PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Fast Retailing (9983 JT) Q1 (JPY) net 147.5bln (prev. 131.9bln Y/Y), rev. 1.03tln (prev. 895bln Y/Y), sees FY net rising 4% Y/Y to 450bln (exp. 445.4bln) and FY rev. rising 12% Y/Y to 3.8tln

Fast Retailing's solid Q1 results demonstrate meaningful growth, with net profit and revenue exceeding previous year figures significantly and also surpassing expectations for FY guidance.

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Japanese Foreign Exchange Reserves (Dec) 1369.8B (Prev. 1359.4B)

US President Trump posts that data shows the US has the lowest trade deficit since 2009, and is going even lower, adds GDP is predicted to come in at over 5%, and success of the country is due to tariffs

PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Fast Retailing (9983 JT) Q1 (JPY) net 147.5bln (prev. 131.9bln Y/Y), rev. 1.03tln (prev. 895bln Y/Y), sees FY net rising 4% Y/Y to 450bln (exp. 445.4bln) and FY rev. rising 12% Y/Y to 3.8tln

Japanese Household Spending MoM (Nov) M/M 6.2% vs. Exp. 2.7% (Prev. -3.5%)

Japanese Household Spending YoY (Nov) Y/Y 2.9% vs. Exp. -0.9% (Prev. -3.0%)

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JAPAN

Fast Retailing (9983 JT) - Co. Q1 (JPY) net 147.5bln (prev. 131.9bln Y/Y), PBT 226.7bln (prev. 196.6bln Y/Y), rev. 1.03tln (prev. 895bln Y/Y), Co. sees FY net to rise 4% Y/Y to 450bln (exp. 445.4bln) and FY rev. to rise 12% Y/Y to 3.8tln. (Newswires/Nikkei)

ispace (9348 JT) - Co. is to collaborate with Saudi Arabia in an effort to win future lunar orders. (Nikkei)

Panasonic (6752 JT) - Co. is to position data centre infrastructure as its next growth engine and plans to shift part of production lines for EV batteries to power storage systems that help ensure stable data centre operations. (Nikkei)

Tokyo Electron (8035 JT) - Co. reportedly gears up for AI-driven 'supercycle' in memory demand. (Nikkei)

Toyota (7203 JT) - Co. topped Nissan (7201 JT) in quarterly EV sales in Japan during Q4 2025 for the first time. (Nikkei)

Yamato Holdings (9064 JT) - Co. opened a massive logistics centre in India, which is its fifth logistics facility in the country. (Nikkei)

Other News

Citigroup (C) plans significant investment and hiring in Japan. (Newswires)

SOUTH KOREA

Hyundai Motor (005380 KS) - Co. and affiliate Kia Corp (000270 KS) reportedly develop on-device robot AI chip with DEEPX for Korea robots. (ChosunBiz)

NH Investment & Securities (005940 KS) - Co. opens NH Finance PLUS Sejong WM Centre. (ChosunBiz)

Construction - South Korean construction firms secured USD 47.3bln in overseas orders during 2025, which was the largest in 11 years. (ChosunBiz)

Other News

Korea Exchange data showed corporate share buybacks or cancellations more than doubled over the past two years since the introduction of the South Korean government's corporate value-up initiative. (Yonhap)

Context

This indicates robust consumer demand and a positive outlook for the retail sector in Japan, which may support confidence in broader Japanese equities today.

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