Sentiment Summary
Recent Events
The disposal of the Ohio battery plant building to Honda by subsidiary L-H Battery Company is postponed to June 30, 2026. Medium importance is assigned as the delay is estimated to impact the stock price by 5% scheduled.
Ex-dividend date for the final dividend of HKD 0.36 per share for the fiscal year ended December 31, 2025, scheduled.
An extraordinary general meeting of shareholders to discuss articles of incorporation changes and a self-stock disposal plan is scheduled for May 21, 2026; analysts estimate a price impact of ≥1% as it is a routine governance matter scheduled.
The 2026 first quarter earnings release is scheduled.
Q1 2026 earnings release scheduled.
Next earnings report for Q1 2026 on May 14, 2026, scheduled.
Ex-dividend date (2026-05-14) for the final dividend of HK$1.32 per share for the year ended December 31, 2025. The payment date is scheduled for June 26, 2026.
1Q 2026 earnings release scheduled for 2026-05-05. A Medium importance is estimated as earnings releases typically drive volatility, though sector headwinds are well-known; scheduled.
1Q 2026 earnings release scheduled. Analysts forecast sales of KRW 625.4 billion and an operating profit of KRW 4.6 billion, below market consensus. High importance expected as the market monitors if results align with low expectations, scheduled.
LG Chem's Q1 2026 earnings results announcement is set for April 30, 2026. High importance is assigned as the first quarterly update typically results in price movements exceeding 10% scheduled.
Final Q1 2026 earnings release and conference call. This follows the negative preliminary earnings announcement on April 7. Medium impact estimated due to confirmation of financial results, scheduled.
Ecopro announced its Q1 2026 consolidated earnings, with revenue of 822.0 billion KRW and an operating profit of 60.2 billion KRW, a 4,280% increase year-over-year, significantly beating market expectations.
Scheduled release of Q1 2026 earnings on April 29, 2026, reporting a net profit of CNY 1.837 billion (616.34% increase). This significant turnaround is expected to drive a price impact of >=10%, expected.
Announced Q1 2026 earnings with revenue of KRW 605.4 billion (-3.9% YoY) and operating profit of KRW 20.9 billion (+822.6% YoY). The operating profit significantly surpassed market consensus forecasts, driven by strong sales of cathode materials for ESS and European EVs.
Ecopro Materials announced its Q1 2026 results on April 29, 2026, reporting revenue of KRW 166.5 billion and an operating profit of KRW 15.7 billion. The company swung to a significant profit from a loss of KRW 14.8 billion in the same period last year, driven by the consolidation of its subsidiary Green Eco Nickel and increased sales of precursors for Energy Storage Systems (ESS).
Reported Q1 2026 earnings with a 226.4% year-over-year increase in net profit to CNY 495.13 million and a 27.7% increase in revenue to CNY 3.695 billion.
Announced that its A-share listed subsidiary, Tianneng Battery Group (688819.SH), recorded a Q1 2026 net profit of RMB 75.08 million, a decrease of 82.1% year-over-year, while revenue fell 4.8% to RMB 9.745 billion.
Announced an 86.3 billion KRW capital injection into its Chinese subsidiary on 2026-04-29 for debt repayment and operating funds, with payment scheduled for 2026-05-06.
The company announced on 2026-04-29 it will unify its financial reporting standards, using only Chinese Accounting Standards (CAS) for both A-share and H-share disclosures starting from the 2026 semi-annual report. Low importance is assigned as this is an administrative change with minimal direct impact on valuation.
Announced Q1 2026 results with revenue of KRW 3.58 trillion and an operating loss of KRW 155.6 billion. The loss narrowed by 64.2% YoY, beating market expectations, and the company returned to net profitability. High importance estimated due to significant earnings turnaround; expected.
Announced Q1 2026 earnings with revenue of KRW 1.0365 trillion (+2.1% YoY) and operating profit of KRW 258.3 billion (+18.4% YoY), driven by strong North American transformer sales. High importance is estimated as the record 24.9% operating margin is likely to drive a >10% price impact; earnings release expected.
Announced a KRW 49 billion investment to expand its Iksan plant's production capacity for circuit foil (copper foil for PCBs) on April 28, 2026, to meet rising demand from the AI data center market. This is estimated to have a medium impact (approx. 5%) as it targets a high-growth sector, scheduled.
Wuxi Lead Intelligent Equipment announced its results for the first quarter of 2026 on 2026-04-28, reporting a 19.11% year-over-year increase in revenue to CNY 3.69 billion and a 10.99% increase in net profit to CNY 405.39 million. The medium importance is based on the significant double-digit growth in both revenue and profit.
Announced a quarterly cash dividend of KRW 1,300 per common share (total KRW 46.8 billion) with record date 2026-05-13 and payment date 2026-05-27. Low importance is estimated as the dividend is within expected ranges with a 1-5% impact; dividend payment scheduled.
Chairman Gwak Dong-shin is scheduled to complete a KRW 3 billion purchase of company shares on 2026-04-27, increasing his stake to 33.57%; this significant insider buying is estimated to have a >10% price impact scheduled.
Released Q1 2026 results, reporting a net profit of approximately RMB 1.876 billion, a year-over-year increase of about 1699%.
Announced on April 27, 2026, the decision to dispose of its entire stake in SHINGHWA AMPEREX CORPORATION for approximately 49 billion KRW to secure cash liquidity; the disposition on May 11, 2026, is scheduled. Medium importance estimated as the asset sale provides liquidity.
Investment approval for an artificial graphite anode plant in Vietnam to be announced, with mass production targeted for 2028. High importance expected due to strategic non-Chinese supply chain expansion, scheduled.
Received a preliminary notice for designation as an unfaithful disclosure corporation on April 24, 2026, due to failure in timely disclosure; a final decision is expected by May 21, 2026. High importance estimated due to potential for significant regulatory-driven price volatility.
Announced Q1 2026 consolidated results: Revenue KRW 1.36T (+26.2% YoY), Operating Profit KRW 152.3B (+48.8% YoY). Despite operating profit missing consensus, the stock rose on record new orders and a positive outlook.
Major shareholder Ningbo Lianhe Chuangxin to complete 1.27% stake sale on 2026-04-23. Low importance as the stake is relatively small likely causing >=1% price impact, scheduled.
Granted (2026-04-23) an aggregate of 1,330,000 share options and 1,630,000 share awards to certain directors and employees.