Wesfarmers (WES): presented their first half 2025 results, demonstrating that WES' businesses are performing well, taking market share. What we saw today is the sales momentum from 2H 2024 has continued. The HNW Equity Portfolio has a 5% weight and the [...]
This morning, Transurban (TCL), the Australian and North American toll road operator, delivered record first-half 2025 results with strong revenue growth, traffic levels and profits. The HNW Portfolios has a 5.7% weight to TCL. Key Points: Record Profits: Transurban reported profit growth of [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their half-year 2025 results, which were mixed with solid financial results offset by adverse weather. These results were in line with expectations, with MIN releasing production numbers in [...]
The Lotteries Corp (TLC), Australia's largest lottery operator, released their half-year results for 2025 this morning, demonstrating that the house always wins. The HNW portfolios have a 3.3% weighting to TLC. Key Points Profits Down: TLC earnings decreased by 10% to $176 million, [...]
Deterra Royalties (DRR): Australia's only iron ore royalty trust and the most boring miner on the ASX released their half year 2025. For DRR, there is minimal scope for surprises on results day as revenue and production data were pre-released, [...]
Charter Hall Retail (CQR): this morning, the supermarket landlord reported their half-year results for 2025, which were better than expected and head of rival RGN. Generally, there should be minimal excitement on results day for this very boring and stable [...]
ANZ Bank (ANZ) released its full-year results, which came in around market expectations, highlighting the increased competition in deposits and lending and the acquisition of Suncorp Bank. ANZ is the last of the big four banks to report this season, with CBA [...]
Atlas Arteria (ALX) This morning, the Transurban of Eastern France, Atlas Arteria, released their first-half of 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. [...]
Wesfarmers (WES): presented their full-year 2024 results, which demonstrated that WES' businesses are performing well in a consumer slowdown and taking market share. The HNW Portfolios have a 4% weight to WES. Key Points: Record Profits: Earnings increased by 3.7%, to $2.6 [...]
Mineral Resources (MIN): This morning, the diversified miner and mining services company reported their full year 2024 results, which were below market expectations given the current lithium and iron ore prices. The HNW Portfolios hold a 2% weight to MIN. Key [...]
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