According to Zhichun Finance APP, as Fast Retailing (06288), the parent company of Uniqlo, and Seven & i Holdings, the parent company of 7-11 convenience stores, are about to announce their latest performance, the latest earnings report season in Asia is about to kick off.

Market expectations indicate that Fast Retailing's operating profit for the quarter ending last November may have slowed down due to warmer autumn and winter weather affecting sales, although the outlook for consumer spending in Japan is bullish. Additionally, Bloomberg Intelligence stated that by 2025, higher store rents may limit profit margin growth.

Macquarie Analysts noted that although foot traffic has increased due to domestic promotional activities and international in-store same-store sales have also rebounded, Seven & i may similarly report disappointing earnings, with operating profit potentially declining for the third consecutive quarter. Market expectations suggest that the company’s operating profit will see a double-digit decline as growth in the supermarket business is offset by declining profits in other sectors.

Currently, the founding family of this Japanese convenience store giant is trying to halt a takeover bid from Canada’s Alimentation Couche-Tard Inc. Last October, Seven & i announced a plan to abandon underperforming businesses and focus on its convenience store operations.

In South Korea, thanks to its chip business, Samsung Electronics (SSNLF.US) is expected to see a recovery in operating profit. Due to strong demand for high-bandwidth memory (HBM) in the AI field, profits from the chip business are expected to double.

Additionally, Bloomberg Intelligence indicated that in line with what Micron Technology (MU.US) disclosed, the average selling price of Samsung DRAM may slightly increase, while the average selling price of NAND may decline. HSBC believes that the depreciation of the Korean won could benefit component sales, cushioning profit margin deterioration, but due to rising component costs, the upside potential for smart phones and televisions may be limited.

India's software services leader, Tata Consultancy Services, expects profit growth to accelerate to its highest level in six quarters. Over the past two quarters, the company has been increasing hiring due to expectations that technology spending from overseas clients will rebound. The depreciation of the Indian Rupee may also translate into higher revenues.

Comments from Tata Consultancy Services regarding the 2025 budget will be closely monitored, as some analysts believe that the corporate tax cuts promised by incoming USA President Trump should allow for more technology spending, which contradicts another view that the 'America First' policy will hinder outsourcing projects.

Due to the recovery of the robotics business, Yaskawa Electric's operating profit in the third quarter may turn positive for the first time in six quarters. Macquarie expects orders to grow by 10%. SMBC Nikko stated that analysts hope Yaskawa Electric will steadily shift resources to the Americas to expand market share.