Amcor (AMC). This morning, the world's largest consumer packaging company & JA’s least favourite stock announced its results for the first quarter of 2026, marking the first full quarter of operations following the Berry Merger. The HNW Core Portfolio has a [...]
In October, the HNW Australian Equity Portfolio had a better month, gaining +0.93% ahead of the benchmark’s return of 0.36% in what proved to be a pretty volatile month. Gold continued to grind upwards, finishing at US$4,011/oz, though with some 5% falls [...]
Westpac Banking Corporation (WBC) released its full-year results for 2025, which were largely in line with market expectations albeit with a few pleasant surprises. Westpac is the first of the big four banks to report its full-year results this season, with [...]
CSL: This morning, the world's leader in manufacturing medicines from human blood, gave a trading update at their AGM that came in below market expectations. We usually don't comment on trading updates because they are too volatile and can give a [...]
In September, the HNW Australian Equity Portfolio had experienced a challenging month, declining -2.65% and underperforming the benchmark return of -0.78%, primarily due to macroeconomic factors rather than the outlook for company profits in 2026. Investors were probably due for a weaker [...]
In August, the HNW Australian Equity Portfolio had a had a challenging month, finishing up +1.34% and behind the ASX 200 TR (ex LPT) return of 3.01%. A disappointing outcome over a month that saw significant volatility, with the average results day trading range of close [...]
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories and equipment provider, which was in line with market expectations following a trading update in July. HNW Growth has a 2% weight to Bapcor. Key Points: Profits Down: Net profit was down -8% to [...]
Wesfarmers (WES) presented its full-year 2025 results, which were better than expected, demonstrating that WES's businesses are performing well and taking market share. WES shares were priced for perfection heading into the results, and that is largely what they delivered, something [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported its 2025 results, which were better than expected. However, to say the company has had an eventful year would be an understatement. The past year has seen MIN [...]
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 1H 2025 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and the result showed the resilience of ALX's business. The [...]
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ACKNOWLEDGEMENT
In the spirit of reconciliation, HNW Nexus acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
