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).
| PHP - 25/07/2025 |
Primary Healthcare Properties is a real estate investment trust (REIT) which owns a portfolio of 516 healthcare properties in the UK worth GBP2,8bn. The company... read more |
| RENERGEN - 25/07/2025 |
Renergen (REN) describes itself as an "...integrated alternative energy business..." which invests in renewable energy projects in Africa. The company... read more |
| KUMBA-IO - 25/07/2025 |
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 - 25/07/2025 |
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 |
| WESIZWE - 25/07/2025 |
Wesizwe (WEZ) is a miner of platinum group metals through its development of the Bakubung Platinum Mine (BPM). The company is developing a mine to access the Merensky... read more |
| KAROO - 24/07/2025 |
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... read more |
| AECI - 24/07/2025 |
AECI (AFE) is a leading producer of chemicals and explosives in South Africa. It supplies products for the mining industry, water treatment, animal health, food... read more |
| NORTHAM - 24/07/2025 |
Northam (NPH) is a fully empowered platinum mining company which operates in the Bushveld complex. In the current difficult legislative environment where the 3rd... read more |
| MR-PRICE - 24/07/2025 |
Mr. Price (MRP) is a retailer of clothing, household goods and sportswear through shop fronts and online in Africa and Australia. Unlike most retailers, Mr. Price... read more |
| ADCOCK - 24/07/2025 |
Adcock (AIP) is a leading supplier of pharmaceuticals to both the private and public sector in South Africa. It has also diversified to India and other sub-Saharan... read more |
| VODACOM - 24/07/2025 |
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 |
| SASOL - 23/07/2025 |
Sasol (SOL) is a massive international chemicals and energy company which has its roots in the oil-from-coal technology developed during the apartheid era in South... read more |
| SIBANYE-S - 22/07/2025 |
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 |
| SOUTH32 - 22/07/2025 |
South 32 (S32) was spun out of BHP Billiton in 2015 and contained all of BHP's South African coal assets. It is, in its own right, a diversified miner of base... read more |
| JUBILEE - 22/07/2025 |
Jubilee Metals Group (JBL) is a diversified metals recovery company which re-processes mine waste and surface materials. It is listed both on the London AIM market... read more |
| REINET - 22/07/2025 |
Reinet (RNI) is an investment holding company whose main asset for many years was a stake in British American Tobacco (BAT). In its financial results for the year... read more |
| HYPROP - 21/07/2025 |
Hyprop (HYP) is a leading property real estate investment trust (REIT) that specialises in high-quality shopping malls in South Africa and some interests in Eastern... read more |
| MAS - 21/07/2025 |
MAS (MSP) is a real estate investment trust (REIT) which invests in office, commercial, logistics, retail, and hospitality properties in Europe and the UK. This... read more |
| BHP - 21/07/2025 |
BHP is a world-wide commodities company with its headquarters in Melbourne, Australia. It processes minerals, oil and gas and it has 62000 employees, mostly in... read more |
| VALTERRA - 21/07/2025 |
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 |