Research
Explore the latest insights and research from Ord Minnett.
Collins Foods (CKF) – Margins over sales
Collins Foods operates KFC stores in Australia and Europe.
Treasury Wine Estates (TWE) – Sour note
Treasury Wine Estates is a vintner that supplies its products globally but principally to Australia, the US, the UK and China.
Aurizon Holdings (AZJ) – Earnings railroaded
Aurizon Holdings is a rail freight and logistics operator in Australia hauling mining, agricultural, industrial, and retail products.
Reece (REH) - Moving through the cyclical low
Reece supplies plumbing, bathroom, heating, ventilation, air-conditioning, waterworks, and refrigeration products to commercial and residential customers in Australia, the US and New Zealand.
Aurelia Metals (AMI) – Delayed but not denied
Aurelia Metals produces and explores for gold, silver, copper, lead, and zinc.
Santos (STO) – Game on
Santos produces oil and gas from assets located in Alaska, the Cooper Basin, Queensland and NSW, Papua New Guinea, Western Australia, northern Australia and Timor-Leste.
Rio Tinto (RIO) – No Entrée yet
Rio Tinto Group mines and processes mineral resources worldwide, primarily iron ore, aluminium, and copper, but also other minerals, including lithium.
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.
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