Research
Explore the latest insights and research from Ord Minnett.
Energy One Limited (EOL) - Margin thesis playing out
Energy One provides software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in Australasia and Europe.
Service Stream Ltd (SSM) - High-quality earnings stack
Service Stream engages in the design, construction, operation, and maintenance of infrastructure networks across the telecommunications, utilities, and transport sectors in Australia.
Woolworths Group (WOW) - Closing the gap
Woolworths operates the eponymous supermarket chain in Australia and New Zealand, along with the Big W discount department store network and several e-commerce and specialty retail businesses.
Tabcorp Holdings (TAH) - Betting on the right horse
Tabcorp Holdings, together with its subsidiaries, provides gambling, and entertainment and integrity services in Australia.
Electro Optic Systems Holdings (EOS) – Grizzly counterattack
Electro Optic Systems Holdings engages in the development, manufacture, and sale of telescopes and dome enclosures, laser satellite tracking systems, and remote weapon systems.
Macquarie Group (MQG) – Strong starter
Macquarie Group provides diversified financial services in Australia, New Zealand the Americas, Europe, the Middle East, Africa, and Asia.
Breville Group (BRG) – Poised for earnings recovery
Breville Group designs, develops, markets, and distributes small electrical kitchen appliances in the consumer products industry in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
CSL (CSL) – Rough Week
CSL engages in the research, development, manufacture, market, and distribution of biopharmaceutical products, principally plasma-derived treatments and nephrology therapies, and vaccines in Australia, the US, Germany, the UK, Switzerland and China.
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