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StreetAccount Summary - Asian Market Preview: Nikkei Futures (0.44%), Hang Seng Futures (0.21%), ASX SPI 200 (0.04%), S&P Futures +0.58%

Aug 26 ,2026

  • Synopsis:

    • Asian markets set for mixed start to Thursday trade. Futures signaling small opening declines in Japan and Hong Kong, flat start in Australia and initial gains in South Korea. S&P 500 futures strengthening afterhours amid NVDA's post-earnings rally. Australian bonds under pressure amid hawkish fallout from Wednesday's CPI data. Treasuries weaker overnight with curve flattening. Crude easing amid Iran headline volatility. Gold and silver firming. FX markets steady after dollar index inched up to one-week high. Bitcoin stalled near $80K.

    • NVDA up 4% afterhours. Notable attention to conference call after company guided revenue growth of ~70% in fiscal 2028 against consensus 45%. Said demand growth closer to 100% but 70% guide based on available supply. AMNZ to buy additional 2M Nvidia GPUs in next two years with Huang revealing deal also includes millions of CPUs. Memory costs pressured margins though GM expected to stabilize in response to planned server price increases. Pushed back against circular financing concerns, arguing investments are in companies experiencing strong demand growth.

    • In other AI-related news, Reuters sources said Moonshot in talks about 30% revenue sharing agreements with MSFT, AMZN and GOOGL for them to host Kimi K3. Nikkei sources revealed Kioxia (285A.JP) to invest JPY1T ($6.3B) in new memory production facility in northern Japan. Late Wednesday Z.AI (2513.HK) announced it is behind creation of Ox Alpha model (latest iteration of GLM-5.3), that has achieved first ranking on OpenRouter. MiniMax (100.HK) reported revenue rose 283% y/y in H1

  • Pre-open Company News:

    • 4452.JP -- Kao upgraded to buy from neutral at BofA (earlier, timing uncertain)

    • 601568.CH -- Shaanxi Beiyuan Chemical Industry Group reports H1 operational data

    • 600320.CH -- Shanghai Zhenhua Heavy Industries reports H1 net income attributable CNY502.6M, +46% vs year-ago CNY344.4M

    • 300765.CH -- FDA grants fast track designation for CSPC Innovation Pharmaceutical unit's SYS6090 for MSS or pMMR mCRC

    • 2333.HK -- Street Takeaways - Great Wall Motor H1 earnings

    • 600612.CH -- Lao Feng Xiang reports H1 net income attributable CNY715.8M, (41%) vs year-ago CNY1.22B

    • 600612.CH -- Lao Feng Xiang H1 operating data: Jewelry sales CNY18.30B, (35.1%) y/y

    • 688630.CH -- Circuit Fabology Microelectronics Equipment reports H1 CAS net income attributable CNY281.4M, +98% vs year-ago CNY142.0M

    • 002517.CH -- Kingnet Network reports H1 net income attributable CNY1.43B, +50% vs year-ago CNY950.0M

    • 300765.CH -- CSPC Innovation Pharmaceutical unit's phase III trial of SYS6010 for EGRF-mutant NSCLC meets PFS primary endpoint

    • 600372.CH -- China Avionics Systems reports H1 net income attributable CNY606.9M, (5%) vs year-ago CNY640.6M

    • 552.HK -- China Communications Services reports H1 net income attributable CNY1.97B, (7%) vs year-ago CNY2.13B

    • 2015.HK -- Li Auto reports Q2 EPADS (CNY1.49) vs FactSet (CNY0.80) [10 est, (CNY2.08)-1.17]

    • 2390.HK -- Zhihu, Inc. reports Q2 adjusted net loss (non-GAAP) (CNY10.3M) vs StreetAccount (CNY33.5M)

  • On Deck:

    • China:

      • Earnings:

        • New Hope Liuhe (000876.CH), Hangzhou Great Star Industrial (002444.CH), Poly Developments & Holdings Group (600048.CH), Haier Smart Home (600690.CH), Chaozhou Three-Circle (Group) (300408.CH), Shenwan Hongyuan Group (000166.CH), Tianqi Lithium (002466.CH), GCL System Integration Technology (002506.CH), Offcn Education Technology (002607.CH), MeiG Smart Technology (002881.CH), Victory Giant Technology (HuiZhou) (300476.CH), Shenzhen Senior Technology Material (300568.CH), China Life Insurance (601628.CH), Befar Group (601678.CH)

    • Hong Kong:

      • Earnings:

