Abstract: We analyzed the earnings revision of MSCI South Korea index constituents for August 2026. The index rose 1.6% over the month, from 2,462 to 2,501, while the 2026E consensus EPS increased 6.7% month-on-month to 343.7 from 322.1, with 40 stocks revised up versus 28 revised down. Individual stock EPS revisions contributed an estimated +7.37 to index EPS. SK Hynix was the top positive contributor to index EPS (+28 index EPS points, +3.4% EPS revision), followed by Samsung Electronics (+6.83 points, +0.1%) and SK Square (+2.60 points, +12.7%). On the downside, LG Display saw the steepest EPS cut (-76.2% month-on-month), followed by EcoPro BM (-20.4%), LG Chem (-17.3%), KEPCO (-13.7%), and Kakao (-11.9%), while LG Energy Solution led upward EPS revisions at +43.3%.
KEPCO, LG Chem, LG Display, HD HYUNDAI, SK Hynix, LG Energy Solution
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