QBE Insurance (QBE): On Friday morning, the global insurer gave a quarterly update at their AGM, confirming the continuation of positive trends in insurance management discussed at their FY22 result in February. The HNW Portfolio has a 4% weight to [...]
JB Hi-Fi (JBH): Yesterday morning JBH provided an update to Q3 2023 sales which were stronger than expected and defied analyst predictions of a sales slump. The market has consistently underestimated JBH's ability to pivot into new consumer goods areas. [...]
Amcor (AMC): Yesterday morning, the global packaging company gave a quarterly update, which came in below market expectations. We usually don't comment on 3-month report releases as they are too volatile and can give a misleading picture, both positive and negative, [...]
Ampol (ALD): This morning (27/04/2023) ALD gave a quarterly trading update, which confirmed why we own the stock. Our Atlas Guided Portfolios hold various weightings to ALD, though constantly remains as one of the largest overweights. Key Points: Second strongest quarter [...]
Mineral Resources (MIN): This morning (26/05/2023), the diversified miner and mining services company gave a quarterly production update, which was below expectations. We usually don’t comment on 3-month production releases as they are too volatile and can give a misleading [...]
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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.
