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, [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported its 2025 results, which were better than expected. One of the key reasons we like ARF is the predictability of company earnings. With 100% occupancy, government support, and a lease [...]
Commonwealth Bank (CBA) reported its full-year results for 2025, which showed that the underlying business was operating solidly as Australia's largest company. Due to the breadth of its lending activities, which touch every sector, CBA is closely watched for a read [...]
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered a strong set of full-year results in line with expectations, which highlighted JB Hi-Fi's strong earnings and continued market share gains. The HNW Portfolios have a 2% weight to [...]
QBE Insurance (QBE): The global insurer released its first half 2025 profit results, confirming the continuation of positive trends in the insurance industry with increasing premiums and lower claims inflation. The HNW Growth Portfolio has a 5.4% weight to QBE. Key [...]
In July, the HNW Australian Equity Portfolio had a pleasing month up +2.74%, ahead of the ASX 200 TR (ex LPT) return of 2.29%. There was minimal company-specific news due to companies being in blackout before releasing their six-month financial results in August. [...]
This morning, Bapcor (BAP), Australia's largest vehicle parts, accessories, and equipment provider, reported a trading update for the last quarter of 2025 and guidance for its August reporting season, which was below market expectations. The Funds Management Gods punished Atlas’ hubris revealed [...]
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