical... read more |
| INVLTD - 24/05/2024 |
Investec (INL) does specialist banking and asset management in South Africa, Australia, Europe, the UK, and a few other countries. Brexit in the UK has put pressure... read more |
| CAPREG - 24/05/2024 |
Capital and Regional (CRP) is a UK real estate investment trust (REIT) which owns and manages in-town community centres in England. Obviously, both the UK consumer... read more |
| EMIRA - 24/05/2024 |
Emira Property (EMI) is a real estate investment trust (REIT) which has substantial exposure to the South African economy through its office properties. It owns... read more |
| MAHUBE - 24/05/2024 |
Mahube (MHB) is an infrastructure holding company which reversed into Gaia and is involved in large-scale energy transport, water and sanitation projects. It is... read more |
| BIDCORP - 24/05/2024 |
Bidcorp (BID) is a diversified international food company which operates in 34 countries around the world. It was spun out of Bidvest in June 2017 to release shareholder... read more |
| HCI - 24/05/2024 |
Hosken Consolidated Investments (HCI) is a BEE investment holding company owned by the South African Clothing and Textile Workers' Union. It has investments in... read more |
| FRONTIERT - 24/05/2024 |
Frontier Transport (FTH) is a bus company whose major asset is Golden Arrow bus services, but which also owns Sibanye Bus Services, Table Bay Rapid Transit, N2... read more |
| SSU - 23/05/2024 |
Previously called Tsogo Sun Hotels, Southern Sun Hotels is a gaming, hotel and entertainment business which has split into separate gaming and hotel businesses... read more |
| BURSTONE - 23/05/2024 |
Burstone (previously Investec Property Fund) is a diversified South African real estate investment trust (REIT) with a R27,2bn portfolio with 92 properties in... read more |
| DENEB - 23/05/2024 |
Deneb (DNB) is a 67,8% subsidiary of Hosken Consolidated Investments (HCI), listed on the JSE under specialty financial services. Deneb is an investment holding... read more |
| SPEARRIT - 23/05/2024 |
Spear (SEA) is a real estate investment trust (REIT) which specialises in properties in and around Cape Town. It was started by Mike Flax and the CEO is Quintin... read more |