Sentiment Summary
Recent Events
The ex-dividend date for the 2025 final dividend of HK$0.88 per share (announced on March 27, 2026) is scheduled for July 9, 2026; the payout is estimated to have a Medium price impact scheduled.
Ex-dividend date (2026-07-08) for the proposed final dividend of HK$0.18 per share for the year ended December 31, 2025. Record date is 2026-07-09 and payment date is 2026-07-17. Estimated price impact is 1-5% due to dividend yield, scheduled.
Qualcomm has scheduled an Investor Day for June 24, 2026, where it is expected to provide updates on its strategy and long-term outlook, scheduled. Low importance is estimated as such events typically result in price impacts of at least 1%.
Low importance estimated as derivative launches have limited price impact; weekly stock options for Geely shares to be introduced on June 22, 2026, scheduled.
First quarter 2026 earnings release on May 26, 2026, expected to have a medium impact as the first report of the fiscal year, scheduled
A dividend of €0.44 per share is scheduled to be paid for the fiscal year 2025. The ex-dividend date is May 26, 2026, and the payment date is May 28, 2026, subject to approval at the Annual General Meeting on May 21, 2026. This event is estimated to have a 1% price impact as a standard dividend distribution, scheduled.
NVIDIA's Q1 fiscal 2027 earnings release is scheduled for May 20, 2026. Low importance assigned as the announcement of an earnings date typically results in ~1% price impact, scheduled.
Hesai Group is scheduled to report its first quarter 2026 unaudited financial results on May 19, 2026, before the U.S. market opens; medium importance estimated as earnings releases typically result in 5-10% price volatility, scheduled.
Baidu is scheduled to report its first quarter 2026 financial results before the U.S. market opens on May 18, 2026. Medium importance estimated due to typical earnings volatility, scheduled.
First quarter 2026 financial results and business outlook to be released after market close on May 7, 2026, with a conference call; high importance is estimated as earnings reports for this sector typically result in price movements exceeding 10%, scheduled.
Effective May 1, 2026, Baidu implemented an organizational restructuring by unifying its dual-track career development system (professional and management) into a single numerical job-level system to foster more versatile AI-focused talent.
SMIC is scheduled to release its Q1 2026 earnings report on 2026-04-30; medium impact estimated as quarterly results typically influence short-term price trends scheduled.
Alphabet is scheduled to report its Q1 2026 financial results on April 29, 2026. Analysts forecast EPS of approximately $2.63 on revenues of $106.9 billion; high importance due to expected market volatility scheduled.
Qualcomm is scheduled to release its second-quarter fiscal 2026 financial results after the market close on April 29, 2026, followed by a conference call, scheduled. High importance is estimated as earnings reports often lead to price movements exceeding 10%.
Medium importance estimated due to typical earnings volatility; First Quarter 2026 earnings call scheduled.
Q1 2026 net profit fell 55.4% year-over-year to 4.1 billion RMB, while revenue decreased by 11.8% to 150.2 billion RMB. This marks the steepest profit decline since 2020, attributed to intense domestic competition. A price impact of ≥10% is estimated due to the severe profit decline, expected.
Reported Q1 2026 results, swinging to a net loss of RMB 60.5 million from a profit a year earlier; operating income fell 10.41% year-on-year to RMB 365.5 million. The swing to loss is expected to have a high price impact.
Announced fiscal year 2026 (ended March 31, 2026) results with a 5.9% YoY increase in net profit, but a 13.9% YoY decrease in net profit for fiscal year 2027 is forecasted.
Announced a share repurchase via a tender offer to acquire up to 184.9 million shares (approx. 6.35% of outstanding shares) from Toyota Industries with the tender period from April 30 to June 1, 2026 scheduled.
Reported Q1 2026 revenue of $3.18 billion and adjusted EPS of $3.05, both beating analyst expectations, and provided Q2 2026 guidance above consensus. This significant beat and raise is estimated to have a price impact of ≥10%, expected.
Announced the withdrawal of its proposal to acquire shares in ROHM Co., Ltd. after failing to gain the support of ROHM's board.
On 2026-04-28, the Board of Directors proposed the adoption of a 2026 A-Share Restricted Stock Incentive Scheme, which is subject to shareholder approval. The plan aims to align the interests of core employees with shareholders.
On April 28, 2026, NVIDIA announced a new 12GB VRAM configuration for its GeForce RTX 5070 laptop GPU to expand product options and address memory supply constraints. Low importance assigned as product SKU updates typically result in ~1% price impact.
Announced Q1 2026 results on 2026-04-27 with revenue of RMB 13.815 billion (-5.22% YoY) and net profit of RMB 402 million (+18.11% YoY). The 18.11% profit growth is estimated to result in a price impact of at least 5% expected.
XPeng established a new subsidiary for intelligent robots R&D with a registered capital of 600 million CNY; low importance is estimated as the capital investment is relatively small compared to total market cap, scheduled.
Intel launched a multi-tranche investment-grade bond sale to raise approximately $6.5 billion on 2026-04-27; analysts forecast a 1-2% price impact, which is estimated.
Alphabet announced an investment of up to $40 billion in AI startup Anthropic on April 25, 2026, deepening its partnership.
Announced Q1 2026 results: revenue increased 12.72% YoY to RMB 45.11 billion, but net profit attributable to shareholders decreased by 46.01% YoY to RMB 945 million. The company attributed the profit decline primarily to the high base effect from significant foreign exchange gains in Q1 2025.
Released Q1 2026 financial results on April 24, 2026. Non-GAAP revenue was JPY 372.3 billion (+20.6% YoY) and operating profit was JPY 125.4 billion (+49.6% YoY). The company guided for weaker operating margins for Q2 2026, leading to a stock price decline of over 5%.
XPeng announced it is in discussions with overseas automakers for potential partnerships and is considering building production facilities outside of China, with plans starting from 2026. Medium importance is assigned as strategic global expansion typically results in a >5% price impact.
XPeng showcased its comprehensive product lineup, including new models like the GX and MONA M03, and its next-generation humanoid robot at the Auto China 2026 show in Beijing. Medium importance is assigned as major product launches at international shows often lead to a >5% price impact.
Appointment of Mr. Johnson Wan as Deputy Chief Financial Officer, effective April 24, 2026, to oversee capital management, corporate finance, and investor relations; low importance is estimated as this is a standard executive appointment, scheduled.
Company President Ichiro Aoki sold 93,500 shares on April 23-24, 2026, under a pre-arranged Rule 10b5-1 trading plan.
Intel reported Q1 2026 revenue of $13.6 billion and non-GAAP EPS of $0.29, significantly beating analyst consensus on 2026-04-23; analysts forecast a >10% price impact, which is estimated.
Reported Q1 2026 earnings on 2026-04-23, posting revenue of $558 million and adjusted EPS of $0.12, beating analyst estimates, but with a $3.788 billion non-cash goodwill impairment charge; ≥10% price impact expected due to the massive GAAP loss.
XPeng's President announced mass production plans for flying cars in 2027 and humanoid robots in Q4 2026; medium importance is estimated due to the strategic expansion into new technology sectors, scheduled.
Valeo is expected to report Q1 2026 sales of €5.12 billion, a 3.6% decrease year-over-year but a 1.3% increase on a like-for-like basis, outperforming global production. This event is estimated to have a 5% price impact due to sales outperformance relative to the market, expected.
Raised full-year 2026 revenue guidance to $1.935B-$2.015B and increased adjusted operating income guidance on 2026-04-23; ≥5% price impact expected.
Announced a share repurchase program on 2026-04-23 authorizing the buyback of up to $250 million of Class A common stock; ≥1% price impact expected.