Financial Data and Key Metrics Changes - Pacific Current Group reported a statutory net profit of AUD 58.2 million for FY 2025, a decrease from AUD 110 million in the previous financial year [4] - Underlying net profit declined to AUD 26 million from AUD 32.2 million year-on-year, with underlying earnings per share dropping to AUD 0.056 from AUD 0.062 [4][5] - The company declared a final dividend of AUD 0.28 per share, bringing the total dividend for FY 2025 to AUD 0.43, an increase of over 13% compared to FY 2024 [3][19] Business Line Data and Key Metrics Changes - Management fee revenue decreased by 57.6% compared to the prior period due to disposals of investments [14][15] - Performance fees dropped from AUD 11.3 million in FY 2024 to AUD 8 million in FY 2025, primarily attributed to Rock Group and VPC HoldCo [15] - Cost-saving initiatives led to a nearly 60% reduction in corporate costs during the financial year [5][29] Market Data and Key Metrics Changes - The fair value estimate of net asset value increased to AUD 15.51 per share at June 30, 2025, up from AUD 13.47 per share a year earlier, representing a growth of over 15% [13][25] - The company realized significant cash from boutique realizations, contributing to higher interest income [18] Company Strategy and Development Direction - The company aims to accelerate growth by leveraging high-potential investment opportunities with existing boutique partners and exploring new investment prospects [28] - Focus on unlocking shareholder value through targeted capital structure initiatives and optimizing capital efficiency [28][29] - Continued emphasis on controlling operating costs and strengthening the balance sheet, with potential debt reduction prioritized [30][31] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining strong momentum built over the past two financial years and emphasized a disciplined approach to executing their strategic plan [27] - The company remains focused on enhancing organizational efficiency and embedding governance changes to improve agility and decision-making [31] Other Important Information - The company completed a share buyback of over 22 million ordinary shares at AUD 12 per share, totaling close to AUD 265 million, which represented over 42% of issued capital at that time [2][3] - The company has cash reserves of AUD 138 million, despite the reduction due to the share buyback [22] Q&A Session Summary Question: Can you discuss the additional investments in existing affiliates? - The company is considering providing working capital loans to support the growth of boutiques and potentially injecting further capital into operating businesses for new fund initiatives [34][35] Question: Will the company pay back the debt? - The Board is evaluating the possibility of paying back the debt facility, with a decision expected in September or October [37][38] Question: What are the intentions regarding the Abacus instruments? - The company plans to hold the bonds long-term due to their attractive coupon, while monitoring the stock for potential short to medium-term sales [39][41] Question: How does the investment committee approach capital allocation? - The newly formed investment advisory committee will evaluate opportunities based on their potential for accretive growth, focusing on larger investments rather than numerous smaller ones [42][44] Question: What are the plans for the external management arrangement after two years? - The Board will review the external management arrangement as the two-year period approaches, but no plans have been finalized yet [47]

Reference is made to the stock exchange announcement made by SalMar ASA ("SalMar" or the "Company") on 21 August 2025 of the launch of SalMar’s share buyback program to purchase up to 100,000 of the Company's shares for a total amount of up to NOK 65 million during the period from 21 August 2025, until no later than 30 September 2025, pursuant to an agreement with DNB Carnegie, a part of DNB Bank ASA. SalMar has now completed the share buyback program. A total of 100,000 shares, which equals 0.07% of the sh ...

