Abstract: We analyzed the consensus earnings revisions of HSCEI component stocks for April 2026. The index's 2026E EPS rose 0.92% month on month to HK$807.9, up from HK$800.5 in March, with 26 stocks revised up and 16 revised down. Individual stock EPS revisions contributed HK$5.88 to index EPS changes over the month, against a 4.8% gain in the HSCEI index from 8,374 to 8,776. By absolute impact on index EPS, CNOOC (883 HK) was the largest positive contributor at +HK$2.4, followed by CCB (939 HK) at +HK$1.7 and ICBC (1398 HK) at +HK$0.78, while ALIBABA (9988 HK) was the largest detractor at -HK$0.71 and MEITUAN (3690 HK) detracted HK$0.65. By percentage EPS revision, MEITUAN led the upside at +1,487%, followed by LI AUTO at +7.80% and HORIZON ROBOTICS at +7.13%, while SHENZHOU INTERNATIONAL fell the most at -3.34%, with ALIBABA down -2.99% and XIAOMI down -2.32%.
BIDU, MEITUAN, HORIZON ROBOTICS, ALIBABA, XIAOMI, CCB
A monthly review of consensus earnings revisions for HSCEI constituents. Each issue estimates how the index's forward EPS changed over the month, and tabulates the stocks with the largest impact on index EPS alongside their EPS and revenue revisions. All issues of Index Earnings Revision Monthly →
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