        • Huadian Power International (1071.HK), CGN Mining (1164.HK), Jiangsu Expressway (177.HK), China Communications Construction (1800.HK), C&D International Investment Group (1908.HK), China Vanke (2202.HK), Aluminum Corp. of China (2600.HK), Shanghai Pharmaceuticals Holding (2607.HK), Shui On Land (272.HK), China Shineway Pharmaceutical Group (2877.HK), A-Living Smart City Services (3319.HK), Angang Steel (347.HK), Zhongyu Energy Holdings (3633.HK), China Railway Group (390.HK), Shenzhen Investment (604.HK), Shangri-La Asia (69.HK), Yeahka (9923.HK), Weichai Power (2338.HK), Suzhou Ribo Life Science (6938.HK), Guangdong Huayan Robotics (1021.HK), iDreamSky Technology Holdings (1119.HK), Wynn Macau (1128.HK), Zoomlion Heavy Industry Science & Technology (1157.HK), Mao Geping Cosmetics (1318.HK), First Pacific (142.HK), UISEE Technologies (Beijing) (1511.HK), China Everbright (165.HK), China Strategic Technology Group (1725.HK), K. Wah International Holdings (173.HK), China Datang Corp. Renewable Power (1798.HK), KWG Group Holdings (1813.HK), China Renaissance Holdings (1911.HK), China SCE Group Holdings (1966.HK), Redsun Properties Group (1996.HK), MIXUE Group (2097.HK), JW (Cayman) Therapeutics (2126.HK), HBM Holdings (2142.HK), Shanghai Chicmax Cosmetics (2145.HK), Morimatsu International Holdings (2155.HK), Shanghai MicroPort MedBot (Group) (2252.HK), VISEN Pharmaceuticals (2561.HK), Yibin City Commercial Bank (2596.HK), China Pacific Insurance (Group) (2601.HK), CStone Pharmaceuticals (2616.HK), CaoCao (2643.HK), Tianyu Semiconductor (2658.HK), Texhong International Group (2678.HK), Shanghai Able Digital Science&Tech (2687.HK), Guangzhou R&F Properties (2777.HK), China National Building Material (3323.HK), Shanghai Industrial Holdings (363.HK), Bank of Qingdao (3866.HK), Medtide (3880.HK), Hashkey Holdings (3887.HK), Beijing Enterprises Holdings (392.HK), Xiabuxiabu Catering Management (China) Holdings (520.HK), China Conch Venture Holdings (586.HK), Fangzhou (6086.HK), CanSino Biologics (6185.HK), Shougang Fushan Resources Group (639.HK), Fosun International (656.HK), Shandong Boan Biotechnology (6955.HK), Joy Spreader Interactive Technology (6988.HK), Excellence Commercial Property & Facilities Management Gp (6989.HK), VOYAH Automotive (7489.HK), Skyworth Group (751.HK), NetDragon Websoft Holdings (777.HK), China Longyuan Power Group (916.HK), Powerlong Commercial Management Holdings (9909.HK), Akeso Inc (9926.HK), ClouDr (9955.HK), Alphamab Oncology (9966.HK)

    • South Korea:

      • Economic:

        • 11:10 KST: BoK Repo Rate; consensus +3%

    • Australia:

      • Economic:

        • 11:30 AEST: Capital Expenditure Q/Q; consensus

      • Earnings:

        • Omni Bridgeway (OBL.AU), Pacific Current Group (PAC.AU), Sigma Healthcare (SIG.AU), Appen (APX.AU), Bapcor (BAP.AU), Cromwell Property Group (CMW.AU), Centuria Capital (CNI.AU), DUG Technology (DUG.AU), Dimerix (DXB.AU), Emerald Resources (EMR.AU), Earlypay (EPY.AU), EQT Holdings (EQT.AU), FDC Consolidated Holdings (FDC.AU), Greatland Resources (GGP.AU), Karoon Energy (KAR.AU), Mayfield Group Holdings (MYG.AU), Mayne Pharma Group (MYX.AU), Objective Corp. (OCL.AU), Oneview Healthcare (ONE.AU), Perpetual (PPT.AU), Silex Systems (SLX.AU), Tasmea (TEA.AU), Waypoint REIT (WPR.AU), Articore Group (ATG.AU), Clinuvel Pharmaceuticals (CUV.AU), McMillan Shakespeare (MMS.AU), Elevra Lithium (ELV.AU), Mach7 Technologies (M7T.AU), PEXA Group (PXA.AU), Sea Forest Ltd (SEA.AU), Saluda Medical, Inc. (SLD.AU), SPC Global (SPG.AU), Virgin Australia Holdings (VGN.AU)

    • New Zealand:

      • Earnings:

        • Comvita (CVT.NZ), Air New Zealand (AIR.NZ), Channel Infrastructure NZ (CHI.NZ), Delegat Group (DGL.NZ), SKY Network Television (SKT.NZ)

    • Malaysia:

      • Earnings:

        • Sime Darby (4197.MK)

    • Taiwan:

      • Earnings:

        • Silergy (6415.TT)

  • Market Data:

    • Gold (Dec 26): +$21.40 or +0.46% to $4674.70

    • WTI Crude (Oct 26): ($0.40) or (0.49%) to $81.83

    • $-¥: +0.02 or +0.01% to 159.2350

    • $-KRW: +1.56 or +0.11% to 1384.1990

    • A$-$: +0.00 or +0.26% to 0.7182

    • $-INR: +0.32 or +0.33% to 95.4303

    • $-CNY: +0.00 or +0.02% to 6.7217

This information and data is provided for general informational purposes only. The Bank of New York Mellon and our information suppliers do not warrant or guarantee the accuracy, timeliness or completeness of this information or data. We provide no advice nor recommendation or endorsement with respect to any company or securities. We do not undertake any obligation to update or amend this information or data. Nothing herein shall be deemed to constitute an offer to sell or a solicitation of an offer to buy securities.
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