Bank Results

Reporting Season – Commonwealth Bank

Commonwealth Bank (CBA) reported its full-year results for 2026, which showed that the underlying business was operating solidly as Australia's largest bank. Due to the breadth of its lending activities, which touch every sector, CBA is closely watched for a read [...]

2026-10-19T09:19:34+11:00August 12, 2026|

Portfolio Update – Westpac Banking

This morning, Westpac Banking Corporation (WBC) provided a third-quarter update, which was around expectations but came with a weaker outlook for loan growth. We usually don't comment on trading updates as they are too volatile and can give a misleading picture, both positive [...]

2026-10-19T09:48:51+11:00August 10, 2026|

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 [...]

2026-09-22T07:45:46+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 [...]

2026-09-22T07:46:12+10:00February 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) [...]

2026-09-22T07:46:12+10:00February 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 [...]

2026-09-22T07:46:12+10:00February 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 [...]

2026-09-22T07:46:12+10:00February 10, 2026|
Go to Top