Abstract: We analyzed the earnings revision of MSCI Taiwan index constituents for June 2026. The index rose 1.6% over the month, from 2,035 to 2,069, while the index's 2026E EPS increased 3.4% month-on-month from NT$79.89 to NT$82.56, with 54 stocks revised up versus 14 revised down. Individual stock EPS revisions contributed NT$2.99 to the index EPS change, led by TSMC (2330 TT, +NT$1.73 index impact), with Compal Electronics (2324 TT, -NT$0.50) and MediaTek (2454 TT, -NT$0.43) as the largest drags. Among individual stock EPS revisions, Formosa Plastics (1301 TT) led all gainers with a +182% month-on-month increase in 2026E EPS, followed by Yang Ming Marine (2609 TT, +78.4%) and China Steel (2002 TT, +28.5%). On the downside, Nan Ya Plastics (1303 TT) saw the steepest EPS cut at -7.68%, followed by Catcher Technology (2474 TT, -2.85%) and Fortune Electric (1519 TT, -2.75%).
PharmaEssentia, Formosa Plastics, Wan Hai Lines, Yang Ming Marine, Nan Ya Plastics, TSMC
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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