Diversified Banks

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

TSMC

Conference Minutes

AMAT

ASML

01398

601398

IDCBY

Below is Dolphin Research's Trans of the Q4 2025 earnings call for $Taiwan Semiconductor(TSM.US). For our earnings analysis, please see 'TSMC: the real heavyweight in AI — who would say no?'.Key takeaways from the call are summarized below. We highlight capex plans and spending mix.a) Capex: for 2026, raised to $52-56bn (+$11-15bn YoY), vs prior street $48-50bn. Allocation: 70-80% for advanced nodes, ~10% for specialty technologies...

Applied Materials

Taiwan Semiconductor

ICBC

TSM (Trans): Capex to rise by tens of billions YoY, a decision made after talks with downstream customers.

ICBC Announces Cessation of Agency Personal Precious Metal Bidding Trading Business with SGEM on July 24, 2026

ICBC's Liu Jun: Will Deepen Tech Finance Services in Three Aspects to Serve Real Economy

ICBC Asia Signs Agreement to Become First Direct Participant of CBETS

ICBC completes issuance of 50 billion RMB 10-year tier 2 capital bond to supplement capital

ICBC's $300M Note and 2.8B RMB Green Bond Issuance Oversubscribed

ICBC completes issuance of RMB 20 billion perpetual capital bond with 1.89% coupon for first 5 years

ICBC Ningbo Branch Fined 3.8 Million RMB for Internal Control and Credit Violations

Former Vice President of ICBC Gansu Branch Lv Hongxiao Expelled from Party and Public Office

Shanghai Gold Exchange Absorbs ICBC as International Member

DBS Analyst Maintains Buy Rating for ICBC with Target Price of HKD 7.70

Industrial & Commercial Bank of China released FY2026 Q1 earnings on April 29 After-Market EST, actual revenue USD 22.09 B (forecast USD 31.19 B), actual EPS USD 0.6943

Industrial & Commercial Bank of China to Release FY2026 Q1 Earnings on April 29 After-Market EST, Forecast Revenue USD 31.61 B

ICBC Reports 2025 Annual Performance: Net Profit Grew 0.7%, Assets Exceeded 50 Trillion Yuan

Industrial & Commercial Bank of China UNSP ADR released FY2025 Q4 earnings on March 27 Pre-Market (EST), actual revenue USD 26.24 B (forecast USD 27.2 B), actual EPS USD 0.7815

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS released FY2025 earnings on March 27 Pre-Market EST, actual revenue USD 93.69 B (forecast USD 114.84 B), actual EPS USD 2.8032

ICBC reports annual net profit of 368.56 billion yuan

Industrial & Commercial Bank of China to Release FY2025 Earnings on March 26, Pre-Market EST; Forecasted Revenue USD 117.57 B

West Kowloon Cultural District Authority Reaches Financing Agreement with ICBC (Asia) and Plans to Issue Medium-Term Bonds

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS(IDCBY.US)