Sentiment Summary
Recent Events
Ex-dividend date for the final dividend of HK$2.52 per share for the year ended December 31, 2025, on 2026-06-05, with payment on 2026-06-24. Medium importance estimated due to dividend yield impact scheduled.
First quarter 2026 earnings release scheduled for May 27, 2026.
Rocket Lab's Q1 2026 earnings release, with low impact estimated for a routine announcement, is scheduled.
Q2 2026 earnings release is expected around May 6, 2026. The company guided for Q2 revenue between $650 million and $670 million and adjusted EBITDA between $70 million and $75 million. Medium importance estimated as quarterly results typically drive significant price volatility expected.
AppLovin will report its financial results for the first quarter of 2026 on May 6, 2026, after the U.S. stock market closes; this announcement typically results in a >=1% price impact, scheduled.
Q1 2026 earnings release scheduled. Analysts forecast revenue of approximately $9.8 billion, representing 32% year-over-year growth forecasted. Medium importance estimated as earnings releases typically drive significant volatility; scheduled.
Microsoft is scheduled to release its fiscal year 2026 third-quarter financial results after the market close on April 29, 2026, with analysts forecasting an EPS of around $4.04 to $4.07. This release is highly anticipated following investor concerns over high AI-related capital expenditures in the previous quarter, scheduled.
Qualcomm is scheduled to release its fiscal second-quarter 2026 earnings results on April 29, 2026; high impact expected as earnings typically drive >10% price movement, scheduled.
BYD is expected to release its Q1 2026 earnings report on or around April 29, 2026, scheduled.
Full-year earnings for the fiscal year ending March 31, 2026, scheduled; medium importance estimated due to potential guidance impact, with analysts forecast revenue of 840.7 billion JPY and operating profit of 172.9 billion JPY forecasted.
Annual General Meeting to approve 2025 results and dividend plan on April 29, 2026; low importance as routine corporate governance typically results in <5% price impact scheduled.
Planet Labs PBC announced on March 27, 2026 that it will redeem all outstanding public warrants on April 27, 2026 at $0.01 per warrant, with holders allowed to exercise before 5:00 p.m. New York City time on April 27, 2026 at $11.50 per share. This is a confirmed corporate action affecting the company’s own equity because warrant exercises can increase Class A share count and unexercised warrants will be delisted and void on the redemption date.
Analysts forecast Q1 2026 revenue of RMB 133.16B (-1.0% YoY) and net profit of RMB 8.16B (-8.0% YoY), with the official earnings release scheduled for April 24, 2026. Estimated Low importance as forecasts likely impact price by ~1-3% forecasted.
Ex-dividend date for the proposed annual dividend of €0.30 per share on April 24, 2026, scheduled. Impact is estimated as low due to the technical nature of the price adjustment.
Alphabet's Q1 2026 earnings release is expected on April 23, 2026. This date is based on past reporting schedules and is not yet confirmed by the company. Market reaction is estimated at Medium (5%) as earnings are a primary driver for Alphabet's stock expected.
Annual General Meeting scheduled for April 23, 2026, to vote on the proposed dividend of €0.30 per share for fiscal year 2025. Impact is estimated as low as the dividend is a routine shareholder return.
Annual General Meeting to vote on a share buyback plan of RMB 1 billion to 2 billion and the 2025 profit distribution plan on April 22, 2026; the large-scale capital reduction is estimated to result in a >10% price increase, scheduled.
ABB is scheduled to release its Q1 2026 earnings report on April 22, 2026. High importance is estimated due to the potential for significant market volatility exceeding 10% upon release, scheduled.
Tesla Q1 2026 earnings release and webcast on April 22, 2026, with an estimated 1% price impact based on historical volatility, scheduled.
Global launch of the new flagship model D19 is scheduled. This major product launch is estimated to have a >5% price impact.
First quarter 2026 earnings release scheduled; analysts forecast revenue of 105.845B yuan and EPS of 3.752 yuan, forecasted and scheduled. Medium importance reflects typical market volatility during earnings season.
Citigroup raised its price target on Planet Labs PBC stock to $35.00 from $30.00, maintaining a "buy" rating, forecasted.
Announced the acquisition of IPEC Limited on April 2, 2026, a UK-based technology company specializing in advanced electrical engineering solutions. Medium importance is estimated as the acquisition is expected to impact the stock price by at least 5%.
On April 2, 2026, Microsoft launched three new in-house foundational AI models: MAI-Transcribe-1 (speech-to-text), MAI-Voice-1 (text-to-speech), and MAI-Image-2 (image generation). This is seen as a strategic move to compete directly with other major AI labs and increase AI self-sufficiency.
Internal restructuring of four subsidiaries announced for April 2, 2026, to improve administrative efficiency; low impact expected as it is an internal organizational change.
On April 2, 2026, the company granted a total of 2.5 million share options to 6 grantees under its H-share option scheme.
The March 2026 Steam Hardware Survey showed an increase in market share for both AMD CPUs and GPUs on the gaming platform compared to the previous month. Low importance estimated as market share data typically has a minor impact on stock price.
Qualcomm announced joining MassRobotics as a sponsor to support robotics startups on April 2, 2026.
Tesla announced Q1 2026 vehicle deliveries of 358,023 on April 2, 2026, missing analyst consensus estimates of 365,000-372,000; production of 408,386 vehicles outpaced deliveries, and the stock price dropped over 4%.
BYD announced March 2026 NEV sales of 300,222 units, a 57.9% increase month-over-month but a 20.5% decrease year-over-year. Overseas sales grew 65.2% YoY to over 119,000 units.
Announced March 2026 sales of 233,031 vehicles, flat year-over-year. While exports surged 120% and Zeekr brand sales grew 90%, pure electric vehicle sales declined 18%.
