Three of the JSE’s perennially profitable specialist technology companies appear to be trading at attractive earnings multiples. But which one should investors log into? ISA HoldingsShare price: 115cJSE code: ISA BuyISA Holdings is a low-key security technology specialist that has largely built on its core competences rather than embarking on bouts of corporate action to bulk up and diversify its operational base. The record will show that ISA’s singular focus has served it well, albeit that performance and returns have been steady rather than spectacular. A recent cautionary notice, subsequently withdrawn, sparked speculation that ISA might be bought out, though the unspecified talks it cited may well also have referred to a small acquisition. In holding a market capitalisation of less than R200m, ISA could be perceived as an appetising morsel for bigger technology or service companies. ISA also presents a compelling fundamental story, trading on a trailing earnings multiple of abo...
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