Sentiment Summary
Recent Events
Ex-dividend date on June 11, 2026, for the final dividend of CNY 0.60 per share for the fiscal year 2025, with payment scheduled for July 17, 2026. Low importance is estimated as the dividend is expected to cause a ≥1% price impact.
Annual cash dividend for H-shares with an ex-dividend date of June 1, 2026; Medium importance estimated based on typical dividend yield impact scheduled.
The 2026 annual and special meeting of shareholders is scheduled for May 28, 2026. Market impact is estimated at ≥1% due to voting on key corporate governance matters scheduled.
Ex-dividend date (2026-05-22) for the 2025 final dividend of RMB 0.086 per share, scheduled to be paid around July 10, 2026. Low importance estimated as this is a routine dividend event.
The 2025 Annual General Meeting is scheduled to be held on May 22, 2026; Low importance estimated as AGMs typically have minimal price impact scheduled.
Q1 2026 earnings release is expected. Analysts forecast an EPS of approximately $0.01-$0.02; a >1% price impact is estimated based on analyst projections forecasted.
Q1 2026 earnings results are scheduled to be released around this date. Earnings releases typically have significant market impact scheduled.
An Annual General Meeting is scheduled for May 19, 2026. Key agenda items include approving the 2025 final dividend of HK$1.65 per share and director changes, including the retirement of Vice-Chairwoman Ms. Zheng Shuliang. This routine meeting is expected to have a price impact of >=1% scheduled.
Ex-dividend date on May 18, 2026, for the final dividend of RMB 2.86 per 10 shares for the year ended December 31, 2025, with payment scheduled for June 24, 2026, scheduled.
Board meeting to approve first-quarter results for the three months ended March 31, 2026; Medium importance as quarterly results often lead to price movements of 5% or more, scheduled.
Q1 2026 earnings release is scheduled for May 14, 2026, with analysts forecasting an EPS of approximately -$0.05 to -$0.07 expected.
Southern Copper Corporation announced a quarterly cash dividend of $1.00 per share and a 0.0100-share stock dividend for each common share held, payable on May 29, 2026 to shareholders of record on May 13, 2026. This is a confirmed corporate action affecting SCCO's own share count for existing holders. Under NYSE's current T+1 ex-dividend framework, because no due-bill exception is indicated for this small stock dividend, the trading-impact ex-dividend date is May 13, 2026 rather than May 12, 2026.
Analysts forecast an earnings per share of -$0.06 for the Q1 2026 release on May 13, 2026. Market impact is estimated at ≥5% as earnings releases for this sector typically drive significant volatility forecasted.
First quarter 2026 earnings release is expected on or around May 13, 2026; a ≥5% price impact is expected.
Century Aluminum is scheduled to report its first quarter 2026 earnings after the market closes on May 7, 2026; high importance is estimated as earnings reports for this sector frequently result in price impacts exceeding 10%, scheduled.
MP Materials is scheduled to release its financial results for the first quarter of 2026 after the U.S. market closes on May 7, 2026, with a conference call to follow. This is a future event, so market impact is estimated as High due to the significance of earnings reports. scheduled
Albemarle is scheduled to release its Q1 2026 earnings results on May 6, 2026, with a conference call on May 7, 2026; analysts forecast earnings of $1.05 per share and revenue of $1.3183 billion; high importance estimated due to typical lithium sector volatility scheduled.
First quarter 2026 earnings results and conference call, for which high importance is estimated due to potential market volatility, is scheduled.
Centrus Energy is scheduled to release its first quarter 2026 earnings report on May 5, 2026; importance is based on an estimated price impact of ≥5% typical for earnings releases, scheduled
ATI reported Q1 2026 adjusted EPS of $1.00, beating estimates by over 13%, on sales of $1.15 billion. The company raised its full-year 2026 guidance for adjusted earnings and free cash flow. High importance is estimated due to the significant earnings beat and guidance raise likely resulting in ≥10% price impact.
Announced a preliminary plan on April 30, 2026, to spin off its controlled subsidiary, Jiangxi JCC Copper Foil Technology Co., Ltd., for a separate listing on the Hong Kong Stock Exchange. Medium importance is estimated as the spin-off is expected to cause a ≥5% price impact.
The company announced unaudited Q1 2026 financial results for its subsidiary, Shandong Hongqiao New Material, for the period ending March 31, 2026. Net profit surged by 30.3% year-on-year to RMB 8.27 billion, while operating income rose 3.4% to RMB 41.55 billion. This significant profit growth is expected to drive a price impact of >=10% scheduled.
Released Q1 2026 earnings on 2026-04-29, reporting a net profit of CNY 1.837 billion (turnaround) and 143.8% revenue growth; high importance due to expected >=10% price impact from significant financial recovery.
Announced that Cangnan Nuclear Power Plant Unit 1 is ready for commercial operation as of 2026-04-29, increasing the company's managed operational units to 30. Medium importance estimated as this is a significant capacity expansion.
Released Q1 2026 earnings on April 29, 2026, reporting EPS of $1.92, which beat analyst estimates. Revenue was $4.25 billion, a 36.2% year-over-year increase. Despite strong results, the stock traded down 1.83% following the announcement.
Released Q1 2026 results on April 28, 2026, reporting a 46.0% YoY increase in revenue and an 80.5% YoY increase in net profit.
On April 28, 2026, Q1 2026 net profit attributable to shareholders rose 44.3% year-over-year to CNY 2.82 billion, with revenue increasing 25.4% to CNY 139.12 billion. High importance is estimated as this significant earnings growth likely caused a ≥10% price impact.
Reported Q1 2026 results on 2026-04-28 with net profit of RMB 2.74B, a 9.3% decrease year-over-year. Medium importance estimated due to the notable profit contraction exceeding 5%.
On April 28, 2026, the company repurchased 11.276 million of its own shares for approximately HK$383 million. This buyback is expected to result in a price impact of >=1% scheduled.
Released Q1 2026 earnings on 2026-04-27, with net profit attributable to shareholders of RMB 1.876 billion, a 1699.12% year-over-year increase. Revenue was RMB 5.128 billion, up 98.44% YoY; high importance is justified by the exceptional triple-digit growth in both revenue and profit.