Abstract: We analyzed the earnings revision of MSCI South Korea index component stocks in October 2026, estimating the index's 2026E EPS at ₩347.2, up 1.1% month on month from ₩343.3. The MSCI South Korea index fell 17% over the month, from 2,534 to 2,109, while 21 stocks saw EPS revised up versus 51 revised down. SK Hynix contributed the largest positive impact on index EPS at +₩11 and SK Square added +₩2.6, while Samsung Electronics was the largest drag at -₩4.8, followed by Hyundai Motor at -₩0.51 and KIA at -₩0.41. By individual stock EPS changes, LG Chem led gains with 2026E EPS up 41.5%, followed by Doosan up 36.4% and SK Innovation up 26.5%, while Hanwha Aerospace led declines with 2026E EPS down 21.3%, followed by LG Innotek down 16.7% and EcoPro BM down 15.6%.
LG Energy Solution, Hyundai Motor, KIA, LG Chem, HMM, Hanwha Ocean
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