Sentiment Summary
Recent Events
Ex-dividend date on May 21, 2026, for a proposed final dividend of RMB 0.0665 per share, a reduction from the previous year's RMB 0.081. Estimated price impact ≥1% due to dividend cut. Scheduled.
Q1 2026 earnings release scheduled.
Next earnings report scheduled.
Q1 2026 earnings release scheduled. Analyst forecasts are mixed; some predict results in line with consensus, while others anticipate an earnings miss of about 10% below consensus due to increased outsourcing costs, expected.
Hanwha Aerospace's Q1 2026 earnings release is scheduled for April 30, 2026. High importance is estimated due to the significant impact of quarterly results on stock volatility; scheduled.
Samsung Heavy Industries is scheduled to release its Q1 2026 earnings on April 30, 2026. Analyst consensus estimates a 172% increase in operating profit to approximately 334.9 billion KRW. A price impact of >=5% is estimated due to the significant earnings growth. This event is scheduled.
HD-Hyundai Marine Engine is scheduled to supply ship engines worth KRW 106.7 billion to XIAMEN XMXYG SHIPBUILDING TRADING CO.,LTD on 2026-04-29. The contract value is 26.5% of annual sales, suggesting a price impact of over 10%, scheduled.
Announced the signing of several major contracts between Dec 2025 and Apr 2026, totaling approximately RMB 36.34 billion, which is equivalent to 13.3% of the 2025 annual revenue.
Announced Q1 2026 results on April 29, 2026, with revenue of RMB 53.82 billion (+10.57% YoY) and net profit attributable to shareholders of RMB 3.38 billion (+10.66% YoY).
Announced Q1 2026 results on 2026-04-29, with net profit increasing 114.8% to RMB 396 million; High importance due to profit growth >100% likely causing >10% price impact, scheduled.
Announced Q1 2026 preliminary earnings on April 29, 2026, with revenue of KRW 308.3 billion and operating profit of KRW 82.6 billion (up 18.5% YoY); high importance due to strong growth, expected.
Announced Q1 2026 results with a KRW 2.04 billion operating loss, a shift to loss from a profit in the previous year, and a 7.1% YoY revenue decrease. Medium importance estimated due to significant earnings decline.
Announced Q1 2026 results on April 29, 2026, with revenue up 5.6% and net profit attributable to shareholders up 37.4% to RMB 1.59 billion, citing improved gross margin and investment gains. Strong profit growth justifies an estimated 5% price impact, expected.
Announced a plan on 2026-04-29 to repurchase RMB 300 million to RMB 500 million of its A-shares for cancellation. Medium importance is estimated as the buyback supports share price stability, scheduled.
Weichai Power announced its Q1 2026 results on 2026-04-29, reporting a revenue of CNY 62.56 billion (+8.9% YoY) and a net profit of CNY 3.09 billion (+13.8% YoY). The 13.8% profit growth justifies a Medium importance estimate (≥5% impact).
The company is scheduled to release its Q1 2026 results on 2026-04-29; the reported 30.15% YoY net profit growth is estimated to have a medium market impact, scheduled.
Announced reallocation of A-share proceeds on 2026-04-29, reducing investment in hydraulic projects by RMB 1 billion and increasing investment in high-end engine projects by RMB 500 million. This internal capital shift justifies a Low importance estimate (≥1% impact).
The company is scheduled to dispose of 100% equity in five biomass power generation project companies on 2026-04-29 for RMB 426.91 million; this non-core divestment is estimated to have a low market impact, scheduled.
Announced on April 28, 2026, the decision to cancel 400,000 treasury shares (approx. KRW 40 billion) to enhance shareholder value; high importance due to significant capital reduction.
South Korea's Fair Trade Commission extension of antitrust restrictions on the DSME acquisition for three years until May 2, 2029; Medium importance estimated as regulatory hurdles typically cause >5% price impact, scheduled.
Signed a contract with Polish defense company Bumar-Łabędy for the local production and maintenance of the K2PL tank on April 28, 2026. A price impact of ≥5% is estimated due to the strategic expansion in the European defense market.
Preliminary Q1 2026 earnings release with KRW 441.1 billion operating profit (70.6% YoY increase), significantly exceeding market expectations; High importance estimated due to the substantial earnings surprise likely causing >10% price impact, expected.
Announced termination of a KRW 93.99 billion contract with Anma Offshore Wind Power, equivalent to 72.15% of 2024 revenue, due to project suspension by the client. The effective termination date was 2026-04-24.
HD Hyundai Heavy Industries announced a 160 billion KRW contract for two feeder container ships on 2026-04-27; a price impact of ≥5% is expected due to steady order momentum.
Signed a Memorandum of Understanding (MOU) with U.S. company Bell Textron on April 27, 2026, to jointly develop a next-generation high-speed medium utility helicopter; a low impact (≥1%) is estimated as MOUs represent preliminary cooperation.
Announced on April 27, 2026, that subsidiary AVIC Airborne Systems reported a 78.5% YoY increase in Q1 2026 net profit to RMB 180 million. Estimated price impact ≥1% due to strong subsidiary performance. Expected.
Released unaudited Q1 2026 results for the period ending March 31, 2026. Revenue increased 12.45% YoY to CNY 5.10 billion, while net income rose 1.91% YoY to CNY 643 million.
The company is expected to finalize a contract on 2026-04-26 to supply switchgear equipment for a data center in Finland; this contract win is estimated to have a low market impact, expected.
Announced Q1 2026 preliminary consolidated earnings, with operating profit of KRW 51.4 billion, a 130.3% increase year-over-year, and revenue of KRW 345.2 billion, an 8.5% increase. The results significantly beat market expectations.
Announced Q1 2026 results on 2026-04-24 with revenue of RMB 15.485 billion (+63.48% YoY) and net profit of RMB 907 million (+59.65% YoY). High importance is estimated due to significant year-over-year growth, expected.
Announced Q1 2026 earnings on April 24, 2026, with sales of KRW 1.46 trillion (+23.9% YoY) and operating profit of KRW 224.2 billion (+10.5% YoY). A price impact of ≥5% is estimated due to the record-high quarterly performance.