Sentiment Summary
Recent Events
The ex-dividend date for the final dividend of RMB 0.0953 per share for the year ended December 31, 2025, is July 3, 2026, scheduled.
Announced a final dividend of RMB 0.618 per share for fiscal year 2025, with an ex-dividend date of June 30, 2026, scheduled. This is expected to be positive as it provides a direct cash yield to investors.
Ex-dividend date on 2026-06-18 for the 2025 final cash dividend of CNY 0.2 per share, with payment scheduled for August 28, 2026. Analysts forecast a 1-2% price impact due to the standard price adjustment, scheduled.
Vertiv will hold its 2026 annual meeting of stockholders on June 17, 2026. This is estimated to have a Low impact (>1%) as a routine administrative event, scheduled.
2025 Annual General Meeting scheduled for 2026-06-16 to approve the annual report, final dividend, and share buyback plan. Analysts forecast a 1% price impact as it confirms corporate stability, scheduled.
Q2 2026 earnings release scheduled. Medium importance justified by anticipation of key financial performance data.
Annual General Meeting for 2026-05-29 scheduled.
Q1 fiscal 2027 earnings release is scheduled for 2026-05-28. Analysts forecast non-GAAP EPS of $0.76-$0.80 and revenue of $2.40 billion, estimated and scheduled.
Ex-dividend date for the final 2025 dividend of HK$1.4408 per share on May 28, 2026 scheduled; Low importance as ex-dividend dates typically result in ≥1% price impact.
Annual General Meeting (AGM) to approve the 2025 financial statements and a final dividend of HK$1.4408 per share on May 22, 2026 scheduled; Low importance as AGM approvals typically result in ≥1% price impact.
Annual General Meeting to be held on 2026-05-21 to review reports and approve plans; routine meetings typically have a 1-5% price impact, scheduled
NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.
Company executives participate in the J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026; low impact estimated as conferences typically provide incremental updates scheduled
Vertiv is scheduled to host its 2026 Investor Conference on May 19-20, 2026. This is estimated to have a Low impact (>1%) as a routine strategic update, 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.
First quarter 2026 earnings release scheduled; high impact expected due to typical post-earnings price volatility.
Ex-dividend date for the final dividend of HK$1.32 per share for the year ended December 31, 2025, on May 14, 2026, scheduled. Low impact expected as it is a routine ex-dividend date.
Intel's Annual Stockholders' Meeting on May 13, 2026; low importance justified by expected <1% impact from routine proceedings, scheduled.
Ex-dividend date on May 12, 2026, for a final dividend of HK$0.34 per share and a special dividend of HK$0.79 per share, related to the fiscal year 2025. The dividends were announced on March 3, 2026. High importance is justified by the significant special dividend payout.
Board meeting to be held on May 12, 2026 to approve and announce Q1 2026 financial results; a ~5% impact is estimated as it is the first quarterly report of the year, scheduled.
Q1 2026 earnings release is scheduled.
Q4 and full-year fiscal 2026 financial results are scheduled to be released after the market closes on May 7, 2026. High importance is estimated as annual results typically drive significant price volatility exceeding 10%. This is scheduled.
Rocket Lab is scheduled to release its Q1 2026 financial results after the market closes on May 7, 2026. Analysts forecast earnings of -$0.04 to -$0.08 per share and revenue of $189M to $191M. Expected price impact is ~5% based on historical earnings volatility. Analyst estimates are forecasted and the event is scheduled.
AMD is scheduled to report its fiscal first quarter 2026 financial results after the market close on May 5, 2026. This is a future event, and its impact will depend on the reported figures and forward guidance. Importance is estimated as High due to the significant potential for price movement typical of earnings releases. scheduled
Lumentum is scheduled to announce fiscal Q3 2026 results on May 5, 2026. Market analysts estimate this release will have a >10% price impact following the previous record quarter scheduled.
Effective May 1, 2026, the price of the optional 'God's Eye B' advanced driver-assistance system package was increased by 21% from CNY 9,900 to CNY 12,000; a price impact of ≥1% is estimated as it affects only optional software margins, scheduled.
AIA Group reported its Q1 2026 results on April 30, 2026, with the Value of New Business (VONB) growing 13% on a constant exchange rate basis to US$1,757 million, surpassing market expectations; High importance due to strong growth likely driving ≥10% price impact.
