Sentiment Summary
Recent Events
Ex-dividend date (2026-07-03) for the final dividend of CNY 0.0953 per share for the fiscal year 2025, scheduled to be paid on August 19, 2026.
Ex-dividend date for the 2025 final cash dividend of RMB 0.1684 per 10 shares is scheduled for July 2, 2026. Payment is scheduled for August 14, 2026. Low price impact expected as dividend is consistent with policy scheduled
Ex-dividend date for Bank of China H-shares on July 2, 2026; estimated 1% price impact due to dividend adjustment scheduled.
Annual General Meeting scheduled for June 25, 2026 to approve the 2025 final dividend and other resolutions. Estimated 1% price impact as a routine corporate event scheduled.
Q1 2026 earnings release on 2026-05-20. Analysts forecast a significant year-over-year profit increase, potentially exceeding KRW 690 billion, driven by a surge in stock market trading volume, scheduled.
Ex-dividend date for the 2025 final cash dividend of RMB 1.93 per 10 shares on 2026-05-18 scheduled; payment date 2026-07-06. Low impact estimated as the dividend yield is consistent with historical levels.
Cancellation of 14.26 million treasury shares (approx. 3.8% of total shares) on May 15, 2026, estimated Medium importance due to significant share count reduction; scheduled.
Q1 2026 earnings release on 2026-05-14 and analyst forecast of 16.7% YoY net profit increase including a special dividend from Samsung Electronics. Medium importance estimated due to significant profit growth expectations, scheduled.
First quarter 2026 earnings release on 2026-05-08 scheduled. Estimated impact is Medium as earnings typically drive significant volatility. Analysts forecast a year-over-year decline in net profit due to rising loss ratios forecasted.
Quarterly dividend of KRW 1,143 per share for shareholders of record on May 8, 2026, estimated Low importance based on typical dividend yield; scheduled.
KakaoBank is scheduled to announce its Q1 2026 earnings results on 2026-05-06. Analysts forecast a significant increase in net income to around 178-182 billion KRW, partly due to a one-time gain from its investment in Indonesia's Superbank, expected. A medium impact is estimated due to the significant profit growth.
Kakao Pay is scheduled to announce its Q1 2026 earnings results on May 6, 2026; analysts forecast a significant increase in operating profit, which is expected to have a Medium price impact scheduled.
First quarter 2026 earnings release on May 5, 2026, where the board will also consider the payment of a first interim dividend for 2026. Impact is estimated as neutral due to its nature as a routine scheduled event scheduled.
Ex-dividend date on 2026-05-04 for the 2025 final cash dividend of RMB 1.300 per ten shares for H-share holders, approved on April 23, 2026, with Low importance as a routine dividend scheduled.
2025 final dividend of RMB1.689 per 10 shares will trade ex-dividend on 2026-05-04, after shareholder approval on 2026-04-23; no market reaction has occurred yet, but the cash payout implies an estimated mechanical price adjustment of over 1% on the ex-date, so the event is scheduled.
Samsung Securities will announce its Q1 2026 earnings results on April 30, 2026, as per its IR schedule. Analysts forecast a market impact of ~5% depending on the actual results versus market expectations, scheduled.
Q1 2026 earnings release scheduled. A moderate impact on stock price is expected as investors await performance results, scheduled.
Record date for the Q1 2026 dividend of KRW 740 per share on April 30, 2026. The ex-dividend date was April 29, 2026.
Analysts forecast a record-breaking Q1 2026 operating profit, potentially exceeding KRW 1.3 trillion, driven by significant valuation gains from its investment in SpaceX; a high market impact is expected due to the record profit level, forecasted.
Samsung Fire & Marine Insurance was included in the Dow Jones Sustainability World Index (DJSI World) for the second consecutive year, announced on April 29, 2026. This inclusion is estimated to have a ~5% price impact due to increased ESG-driven institutional demand, expected.
Release of Q1 2026 results on 2026-04-29, with net profit rising 4.52% and income increasing 10.49%, with Medium importance due to double-digit revenue growth expected.
Reported Q1 2026 earnings on 2026-04-29 with net profit attributable to shareholders up 1.9% YoY to CNY 25.73 billion and operating income up 7.61% YoY to CNY 96.16 billion. Basic EPS was CNY 0.20, down from CNY 0.24 in Q1 2025.
