Analyst Research
Stock analysis and calls from independent analysts on the JSE.All content is informational only — not financial advice.
Datatec ltd: The South African AI rally you missed and underrated?
Foreign companies linked to AI and data centers are skyrocketing. What about South African Datatec? Foreign companies linked to AI and data centers are skyrocketing. What about South African Datatec? I their 34.5% annual growth is just a beginning or their maximum? Let's find out.
What if I have Idea to invest in Lewis Group?
Today I take a focus on Lewis Group - one of the biggest non-food retail networks in Africa.
Burstone Group: much more than a REIT
Today we will explore the story of the biggest South African Real Estate investing company - their way from Investec subsidiary - to independent Real Estate investing company.
Hyprop Investments Limited. Exciting idea for investing or another stock for watchlist?
For this time we will talk about idea to invest in property with the one of South African REIT - Hyprop Investments Limited. You will see details of their business, metrics, strategy.
Optasia Limited: first steps on the JSE and first report
In this review we will talk about newcomer on JSE, listed for only 10 months. You will find out about their first financial results and changes in stock value.
Argent Industrial ltd: the ART of endless rise on the JSE
Argent Industrial Company story from scratch, the hardest periods in the past, Argent Industrial Company today and forecast for the future. This is a StockTalk Retrospective and our travelling in time with Argent Industrial Company
Grindrod special review. in search of new growth drivers after a rapid rally
In this review you will find out update about Grindrod Company, their position on JSE after released H1 financial report and their finished rally in H1 2026
Merafe Resources. The Ferrochrome Producer That Learned to Make More Money by Producing Less
Is it even possible to turn a loss-making business with idle factories into the black and even increase dividends by 300%? Yes. It's possible. It's proven by Merafe Resources.
Discovery Limited as an idea for investing.
In this review we will determine - is it good or bad idea to invest in Discovery Limited today?
Capitec - the path from microloans to a systemic bank
Capitec, the most expensive bank in South Africa, aged 27 years. In this review we will show how they started and scaled from a local microloans company - to South African bank with 840 subsidiaries.
Valterra Platinum Limited: Trend Reversal and New Opportunities.
Valterra Platinum published exciting financial report and surprised with x29 increase in dividends. What else do you need to decide if VAL is the best stock on JSE? Let's review Valterra performance in details.
Aspen Pharmacare as an idea for investing in 2026
Why not to invest in Aspen Pharmacare Holding, The biggest pharma Company in South Africa? Let's see. We will check their performance on JSE, their dividend payouts and decide - is it ok for today to invest in Aspen?
AECI: A 100-Year South African Industrial Giant Writing Its Next Chapter
Today we will talk about the company with 120 years history. Is it cost to invest in it today? Has the oldest Company a future on the stock market and how compete with younger business?
Bowler Metcalf: a quiet JSE compounder
Next Company to review is Bowler Metcalf ltd (JSE: BCF) - their story from scratch, ups and downs in the past and a possible future.
Exxaro Resources: when the coal is shining brighter than gold
New idea to review - investing in Exxaro resources. What if coal is still about profit? You will find out is it possible to earn with SA coal in 2026.
Famous brands special review
Investments in Famous Brands Limited seems like a perfect story. Is it true or not? You will see in this review.
Novus holdings as idea for investing
This episode is related to Novus holdings (JSE: NVS). You will see if it's cost to invest in NVS or not.
Sibanye-Stillwater: From Local Gold Spin-Off to Global Giant
A story of the company, financial review and forecast.
Wesizwe Platinum - special review: A Year in the Dark, and the Storm That Followed
In this review we will talk about Wesizwe Platinum (JSE: WEZ), recently unlocked on JSE for trades. In the fist days after "relisting", shares increased by 28%. Is it incredible moment to buy or run?
Spar group. Why Black Friday turned into red financial year?
Latest financial report for Spar group show R212 mln losses due to Black Friday promotions. Debts increased by +35.2%. So how "high season" for retailers turned into red financial period? Let's see.
PSG: maybe the most decent entry for long-term investment.
In this review we observe PSG as an idea for investments. Don't confuse with futbol team. PSG is a strong South African financial company, known also as insurance company.
Weekly recap
A Copy of review
Telkom. The best long-term game in a flat market?
Telkom published exciting FY report. You can see develop by all indicators but the rates still flat. Is it stagnation or a chance to get the most stable asset in portfolio? Let's see in this review.
Altron. 7 basics of success
Altron's financial report impressed investors. Company's shares became the most JSE growing company in May for just a few days. Nevertheless someone believe - the Company still underrated. Is it true?
Standard bank today. Still must-have tool or overrated asset?
Let's review idea to invest in Standard bank. You will see latest metrics, possible entry point, perspectives.
Afrimat. Special review. Strong financial report: reversal or trap?
Freshest review regarding Afrimat, a company listed almost 20 years ago on JSE and increased in price by at least 290%. But is it cost to invest today? See in this review.
We Buy Cars special review. Expectations vs reality.
We Buy Cars (WBC) published report on May 19 and the market rection is negative. The most promising company is in crisis for a long time. In this review you'll see is there any chance for WBC?
Astral: Record-Breaking Report, Shares Falling. What Did the Market See?
Astral foods published financial report with outstanding numbers. The market remain cold. What is the problem? What to do if the market behaves contrary to all the rules? Let's see in this review.
Standard Bank: Because Apparently “Risky” Now Means Buying Africa’s Biggest Banking Machine
Standard Bank Group Ltd. is not a moonshot tech stock, a junior miner, or a “trust me bro” turnaround. It is a large, profitable African banking group with serious scale, high returns on equity, a meaningful dividend, and exposure to South Africa plus faster-growing African markets. That makes it slightly awkward for a high-risk, high-reward investor: the risk is not that the company is broken; the risk is that the stock may already be pricing in a lot of quality.
Naspers: Because Apparently Owning Tencent Wasn’t Complicated Enough
Naspers Ltd. remains one of the strangest “local” JSE investments: a South African-listed stock whose value is still heavily tied to Tencent, while management is trying very hard to convince the market it is no longer just a Tencent wrapper wearing an ecommerce hoodie. The latest HY2026 results show real progress: revenue growth, higher ecommerce profitability, strong free cash flow, continued buybacks, and a more aggressive “AI-first lifestyle ecommerce ecosystem” strategy. For a high-risk, high-reward investor, NPN is interesting because the market is being asked to re-rate Naspers from “discounted holding company” to “global tech operator.” That is a big ask—but the numbers are finally less embarrassing. Assumption: the quoted “R 88 841,00” appears to be the JSE-style quote in cents, meaning roughly R888.41 per share, especially after the 5-for-1 share split completed in October 2025. Naspers states that the split affected per-share metrics and that current and comparative numbers were adjusted accordingly.