Abstract: We analyzed the April 2026 earnings revisions for Hang Seng Index (HSI) component stocks and found the index 2026E consensus EPS rose 0.55% month-on-month to HK$2,196, with 40 stocks revised up versus 29 revised down. The HSI index gained 4.6% over the month from 24,788 to 25,926, and individual stock EPS revisions contributed HK$12.6 to the index EPS change. The largest positive contributors to index EPS were CNOOC (+HK$4.6), CCB (+HK$2.8), and HSBC (+HK$1.8), while ALIBABA (-HK$2.3) and MEITUAN (-HK$1.3) were the largest detractors. At the individual stock level, MEITUAN posted the sharpest EPS upgrade at +1,487% MoM, followed by LI AUTO (+7.80%) and CNOOC (+4.96%), while BYD Electronic saw the steepest EPS cut at -8.25%, followed by SANDS CHINA (-3.40%) and ALIBABA (-2.99%).
MEITUAN, CHINA HONGQIAO, BYD Electronic, ALIBABA, HSBC, CNOOC
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