Abstract: We analyzed the earnings revisions of HSI index component stocks for July 2026, with the index rising 11% from 22,881 to 25,311 while the consensus 2026E index EPS edged down 0.19% month-on-month to HK$2,165, with 28 stocks revised up and 51 revised down. Individual stock EPS changes contributed an aggregate of -HK$4.42 to index EPS, with JD.COM (9618 HK) the largest detractor at -HK$5.27 to index EPS, partly offset by CHINA LIFE (2628 HK) at +HK$3.52 and PING AN (2318 HK) at +HK$1.62. On a standalone EPS basis, the steepest cuts were LONGFOR (960 HK) at -21.8%, XINYI SOLAR (968 HK) at -16.8%, and JD.COM at -15.0%, while CHINA LIFE led upgrades at +6.49% followed by LI AUTO (2015 HK) at +2.71%. Revenue estimates saw LAOPU GOLD (6181 HK) cut most sharply at -9.30% and XINYI SOLAR at -2.91%, while CHINA SHENHUA (1088 HK) and CATL (3750 HK) posted the largest revenue estimate increases at +2.68% and +2.36% respectively.
MTR, XINYI SOLAR, CNOOC, PING AN, SINO BIOPHARMACEUTICAL, SANDS CHINA
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