Research

Explore the latest insights and research from Ord Minnett.

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.

GQG Partners (GQG) – Ebb & Flow

GQG Partners operates as a boutique asset management company worldwide.

CAR Group (CAR) - Modest upgrades

CAR Group is an online portal for vehicle and marine sales that operates in Australia, New Zealand, Brazil, South Korea, Malaysia, Indonesia, Thailand, Chile, China, the US and Mexico.

REA Group (REA) - Market underestimating growth

REA Group is an online property portal operating ins Australia, India, the US, Malaysia, Singapore, Thailand, Vietnam and other countries.

SEEK (SEK) - Demand slows in Asia

SEEK provides online employment marketplace services in Australia, South East Asia, New Zealand, the United Kingdom, Europe, and internationally.

ARB Corporation (ARB) - Sales continue to weaken

ARB Corporation manufactures and sells motor vehicle accessories and light metal engineering works, principally for the 4WD market.

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