Reporting Season

Portfolio Update – Macquarie Group

Macquarie Group (MQG): This morning, the global investment bank reported its full results for 2025, which were solid despite the half having much fewer investment banking deals and increased volatility in the marketplace. Overall, a solid result from the vampire kangaroo [...]

2025-08-08T17:11:20+10:00May 9, 2025|

Reporting Season – Westpac Banking Corporation

Westpac Banking Corporation (WBC) released its half-year results for 2025, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results this season, with ANZ and NAB later this week and [...]

2025-08-08T17:12:53+10:00May 5, 2025|

Reporting Season – Medibank Private Ltd

Medibank Private (MPL): This morning, Australia's largest health insurer reported its half-year 2025 results, which were very solid and saw the company try to minimise profitability. It is a politically astute move. The HNW Portfolio currently holds a 3% weight in [...]

2025-08-08T17:16:41+10:00February 27, 2025|

Reporting Season – Atlas Arteria

Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their 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. The HNW [...]

2025-08-08T17:15:24+10:00February 27, 2025|

Reporting Season – Woodside Energy

This morning, Woodside (WDS) reported their full-year 2024 results, which came in above market expectations, helped by strong production at their new Sangomar project in Senegal. The HNW portfolios have a 4.5% allocation to WDS. Key Points: Profit Down: Net profits of US$1.9 [...]

2025-08-08T17:32:24+10:00February 25, 2025|

Reporting Season – Ampol Ltd

This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its full-year results for 2025. Their results were in-line with expectations, with a temporary refining closure offset by a strong underlying convenience retail business in Australia and New Zealand. The HNW [...]

2025-08-08T17:33:51+10:00February 24, 2025|
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