Abstract: We analyzed earnings revisions for MSCI South Korea index constituents in September 2026, estimating the index 2026E EPS at 346.3, up 0.45% month on month from 344.8 in August. The index rose 2.1% over the month from 2,501 to 2,553, with 36 stocks seeing upward EPS revisions versus 34 downward. Individual stock EPS revisions attributed -₩0.793 to the index EPS change in aggregate. SK Hynix had the largest negative index EPS impact (-₩9.65, driven by weight drift) while Samsung Electronics contributed the largest positive impact (+₩5.39); among individual stock EPS movers, SK Innovation led gainers (+34.7%) and LG Chem led decliners (-60.1%).
SAMSUNG EPIS, Samsung Electronics, KEPCO, HYBE, KOREA AEROSPACE, SK Innovation
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