PRE-MARKET AUSTRALIAN, JAPANESE & SOUTH KOREAN STOCK NEWS: Earnings from Itochu, Nissan & HD Hyundai

Centuria Office REIT (COF AT) - Co. FY (AUD) net 55.2mln, funds from operations fell 4.9% Y/Y to 66.9mln, rev. rose 12% Y/Y to 172.4mln, FY27 funds from operations guidance 11.3 cents/unit and distribution guidance 9.0 cents/unit. (Dow Jones Newsplus)

Charter Hall Social Infrastructure REIT (CQE AT) - Co. FY (AUD) net rose 28% Y/Y to 90.5mln, operating earnings rose 13% Y/Y to 64.2mln, rev. rose 3.8% Y/Y to 122.9mln, net tangible assets 3.93/unit, occupancy 99.7%, weighted average rent review 3.8%, FY27 operating earnings guidance of at least 18.1 cents/unit and distribution guidance 18.0 cents/unit. (Dow Jones Newsplus)

Commonwealth Bank of Australia (CBA AT) - Co. changed its home-loan arrears methodologies, with no impact on provisioning, regulatory capital, loans more than 90 days in arrears or non-performing exposures. (Dow Jones Newsplus)

Credit Corp Group (CCP AT) - Co. FY (AUD) net rose 12% Y/Y to 105.5mln, rev. rose 7.4% Y/Y to 586mln, final dividend 45.5 cents/security. (Dow Jones Newsplus)

Qantas Airways (QAN AT) - Co. agreed with Japan Airlines on a revised Jetstar Japan shareholder structure under which Qantas will divest its 33.3% holding through a JPY 8.2bln share buyback, receive AUD 115mln and record a one-off gain, with the ownership transition expected by June 2027. (Dow Jones Newsplus)

Qantas Airways (QAN AT) - Co. is in early-stage talks with Accenture to outsource hundreds of back-office jobs to India as part of cost-saving measures. (The Australian)

Broker Ratings/Price Target

• Transurban Group (TCL AT) price target cut 1.3% to AUD 15.60/shr by Citi.

ANA Holdings (9202 JT) and Japan Airlines (9201 JT) - Japanese airlines reported record sales, but elevated fuel prices weighed on profits after both carriers increased fare surcharges from April due to the Iran war. (Nikkei)

Itochu (8001 JT) - Co. Q1 (JPY) net rose 3.5% Y/Y to 293.8bln, rev. rose 8.9% Y/Y to 3.876tln; intends to acquire a 50% stake in TC Skyward Aviation U.S. from Tokyo Century for USD 1.9bln and announced a share buyback of up to 190mln shares, representing 2.72% of shares, for up to JPY 300bln. (Newswires)

Nissan Motor (7201 JT) - Co. Q1 (JPY) net 3.76bln (prev. loss 115.76bln Y/Y), rev. 2.96tln (prev. 2.71tln Y/Y), maintained FY26 guidance. (Newswires)

Orix (8591 JT) - Co. will acquire UK aircraft-parts company AerFin for USD 640mln to strengthen its aircraft-leasing business amid rising travel demand. (Nikkei)

Seven & I Holdings (3382 JT) - Co. partnered with Ibotta to introduce performance-based promotions across convenience retail. (Dow Jones Newsplus)

Subaru (7270 JT) - Co. July US sales rose 0.8% Y/Y to 54,454 vehicles. (Dow Jones Newsplus)

Suzuki Motor (7269 JT) - Co. plans to begin exporting electric minicars to Europe as early as 2027. (Nikkei)

Japan may have spent USD 32bln during Friday’s yen intervention. (Newswires)

Hanwha Aerospace (012450 KS) - Co. agreed to terminate contracts worth KRW 454.8bln with Vertical Aerospace. (Yonhap)

HD Hyundai (267250 KS) - Co. Q2 (KRW) net rose 550.2% Y/Y to 3.17tln, operating income rose 262.2% Y/Y to 4.12tln, rev. rose 30.2% Y/Y to 22.4tln. (Yonhap)

Hyundai Motor (005380 KS) - Co. July global vehicle sales fell 5.1% Y/Y to 318,454 units amid production disruptions from partial strikes and weaker demand. (Yonhap)