Akros SCHK HK-Global Commodity Price Beneficiary Index
Sentiment Summary
Recent Events
A final dividend of HKD 0.06 per share for the year 2025 was proposed, with the ex-dividend date set for July 8, 2026; a ~1% price impact is estimated as per typical dividend adjustments, scheduled.
Final cash dividend for 2025 of RMB 0.286 per share scheduled to be paid on 2026-06-24. The dividend was approved on April 28, 2026, with an ex-dividend date of May 18, 2026, and analysts estimate a price impact of over 1% scheduled.
Ex-dividend date for the proposed final dividend of RMB 0.101 per share for the year ended December 31, 2025, scheduled.
The ex-dividend date for the FY2024 final dividend of HK$0.66 per share is June 12, 2026; due to the standard market price adjustment, a 1% price impact is scheduled
Ex-dividend date for the 2025 final dividend of RMB 0.112 per share on June 8, 2026, with an estimated >1% price impact, scheduled.
Annual General Meeting on May 28, 2026, scheduled. Minimal market impact is expected from routine governance proceedings, justifying the Low importance.
A final dividend of HK$1.65 per share for the year ended December 31, 2025, is scheduled to go ex-dividend on May 22, 2026; low importance estimated due to typical minor price adjustments, scheduled.
Annual General Meeting scheduled for May 21, 2026, to approve 2025 financial results and vote on a mandate to potentially issue up to 20% of the company's share capital; low importance estimated as AGMs typically result in ≥1% price impact, scheduled.
Executive Director and Vice Chairwoman Ms. Zheng Shuliang, along with two Independent Non-Executive Directors, will retire from the board effective at the conclusion of the AGM on May 19, 2026; low importance estimated as routine governance changes usually have minimal impact, scheduled.
The fourth and final tranche of the 2025 dividend, amounting to €0.27 per share, is scheduled to go ex-dividend on May 18, 2026, with a payment date of May 20, 2026. A low impact is estimated as this is a routine payment scheduled.
Mowi ASA is scheduled to release its full Q1 2026 earnings report on May 13, 2026; earnings reports typically result in price movements exceeding 5%, making this a medium importance event scheduled.
Full-year financial results for the fiscal year ending March 2026 are scheduled. Importance is estimated as Medium due to the significance of annual results and heightened expectations following strong Q3 performance, scheduled.
Ex-dividend date for the 2026 distribution ($0.085/share) on May 8, 2026; ex-dividend dates typically represent a ≥1% market impact, scheduled.
Full Q1 2026 earnings report on 2026-05-07 providing comprehensive financial data (medium importance estimated) scheduled.
Occidental Petroleum is scheduled to announce its first quarter 2026 financial results after market close on May 5, 2026, with a conference call the following day, scheduled. Earnings releases typically cause significant volatility, estimated at Medium importance.
First quarter 2026 earnings results are scheduled to be released before the market opens on May 1, 2026. The company previously indicated on April 8 that earnings would be higher than Q4 2025, excluding certain timing effects, but that Middle East disruptions would cut Q1 production by about 6%. This major update is expected to cause significant volatility, justifying a High importance rating, scheduled.
First quarter 2026 financial results are scheduled to be released after market close. Medium importance as quarterly earnings releases typically result in price fluctuations of 5% or more scheduled.
Q1 2026 earnings results and conference call are scheduled. This is a recurring event with the potential for significant price impact (estimated >5% based on historical volatility) based on results and forward guidance, scheduled.
CRH is scheduled to publish its Q1 2026 financial results on April 30, 2026; analysts forecast a loss per share of $0.19 on revenues of $7.15 billion, which is expected to have a medium market impact scheduled.
First quarter 2026 earnings results are scheduled to be released on April 29, 2026. Analysts forecast revenue of approximately CNY 784.4 billion and EPS of CNY 0.27, which would represent year-over-year growth. High importance is estimated due to the potential for significant market reaction to the first quarterly report scheduled.
Kinross Gold is scheduled to release its first-quarter 2026 financial and operating results after market close on April 29, 2026. A conference call is scheduled for the following morning. Analysts forecast a significant year-over-year increase in earnings and revenue. Estimated 5% impact as earnings releases are key volatility events, which is forecasted and scheduled.
First Quarter 2026 Production Report on April 29, 2026; quarterly production reports usually have a ≥1% market impact, scheduled.
