PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: OUE Ltd (OUE SP) H1 (SGD) loss 114.6mln (prev. net 35.6mln Y/Y), rev. 308.3mln (prev. 292.8mln Y/Y)

ASE Technology (3711 TT) - Co. will subscribe to 809.7mln newly issued shares in unit Siliconware Precision Industries for TWD 16.2bln, with the shares priced at TWD 20 each. (Newswires)

Fubon Financial (2881 TT) - Co. booked a consolidated after-tax loss attributable to owners of TWD 1.76bln in July, while seven-month after-tax profit was TWD 95.58bln. (Newswires)

Wistron (3231 TT) - Co.'s subsidiary Wiwynn Smart Manufacturing approved the acquisition of business-use equipment from Panasonic Industrial Devices Sales for TWD 1.07bln. (Newswires)

Tech – Nasdaq 100 was choppy on Friday but marginally rebounded to start the new trading week.

Other News

Taiwan’s parliament approved the government's 2026 budget after a record delay, including spending on a key drone programme aimed at strengthening the island's defences. (Newswires)

Taiwan’s DGBAS raised its 2026 GDP growth forecast to 11.05%, a 39-year high, from its previous estimate by 1.41ppts, citing robust global demand for AI applications. (Newswires)

Hotel Properties Limited (HPL SP) - Co. H1 (SGD) net loss 39.1mln (prev. net 11.4mln Y/Y). (Business Times)

OUE Ltd. (OUE SP) - Co. H1 (SGD) loss 114.6mln (prev. net 35.6mln Y/Y), rev. 308.3mln (prev. 292.8mln Y/Y). (Dow Jones Newsplus)

Pre-market Asian wraps of this kind are collections of discrete items rather than a single signal, and the historical read is that the company-level prints matter only against the local reporting backdrop. The swing to loss at OUE alongside higher revenue fits a pattern seen before in Singapore-listed property names, where fair-value movements on investment property and financing costs, rather than operating performance, drive the bottom line; the tells are in the statement detail on revaluations and interest expense rather than the headline number. On the Taiwan side, the upward GDP revision attributed to AI demand reinforces the established transmission channel, where strength in the AI hardware chain feeds through to export orders, foundry and OSAT utilisation, and then the local equity benchmark's heavyweight tech constituents. The ASE share subscription in its packaging unit follows the familiar consolidation playbook in Taiwanese semiconductors, where parents tighten control of subsidiaries ahead of capacity upcycles. Intra-group equipment purchases such as the Wistron-Wiwynn deal are read as capacity expansion confirmation within the AI server buildout. The follow-ons are the detailed filings behind the Singapore results and whether the GDP revision feeds through to further earnings upgrades in the AI-linked peer set.