Latest Strategy News

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.

Codan Limited has reported a robust half-year performance for FY26, with revenue climbing 29% and net profit after tax jumping 55%, underpinned by strong demand in communications and metal detection sectors. The company also announced a 56% increase in its interim dividend, signalling confidence in sustained growth.

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.

360 Capital REIT reported a 63.2% rise in statutory profit to $3.1 million for H1 2026, maintaining distributions and expanding its portfolio with a $10 million Sydney apartment block investment.

Mitchell Services Limited reported a solid half-year performance with revenue up 3% to $102.4 million and EBITDA soaring 69% to $21.4 million, returning to profit after a prior loss. The company declared a fully franked 4 cent dividend, reflecting strong cash flow and disciplined capital management.

EQT Holdings Limited has reported a strong half-year performance with an 11.8% revenue increase and a 67% surge in profit after tax, while announcing a fully franked interim dividend of 56 cents per share despite suspending its dividend reinvestment plan.

Medical Developments International (MVP) reported an 8% revenue increase driven by strong Penthrox growth, despite a slight EBIT loss impacted by foreign exchange. The company advances pediatric approvals and targets further volume gains.

Universal Store Holdings has reported a robust first half of FY26, with sales and profits climbing significantly across its key brands, supported by margin gains and strategic investments.

MoneyMe Limited reported a 17.2% rise in gross revenue and a 43.7% reduction in net loss for the half-year to December 2025, underpinned by strong loan book growth and enhanced funding capacity.

Articore Group Limited reports a significant turnaround in 1HFY26 with improved profitability and margin expansion, prompting an upgrade to its FY26 EBIT guidance. The company’s strategic initiatives in marketing, supply chain, and technology are driving renewed momentum.

Sonic Healthcare has reported a robust half-year performance, with revenue climbing 16.6% to A$5.45 billion and net profit rising 10.9%, underpinned by organic growth and key acquisitions. The company maintains its full-year guidance amid ongoing US business rationalisation.