Equities

Taiho and Cullinan to present lung cancer drug trial results at 2026 conference
Phase 3 REZILIENT3 trial of Zipalertinib plus chemotherapy met its primary endpoint in EGFR exon 20 insertion mutation-positive NSCLC patients. Results to be showcased at IASLC World Conference.

US stocks mixed pre-market; Moderna surges 100% on cancer therapy data
Moderna jumps 100% in premarket trading after data showed its personalized mRNA cancer vaccine combined with Merck’s Keytruda cut melanoma recurrence. SMI rises 0.36% as Lowe’s cuts guidance, Estee Lauder gains.

WiseTech Global shares plunge 11.5% after ACCC raid
Logistics software firm faces regulatory scrutiny as Australian watchdog demands documents related to global supply chain services. Shares hit session lows within minutes.

Zaptec posts record Q2 revenue, order intake surges 94%
Norwegian EV charging firm reports 32% revenue growth and a 97% jump in order backlog. Europe’s top AC charging provider expands production as plug-in vehicle sales rise.

Desert Control sees 500% jump in pilot projects, lifts 2026 revenue target
The agritech firm raised its full-year revenue guidance to $2 million, citing a surge in Tier 1 pilots and a $56 million potential pipeline. Stock remains near 52-week lows.

Kuaishou Q2 profit steady as stock slides 4% on margin pressure
Revenue rose 1.4% year-over-year to 35.5 billion yuan, but gross margin narrowed to 51.6% as costs climbed. Kling AI revenue tripled to over 850 million yuan.

Moderna, Merck melanoma vaccine trial succeeds in late-stage study
Interim results show mRNA-based therapy cuts recurrence risk in high-risk patients. Moderna shares jump 60% in premarket trading.

Swiss SMI slips on rising yields; Geberit earnings loom, oil climbs
Swiss benchmark down 0.13% as global bond yields hit multi-decade highs; Geberit to report half-year results. Oil rises on Hormuz Strait risks as tech stocks retreat.

SK Hynix union nears wage deal amid profit-sharing dispute
South Korean chipmaker’s labor union finalizes preliminary terms for a 10-year operating profit distribution agreement, including a 10% cash payout to workers. Approval from union members remains pending.

Value-Investing: So finden Anleger unterbewertete Aktien
Systematische Suche nach günstigen Titeln erfordert fundamentale Analyse und Geduld. Experten raten zu branchenübergreifenden Kennzahlenvergleichen und qualitativen Faktoren.

Guernsey court places Ceiba Investments into administration management
Royal Court of Guernsey appoints joint administrators after regulator flags undue risk. Company’s shares suspended on London’s Specialist Fund Segment.

SHAPE posts AUD 1.2 bln revenue in FY 2026, up 30% on year
Australian construction group SHAPE reported record annual revenue of AUD 1.2 billion for FY 2026, a 30% increase from the prior year. EBITDA rose 53% to AUD 50.1 million, while net profit climbed 50% to AUD 31.7 million.
South Korea’s KOSPI halts trade after 5% slide amid chip stock rout
KOSPI index briefly suspended trading after falling more than 5% as SK Hynix and Samsung led declines in semiconductor shares. U.S. chip index also dropped sharply.

Mirvac lifts FY2026 profit 7%, announces A$200m buyback
Australian property group Mirvac reported a 7% rise in operating profit to A$508m, while shares gained 6.6% after it guided FY2027 earnings growth and launched a A$200m on-market buyback.

Temple & Webster posts record FY26 revenue but warns of weak FY27 start
Australia’s largest online furniture retailer reported 11% revenue growth for FY26 but flagged a 13% year-to-date sales decline in FY27. Shares fell 16.6% to $4.21 amid cautious outlook.

Energy One lifts FY2026 revenue, eyes GMSL acquisition to expand European footprint
Recurring revenue grew 17% YoY to AUD 64.6m as Energy One targets a 30% cash EBITDA run-rate by FY2027. GMSL deal, slated to close by November 2026, is expected to double its European customer base and boost EPS by 35%.
Cerebras unveils CS-4 AI chip with 30x faster inference, plans 600 MW data center buildout
Chipmaker's next-generation CS-4 system delivers up to 30 times faster inference than GPU rivals while targeting 600 MW of data center capacity by end-2025. Revenue surged 91% in the last twelve months.

CSL shares surge to six-month high on FY27 profit guidance, buyback
Australian biotech giant lifts FY27 underlying net profit forecast by 5% at constant currency, unveils A$1.1bn buyback as shares jump 5% to A$165.88.

Hansen shares drop 18% after FY26 results, FY27 transition guidance
Hansen Technologies reported AUD 120 million underlying EBITDA for FY26, up 7% on the year, but shares fell after weak FY27 outlook and executive transition details emerged.

Geely leads Hong Kong-listed EV stocks in fundamental strength
Geely Automobile tops sector metrics with 18.1% ROE, 10.2x P/E and HKD 54.69B free cash flow, while peers struggle with losses and negative cash flows.

Hansen Technologies flags leadership change as FY26 margins hit 31%
Hansen Technologies reported FY26 underlying EBITDA margin of 31%, exceeding its 30% target, while announcing a CEO transition effective November 2026. FY27 outlook indicates margin normalization as investments rise.

Breville FY26 sales rise 9.7% on AI efficiency gains, direct markets drive growth
Record AUD 1.81 bln revenue reported as coffee and cooking segments post double-digit gains, with AI tools cutting operational time by up to 84%. Shares dip 3.1% on margin pressure.

Stockland posts 10.4% FFO rise, lifts FY27 guidance after strong FY26
Australia’s largest diversified property group reported a 10.4% jump in funds from operations to A$892m, with FFO per security at the top of guidance. Shares surged 14.4% on the outlook.

OpenAI’s Q2 revenue growth trails Anthropic as losses widen
OpenAI’s second-quarter revenue rose 18% sequentially to $6.7 billion, but operating losses deepened to $12.3 billion. Anthropic’s revenue more than doubled to $11.6 billion, surpassing OpenAI in the period.

