Research

Explore the latest insights and research from Ord Minnett.

Amcor (AMC) – Sticking it out

Amcor manufacturers and sells rigid and flexible packaging products in Europe, North America, Latin America, and the Asia Pacific, and sells through its direct sales force.

Goodman Group (GMG) – Arriving now

Goodman Group owns, develops and manages logistics and industrial properties and data centres in major global cities.

Aurizon Holdings (AZJ) – Yield appeal

Aurizon Holdings is a freight business in Australia. It operates through network, coal, bulk and other segments, serving mining, metal, industrial, and agricultural customers.

ARB Corp (ARB) – New car sales sluggish

ARB Corporation designs, manufactures and sells motor vehicle accessories and light metal engineering works, with a focus on the 4WD market. It has operations in Australasia, the US, Thailand, the Middle East, the UK and Europe.

Treasury Wine Estates (TWE) – Plentiful grapes

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.

Telstra Group (TLS) – Mobile pricing boost

Telstra Group is the largest telecommunications carrier in Australia.

Computershare (CPU) – Volatile times

Computershare provides issuer, corporate trust, employee share plans and voucher, communication and utilities, technology and operations, and mortgage and property rental services.

Myer Holdings (MYR) – Margins narrow

Myer Holdings operates department stores in Australia and New Zealand and also has an online division.

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