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 [...]
Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2025 results, which showed that MPL's disciplined approach to volume growth has won over the long term. The HNW Portfolio holds a 3% in MPL. Key Points: Record Profits: Medibank recorded [...]
Sonic Healthcare (SHL). This morning, global pathology company SHL reported its full-year profit results, which were solid but a little below expectations. The HNW Portfolio has a 3.5% weight to Sonic. Key Points: Profits: Profits increased by +7% to $514 million but [...]
This morning, Whitehaven Coal (WHC) released its full-year results for 2025, which were largely in line with market expectations, given that it provided a trading update in late July. The HNW Portfolio currently holds a 3% weight in WHC. Key Points: Profits [...]
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