Sentiment Summary
Recent Events
Ex-dividend date for the proposed final dividend of USD 0.041446 per share for the year ended December 31, 2025, scheduled for 2026-06-30. Dividend distributions typically result in a price impact of 1-5%.
Record date (2026-06-05) for the final dividend of RMB 0.14 per share for the year ended December 31, 2025, scheduled. The H-share register will be closed from June 3 to June 5, 2026, and the dividend is scheduled to be paid on July 28, 2026. Low impact estimated as dividend yield is typically stable and already priced in.
Issuance of up to KRW 600 billion in subordinated capital securities in June 2026 is scheduled. Capital base strengthening and debt refinancing justify a low neutral impact estimate scheduled.
Q1 2026 earnings release, with medium importance estimated due to expected volatility in semiconductor equipment stocks, is scheduled.
Q1 2026 earnings release on May 15, 2026, is scheduled. Analysts forecast a potential year-over-year decline in net profit based on April 2026 estimates, justifying a medium negative impact scheduled.
Final dividend of HKD 1.08 per share for the year ended December 31, 2025, with an ex-dividend date of May 15, 2026, and a payment date of June 1, 2026. This is estimated to have a low price impact of approximately 1.2% based on the dividend yield, scheduled.
A US patent board invalidated a key patent of competitor Halozyme on May 14, 2026, reducing legal risks for Alteogen's partner Merck and leading to a significant stock price increase.
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 Fire & Marine Insurance announced its Q1 2026 earnings on 2026-05-14, reporting a net profit of KRW 634.7 billion, a 4.4% increase year-over-year.
Announced the signing of a KRW 743.9 billion contract with an Oceania-based company on May 14, 2026, to build two LNG carriers.
Announced a contract worth KRW 743.9 billion on May 14, 2026, to build two LNG carriers. A price impact of ≥1% is estimated as it strengthens the order backlog, scheduled.
The ex-dividend date for the 2025 final cash dividend of RMB 1.20 per share for H-shares on 2026-05-14. The payment date is scheduled for June 12, 2026.
On 2026-05-13, a CATL affiliate announced an agreement to acquire a 38.1% stake in VNET Group for $942 million, which is estimated to have a price impact of ≥10% expected.
Announced the signing of a KRW 748.5 billion contract with a North American company on May 13, 2026, to build two LNG carriers.
On 2026-05-13, it was reported that police started an investigation into allegations of Kakao Pay providing customer credit information to Alipay; Medium importance estimated as legal risks and potential fines are expected to cause a >5% price impact.
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 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.
The company's application for a publicly offered infrastructure Real Estate Investment Trust (REIT) was formally accepted by the China Securities Regulatory Commission and the Shanghai Stock Exchange on May 12, 2026. This spin-off of coal-fired power assets is pending further regulatory approvals. This major asset restructuring is estimated to have a market impact of ≥10% due to the significant valuation of the assets, scheduled.
Ex-dividend date on 2026-05-12 for a quarterly cash dividend of KRW 1,300 per common share. The dividend was announced on 2026-04-28, with a record date of 2026-05-13 and a payment date of 2026-05-27.
Kakao Pay held a 'Pay Talk' event on 2026-05-12, announcing its strategy to become a 'Top 4' offline payment provider by 2027; Low importance estimated as the strategy announcement is expected to have a >1% price impact.