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
A monthly review of consensus earnings revisions for MSCI China constituents. Each issue estimates how the index's forward EPS changed over the month, and tabulates the stocks with the largest impact on index EPS alongside their EPS and revenue revisions. All issues of Index Earnings Revision Monthly →
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