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Finance
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HK.2636 Transsion Holdings (TECNO, Infinix) opens its Hong Kong H-share IPO: 86,648,300 shares at HK$35.30–38.80, with ~HK$1,245.5m from cornerstones incl. GIC and E Fund; est. net proceeds ~HK$3,118.1m at the mid-point. Retail books close Oct 12; listing expected Oct 15.
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JP.6814 Furuno raises H1 FY2/27 (Mar–Aug) guidance: sales ¥79.9bn (was ¥76.0bn), operating profit ¥12.8bn (was ¥10.0bn, +28.0%), net ¥9.9bn (was ¥8.0bn) as Chinese shipyards pull merchant-ship builds forward. FY guide and dividend due with Oct 9 results.
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JP.7752 Ricoh's board launches a strategic review led by its independent outside directors, citing missed financial targets, a long-running PBR below 1x, ROE under its cost of capital and TSR lagging TOPIX. Portfolio and capital policy in scope; no decisions yet.
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JP.7012 Kawasaki Heavy targets FY2030 revenue above ¥3.3tn and business profit above ¥330bn (10%+ margin), vs ¥2.56tn / ¥180bn seen this year. Lifts 2030 defense sales outlook to ¥700–800bn (was ¥500–700bn); ~¥1.3tn FY27–30 cash plan.
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JP.6146 Disco Jul–Sep shipments hit a quarterly record ¥123.9bn (+60.0% YoY, +6.4% QoQ), led by generative-AI demand. Q2 non-consolidated sales ¥118.5bn (+38.9%); H1 sales ¥213.6bn, 106.2% of its ¥201.1bn plan. Full Q2 results Oct 22.
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$RPM Q1 FY27: record sales $2.22B (+4.8%), adj EPS $1.98 (vs $1.88), GAAP EPS $2.01, adj EBITDA $405.5M (+4.5%). FY27 adj EBITDA outlook now mid-single-digit growth (was 5–10%).
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$EMA to combine with Canadian Utilities in an all-share merger of equals: ~C$72B pro forma EV, ~C$45B rate base, ~6M customers. Emera holders ~60%. ATCO's industrial arm spins off as New ATCO. Close expected Q3/Q4 2027.
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$APO preliminary Q3: alternative net investment income ~$375M pre-tax, a ~10% annualized return on alternative net investments (Athene pooled vehicle ~9%, other alternatives ~11%). Full Q3 results Nov 3.
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$ABBV cuts 2026 adjusted EPS guidance to $13.76–$13.96 (from $13.87–$14.07) after a $216M Q3 acquired IPR&D/milestones charge (−$0.11/share). Q3 adj EPS guide now $3.73–$3.77 (was $3.84–$3.88).
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LN.KMR — Kenmare Resources confirms a non-binding proposal from International Resources Holdings (IRH) for a possible cash offer for the whole company. Talks ongoing, no certainty of a firm offer; IRH must announce by 5pm GMT on 17 Nov 2026.
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LN.AMRQ — Amaroq produced ~12 koz of gold at Nalunaq in Q3 2026 (~21 koz for 9M), hitting its Q4 production target a quarter early. FY26 guidance of 25–35 koz reiterated; joins the FTSE 250 at market open on 8 Oct.
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LN.CKN — Clarksons now expects FY26 underlying profit before tax of not less than £135m after very strong August and September trading; Broking revenues and the Financial division both significantly ahead of previous expectations, with record freight rates in some areas.
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LN.INF — Informa to buy Clarion from Blackstone for £2.24bn EV (11.1x 2027E EBITDA), part-funded by a c.£940m placing (c.9% of shares), and plans to separate Taylor & Francis. Sees mid-single-digit adj. EPS enhancement in 2027; FY26 guide 6%± underlying revenue growth.
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HK.1093 CSPC Pharmaceutical will present 8 clinical trial updates at ESMO 2026 in Madrid (Oct 23–27), 2 as late-breaking abstracts: Phase III interim data for anbenitamab + albumin-bound docetaxel in 1L HER2+ advanced breast cancer, and updated OS in HER2+ gastric cancer.
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HK.1896 Maoyan Entertainment approves an on-market share buyback of up to ~HK$250m through its 2027 AGM, funded from cash reserves and free cash flow; the mandate covers up to 116,219,513 shares (10% of issued). Board says the share price doesn't reflect intrinsic value.
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