ANZ Bank (ANZ) released its first-quarter trading update this morning, which was much better than expected. Normally, we don’t comment on quarterly updates as they can be misleading, though ANZ’s trading update revealed some interesting moves that have been reflected in today’s [...]
Dexus Industrial (DXI): The industrial REIT reported its results for first half 2026, which were pretty solid demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.5% weight to DXI. Key Points: Profit steady: Funds from operations (FFO) [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported their half-year 2026 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 [...]
CSL (CSL) reported its first-half 2026 profit results, which followed the muted guidance given at the AGM. The results were overshadowed by the sudden departure of the CEO last night. The HNW Core Portfolio holds a 7% weight to CSL. Key [...]
Commonwealth Bank (CBA) reported its half-year results for 2026, 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 [...]
Amcor (AMC). This morning, the world's largest consumer packaging company announced its results for the first half of 2026, which is the first full half of operations post the Berry Merger. The HNW Portfolio has a 4.4% weight to AMC. Key [...]
ANZ Bank (ANZ) released its full-year results, which came in around market expectations, highlighting the increased competition in deposits and lending. ANZ is the last of the big four banks to report this season, with CBA to give its third-quarter update tomorrow. [...]
Macquarie Group (MQG): This morning, the global investment bank reported its first-half results for 2026, which were solid, with the mortgage bank and asset management offsetting losses in commodities. The HNW Portfolio has a 6% weighting to Macquarie Group. Key Points: [...]
Amcor (AMC). This morning, the world's largest consumer packaging company & JA’s least favourite stock announced its results for the first quarter of 2026, marking the first full quarter of operations following the Berry Merger. The HNW Core Portfolio has a [...]
Westpac Banking Corporation (WBC) released its full-year results for 2025, which were largely in line with market expectations albeit with a few pleasant surprises. Westpac is the first of the big four banks to report its full-year results this season, with [...]
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