Whitehaven also provided a Q3 2025 update. The HNW Portfolio holds a 2.5% weight to WHC. Coal Key Points: Coal production was 800 kt higher than the market expected, with WHC navigating higher rainfall in Queensland. Prices paid for [...]
Mineral Resources provided Q3 2025 update, one that was eagerly anticipated with the market looking for more information on the Onslow ramp-up and the haul road resurfacing. The HNW Growth Portfolio holds a 2% weight to MIN. Key Points: [...]
During March, the HNW Australian Equity Portfolio declined -3.17%, slightly ahead of the ASX 200 TR return of -3.39%. Outside of gold, there were few places to hide in March, with the spectre of Trump's tariffs seeing a broad-based sell-off on the [...]
During the volatile February reporting season, the HNW Australian Equity Portfolio declined by -3.18% ahead of the index’s return of -3.79%, a disappointing outcome as we were pleased with reporting season in aggregate, though the certain stocks were very frustrating. The key [...]
Medibank Private (MPL): This morning, Australia's largest health insurer reported its half-year 2025 results, which were very solid and saw the company try to minimise profitability. It is a politically astute move. The HNW Portfolio currently holds a 3% weight in [...]
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 2024 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 HNW [...]
Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported their 1H2025 results that highlighted the business had turned around. HNW Equity Portfolio has a 2.5% weight to BAP. Key Points: Profits Up: Net profit was up +6% to $46 [...]
This morning, Woodside (WDS) reported their full-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW portfolios have a 4.5% allocation to WDS. Key Points: Profit Down: Net profits of US$1.9 [...]
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its full-year results for 2025. Their results were in-line with expectations, with a temporary refining closure offset by a strong underlying convenience retail business in Australia and New Zealand. The HNW [...]
QBE Insurance (QBE) The global insurer released its full-year 2024 profit results, which showed the results of a long-term strategy to reduce volatility and complexity in the business. In general, the company benefits from continuing positive trends in the insurance industry. [...]
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