RC 260909SAfm

Wednesday, 9 September 2026

Business results, airport infrastructure investment and disciplined portfolio management dominated the market-focused episode, with Growthpoint’s CEO reflecting on his departure after 26 years.

Listen · 1:33 · AI-read recap
  1. 18:17

    Growthpoint reported revenue above R13.2 billion, reduced its loan-to-value ratio to below 40%, and outgoing CEO Norbert Sasse said the balance sheet now has capacity for growth.

  2. 18:30

    Airports Company South Africa reported R8.8 billion revenue, up from R7.9 billion, and plans a R21.7 billion investment programme including terminal upgrades and expanded cargo capacity.

  3. 18:46

    Hyprop lifted distributable income per share by 11.7%, reduced debt and expects 7% to 9% growth in distributable income per share during 2027.

  4. 18:37

    Alan Gray portfolio manager Tim Ake said investors can succeed while being wrong three or four times out of ten, provided winners are larger and losses are tightly controlled.

  5. 18:19

    Sasse leaves Growthpoint after 26 years, having overseen expansion from nine properties to more than 460 and dividends exceeding R76 billion, while acknowledging office-sector exposure remains challenging.