Abstract: We analyzed the earnings revision of MSCI China index constituent stocks for September 2026. The index declined 5.2% over the month from 75.93 to 71.96, and the index's 2026E EPS fell 1.1% month on month to 6.301 from 6.374, with 165 stocks revised up against 240 revised down. Individual stock EPS revisions contributed -¥0.0132 to the index EPS change. The largest negative contributors to index EPS were CCB (939 HK, -¥0.016) and ICBC (1398 HK, -¥0.0084), while TENCENT (700 HK, +¥0.0086) and CHINA LIFE (2628 HK, +¥0.0077) were the top positive contributors. Among individual stock revisions, LONGFOR (960 HK) and Legend Biotech (LEGN US) saw the largest EPS upgrades at +1,434% and +1,219% respectively, while KUNLUN TECH (300418 CH) and VeriSilicon (688521 CH) suffered the steepest cuts at -98.6% and -89.1%.
ANHUI JIANGHUAI AUTOMOBILE, CHINA LIFE, ICBC, KUNLUN TECH, PUYA SEMICONDUCTOR (SHANGHAI), CANMAX TECHNOLOGIES
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