Whitehaven Coal (WHC) provided their half-year results for 2025, as expected commodity price falls were offset by a step change in volumes from the new BHP met coal mines. The HNW Portfolios currently holds a 3% weight in WHC. Key Points: Profits [...]
Sonic Healthcare (SHL). This morning, global pathology company SHL reported their first-half profit results, which were very good and better than expected. The HNW Equity Portfolio has a 3.7% weight to Sonic. Key Points: Profits: Profits were up +17% to $237 million, [...]
Wesfarmers (WES): presented their first half 2025 results, demonstrating that WES' businesses are performing well, taking market share. What we saw today is the sales momentum from 2H 2024 has continued. The HNW Equity Portfolio has a 5% weight and the [...]
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half 2025 results with strong revenue growth, traffic levels and profits. The HNW Portfolios has a 5.7% weight to TCL. Key Points: Record Profits: Transurban reported profit growth of [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their half-year 2025 results, which were mixed with solid financial results offset by adverse weather. These results were in line with expectations, with MIN releasing production numbers in [...]
The Lotteries Corp (TLC), Australia's largest lottery operator, released their half-year results for 2025 this morning, demonstrating that the house always wins. The HNW portfolios have a 3.3% weighting to TLC. Key Points Profits Down: TLC earnings decreased by 10% to $176 million, [...]
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their half year 2025. For DRR, there is minimal scope for surprises on results day as revenue and production data were pre-released, [...]
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their half-year results for 2025, which were better than expected and head of rival RGN. Generally, there should be minimal excitement on results day for this very boring and stable [...]
In January, the HNW Australian Equity Portfolio had a solid absolute month up +4.08% though trailing the ASX200 TR of +4.57%, an acceptable outcome for a lower beta portfolio, though frustrating for the Portfolio’s fund manager as the last couple of trading [...]
The February 2025 reporting season kicked off today in a pleasing fashion. Amcor (AMC) This morning at the Australian investor unfriendly time of midnight, the world's largest consumer packaging company announced its results for the half year of 2025. Seeing the [...]
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