Arena REIT (ARF): The listed childcare and medical centre owner reported its 2025 results, which were better than expected. One of the key reasons we like ARF is the predictability of company earnings. With 100% occupancy, government support, and a lease [...]
Commonwealth Bank (CBA) reported its full-year results for 2025, which showed that the underlying business was operating solidly as Australia's largest company. Due to the breadth of its lending activities, which touch every sector, CBA is closely watched for a read [...]
Key Associate: Peter Almond Business Phone: 03 9592 7302 Mobile Phone: 0424 030 477 Address: 48 Dendy Street, Brighton VIC 3186 About Peter: Peter Almond was a qualified UK financial adviser from 1990 to [...]
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered a strong set of full-year results in line with expectations, which highlighted JB Hi-Fi's strong earnings and continued market share gains. The HNW Portfolios have a 2% weight to [...]
QBE Insurance (QBE): The global insurer released its first half 2025 profit results, confirming the continuation of positive trends in the insurance industry with increasing premiums and lower claims inflation. The HNW Growth Portfolio has a 5.4% weight to QBE. Key [...]
In July, the HNW Australian Equity Portfolio had a pleasing month up +2.74%, ahead of the ASX 200 TR (ex LPT) return of 2.29%. There was minimal company-specific news due to companies being in blackout before releasing their six-month financial results in August. [...]
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported a trading update for the last quarter of 2025 and guidance for its August reporting season, which was below market expectations. The Funds Management Gods punished Atlas’ hubris revealed [...]
In June, the HNW Australian Equity Portfolio posted a +1.37% gain just behind the ASX 200 TR return of 1.41%. There was minimal news due to companies being in blackout before releasing their six-month financial results in August, except for the last-minute earnings [...]
During May, the HNW Australian Equity Portfolio gained +3.86%, behind the ASX 200 TR return of +4.2%. Global markets were stronger in May after three negative months under Trump and tariff fatigue setting in amongst investors. In Australia the key news was [...]
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their first half of 2025 results, which was pleasant to see management making prudent moves in selling assets. Changing tack from trying to sell the whole business [...]
Suite 15, Fountain Corporate,
2 Ilya Avenue, Erina NSW 2250
HNW Planning Pty Ltd
ABN: 42 083 745 055
AFSL: 225216 | ACL: 225216
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.
