Abstract: We analyzed the earnings revision of HSCEI component stocks for June 2026, and estimated the index's 2026E EPS at 793.8 as of end-June, down 0.69% from 799.4 in May. Individual stock EPS revisions contributed HK$0.926 to the index EPS change, with 18 components revised up and 19 revised down. The HSCEI index declined 12% over the month from 8,508 to 7,461, and the index was rebalanced with HANSOH PHARMA and AKESO added and SUNNY OPTICAL and HAIER SMARTHOME removed. By absolute index EPS impact, the five largest movers were HAIER SMARTHOME (6690 HK, excluded, Index EPS impact: -HK$5.8), BOC (3988 HK, +HK$5.5), ZIJIN MINING (2899 HK, -HK$4.1), Kuaishou (1024 HK, -HK$3.3), and Pop Mart International (9992 HK, -HK$2.9). On individual stock EPS revision, XPENG (9868 HK) posted the largest increase at +81.8% MoM, while MEITUAN (3690 HK) and AKESO (9926 HK) recorded the steepest cuts at -80.5% and -71.0% respectively.
HAIER SMARTHOME, BANKCOMM, BOC, CHINA SHENHUA, TRIP.COM, GEELY AUTOMOBILE
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