Sentiment Summary
Recent Events
Final dividend of HKD 0.15 per share for FY2025 (total HKD 0.29, +11.5% YoY) with ex-dividend date June 24, 2026; low importance as dividend increases typically result in minor positive price adjustments scheduled.
Q1 2026 earnings release for April 29, 2026 scheduled. Minimal market impact from the date announcement expected.
An investor relations (IR) meeting to announce the group's integrated strategy and the progress of major pipelines; low impact anticipated as it is a routine communication event, scheduled.
Cancellation of 9.11 million treasury shares, valued at approximately KRW 1.71 trillion, effective April 1, 2026. This largest-ever cancellation is expected to have a high market impact.
The 82nd Annual General Meeting of Shareholders on 2026-03-30 is a routine meeting with low expected price impact scheduled.
The ex-dividend date for the 2025 final dividend of 1,100 KRW per common share is scheduled for 2026-03-30; market impact is estimated to be low (>=1%) following typical dividend adjustments, scheduled.
The labor union, representing approximately 75% of the workforce, authorized a strike on March 29, 2026. Partial strikes are planned to begin on April 21, 2026, potentially escalating to a full-scale strike on May 1, 2026. High market impact due to potential production disruptions expected.
Announced full-year 2025 results on 2026-03-29; analysts forecast revenue up 22.6% and net profit up 27.1%. High importance estimated due to strong growth expected.
Received drug registration approval from China's NMPA on 2026-03-27 for the third indication of Xinyue®; Medium importance estimated as new indications drive growth expected.
Received marketing approval in Japan for biosimilars 'Omlyclo' and 'Eydenzelt' on March 27, 2026.
The company repurchased 5.35 million of its own shares for a total of HKD 31.44 million on 2026-03-27, which is estimated to have a low price impact (≥1%) as it is a standard buyback.
Akeso announced its full-year 2025 financial results on March 26, 2026. Revenue grew 43.9% year-over-year to RMB 3.06 billion, but the net loss widened to RMB 1.11 billion, missing analyst expectations. High importance estimated due to potential for >10% price impact from significant earnings miss, expected.
Announced FY2025 results: Revenue rose 10.3% to RMB 31.83B, and adjusted net profit rose 31.4% to RMB 4.54B. A final dividend of HKD 0.05 per share was proposed, which is estimated to have a medium price impact (≥5%) due to strong profit growth.
Innovent Biologics announced its 2025 annual results, reporting total revenue of RMB 13.04 billion, a 38.4% YoY increase. The company achieved its first full-year net profit of RMB 814 million, a significant turnaround from a net loss in 2024. The stock surged over 7% following the announcement.
The annual general meeting is scheduled for 2026-03-26 to re-appoint Vice Chairman Dong-Kwan Kim and amend articles; market impact is estimated to be low (<5%) as these are standard governance procedures, scheduled.
On March 26, 2026, the 29th Annual General Meeting is scheduled to approve the FY2025 financial statements, which reported an operating loss of KRW 21.2 billion, and appoint two new internal directors. Low importance is estimated as the financial results were likely pre-announced, scheduled.
On March 26, 2026, the company is scheduled to grant 60,000 stock options to directors and employees with an exercise price of KRW 316,500. Low importance is estimated due to the relatively small scale of the grant, scheduled.
Announcement of a 44.28 billion KRW drug supply contract with U.S. subsidiary SK Life Science, Inc. for the sale of Cenobamate (Xcopri) scheduled. Low importance is estimated as it is an internal transaction with limited market impact.
Full-year 2025 results announcement on March 25, 2026, reporting revenue of RMB 26.01 billion (-10.4% YoY) and net profit of RMB 3.88 billion (-10.3% YoY); high importance reflects the expected significant negative market reaction to declining profitability scheduled.
Announced strong full-year 2025 financial results on March 25, 2026. Revenue grew 13.02% YoY to RMB 31.63 billion, and net profit attributable to shareholders increased 21.69% YoY to RMB 7.71 billion, driven by a 26.09% increase in innovative drug sales.
On March 25, 2026, Akeso announced it received NMPA clearance to initiate Phase II clinical trials for two ADCs, AK146D1 and AK138D1, advancing its 'IO 2.0 + ADC 2.0' strategy. Medium importance estimated due to potential for >5% price impact from clinical progress, scheduled.
Yuhan Corp's probiotic and other health supplement products became available for sale on Daiso's online mall, expanding its sales channels for consumer healthcare goods.
CEO Jeon In-seok announced the planned after-hours block sale of 265,700 shares (1.13% of total shares) on 2026-03-24; high price impact expected from the large-scale insider sale.
Announced that the Phase 3 STAR study of its eye disease drug Efdamrofusp Alfa (IBI302) met its primary endpoint, demonstrating non-inferiority to Eylea for treating neovascular age-related macular degeneration (nAMD). The drug also showed potential for less frequent dosing. [Estimate: Medium importance due to significant Phase 3 clinical milestone].
Chairman Seo Jung-jin announced 2026 guidance on March 24, 2026, targeting quarterly operating profit growth from KRW 300 billion to KRW 600 billion forecasted.
Announcement of the first patient dosed in a Phase III clinical study for Anbenitamab (KN026) on March 24, 2026; low importance as clinical milestones generally have limited immediate price impact scheduled.
Announced that the first participant has been dosed in a Phase 3 clinical study of IBI128 (Tigulixostat), a treatment for gout, in China. [Estimate: Low importance as initial dosing in a Phase 3 trial is a routine update].