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

• [New] Dell shot up 21.9% after the PC maker said it expects revenue from its key AI-optimised servers business to double in fiscal year 2027 and promised to return more cash to shareholders. ST
• [New] Local content and/or shareholder requirements for foreign companies to invest in domestic operations and/or the extraction of resources could be imposed in indirect response to US tariffs. Informed Insurance
• [New] Despite substantial shareholder dilution over the past year, Alkane's earnings grew significantly by 360.6%, with forecasts indicating continued robust growth of 46.7% annually-outpacing the broader Australian market's expected growth rate of 12.1%. Yahoo Finance
• 267 companies will need to lift their public shareholdings to 15%, up from the current 7.5% minimum, implying share sales worth about 187 trillion rupiah (S$ 14 billion). ST
• One standout opportunity: Japan, where corporate governance reforms have dramatically increased M&A activity and shareholder returns, creating a multi-year window for activism-driven returns. Simply Wall St
• Google and Amazon reported much larger-than-expected 2026 capital expenditure budgets, reinforcing existing fears that data center and infrastructure compute expenditures will not provide sufficient returns to shareholders. the wolf of wall street (lower case)
• Shareholders have seen returns of 66% over the past year as the American company expands its energy storage business and moves toward doubling its capacity by 2028. Energy Tracker Asia
• The business of big ideas that built companies like Ogilvy or FCB in decades past will not make the difference between CMOs comparing AI-enabled content machines, or help them convince shareholders that they have a sustainable business model. Digiday
• With full ownership now permitted, foreign shareholders can align Indian operations more directly with group capital plans, risk frameworks and product roadmaps, and make decisions on portfolios, digital investment, and M&A without joint-venture approval requirements. Insurance Business
• Even institutions like the Brazilian Development Bank (BNDES), a shareholder in large meatpacking companies like JBS, have failed to control environmental risks. Dialogue Earth
• Once OpenAI is answerable to public shareholders on a quarterly basis, the pressure to deliver growth could overshadow its commitment to developing beneficial AI. FinancialContent
• From China to South Korea and Japan, where companies have long been criticised for poor corporate governance, we expect an increasing focus on shareholder returns in 2026. Firstlinks
• While the Macau gaming sector should see steady growth in 2026 earnings before interest, taxation, depreciation and amortization, heavy capital spending and shareholder payouts could weigh on cash flow of casino operators there, suggests S&P Global Ratings. Emerging Market Skeptic
• Lucid Group faces solvency concerns as it burns cash and risks shareholder dilution, prompting a severe downgrade from Morgan Stanley. Yahoo Finance
• Big AI companies are listing unrealistic depreciation cycles for their own technology, in what could amount to a $176 billion fraud perpetrated upon shareholders. Ethisphere | Good. Smart. Business. Profit.

Last updated: 03 March 2026