Sentiment Summary
Recent Events
A final dividend of HKD 0.771 per share for the year ended Dec 31, 2025 has been proposed, with an ex-dividend date of June 10, 2026 and payment on July 27, 2026; a low impact (>1%) consistent with yield expectations is scheduled.
Ex-dividend date for the 2025 final dividend of RMB 2.2 per 10 shares on June 3, 2026. Payment is scheduled for June 26, 2026, scheduled.
The ex-dividend date for the 3.6 HK cents final dividend is 2026-06-02; Low importance as typical dividend impact is minimal scheduled.
Annual General Meeting for 2026-05-29 scheduled.
Ex-dividend date (2026-05-22) for the 2025 final dividend of RMB 0.086 per share, scheduled to be paid around July 10, 2026. Low importance estimated as this is a routine dividend event.
1Q 2026 earnings release scheduled. Analysts forecast a significant year-over-year increase in operating profit to around KRW 50.8 billion, driven by strong transformer sales, forecasted.
1Q 2026 earnings release scheduled for May 18, 2026. Analysts forecast a recovery in performance compared to the previous quarter, which is expected to have a medium impact on the stock price.
Q1 2026 earnings release scheduled. Analyst forecasts from April 2026 project revenue between KRW 278.6 billion and KRW 351.6 billion, and operating profit between KRW 8.4 billion and KRW 39.0 billion 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.
KEPCO is scheduled to announce its Q1 2026 earnings results on 2026-05-08; Medium importance estimated based on historical earnings impact, scheduled.
CS Wind Corp is scheduled to release its Q1 2026 earnings on May 7, 2026, as forecasted by financial data providers; high impact expected due to sector volatility; forecasted.
SK eternix has set a record date of May 7, 2026, to determine the shareholders entitled to vote at the first provisional shareholders' meeting of 2026. Low impact is estimated as record dates for administrative meetings typically result in minimal price volatility, scheduled.
Announced a KRW 50.27 billion contract with Bloom Energy to supply transformers for data centers in the US, equivalent to 10.02% of recent sales. The stock price rose over 20% on the news.
Released provisional Q1 2026 earnings, with operating profit of KRW 55.6 billion, a 48% increase year-over-year.
Announced Q1 2026 results on 2026-04-30: Revenue of KRW 6.555 trillion and an operating loss of KRW 207.8 billion. This marked the second consecutive quarterly loss, which was wider than market expectations; a price impact of ≥10% is estimated due to the significant earnings miss, expected.
Announced a new supply agreement with BMW on 2026-04-30 for 46-series cylindrical batteries. The contract is estimated to be worth around KRW 10 trillion over 10 years; a price impact of ≥5% is estimated given the scale of the deal, scheduled.
The company submitted an application on April 30, 2026, to list an infrastructure REIT on the Shenzhen Stock Exchange to raise approximately RMB 3.1 billion; a medium impact (>5%) from improved asset liquidity is scheduled.
Key unaudited Q1 2026 financial figures for subsidiary China Resources Power Investment will be disclosed on April 30, 2026; a low impact (>1%) from these partial results is expected.
Taihan Cable & Solution announced record results for Q1 2026, with revenue of KRW 1.0834 trillion and an operating profit of KRW 60.4 billion, a 122.9% increase year-over-year. The stock price rose over 11% on the news.
Doosan Fuel Cell announced its Q1 2026 earnings on 2026-04-29, reporting a 45.2% YoY increase in revenue to KRW 144.8 billion and a reduced operating loss of KRW 1.3 billion. The stock price increased by over 11% following the announcement.
Signed a KRW 60.8 billion contract with Ansan Green Power on 2026-04-29 to supply fuel cell systems. The contract value represents 13.37% of recent annual sales, justifying high importance.
Signed a KRW 49.1 billion long-term maintenance agreement (LTSA) with Ansan Green Power on 2026-04-29 for fuel cell systems. The contract value represents 10.8% of recent annual sales, justifying high importance.
