Research

Explore the latest insights and research from Ord Minnett.

Bubs Australia (BUB) – 2025 Turnaround Story

Bubs Australia produces various infant nutrition and wellbeing products in Australia, China, the United States, and internationally.

Santos (STO) – Underestimated Outlook

Santos produces oil and gas from assets located across Queensland, NSW, Papua New Guinea, Western Australia, Northern Australia, Timor-Leste and the US state of Alaska.

Fortescue (FMG) – Record Quarterly Output

Fortescue is Australia’s third-largest iron ore producer and is also exploring and developing interest in other minerals, including copper, gold, lithium and rare earths.

JB Hi-Fi (JBH) – Strong but Pricey Performer

JB Hi-Fi retails home consumer electrical products and white goods.

Commonwealth Bank of Australia (CBA) – Demographic Questions

Commonwealth Bank of Australia provides financial services in Australia, New Zealand, and internationally.

South32 (S32) – Volumes the highlight

South32 is a diversified metals and mining company

Megaport (MP1) – Appeal emerges

Megaport provides on-demand interconnection and internet exchange services

Lynas Rare Earths (LYC) – One-off miss

Lynas Rare Earths Limited, together with its subsidiaries, engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia.

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