Abstract: We analyzed the consensus EPS revisions of STAR50 index components for April 2026. The STAR50 index rose 25% over the month, from 1,256 to 1,571, while the index's 2026E EPS edged up 1.0% month on month to 24.81, with individual stock EPS revisions contributing +0.312 to index EPS. Among the 50 components, 16 stocks saw upward EPS revisions versus 19 downward. The largest positive contributor to index EPS was Biwin Storage (688525 CH), with an EPS revision of +79.9% and an index EPS attribution of +1.16; Kingsoft Office Software (688111 CH) also contributed positively with an EPS revision of +15.0% and attribution of +0.109. On the negative side, TRANSSION (688036 CH) was the biggest drag at an EPS revision of -30.5% and index EPS attribution of -0.394, followed by Roborock (688169 CH) at -17.2% and -0.202, Supcon Technology (688777 CH) at -19.6% and -0.112, and Xinjiang Daqo (688303 CH) with the steepest EPS cut at -97.8%.
MONTAGE, SANY RENEWABLE ENERGY, VeriSilicon, BEIJING KINGSOFT OFFICE SOFTWARE.INC, SUPCON TECHNOLOGY, TRINA SOLAR
Interested in the full report? Get in touch with our team.