CMB International analysts forecast a target price of HK$75, representing a 53.1% increase following strong 2025 results. Medium importance as it reflects positive analyst sentiment, estimated.
March 2026 vehicle deliveries of 50,029 units, representing a 34.9% year-over-year increase, are expected. This strong growth is estimated to have a >5% price impact.
On April 1, 2026, Li Auto announced March 2026 deliveries of 41,053 vehicles, a 55.4% increase from February and a 12% increase year-over-year. Q1 2026 deliveries totaled 95,142, exceeding the company's guidance.
XPeng is scheduled to announce its March 2026 vehicle delivery results on April 1, 2026; monthly delivery updates typically result in low market volatility, scheduled.
XPeng is scheduled to change its Chinese name to "XPeng Group" effective April 1, 2026; administrative name changes typically have a low market impact, scheduled.
Announced at the ESIE 2026 exhibition that its new sodium-ion battery for energy storage, with a cycle life of over 15,000, will be commercialized within the year.
Seres Group March 2026 new energy vehicle sales announcement on April 1, 2026, reporting 22,706 units sold (up 20.74% YoY); the steady growth is estimated to result in a 1-5% price increase, expected.
Foundation work for the dedicated Optimus humanoid robot factory at Giga Texas began on April 1, 2026, signaling a new phase of construction; a 1% price impact based on production timeline confirmation is estimated.
UBTECH released FY2025 results on 2026-03-31 showing revenue rose to about CNY2.0 billion and full-size humanoid robot sales jumped 23-fold; shares closed up 17.1% on 2026-04-01.
NVIDIA announced a $2 billion strategic investment and partnership with Marvell Technology on March 31, 2026, to integrate Marvell's custom silicon into NVIDIA's AI ecosystem; this strategic move is expected to have a high market impact (≥10%) due to the scale of the partnership expected.
Seres Group 2025 annual results announcement on March 31, 2026, reporting revenue of RMB 165.05 billion, net profit of RMB 5.96 billion, and a RMB 0.8 per share dividend; the strong growth is estimated to result in a 5-10% price increase, expected.
Announced a major warehouse automation project with Associated Wholesale Grocers (AWG) for their Gulf Coast Division Support Center on March 31, 2026, expected to go live in late 2027. Medium importance estimated due to the scale of the contract and long-term revenue potential expected.
Announced a share repurchase update: as of March 31, 2026, the company had repurchased 15.99 million A-shares, accounting for 0.3628% of the total A-share capital, for a total of 4.386 billion RMB.
BYD reported its full-year 2025 results, with net profit falling 19% year-over-year to 32.6 billion yuan, its first annual profit decline since 2021, missing analyst forecasts. The decline was attributed to intense domestic price competition.
Announced FY2025 results on March 30, 2026, reporting a net loss of CNY 3.745 billion, a 1.9% revenue decrease, and a proposed dividend of CNY 0.15; high importance due to significant swing from profit to loss likely causing ≥10% price impact.
Announced full-year 2025 results on March 30, 2026, with revenue of RMB 492 million (a 31.7% YoY increase) and a net loss of RMB 84 million (a 11.9% YoY narrowing of loss).
On 2026-03-30, Midea Group reported record 2025 annual results and proposed a final cash dividend of RMB38 per 10 shares after the interim RMB5 per 10 shares, alongside a new A-share buyback plan of RMB6.5 billion to RMB13 billion; the announcement drove both its A and H shares up by nearly 7% on March 31.
On March 30, 2026, the company granted 11.16 million A-share restricted stocks to 308 incentive recipients under the 2026 Restricted Share Incentive Plan.
Vice President Cai Guobin resigned effective March 30, 2026; low importance as executive changes typically result in <5% price impact.
Ex-dividend date for the fiscal year-end dividend on March 30, 2026, with a record date of March 31, 2026; low importance estimated due to typical price adjustment, scheduled.
Online results presentation for the 2025 annual results on 2026-03-30; Low importance as a routine results presentation likely causing >=1% price impact scheduled
Successfully launched the 'Daughter of the Stars' mission for the European Space Agency from Launch Complex 1, marking its 5th successful launch of 2026; low impact estimated for operational success.
Announced 2025 annual results on March 27, 2026, with revenue up 10.92% YoY to RMB 3.982 billion, but net profit attributable to shareholders down 59.42% YoY to RMB 232.3 million; the significant profit decline is expected to cause a >10% price impact.
Announced full-year 2025 results on March 27, 2026, with revenue up 2.84% to RMB 89.44 billion, while net profit attributable to shareholders decreased by 19.3% year-over-year to RMB 1.77 billion. A final dividend of RMB 0.0665 per share was proposed, a reduction from the previous year. A price impact of over 10% due to the significant profit decline is expected.
Full-year 2025 results reporting a 46.3% YoY increase in revenue to CNY 1,213.3 million and a narrowed net loss of CNY 840.5 million. High importance due to significant revenue growth and margin improvement, expected.
Proposed a final dividend of RMB 0.58 per 10 shares for the year ended December 31, 2025, on March 27, 2026; ex-dividend and payment dates are yet to be announced.
Attended a fair competition symposium held by China's State Administration for Market Regulation, which addressed 'involution-style' competition for companies expanding overseas.
Strategic partnership agreement between ZTE and Telkomsel for network and enterprise technology initiatives in Indonesia on 2026-03-27; Low importance as a regional partnership likely causing >=1% price impact scheduled
Release of 47.42 million restricted shares from lock-up on March 27, 2026; the increased market supply is estimated to result in a 1-5% price decrease, expected.
Received U.S. FDA clearance on March 27, 2026, for its Stealth AXiS surgical system for use in cranial and ear, nose, and throat (ENT) procedures, expanding its application from spine surgery scheduled.