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).
| 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 R13bn which has subsequently grown... 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 enable each business to become... 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 services, open pit contract... 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 on Investec shares over the... 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 and property owners in the... 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 value. We see this as... 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 |
| LIFEHC - 23/05/2024 |
Life Healthcare (LHC) is the second-largest, JSE main-board listed, healthcare company with private hospitals, same-day clinics and surgeries and healthcare companies... read more |
| BHP - 23/05/2024 |
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 |
| THARISA - 23/05/2024 |
Tharisa (THA) is a mining company that mines and beneficiates platinum group metals (PGMs) and chrome. The company is listed in London and on the JSE. The Tharisa mine on the south-west limb... read more |
| PICKNPAY - 23/05/2024 |
Pick 'n Pay (PIK) is a retail grocery chain with 1858 stores, mostly in South Africa, but also in the rest of Africa. The company was started by Raymond Ackerman... read more |
| REUNERT - 23/05/2024 |
Reunert (RLO) is a company involved in electrical appliances, electrical engineering, and information communications. The company has been in existence for 130... read more |
| ANGLO - 23/05/2024 |
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 |
| RHODES - 23/05/2024 |
Rhodes (RFG) is a Western Cape manufacturer of convenience foods - started by Cecil John Rhodes in 1896. It has several well-known South African brands like Bisto,... read more |
| SALUNGANO - 22/05/2024 |
Salungano, previously Wescoal, engages in the mining and trading of coal. The company began production in 2021 producing coal from its Moabsvelden mine for Eskom.... read more |
| COLLINS - 22/05/2024 |
Collins (previously Tradehold) has "...a portfolio of more than 140 properties with a total gross lettable area of 1.6 million square metres. Of these properties,... read more |
| 4SIGHT - 22/05/2024 |
4Sight (4SI) is a Mauritian company which specialises in investing in "4th Industrial Revolution" companies and technologies. The first industrial revolution is... read more |