In August, the HNW Australian Equity Portfolio had a had a challenging month, finishing up +1.34% and behind the ASX 200 TR (ex LPT) return of 3.01%. A disappointing outcome over a month that saw significant volatility, with the average results day trading range of close [...]
The Lotteries Corp (TLC), Australia's largest lottery operator, released their full-year results for 2025 this morning, which were ahead of market expectations and demonstrated that the house always wins. The HNW portfolio has a 3% weighting to TLC. Key Points [...]
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered a record full-year results with strong revenue growth, traffic levels and profits. The HNW Portfolio has a 5.7% weight to TCL. Key Points: Record Profits: Transurban reported profit growth of [...]
Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released their full-year results for 2025; the company's results were largely in line with expectations. The HNW Income Portfolio has a 2.5% weight to RGN. Key Points: Profits Up: Regions Funds [...]
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX has released its full-year 2025 results, which were quite pleasing. For DRR, there is minimal scope for surprises on results day, as revenue [...]
This morning, Woodside (WDS) reported its first-half 2025 results, which were in line with guidance following the June quarterly upgrade. The HNW Portfolio have a 4.5% allocation to WDS. Key Points: Profit: First-half net profits of US$1.25 billion, a slight increase over last [...]
CSL (CSL) reported its full-year 2025 profit results, which came in with mixed results, with a stronger Plasma and Iron division offsetting weakness in the Vaccines division. The intention to spin out the vaccines business and a significant reduction in headcount [...]
Charter Hall Retail (CQR): This morning, the supermarket landlord reported their full-year results for 2025, 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 [...]
Lendlease (LLC), the formerly multinational construction and asset management company, reported its full-year results for 2025, which showed progress on the turnaround and a successful exit from problematic international construction. The HNW Core Portfolio holds a 2% weight to LLC. Key [...]
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its first-half results for 2025, showing a weaker refining performance offset by a strong underlying convenience retail business in Australia and New Zealand. The HNW Portfolios have a 4% weight to [...]
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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.
