Research
Explore the latest insights and research from Ord Minnett.
PEXA Group (PXA) – Trading update
PEXA Group provides a digital property settlements platform in Australia and the UK, operating through three divisions.
Megaport (MP1) – Major contract win
Megaport provides a cloud-based software-defined network platform that enables users to connect their network to other services, known in the industry as ‘network as a service’ (NaaS), and has customers in Australia, New Zealand, Hong Kong, Singapore, Japan, North America and Europe.
AGL Energy (AGL) & Origin Energy (ORG) – Battery overbuilding clouds earnings outlook
AGL Energy supplies energy generated from coal, gas-fired, wind, hydro, solar and grid-scale batteries, and also offers natural gas storage and other firming and storage technology.
MyState (MYS) – Macro headwinds to impact loan growth
MyState provides banking, trustee, equipment finance, and managed fund products and services in Australia.
Vicinity Centres (VCX) – Acquires centre in Sydney’s west
Vicinity Centres is a major retail property groups with a fully integrated asset management platform and $24 billion in retail assets under management across 52 shopping centres, making it the second largest-listed manager of Australian retail property behind Scentre (SCG).
Mineral Resources (MIN) – Strong operational result
Mineral Resources offers mining services in Australia, Asia, and internationally, as well as having its own operations in iron ore and lithium.
Ventia Services Group (VNT) – Promising outlook
Ventia Services Group provides infrastructure services in Australia and New Zealand and operates across a wide variety of sectors including Defence bases, telecommunications, water, and the renewable energy sector.
Sigma Health (SIG) – London Calling
Sigma Healthcare operates as a retail pharmacy franchisor and pharmaceutical wholesale and distributor to community pharmacies primarily in Australia, with its flagship brands being Chemist Warehouse, Amcal, and Discount Drug stores.
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