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. [...]
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 [...]
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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.
