Sentiment Summary
Recent Events
Announced a 2025 final dividend of HK$2.52 per share and a stable payout ratio for 2026, which is estimated to have a 5% price impact with the ex-dividend date for June 5, 2026 scheduled
The ex-dividend date for the final dividend of RMB 0.0665 per share for the fiscal year 2025 is May 21, 2026; this is estimated to have a minor positive impact, scheduled.
Q4 and full-year 2025/2026 earnings release is scheduled.
Q1 2026 earnings release, which typically drives 5-10% price movement and is thus estimated as Medium importance, is expected.
AppLovin's Q1 2026 earnings release is scheduled; earnings announcements are estimated to have a price impact of at least 5% based on historical volatility.
BYD's Q1 2026 earnings release is scheduled for April 29, 2026, scheduled. This event is estimated to have a 5% price impact as the market monitors for signs of recovery.
Alphabet is scheduled to release its Q1 2026 earnings results after market close on 2026-04-23, scheduled.
First quarter 2026 earnings release for April 22, 2026, scheduled. Low impact estimated for the announcement of the reporting date.
Tesla's Q1 2026 earnings release, with low importance estimated based on typical quarterly price volatility, is scheduled.
The new D19 model launch, part of the 2026 four-model release plan announced during the 2025 earnings call, is scheduled. Low importance reflects the early stage of the product cycle and limited immediate financial impact.
An online briefing for the 2025 annual results and cash dividend is scheduled for April 10, 2026. This routine event is estimated to have a low price impact of around 1%, scheduled.
Ex-dividend date on April 10, 2026, for a final cash dividend of RMB 21.78 per 10 shares for the year ended December 31, 2025, with payment on May 14, 2026 scheduled
Full year 2025 audited financial results scheduled; high importance as audited figures confirm financial health.
The company's Chinese name for identification purposes will change from "小鵬決車有限公司" (XPeng Motors Limited) to "小鵬集團" (XPeng Group) on 2026-04-01; ≥1% price impact scheduled.
Board meeting to be held on 2026-03-31 to approve the annual results for the year ended December 31, 2025, and to consider the payment of a final dividend. High importance reflects the potential for significant price volatility (estimated >=10%) upon the release of full-year financial performance and dividend news, scheduled.
The board of directors is scheduled to meet on March 31, 2026, to approve the annual results for the year ended December 31, 2025, and consider the payment of a final dividend, with the full earnings report expected. High importance is estimated due to the potential for a price impact of 10% or more, expected.
Announced a share buyback plan on 2026-03-30 for CNY 6.5-13.0 billion at a price not exceeding CNY 100 per share for employee incentives; this significant buyback is estimated to have a high market impact of over 10% and is expected
Announced full-year 2025 results on March 30, 2026, reporting a net loss of RMB 3.745 billion, swinging from a profit in 2024 due to impairment provisions and lower sales.
Released its 2025 annual report on 2026-03-30, showing a 12.11% revenue increase to CNY 456.5 billion and a 14.03% net profit increase to CNY 43.95 billion; this growth is estimated to have a medium market impact of 5% and is expected
Announced the 2025 final profit distribution plan on 2026-03-30, consisting of a cash dividend of CNY 38 per 10 shares; this distribution is estimated to have a medium market impact of 5% and is expected
On March 30, 2026, the company granted 11.16 million restricted A-shares to 308 employees under its 2026 incentive plan at a price of RMB 41.59 per share. This incentive plan is estimated to have a low price impact of around 1%.
Announced 2025 annual results, reporting revenue of 492 million yuan and a net loss of 84.047 million yuan. The loss narrowed compared to the previous year's 95.363 million yuan loss.
Announced the resignation of Vice President Mr. Cai Guobin and Board Secretary Ms. Pei Hongyan effective March 30, 2026, due to work adjustments.
ZTE management detailed its strategy to counter rising costs and focus on AI smartphones during the 2025 annual results presentation on March 30, 2026; a low price impact is estimated as this is a strategic update, scheduled.
Following its annual report, BYD announced to analysts on March 29, 2026, that it is raising its 2026 vehicle export target to 1.5 million units from 1.3 million. This guidance change is estimated to have a 5% positive price impact, expected.
A Los Angeles jury found Google and Meta liable in a youth social media addiction case on 2026-03-28, leading to a stock price decline of over 9% in the following week.
BYD reported its full-year 2025 financial results on March 27, 2026, revealing a 19% decline in net profit to 32.6 billion yuan, its first annual profit drop in four years. This significant earnings decline is estimated to result in a price impact of 10% or more, expected.
Announced 2025 annual results on March 27, 2026, with revenue up 10.92% YoY to RMB 3.98 billion, but net profit attributable to shareholders decreased by 59.42% YoY to RMB 232 million. A final dividend of RMB 0.58 per 10 shares was proposed. The significant profit decline is estimated to have a high negative impact of over 10%.
