Akros SCHK HK-Global Commodity Price Beneficiary Index
Sentiment Summary
Recent Events
Ex-dividend date on 2026-07-08 for the final dividend of HKD 0.06 per share for the year ended December 31, 2025 (announced 2026-03-26); low importance as price impact is usually limited to the dividend yield scheduled.
A final cash dividend of RMB 1.03 per share for the fiscal year 2025 is scheduled, with an ex-dividend date of July 2, 2026. This dividend is estimated to have a medium market impact and is scheduled.
Annual General Meeting on 2026-06-25 to approve 2025 financial results, final dividend, and re-election of directors; low importance as routine meetings typically have around 1% price impact scheduled.
Ex-dividend date for final 2025 dividend of RMB 0.25 per share on June 18, 2026. The dividend was announced on March 29, 2026, and is scheduled to be paid on July 31, 2026. High importance estimated due to significant dividend yield scheduled.
Final dividend of HK$0.55 per share for the 2025 fiscal year, with an ex-dividend date of June 11, 2026, and payment on July 10, 2026, is scheduled. The company has committed to a dividend payout ratio of at least 45% for 2025-2027.
Ex-dividend date for the 2025 final dividend of HKD 0.1274 per share on June 8, 2026; Low importance estimated as a routine dividend distribution scheduled.
Annual General Meeting on 2026-06-05 to seek approval for a 20% share issuance mandate; >5% price impact scheduled.
Annual General Meeting (AGM) on 2026-05-28 scheduled. Estimated price impact is Low (>=1%) as it is a routine corporate meeting scheduled.
Ex-dividend date for a final dividend of HKD 0.06 per share for the year 2025 on 2026-05-22; positive impact estimated as a return to shareholders, scheduled
Extraordinary General Meeting (EGM) on 2026-05-20 to approve restructuring agreements with Seedland-related entities and JIC Trust; neutral impact estimated due to restructuring uncertainty, scheduled
An Annual General Meeting is scheduled for May 19, 2026. Key agenda items include approving the 2025 final dividend of HK$1.65 per share and director changes, including the retirement of Vice-Chairwoman Ms. Zheng Shuliang. This routine meeting is expected to have a price impact of >=1% scheduled.
Ex-dividend date on May 18, 2026, for the final dividend of RMB 2.86 per 10 shares for the year ended December 31, 2025, with payment scheduled for June 24, 2026, scheduled.
Board meeting to approve first-quarter results for the three months ended March 31, 2026; Medium importance as quarterly results often lead to price movements of 5% or more, scheduled.
Mowi is scheduled to release its full Q1 2026 financial report on 2026-05-13, with an estimated ~5% impact as a major earnings release scheduled.
Ex-dividend date for a quarterly cash dividend of USD 0.6615 per share on 2026-05-12, with payment scheduled for 2026-05-21. A 1% price impact is estimated as the stock price typically adjusts by the dividend amount scheduled.
Full-year financial results for the fiscal year ended March 31, 2026, are scheduled. High importance is estimated as full-year results are major market catalysts often resulting in >10% price movement.
Aker BP is scheduled to release its first-quarter 2026 financial results on 2026-05-07. A 5% price impact is estimated following the 2026-04-16 preliminary update reporting production of 398.4 mboepd and higher realised prices scheduled.
Occidental will announce its first quarter 2026 financial results after market close on Tuesday, May 5, 2026, with a conference call scheduled for May 6, 2026. Analysts forecast EPS of approximately $0.65. Importance is estimated at Medium as earnings typically drive significant price movement. This event is scheduled.
ExxonMobil is scheduled to release its first-quarter 2026 financial results on May 1, 2026, with analysts forecasting a significant year-over-year decrease in EPS to between $0.89 and $1.05; a High importance is estimated as earnings surprises for major energy firms often trigger >10% price movements, forecasted.
Announced agreements for strategic divestitures of three non-core businesses (Lawn & Garden, Construction Accessories, MoistureShield) for a total of approximately $1.9 billion on 2026-04-30, as part of a portfolio reallocation. This event is estimated to have a high impact due to the significant deal size relative to the company's core operations.
Released Q1 2026 financial results on 2026-04-30, reporting adjusted EPS of $3.40 which surpassed analyst expectations. Revenue for the quarter was $4.1 billion. Importance is Medium as earnings beats typically drive moderate price movement.
Reported Q1 2026 adjusted EPS of $1.89, beating estimates. However, the company lowered its full-year 2026 production guidance and increased its capital expenditure forecast, citing geopolitical conflict impacting its Qatar operations. The stock fell on the news.
Reported Q1 2026 revenue of $7.4 billion on 2026-04-30, a 9% year-over-year increase, which beat analyst expectations. The company reaffirmed its full-year 2026 guidance. This is estimated to have a medium impact as revenue growth and beating expectations typically drive moderate price increases.
Announced an agreement to acquire Axius Water, a provider of water quality solutions, for approximately $0.7 billion on 2026-04-30, with the transaction expected to close in Q2 2026. This is estimated to have a medium impact as the acquisition expands the company's market share in water solutions.
Announced a significant cost increase for the Hermosa Taylor project on 2026-04-30, with growth capital expenditure rising by over 50% to US$3.3 billion. First production is delayed by a year to H2 FY28. The news caused a share price drop of over 5% on the ASX.
Declared a Q2 2026 ordinary dividend of $0.84 per share, payable on June 1, 2026, to stockholders of record on May 11, 2026.
Announced a new $0.3 billion share buyback program on 2026-04-30 to be completed by July 28, 2026. This is estimated to have a low impact as the buyback amount is relatively small compared to the company's total market capitalization.
