PDSnetSA

PDSnetSA

Hudaco (HDC) is an importer and supplier of "...automotive, industrial and consumer products" mostly in Southern Africa. Its business has two sides (1) supplying automotive security, power tools, communications, and business supply products to the consumer market and (2) supplying mainly the mining and manufacturing industries with mechanical and electrical power...

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Lewis (LEW) is a retailer of furniture and electrical appliances operating through 807 stores under the Lewis (483 stores), Beares (137 stores), Best Home (144 stores), and most recently, United Furniture Outlets (43 stores) brands. Of these, 126 are in neighbouring countries. The company does 65,7% of its business on credit and offers customers credit insurance...

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Purple Group (PPE) is a trading platform and asset management company that is aimed mainly at the private investor and offers the cheapest costs of dealing in shares on the JSE. The company has three divisions: (1) Easy Equities which enables investors to buy very small quantities of shares with very low dealing costs. For example, buying R100 worth of a share...

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The Resilient group of companies (Resilient, Lighthouse - previously Greenbay, Rockcastle and Fortress) used to be the high-flyers of the property sector until the beginning of 2018 when a damning report was produced by 360ne Asset Management. The report claimed that the high prices enjoyed by the shares of these four real estate investment trusts (REIT) was...

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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 environmental clean-up, and (b) mining surface and shallow copper resources". The company has acquired (through SHIP) an extensive database from companies such as American Mining Conglomerate Newmont and Global...

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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 Europe and Africa to the North. It owns some of South Africa's best-known shopping malls like Rosebank, Canal Walk, Hyde Park, and Clearwater. It has been impacted to some extent by the fall-off in...

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Huge (HUG) is a telecommunications, media, and software company. It has operations in South Africa, Mozambique, Namibia, Lesotho, Swaziland, Botswana, Zambia, and Zimbabwe. It has the following main operating subsidiaries - Huge Cellular (49%), Huge Networks (50,03%), Huge Technologies (100%), Huge Telecoms (100%), Huge Soho (49%), Huge Media (96%), Huge Messaging...

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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. Today the company produces 300m tons from five coal mines. Mining accounts for 82% of revenue, but it owns 50% of the Arnot Mine and is looking to broaden its business into other parts of energy. In its...

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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 Tops Liquor chain. It has operations in Southern Ireland under the name "BWG" which operates through 1392 stores and the Spar chain of 388 stores in Switzerland. The company is expanding into Poland with...

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Castleview (CVW) is a real estate investment trust that owns two properties - a shopping mall in Port Elizabeth in the Eastern Cape, "Pier 14" which the company describes as a "themed lifestyle center" with 75 stores and a gross lettable area (GLA) of 30381 square meters and Cravenby Shoprite which has a GLA of 3301 square meters. It intends to buy other retail...

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Mahube (MHB) is an infrastructure holding company which reversed into Gaia and is involved in large-scale energy transport, water and sanitation projects. It is 41,35% owned by the Government Employees Pension Fund (GEPF). The company says, "Mahube Infrastructure owns five renewable energy assets – two wind farms and three solar PV (photovoltaic) farms – all of...

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E-Media Holdings (EMH) owns 67,7% of E-Media Investments which in turn runs ETV and E-News as well as other smaller operations. This company is investing heavily into multi-channel businesses which are showing good growth, but are still loss-making. E-Media's sole asset is a 67,69% stake in E-Media Investments and that, in turn, owns ETV, ENCA and Openview. In its...

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Go Life International (GLI) is a company listed in Mauritius with a secondary listing on the JSE's Alt-X market. Its focus is in "nutraceuticals" which are products associated with alternative medicine. In other words, they are not pharmaceuticals directly, but claim to offer consumers health benefits. The company was formed to acquire and exploit companies in...

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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 who have a lower living standard measure (LSM). It has 134 properties valued at R12bn. This is broken down as 67% retail, 23% office and 10% industrial. It also owns 60,9% of Indluplace (ILU) and 5,1%...

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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 company with four divisions - (1) a property portfolio in Natal, the Western Cape and Gauteng worth about R1bn, (2) a branded products division which supplies toys, electronics and stationery, (3) a...

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Impala Platinum Holdings (IMP), or Implats, is the world's third largest platinum group metals (PGM) producer. It has been suffering over the past 7 years from aggressive union action and legislative uncertainty. The CEO says that they are focused "...on developing a portfolio of long-life, low-cost, shallow, modern, mechanised mining assets". This is similar to...

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Nampak (NPK) is Africa's largest packaging company with interests in South Africa and ten other African countries. About 60% of its turnover comes from South Africa, but only 36% of its trading profit. The rest of Africa accounts for 59% of trading profit and only 31% of turnover. The company also has small interests in the UK and Ireland. It produces four kinds...

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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 R500m (50 000 shares at R10 per share). It has since acquired shares in African Healthcare (Pty) Ltd. (AHC), Vryburg Private Hospital (VPH) and Rondebosch Medical Center (Pty) Ltd. (RMC) - which resulted...