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
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