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Australian Shares Flat; Telix Pharmaceuticals to Acquire German Radiopharmaceutical Biotechnology Company for Initial $1.65 Billion Payment

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Australian shares were flat on Monday, as oil prices eased despite heightened tensions in the Middle East.

The S&P/ASX 200 Index was little changed to close at 8,731.90.

Brent crude oil futures ​fell to trade around $102 per barrel even as the Houthis in Yemen struck the Saudi Arabian capital of Riyadh.

On the domestic front, the Reserve Bank of Australia (RBA) is expected to hike the official cash rate by 25 basis points to 4.6% at its September meeting, Commonwealth Bank of Australia said. However, a rate increase beyond the projected one in September is not CBA's base case at the moment, and a move to 4.85% would represent a significant shift towards prioritizing inflation risks.

ANZ forecasts that the RBA is expected to raise the cash rate by 25 basis points this month, in addition to the 25 basis point hike already expected for November, which would take the cash rate to 4.85%, its highest level since 2008.

In company news, Telix Pharmaceuticals (ASX:TLX) will pay an initial $1.65 billion on a cash-free/debt-free basis for German radiopharmaceutical biotechnology company ITM Isotope Technologies Munich, a key supplier of commercial-grade 177-lutetium. Its shares closed down 10%.

Ramelius Resources (ASX:RMS) now expects fiscal 2030 production of between 560,000 and 610,000 ounces at an all-in sustaining cost (AISC) of AU$2,100 to AU$2,400 per ounce, up 11% from the October 2025 plan and up 205% compared with fiscal 2026 production.

Lastly, Perpetual (ASX:PPT) confirmed the conclusion of the engagement process with EQT after rejecting a further revised proposal from Windflower, an entity indirectly controlled by EQT, to acquire all of the shares in the company through a scheme of arrangement for AU$22.50 apiece. Its shares fell 13% at market close.

What else is happening in Asia?

Asia

Market Chatter: SoftBank Launches $11 Billion Bond Sale to Fund OpenAI Investment

SoftBank Group (TYO:9984) has launched $10 billion and 1 billion euros in senior unsecured notes to fund its investment in OpenAI, Reuters reported Monday, citing a term sheet.The dollar-denominated tranches mature in 3.5, 5.5, and 7.5 years, while the euro portions mature in four and six years, the newswire said.The proceeds will finance SoftBank's $10 billion payment for the third tranche of its OpenAI follow-on investment, expected to close on Oct. 1, while the remaining funds will be used for general corporate purposes, the report said.SoftBank Group did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

TYO:9984
Asia

Shenzhen Transsion's Hong Kong Listing Application Under Review; Shares Up 4%

Shenzhen Transsion (SHA:688036) said the Hong Kong Exchange is reviewing its application for listing on the Main Board.The listing is pending final approval from the Hong Kong bourse, the city's Securities and Futures Commission, and other regulators, according to a weekend filing with the Shanghai bourse.Shares of the mobile phone maker rose 4% in recent trade.

SHA:688036
Asia

China Approves Shanghai Rural Commercial Bank's Absorption of Peer

Shanghai Rural Commercial Bank (SHA:601825) received approval from China's National Financial Regulatory Administration to absorb Shanghai Chongming Rural Commercial Bank, according to a Saturday filing with the Shanghai bourse.The listed commercial bank will absorb Chongming RCB's assets, liabilities, institutions, businesses, employees, and other rights and obligations and will dissolve Chongming, according to the filing.

SHA:601825