Core Viewpoint - Truecaller AB has been actively repurchasing its own B shares as part of a share buyback program initiated by the board of directors, with a total of 230,000 shares repurchased between August 18 and August 22, 2025, amounting to 0.07% of outstanding capital [1][2]. Group 1: Share Buyback Program - The share buyback program was announced on May 30, 2025, and is set to continue until the Annual General Meeting (AGM) in May 2026 [1]. - As of August 22, 2025, Truecaller has repurchased a total of 1,155,000 shares, which is 0.33% of the outstanding capital [1]. - The board was authorized to buy back B-shares until the AGM in 2026, with the limit set so that the company's shareholding does not exceed 10% of the total number of outstanding shares [2]. Group 2: Transaction Details - The total accumulated share buybacks for the week of August 34, 2025, amounted to 230,000 shares, with a weighted average price of SEK 46.80, resulting in a total transaction value of SEK 10,764,340 [3]. - The total accumulated buybacks during the entire program reached 1,155,000 shares at a weighted average price of SEK 52.29, with a total transaction value of SEK 60,397,509 [3]. Group 3: Current Shareholding - Following the recent acquisitions, Truecaller holds 5,100,332 B shares and 5,013,786 C shares, which corresponds to 2.86% of the outstanding capital [4]. - The total number of shares in Truecaller, including its own shares, is now 353,750,053, while the number of outstanding shares, excluding its own shares, is 343,635,935 [4].

Core Viewpoint - Elis has disclosed its share buyback activities conducted from August 18 to August 22, 2025, in compliance with EU regulations, aimed at covering performance share plans and contributing to employee shareholding initiatives [2]. Summary by Relevant Sections Share Buyback Details - The total number of shares acquired during the buyback period was 108,139 shares, with an average purchase price of €25.4600 [2]. - The transactions were executed on two platforms: XPAR and DXE, with specific daily volumes and prices detailed for each day [2]. Purpose of Share Buybacks - The buyback operations are intended to cover maturing performance share plans and allocate free shares to employees as part of the "Elis for All 2025" international employee shareholding plan [2]. - Additionally, the shares purchased are planned to be cancelled in accordance with the resolutions passed at the Combined General Meeting on May 22, 2025 [2].

Financial Data and Key Metrics Changes - The operating result increased to €845 million, up 19% compared to the previous year, driven by profitable business growth and improved claims experience in the US, UK, and international segments [4][16] - Operating capital generation before holding and funding expenses decreased by 2% to €576 million [4][16] - Free cash flow increased significantly to €442 million from €373 million in the previous year [16][28] - The group solvency ratio decreased by five percentage points to 183% compared to year-end 2024 [17][26] Business Line Data and Key Metrics Changes - In the US, operating results improved to $685 million, benefiting from growth in strategic assets, particularly in the Protection Solutions business [18][19] - New life sales in the individual life business increased by 13%, driven by higher agent productivity and successful recruitment efforts [11][12] - Aegon UK experienced growth in operating results due to favorable markets and business growth [20] - The international segment saw increased operating results from higher CSM releases in TLB and Spain and Portugal, despite lower sales in Singapore [14][20] Market Data and Key Metrics Changes - The US market accounts for approximately 70% of Aegon's operations, highlighting its significance in the company's strategy [7] - The brokerage channel recorded strong growth in new life sales, attributed to the launch of a fully digital whole life final expense product [12] - Net deposits in the retirement plan business were solid, driven by mid-sized plans and onboarding of a large pool plan [12] Company Strategy and Development Direction - Aegon is focused on growing and transforming its businesses, with a strategic emphasis on the US market [3][4] - The company announced a review of relocating its head office to the US to align its corporate structure with its primary market [6][7] - The relocation aims to simplify operations and enhance cooperation between the holding and its main business unit [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving all financial targets for 2025, with a positive outlook for the second half of the year [29] - The company is monitoring the impact of new business strain and claims experience on operating capital generation [32][39] - Management reiterated that the operating profit is not particularly sensitive to equity market fluctuations [39] Other Important Information - Aegon announced a €200 million increase to its share buyback program, totaling €400 million for 2025 [5][28] - The company plans to implement US GAAP reporting, which is expected to take two to three years [9][10] Q&A Session Summary Question: What drove the decision to cover 25% of the variable annuity based fee? - Management indicated that this decision was part of ongoing risk management to stabilize capital generation and was executed recently [35][36] Question: Can you provide insights on the US GAAP implementation? - Management stated it is too early to provide guidance on the impact of US GAAP on operating profit or OCG [43] Question: What are the main challenges of potentially redomiciling? - Key challenges include building head office processes in the US and implementing US GAAP, which will take time [65][66] Question: How clean is the reported operating profit? - The operating profit of €8.45 is considered clean, with adjustments leading to an adjusted number of around €9.37 [51][52] Question: What is the size of the pool plan? - The pool plan is approximately €1.9 billion [42][94] Question: How does the US redomiciliation impact M&A opportunities? - Management indicated that being closer to the US market would position the company more favorably for potential M&A opportunities [72]

