Industrials

Industrials

AUD

www.ororagroup.com

asx-ora

ORA

Outperform

AU$2.34B

2343846435

Orora Ltd. engages in the manufacturing and distribution of fiber, glass and aluminum beverage cans. It operates through the Orora Australasia and Orora North America segments. The Orora Australasia segment focuses on the manufacture of fiber and beverage packaging products within Australia and New Zealand. The Orora North America segment refers to the purchasing, warehousing, selling and delivering a range of packaging and other related materials. The company was founded in 1949 and is headquartered in Hawthorn, Australia.

Industrials

AUD

www.travelctm.com

asx-ctd

CTD

Buy

AU$1.99B

1992956625

Corporate Travel Management Ltd. engages in managing the procurement and delivery of travel and accommodation agency services for its clients. It operates through the following geographical segments: Australia and New Zealand, North America, Asia, Europe, and Other. The Other segment refers to the group’s support service, created to support the operating segments, and growth of the global business. The company was founded by James Michael Pherous in 1994 and is headquartered in Brisbane, Australia.

Industrials

AUD

www.airnz.co.nz

asx-aiz

AIZ

Outperform

AU$1.83B

1833825631

Air New Zealand Ltd. engages in the transportation of passengers and cargo on an integrated network of scheduled airline services. It also provides engineering and maintenance services. The company was founded on April 26, 1940 and is headquartered in Auckland, New Zealand.

Industrials

AUD

www.graincorp.com.au

asx-gnc

GNC

Buy

AU$1.76B

1760621479

GrainCorp Ltd. is a food ingredients and agribusiness company. The firm's activities include supply chain, origination and processing. It operates through the Agribusiness and Processing segments. The Agribusiness segment supplies grains and oils including wheat, coarse grains, oilseeds, pulses, organics, animal fats, used cooking oils, and vegetable oils for animal feed purposes. The Processing segment focuses in the crushing, processing, manufacturing, and distribution of edible oil. The company was founded in 1916 and is headquartered in Sydney, Australia.

Industrials

AUD

www.monadelphous.com.au

asx-mnd

MND

Outperform

AU$1.73B

1732562088

Monadelphous Group Ltd. provides construction, maintenance and industrial services to the resources, energy and infrastructure sectors. The firm's divisions include Engineering Construction; and Maintenance and Industrial Services. The Engineering Construction division provides large-scale multidisciplinary project management and construction services. The Maintenance and Industrial Services division specializes in the planning, management and execution of mechanical and electrical maintenance services, shutdowns, sustaining capital works, fixed plant maintenance services, access solutions, specialist coatings and rail maintenance services. . It operates through the following geographical segments: Australia, Chile, Papua New Guinea, Mongolia, and Other overseas locations. The company was founded in 1972 and is headquartered in Perth, Australia.

Industrials

USD

www.catapultsports.com

asx-cat

CAT

Buy

AU$1.66B

1662708607

Catapult Group International Ltd. engages in the development and supply of wearable athlete tracking and analytics solutions. The company was founded by Shaun Holthouse and Igor van de Griendt in 2006 and is headquartered in Melbourne, Australia.

Industrials

AUD

www.droneshield.com

asx-dro

DRO

Buy

AU$1.51B

1508234567

DroneShield Ltd. engages in the development and commercialisation of hardware and software technology for drone detection and security. Its products include DroneGun, DroneSentinel, and DroneSentry. The firm also offers drone solutions for airports, commercial venues, critical infrastructure, executive protection, government, and prisons. The company was founded on November 4, 2015 and is headquartered in Sydney, Australia.

Industrials

AUD

www.superloop.com

asx-slc

SLC

Buy

AU$1.47B

1469135319

Superloop Ltd. engages in the provision of connectivity services in the Asia Pacific region. The firm operates through the following segments: Connectivity, Services, and Broadband. The Connectivity segment includes the development and operation of independent connectivity infrastructure and services throughout the Asia Pacific region for wholesale and enterprise customers including fibre optic cable, international submarine cables and fixed wireless networks. The Services segment includes the provision of outsourced cloud and managed services, cyber security and cyber safety. The Broadband segment includes the provision of broadband services for individual end users including residential NBN, retail fixed wireless and fixed line internet services and connectivity services for hotels, student accommodation sites and schools. The company was founded by Bevan Andrew Slattery on April 28, 2014 and is headquartered in Brisbane, Australia.

