Bank Results

Reporting Season – Atlas Arteria

The reporting season for February 2026 concluded for us today with the toll road owner Atlas Arteria. Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 2025 results. Similar to Transurban, ALX provides few surprises on [...]

2026-04-09T13:40:36+10:00February 26, 2026|

Reporting Season – ANZ Bank

ANZ Bank (ANZ) released its first-quarter trading update this morning, which was much better than expected. Normally, we don’t comment on quarterly updates as they can be misleading, though ANZ’s trading update revealed some interesting moves that have been reflected in today’s [...]

2026-02-13T12:19:48+11:00February 12, 2026|

Reporting Season – Dexus Industrial

Dexus Industrial (DXI): The industrial REIT reported its results for first half 2026, which were pretty solid demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.5% weight to DXI. Key Points: Profit steady: Funds from operations (FFO) [...]

2026-02-13T12:25:39+11:00February 11, 2026|

Reporting Season – Commonwealth Bank

Commonwealth Bank (CBA) reported its half-year results for 2026, 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 [...]

2026-02-13T12:21:35+11:00February 11, 2026|

Reporting Season – Region Group

Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released its half-year results for 2026, and the results were largely in line with expectations. Though given the nature of RGN’s assets, full occupancy and long leases, there is minimal [...]

2026-04-09T13:35:24+10:00February 10, 2026|

Reporting Season – Charter Hall Retail

Charter Hall Retail (CQR):  This morning, the supermarket landlord reported their half-year results for 2026, which were largely in line with market expectations. Though generally, there should be minimal excitement on results day for this very boring and stable supermarket [...]

2026-03-11T17:14:40+11:00February 6, 2026|

Portfolio Update – Macquarie Group

Macquarie Group (MQG): This morning, the global investment bank reported its first-half results for 2026, which were solid, with the mortgage bank and asset management offsetting losses in commodities. The HNW Portfolio has a 6% weighting to Macquarie Group. Key Points: [...]

2025-11-13T09:29:07+11:00November 7, 2025|
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