Sentiment Summary
Recent Events
Ex-dividend date for the final dividend of HKD 0.88 per share for the year 2025 is scheduled for 2026-07-09; medium importance is expected.
Annual General Meeting (AGM) on 2026-06-18 to approve the 2025 financial statements, re-elect directors, and seek a general mandate to issue up to 20% of the company's share capital scheduled.
Final dividend for 2025 of RMB 1.20 per share, with an ex-dividend date of May 14, 2026 for H-shares; <5% impact estimated from yield, 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.
Completion of amendments to the Articles of Association on May 1, 2026, to align with legal terminology; <1% impact estimated due to no substantive changes, scheduled.
Announced Q1 2026 results with revenue of KRW 2.75 trillion (+5% YoY) and operating profit of KRW 97.2 billion (+361% YoY), significantly beating expectations and showing a strong recovery in profitability.
Geely entered into an Assets Transfer Agreement on April 30, 2026, to purchase assets from related parties for up to RMB 1.19 billion and sell assets for up to RMB 400.3 million, as part of a broader group restructuring.
Significant profit growth is expected to drive a >5% price increase; Q1 2026 consolidated operating profit of 64.6B KRW (+21.7% YoY) and revenue of 480.5B KRW (+3.0% YoY) announcement scheduled.
Announced Q1 2026 consolidated preliminary earnings: Revenue KRW 215.6B (-4.7% YoY), Operating Profit KRW 21.5B (-6.4% YoY), and Net Profit KRW 24.9B (+16.8% YoY). Low importance estimated as mixed results likely limit price impact to <5% scheduled.
The company announced on April 30, 2026, that it has rescheduled its Annual General Meeting (AGM) from June 5 to June 30, 2026. Consequently, the ex-dividend date for the final dividend has been moved to July 3, 2026, with the payment date adjusted to July 21, 2026 scheduled
Announced that its 51%-owned subsidiary, Jinan Truck, reported a 69.5% year-over-year increase in net profit and a 52.3% increase in revenue for the first quarter of 2026; high importance due to significant subsidiary growth.
Released Q1 2026 earnings on April 29, 2026: Revenue CNY 25.75B (+34.5% YoY), Net Profit CNY 754M (+0.9% YoY). Core profit fell 73.9% due to R&D costs (High importance estimated due to significant earnings volatility).
Released Q1 2026 earnings on April 29, 2026, with revenue up 15% YoY to RMB 83.8 billion and adjusted core net profit up 31% YoY to RMB 4.56 billion. However, reported net profit fell 27% due to foreign exchange fluctuations.
Q1 2026 results announcement with operating profit of KRW 93.6 billion (18.2% YoY increase) and revenue of KRW 2.31 trillion (1.8% YoY increase). Importance is Medium as the significant profit growth is estimated to result in a 5-10% price impact; expected.
Leapmotor's Chairman expressed confidence in achieving the 1 million vehicle sales target for 2026 (Medium importance estimated as ambitious sales targets influence investor sentiment by ≥5%), scheduled.
Released Q1 2026 results, reporting a net loss of RMB 656 million. While the reported net loss narrowed by 10.29% YoY, analysts noted that the adjusted net loss (excluding one-time items) widened significantly, leading to a share price drop of over 4% expected.
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.
Medium importance as the two-month delay in plant operations is expected to cause a 5-10% price dip; announced the delay of Saudi Arabia CKD plant launch on 2026-04-28 expected.
Proposed a 2026 Restricted A-Share Incentive Scheme on 2026-04-28 to align employee and shareholder interests. Medium importance is estimated as such schemes often lead to a >5% price impact due to dilution and governance shifts.
CATL signed a strategic cooperation agreement with Beijing Hithium Energy Storage Technology on April 27, 2026, for a 60 GWh supply of sodium-ion batteries; the high importance reflects the record-breaking scale of the order likely causing a ≥10% price impact.
News reports on 2026-04-27 highlighted that Myoung Shin will supply key hot-stamped parts for Tesla's newly announced 'Cybercab' (RoboTaxi). Medium importance estimated due to the 5-10% price impact expected from major supply chain news.
China's Ministry of Commerce expressed concerns over the EU's Industrial Accelerator Act and its impact on Leapmotor's European expansion (Medium importance estimated as regulatory hurdles typically impact price by ≥5%), scheduled.