Abstract: We analyzed the 2026E EPS and revenue revisions of MSCI Australia index components for June 2026. The index rose 0.90% over the month from 1,714 to 1,729, while the estimated index 2026E EPS increased 0.52% month-on-month from 92.13 to 92.60, with 17 stocks revised up versus 25 revised down, and individual stock EPS revisions contributing A$1.02 to the index EPS change. On a stock-impact basis, BHP contributed the most at +A$0.70 to index EPS, followed by Pilbara Minerals at +A$0.45, while Woodside Energy (-A$0.20) and ANZ (-A$0.14) were the largest detractors. Among individual EPS revisions, Santos led gainers with +7.86% and Rio Tinto rose +5.86%, while Pro Medicus saw the steepest cut at -8.33% and Northern Star Resources fell -3.31%. On the revenue side, QBE Insurance posted the largest upgrade at +5.86% and Rio Tinto gained +4.07%, while Lottery Corporation saw the sharpest revenue cut at -2.32%.
Lottery, Pilbara Minerals, Northern Star Resources, Santos, Suncorp, Brambles
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