Abstract: We analyzed the earnings revision of MSCI China (MS-China) index constituents for April 2026, estimating the index's 2026E EPS at 6.492 as of end-April, up 0.91% month-on-month from 6.434 in March, while the index itself rose 3.3% from 76.33 to 78.85. Individual stock EPS revisions contributed -0.0239 to index EPS changes, with 170 stocks revised up versus 259 revised down. The top positive contributors to index EPS were CCB (+0.023 to index EPS), Tencent (+0.019), ICBC (+0.014), JD.com (+0.0087), and BOC (+0.0074). Among individual stock EPS revisions, the largest month-on-month increases were Meituan (+1,469%), Chongqing Zhifei Biological Products (+513%), and Kunlun Tech (+222%), while the steepest declines were Xinjiang Daqo (-97.8%), Tongwei (-88.1%), and CICT Mobile Communication Technology (-77.8%).
GUANGZHOU AUTOMOBILE, ANHUI JIANGHUAI AUTOMOBILE, CICT MOBILE COMMUNICATION TECHNOLOGY, INGENIC SEMICONDUCTOR, CHINA EASTERN AIRLINES, KUNLUN TECH
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