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).
| THUNGELA - 19/06/2024 |
Thungela (TGA) is Anglo American's coal assets which has been unbundled into the hands of Anglo shareholders and separately listed on the JSE and the LSE because of Anglo's policy of moving away... read more |
| MC-GROUP - 19/06/2024 |
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 |
| SANLAM - 19/06/2024 |
Sanlam (SLM) is one of the largest insurance and financial services groups in South Africa. It was established in 1918 and demutualised in 1998 and then listed on the JSE and the Namibian Stock... read more |
| EFORA - 19/06/2024 |
Efora Energy (EEL) is an African oil and gas company incorporated in 1993 and listed on the JSE in October 1994. The company is involved in numerous projects from oil production to midstream... read more |
| SEPHAKU - 19/06/2024 |
Sephaku (SEP) is a construction materials business in South Africa which supplies ready-mixed cement products and cement to the construction industry. The group consists of 100% of Metier Mixed... read more |
| STOR-AGE - 19/06/2024 |
Storage (SSS) is the JSE's only real estate investment trust (REIT) which specialises in buying and running domestic storage facilities in all major South African cities and in the UK. Its business... read more |
| TELKOM - 19/06/2024 |
Historically, Telkom (TKG) was the government-controlled provider of fixed line telephone connectivity in South Africa. With the advent of cell phones, Telkom was forced to subsidise the development... read more |
| AYO - 18/06/2024 |
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 |
| NOVUS - 18/06/2024 |
Novus (NVS) is South Africa's largest printing company with 11 printing plants. Until recently, it had the monopoly contract to do all of Media24's printing. With... read more |
| CONDUIT - 14/06/2024 |
Conduit Capital (CND) is a small financial services company, mainly in the insurance industry. It has two operating divisions - Investments and Insurance &... read more |
| MR-PRICE - 14/06/2024 |
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 |
| ENXGROUP - 14/06/2024 |
The enX Group (ENX) is a "...diversified industrial group that provides branded products and services to the petrochemical, fleet management, logistics and... read more |
| PPC - 13/06/2024 |
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 |
| MOTUS - 13/06/2024 |
Motus (MTH) was unbundled from Imperial (IPL) and separately listed on the JSE on 22-11-2018. It is a company that owns motor dealerships in South Africa, the... read more |
| SPAR - 13/06/2024 |
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 |
| VUNANI - 13/06/2024 |
Vunani (VUN) is a black-owned financial services group with interests in asset management, investment, banking, property and stockbroking. It also has an interest... read more |
| PREMIER - 12/06/2024 |
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 |
| NASPERS-N - 12/06/2024 |
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 - 12/06/2024 |
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 |
| GEMFIELDS - 12/06/2024 |
The Gemfields Group (GML) (previously Palinghurst Group) is a mining group that has two major projects: (1) Kagem, the world's largest producer of emeralds (in... read more |