Abstract: We analyzed consensus EPS revisions for MSCI Taiwan index constituents in August 2026. The index rose 4.4% from 1,977 to 2,064, with the estimated 2026E index EPS increasing 4.5% month-on-month from NT$89.60 to NT$93.60, with 58 stocks revised up versus 14 revised down. The largest positive contributors to index EPS were Winbond Electronics (+NT$1.9), Nanya Technology (+NT$1.8), Phison Electronics (+NT$1.6), and TSMC (+NT$1.1), while Yang Ming Marine detracted NT$0.84. Among individual stock EPS revisions, the biggest upgrades were Innolux (+219%), King Slide Works (+62.5%), Formosa Plastics (+37.2%), and Yang Ming Marine (+23.1%), while Taiwan Cement (-21.4%), Lotes (-13.0%), and Zhen Ding Technology (-7.0%) saw the steepest cuts.
Innolux, King Slide Works, China Steel, E INK, Zhen Ding Technology, Yang Ming Marine
A monthly review of consensus earnings revisions for MSCI Taiwan 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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