Abstract: We analyzed the earnings revision of HSCEI component stocks for July 2026, estimating the index's 2026E EPS at HK$793.1 as of end-July, down 0.22% month-on-month from HK$794.8 in June. The HSCEI index rose 12% over the month from 7,558 to 8,436, with 19 stocks seeing upward EPS revisions versus 23 revised down. Individual stock EPS changes contributed -HK$2.00 to the index EPS in aggregate. The largest positive contributors to index EPS were China Life (+HK$1.78) and Ping An (+HK$0.82), while the largest detractors were JD.COM (-HK$2.68) and CNOOC (-HK$0.70). On a percentage basis, the biggest EPS upgrades went to Xpeng (+22.0%) and China Life (+6.5%), while JD.COM saw the steepest cut at -15.0%, followed by China Resources Land (-4.0%) and China Hongqiao (-3.9%).
CHINA RESOURCES LAND, CNOOC, PING AN, HORIZONROBOT, CHINA HONGQIAO, XPENG
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