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 [...]
Last night, Ampol (ALD), Australia's largest energy distributor and retailer, announced that it is offering to buy EG Australia. The HNW Portfolio has a 4% weight to ALD. Key Points: The Deal: ALD is looking to acquire EG Australia for $1.05 billion, comprising [...]
Amcor (AMC) Last night, the world's largest consumer packaging company announced its results for the full year of 2025, which included two months of operations from the newly merged Berry business. As expected, this was a difficult result to analyse, given [...]
This morning, Westpac Banking Corporation (WBC) provided a third-quarter update, which came in above market expectations. We typically refrain from commenting on trading updates, as they are often too volatile and can provide a misleading picture, both positive and negative. However, today's [...]
This morning, Suncorp (SUN), the now pure-play East-coast insurer, delivered strong full-year 2025 results and revealed how it will reward shareholders from the sale of its bank and continued strong cash flows. Overall, a very solid result. The HNW Portfolio has a 3% [...]
Dexus Industrial (DXI): The industrial REIT reported its results for 2025, which demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.8% weight to DXI. Key Points: Profit up: Funds from operations (FFO) up +5% to $58M million, [...]
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