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

• [New] Being a Viasat shareholder today means believing that growing global demand for secure, resilient connectivity across defence, aviation, maritime, and space will outweigh the ongoing financial pressures from heavy capital investments and intense industry competition. Webull
• [New] To be a Meta Platforms shareholder today, you need conviction that Meta's heavy investment in AI and smart wearables will unlock new growth, while offsetting rising costs and navigating global regulatory pressures. Yahoo Finance
• [New] As the energy landscape evolves, companies that can balance long-term infrastructure needs with shareholder returns will likely outperform peers - a position Enel is well-positioned to occupy. Ainvest
• The Australian Prudential Regulation Authority has signalled it expects boards to treat climate change as a financial risk, while activist shareholders continue to push for stricter underwriting limits on fossil fuels. Insurance Business
• German courts have reinforced the principle that shareholder approval must rest on full disclosure, raising the risk that contested settlements may unravel years after they were brokered. Insurance Business
• Organizations who prioritize differentiated innovation, strategic M&A and advanced operating models will be best positioned to deliver long-term growth and shareholder value. Yahoo Finance
• Recent strategic moves include significant share buyback plans totaling CHF 200 million aimed at capital reduction and enhanced sustainability benchmarks in its cloud solutions, indicating proactive management actions to boost shareholder value. / Switzerland Yahoo Finance
• As we look toward 2025, shareholders, businesses, and leaders across all sectors need to prioritize hydrogen development and integration. Morningstar, Inc.
• Tesla shareholders who do not buy Musk's grandiose claims - the Optimus humanoid robot alone could generate north of $10 trillion - also have to face his increasingly bizarre behaviour, especially for a public company CEO who is supposed to be answerable to a board of directors. Forbes Australia
• Japanese P & C insurers have been decreasing their exposure to equity risks by selling off strategic shareholdings. Insurance Business
• Nasdaq has started requiring shareholder approval and enhanced disclosures for firms raising capital to buy crypto, and noncompliant companies risk delisting, The Defiant reports. Milken Institute
• In 2025, we expect to see sustained M&A and consolidation activity as companies continue seeking strategic acquisitions, divestments of non-core or legacy assets, and partnerships / combinations with others to maximise synergy realization, investment growth and shareholder returns. Ashurst
• Canadian Tire stock announced an increase in its annual dividend for the 15th consecutive year and a plan to repurchase $200 million in shares in 2025, demonstrating shareholder commitment. The Motley Fool Canada
• Microsoft shareholders may be exposed to the material financial risks from its links with the fossil fuel industry, which the megacorp identified as the top growth target for its AI and cloud computing services. The Register
• Shareholder voting will determine whether Microsoft will join the minority of U.S. companies holding Bitcoin on their balance sheets. COIN360
• European asset managers, who outperform US counterparts on support for shareholder resolutions, could go further by committing to vote against management resolutions at companies that are falling short on social and climate action. ShareAction
• Elon Musk could become the first individual to reach a trillion-dollar net worth if Tesla shareholders approve a new compensation plan and he meets aggressive company goals over the next decade. Newsweek

Last updated: 14 October 2025