PRE-MARKET AUSTRALIAN, JAPANESE AND SOUTH KOREAN STOCKS NEWS: Earnings deluge in Australia including Dexus, Downer EDI, Fortescue, Goodman Group, Northern Star Resources, Resolute Mining, Super Retail Group, SK Hynix plans KRW 40tln buyback
AUSTRALIA
Australian Finance Group (AFG AT) - Co. FY (AUD) net rose 39% Y/Y to 49mln, EBITDA rose 32% Y/Y to 74.4mln, residential lending settlements rose 18% Y/Y to 75bln. (Motley Fool)
Brambles (BXB AT) - Co. FY (USD) net 954.0mln (prev. 896.0mln Y/Y), rev. 7.04bln (prev. 6.67bln Y/Y), dividend 0.2315/shr (prev. 0.2083/shr), expects FY27 sales revenue growth of 2-4% and underlying profit growth of 2-6%. (Dow Jones Newsplus)
Cleanaway Waste Management (CWY AT) - Co. FY (AUD) net fell 38% Y/Y to 98.2mln, rev. rose 14% Y/Y to 4.37bln. (Dow Jones Newsplus)
Corporate Travel Management (CTD AT) - Co. reached an agreement with the UK Home Office to finalise repayment of tens of millions of pounds related to overcharges for accommodation, as it seeks to avoid removal from the ASX. (AFR)
Dexus (DXS AT) - Co. FY (AUD) net 482.2mln, funds from operations fell 1.2% Y/Y to 669.3mln, adjusted funds from operations 483.9mln, unchanged Y/Y, expects FY27 distribution in line with FY26. (Dow Jones Newsplus)
Downer EDI (DOW AT) - Co. FY (AUD) net rose 58% Y/Y to 216.5mln, underlying EBITA rose 6.1% Y/Y to 502.9mln, rev. and other income fell 7.5% Y/Y to 9.74bln, final dividend 0.163/shr. (Dow Jones Newsplus)
Emeco Holdings (EHL AT) - Co. FY (AUD) net rose 2% Y/Y to 76.7mln, rev. rose 1% Y/Y to 792.8mln, no final dividend, Co. to buy back up to 10% of shares on issue. (Dow Jones Newsplus)
Fortescue (FMG AT) - Co. FY (USD) net fell 15% Y/Y to 2.87bln, underlying profit rose 3% Y/Y to 3.47bln, rev. rose 9% Y/Y to 16.97bln, final dividend AUD 0.46/shr, significant items 598mln. (Dow Jones Newsplus)
Goodman Group (GMG AT) - Co. FY (AUD) net rose 67% Y/Y to 2.78bln, operating profit rose 16% Y/Y to 2.67bln, rev. rose 11% Y/Y to 2.56bln, targets 9% growth in operating EPS in FY27; work in progress was 19.7bln across 50 projects, with data centres accounting for 78% of development WIP. (Dow Jones Newsplus)
IDP Education (IEL AT) - Co. FY (AUD) net 12.3mln (prev. 49.7mln Y/Y), rev. 795.4mln (prev. 891.4mln Y/Y), dividend 0.06/shr (prev. 0.05/shr). (Dow Jones Newsplus)
IPH (IPH AT) - Co. FY (AUD) net rose 17% Y/Y to 80.4mln, rev. rose 0.6% Y/Y to 710.4mln, final dividend 0.195/shr. (Dow Jones Newsplus)
Medibank Private (MPL AT) - Co. FY (AUD) net 638.7mln (prev. 500.8mln Y/Y), underlying net 636.8mln (prev. 618.7mln Y/Y), rev. 9.115bln (prev. 8.35bln Y/Y), health insurance revenue 8.65bln (prev. 8.01bln Y/Y), dividend 0.109/shr (prev. 0.102/shr). (Dow Jones Newsplus)
Megaport (MP1 AT) - Co. FY (AUD) net loss 39mln (prev. loss 292k Y/Y), EBITDA 77.1mln (prev. 62.3mln Y/Y), rev. 312.2mln (prev. 227.1mln Y/Y), no dividend declared. (Dow Jones Newsplus)
Northern Star Resources (NST AT) - Co. FY (AUD) net rose 24% Y/Y to 1.66bln, cash earnings rose 1% Y/Y to 2.91bln, rev. rose 19% Y/Y to 7.62bln, final dividend 0.30/shr, expects FY27 gold output of 1.50-1.65mln oz and all-in sustaining costs of AUD 3,050-3,450/oz. (Dow Jones Newsplus)
NRW Holdings (NWH AT) - Co. FY (AUD) net 153.3mln, rev. rose 31% Y/Y to 4.29bln, final dividend 0.145/shr. (Dow Jones Newsplus)
Resolute Mining (RSG AT) - Co. H1 (USD) net 128.2mln (prev. 58.8mln Y/Y), EBITDA rose 42% Y/Y to 323.9mln, rev. rose 31% Y/Y to 584.7mln, no interim dividend. (Dow Jones Newsplus)
Seres Group (601127 SH) - Co. H1 (CNY) swung to a net loss of 1.72bln (prev. net 2.94bln Y/Y), rev. 57.42bln (prev. 62.36bln Y/Y), with higher production costs from rising memory-chip prices weighing on results. (Dow Jones Newsplus)
Super Retail Group (SUL AT) - Co. FY (AUD) net 205.9mln (prev. 221.8mln Y/Y), normalised net fell 2.8% Y/Y to 226mln, rev. 4.20bln (prev. 4.07bln Y/Y), dividend 0.33/shr, FY27 sales rose 3.5% and like-for-like sales rose 1.5% in the first seven weeks. (Dow Jones Newsplus)
Telix Pharmaceuticals (TLX AT) - Co. H1 (USD) net 38.3mln (prev. loss 4.8mln Y/Y), rev. rose 22.2% Y/Y to 477mln. (Newswires)
Vicinity Centres (VCX AT) - Co. FY (AUD) net rose 39% Y/Y to 1.39bln, funds from operations rose 3.9% Y/Y to 700.1mln, rev. rose 2.9% Y/Y to 1.36bln. (Dow Jones Newsplus)
