PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Kanadevia (7004 JT) and Nippon Steel (5401 JT) unit Nippon Steel Engineering announced the start of talks toward a merger

The announcement of merger talks between Kanadevia and Nippon Steel Engineering signifies a significant strategic move, potentially consolidating over JPY 1 trillion in sales.

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South Korea Foreign Minister says South Korea is not intentionally delaying US investment

Japanese Foreign Exchange Reserves (Jan) 1.39T (Prev. 1.37T)

PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Kanadevia (7004 JT) and Nippon Steel (5401 JT) unit Nippon Steel Engineering announced the start of talks toward a merger

Japanese Household Spending YoY (Dec) Y/Y -2.6% vs. Exp. 0% (Prev. 2.9%, Low. -3.7%, High. 1.0%)

Japanese Household Spending MoM (Dec) M/M -2.9% vs. Exp. -1.3% (Prev. 6.2%, Low. -3.5%, High. 0.1%)

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JAPAN

Aisin (7259 JT) -  Co. will set up a Canadian joint venture with Toyota Tsusho (8015 JT) and Minth Group (425 HK) to manufacture aluminium components for electric vehicles. (Nikkei)

Kanadevia (7004 JT) - Co. and Nippon Steel (5401 JT) unit Nippon Steel Engineering announced the start of talks toward a merger that would create a company with over JPY 1tln in sales. (Nikkei)

Kirin Holdings (2503 JT) - Co. is to sell Four Roses bourbon brand to US winemaker E. & J. Gallo Winery for USD 640mln. (Nikkei)

MCJ Co (6670 JT) - Co. is to launch a USD 1.3bln management buyout with Bain. (Nikkei)

Nishi-Nippon Railroad Co (9031 JT) - Co. is to build homes in Manila suburbs. (Nikkei)

Other News

Japan's ruling parties could win over 60% of seats in the lower house election, according to a Nikkei poll. (Nikkei)

SOUTH KOREA

CJ Cheiljedang (097950 KS) - Co. is to cut sugar and flour prices to help curb inflation. (Yonhap)

KT&G Corp (033780 KS) - Co. Q4 (KRW) net fell 15.7% Y/Y to 274.2bln, oper. profit rose 17% Y/Y to 248.8bln, rev. rose 10.1% Y/Y to 1.71tln. (Yonhap)

Lotte Shopping (023530 KS) - Co. FY (KRW) consolidated operating profit rose 15.6% Y/Y to 547.0bln, consolidated sales fell 1.8% Y/Y to 13.7tln. (ChosunBiz)

Naver (035420 KS) - Co. Q4 (KRW) net fell 68% Y/Y to 164.6bln (exp. 563.7bln), rev. rose 10.7% Y/Y to 3.19tln. (Yonhap)

Other

White House Press Secretary said she does not have a timeline regarding South Korea tariffs. (Newswires)

Context

This merger could reshape competitive dynamics in the Japanese steel sector, impacting related equities and investor sentiment towards M&A activity in the region. Watch for reactions from peers and potential future consolidation trends in the industry.

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