Core Viewpoint - Sampo plc has initiated a share buyback program with a maximum value of EUR 200 million, which commenced on 7 August 2025, following the authorization from its Annual General Meeting on 23 April 2025 [1][2]. Group 1: Share Buyback Details - On 20 August 2025, Sampo plc acquired a total of 323,763 A shares at a daily weighted average price of EUR 9.96 [1]. - The buyback transactions were executed across multiple markets, including AQEU, CEUX, TQEX, and XHEL, with respective volumes of 7,235, 125,148, 34,713, and 156,667 shares [1]. - The total number of Sampo A shares owned by the company after the transactions is 3,275,016, representing 0.12% of the total shares outstanding [2].

Group 1 - Sampo plc has initiated a share buyback program with a maximum value of EUR 200 million, which commenced on 7 August 2025 [1][2] - On 19 August 2025, Sampo plc acquired a total of 325,280 A shares at a daily weighted average price of EUR 9.92 [1] - Following the transactions, Sampo plc holds a total of 2,951,253 A shares, representing 0.11% of the total shares outstanding [2] Group 2 - The share buyback program is in compliance with the Market Abuse Regulation (EU) 596/2014 and the Commission Delegated Regulation (EU) 2016/1052 [1] - The authorization for the buyback program was granted during Sampo's Annual General Meeting on 23 April 2025 [1]

Core Viewpoint - Flex LNG Ltd. has authorized a share buyback program allowing the repurchase of up to $15 million of its outstanding shares, which will be executed on the Oslo Stock Exchange and the New York Stock Exchange [1][2][3]. Group 1: Share Buyback Program Details - The share buyback program will commence on August 20, 2025, and continue through November 27, 2025, with a maximum limit of 900,000 shares to be repurchased [3]. - The shares purchased will be held as treasury shares, and the actual timing, number, and value of shares repurchased will depend on various factors including market conditions and compliance with regulations [3]. - The amount utilized for the share buyback will be treated independently from future dividend considerations, which remain at the discretion of the Board of Directors [4]. Group 2: Compliance and Regulations - The repurchase of shares on the Oslo Stock Exchange will comply with the Market Abuse Regulation (EU) No 596/2014, while repurchases on the NYSE will adhere to U.S. securities laws, including Rule 10b-18 [2][3].

机构：招银国际 研究员：Wayne FUNG Alumina segment (26% of revenue): The segment revenue surged ~28% YoY to RMB20.7bn (sales volume +10% YoY to 6.37mn tonnes; ASP +5% to RMB3,243/t). We calculated that the unit gross profit surged 25% YoY to RMB933/t. Aluminum fabrication products (10% of revenue): The segment revenue increased 6.5% YoY to RMB8bn (sales volume +3.4% YoY to 392mn tonnes; ASP +2.9% to RMB20,615/t). Helped by a stable unit cost, the unit gross profit grew 14% YoY to RMB4,815/t. Continuous share buyback th ...

Sampo plc, stock exchange release, 19 August 2025 at 8:30 am EEST Sampo plc’s share buybacks 18 August 2025 On 18 August 2025, Sampo plc (business code 0142213-3, LEI 743700UF3RL386WIDA22) has acquired its own A shares (ISIN code FI4000552500) as follows: Sampo plc’s share buybacksAggregated daily volume (in number of shares)Daily weighted average price of the purchased shares*Market (MIC Code) 7,3239.91AQEU 115,6929.90CEUX 33,9109.90TQEX 168,8049.90<td style="width:5cm ...