Sentiment Summary
Recent Events
Confirmed corporate spin-off of Hanwha Corp into a surviving Hanwha Corp and a new Hanwha Machinery & Service Holdings entity. The shareholder record date for allocation of spin-off shares is June 30, 2026, with trading suspension scheduled from June 29, 2026 to July 23, 2026.
Hanwha Corp confirmed a corporate spin-off that qualifies as a trading issue affecting its own shares. An official Korea Exchange filing states Hanwha shares were scheduled for trading suspension due to the spin-off, with the originally disclosed suspension period running from 2026-06-29 to 2026-07-23 and new shares scheduled to list on 2026-07-24. Subsequent reporting after KRX preliminary relisting approval said the new spin-off company was instead targeting establishment on 2026-08-01 and KOSPI listing on 2026-08-25, indicating the July 28 to August 20 schedule in the claim is not confirmed by the sources reviewed.
Final dividend of HK$0.55 per share for the 2025 fiscal year, with an ex-dividend date of June 11, 2026, and payment on July 10, 2026, is scheduled. The company has committed to a dividend payout ratio of at least 45% for 2025-2027.
Q4 and full-year results for the fiscal year ending March 31, 2026, are scheduled to be announced. A final dividend will also be considered. This is a future event, so importance is an estimate based on typical market reaction to annual earnings reports. scheduled
The ex-dividend date for the final dividend of RMB 0.0665 per share for the year ended December 31, 2025 is scheduled for 2026-05-21; a >=1% price impact is estimated based on the dividend yield, scheduled
KEPCO is scheduled to announce its Q1 2026 earnings results on 2026-05-08; Medium importance estimated based on historical earnings impact, scheduled.
1Q 2026 earnings release scheduled; analysts forecast a year-over-year decline in operating profit due to hacking-related expenses and marketing costs. A medium impact from the profit decline is forecasted.
Estimated medium impact as earnings reports for major holding companies typically have significant market influence; Q1 2026 earnings release on 2026-05-06 scheduled.
Ex-dividend date for the 2025 final dividend of RMB 0.15 per share. The dividend was approved at the AGM on April 29, 2026, and is scheduled for payment on June 30, 2026.
Announced Q1 2026 consolidated net profit of ₩211.4 billion, a 26.9% increase YoY. The Board also approved a ₩60 billion share buyback and cancellation for H1 2026, a 50% increase from the previous year.
Announced Q1 2026 consolidated results on April 30, 2026, with operating profit of KRW 707 billion, beating market expectations. Medium importance is estimated due to the significant earnings surprise; event is scheduled.
Announced a new mid-term shareholder return policy for 2026-2028 on April 30, 2026, targeting a payout ratio of 35-40% based on adjusted controlling net income. Low importance is estimated based on long-term stability; event is scheduled.
Announced a KRW 1.1 trillion investment for a 30% stake in a joint venture with Australia's Mineral Resources on April 30, 2026, securing lithium rights. Low importance is estimated based on strategic value; event is scheduled.
Announced a Q1 2026 cash dividend of ₩150 per share, a 25% increase from the same period last year. The decision was made at the Board of Directors meeting on April 30, 2026.
Tianneng Power announced unaudited Q1 2026 results for its main subsidiary, Tianneng Battery Group (688819.SH), showing a sharp 82.1% YoY drop in net profit to RMB 75.08 million; ≥10% price impact expected
Released Q1 2026 results, showing a narrowed net loss attributable to shareholders of CNY 177 million, compared to a CNY 517 million loss in Q1 2025, despite a 2.4% year-on-year revenue decline.
Hanwha Group entered South Korea's top 5 largest business conglomerates by fair trade asset size for the first time on April 29, 2026, driven by growth in its defense and energy businesses. Low importance is assigned as this reflects long-term growth rather than immediate price volatility.
Hankook Tire & Technology Q1 2026 earnings release (Sales KRW 2.705T, OP KRW 531.9B) scheduled. A medium impact (~5%) is estimated based on historical earnings volatility.
Reported Q1 2026 net profit of RMB 39.14 billion, a 7.1% year-over-year increase, and revenue of RMB 116.08 billion, an 8.6% increase. The positive results were driven by higher oil prices and a record net production of 205.1 million BOE.
LG Innotek announced its Q1 2026 earnings on April 27, 2026, with revenue of KRW 5.53 trillion (+11.1% YoY) and operating profit of KRW 295.3 billion (+136% YoY), significantly exceeding market expectations.
IBK announced on 2026-04-27 that it received final approval from the State Bank of Vietnam to establish a local subsidiary, with an October 2026 launch target; estimated low positive impact because it unlocks a long-delayed overseas growth platform.
Q1 2026 earnings release expected to report a 10.9% YoY decrease in revenue to RMB 34.19 billion and a 3.2% YoY decrease in net profit to RMB 3.84 billion; importance is low as the profit decline is minimal, scheduled.
Announced that its subsidiary, AVIC Jonhon Optronic Technology (002179.SZ), reported a 37.75% year-over-year decrease in net profit for the first quarter of 2026 on 2026-04-27; a >=1% price impact is estimated due to subsidiary performance, expected
Announced that its subsidiary, AVIC Airborne Systems (600372.SH), reported a 78.5% year-over-year increase in net profit for the first quarter of 2026 on 2026-04-27; a >=1% price impact is estimated due to subsidiary performance, expected
Q1 2026 earnings announcement: Record revenue of KRW 29.5 trillion (+5.3% YoY), but operating profit fell 26.7% to KRW 2.2 trillion due to US tariffs and increased incentives; High importance estimated due to significant profit contraction, expected.
Announced record Q1 2026 net profit of ₩1.21 trillion on 2026-04-24, a 7.3% YoY increase, exceeding market expectations; high importance justified by record performance expected.
Announced a share buyback and cancellation of ₩200 billion on 2026-04-24, part of the shareholder return policy for H1 2026; high importance justified by the scale of shareholder return expected.
Announced a KRW 500 billion share buyback and cancellation plan to enhance shareholder value. The buyback is scheduled to take place from April 27, 2026, to July 24, 2026. Estimated impact is ~5% due to the significant scale of the capital return, scheduled.
IBK reported Q1 2026 net profit of KRW 753.4 billion on 2026-04-24, down 7.5% year over year amid FX volatility, though core lending and securities gains were resilient.
Announced a Q1 2026 dividend of ₩1,145 per share on 2026-04-24, an 11.6% increase from the 2025 quarterly average; medium importance justified by significant dividend growth expected.
Woori Financial Group announced Q1 2026 net profit of KRW 603.8 billion, a 2.1% decrease year-over-year, which was below market expectations; a 5-10% price impact is estimated and expected.
Released Q1 2026 earnings, reporting a 5.5% YoY increase in revenue to KRW 15.56 trillion and a 3.3% YoY increase in operating profit to KRW 802.6 billion. Estimated impact is ~1% as results are moderate, expected.
Announced a Q1 2026 cash dividend of KRW 220 per share, a 10% increase year-over-year, with the record date on May 11, 2026; a 1-5% price impact is estimated and scheduled.
Announced a plan to strengthen its securities subsidiary through a KRW 1 trillion capital increase and additional share buybacks in H2 2026; a 1-5% price impact is estimated and scheduled.