Charter Hall Retail REIT (CQR), the convenience retail real estate manager, posted strong earnings this morning, demonstrating the resilience of retail operators in Australia. The HNW Income has a 3.5% weight to CQR. Strong Operating Earnings: Operating earnings increased [...]
CSL (CSL) reported their full year 2023 profit results, which confirmed a range of our investment theses for owning the company and were better than expected; as discussed in June, the only negative was a stronger USD, which is a positive [...]
Lendlease (LLC), the multinational construction and asset management company, reported with mix results yesterday morning, with this being their second year of changing the business to an investment led company from a construction led company. The Core Portfolio has a [...]
Yesterday morning JB HI-FI (JBH), the local electronics and home appliance retailer provider, delivered a strong full year result despite what was thought to be a tough economic environment. The core and income Portfolios have a 3% weight to JBH. [...]
Arena REIT (ARF): The listed childcare and medical centre owner reported their full year 2023 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, [...]
QBE Insurance (QBE) The global insurer released its half-year 2023 profit results, giving details om the positive trends in insurance management and the tailwinds from higher interest rates discussed in the company’s earnings guidance given in July, so there were few [...]
Dexus Industrial (DXI): the industrial REIT reported their full-year results for 2023 results which had few surprises, unlike CLW, which reported yesterday. The HNW Income Portfolio holds a 3.6% weight to DXI. Key Points: Profits up: Funds from operations up +2% [...]
This morning Suncorp (SUN), the Queensland based insurer and bank operator, delivered a strong result continuing its performance from the first half of the year. The HNW Portfolios have a 2.5% weight to SUN. Key Points: Record Profits: 2023 proved to [...]
Commonwealth Bank (CBA): reported their full-year results for the 2023 financial year, which were very solid, as expected. Due to the breadth of its lending activities touching every sector, CBA is watched very closely for a read on the broader [...]
The February 2023 company reporting period concluded last week, revealing the financial accounts for the six months ending 31st December 2022. Overall, this was a very mixed reporting season with a greater degree of dispersion than we have seen over [...]
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