Research
Explore the latest insights and research from Ord Minnett.
Treasury Wine Estates (TWE) – Sour taste
Treasury Wine Estates is a vintner whose brands include Penfolds, Wynns, Seppelt, Wolf Blass, Lindemans, Squealing Pig, DAOU Vineyards and Beringer Bros, and operates in Australia, the US, the UK, China and elsewhere.
Sandfire Resources (SFR) – Dependable
Sandfire Resources is a mining company that produces copper, gold, silver and zinc from projects in Australia, Spain and Botswana.
Ramelius Resources (RMS) – This horse taking peptides?
Ramelius Resources is a gold producer with its key projects being the Mt Magnet, Edna May and Rebecca-Roe development.
CSL (CSL) – Vaccines not stabilising
CSL engages in the research, development, manufacture, market, and distribution of biopharmaceutical products, principally plasma-derived treatments and nephrology therapies, and vaccines in Australia, the US, Germany, the UK, Switzerland and China.
Transurban Group (TCL) – Hands on the wheel
Transurban Group owns and operates more than 20 toll roads in Melbourne, Sydney, Brisbane, the Greater Washington region in the US, and in Montreal, Canada.
Goodman Group (GMG) – Growing pipeline
Goodman Group develops and operates logistics properties and data centres in major cities across Australia, New Zealand, Asia, Europe, the UK and the Americas.
GQG Partners (GQG) – Outflows persist
GQG Partners operates as a boutique asset management company in global markets.
Brazilian Rare Earths (BRE) – Monte Alto advances - offtake & assistance
Brazilian Rare Earths focuses on the exploration of rare earth elements and other critical minerals in Brazil.
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