Latest Investment Portfolios News

Imperial Pacific Limited reported a half-year net profit of $148,000 for the six months ending December 2025, supported by strong asset growth and a fully franked 7 cent dividend. The company’s portfolio, including stakes in London City Equities and Excelsior Capital, drove net asset value to record highs despite a dip in profit.

WAM Strategic Value Limited has reported a robust half-year performance, with net profit soaring 158.6% and an increased fully franked interim dividend. The company’s investment portfolio outperformed the market, underpinning strong shareholder returns.

Diversified United Investment Limited reported a modest profit increase for the half year ending December 2025, alongside a stable dividend and a proposed merger with Australian United Investment Company Limited.

NGE Capital Limited reported a remarkable 148% increase in profit after tax for the year ended 31 December 2025, driven by strong gains in uranium and mining investments. The company’s net tangible asset backing per share rose 25.7%, reflecting robust portfolio performance amid a volatile macroeconomic backdrop.

NAOS Emerging Opportunities Company Limited has reported a robust half-year profit increase of 103%, alongside a fully franked interim dividend of 2.10 cents per share, reflecting strong portfolio performance and market confidence.

NAOS Ex-50 Opportunities Company Limited has reported a remarkable turnaround with a 261% increase in net profit for the half-year ended December 2025, alongside a fully franked dividend hike and ongoing share buybacks.

NAOS Small Cap Opportunities Company Limited reported a remarkable half-year profit surge and declared a steady quarterly dividend, despite portfolio returns lagging the benchmark index.

Charter Hall Group has reported a strong first half for FY26, with operating earnings surging 21.6% and record equity inflows driving funds under management to $92.2 billion. The group has upgraded its full-year earnings guidance, signalling confidence amid ongoing market volatility.

Australian United Investment Company Limited reported a 7% increase in half-year profit despite a slight revenue dip, maintaining its dividend and announcing a transformative merger with Diversified United Investment Limited.

Glennon Small Companies Limited reported a half-year loss for the period ending 31 December 2025, driven by significant investment portfolio losses. Despite this, the company declared dividends and extended a key convertible loan.

Schaffer Corporation’s first half FY26 profit fell sharply due to a Jaguar Land Rover cyberattack disrupting production, while its South Connect Jandakot property development breaks ground.

Schaffer Corporation Limited reported a significant 61% drop in net profit and a 17% decline in revenue for the half-year ended December 2025, impacted by operational disruptions and softer market conditions. Despite the downturn, the company declared a fully franked interim dividend of 45 cents per share.