Guided Portfolios

Reporting Season – Wesfarmers

Wesfarmers (WES) presented its full-year 2025 results, which were better than expected, demonstrating that WES's businesses are performing well and taking market share. WES shares were priced for perfection heading into the results, and that is largely what they delivered, something [...]

2025-11-13T10:42:39+11:00August 28, 2025|

Reporting Season – Medibank Private Ltd

Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2025 results, which showed that MPL's disciplined approach to volume growth has won over the long term. The HNW Portfolio holds a 3% in MPL. Key Points: Record Profits: Medibank recorded [...]

2025-11-13T10:41:18+11:00August 28, 2025|

Reporting Season – Sonic Healthcare Ltd

Sonic Healthcare (SHL). This morning, global pathology company SHL reported its full-year profit results, which were solid but a little below expectations. The HNW Portfolio has a 3.5% weight to Sonic. Key Points: Profits: Profits increased by +7% to $514 million but [...]

2025-11-13T10:36:10+11:00August 21, 2025|

Reporting Season – The Lotteries Corp.

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 [...]

2025-08-21T12:07:56+10:00August 20, 2025|

Reporting Season – Transurban

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 [...]

2025-08-21T12:07:36+10:00August 20, 2025|

Reporting Season – Region Group

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 [...]

2025-08-21T12:28:37+10:00August 19, 2025|
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