Latest Portfolio Management News

Origin Energy reported a solid FY25 with strong Energy Markets performance, robust LNG trading gains, and rapid customer growth at Octopus Energy, while declaring a fully franked 60 cent dividend for the year.

Northern Star Resources will unveil its FY25 financial results on 21 August, accompanied by a live conference call featuring key executives. Investors await insights into the gold miner’s performance and strategic outlook.

Arena REIT reported a robust 17% increase in net operating profit for FY2025, underpinned by strong portfolio management and development activity, while raising its distribution guidance by 5.5% for FY2026.

Platinum Asia Investments Limited (PAI) held a pivotal Scheme Meeting seeking shareholder approval to restructure by exchanging shares for units in the Platinum Asia Fund Complex ETF (PAXX), accompanied by a special dividend payment. The outcome will reshape PAI’s investment management and ownership structure.

SGH Ltd reported a solid 12.6% rise in net profit for FY2025 alongside a dividend increase, reflecting steady growth despite key asset sales. The company’s net tangible asset backing per share surged, signaling strengthened balance sheet resilience.

Equity Story Group has raised $200,000 through a strategic share placement at a premium, signaling investor confidence as it expands its wealth management services.

QBE Insurance Group reported a strong first half in 2025, with net profit rising significantly and a stable capital position, underpinning confidence in its full-year outlook.

QBE Insurance Group reported robust half-year results with a 6% increase in gross written premiums and a notable improvement in underwriting profitability. The insurer’s strategic portfolio management and resilient investment performance underpin a confident outlook for 2025.

Charter Hall Long WALE REIT reported steady FY25 earnings with strong occupancy and a strategic shift toward government-leased assets, setting the stage for growth in FY26.

WAM Alternative Assets Limited has announced a 15.4% increase in its fully franked final dividend for FY2025, reflecting robust portfolio gains and a confident outlook under Wilson Asset Management's stewardship.

Argo Investments Limited reported a modest profit increase for the fiscal year ending June 2025 and announced a fully franked final dividend, including a LIC capital gain component that offers tax benefits to shareholders.

RocketBoots Limited has expanded its sales pipeline with five new customers covering over 8,550 locations and secured a strategic $1 million investment from Bombora Funds, positioning itself strongly in the growing AI retail technology market.