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
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