Abstract: We analyzed the EPS revision of MSCI South Korea index constituents for June 2026, estimating the index 2026E EPS at 326.8, a decline of -1.6% month-on-month from 332.1 in May. The index level fell -1.6% over the month from 3,279 to 3,228, with 38 stocks revised up versus 31 revised down. SK Hynix was the largest drag on index EPS, contributing -₩22.7 to index EPS despite a +9.0% individual EPS revision, driven by its 27.4% index weight. Among top EPS gainers, KAL led with +24.9% revision, followed by SK Innovation (+17.0%), SK Square (+12.1%), S-Oil (+10.4%), and SK Hynix (+9.0%). On the downside, LG Chem fell -35.0%, LG Display dropped -29.7%, and LG Energy Solution declined -24.1%.
Samsung Electronics, ECOPROBM, LG Energy Solution, HANKOOK TIRE & TECHNOLOGY, DB INSURANCE, S-Oil
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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