Jupiter Asset Management's Asia Equity Income fund manager Sam Konrad had to sell major semiconductor stocks TSMC, Samsung, and MediaTek because their rapid gains from the AI rally made them too large within regional indexes, breaching portfolio concentration rules. These companies now dominate benchmarks like the MSCI Asia Pacific ex-Japan Index and local markets, causing forced liquidations despite strong performance. This mirrors the US 'Magnificent 7' tech stock concentration issue and highlights risks for investors as active managers sell into rising passive flows. Managers are now exploring smaller AI-related firms to avoid such concentration risks.
As of May 31, 2026, EssilorLuxottica disclosed its total number of shares at 463,289,594 and actual voting rights at 459,253,760, excluding treasury shares. The company enforces a 31% voting rights cap per shareholder according to its bylaws. This tr...
L'Oréal announced the launch of its sixth employee share ownership plan, allowing employees in 63 countries to buy up to 300,000 shares at a 20% discount. This initiative aims to closely involve employees in the company's growth and has been successf...
L’Oréal has announced its sixth employee share ownership plan, allowing employees in 63 countries to buy up to 300,000 shares at a 20% discount. The subscription period runs from June 10 to June 24, 2026, with shares locked for five years except for ...
EssilorLuxottica disclosed its share capital and voting rights as of May 31, 2026, reporting 463,289,594 shares outstanding and 459,253,760 real voting rights excluding treasury shares. The company enforces a voting rights cap of 31% per shareholder,...
One Liberty Properties announced a quarterly dividend of $0.45 per share, payable on July 9, 2026, to shareholders of record as of June 25, 2026. This marks the company's 134th consecutive quarterly dividend, reflecting over 33 years of consistently ...
