Research
Explore the latest insights and research from Ord Minnett.
Treasury Wine Estates (TWE) – Nice drop
Treasury Wine Estates is a wine producer and marketer operating in Australia, the US, the UK, China and other countries.
SPC Global Holdings (SPG) – Bearing fruit
SPC Global Holdings is a food and drinks supplier that sells its products under the eponymous SPC brand
Woodside Energy (WDS) – Louisiana sell-down in train
Woodside Energy produces and sells liquefied natural gas (LNG), pipeline gas, crude oil and condensate, and natural gas liquids across the Asia Pacific, Africa, the Americas, and Europe.
BlueScope Steel (BSL) – Shipping steel
BlueScope Steel produces and markets metal coated and painted steel building products in Australia, New Zealand, Asia, North America and elsewhere.
ResMed (RMD) – Sleep well
ResMed (RMD) – Sleep well ResMed develops, manufactures, distributes, and markets medical devices and cloud-based software applications for the healthcare markets..
Bubs Australia (BUB) – 2025 Turnaround Story
Bubs Australia produces various infant nutrition and wellbeing products in Australia, China, the United States, and internationally.
Santos (STO) – Underestimated Outlook
Santos produces oil and gas from assets located across Queensland, NSW, Papua New Guinea, Western Australia, Northern Australia, Timor-Leste and the US state of Alaska.
Fortescue (FMG) – Record Quarterly Output
Fortescue is Australia’s third-largest iron ore producer and is also exploring and developing interest in other minerals, including copper, gold, lithium and rare earths.
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