Research

Explore the latest insights and research from Ord Minnett.

Reece (REH) – Navigating the cyclical downturn

Reece is a manufacturer and supplier of plumbing products across trade, retail and commercial markets in Australia, New Zealand, and the US.

Ansell (ANN) – Gloved up

Ansell manufactures hand and body personal protective equipment (PPE) and its global business operates through two divisions, i.e. healthcare and industrial.

Hand sanitizer spray, white face mask, blue glove, and white pump bottle on blue background.

Coles Group (COL) – Road ahead clears

Coles Group is Australia’s second-largest supermarket chain operating through eponymous supermarkets and bottle shop brands such as Liquorland, Vintage Cellars and First Choice

Smiling woman holding a phone leans on a shopping cart in a grocery store aisle.

ResMed Inc. (RMD) – Diagnostic wins

ResMed manufactures sleep apnoea equipment and other respiratory devices and provides cloud-based software monitoring systems via the software as a service (SaaS) method.

Older woman with gray hair sleeping peacefully on white pillow in bed wearing a pink long-sleeve shirt.

COG Financial Services (COG) – Share price better reflecting growth options

COG Financial Services provides equipment financing and broking, aggregation, insurance broking, and novated leasing activities for small to medium-sized enterprises in Australia.

Yellow forklift parked inside warehouse among stacked large metal storage containers.

Electro Optic Systems Holdings (EOS) – A company maker

Electro Optic Systems develops and manufactures anti-drone software and systems and related laser weaponry it sells to military customers.

Drone equipped with a mounted weapon flying near a soldier in camouflage uniform holding a controller.

REA Group (REA) – Property player

REA Group is the dominant online sales platform for Australian real state and related products.

Smiling couple using laptop and holding credit card, man holding coffee mug at home table.

Macquarie Group (MQG) – Balancing act

Macquarie Group provides diversified financial services in Australia, New Zealand the Americas, Europe, the Middle East, Africa, and Asia.

Man in glasses showing stock market chart on laptop to another man at a wooden desk.

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