CMA в продолжение предыдущего моего поста про CMA. Итак, программа обратного выкупа на текущий момент завершена. Общий объем buyback составил 9,5 млн акций или около 7% капитализации: "As a result of strong capital generation, we returned $1.1 billion to common shareholders through dividends and the repurchase of what 9.5 million or 7% of total shares" (Из последней пресс конфы по отчету) В дальнейшем, обратный выкуп если и будет, то гораздо менее интенсивный: "So, more to come on that, but we do think there is that potential, as we've mentioned in the past to take CET1 lower once that interest income stream has smoothed out. In terms of the more near-term, ending at an estimated 10.15%, there's always a plus or minus 15 bps to where you end up with a capital ratio, I really consider us to be about there. And I will say we are going to be cautious in the near-term about share repurchase. We're very hopeful. We feel good about loan growth over the next several quarters. We think capital generation meaning net income is going to be very good, especially if we get rate rises. But that's not a guarantee, it hasn't happened yet. Yes, we do think the loan growth is going to come. So, we're going to be a little cautious on share buyback" Подумывал над продажей, но в условиях растущих ставок можно подождать и более высокой цены, и очередной программы выкупа, пусть даже она будет и значительно более скудная. С текущей средней дивиденды составляют 7% в долларах, а это не так часто попадается. Всем cheers.

M из пресс-релиза: выкупили более 4% free float, остаётся ещё возможность выкупа на 200млн$ и увеличения лимита в дальнейшем. "...we repurchased 13 million shares or more than 4% of total shares outstanding for a total share buyback of $300 million. With $200 million of authorization remaining, we plan to look for further opportunities to repurchase shares".

YY объявили обратный выкуп на дополнительные 1 млрд $ до ноября 2022, суммарно с учётом предыдущего лимита в течение следующего года могут выкупить почти на 1,2 млрд $ или ~30% компании по текущей цене. "In September 2021, the Company announced that its board of directors has authorized a new share repurchase plan under which the Company may repurchase up to US$200 million of its shares between September 2021 and September 2022. As of September 30, 2021, the Company had repurchased approximately US$16.7 million of its shares. In November 2021, the board of directors of the Company has further authorized an additional share repurchase plan under which the Company may repurchase up to US$1 billion of its shares between November 2021 and November 2022".