In the SAI announcement, it says, "The key drivers of the...

In the SAI announcement, it says, "The key drivers of the revised guidance are a stronger than expected Australian dollar during the second half ..."

However, the reason of "stronger dollar" is false. This is because although the OZ dollar in the second half (2H2016) is a bit stronger than in the first half (1H2016), it is actually weaker than in the same period last year (2H2015), but its earnings will be ~15% less than 2H2015 (see my posts above).