Sentiment Summary
Recent Events
Corporate spin-off confirmed, but the originally claimed June 29, 2026 trading-suspension schedule was superseded. Hanwha's split into surviving Hanwha Corp and new Hanwha Machinery & Service Holdings remains planned, with the revised split/effective date moved to August 1, 2026 and relisting/new listing moved to August 25, 2026.
Q2 2026 earnings release scheduled for 2026-07-24. Analysts forecast revenue of approximately 16.8 trillion KRW. The actual results will be a key indicator of performance amid slowing EV demand. Importance is Medium as earnings typically drive 5-10% price movement scheduled.
An extraordinary general meeting to vote on the proposed appointment of Mr. Yin Wenkai as an executive director on June 16, 2026; 1% impact estimated as a routine board change scheduled.
Final dividend of HK$0.55 per share for fiscal year 2025, ex-dividend date is June 11, 2026, scheduled.
The ex-dividend date for the proposed final dividend of HK$0.36 per share for the year ended December 31, 2025, which is estimated to have a price impact of at least 1%, is June 11, 2026, scheduled.
Q1 2026 dividend ex-date. The company declared a dividend of KRW 600 per share. The payment date is scheduled for June 11, 2026.
Lenovo Group is scheduled to announce its Q4 and full-year financial results for the fiscal year 2025/26 on May 21, 2026, expected. High importance is estimated as annual earnings reports often result in price impacts exceeding 10%.
Final dividend for the year ended Dec 31, 2025, of RMB 0.32539 per share (pre-tax) goes ex-dividend on May 20, 2026, with payment on June 30, 2026; 5% impact estimated due to dividend yield scheduled.
The South Korean government confirmed a support plan on May 19, 2026, for Hyundai's 9 trillion-won investment in Saemangeum for AI, robotics, and hydrogen; a 5% price impact is estimated due to the scale of government backing; expected.
On May 19, 2026, Lenovo announced new AI-centric products, including a palm-sized AI host P7 featuring a domestic chip, at a launch event in Beijing, expected. Medium importance is estimated as product launches typically impact prices by 5%.
On May 19, 2026, GS Holdings disclosed that it had increased its stake in Hansol Chemical to 8.9% through additional share purchases; this minor investment is expected to result in a >1% price impact scheduled.
Annual General Meeting scheduled for May 19, 2026. All resolutions, including the 2025 financial results and final dividend, are expected to be approved. Low importance justified by the routine nature of the meeting, likely resulting in a >=1% price impact expected.
Hana Financial Group's strategic investment of KRW 1 trillion for a 6.55% stake in Dunamu on 2026-05-15 is estimated to have a high price impact due to the significant market entry, scheduled.
LG Electronics is scheduled to issue KRW 250 billion in corporate bonds on May 15, 2026, to refinance maturing debt, with a demand forecast set for May 19, 2026; low importance is estimated as the issuance is likely to result in a ≥1% price impact, scheduled.
The U.S. Department of Commerce finalized a 3.7% countervailing duty on POSCO's carbon and alloy steel plate products, effective from May 14, 2026.
Announced record-high Q1 2026 operating profit of KRW 3.78 trillion on May 13, 2026, but warned of deteriorating profitability from Q2 due to rising international energy prices.
GS Holdings announced its Q1 2026 consolidated earnings on May 13, 2026, reporting revenue of KRW 6.84 trillion and an operating profit of KRW 1.26 trillion, a 56.7% increase year-over-year; this strong performance is expected to drive a >5% price impact scheduled.