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StreetAccount Summary - Asian Market Preview: Nikkei Futures +0.04%, Hang Seng Futures +0.13%, ASX SPI 200 (0.06%), S&P Futures +0.39%

Jul 27 ,2025

  • Synopsis:

    • Asian markets set for positive start to Monday trade. Futures signaling mild opening gains in Japan and Hong Kong while ASX futures flat. S&P 500 futures gaining following US-EU trade deal announcement. Australian bonds weakening with curve steepening. FX markets steady with euro little changed following trade deal. Crude up slightly while gold flat and copper firming. Bitcoin unchanged following Friday pullback.

    • Trade deal momentum continues after President Trump on Sunday announcing US-EU agreement establishing 15% tariff on most EU exports, including autos. Agreement expands list of major US trading partners signing deals over past week, with attention now centering on US-China negotiations as Treasury Secretary Bessent and China Vice Premier He Lifeng meet in Stockholm on Monday. SCMP sources two sides expected to agree to another 90-day tariff deadline extension. China expected to raise fentanyl tariff while Beijing's purchases of Iranian and Russian crude, industrial overcapacity and market access also set to be discussed.

    • Busy week coming up, headline by central bank meetings (Fed, BOJ and BOC). Markets will get latest read on regional factory activity with Asia July PMIs due out. Trade talks with other Asian nations continue with South Korean officials expected in Washinton. US-India talks also making progress ahead of 1-Aug deadline. Japan political situation continues to make headlines with Japan PM Ishiba vowing to stay in office following speculation he was weighing stepping down. Big week on corporate front with four of US 'Mag 7' names set to report. Japan earnings season also in full swing. .

  • Pre-open Company News:

    • 6702.JP -- StreetAccount Consensus Metrics Preview - Fujitsu Q1 Earnings

    • 6981.JP -- StreetAccount Consensus Metrics Preview - Murata Manufacturing Q1 Earnings

    • 6752.JP -- StreetAccount Consensus Metrics Preview - Panasonic Q1 Earnings

    • 6971.JP -- StreetAccount Consensus Metrics Preview - Kyocera Q1 Earnings

    • 7201.JP -- StreetAccount Consensus Metrics Preview - Nissan Motor Q1 Earnings

    • 8035.JP -- StreetAccount Consensus Metrics Preview - Tokyo Electron Q1 Earnings

    • 2269.HK -- Wuxi Biologics (Cayman) upgraded to outperform from neutral at Macquarie

    • Macquarie upgrades 002821.CH, 6821.HK

    • Macquarie upgrades 2359.HK, 603259.CH

    • 042660.KS -- StreetAccount Consensus Metrics Preview - Hanwha Ocean Q2 Earnings

    • 538835.IN -- Intellect Design Arena downgraded to accumulate from buy at Dolat Capital Markets

    • 511218.IN -- Shriram Finance downgraded to hold from buy at B & K Securities

    • 526299.IN -- Mphasis upgraded to buy from hold at Jefferies

    • 533758.IN -- APL Apollo Tubes downgraded to add from buy at YES Securities

    • 055550.KS -- Shinhan Financial upgraded to buy from outperform at Daiwa

  • On Deck:

    • China:

      • Earnings:

        • WuXi AppTec (603259.CH)

    • Japan:

      • Earnings:

        • Nomura Research Institute (4307.JP), Shionogi & Co. (4507.JP), Nitto Denko (6988.JP), Hulic Co. (3003.JP), Macnica Holdings (3132.JP), Koei Tecmo Holdings (3635.JP), SAKURA Internet (3778.JP), Konishi (4956.JP), Daido Steel (5471.JP), Yokogawa Bridge Holdings (5911.JP), Topcon (7732.JP)

    • South Korea:

      • Earnings:

        • iM Financial Group (139130.KS), Hyundai Autoever (307950.KS), Doosan Robotics (454910.KS), PI Advanced Materials (178920.KS)

    • India:

      • Earnings:

        • JK Paper (532162.IN), IndusInd Bank (532187.IN), Ajanta Pharma (532331.IN), Adani Total Gas (542066.IN), NTPC Green Energy (544289.IN), Adani Green Energy (541450.IN), Mazagon Dock Shipbuilders (543237.IN), Archean Chemical Industries (543657.IN), Bharat Electronics (500049.IN), GAIL (India) (532155.IN), KEC International (532714.IN), RailTel Corp. of India (543265.IN), Laxmi Organic Industries (543277.IN), Chemplast Sanmar (543336.IN), Piramal Pharma (543635.IN), Five Star Business Finance (543663.IN), WAAREE Energies (544277.IN)

    • Singapore:

      • Earnings:

        • Keppel Infrastructure Trust (A7RU.SP), Singapore Airlines (C6L.SP), Mapletree Industrial Trust (ME8U.SP)

    • Philippines:

      • Earnings:

        • BDO Unibank (BDO.PM)

  • Market Data:

    • Gold (Aug 25): ($2.00) or (0.06%) to $3333.60

    • WTI Crude (Sep 25): +$0.09 or +0.14% to $65.25

    • $-¥: +0.17 or +0.12% to 147.8430

    • $-KRW: (0.85) or (0.06%) to 1382.7800

    • A$-$: +0.00 or +0.12% to 0.6573

    • $-INR: (0.01) or (0.02%) to 86.5061

    • $-CNY: (0.00) or (0.01%) to 7.1673

  • If you would like to receive the Asian Market Preview daily, please search for Asia Pre-Market Updates in Alert Manager.

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