Reporting Season

Reporting Season – Commonwealth Bank

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 [...]

2026-02-13T12:21:35+11:00February 11, 2026|

Reporting Season – Region Group

Region Group (RGN): This morning, Australia's largest convenience mall landlord, RGN, released its half-year results for 2026, and the results were largely in line with expectations. Though given the nature of RGN’s assets, full occupancy and long leases, there is minimal [...]

2026-04-09T13:35:24+10:00February 10, 2026|

Reporting Season – Charter Hall Retail

Charter Hall Retail (CQR):  This morning, the supermarket landlord reported their half-year results for 2026, which were largely in line with market expectations. Though generally, there should be minimal excitement on results day for this very boring and stable supermarket [...]

2026-03-11T17:14:40+11:00February 6, 2026|

Portfolio Update – Macquarie Group

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: [...]

2025-11-13T09:29:07+11:00November 7, 2025|

Reporting Season – Westpac Banking Corporation

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 [...]

2025-11-13T09:33:18+11:00November 3, 2025|

Reporting Season – Wesfarmers

Wesfarmers (WES) presented its full-year 2025 results, which were better than expected, demonstrating that WES's businesses are performing well and taking market share. WES shares were priced for perfection heading into the results, and that is largely what they delivered, something [...]

2025-11-13T10:42:39+11:00August 28, 2025|
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