Abstract: We analyzed the consensus EPS revisions of MS-Taiwan index constituents for May 2026. The index rose 15% over the month from 1,749 to 2,015, while the 2026E index EPS edged up 1.2% month on month to NT$79.89 from NT$78.94, with 48 stocks revised up and 22 revised down. By index EPS impact, Nan Ya Plastics contributed the largest positive attribution (+NT$0.64), while Hon Hai Precision (-NT$0.34), TSMC (-NT$0.32), and Catcher Technology (-NT$0.30) were the largest negative contributors. At the stock level, the biggest EPS upgrades were in Nan Ya Plastics (+74.3%), Gigabyte Technology (+18.5%), and King Slide Works (+16.6%), while the steepest cuts were in China Steel (-26.7%), Taiwan Cement (-22.8%), and China Airlines (-14.4%).
Hon Hai Precision, Taiwan Cement, Catcher Technology, King Slide Works, Jentech Precision Industrial, SCSB
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