Research

Explore the latest insights and research from Ord Minnett.

Macquarie Group (MQG) - A question of faith

Macquarie Group operates around the globe through four businesses: Macquarie Asset Management (MAM), Banking and Financial Services (BFS), Commodities and Global Markets (CGM), and Macquarie Capital.

Orora (ORA) - Tariff risks

Orora designs, manufactures, and supplies glass bottles and aluminium cans for the beverage industry.

Insurance Australia Group (IAG) – Go west

Insurance Australia Group underwrites general insurance products and provides investment management services in Australia and New Zealand

Commonwealth Bank (CBA) - Operationally sound quarter

Commonwealth Bank provides retail and commercial banking services in Australia, New Zealand, and internationally. Commonwealth Bank of Australia was founded in 1911 and is based in Sydney.

BlueScope Steel (BSL) - Geographic spread split

BlueScope Steel produces and markets in hot rolled coil, coated and painted steel building products in Australia, New Zealand, Asia, North America and elsewhere.

South32 (S32) – Cash is King

South32 is a diversified metals and mining company with a portfolio of assets producing bauxite, alumina, aluminum, copper, silver, lead, zinc, nickel, metallurgical coal, manganese, and ferronickel products.

Two construction workers in safety gear discussing at a dusty site with machinery at sunset.

Macquarie Group (MQG) – Sale of US, Europe public markets business

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

Two women engage in a business meeting with two blurred colleagues around a conference table.

Woodside Energy Group (WDS) – Green light for Louisiana LNG

Woodside Energy Group is an oil and gas producer with operations across Australia, Asia Pacific, Africa, the Americas, and Europe.

Three large yellow dump trucks hauling dirt inside a rocky open-pit mine with dust clouds.

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