Lendlease (LLC), the formerly multinational construction and asset management company, reported its full-year results for 2025, which showed progress on the turnaround and a successful exit from problematic international construction. The HNW Core Portfolio holds a 2% weight to LLC. Key [...]
This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its first-half results for 2025, showing a weaker refining performance offset by a strong underlying convenience retail business in Australia and New Zealand. The HNW Portfolios have a 4% weight to [...]
Last night, Ampol (ALD), Australia's largest energy distributor and retailer, announced that it is offering to buy EG Australia. The HNW Portfolio has a 4% weight to ALD. Key Points: The Deal: ALD is looking to acquire EG Australia for $1.05 billion, comprising [...]
Amcor (AMC) Last night, the world's largest consumer packaging company announced its results for the full year of 2025, which included two months of operations from the newly merged Berry business. As expected, this was a difficult result to analyse, given [...]
This morning, Westpac Banking Corporation (WBC) provided a third-quarter update, which came in above market expectations. We typically refrain from commenting on trading updates, as they are often too volatile and can provide a misleading picture, both positive and negative. However, today's [...]
This morning, Suncorp (SUN), the now pure-play East-coast insurer, delivered strong full-year 2025 results and revealed how it will reward shareholders from the sale of its bank and continued strong cash flows. Overall, a very solid result. The HNW Portfolio has a 3% [...]
Dexus Industrial (DXI): The industrial REIT reported its results for 2025, which demonstrated continued demand for industrial real estate assets. The HNW Income Portfolio has a 2.8% weight to DXI. Key Points: Profit up: Funds from operations (FFO) up +5% to $58M million, [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported its 2025 results, which were better than expected. One of the key reasons we like ARF is the predictability of company earnings. With 100% occupancy, government support, and a lease [...]
Commonwealth Bank (CBA) reported its full-year results for 2025, 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 [...]
This morning, JB HI-FI (JBH), the local electronics and home appliance retailer, delivered a strong set of full-year results in line with expectations, which highlighted JB Hi-Fi's strong earnings and continued market share gains. The HNW Portfolios have a 2% weight to [...]
Suite 15, Fountain Corporate,
2 Ilya Avenue, Erina NSW 2250
HNW Planning Pty Ltd
ABN: 42 083 745 055
AFSL: 225216 | ACL: 225216
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.
