Research
Explore the latest insights and research from Ord Minnett.
Virgin Australia Holdings (VGN) – Smooth air
Virgin Australia is the nation’s No.2 airline and offers domestic air services under its own brand and overseas travel via its international partners, which include Qatar Airways, Singapore Airlines, United Airlines, Air Canada, Air New Zealand, Hawaiian Airline, and All Nippon Airways, and owns the Velocity loyalty business.
BHP Group (BHP) – Samarco costs
BHP Group is the world’s largest diversified miner, producing iron ore, copper, uranium, gold, zinc, lead, molybdenum, silver, iron ore, cobalt, and metallurgical and energy coal from operations in Australia, Europe, China, Japan, India, South Korea, North America, South America and elsewhere.
Treasury Wine Estates (TWE) – Sour taste
Treasury Wine Estates is a vintner whose brands include Penfolds, Wynns, Seppelt, Wolf Blass, Lindemans, Squealing Pig, DAOU Vineyards and Beringer Bros, and operates in Australia, the US, the UK, China and elsewhere.
Sandfire Resources (SFR) – Dependable
Sandfire Resources is a mining company that produces copper, gold, silver and zinc from projects in Australia, Spain and Botswana.
Ramelius Resources (RMS) – This horse taking peptides?
Ramelius Resources is a gold producer with its key projects being the Mt Magnet, Edna May and Rebecca-Roe development.
CSL (CSL) – Vaccines not stabilising
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.
Transurban Group (TCL) – Hands on the wheel
Transurban Group owns and operates more than 20 toll roads in Melbourne, Sydney, Brisbane, the Greater Washington region in the US, and in Montreal, Canada.
Goodman Group (GMG) – Growing pipeline
Goodman Group develops and operates logistics properties and data centres in major cities across Australia, New Zealand, Asia, Europe, the UK and the Americas.
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