Sentiment Summary
Recent Events
Ex-dividend date for the final dividend of HKD 0.88 per share for the year 2025 is scheduled for 2026-07-09; medium importance is expected.
Ex-dividend date for final 2025 dividend of RMB 0.25 per share on June 18, 2026. The dividend was announced on March 29, 2026, and is scheduled to be paid on July 31, 2026. High importance estimated due to significant dividend yield scheduled.
Ex-dividend date on June 11, 2026, for the final dividend of CNY 0.60 per share for the fiscal year 2025, with payment scheduled for July 17, 2026. Low importance is estimated as the dividend is expected to cause a ≥1% price impact.
Ex-dividend date on 2026-06-03 for the proposed final dividend of HK$0.23 per share for the year ended December 31, 2025, estimated 1% impact from standard dividend price adjustment, scheduled.
Annual General Meeting to be held on 2026-05-21 to review reports and approve plans; routine meetings typically have a 1-5% price impact, scheduled
A board meeting is scheduled on May 18, 2026, to consider and declare the first interim dividend for 2026. Low importance estimated as routine board meetings typically result in <5% price impact, scheduled.
Ex-dividend date on May 18, 2026, for the final dividend of RMB 2.86 per 10 shares for the year ended December 31, 2025, with payment scheduled for June 24, 2026, scheduled.
Board meeting to approve first-quarter results for the three months ended March 31, 2026; Medium importance as quarterly results often lead to price movements of 5% or more, scheduled.
SK Square is scheduled to announce its Q1 2026 earnings results on May 14, 2026, expected. Earnings releases typically result in significant market volatility (estimated 5-10% impact).
Record date for Q1 2026 quarterly cash dividend of KRW 1,143 per share on 2026-05-08 (ex-dividend date May 7, 2026); low impact of >=1% estimated, scheduled.
Analysts forecast Q1 2026 net profit to potentially exceed KRW 1 trillion, largely due to valuation gains on its SpaceX investment ahead of an expected June IPO. High importance estimated due to significant profit growth from SpaceX valuation; official earnings release on May 7, 2026, scheduled.
First Quarter 2026 earnings release and consideration of first interim dividend scheduled. High importance estimated due to potential impact of quarterly results and dividend policy on investor sentiment.
Samsung Electronics Q1 2026 financial results announcement on 2026-04-30 with operating profit surging 756% to KRW 57.2 trillion; high impact estimated as this significantly beats market expectations, expected.
Announcement of Q1 2026 results with record revenue of KRW 3.21 trillion (+17% YoY) and operating profit of KRW 280.6 billion (+40% YoY), beating market expectations. The strong performance was driven by high demand for AI server and automotive components like FC-BGA and MLCC. The company also announced plans to more than double its 2026 capital expenditure to meet AI-related demand. High importance is estimated as the significant earnings beat and aggressive investment plans are likely to drive a price impact of 10% or more, expected.
Announced Q1 2026 consolidated net profit of KRW 477.4 billion, a 102.6% year-over-year increase, significantly exceeding market expectations.
Announced Q1 2026 consolidated net profit of ₩211.4 billion, a 26.9% increase YoY. The Board also approved a ₩60 billion share buyback and cancellation for H1 2026, a 50% increase from the previous year.
Announced a preliminary plan on April 30, 2026, to spin off its controlled subsidiary, Jiangxi JCC Copper Foil Technology Co., Ltd., for a separate listing on the Hong Kong Stock Exchange. Medium importance is estimated as the spin-off is expected to cause a ≥5% price impact.
On April 30, 2026, the Board of Directors approved an interim cash dividend of KRW 1,550 per share, totaling approximately KRW 204.3 billion.
Board of Directors approval of Q1 2026 dividend of KRW 372 per share on 2026-04-30, with total payout of KRW 2.45 trillion and payment on 2026-05-29; low impact estimated as this is a routine corporate action, scheduled.
Announced a Q1 2026 cash dividend of ₩150 per share, a 25% increase from the same period last year. The decision was made at the Board of Directors meeting on April 30, 2026.
Announced that its 51%-owned subsidiary, Jinan Truck, reported a 69.5% year-over-year increase in net profit and a 52.3% increase in revenue for the first quarter of 2026; high importance due to significant subsidiary growth.
On 2026-04-29, announced Q1 2026 results with revenue of CNY 3.695 billion (+27.7% YoY) and net profit of CNY 495 million (+226.4% YoY); the massive profit surge makes a >10% price impact expected.
Announced a KRW 319 billion contract with Bloom Energy on April 29, 2026, to supply power distribution solutions for a major tech company's hyperscale data center in New Mexico, USA. The contract value represents 6.42% of recent annual sales, which is estimated to have a medium price impact, scheduled.
Weichai Power announced its Q1 2026 earnings on 2026-04-29, reporting a revenue of RMB 62.56 billion (+8.9% YoY) and a net profit of RMB 3.09 billion (+13.8% YoY). Medium importance is assigned as the strong profit growth is estimated to result in a 5-10% price impact.
Q1 2026 earnings release on April 29, 2026. Revenue was RMB 736.38 billion (-2.2% YoY) and net profit was RMB 48.33 billion (+1.9% YoY). Medium importance estimated based on quarterly financial impact expected.
The company announced on 2026-04-29 that it will increase investment in its 'large-bore high-end engine construction project' by reallocating funds. Low importance is assigned as the reallocation is estimated to have a 1-5% price impact.
On April 28, 2026, Q1 2026 net profit attributable to shareholders rose 44.3% year-over-year to CNY 2.82 billion, with revenue increasing 25.4% to CNY 139.12 billion. High importance is estimated as this significant earnings growth likely caused a ≥10% price impact.
Analysts forecast record-high Q1 2026 net profit, potentially exceeding ₩822 billion, driven by strong brokerage performance and investment gains, with the official earnings release expected in mid-May forecasted.
Hankook Tire & Technology Q1 2026 earnings release (Sales KRW 2.705T, OP KRW 531.9B) scheduled. A medium impact (~5%) is estimated based on historical earnings volatility.
Goldman Sachs raised its 2026-2028 earnings forecasts by 3-4% and increased its target price for H-shares to $30 on April 28, 2026, maintaining a 'Buy' rating following strong Q1 results; a price impact of 1% or more is forecasted.
Released the first price list for its new residential project "Lime Spark" in Tsuen Wan on April 28, 2026, with strong initial market reception reported. This standard project launch is estimated to have a ~1% price impact, scheduled.
Announced Q1 2026 preliminary earnings on 2026-04-27, with revenue of KRW 68.3 billion (YoY +115%) and operating profit of KRW 23.6 billion (YoY +237%), beating market expectations due to strong demand for AI semiconductor test sockets. High importance is assigned as this significant earning surprise is estimated to cause a >10% price impact.
Released Q1 2026 results on April 27, 2026, with operating revenue up 26.9% YoY to RMB 7.303 billion and net profit attributable to shareholders soaring 206.7% YoY to RMB 2.173 billion; a price impact of 10% or more is estimated.
Disclosed on April 27, 2026, the acquisition of a 5% stake in Kolon Industries, with the stake crossing the 5% threshold on April 22, 2026.
Analysts at BNK Investment & Securities maintained a 'Hold' rating on April 27, 2026, citing concerns of a potential slowdown in the second half of the year estimated.