Analyst Corner

Event: Westpac FY2025 Full Year Results | Date: 2025-11-03 | Source: ASX Company Announcements Westpac Delivers Mixed FY2025 Results with Profit Decline Amid Cost Pressures Westpac Banking Corporation released its full-year financial results for the period ended 30 September 2025, reporting a net profit after tax of $6.9 billion, representing a

NOTE: Should be over-valued vs our $155 valuation. We have used the incorrect share price (referencing CDI instead of NYSE) which i will attend to shortly. Event: ResMed Q1 FY26 Earnings Release | Date: 2025-10-30 | Source: ResMed Investor Relations Q1 Revenue Climbs 9% with Gross Margin Expansion ResMed released its Q1

Website updates will occur through tonight. In the meantime, please refer to this email for CGF's updates. Paid members, you can also go through directly to company page "https://www.alphainsights.com.au/research/cgf/". A culling of non-paying membership will happen across the weekend. With

This is a continuation from my previous email - Alpha Insights: Portfolio Strategy. I have laid out my thought process, how/why I make my decisions, and when am I doing what. This would be relevant for use, only now I would say, so please don't take this

The global financial system is approaching a critical juncture, and preparation is key.

Event: Ansell 2025 AGM and Trading Update | Date: 2025-10-29 | Source: Ansell ASX Announcements Shares Surge 6% on AGM Trading Update and Guidance Lift Ansell Limited held its 2025 Annual General Meeting on 29 October 2025, where it provided a positive trading update for the first quarter of FY26, highlighting stronger

Event: Q1 FY26 Trading Update | Date: 2025-10-28 | Source: Austco Healthcare Investor Relations Q1 Revenue Jumps 51% on Robust Demand and Backlog Austco Healthcare released its Q1 FY26 trading update on 23 July 2025, reporting revenue of $23.2 million, a 51% increase year-on-year, driven by strong order conversion and integration

Event: CSL Shares Plunge on US Vaccination Decline and Cost-Cutting Plan | Date: 2025-10-28 | Source: CSL Investor Relations CSL Shares Drop 8% as US Flu Vaccination Slump Prompts $500M Cost Overhaul CSL Limited announced a significant restructuring initiative in response to declining US influenza vaccination rates, which have fallen 25% post-pandemic

Event: Karoon Energy Extends Share Buyback Amid Operational Updates | Date: 2025-10-10 | Source: Karoon Energy Investors Buyback Program Expanded with Strong Progress Reported Karoon Energy released its latest quarterly activities report and share buyback update on 10 October 2025, highlighting ongoing operational challenges and capital allocation progress. Key operational metrics included

Event: MA Financial Group 3Q25 Operating Update | Date: 2025-10-23 | Source: MA Financial Group Investor Centre 3Q25 Update Reveals Accelerated Momentum Across All Divisions MA Financial Group released its 3Q25 operating update on 23 October 2025, highlighting strong performance in the first nine months of FY25. Key metrics included assets under