Australian Research at a Glance - June 10, 2026

Research evidence excerpt

Australian Research at a Glance - June 10, 2026

AUSTRALIAN RESEARCH AT A GLANCE

In this note we review the latest US wine scan data for TWE, current to 17 May 2026.

Charles Weston, CFA (Analyst) WuXi AppTec added to Pentagon 1260H list: implications for

+44 20 7429 8425; charles.weston@rbccm.com Western CDMOs and CROs

Published June 9 2026 03:13:21 EDT

Our view: Although WuXi AppTec is appealing against its 8 June inclusion on

the 1260H "Chinese military companies" list, it is a major global competitor in

preclinical research services and manufacturing of peptides and small molecules,

and its Western competitors such as Bachem, Polypeptide, Charles River and

Evotec may benefit. Even if WuXi AppTec is unsuccessful in its appeal, potential

timelines for restrictions extend to 2033, but customers would need to make supply

decisions several years earlier, and this further adds to concerns about having China

companies within pharma supply chains.

Investment Strategy Research

Sara Mahaffy, CFA (Analyst) The Sustainability Stat Pack

(212) 618-7507; sara.mahaffy@rbccm.com Published June 9 2026 09:43:56 EDT

June 2026 Edition

About This Report: The Sustainability Stat Pack is your one-stop shop for RBC’s

Sustainability Strategy research. It includes all of our latest research covering

the sustainable investment landscape, recent performance trends, our thematic

scorecard, and proxy season.

Quick Takes

Craig Wong-Pan (Analyst) Integral Diagnostics Ltd (ASX: IDX; 2.00)

+61 2 9033 3189; craig.wong-pan@rbccm.com Published June 9 2026 03:37:52 EDT

Media reports ineligible billing practices at IDX

Owen Birrell (Analyst) China steel export tracker

+61 3 8688 6519; owen.birrell@rbccm.com Published June 9 2026 04:07:12 EDT

May-26 net exports rise back to ~116m ton pa

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