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).
| NASPERS-N - 16/09/2025 |
Naspers (NPN), Africa's largest company, is a massive international social media, gaming, and IT company whose main asset is 73% of Prosus (PRX) which in turn... read more |
| GREENCOAT RENEWABLES - 16/09/2025 |
Greencoat invests in, owns and operates cash generative European renewable energy infrastructure generation and storage assets. The company is involved in gas generation in Ireland and Spain,... read more |
| CAPPREC - 16/09/2025 |
Capprec (CTA) is a fintech company offering payments and payment infrastructure as well as software and services. Patrice Motsepe's African Rainbow Capital (ARC) owns a stake. The payments side... read more |
| OCEANA - 16/09/2025 |
Oceana (OCE) is Southern Africa's largest fishing business which also has significant fishing interests in the US through its Louisiana-based subsidiary Daybrook... read more |
| OUTSURE - 16/09/2025 |
OUTsurance (OUT) took over the listing of Rand Merchant Insurance (RMI) with effect from 7th December 2022. RMI unbundled its stakes in Discovery (DSY), and Mommet... read more |
| KORE - 15/09/2025 |
Kore (KP2) is a potash mining company which owns 97% of Sintoukola Potash which has the Kola and Dougou (DX) mining leases in the Congo. Kola has a resource of... read more |
| ASCENDIS - 15/09/2025 |
Ascendis Health (ASC) is a South African company which manufactures brands aimed at health in animals, plants, and people. Its objective is to focus on four businesses... read more |
| CAXTON - 15/09/2025 |
Caxton (CAT) is a South African printer and publisher. This company is at the heart of the displacement of hard copy by digital and it is adjusting by reducing... read more |
| LESAKA - 12/09/2025 |
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 |
| CITYLDG - 12/09/2025 |
City Lodge (CLH) runs a group of about 62 hotels in six African countries, with most of its business in South Africa. It is primarily aimed at the business traveller... read more |
| FIRSTRND - 12/09/2025 |
FirstRand (FSR) has five divisions - First National Bank (FNB), Rand Merchant Bank (RMH), WesBank, Ashburton (in the UK) and Aldermore. It operates in 10 African... read more |
| DISCOVERY - 12/09/2025 |
Discovery (DSY), developed and built by Adrian Gore over the past 25 years, offers the A/B income group of people a matrix of financial services which are inter-linked... read more |
| PAN-AF - 11/09/2025 |
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 |
| REMGRO - 11/09/2025 |
Johann Rupert's Remgro (REM) is an investment holding company which owns 28,2% of Rand Merchant Bank Holdings (RMH) and 3,9% of Firstrand. But that is not Remgro's... read more |
| METAIR - 11/09/2025 |
Metair (MTA) produces energy solutions (batteries) and components for the vehicle manufacturing business. It has operations in Africa and in various European and... read more |
| UPARTNERS - 11/09/2025 |
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 |
| GROWPNT - 11/09/2025 |
Growthpoint (GRT) is South Africa's largest real estate investment trust (REIT) with a primary listing on the JSE. Prior to COVID-19, it consistently grew its... read more |
| OMUTUAL - 11/09/2025 |
Old Mutual (OMU) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key... read more |
| BOWCALF - 10/09/2025 |
Bowler Metcalf (BCF) is a plastics manufacturing company that began in 1972 and listed on the JSE in 1987. The company's products include tube manufacture, printing,... read more |
| ANGLO - 10/09/2025 |
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 |