Sentiment Summary
Recent Events
Ex-dividend date for the 2025 final cash dividend of RMB 0.0953 per share on 2026-07-03; low importance as market impact is typically minimal scheduled.
Ex-dividend date for the final dividend of RMB 0.618 per share for the year ended December 31, 2025, scheduled for 2026-06-30. Payment date is scheduled for August 20, 2026. This is estimated to have a medium impact (approx 5-7%) based on the dividend yield scheduled.
Q1 2026 JD Logistics Inc Earnings Release, with an estimated impact of ≥5% as earnings typically drive price movement, scheduled.
First quarter 2026 earnings release is scheduled for 2026-05-15. Quarterly results typically drive significant price movement for semiconductor stocks, so Medium importance is scheduled.
Annual General Meeting is scheduled for 2026-05-14 to approve 2025 results and the proposed company name change. AGM approvals are usually procedural, so Low importance is scheduled.
Final dividend for FY2025 of HKD 1.32 per share, with ex-dividend date on May 14, 2026 and payment on June 26, 2026 scheduled; Low importance is estimated as standard dividend payouts typically result in a price impact of 1-5%.
Ex-dividend date on May 12, 2026, for dividends payable on May 29, 2026; Low importance estimated as dividend impact is usually minor, scheduled
Annual General Meeting to approve 2025 financial results, the final dividend, and re-elect directors on May 8, 2026 scheduled; Low importance is estimated as routine administrative approvals generally result in minimal price impact.
Applied Optoelectronics is scheduled to report its Q1 2026 financial results; 5% price impact estimated based on historical earnings volatility scheduled.
Medium importance is estimated as earnings releases typically drive price movements of 5% or more. Coherent Corp. is scheduled to release its third-quarter fiscal 2026 financial results scheduled. Analysts forecast an EPS of around $1.33-$1.40 forecasted.
Analysts estimate Microchip Technology will report its Q4 and full fiscal year 2026 financial results on May 6, 2026. This event is assigned Medium importance as earnings typically drive price changes of 5% or more, estimated.
First quarter 2026 financial results and conference call on 2026-05-06, with Medium importance estimated as earnings reports for high-growth tech companies often lead to significant price volatility, scheduled.
GlobalFoundries is scheduled to release its Q1 2026 financial results before the market opens on May 5, 2026, with a conference call at 8:30 a.m. ET; medium importance is estimated as earnings reports often drive >5% price volatility, scheduled.
The ex-dividend date for the proposed final dividend of RMB 0.0625 per share for the year 2025 is May 4, 2026, with payment scheduled for June 26, 2026. This is estimated to have a low impact of approximately 1% due to the dividend adjustment scheduled.
First quarter 2026 earnings release is scheduled for 2026-04-30. Analysts forecast a potential 47.9% year-over-year decrease in net profit. This is estimated to have a high impact (>10%) due to the significant projected earnings decline forecasted.
Monolithic Power Systems is expected to announce its Q1 2026 earnings results on or around April 30, 2026. Analysts forecast EPS to be between $4.46 and $4.89. This event is scheduled.
A shareholders' meeting is scheduled for April 29, 2026, to vote on a special resolution granting the board a general mandate to repurchase H shares. This is estimated to have a low impact of approximately 1% as it signals potential share support scheduled.
Q1 2026 earnings release on April 28, 2026, with analysts forecasting EPS around $2.03-$2.04 scheduled.
First quarter 2026 earnings release scheduled for April 23, 2026.
First quarter 2026 earnings results and investor call for April 22, 2026; Medium importance estimated due to typical earnings volatility, expected
Controlling shareholder China Post Group's completion of its A-share share increase plan on 2026-04-09, having purchased 103 million shares; high importance due to strong signaling of shareholder confidence expected.
Announced advancements in its silicon carbide (SiC) epitaxy capabilities, enabling power devices up to 10kV for AI datacenter and industrial power applications.