MSCI Taiwan Index Earning Revision (Oct): TSMC, Evergreen Marine, Nanya Technology, Nan Ya Plastics

Abstract: We analyzed the earnings revision of MSCI Taiwan index component stocks for October 2026. The index's 2026E EPS rose 3.7% month on month to NT$99.04, with 42 stocks revised up versus 19 revised down, while the index level fell 6.2% to 2,020. Individual stock EPS revisions added NT$2.56 to the index's EPS. TSMC contributed the largest positive impact at +NT$0.54 to index EPS, followed by Evergreen Marine at +NT$0.46 after its EPS rose 29.1%, Nanya Technology at +NT$0.33 after a 12.8% EPS increase, and Nan Ya Plastics at +NT$0.32 on a 9.8% EPS rise. On the downside, Largan Precision had the largest negative impact at -NT$0.09 after its EPS fell 10.0%, while Innolux's EPS dropped 15.5%, the steepest decline among component stocks.