Research
Explore the latest insights and research from Ord Minnett.
Qantas Airways (QAN) – Fleet realignment
Qantas Airways provides air transportation services in Australia and internationally, through a fleet of aircraft under the Qantas and Jetstar brands.
NEXTDC (NXT) – Ramping Up
NEXTDC develops and operates data centres in Australia and the Asia-Pacific region.
Cochlear (COH) – Sound business
Cochlear provides cochlear implant systems, sound processor upgrades, bone conduction systems, accessories, and other products.
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.
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