goldman picks 10 stocks for earnings surprise

This is what we all know ,but good to see Goldmans acknowledging it  :

Australia's full year reporting season is drawing near and Goldman Sachs has whittled down the list of stocks it reckons will deliver positive and negative earnings surprises, or surprises on capital management or outlook statements.

Illustration:  Photographer: David Moir/Bloomberg
Goldman Sachs sees positive surprises coming from dominant telco Telstra (TLS.AU), miner South32 (S32.AU), Bluescope Steel (BSL.AU), casino operators Crown Resorts (CWN.AU) and Sky City Entertainment (SKC.AU) (SKC.NZ), horticultural play Costa Group (CGC.AU), and financial software provider Bravura Solutions (BVS.AU). All the stocks are rated buy except Bravura Solutions which is rated neutral.
Here's why the broker is bullish on South32:

We expect the company to end FY17 with around US$1.3bn of net cash. With limited near-term requirements internally for the cash, there is a strong likelihood that S32 can increase its active returns of capital to shareholders, in our view. Currently S32 is around c.40% into an US$500m buyback program. We believe that there is a very strong chance that the program could be doubled to US$1bn. Combined with c.US$400m of ordinary dividends, we estimate S32 could deliver a total capital return of c.12% over the following 12 months.