PRE-MARKET AUSTRALIAN, JAPANESE & SOUTH KOREAN STOCKS NEWS: Earning including Evolution Mining, Iluka, Mirvac, Santos, Stockland and Whitehaven Coal

Breville Group (BRG AT) - Co. FY (AUD) net rose 1.7% Y/Y to 138.1mln, rev. rose 6.7% Y/Y to 1.81bln, dividend 0.19/shr. (Dow Jones Newswires)

BWP Trust (BWP AT) - Co. FY (AUD) net rose 54% Y/Y to 408.4mln, rev. rose 3.0% Y/Y to 209.3mln, forecasts FY27 distribution of 0.20/security, up 3%, and targets a distribution payout ratio of 90-110% of FFO; FY27 FFO is expected to benefit from like-for-like rental growth, leasing spreads, repurposing activities and acquisitions. (Dow Jones Newswires)

Evolution Mining (EVN AT) - Co. FY (AUD) net rose 59% Y/Y to 1.48bln, EBITDA rose 41% Y/Y to 3.05bln, rev. rose 28% Y/Y to 5.56bln, final dividend 0.21/shr, raised its dividend payout target to 60% of annual group cash flow from 50%. (Dow Jones Newswires)

Hansen Technologies (HSN AT) - Co. FY (AUD) net rose 10% Y/Y to 47.8mln, rev. fell 1.5% Y/Y to 386.5mln. (Dow Jones Newswires)

Iluka Resources (ILU AT) - Co. H1 (AUD) net loss 24mln (prev. net 92mln Y/Y), rev. fell 21% Y/Y to 455.9mln, interim dividend 0.03/shr. (Dow Jones Newswires)

Mirvac Group (MGR AT) - Co. FY (AUD) net 677mln, operating profit 508mln, rev. rose 13% Y/Y to 3.08bln, operating EPS 0.129, expects FY27 operating EPS of 0.132-0.134 and distribution of 0.099/security. (Dow Jones Newswires)

Santos (STO AT) - Co. H1 (AUD) underlying net fell 2.7% Y/Y to 397mln, EBITDAX fell 13.3% Y/Y to 1.56bln, rev. rose 1.6% Y/Y to 2.62bln. (Newswires)

Stockland (SGP AT) - Co. FY (AUD) net rose 20% Y/Y to 994mln, FFO rose 10% Y/Y to 892mln, rev. rose 15% Y/Y to 3.59bln. (Dow Jones Newswires)

Temple & Webster Group (TPW AT) - Co. FY (AUD) net 4.3mln (prev. 11.3mln Y/Y), EBITDA 21.9mln (prev. 18.8mln Y/Y), rev. 664.6mln (prev. 600.7mln Y/Y), did not declare a dividend; revenue since 1 July fell 13% Y/Y. (Dow Jones Newswires)

Whitehaven Coal (WHC AT) - Co. FY (AUD) net fell 41% Y/Y to 385mln, underlying EBITDA fell 8% Y/Y to 1.25bln, rev. fell 7% Y/Y to 5.40bln, underlying profit fell 29% Y/Y to 227mln, final dividend 0.06/shr. (Dow Jones Newswires)

• AUSTRAC makes hundreds of referrals amid a major mortgage fraud probe. (AFR)

ANA Holdings (9202 JT) - Co.’s All Nippon Airways signed an MoU with Riyadh Air to strengthen connectivity between Saudi Arabia, Japan and other destinations. (BNewswires)

Mitsubishi Logistics (9301 JT) - Co. plans to invest USD 40mln to build two distribution centres in the US as it expands its asset-turnover business overseas. (Nikkei)

Mitsubishi Motors (7211 JT) - Co. plans to launch the all-new ASX VR-e battery EV in Australia and New Zealand this year. (BNewswires)

Panasonic (6752 JT) - Co. entered into a share transfer agreement with Midas Atlantic Partners covering its manufacturing subsidiaries in Germany and Slovakia. (Newswires)

SoftBank Group (9984 JT) - Co. plans to issue around JPY 1tln, or USD 6.26bln, of retail corporate bonds in Japan, with proceeds expected to support further investment and acquisitions in physical AI. (Nikkei)

Hanwha Aerospace (012450 KS) - Co.’s US Army defence unit was selected to provide mobile artillery prototypes. (Newswires)

Hyundai Motor (005380 KS) - Co.’s labour union plans partial strikes throughout the week after wage negotiations with management failed to reach an agreement. (Yonhap)

LG Electronics (066570 KS) - Co. said it is accelerating its robotics collaboration with NVIDIA (NVDA). (Newswires)

LG Energy Solution (373220 KS) - Co. opened a USD 2bln battery hub in Michigan serving Toyota and Tesla, with the plant shifting towards energy-storage systems as EV growth slows. (Nikkei)

US President Trump is pushing for a meeting with North Korean leader Kim Jong Un as soon as this fall, according to US officials cited by WSJ. (WSJ)

US-South Korea joint military drills schedule is expected to be cut in half. (Newswires)

A standard pre-market Asia-Pacific wrap of full-year and interim prints, and in the Australian case the shape of the reporting season matters more than any single line: this batch is the familiar split between miners leveraged to the gold price, where cash flow and payout ratios have moved up in line with the metal, and thermal coal, where earnings have tracked the weaker commodity price lower. The distinction worth drawing is between genuine operating beats and revaluation-driven net lines at the property names, where reported profit typically swings with asset writedowns or uplifts rather than with funds from operations, so the distribution and FFO guidance is the tradeable number. On the corporate side, large retail bond issuance from a leveraged tech investor to fund further AI-related spending follows a pattern of the equity story being underwritten through the credit market, which widens the relevance to spreads rather than the stock alone. The follow-ons are the brokers' first responses on the resource names once the open settles, the credit market's reception of the bond programme, and the wage-strike cadence at the automaker, where partial stoppages of this kind have historically been negotiating posture until they extend. The diplomatic items are headline risk rather than flows at this stage.