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New Zealand Shares Rise, Fonterra Co-operative Group Raises Fiscal 2026/27 Farmgate Milk Price Forecast

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New Zealand shares ended higher on Monday while most Asian markets saw gains amid reports of better global oil supply than previously thought.

The S&P/NZX 50 rose 0.6%, or 82.06 points, to close at 13,821.20.

Saudi Arabia's oil exports have rebounded to slightly above 4 million barrels per day so far in September, up from 2.4 million barrels per day in August, the OPEC leader's weakest level since at least 2013, according to a Monday Reuters report, citing data from analytics firm Kpler.

In domestic news, credit card spending in New Zealand rose by 0.2% month-over-month to NZ$4.46 billion in August, while credit card balances increased 0.3% to NZ$5.94 billion, data from the Reserve Bank of New Zealand showed.

Also, New Zealand's Labour Party plans to force "immediate action" to increase competition in the country's grocery market, including required changes affecting Woolworths Group (ASX:WOW) and Foodstuffs.

Further, the Reserve Bank of New Zealand is expected to raise the official cash rate by 25 basis points in October, followed by two further hikes pencilled in for February and March, taking the OCR to a peak of 3.5%, the upper end of the central bank's range of estimates for the neutral rate, according to a note by ANZ.

In corporate news, Fonterra Co-operative Group (NZE:FCG) revised its forecast farmgate milk price midpoint for the 2026/27 season to NZ$9.50 per kilogram of milk solids from NZ$9.25 per kilogram, reflecting recent improvements in global dairy commodity prices while retaining a prudent approach to the season ahead.

Tower (NZE:TWR, ASX:TWR) completed the renewal of its reinsurance program for the financial year ending Sept. 30, 2027.

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