The February reporting season continued today with a pleasing result from a quite “boring” company Deterra Royalties (DRR): Australia's only iron ore (Australia) and lithium (USA) royalty trust and the most boring miner on the ASX, released its half-year 2026 [...]
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered a strong set of first half 2026 results, which were ahead of expectations. JBH’s profit results showed no signs that consumers were tightening their purse strings in response to the [...]
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 [...]
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 [...]
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 [...]
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 [...]
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ACKNOWLEDGEMENT
In the spirit of reconciliation, HNW Nexus acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.
