Portfolio Update

HNW Monthly Performance – September 2024

In September, the HNW Australian Equity Portfolio gained by +1.67%, trailing the ASX200 TR +2.68%, a disappointing outcome with the relative underperformance occurring during the final five days of the month after the announcement of measures in China to stimulate their faltering [...]

2024-10-02T16:46:08+10:00October 2, 2024|

Reporting Season – Atlas Arteria

Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their first-half of 2024 results. Similar to Transurban, given the regular traffic and revenue updates, there were few surprises, and the result showed the resilience of ALX's business. [...]

2024-09-09T16:00:29+10:00August 29, 2024|

Reporting Season – Woodside Energy Group Ltd

This morning, Woodside (WDS) reported their half-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW Growth portfolio has a 5% allocation to WDS, while the Income Portfolio has a [...]

2024-09-09T15:53:43+10:00August 27, 2024|

Reporting Season – Sonic Healthcare

Sonic Healthcare (SHL). This morning, global pathology company SHL reported their 2024 profit results, which were in line with expectations. The HNW Growth Portfolio has a 2% weight to Sonic. Key Points: Profits: Full profits were down to $511 million as very high-margin [...]

2024-08-22T18:34:22+10:00August 22, 2024|

Reporting Season – Whitehaven Coal

This morning, Whitehaven Coal (WHC) provided their full-year results following the transformational year in which they took ownership of two metallurgical coal mines from BHP. The HNW Growth Portfolio currently holds a 3% weight in WHC, but in light of today’s result [...]

2024-08-22T18:33:02+10:00August 22, 2024|

Reporting Season – Medibank Private

Medibank Private (MPL): This morning, Australia's largest health insurer reported its full-year 2024 results, which showed MPL's disciplined approach to volume growth, which was an excellent result overall from MPL. The HNW Portfolios currently hold a 3% weight in MPL. Key Points: [...]

2024-08-22T18:31:54+10:00August 22, 2024|
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