Author: Lee Kern

Local

Vodacom Group (VOD)

Trading update: Vodacom reported revenue up 11% to R43.9bn for the quarter to 31 December 2025. Group service revenue advanced 12.7% to R34.6bn. Egypt service

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Local

Mpact (MPT)

Mpact plans to close the Springs paper mill by March 2026 after section 189A process. Mill faces 20% cost gap to imports and lost a

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Local

Datatec (DTC) 

Datatec acquired Maple Woods to boost Logicalis USAs managed security services. Maple Woods adds cybersecurity expertise. It supports expansion in US sectors. Click here to

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Local

Southern Sun (SSU)

Southern Sun plans to buy 50% stake in Sandton Towers, Garden Court Sandton City and Sandton Convention Centre for R735m cash. Pareto takes the other

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Local

Glencore (GLN)

Glencore entered a non-binding MOU for US-backed Orion CMC to buy 40% stake in its DRC assets Mumi and KCC at $9bn enterprise value. Orion

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Local

Hyprop Investments (HYP)

Hyprop reported SA tenants turnover up 5% and trading density up 7.5% for six months to 31 December 2025. Foot count rose 1.9% and vehicle

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Local

Super Group (SPG)

Super Group expects HEPS from continuing operations up between 23.6% and 31.8% to between 150c and 160c for the six months to 31 December 2025.

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Local

Impala Platinum (IMP)

Impala expects HEPS up between 392% and 411% to between 1015c and 1054c for the six months to 31 December 2025. Stronger USD PGM basket

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Offshore

SpaceX

SpaceX merged with xAI, Elon Musk’s AI company. Musk cited space-based data centres powered by constant solar energy to scale AI compute. The combined entity

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