Denso (6902 JT) H1 (JPY) 229.8bln (prev. 131.4bln Y/Y), rev. 3.84tln (prev. 3.59tln Y/Y), announces JPY 200bln of buybacks

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Denso (6902 JT) H1 (JPY) 229.8bln (prev. 131.4bln Y/Y), rev. 3.84tln (prev. 3.59tln Y/Y), announces JPY 200bln of buybacks. A near doubling of half-year operating profit on mid-single-digit revenue growth points to margin recovery rather than volume, the pattern Japanese auto suppliers have shown in periods where yen weakness, cost pass-through to OEM customers, and easing semiconductor and logistics bottlenecks have flowed through together. The distinction worth drawing for this peer set is between translation gains on overseas earnings, which fade with the currency, and genuine price recovery against the OEMs, which carries into the second half. A buyback of this size is consistent with the broader Japanese corporate shift toward capital returns under exchange governance pressure, and large suppliers sitting on cross-shareholdings and net cash have historically been among the more willing participants. Denso's results are read as a proxy for Toyota-group production volumes and for supplier pricing power across the sector, so the follow-ons are the full-year guidance treatment, any comment on order intake in electrification and semiconductors, and how the OEM customers report around it. Toyota-adjacent names have tended to trade in sympathy on Denso prints in the past. 29 Oct, 01:25 SK Hynix (000660 KS) says it's considering various ways to increase competitiveness of its Solidigm unit and says nothing decided on the Solidigm US plant 29 Oct, 01:12 PRE-MARKET CHINESE STOCKS NEWS: Earnings deluge 29 Oct, 00:53 Samsung Electronics (005930.KS) Q3 (KRW) net 75.2tln (exp. 89.1 tln, prev. 12.0tln Y/Y), operating profit 107.4tln (prelim. 107.4tln), revenue 195.3tln KRW (prelim. 195tln) 29 Oct, 00:46 PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Keppel (KEP SP) 9M net rose 20% Y/Y, recurring income rose over 10% Y/Y, 29 Oct, 00:11 Star Entertainment (SGR AT) accepts USD 183.6 mln anti‑money laundering penalty Renesas (6723 JT) 9-month (JPY) net 589.5bln (prev. loss 69.1bln Y/Y), rev. 1.23tln (prev. 969.7bln Y/Y) 2 hours ago Samsung SDI (006400 KS) Q3 (KRW) net 294.6bln (exp. 202.7bln), rev. 4.69tln (exp, 4.09tln) 2 hours ago Toyota (7203 JT) is speculated to plan to raise November-January global production by 2.7% Y/Y to 2.39mln units and domestic production is expected to remain at a high level 2 hours ago PRE-MARKET JAPANESE AND SOUTH KOREAN STOCKS NEWS: Samsung Electronics earnings are scheduled today 3 hours ago Mesoblast (MSB AT) reports Q1 net revenue rose by 44% Y/Y 3 hours ago Syrah Resources (SYR AT) Q3 Balama graphite production 19.3k tons (prev. 2.3k ton Q/Q) 3 hours ago PRE-MARKET AUSTRALIAN STOCKS NEWS: Retailer updates including from JB Hi-Fi, Super Retail Group and Wesfarmers 4 hours ago China's CXMT to begin production of advanced AI memory chips, reports suggest 14 hours ago PetroChina (857 HK) Q3 2026 (CNY): IFRS net profit 51.84bln, +22% Y/Y 15 hours ago Ping An Insurance (2318 HK) 9-month net income -27% Y/Y at RMB 96.65bln 17 hours ago LG Electronics (066570 KS) Q3 (KRW) net 663.2bln (exp. 551.0bln), oper. income 781.9bln (prelim. 781.8bln), rev. 23.82tln (prelim. 23.83tln) 21 hours ago China rushes to shore up struggling markets with the ‘National team’ of funds and brokers buying stocks as investors turn away from AI trade, according to FT 21 hours ago China's CXMT (688825 CH) plans to begin small-scale production of HBM3E within the next two months 21 hours ago Rio Tinto (RIO AT) proposes a 56% target pay jump for its CEO 21 hours ago Hindustan Unilever (HUVR IS) Q2 (INR) net 28.4bln (exp. 27.3bln), rev. 174.0bln (exp. 166.8bln) 22 hours ago

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