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
Interested in the full report? Get in touch with our team.