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).
| ARAXI - 27/11/2025 |
Araxi (Previously Capital Appreciation) is a fintech company operating in South Africa, the UK, the USA, Europe and the rest of Africa. The company offers payments and payment infrastructure... read more |
| FORTRESSB - 27/11/2025 |
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, it owns shares in Nepi... read more |
| BRIKOR - 27/11/2025 |
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 |
| VUKILE - 27/11/2025 |
Vukile (VKE) is a real estate investment trust (REIT) trading on the JSE and the Namibian Stock Exchange. It owns properties directly, shares in other REITs, property in the UK as well as a growing... read more |
| TIGBRANDS - 27/11/2025 |
Tiger Brands (TBS) is a massive, diversified food producer and marketer in South Africa. It produces and sells such well-known brands at Jungle Oats, Tastic Rice, Koo, All Gold, Albany bread,... read more |
| TREMATON - 27/11/2025 |
Trematon (TMT) is an investment holding company with subsidiaries, joint ventures and associate companies, mostly in the Western Cape. The company also invests in listed and unlisted shares.... read more |
| ZEDA - 26/11/2025 |
Zeda is a car rental company unbundled and spun out of Barloworld with a fleet of 250 000 vehicles and 14 dealerships around South Africa. It holds the licence... read more |
| AFINE - 26/11/2025 |
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... read more |
| COPPER360 - 26/11/2025 |
Copper 360 describes its business as follows, "The Copper 360 business is focused on (a) processing historical mined copper rock dumps through a process of... read more |
| MANTENGU - 26/11/2025 |
Previously known as Mine Restoration, this company invests in mining resources. It owns the Langpan Project which mines and processes chrome with a high concentration... read more |
| STEFSTOCK - 26/11/2025 |
Stefanutti (SSK) is a South African construction company which offers roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical... read more |
| PEPKORH - 26/11/2025 |
Pepkor Holdings (Pep) (PPH), previously known as Pep, is 71,01% owned by Steinhoff International. With the collapse of the Steinhoff group following admissions... read more |
| SEAHARVST - 26/11/2025 |
Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It was controlled by Brimstone which had a 54,92% stake. Sea Harvest... read more |
| ATTACQ - 26/11/2025 |
Attacq (ATT) is a BEE level 2 property developer that converted to a real estate investment trust (REIT) in May 2018 and has been listed on the JSE since 2013.... read more |
| RHBOPHELO - 26/11/2025 |
RH Bophelo (RHB) is a black-owned African healthcare company that listed on the JSE in July 2017 as a "special purpose acquisition company" (SPAC) after raising... read more |
| OCTODEC - 26/11/2025 |
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... read more |
| NASPERS-N - 25/11/2025 |
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 |
| PROSUS - 25/11/2025 |
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... read more |
| PPC - 25/11/2025 |
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 |
| NICTUS - 25/11/2025 |
Nictus (NCS) is a furniture and electrical appliance retailer with three stores in South Africa. It also sells short-term insurance through Corporate Guarantee.... read more |