Industrials

AUD

www.nrw.com.au

asx-nwh

NWH

Buy

AU$1.36B

1362940131

NRW Holdings Ltd. engages in the provision of civil contracting and mining services. It operates through the following business segments: Mining Technologies, Civil, Mining, and Drill and Blast. The Civil segment is comprised of civil business of NRW together with the Golding Civil and Urban businesses. The Mining segment consolidates the mining businesses of NEW and Golding together with the mining support business AES equipment solutions of NRW. The Drill and Blast segment is consist of action drill and blast. The Mining Technologies segment provides materials handling services as well as facility maintenance and shutdown services. The company was founded by Jeffery William McGlinn and Nicholas John Ross Silverthorne in 1994 and is headquartered in Belmont, Australia.

Industrials

AUD

www.iphltd.com.au

asx-iph

IPH

Buy

AU$1.24B

1240191273

IPH Ltd. is a holding company, which engages in the provision of intellectual property (IP) services. It operates through the following segments: Intellectual Property Services Australia Services and New Zealand, Intellectual Property Services Asia, Intellectual Property Services Canada, Adjacent Businesses, and Corporate. The Intellectual Property Services Australia Services and New Zealand segment provides filing, prosecution, enforcement, and management of patents, designs, trademarks, and other IP in Australia and New Zealand. The Intellectual Property Services Asia segment includes filing, prosecution, enforcement and management of patents, designs, trademarks, and other IP in Asia. Intellectual Property Services Canada segment deals with the filing, prosecution, enforcement, and management of patents, designs, trademarks and other IP in Canada. The Adjacent Businesses segment relates to Wisetime the autonomous time-keeping tool and glasshouse advisory. The company was founded on April 9, 2014 and is headquartered in Sydney, Australia.

Industrials

AUD

www.servicestream.com.au

asx-ssm

SSM

Outperform

AU$1.22B

1216507437

Service Stream Ltd. engages in the business of designing, constructing, operating, and maintaining critical infrastructure networks. It operates through the following segments: Telecommunications, Utilities, Transport, and Other. The Telecommunications segment includes operations, maintenance, installation, design, and construction services to the owners of fixed-line and wireless telecommunication networks. The Utilities segment is involved in gas, water, and electricity network owners, industrial asset owners, and other customers. The Transport segment focuses on long-term operational support and maintenance services to public and private road and tunnel asset owners. The company was founded by Adrian Field and Russell Andrew Small on January 8, 1996 and is headquartered in Melbourne, Australia.

Industrials

AUD

www.srglimited.com.au

asx-srg

SRG

Buy

AU$915.00M

914997113

SRG Global Ltd. engages in the provision of asset services on land. It operates through the following segments: Maintenance and Industrial Services, Engineering and Construction, and Corporate. The Maintenance and Industrial Services segment focuses on supplying integrated services to customers across the entire asset life cycle. The Engineering and Construction segment is involved in supplying integrated products and services to customers involved in the construction of complex infrastructure. The company was founded in 1961 and is headquartered in Subiaco, Australia.

Industrials

AUD

www.nufarm.com

asx-nuf

NUF

Hold/Neutral

AU$854.05M

854052305

Nufarm Ltd. engages in the provision of manufacture and sale of crop protection products. It operates through the Crop Protection and Seed Technologies segments. The Crop Protection segment deals with the manufacture and sale of crop protection products used by farmers to protect crops from damage caused by weeds, pests, and disease. The Seed Technologies segment sells seeds and treatment products. The company was founded by Maxwell A. Fremder on May 21, 1957 and is headquartered in Melbourne, Australia.

