Research

Explore the latest insights and research from Ord Minnett.

Reece (REH) - Moving through the cyclical low

Reece supplies plumbing, bathroom, heating, ventilation, air-conditioning, waterworks, and refrigeration products to commercial and residential customers in Australia, the US and New Zealand.

Aurelia Metals (AMI) – Delayed but not denied

Aurelia Metals produces and explores for gold, silver, copper, lead, and zinc.

Santos (STO) – Game on

Santos produces oil and gas from assets located in Alaska, the Cooper Basin, Queensland and NSW, Papua New Guinea, Western Australia, northern Australia and Timor-Leste.

Rio Tinto (RIO) – No Entrée yet

Rio Tinto Group mines and processes mineral resources worldwide, primarily iron ore, aluminium, and copper, but also other minerals, including lithium.

Qantas Airways (QAN) – Fleet realignment

Qantas Airways provides air transportation services in Australia and internationally, through a fleet of aircraft under the Qantas and Jetstar brands.

NEXTDC (NXT) – Ramping Up

NEXTDC develops and operates data centres in Australia and the Asia-Pacific region.

Cochlear (COH) – Sound business

Cochlear provides cochlear implant systems, sound processor upgrades, bone conduction systems, accessories, and other products.

Telstra Group (TLS) – Keeping the faith

Telstra Group is the largest telecommunications carrier in Australia.

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