Announced Q1 2026 results on April 29, 2026, with profit after tax rising 7% year-on-year to HK$12.49 billion and a first interim dividend of HK$0.29 per share. Estimated 5% price impact due to steady earnings growth expected.
Bank of China Q1 2026 earnings release on April 29, 2026, with net profit up 4.17% and operating income up 8.44%; estimated 5% price impact due to strong revenue growth scheduled.
First-quarter 2026 results released: operating income rose 8.45% year on year to RMB221.98 billion and net profit attributable to shareholders rose 3.31% to RMB86.94 billion on 2026-04-29, supporting a modestly positive earnings read-through.
2026 first-quarter results released on 2026-04-29: net profit attributable to shareholders fell 32.3% year on year to RMB19.5 billion and operating income fell 15.3%; with value of new business up 75.5%, no clear full market reaction was confirmed yet, so a modest 1-5% impact is estimated.
Announced Q1 2026 results: Net profit attributable to shareholders increased by 3.11% year-over-year to RMB 26.162 billion. Low price impact expected due to modest growth scheduled
Hong Kong Exchanges and Clearing Ltd announced record quarterly revenue and profit for Q1 2026 on 2026-04-29. Profit attributable to shareholders rose 27% year-over-year to HK$5.2 billion, and revenue increased 20% to HK$8.2 billion, surpassing analyst estimates. The results were driven by higher trading volumes and a strong IPO market. The stock price rose nearly 3% in response.
Released Q1 2026 earnings on April 29, 2026, with net profit attributable to shareholders at CNY 86.29 billion, a 3.53% year-over-year increase. Revenue grew 10.98% to CNY 206.42 billion.
China CITIC Bank Q1 2026 results release on 2026-04-29, with a net profit attributable to shareholders of CNY 20.098 billion (up 3.02%) and operating income of CNY 54.661 billion (up 5.57%) expected; low impact estimated due to modest growth.
Announced Q1 2026 results on April 28, 2026, with operating profit up 7.6% YoY to RMB 40.78 billion, but net profit down 7.4% YoY to RMB 25.02 billion. Life & Health new business value grew strongly by 20.8% YoY.
Q1 2026 net profit rose 1.52% YoY to CNY 37.85 billion, and operating income increased 3.81% YoY to CNY 86.94 billion. The results were slightly below some analyst expectations, leading to a negative stock price reaction.
Received strong demand of KRW 2.665 trillion in a demand forecast for its KRW 300 billion corporate bond issuance on April 28, 2026, indicating high market confidence. A minor positive impact is expected.
Released Q1 2026 results, reporting a net profit of CNY 10.04 billion, a 4.3% year-over-year increase, while operating revenue slightly decreased by 1.2% to CNY 92.55 billion.
CEO structure change from single to co-representative system reported on 2026-04-27. New leaders to be appointed in May. Low importance assigned as management changes usually result in <5% price impact expected.
On 2026-04-24, Woori Financial approved a comprehensive share exchange to make Tongyang Life a wholly owned subsidiary, using an exchange ratio of 1:0.2521056 and planning to issue 8,696,875 new shares; estimated as High because this confirmed corporate action changes existing holders' share counts and materially reshapes the non-bank portfolio while also bringing dilution.
The Board of Directors is scheduled to approve a KRW 200 billion share buyback and cancellation plan on 2026-04-24; a price impact of ≥5% is estimated due to significant shareholder return signaling, scheduled.
Analysts forecast Q1 2026 consolidated net profit to reach KRW 1.21 trillion, a 7.3% YoY increase; a price impact of ≥5% is estimated due to record-breaking performance, estimated.
1Q2026 earnings released on 2026-04-24: net profit fell to KRW 603.8 billion, missing market expectations, although the board also set a KRW 220 quarterly dividend; Medium/Negative based on the subsequent share-price drop of about 5% after the earnings miss.
Industrial Bank of Korea announced its Q1 2026 consolidated net profit of 753.4 billion KRW, a 7.5% decrease year-over-year, attributed to a high base effect and foreign exchange losses.
A Q1 2026 cash dividend of KRW 1,145 per share is scheduled to be declared on 2026-04-24; a price impact of ≥1% is estimated due to the dividend increase, scheduled.