Full-year 2025 results reporting a 2.84% revenue increase to CNY 89.44 billion and a 19.30% net profit decrease to CNY 1.77 billion; the significant profit decline is estimated to cause a >10% price impact, scheduled.
Announcement of audited annual results for the year ended December 31, 2025, showing revenue of RMB 44.4 billion (+60% YoY) and profit of RMB 2.1 billion (+140% YoY), with an expected price impact ≥10%, scheduled.
Announcement of a technology development contract for intelligent electric aircraft flight control systems; this R&D initiative is estimated to have a minor positive impact, scheduled.
Received U.S. FDA clearance for its Stealth AXiS™ surgical system for cranial and ear, nose, and throat (ENT) procedures on March 27, 2026.
Quarterly cash dividend of $0.71 per share, ex-dividend date on March 27, 2026.
China Mobile released its full-year 2025 financial results on March 26, 2026, reporting a 0.9% increase in revenue to RMB 1,050.2 billion but a 0.9% decrease in net profit to RMB 137.1 billion; high importance due to estimated 10% price impact expected
Multiple analysts forecast strong 2026 net profit growth of 26% YoY to RMB 91.0 billion; medium impact expected from positive growth outlook forecasted
The launch of the new A10 all-electric SUV, starting at RMB 65,800 with over 9,000 firm orders, is scheduled. Medium importance reflects the expected revenue contribution from a new high-volume SUV model.
Announced a rapid expansion in Europe on March 26, 2026, launching its brand and vehicles in Spain, Germany, the Netherlands, Belgium, and Luxembourg.
ZTE's Chairman announced plans to release a 'Lobster' smartphone focusing on data security at the Boao Forum for Asia on March 26, 2026; a low price impact is estimated for this product announcement, scheduled.
Paid a quarterly cash dividend of $0.89 per common share on March 26, 2026. The ex-dividend date was March 5, 2026. Low impact estimated (≥1%) as it is a routine payment.
Announced it was named a 'Leader' in The Aragon Research Globe™ for Agent Platforms 2026. Low importance estimated as industry awards typically have a 1-5% impact.
Announced full-year 2025 results on March 25, 2026, reporting its first-ever annual profit of RMB 134.6 million, a turnaround from a loss of RMB 1.51 billion in 2024. Revenue increased by 201.2% year-over-year to RMB 802.6 million.
Announced FY2025 results on March 25, 2026, reporting its first-ever quarterly net profit of RMB 104 million in Q4 2025, significantly exceeding expectations. The strong performance was driven by explosive growth in its robotics LiDAR segment.
Mass production of 'R46' aviation-grade power battery system (360 Wh/kg) for XPENG AEROHT's X3-F flying car, with an estimated price impact of 1-5%, scheduled.
On March 25, 2026, China Mobile launched its Global Intelligent Computing Center in Hong Kong to support AI development, which is estimated to have a 1% price impact expected
The company's registered capital was increased from approximately 470 million RMB to approximately 500 million RMB on March 25, 2026, following shareholder approval at an EGM on March 19, 2026.
Xiaomi reported its 2025 annual and Q4 2025 financial results on March 24, 2026. Full-year revenue grew 25% to CNY 457.3 billion and adjusted net profit rose 43.8% to CNY 39.2 billion, driven by the EV business's first annual profit. However, Q4 profit fell 23.7% to CNY 6.3 billion, the first quarterly decline since 2022. High importance is estimated due to significant profit fluctuations likely causing ≥10% price impact.
SenseTime announced its FY2025 results on March 24, 2026, reporting a 32.9% YoY revenue increase to RMB 5.015 billion. The company's net loss narrowed by 58.6% to RMB 1.78 billion, and its EBITDA turned positive in H2 2025 for the first time since its IPO. Revenue from the generative AI segment grew by 51%. High price impact is estimated based on these significant improvements expected.
Reported Q4 and full-year 2025 financial results. Full-year 2025 revenue grew 46% YoY to $433 million, and the company achieved its first full-year GAAP profitability with a net income of $62 million. However, Q1 2026 revenue guidance of $93-$100 million fell below analyst consensus, leading to a negative stock reaction.
ABB announced it was awarded additional orders by Bechtel to provide integrated automation and electrical solutions for Trains 4 and 5 of the Rio Grande LNG (RGLNG) facility in Texas, announced on March 24, 2026. Medium impact estimated due to the significant scale of the contract.
Full-year 2025 results announcement on March 24, 2026, with net profit attributable to shareholders increasing by 0.5% year-over-year to RMB 33.185 billion, expected. Low importance estimated due to minimal profit growth.
Final dividend of RMB 0.0908 per share for the fiscal year 2025 announcement on March 24, 2026, scheduled. Low importance estimated as it is a routine dividend distribution.
Symbotic was named to Fast Company's 2026 list of the World's Most Innovative Companies on March 24, 2026, ranking #9 in the Robotics & Engineering category.