This morning, Westpac Banking Corporation (WBC) provided a first-quarter update, which came in above market expectations. We usually don't comment on trading updates as they are too volatile and can give a misleading picture, both positive and negative, but today's share price [...]
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released strong first-half results. The result shows that ALD’s various businesses are all performing well (see below table), with most divisions ahead of where they were pre-pandemic. The HNW Portfolios have a [...]
This morning, Suncorp (SUN), the Queensland-based insurer and bank operator, delivered a strong result, continuing its strong performance from the first half. The HNW Portfolios have a 3% weight to SUN. Key Points: Record Profits: Suncorp has continued to grow profits through [...]
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their full-year results for 2024, which were better than expected and head of rival RGN. Though generally, there should be minimal excitement on results day for this very boring and [...]
Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the full year of 2024, which was pleasing to see the business return to volume growth after several quarters of destocking from customers such as Pepsi and [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported their full-year 2024 results, which, as always, were consistent and steady. One of the key reasons we like ARF is the predictability of company earnings. With 100% occupancy, government [...]
This morning, Dexus Industrial (DXI), the industrial REIT reported their full-year results for 2024, which demonstrated the continued demand for industrial real estate assets. The HNW Income Portfolio holds a 3.5% weight to DXI. Key Points: Profits Up: Funds From Operations (FFO) [...]
Commonwealth Bank (CBA) reported its full-year results for the 2024 financial year which were better than expected. Though due to the run up in the company’s share price since May ($110 to ~$135) any disappointment would have been treated harshly. [...]
Region Group (RGN): This morning, Australia's biggest convenience mall landlord, RGN, released their full year 2024; the company's results were largely in line with expectations. The HNW Portfolios have a 2% weight to RGN. Key Points: Profits Lower: down -7% to $193 [...]
CSL (CSL) reported their full-year 2024 profit results, which were very solid, benefiting from stronger plasma collections and a strong USD, which is a positive for Australian investors and one of the reasons why we own the stock. The HNW Growth [...]
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