Sentiment Summary
Recent Events
Ex-dividend date (2026-07-08) for the proposed final dividend of HK$0.18 per share for the year ended December 31, 2025. Record date is 2026-07-09 and payment date is 2026-07-17. Estimated price impact is 1-5% due to dividend yield, scheduled.
Ex-dividend date (2026-06-11) for the proposed final dividend of HK$1.11 per share and special final dividend of HK$0.40 per share for the year ended December 31, 2025. Low importance is justified as dividend events typically have a <5% 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.
Q1 2026 earnings release is scheduled.
Q1 2026 earnings release scheduled for 2026-05-14. Low impact estimated as the market typically awaits the actual results; scheduled.
1Q 2026 earnings release on 2026-05-13. Impact is estimated as neutral as this is a forward-looking event, scheduled
Q1 2026 earnings release is scheduled; earnings reports typically result in price movements exceeding 5%.
DB HiTek is scheduled to release its Q1 2026 earnings on or around May 7, 2026. Analysts forecast a potential decline in operating profit compared to the previous quarter due to one-time expenses, but expect fundamentals to remain solid with high factory utilization rates of over 98% forecasted. The neutral outlook and medium importance are estimated based on the balance of short-term costs and steady demand, making the impact expected.
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.
Samsung Electro-Mechanics is scheduled to announce its Q1 2026 financial results on April 30, 2026. Analysts forecast strong performance driven by high demand for AI-related components, with expected revenue of approximately 3.09 trillion KRW and operating profit of 270 billion KRW, which would be a significant year-over-year increase. scheduled
First quarter 2026 earnings results are scheduled to be released; high importance reflects potential for significant price movement, scheduled.
SMIC is scheduled to release its Q1 2026 earnings report on 2026-04-30; medium impact estimated as quarterly results typically influence short-term price trends 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.
Q1 2026 earnings release scheduled for 2026-04-29. The company announced it will hold a board meeting to approve and publish its consolidated financial results for the three months ended March 31, 2026. High importance estimated due to potential market volatility from quarterly results, scheduled.
Q1 2026 earnings release scheduled for April 29, 2026. Analysts forecast a strong operating profit of around 43.5 billion KRW, continuing the growth trend driven by the FC-BGA and advanced package substrate business; a positive market reaction is expected.
Announced on 2026-04-22, the cancellation of 444,368 treasury shares on 2026-04-29. Impact is estimated as positive due to reduced share supply, scheduled
Announced Q1 2026 preliminary consolidated results, reporting an operating loss of 7.03 billion KRW, a switch to loss from a 33.9 billion KRW profit YoY. Revenue decreased by 54.6% to 54.88 billion KRW.
Announced a large-scale investment of KRW 190.9 billion (approx. 27.1% of total assets) to acquire new semiconductor test equipment on April 28, 2026. High impact expected due to the significant scale of investment relative to assets, scheduled.
Announced the resumption of construction for its second plant in Pyeongtaek with an investment of KRW 230.3 billion on April 28, 2026. High impact expected as it secures future production capacity, scheduled.
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.
Reported Q1 2026 results, swinging to a net loss of RMB 60.5 million from a profit a year earlier; operating income fell 10.41% year-on-year to RMB 365.5 million. The swing to loss is expected to have a high price impact.
On April 28, 2026, the company announced Q1 2026 preliminary earnings with revenue of KRW 95.4 billion (+21.7% YoY) and operating profit of KRW 28.6 billion (+21.6% YoY), exceeding market expectations; Medium importance is estimated due to the significant earnings beat.
On April 28, 2026, the company is scheduled to hold its '2026 Win-Win Cooperation Day', announcing plans to open its patents to suppliers to enhance mutual technological competitiveness and strengthen their partnership ecosystem. scheduled
Morgan Stanley upgraded its rating on Hua Hong Semiconductor from 'Underweight' to 'Equalweight'.
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.
Announced Q1 2026 preliminary consolidated earnings with revenue of KRW 43.1 billion (+35.1% YoY) and operating profit of KRW 7.7 billion (+107.2% YoY), beating market expectations.
Korea Exchange designated the stock as an 'Investment Warning' item effective April 27, 2026, due to a rapid increase in its stock price. This is a regulatory measure to alert investors to potential volatility.
Founder and CEO Lee Chae-yoon announced a plan on April 24, 2026, to sell 7 million shares (a 9.18% stake) worth approximately KRW 863.1 billion via a block deal between May 26 and June 24, 2026, resulting in a ~14% price decline.
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
Announced record Q1 2026 preliminary earnings, with revenue of KRW 72.7B (+42.3% YoY) and operating profit of KRW 9.9B (+209% YoY), significantly exceeding market consensus. The stock price surged nearly 30% the following day.
A cash dividend of 800 KRW per common share for the fiscal year 2025 was paid out on April 23, 2026.
The Korea Exchange designated the stock as an 'Investment Warning' item on April 23, 2026, due to a recent rapid increase in its share price. Low impact expected as it is a regulatory response to existing price action, scheduled.
The U.S. House Foreign Affairs Committee approved the MATCH Act on 2026-04-22, which aims to tighten export controls and could designate SMIC as a facility subject to Entity List-like restrictions; high impact estimated due to potential loss of key technology access.
Horizon Robotics announced the launch of its 'Xingkong' (Star) series, described as China's first integrated chip for both in-cabin functions and autonomous driving, along with the 'KaKaClaw' operating system on April 22, 2026. This major product line expansion is estimated to have a >5% price impact, scheduled.
Announced Q1 2026 results on 2026-04-22 with revenue of HK$3.97 billion (+32% YoY) and net profit of HK$254 million (+203.5% YoY). Bookings reached a four-year high, and strong Q2 revenue guidance was issued. The stock price rose over 2% on the news.