PRE-MARKET AUSTRALIAN, JAPANESE AND SOUTH KOREAN STOCKS NEWS: Earnings from AGL Energy, Bravura, CBA, Seek & Suncorp, Hyundai Motor union announced four days of partial strikes

AGL Energy (AGL AU) - Co. FY (AUD) net rose to 756mln (prev. 112mln Y/Y), underlying net fell 1.7% Y/Y to 631mln, rev. fell 5.2% Y/Y to 13.59bln. (Dow Jones Newsplus)

Bravura Solutions (BVS AU) - Co. FY (AUD) net rose 49% Y/Y to 110.9mln, underlying net rose more than 100% Y/Y to 63.1mln, rev. fell 9.7% Y/Y to 282.6mln, while continuing operations rev. rose 10% Y/Y. (Dow Jones Newsplus)

Commonwealth Bank (CBA AU) - Co. FY (AUD) cash profit rose 7% Y/Y to 10.87bln (exp. 10.85bln), pre-provision profit 16.47bln (prev. 14.96bln Y/Y), rev. rose 6.6% Y/Y to 30.15bln, dividend 2.70/shr (prev. 2.60/shr); Co. said home lending activity has softened from a high base and home loan application volumes appear to have stabilised in recent weeks, while the chief warned economic growth is slowing. (Dow Jones Newsplus/AFR/Newswires)

Dexus Industria REIT (DXI AU) - Co. FY (AUD) net fell 12% Y/Y to 74.4mln, funds from operations fell 3.7% Y/Y to 55.7mln, rev. fell 7.8% Y/Y to 65.6mln. (Dow Jones Newsplus)

Premier Investments (PMV AU) - Co. FY (AUD) Premier Retail rev. fell 2% Y/Y to 795.5mln, underlying EBIT guidance around 176mln (prev. guidance around 183mln). (Dow Jones Newsplus)

Premier Investments (PMV AU) - Co. said Premier Retail continues to make strong progress against its strategic initiatives. (Dow Jones Newsplus)

Seek (SEK AU) - Co. FY (AUD) net loss 371.3mln (prev. net 245.2mln Y/Y), continuing operations loss 306.5mln (prev. profit 238.3mln Y/Y), adjusted profit 199.1mln (prev. 155.2mln Y/Y), rev. 1.20bln (prev. 1.09bln Y/Y). (Dow Jones Newsplus)

Suncorp Group (SUN AU) - Co. FY (AUD) net fell 44% Y/Y to 1.03bln, rev. fell 4% Y/Y to 16.77bln, final dividend 0.52/shr, special dividend 0.10/shr, Co. to launch a 250mln share buyback during FY27. (Dow Jones Newsplus)

Mitsubishi Electric (6503 JT) - Co. is preparing to increase large-satellite production as Japan targets six to eight rocket launches annually following the successful H3 launch. (Nikkei)

Sony Group (6758 JT) - Co. and TSMC (2330 TT) plan to invest USD 6.3bln in an advanced image-sensor plant in Kumamoto, targeting mass production from 2029 through a new joint venture. (Nikkei)

Toyota Motor (7203 JT) - Co. is recalling around 655,000 Camry vehicles globally over a display fault that may disable safety indicators during startup, including more than 508,000 model-year 2025-2026 Camry Hybrids in the US. (Newswires)

Hyundai Motor (005380 KS) - Co.’s labour union will stage four days of partial strikes this week after wage negotiations with management failed to reach an agreement. (Yonhap)

Tech - South Korean sovereign wealth fund is to join the global race for AI and robotics. (Newswires)

Geopolitics - North Korea fired at least one suspected ballistic missile, which fell outside Japan's Exclusive Economic Zone. (Newswires)

Bank of Korea Senior Deputy Gov. Yoo Sang-dai said the central bank is highly likely to deliver another rate hike in the near future unless external shocks or other factors emerge, as it seeks to bring inflation under control. (Yonhap)

This is the standard pre-market Asia wrap rather than a single catalyst, and items of this kind trade on their individual merits rather than as a common theme. The Australian reporting slate is the densest: CBA's cash profit landing roughly in line with consensus is the tell for the domestic rate-sensitive complex, where the pattern in past cycles has been that margin and home-lending commentary, not the headline number, drives the stock and sets the tone for the peer banks; the flagged softening in mortgage activity against a slowing growth warning fits the late-tightening-cycle template for bank results. The Japanese items are strategic rather than earnings events: the Sony/TSMC Kumamoto expansion extends the established pattern of allied-state semiconductor onshoring, where capex announcements of this scale have historically been treated as long-dated positives for the equipment and materials supply chain rather than immediate earnings drivers. Hyundai's partial strikes follow a familiar Korean wage-round sequence in which short stoppages have tended to resolve with modest production loss absorbed into guidance, unless negotiations harden into full walkouts. The North Korean missile launch, falling outside Japan's EEZ, sits in the class of provocations that in prior episodes have produced only fleeting haven flows into the yen and JGBs, fading within the session absent escalation. The Bank of Korea remarks lean against any immediate easing expectations for the won and Korean front end.