Industrials

AUD

www.silex.com.au

asx-slx

SLX

Buy

AU$845.28M

845275269

Silex Systems Ltd. engages in the development and commercialization of laser uranium enrichment technology. It operates through the Silex Systems, Translucent, and Silex USA segments. The company was founded by Michael P. Goldsworthy in 1988 and is headquartered in Sydney, Australia.

Industrials

AUD

www.beaconlightinggroup.com.au

asx-blx

BLX

Outperform

AU$841.45M

841454341

Beacon Lighting Group Ltd. engages in the sale of lighting, ceiling fans, and light globes. It offers pendants, table lamps, floor lamps, ceilings fans, chandeliers, exteriors, globes, downlights, wall lights, and solar panels. The company was founded in 1967 and is headquartered in Nunawading, Australia.

Industrials

AUD

www.johnslyng.com.au

asx-jlg

JLG

Outperform

AU$829.52M

829524168

Johns Lyng Group Ltd. engages in the provision of building and restoration services. It operates through the following segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. The Insurance and Building Restoration Services segment engages in building and restoration jobs. The Commercial Building Services segment offers commercial glazing, commercial flooring, shop fitting, hazardous waste removal, and emergency domestic services. The Commercial Construction Services segment includes traditional commercial building activities in Victoria. The Other segment represents unallocated corporate overhead costs and a start-up recruitment and labour hire business which undertakes jobs on behalf of the Group and external clients. The company was founded in 1953 and is headquartered in Doncaster, Australia.

Industrials

AUD

asx-tea

TEA

Buy

AU$730.43M

730427781

Tasmea Ltd. is a skilled services company. It engages in the provision of essential maintenance, engineering, and specialized project services and solutions across the following four service streams to the mining and resources; oil and gas; waste and water; power and renewable energy; and defense and infrastructure industries. The company was founded by Stephen Elliot Young and Mark Gabriel Vartuli in 1999 and is headquartered in Jandakot, Australia.

Industrials

AUD

www.pwr.com.au

asx-pwh

PWH

Buy

AU$643.61M

643608994

PWR Holdings Ltd. engages in design, prototyping, production, testing, validation, and sale of advanced cooling products and solutions to the motorsports, automotive original equipment manufacturing, aerospace and defence, and automotive aftermarket sectors for domestic and international markets. It operates through the PWR Performance Products and PWR C&R segments. The PWR Performance Products segment is composed of its Australian and European operations. The C&R segment deals with its USA operations. The company was founded by Kees Weel and Paul Weel in 1997 and is headquartered in Ormeau, Australia.

Industrials

AUD

asx-gnp

GNP

Buy

AU$623.44M

623443213

GenusPlus Group Ltd. engages in the provision of installation, construction, and maintenance of power and communication systems. It operates through the following segments: Infrastructure, Communication, and Industrial. The company was founded by David Riches on July 6, 2017 and is headquartered in Belmont, Australia.

Industrials

AUD

www.audinate.com

asx-ad8

AD8

Outperform

AU$616.05M

616052438

Audinate Group Ltd. engages in the provision of development and commercialization of audio-visual software and hardware. It operates through the following geographical segments: Australia, United Kingdom, Belgium, Hong Kong, and United States of America. Its products include chips, modules, and cards with embedded software, reference designs, and software to enable network configuration and management under the Dante brand. The company was founded by Aidan Williams and David Myers in 2006 and is headquartered in Surry hills, Australia.

Industrials

AUD

asx-c79

C79

Buy

AU$566.70M

566704320

Chrysos Corp. Ltd. engages in the provision of novel assay services to the global mining industry through its proprietary Chrysos PhotonAssay technology. The firm's PhotonAssay technology is a quantitative, chemistry-free assay solution which can be used to detect a wide range of elements, proving particularly effective for gold. It operates through the following geographical segments: EMEA, Australia, and Americas. The company was founded by Robert Henry Richard Adamson and James Tickner on June 21, 2016, and is headquartered in Tonsley, Australia.