Sentiment Summary
Recent Events
Final dividend for fiscal year 2025 of RMB 0.618 per share, with an ex-dividend date of June 30, 2026. Low importance reflects standard yield likely causing a 1-5% price impact; scheduled.
Final dividend of RMB 0.358 per share for the fiscal year 2025, with an ex-dividend date of June 11, 2026, scheduled. Low importance is justified by the >1% price impact expected from the dividend.
Ex-dividend date for the FY2025 final dividend of HK$1.4408 per share on May 28, 2026, with payment on June 12, 2026, and Low importance estimated due to typical price adjustment on the ex-date, scheduled.
Q1 2026 earnings release, with medium importance estimated due to expected volatility in semiconductor equipment stocks, is scheduled.
Isupetasys is scheduled to release its Q1 2026 earnings results on May 18, 2026. Analysts forecast strong performance due to robust demand for high-multilayer PCBs from the AI and data center industries. Market impact is estimated at Medium as earnings are a key driver for semiconductor-related stocks, expected.
Q1 2026 earnings release scheduled for 2026-05-18. Analysts forecast revenue of 100 billion KRW and operating profit of 25.7 billion KRW, driven by strong semiconductor equipment sales; a medium impact is expected as the forecast indicates significant growth, forecasted.
Q1 2026 earnings release scheduled. Low impact estimated as market expectations are currently stable.
Reported Q1 2026 results on May 14, 2026, with revenue of $660.9M (+22.2% YoY) and net profit attributable to shareholders of $20.9M (+458.1% YoY). Company guidance for Q2 2026 revenue between $690M-$700M forecasted. High importance due to significant profit growth likely driving >10% price impact.
Q1 2026 consolidated operating profit of KRW 8.28 trillion and net profit of KRW 8.37 trillion, an increase of 400% and 419% year-over-year respectively due to SK Hynix equity gains; high importance is estimated as this record-breaking performance is likely to result in a price impact of 10% or more, expected.
Samsung's largest union (NSEU) is preparing for a potential 18-day strike starting May 21, 2026. This labor dispute is estimated to have a >5% price impact due to production risks. scheduled
Samsung Heavy Industries announced a KRW 750.5 billion contract with an Oceania-based company for two LNG carriers on 2026-05-14; the 7% revenue impact suggests a moderate market reaction is expected.
Shareholders approved changing the company name to 'Hua Hong Grace Semiconductor Limited' on May 14, 2026. Low importance as name changes typically result in <1% price impact.
The stock traded ex-dividend on May 14, 2026, for a final dividend of HKD 1.32 per share related to the fiscal year 2025.
Ex-dividend date for the final dividend for the year ended December 31, 2025, on May 13, 2026 scheduled; the impact is estimated at approximately 1% as it is a standard dividend distribution.
Announced record-breaking Q1 2026 consolidated net profit of KRW 1.0019 trillion, the first time a Korean securities firm has surpassed KRW 1 trillion in quarterly net profit. Operating profit increased by 297% year-over-year to KRW 1.375 trillion.
Announced on May 12, 2026, a share repurchase program of up to USD 1.2 billion over the next 48 months, marking the company's first such plan.
Reported strong Q1 2026 results on May 12, 2026, with revenue of RMB 60.6 billion (+29% YoY) and net profit attributable to shareholders of RMB 880 million (+95.2% YoY), beating market expectations.
Release of Q1 2026 results on May 11, 2026, with revenue up 8.6% and net profit up 67.3% driven by AI products; the strong profit growth is estimated to drive a >10% price impact, expected.
On 2026-05-11, the company announced a placement of 138 million new shares at HK$21 per share, a 13.58% discount to the previous closing price, to raise approximately HK$2.88 billion. The stock price fell over 8% on the news.