Portfolio Update

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|

Portfolio Update – Woodside Energy Group Ltd

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 [...]

2025-08-21T12:25:52+10:00August 19, 2025|

Reporting Season – Charter Hall Retail

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 [...]

2025-08-21T12:16:13+10:00August 18, 2025|

Reporting Season – Lendlease

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 [...]

2025-08-21T12:14:52+10:00August 18, 2025|

Reporting Season – Ampol Ltd

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 [...]

2025-08-21T12:13:14+10:00August 18, 2025|
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