Research

Explore the latest insights and research from Ord Minnett.

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.

ResMed (RMD) – Sleep well

ResMed develops, manufactures, distributes, and markets medical devices and cloud-based software applications for the healthcare markets.

Smiling woman stretching with eyes closed in bed under soft sunlight and shadows.

GQG Partners Inc (GQG) – Robust results

GQG Partners Inc is a Florida-based fund manager whose clients include insurance funds, pension funds, sovereign wealth funds, ultra-high net worth investors, sub advised funds, financial advisors, wealth management administration platforms, private banks, and other discretionary wealth managers.

Man in blue shirt analyzing financial charts and graphs on multiple monitors in a dark office.

Navigator Global Investments Limited (NGI) – Thinking strategically

Navigator Global Investments Limited is a fund manager offering open-ended products and structured products to retail, wholesale, and institutional investors.

Glowing connections linking cities across Europe, Africa, and Asia seen from space at night.

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