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 - 12/06/2025 |
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 owns 26% of Tencent - a Hong Kong-listed... read more |
| PROSUS - 12/06/2025 |
On 11th September 2019, Naspers (NPN) separately listed Prosus (PRX) on the Euronext in Amsterdam to house all its international assets including its stake in Tencent, Mail.Ru and other internet... read more |
| MC-GROUP - 12/06/2025 |
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 |
| PAN-AF - 12/06/2025 |
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 gold a year at a cost of about R450... read more |
| PREMIER - 11/06/2025 |
Premier is a food producer which was spun out of Brait (BAT) through an initial public offer (IPO) and separately listed on 24th March 2023 which raised R3,6bn... read more |
| KAP - 11/06/2025 |
KAP International Holdings (KAP) is a diversified industrial company which produces and markets timber, chemicals (PET and related chemicals), bedding and car... read more |
| SPAR - 11/06/2025 |
Spar (SPP) runs a chain of supermarkets across Southern Africa with 2402 stores. It also operates the Build-It chain in hardware and building materials and the... read more |
| TELKOM - 11/06/2025 |
Historically, Telkom (TKG) was the government-controlled provider of fixed line telephone connectivity in South Africa. With the advent of cell phones, Telkom... read more |
| PPC - 10/06/2025 |
PPC is a leading manufacturer and supplier of cement, aggregates, ready-mix, lime, limestone, and fly-ash in Africa. It has eleven cement factories in South Africa,... read more |
| 4SIGHT - 10/06/2025 |
4Sight (4SI) is a Mauritian company which specialises in investing in "4th Industrial Revolution" companies and technologies. The first industrial revolution is... read more |
| OMNIA - 10/06/2025 |
Omnia (OMN) is a diversified chemicals company supplying products to the agricultural, chemicals and mining industries in South Africa and 48 other countries.... read more |
| AVENG - 10/06/2025 |
The once-massive construction company, Aveng (AEG), which traded at R69 a share in 2008, was reduced to a penny stock. This sad demise was brought about by a number... read more |
| AFORBES - 10/06/2025 |
Alexander Forbes (AFH) is a financial services company offering asset management, insurance, healthcare, retirement, consulting, and wealth management to both... read more |
| FORTRESSB - 09/06/2025 |
Fortress (listed on the JSE as FFA and FFB) is a real estate investment trust (REIT) with properties held in its own name and shareholdings in other REIT's. Principally,... read more |
| FTBPROPB - 09/06/2025 |
Fairvest (FTB) is a real estate investment trust (REIT) which specialises in investing in smaller rural and non-urban shopping centers that are focused on consumers... read more |
| MR-PRICE - 09/06/2025 |
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 |
| TFG - 09/06/2025 |
The Foschini Group (TFG) is an international retailer of 28 fashion brands. It has 4083 trading outlets in 32 countries around the world. It has a division in... read more |
| ALPHAMIN - 06/06/2025 |
Alphamin (APH) is a tin mining and exploration company operating out of Mauritius. Its primary asset is just over 80% of Alphamin Bisie Mining which has a tin... read more |
| BRIMSTON - 06/06/2025 |
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... read more |
| AYO - 06/06/2025 |
AYO is a black-owned technology company that was spun out of AEEI and in which AEEI still holds 49,4%. There were suspicious circumstances with a massive R4,3bn... read more |