Sentiment Summary
Recent Events
The ex-dividend date for the 2025 final cash dividend of RMB 0.953 per 10 shares is 2026-07-03. The payment is scheduled for August 19, 2026. Estimated price impact is ~1% due to standard ex-dividend price adjustment; scheduled.
Final cash dividend for 2025 of RMB 0.286 per share scheduled to be paid on 2026-06-24. The dividend was approved on April 28, 2026, with an ex-dividend date of May 18, 2026, and analysts estimate a price impact of over 1% scheduled.
Annual General Meeting on May 28, 2026, scheduled. Minimal market impact is expected from routine governance proceedings, justifying the Low importance.
The ex-dividend date for the final dividend of HK$1.4408 per share for FY2025 is May 28, 2026, scheduled; the dividend yield typically results in a ≥1% price impact, scheduled.
Isupetasys is scheduled to release its Q1 2026 earnings report on May 18, 2026. Analysts forecast revenue of KRW 323.3 billion and operating profit of KRW 66.8 billion, which would be a significant increase year-over-year, expected.
2026 Q1 earnings release, for which a price impact of >= 1% is expected as investors anticipate the results, is scheduled.
Ex-dividend date for the 2025 final dividend of HK$1.32 per share on May 14, 2026, scheduled; low importance estimated as price adjustment is typically proportional to the dividend.
A board meeting is scheduled for 2026-05-12 to approve the unaudited results for the first quarter of 2026, with an earnings call to follow scheduled; a low impact is estimated for this routine event.
First quarter 2026 earnings results are scheduled to be released; a price impact of ≥5% is estimated as earnings reports typically drive significant market movement scheduled.
Ex-dividend date for the proposed final dividend of RMB 0.0625 per share for the fiscal year 2025 on 2026-05-04, scheduled.
Samsung Heavy Industries is scheduled to release its Q1 2026 earnings results on April 30, 2026. Analysts forecast a significant increase in operating profit, potentially up by 176% year-over-year, due to a shift to higher-priced vessel construction; this growth is expected to drive a price impact of over 10% scheduled.
Q1 2026 new business summary release on April 30, 2026, scheduled; quarterly updates typically result in a ≥5% price impact, scheduled.
Samsung Electronics is scheduled to release its final Q1 2026 earnings results and hold a conference call on April 30, 2026; low importance is justified by the expected <5% impact as the market already reacted to preliminary results, scheduled.
First quarter 2026 earnings results are scheduled to be released on April 29, 2026; high impact expected due to historical volatility, scheduled.
1Q 2026 earnings release and conference call. The company announced the date for this presentation; a 5% price impact is estimated as earnings are key volatility drivers, scheduled.
First quarter 2026 earnings release on 2026-04-29. The board of directors will meet to approve the results for the three months ended March 31, 2026. Estimated price impact is ~5% based on historical earnings volatility; scheduled.
Low importance estimated for the Q1 2026 earnings release announcement on April 29, 2026, scheduled.
Q1 2026 net profit fell 55.4% year-over-year to 4.1 billion RMB, while revenue decreased by 11.8% to 150.2 billion RMB. This marks the steepest profit decline since 2020, attributed to intense domestic competition. A price impact of ≥10% is estimated due to the severe profit decline, expected.
The U.S. Commerce Department reportedly ordered U.S. chip equipment suppliers to halt shipments of certain equipment and materials to Hua Hong, aiming to curb China's advanced chip manufacturing capabilities. This action targets Hua Hong's subsidiary Huali Microelectronics. A price impact of ≥10% is estimated due to the severity of trade restrictions.
Samsung SDI announced Q1 2026 results on 2026-04-28, reporting revenue of KRW 3.58 trillion and an operating loss of KRW 155.6 billion. The operating loss narrowed by 64.2% year-over-year, significantly beating market expectations, and the company returned to net profitability with a net profit of KRW 56.1 billion.
Announced that total pension assets under management surpassed KRW 70 trillion as of April 20, 2026, a 61% increase year-over-year, driven by strong inflows and investment returns.
Morgan Stanley upgraded its rating on Hua Hong Semiconductor from 'Underweight' to 'Equalweight'.
Analysts forecast a record first-quarter 2026 operating profit of over KRW 1.3 trillion, driven by an estimated KRW 900 billion in valuation gains from its investment in SpaceX, which is reportedly targeting a June 2026 IPO, forecasted.
Chairman Dong-shin Kwak acquired KRW 3 billion worth of company shares, which was followed by a sharp increase in the stock price of over 26% on the day of the announcement.
Q1 2026 earnings release with revenue of KRW 68.3 billion (+115% YoY) and a record operating profit of KRW 23.6 billion (+237% YoY) driven by strong demand for AI semiconductor test sockets, with a projected price impact of over 10%, expected.
WuXi AppTec announced its Q1 2026 financial results on 2026-04-27, reporting a 28.8% year-over-year increase in revenue to CNY 12.44 billion and a 71.7% increase in adjusted non-IFRS net profit to CNY 4.60 billion, leading to a significant stock price increase.
Biocytogen Pharmaceuticals reported Q1 2026 results on 2026-04-27, showing a turnaround to net income of CNY 104.03 million and 73.68% revenue growth; Medium importance estimated due to strong growth and profitability shift.
Released Q1 2026 earnings on April 27, 2026. Revenue increased 17% year-over-year to KRW 807.1 billion, and operating profit grew 2% to KRW 34.3 billion. However, the company swung to a net loss of KRW 95.8 billion, missing market consensus, due to operating losses at its U.S. subsidiary Philly Shipyard and valuation losses on equity investments.
Released Q1 2026 results on April 27, 2026, reporting a 6.86% YoY decline in revenue to RMB 73.69 billion and a 15.22% YoY drop in net profit to RMB 4.65 billion, primarily due to headwinds in the North American market.
Released Q1 2026 earnings, reporting a net profit of RMB 907 million (59.65% YoY increase) and revenue of RMB 15.485 billion (63.48% YoY increase). The strong growth in wind turbine sales is estimated to cause a >=10% price impact expected.
Announced Q1 2026 results, with net profit attributable to shareholders of RMB 7.76 billion (96.65% YoY increase) and operating revenue of RMB 66.4 billion (44.34% YoY increase). Analysts estimate this significant growth will result in a price impact of over 10% expected.
JD Logistics' subsidiary, Deppon Logistics Co., Ltd., announced its 2025 full-year results on 2026-04-24, reporting a net loss of 519 million RMB; a medium impact is estimated due to the significant earnings downturn.
SK Hynix announced record Q1 2026 results on April 23, 2026, with revenue of KRW 52.6 trillion and operating profit of KRW 37.6 trillion. This represented a nearly five-fold year-over-year increase in operating profit, driven by strong demand and price hikes for AI memory products like HBM. This is estimated to result in a ≥10% price impact. expected
Received final investment approval from Vietnamese authorities on April 23, 2026, for a new artificial graphite anode plant in Thai Nguyen province, as part of a strategy to diversify the supply chain away from China.
The company presented its proprietary Floating Data Center (FDC) model at Data Center World 2026 and obtained conceptual design approvals from major classification societies, signaling a strategic move into the AI infrastructure market; the price impact of this new business entry is estimated.
Granting of 1.33 million share options and 1.63 million award shares to directors and employees on April 23, 2026, scheduled; low importance estimated due to minimal dilution.