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
A monthly review of consensus earnings revisions for MSCI South Korea 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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