Research
Explore the latest insights and research from Ord Minnett.
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.
GQG Partners (GQG) – Ebb & Flow
GQG Partners operates as a boutique asset management company worldwide.
