Sentiment Summary
Recent Events
Analysts estimate that the Q2 2026 earnings release and conference call on August 5, 2026, will have a medium price impact of ≥5% and are scheduled.
Lam Research is scheduled to announce its Q4 2026 earnings results. Analysts forecast an EPS of around $1.65 to $1.68. A price impact of ≥5% is estimated based on historical volatility around earnings dates expected.
Ex-dividend date for the proposed final dividend of USD 0.041446 per share for the year ended December 31, 2025, scheduled for 2026-06-30. Dividend distributions typically result in a price impact of 1-5%.
Announced a 10-for-1 forward stock split, with shares scheduled to begin trading on a split-adjusted basis on June 12, 2026. High importance assigned as a confirmed Trading Issue. Scheduled.
Apple's annual Worldwide Developers Conference (WWDC) keynote is scheduled for June 8, 2026. Major updates to iOS, macOS, and the company's AI strategy are expected. A Medium impact (>=5%) is estimated as it unveils the software roadmap, and is scheduled.
Record date (2026-06-05) for the final dividend of RMB 0.14 per share for the year ended December 31, 2025, scheduled. The H-share register will be closed from June 3 to June 5, 2026, and the dividend is scheduled to be paid on July 28, 2026. Low impact estimated as dividend yield is typically stable and already priced in.
NVIDIA is scheduled to report its financial results for the first quarter of fiscal year 2027 on May 20, 2026, after the market closes; analysts forecast revenue of approximately $78.8 billion and EPS of $1.77. High importance is estimated as NVIDIA earnings typically result in price movements exceeding 10%, scheduled.
Final dividend of HKD 1.08 per share for the year ended December 31, 2025, with an ex-dividend date of May 15, 2026, and a payment date of June 1, 2026. This is estimated to have a low price impact of approximately 1.2% based on the dividend yield, scheduled.
Analysts estimate that the ex-dividend date for the Q2 2026 dividend on May 15, 2026 (payable June 10, 2026), will have a low price impact of ≥1% and is scheduled.
The ex-dividend date for the 2025 final cash dividend of RMB 1.20 per share for H-shares on 2026-05-14. The payment date is scheduled for June 12, 2026.
On 2026-05-13, a CATL affiliate announced an agreement to acquire a 38.1% stake in VNET Group for $942 million, which is estimated to have a price impact of ≥10% expected.
Ex-dividend date for the final dividend for the year ended December 31, 2025, on May 13, 2026 scheduled; the impact is estimated at approximately 1% as it is a standard dividend distribution.
Analysts estimate that the launch of the Alzheimer's drug donanemab in India on May 13, 2026, will have a low price impact of ≥1% and is scheduled.
Announced a partnership with CAF on 2026-05-13 to expand credit access for Micro, Small, and Medium Enterprises (MSMEs) in Latin America and the Caribbean.
Announced on May 12, 2026, a share repurchase program of up to USD 1.2 billion over the next 48 months, marking the company's first such plan.
Reported strong Q1 2026 results on May 12, 2026, with revenue of RMB 60.6 billion (+29% YoY) and net profit attributable to shareholders of RMB 880 million (+95.2% YoY), beating market expectations.
The company's application for a publicly offered infrastructure Real Estate Investment Trust (REIT) was formally accepted by the China Securities Regulatory Commission and the Shanghai Stock Exchange on May 12, 2026. This spin-off of coal-fired power assets is pending further regulatory approvals. This major asset restructuring is estimated to have a market impact of ≥10% due to the significant valuation of the assets, scheduled.
Analysts estimate that the announcement of positive results from the ATTAIN-MAINTAIN and SURMOUNT-MAINTAIN trials on May 12, 2026, will have a medium price impact of ≥5% and is expected.
Signed a memorandum of understanding with the Romanian government on 2026-05-12 to develop a national digital identity wallet, interoperable across the EU, with delivery targeted for December 2026.
Quarterly cash dividend ex-date of $0.27 per share on May 11, 2026. The dividend was announced on April 30, 2026. A Low impact (>=1%) is estimated as it is a routine technical adjustment, and is scheduled.