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Our Scans · (FS.3.03) Shareholders · Weekly Summary


  • [New] In 2026, shareholders will be more involved in how companies use AI to work better while ensuring reliable outcomes. Codleo
  • [New] We expect similar shareholder resolutions to appear in 2026 across the broader technology sector, as the tension between digital infrastructure growth and decarbonization intensifies. Morningstar, Inc.
  • [New] The most commonly blamed reasons include the cyclicality of Korean companies, a weak financial system and even North Korea risk; but by far the biggest culprit has been poor corporate governance and a lack of care for minority shareholder rights. The Korea Times
  • Until the data centers servicing AI tech companies are independently powered, that growing electric consumption is likely to help the utilities sector produce notably larger gains, which could be a benefit for shareholders of the First Trust Utilities AlphaDEX Fund. investing.com
  • For insurance and asset management professionals in Asia, the IPAMC transaction shows Prudential using India's equity capital markets to sell down part of its stake in a regional asset management business while raising funds it plans to distribute to shareholders. Insurance Business
  • Netflix's financials might signal a company creating shareholder value with manageable debt, though valuation considerations may prompt a cautious approach. Artificall
  • India and France are nearing a revised tax treaty that will reduce dividend taxes for French parent companies holding over 10% stakes to 5%, while increasing it to 15% for minority shareholders. Economic Times
  • Companies that rely heavily on frequent stock offerings to fund operations, such as Quantum Computing Inc. which faced concerns over share dilution, risk eroding existing shareholder value. The Chronicle-Journal
  • In 2026, we will see shareholders take a more vested stake in how companies are using AI agents to work smarter while still ensuring trustworthy outcomes. Salesforce
  • For the first time in a decade, the return on equity of listed euro area banks has surpassed their cost of equity, driven by continually improving earnings and a decline in risk premia that has translated into lower returns required by shareholders. EIN Presswire
  • With organic sales growth accelerating to 4.3% in the quarter and a revised cost-cutting program targeting CHF 3.0 billion in savings by 2027, the Swiss multinational is recalibrating its operations to prioritize profitability and shareholder returns. Ainvest
  • For the full-year 2025, shareholder returns via buybacks and dividends from S&P 500 companies are expected to easily set a record expenditure, posting a double-digit gain for buybacks and a mid-single-digit gain for dividends. Investing News Network (INN)
  • Siemens plans to deconsolidate Siemens Healthineers by transferring 30% of Siemens Healthineers shares to Siemens AG shareholders by way of a spin-off. Imaging Technology News
  • Energy companies, including Imperial Oil, might strategically pivot to maximize returns by accelerating capital expenditures in high-return projects, optimizing production, and potentially increasing shareholder returns through dividends or buybacks. The Chronicle-Journal
  • With $451 million in free cash flow and a revised share repurchase target of $ 1.2-$ 1.3 billion for fiscal 2026, Autodesk is balancing reinvestment in AI R&D with direct shareholder returns. Ainvest
  • Strategic focus on the Spanish core and improved asset quality lower risk and support increased shareholder returns and long-term earnings growth. Simply Wall St
  • The UK's latest investor group argues that shareholder power actually acts as a draw to institutional investment because governance and growth go hand-in-hand - investors will seek opportunities in the UK's capital markets if they know they can positively shape the companies they invest in. Top1000Funds.com
  • In ACCR's view, shareholders seeking greater transparency around the risks associated with Shell's uniquely bullish LNG strategy should vote in favour of resolution 22. ACCR
  • Aiming to maximize shareholder value in the next few years, the mix of focused activist efforts and Buffett's influence on management and strategic decisions could signal a turning point in Boeing's history. Forbes

Last updated: 06 January 2026



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