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.
Announced that Cangnan Nuclear Power Plant Unit 1 is ready for commercial operation as of 2026-04-29, increasing the company's managed operational units to 30. Medium importance estimated as this is a significant capacity expansion.
Announced Q1 2026 preliminary consolidated earnings, with revenue of KRW 159.9 billion (+87.6% YoY) and an operating profit of KRW 29.0 billion, swinging to a profit from a loss of KRW 3.0 billion in the previous year. The stock price rose over 6% on the following day.
China Longyuan Power reported its Q1 2026 earnings on 2026-04-29, with net income decreasing to CNY 1,700 million from CNY 1,983.22 million in the prior year period. Sales also declined to CNY 7,867.53 million from CNY 8,163.58 million. A price impact of ≥5% is estimated due to the earnings contraction.
Announced that a controlling shareholder, Jiangxi Ruide, released a pledge on 25 million shares on April 28, 2026. Neutral impact is expected as pledge releases are common administrative events.
The company completed the issuance of RMB 1.8 billion in ultra short-term debentures on 2026-04-29 with a 148-day term and a 1.35% coupon rate. The proceeds are intended for working capital and debt repayment. A price impact of ≥1% is estimated for this financing activity.
Q1 2026 earnings release on 2026-04-28 with a 9.9% year-over-year decrease in net profit to RMB 1.79 billion and a 9.4% decrease in operating income to RMB 30.47 billion scheduled; ≥10% price impact expected due to significant decline in profitability.
Seojin System's announcement of a contract with Ace Engineering to supply ESS equipment worth KRW 120.6 billion, equivalent to 11.31% of recent annual sales, which justifies a high price impact estimate, scheduled.
Announced Q1 2026 earnings on April 28, 2026, with revenue of KRW 1.0365 trillion (+2.1% YoY) and operating profit of KRW 258.3 billion (+18.4% YoY). High importance is assigned due to the significant profit growth likely resulting in a >=10% price impact.
Reported Q1 2026 earnings with net profit of CNY 193 million (up 20.1% YoY) and revenue of CNY 2.036 billion (up 16.1% YoY). High price impact is expected due to significant earnings growth.
Shenzhen Stock Exchange's listing committee approved the proposed A-share offering of the company's subsidiary, China Resources New Energy Holdings, on April 28, 2026; a high market impact (>10%) from this major IPO is expected.
On April 28, 2026, Samsung SDI announced its Q1 2026 financial results, reporting a 12.6% YoY revenue increase to KRW 3.58 trillion and a significantly narrowed operating loss of KRW 155.6 billion. The company returned to net profitability, and the stock price increased by over 6% following the announcement.
Reported Q1 2026 results on 2026-04-28 with net profit of RMB 2.74B, a 9.3% decrease year-over-year. Medium importance estimated due to the notable profit contraction exceeding 5%.
Announcement of Q1 2026 results on 2026-04-28, with net profit decreasing 9.83% to RMB 4.48 billion and revenue falling 5.89%; a price impact of at least 5% is expected.
Announced Q1 2026 results on April 28, 2026, with net profit attributable to shareholders rising 29.26% year-over-year to RMB 2.89 billion, mainly due to lower fuel costs.
Announced a Q1 2026 cash dividend of KRW 1,300 per common share on April 28, 2026. The record date is May 13, 2026, and the payment date is May 27, 2026. Low importance reflects an estimated 1-5% price impact.
The company is set to decide on extending a debt guarantee of 29.66 billion KRW for its subsidiary, LS Cable & System U.S.A., Inc., on April 27, 2026, for the period from May 8, 2026, to May 7, 2027. A price impact of approximately 1% is estimated as this represents routine financial support, scheduled.
Annual dividend of 1,651 KRW per share for the 2025 fiscal year was paid on April 27, 2026.