Declared a quarterly dividend of $0.39 per share on 2026-04-30, a 5% increase year-over-year, payable on June 17, 2026, to shareholders of record on May 15, 2026. This is estimated to have a low impact as the dividend increase is modest.
Release of Q1 2026 Production Report on 2026-04-30. Production is expected to be in line with expectations and full-year guidance reaffirmed. The company expects higher commodity prices to offset rising input costs and forecasts Marketing division's full-year earnings to comfortably exceed its guidance range estimated. Estimated price impact is Low (>=1%) due to positive guidance update expected.
The Board of Directors declared a regular quarterly dividend of $0.26 per share on 2026-04-30. The dividend is payable on July 15, 2026, to stockholders of record as of June 10, 2026.
The company announced unaudited Q1 2026 financial results for its subsidiary, Shandong Hongqiao New Material, for the period ending March 31, 2026. Net profit surged by 30.3% year-on-year to RMB 8.27 billion, while operating income rose 3.4% to RMB 41.55 billion. This significant profit growth is expected to drive a price impact of >=10% scheduled.
Released Q1 2026 earnings on 2026-04-29, reporting a net profit of CNY 1.837 billion (turnaround) and 143.8% revenue growth; high importance due to expected >=10% price impact from significant financial recovery.
Released Q1 2026 earnings on April 29, 2026, with record attributable free cash flow of approximately $838 million. Adjusted EPS of $0.71 beat analyst estimates, while revenue of $2.41 billion slightly missed. High importance reflects the estimated ≥10% price impact from record cash flow and earnings beat.
Q1 2026 earnings release on April 29, 2026. Revenue was RMB 736.38 billion (-2.2% YoY) and net profit was RMB 48.33 billion (+1.9% YoY). Medium importance estimated based on quarterly financial impact expected.
Held Annual General Meeting (AGM) on April 29, 2026, where all resolutions were passed and progress on the Teck merger was highlighted.
Declared a quarterly dividend of $0.04 per common share on April 29, 2026, payable on June 4, 2026, to shareholders of record as of May 21, 2026. Low importance reflects an estimated price impact of ≥1%.
Mowi's CEO commented on the Canadian government's policy on net-pen salmon farms, urging for policy certainty for the industry. Estimated ~1% impact as it is a policy-related commentary.
Announced Q1 2026 results, with net profit attributable to shareholders increasing 42.14% year-over-year to RMB 3.955 billion. The increase was primarily due to a one-time gain from an asset sale.
Q1 2026 earnings release on April 28, 2026, with net profit rising 26.9% to RMB 17.739 billion despite a 3.9% revenue decline; Medium importance estimated due to significant profit growth scheduled.
Reported Q1 2026 net profit of RMB 39.14 billion, a 7.1% year-over-year increase, and revenue of RMB 116.08 billion, an 8.6% increase. The positive results were driven by higher oil prices and a record net production of 205.1 million BOE.
Released Q1 2026 production report on April 28, 2026, showing a 1% rise in copper output and a 17% increase in rough diamond production; Medium importance estimated based on typical market sensitivity to production volume shifts.
Successfully issued the first tranche of 2026 technology innovation and M&A bonds, raising RMB 2 billion.
On April 28, 2026, the company repurchased 11.276 million of its own shares for approximately HK$383 million. This buyback is expected to result in a price impact of >=1% scheduled.
Implementation of accounting estimate changes for depreciation periods on April 28, 2026, reducing annual expenses by RMB 1.2 billion; Low importance estimated due to non-cash accounting impact scheduled.
Appointment of Mr. Chen Yanbin as Senior Vice President and proposed election as executive director on April 28, 2026; Low importance estimated as a routine executive change scheduled.
Released Q1 2026 earnings on 2026-04-27, with net profit attributable to shareholders of RMB 1.876 billion, a 1699.12% year-over-year increase. Revenue was RMB 5.128 billion, up 98.44% YoY; high importance is justified by the exceptional triple-digit growth in both revenue and profit.
Q1 2026 earnings release expected to report a 10.9% YoY decrease in revenue to RMB 34.19 billion and a 3.2% YoY decrease in net profit to RMB 3.84 billion; importance is low as the profit decline is minimal, scheduled.
Announced a positive profit alert for Q1 2026, expecting profit attributable to owners to increase by approximately 63% year-over-year to US$201 million, citing rising copper prices. This significant profit growth justifies an estimated price impact of 10% or more expected.
CMOC Group reported record results for Q1 2026 on April 24, 2026, with revenue of CNY 66.4 billion (+44.3% YoY) and net profit of CNY 7.76 billion (+96.7% YoY); this significant growth is expected to result in a price impact of over 10%.
Released Q1 2026 earnings, reporting a net profit of CNY 988 million, an increase of 104.43% year-over-year. Revenue increased by 47.65% to CNY 3.554 billion. High importance is justified by the expected price impact exceeding 10% due to the significant profit surge.
Q1 2026 earnings release is scheduled for April 24, 2026, with revenue up 1.2% YoY to RMB 70.4 billion and net profit down 11.1% YoY to RMB 11.89 billion. The 11.1% profit decline is estimated to have a medium market impact, and the release is scheduled.
Announced key unaudited Q1 2026 financial data for its subsidiary, Shandong Hongqiao Aluminum Industry Holding, for the period ending March 31, 2026. Net profit attributable to shareholders increased significantly by 37.56% year-on-year to RMB 6.76 billion. This strong performance is expected to result in a price impact of >=5% scheduled.
Eni reported 1Q 2026 results on 2026-04-24, with adjusted net profit of €1.302 billion, a roughly 90% increase in the 2026 share buyback plan to €2.8 billion, and higher 2026 cash-flow guidance; likely Medium positive impact given the materially larger shareholder payout despite lower year-on-year profit.