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
A monthly review of consensus earnings revisions for MSCI Taiwan 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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