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


  • [New] 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
  • [New] 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
  • [New] 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.
  • For existing shareholders, the newly formed US-controlled JV entity offers an opportunity to de-risk and a way out of regulatory limbo. ThinkChina - Big Reads, Opinions & Columns on China
  • If cash-rich companies boost shareholder payouts or invest in growth, Japanese stocks will become more attractive. financialpost
  • As Walmart continues to navigate the evolving retail landscape, it remains well-positioned to capitalize on emerging opportunities and deliver consistent value to customers and shareholders alike. investing.com
  • Following two years of dialog with Green Century on deforestation risks and a related shareholder proposal, co-filed by Denmark's largest pension company PFA Pension, Bank of America has disclosed new standards for areas of heightened sensitivity including cattle, soy, palm oil and forestry. Green Century
  • Lithium Ionic thanks its shareholders for their continued support and enters 2026 focused on disciplined execution, as the Company advances Bandeira toward construction and the realization of its long-term value potential. / Brazil Yahoo Finance
  • We expect most reincorporations out of Delaware to continue to be by controlled companies, given that the litigation protections for controlling stockholder in some other states are likely more extensive than in Delaware. Debevoise
  • Management at the large UK banks generally views capital cushions that are not required by regulatory authorities as a tool for managing risks and earnings distributions to shareholders. Morningstar, Inc.
  • Boeing's adaptation to activist investor techniques could inspire a more active shareholder environment in usually conservative industrial sectors. Forbes
  • Divergent capital structures position T-Mobile as a scalable growth play with shareholder returns, while Verizon's debt-heavy model raises refinancing and execution risks. Ainvest
  • With more than half of the world's GDP highly or moderately dependent on nature and biodiversity, ecosystem losses pose a systemic risk to companies and their shareholders. ShareAction

Last updated: 17 February 2026



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