Abstract: We analyzed the earnings revision of MSCI China index component stocks for August 2026, estimating the index's 2026E EPS at 6.365 as of end-August, up 0.14% month on month from 6.356 in July, while the index itself declined 0.54% to 75.93. Individual stock EPS revisions contributed approximately +¥0.0200 to index EPS, with 243 stocks revised up versus 249 revised down. The largest negative contributors by index EPS impact were Tencent (700 HK, -¥0.031), Xiaomi (1810 HK, -¥0.016), and PDD (PDD US, -¥0.013), while China Life (2628 HK, +¥0.030) and Kingboard Holdings (148 HK, +¥0.022) were the top positive contributors. Among individual stock EPS revisions, Trina Solar (688599 CH) led with a +1,151% month-on-month increase, followed by GCL Technology (3800 HK, +458%) and Li Auto (2015 HK, +449%), while Longfor (960 HK, -88.0%), Wens Foodstuff (300498 CH, -75.2%), and Muyuan Foods (002714 CH, -61.2%) saw the steepest EPS cuts.
KINGBOARD HLDG, LI AUTO, XIAOMI, YONYOU NETWORK, TRINA SOLAR, LONGFOR
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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