This morning, JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong half-year result that was ahead of market expectations despite what was thought to be a tough economic environment. The Portfolios have a 2.5% weight [...]
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half results with strong revenue growth, traffic levels and profits, not a great surprise if you have been on any of TCL’s toll roads lately . It is [...]
Dexus Industrial (DXI): The industrial REIT reported their half-year results for 2024, which demonstrated the continued demand for industrial real estate assets. The HNW Income Portfolio holds a 3.5% weight to DXI. Key Points: Profit up: Funds from operations (FFO) up [...]
Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the half year of 2024, which came in above market consensus due to a more challenging macroeconomic environment. The HNW Portfolios have a 4.5% weight to AMC. [...]
Around 11:45 am today, there was a disturbance in the force around the Sydney CBD as investment bankers from Morgan Stanley, Citi and Goldman Sachs cried out one after WDS announced that they were walking away from talks to merge [...]
Region Group (RGN): This morning, Australia's biggest convenience mall landlord, RGN, released their half-year results 2024. The company's results were largely in line with expectations, though they revealed higher interest costs. The HNW Equity Growth Portfolio has a 2% & the [...]
In January, the HNW Australian Equity Portfolio had a pleasing month, gaining +2.91% and ahead of the ASX 200 TR +1.19% Over the month, positions in Incitec Pivot (+10%), Medibank Private (+8%), JB Hi-Fi (+8% - though the position was trimmed mid-month [...]
This morning, global chemical company Incitec Pivot (IPL) announced a $500 million capital return to shareholders. The HNW Income & Growth Equity Portfolios have a 2.5% weight to IPL. Key Points: Capital Return: IPL are returning 26 cents to shareholders. [...]
In the latest report on shorted positions in HNW's Guided Portfolios, we see no major changes; other than a decrease in the short interest in JBH: The key themes in the below table: Overall level of shorts are not [...]
In December, the HNW Australian Equity Portfolio gained +5.66% but trailed the ASX200 TR return of +7.26% in a high beta Christmas rally to end the year. There was close to no company-specific news with companies in blackout before the release of [...]
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