Accessible version BlueScope North Star drives better 1HFY27 guidance, ANZ earnings recovery lags Reiterate Rating: NEUTRAL | PO: 37.00 AUD | Price: 32.94 AUD Positive 1HFY27 guide, another A$3/sh return in CY27 BSL's 1HFY27 A$860-960m EBIT guide is 11% above consensus and 15% above our prior forecast at the midpoint, driven by stronger North Star earnings and higher assumed US HRC spreads. BSL expects to return another A$3/sh in CY27 via dividends and buybacks. We raise our FY27 EBIT by 11% and FY27 DPS to ...