Sentiment Summary
Recent Events
The company will hold an online investor briefing on May 20, 2026, to discuss its first-quarter 2026 financial and operating results, scheduled. This event is estimated to have a price impact of at least 1%.
Q1 2026 earnings release scheduled for May 18, 2026, where analysts forecast operating profit of 25.7 billion KRW (+77% YoY); high importance is estimated based on the significant growth projection.
Next earnings release, with historical volatility suggesting a >5% price impact, is scheduled.
Q1 2026 earnings results and conference call on May 15, 2026, with a 1-5% price impact estimated as quarterly results typically drive moderate volatility, scheduled.
First quarter 2026 earnings release scheduled; high impact expected due to typical post-earnings price volatility.
Next earnings report for Q1 2026 is scheduled
Q1 2026 earnings release on May 14, 2026, is scheduled. Market reaction will depend on results versus expectations for the semiconductor equipment sector; estimated as Medium importance scheduled.
Q1 2026 earnings release on May 14, 2026, for which a medium impact is estimated due to the historical volatility associated with quarterly financial results, scheduled.
Q1 2026 earnings release scheduled. Analysts forecast a significant performance increase in 2026, driven by the operation of the US plant supplying Samsung's Taylor factory, with Q2 expected to be a turning point expected.
Ex-dividend date on May 12, 2026, for a final dividend of HK$0.34 per share and a special dividend of HK$0.79 per share, related to the fiscal year 2025. The dividends were announced on March 3, 2026. High importance is justified by the significant special dividend payout.
A hearing by the Shanghai Stock Exchange M&A review committee on May 11, 2026, to review the company's acquisition of a 49% stake in SMIC North, with a 1-5% price impact estimated as regulatory approval is a key step, scheduled.
First quarter 2026 earnings release scheduled. As a key indicator of performance, this event is expected to have a significant market impact of approximately 5%.
Q1 2026 earnings results are scheduled to be released on May 7, 2026; this is expected to have a high price impact as the first performance update of the year scheduled.
Annual General Meeting scheduled. Low importance as AGMs typically have minimal immediate price impact.
DB HiTek announced on April 30, 2026, its plan to cancel 1.4% of its treasury shares (592,000 shares) within the year; this is expected to have a high price impact by reducing share supply scheduled.
DB HiTek announced a corporate value-up plan on April 30, 2026, including a 2 trillion KRW investment over 5 years and a 30% shareholder return rate; this is expected to have a high price impact due to significant capital commitment scheduled.
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 a 'Corporate Value-Up Plan' on Apr 30, 2026, detailing strategies for shareholder returns, long-term sales growth, and ESG commitments. A medium impact is estimated as such plans typically improve investor sentiment and valuation.
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.
US Department of Commerce ordered equipment suppliers to halt shipments to Hua Hong's facilities on April 29, 2026; high impact estimated due to significant regulatory risk.
Announced Q1 2026 earnings with revenue of KRW 346.3 billion (+60.8% YoY) and operating profit of KRW 51.3 billion, a significant turnaround to profit from a loss in the previous year, beating market expectations; high impact estimated due to the significant profit turnaround.
GigaDevice reported its Q1 2026 earnings on April 29, 2026, with revenue of CNY 4.19 billion (+119.38% YoY) and net profit of CNY 1.46 billion (+522.79% YoY), expected. This substantial growth is estimated to have a price impact of over 10%.
Designated as an 'Investment Warning' stock by the exchange on April 29, 2026, which led to a 9.3% stock price drop the following day.
Announced Q1 2026 results on 2026-04-29: revenue increased 16.23% YoY to approx. RMB 1.032 billion, and net profit attributable to shareholders increased 8.91% YoY to approx. RMB 148 million. Medium importance estimated due to solid financial growth.
Q1 2026 earnings release scheduled. Medium importance as quarterly earnings are key drivers of stock volatility.
1Q 2026 consolidated results with revenue of KRW 54.9 billion (-54.6% YoY) and an operating loss of KRW 7.0 billion, a switch to loss from a KRW 33.9 billion profit in 1Q 2025. High importance is estimated as the significant revenue decline and swing to loss are likely to result in a price impact of 10% or more, expected.
Q1 2026 preliminary earnings released, reporting revenue of 95.39B KRW (+21.7% YoY) and operating profit of 28.55B KRW (+21.6% YoY), beating market consensus.
Announced the acquisition of semiconductor test equipment (190.9B KRW) and resumption of Pyeongtaek Plant 2 construction (230.3B KRW) on April 28, 2026; estimated >10% impact due to investment scale.
Reported Q1 2026 results on 2026-04-28 with revenue of CNY 366 million, a 10.4% year-over-year decrease, and a net loss of CNY 60.51 million.
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.
Announced Q1 2026 preliminary consolidated earnings on April 27, 2026. Revenue increased 35.1% YoY to KRW 43.1 billion, and operating profit increased 107.2% YoY to KRW 7.7 billion. High importance is justified by the 107.2% operating profit growth, likely causing a price impact of 10% or more, expected.
Montage Technology reported strong Q1 2026 results on April 27, 2026, with revenue rising 19.5% YoY to RMB 1.46 billion and net profit attributable to shareholders jumping 61.3% YoY to RMB 847 million, driven by AI-related demand and new product sales.
The Korea Exchange issued a notice on April 27, 2026, warning that the stock could be designated as a "short-term overheating" issue following its rapid price increase.
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.
CEO Kwak Dong-shin is scheduled to acquire approximately 3 billion KRW worth of company shares on April 27, 2026, signaling confidence in the company's growth. Estimated price impact >=1% due to positive insider sentiment scheduled.