Yankuang Energy announced its Q1 2026 results on 2026-04-28, with revenue up 1.8% YoY to RMB 34.59 billion and net profit up 42.1% YoY to RMB 3.96 billion; the 42.1% profit increase is estimated to have a high market impact expected.
Q1 2026 earnings release on April 28, 2026, with an estimated >5% price impact from a 26.9% profit increase to RMB 17.74 billion, scheduled.
CNOOC Ltd. is scheduled to report Q1 2026 results on April 28, 2026; due to the 7.1% profit growth (RMB 39.14B) and 8.6% revenue increase (RMB 116.08B), a 5-7% price impact is expected
Announcement of collaboration with Eskom on April 28, 2026, to develop a long-term renewable energy solution for the Hillside smelter; a moderate positive impact is estimated from improved energy security, scheduled.
Announced on April 28, 2026, that an on-site PPA solar power generation service began operations in April 2026 at its Niihama factory, its first PPA model adoption.
Released Q1 2026 production report on 2026-04-28. Copper production rose 1% YoY to 170,000 tonnes, while iron ore output fell 2% to 15.2 million tonnes. The company maintained its full-year production guidance.
On April 28, 2026, Eni signed an agreement with Venezuela's state-owned PDVSA to relaunch oil operations at the Junin-5 project in the Orinoco Belt.
Announced a proposal to issue RMB 10.2 billion (approx. US$1.5 billion) in zero-coupon convertible bonds due 2027 on April 27, 2026.
Released Q1 2026 earnings, reporting a net profit of CNY 1.876 billion, a 1,699% year-over-year increase, driven by higher lithium prices and investment gains from associate SQM.
Released Q1 2026 results, with net profit attributable to shareholders of RMB 3.844 billion, a 3.2% year-over-year decrease. Operating revenue was RMB 34.189 billion, a 10.9% decrease year-over-year.
Multiple analysts, including Raymond James, Piper Sandler, and Wolfe Research, raised their price targets for ConocoPhillips throughout April, citing operational momentum and a constructive outlook, forecasted.
Anglo American's board rejected an unsolicited, non-binding takeover proposal from BHP Group on 2026-04-26, stating the offer significantly undervalues the company and its future prospects. The bid was valued at approximately £31.1 billion.
Q1 2026 earnings were released on 2026-04-24, showing a net profit decline of 11.1% year-over-year to RMB 11.89 billion; analysts estimate this double-digit decline will have a price impact of at least 10%, thus it is estimated.
Announced Q1 2026 results, with net profit attributable to shareholders of RMB 7.76 billion (96.65% YoY increase) and operating revenue of RMB 66.4 billion (44.34% YoY increase). Analysts estimate this significant growth will result in a price impact of over 10% expected.
The company announced a positive profit alert for Q1 2026, expecting profit attributable to owners to increase approximately 63% year-over-year to US$201 million due to rising copper prices; this significant growth is estimated to result in a >=5% price impact expected.
Released key unaudited Q1 2026 financial data for its major subsidiary, Shandong Hongqiao, showing a 37.56% year-over-year increase in net profit.
The company is to announce its Q1 2026 results on April 24, 2026, with a net profit of RMB 988 million, a 104.43% year-over-year increase; Medium importance as this growth is expected to drive a price impact of at least 5% expected.
Eni reported Q1 2026 results on April 24, 2026, with EPS of €0.0462, significantly missing the €1.22 forecast. Revenue of €23.18 billion also fell short of the €24.58 billion expectation. Despite the miss, the company raised its full-year cash flow from operations guidance by 20% to €13.8 billion and increased its 2026 share buyback plan by approximately 90% to €2.8 billion.
Released March 2026 quarterly activities report, showing record production of 232.4kt, a 52% quarter-on-quarter revenue increase to $567 million, and a cash balance increase to $1.45 billion. High importance is justified by the record production and significant revenue growth likely to cause a >10% price impact.
Announcement of Q1 2026 operating results: Total natural uranium production is expected to be 580.9 tU (97.1% of plan), with 967 tU in inventory and 2,519 tU in undelivered sales contracts. Estimated 5% price impact due to production stability; expected.
Release of Q1 2026 results, with net profit attributable to shareholders of RMB 5.527 billion, a year-on-year increase of 56.35%, expected. This significant profit growth is estimated to have a medium price impact (≥5%).