Zip (ZIP AT) - Co. FY (AUD) net 116.4mln (prev. 79.9mln Y/Y), rev. 1.34bln (prev. 1.07bln Y/Y), total income 89.05mln (prev. 66.0mln Y/Y), no dividend declared, Co. announced a 50mln share buyback for FY27. (Dow Jones Newsplus)
JAPAN
Canon (7751 JP) - Co. will launch a JPY 22.6bln share buyback for up to 5.04mln common shares through the Tokyo Stock Exchange's ToSTNeT-3 off-auction trading system. (Newswires)
Daikin Industries (6367 JP) - Co. has increased production efficiency for air-conditioner control boards in India, lifting area productivity by 60%. (Nikkei)
Hitachi (6501 JP) - Co. expects to book an extraordinary gain of JPY 179.9bln in FY27 from the sale of shares in Hitachi Construction Machinery. (Newswires)
ITOCHU (8001 JP) - Co. plans to enter the data centre business. (Nikkei)
Mitsubishi UFJ Financial Group (8306 JP) - Co. is expanding lifestyle-related perks for retail customers, alongside Mizuho and SMFG, as Japan's megabanks compete for deposits. (Nikkei)
Mizuho Financial Group (8411 JP) - Co. is expanding lifestyle-related perks for retail customers, alongside MUFG and SMFG, as Japan's megabanks compete for deposits. (Nikkei)
Namura Shipbuilding (7014 JP) - Co. plans to build a dry dock for large-vessel construction at Imari Bay in Saga Prefecture by 2035, in what would be Japan's first large shipbuilding dock since 2017. (Nikkei)
Nitto Denko (6988 JP) - Co. plans to invest JPY 28bln to increase production of HDD materials. (Nikkei)
Sumitomo Mitsui Financial Group (8316 JP) - Co. is expanding lifestyle-related perks for retail customers, alongside Mizuho and MUFG, as Japan's megabanks compete for deposits. (Nikkei)
Tokyo Electric Power Company Holdings (9501 JP) - Co. is struggling in its electricity retail business after losing a series of corporate contracts, including a major contract with the Tokyo Metropolitan Government, which is also a shareholder. (Nikkei)
Toyota Motor (7203 JP) - Co. is working with US startup Joby Aviation to commercialise electric air taxis as it pursues its long-standing ambition to enter aviation. (Nikkei)
SOUTH KOREA
Hyundai Motor (005380 KS) - Co. plans to invest USD 6bln in the "Saemangeum AI Valley" as it seeks to expand into robotics and physical AI beyond its core automotive business. (Nikkei)
POSCO Holdings (005490 KS) - Co. will collaborate with Chinese cathode-materials producer Ningbo Ronbay New Energy on lithium supply and spent-battery recycling. (Yonhap)
Samsung Electronics (005930 KS) - Co. has reportedly raised prices for advanced contract chipmaking services by 10-15% for new orders and plans to expand its Pyeongtaek facility to three floors, which is expected to increase production capacity by at least 50%. (Newswires/Donga)
SK Hynix (000660 KS) - Co. plans to buy back KRW 40tln of treasury shares. (Newswires)
Pre-market roundups of this kind are a fixture of the APAC session: Australian full-year results season clusters dozens of prints into a single morning, and the index-level read is usually dominated by the heavyweights rather than the breadth of beats and misses. Here the tape splits into distinct cases. The miners and gold producers carry the commodity transmission: Fortescue's result is a direct function of the iron ore price received and freight conditions, while Northern Star and Resolute prints track the realised gold price against all-in sustaining costs, with cost guidance the line that has historically moved the sector more than headline profit. Goodman is the structural data centre story, and the share of development work in progress tied to data centres is the metric the peer set has traded on through the AI infrastructure cycle. The single largest item is the SK Hynix treasury share buyback, a very large figure relative to any prior Korean capital return programme, and buybacks of that scale from a memory leader have tended to be read as a signal of boardroom confidence in the upcycle and of cash generation durability, with the distinction worth drawing between cancellation of treasury shares and mere repurchase, since only the former tightens the share count permanently. Japanese corporate news is of the steady capital recycling variety: buybacks, asset sales and capacity investment. The follow-ons are the opening auction skew in the ASX 200 and KOSPI, whether the Hynix announcement pulls the broader Korean semiconductor complex with it, and any broker revisions to the Australian miners on cost and dividend lines.