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
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