Despite the macro headwinds, several sectors on the JSE are showing surprising resilience
as reporting season kicks off.
• Tech Boom: Companies like Altron and Datatec have reported massive jumps in
Headline Earnings Per Share (HEPS) of between 30% and 58%, signaling a strong
appetite for digital transformation within the SA economy.
• Real Estate: Redefine Properties recently lifted its 2026 guidance after a 7.4%
increase in half-year distributable income, suggesting that the commercial
property sector is weathering the high-interest-rate environment better than
expected.