Monolithic Power Systems reported Q1 2026 revenue of $804.2 million and non-GAAP EPS of $5.10 on April 30, 2026, beating analyst expectations and providing strong Q2 guidance; a 5% price impact is estimated based on the earnings beat, expected.
The bank announced the completion of the absorption and merger of its wholly-owned subsidiary, China Post Postal Savings and Wealth Management Bank, on April 30, 2026. No material impact on financial results is expected.
Announced a favorable court ruling on April 30, 2026, in a patent infringement lawsuit brought by Bel Power Solutions; a 1% price impact is estimated due to the legal victory, expected.
US Department of Commerce ordered equipment suppliers to halt shipments to Hua Hong's facilities on April 29, 2026; high impact estimated due to significant regulatory risk.
On 2026-04-29, announced Q1 2026 results with revenue of CNY 3.695 billion (+27.7% YoY) and net profit of CNY 495 million (+226.4% YoY); the massive profit surge makes a >10% price impact expected.
Postal Savings Bank of China reported Q1 2026 net income of CNY 25.73 billion, a 1.9% increase year-over-year, surpassing analyst estimates. A price impact of ≥5% is estimated as the earnings beat may trigger positive sentiment.
Reported Q1 2026 results on April 29, 2026, with net profit down 32.3% YoY to CNY 19.51 billion, while new business value (NBV) grew by 75.5%.
China Longyuan Power reported its Q1 2026 earnings on 2026-04-29, with net income decreasing to CNY 1,700 million from CNY 1,983.22 million in the prior year period. Sales also declined to CNY 7,867.53 million from CNY 8,163.58 million. A price impact of ≥5% is estimated due to the earnings contraction.
Announced a plan to repurchase A-shares for a total of RMB 300-500 million on 2026-04-29, subject to shareholder approval. Analysts forecast a 2-3% price impact as buybacks signal management confidence, forecasted.
The company completed the issuance of RMB 1.8 billion in ultra short-term debentures on 2026-04-29 with a 148-day term and a 1.35% coupon rate. The proceeds are intended for working capital and debt repayment. A price impact of ≥1% is estimated for this financing activity.
Released Q1 2026 earnings, reporting a 55.4% year-over-year drop in net profit to CNY 4.08 billion and an 11.8% revenue decline to CNY 150.2 billion; a price impact of ≥10% is estimated due to the severe profit contraction, expected.
On April 28, 2026, Celestica's stock price fell by over 15% in the trading session following the Q1 2026 earnings report, attributed to profit-taking after a significant prior rally.
Reported record Q1 2026 financial results, with revenue of $1.282 billion and non-GAAP EPS of $2.56, beating analyst estimates. Despite the strong results driven by AI demand, the stock fell over 10% on concerns about future growth and guidance for Q2.
On April 28, 2026, AMD announced its flagship global AI event, "Advancing AI 2026," to be held on July 23, 2026, to showcase its latest AI solutions.
Announced plans on April 28, 2026, to deliver a tokenized fund servicing capability from Luxembourg by the end of 2026.
Reported strong Q1 2026 financial results on April 27, 2026, with revenue of CNY 12.44 billion (+28.8% YoY) and adjusted non-IFRS net profit of CNY 4.60 billion (+71.7% YoY), beating expectations and causing a significant share price increase.
Celestica reported strong Q1 2026 results on April 27, 2026, with revenue of $4.05 billion and adjusted EPS of $2.16, beating expectations. The company also significantly raised its full-year 2026 guidance. The subsequent 15% price drop on the following day indicates high market impact.
Released Q1 2026 earnings, with revenue increasing 63.48% YoY to CNY 15.485 billion and net profit rising 59.65% YoY to CNY 907 million, driven by strong sales of large-capacity wind turbines. The stock price rose over 7% following the announcement, expected.
Q1 2026 earnings release on 2026-04-27 reporting a 6.86% YoY revenue decrease and a 15.22% YoY net profit decrease expected. Estimated price impact is 5-10% due to the significant profit decline.
2026-04-27: Voluntary public share buy-back offer for up to 30% of D-Shares for cancellation scheduled. Estimated price impact is 1-5% due to share count reduction.