Research
Explore the latest insights and research from Ord Minnett.
Telstra Group (TLS) – Keeping the faith
Telstra Group is the largest telecommunications carrier in Australia.
Goodman Group (GMG) – Up the curve
Goodman Group owns, develops, and manages industrial, logistics, and data centre assets, and has operations in Australia, New Zealand, Asia, Europe, the UK, and the Americas.
Select Harvests (SHV) – Prices are trumps
Select Harvests engages in the growing, processing, packaging, and selling of almonds and its by-products in Australia.
Macquarie Group (MQG) - A question of faith
Macquarie Group operates around the globe through four businesses: Macquarie Asset Management (MAM), Banking and Financial Services (BFS), Commodities and Global Markets (CGM), and Macquarie Capital.
Orora (ORA) - Tariff risks
Orora designs, manufactures, and supplies glass bottles and aluminium cans for the beverage industry.
Insurance Australia Group (IAG) – Go west
Insurance Australia Group underwrites general insurance products and provides investment management services in Australia and New Zealand
Commonwealth Bank (CBA) - Operationally sound quarter
Commonwealth Bank provides retail and commercial banking services in Australia, New Zealand, and internationally. Commonwealth Bank of Australia was founded in 1911 and is based in Sydney.
BlueScope Steel (BSL) - Geographic spread split
BlueScope Steel produces and markets in hot rolled coil, coated and painted steel building products in Australia, New Zealand, Asia, North America and elsewhere.
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