Musings on Markets

FEBRUARY 8, 2025

In this context, the cost of capital become a measure of the cost of funding a business: In dividend decision s, i.e., the decisions of how much cash to return to owners and in what form (dividends or buybacks), the cost of capital is a divining rod.

Risk Premium 74

Risk Premium Beta Start-ups Equity 74

Andrew Stolz

NOVEMBER 21, 2021

The item “Other” contains the treasury stock. The company pays out dividends on a consistent basis. Dividend payout ratio is almost constant around 30%. Failure to keep up with technological changes could result in loss of market share. Solid dividend and share buyback offer attractive return even without upside.

Dividends 52

Dividends EBIT Treasury Equity 52

Brian DeChesare

MAY 14, 2025

AI and Technological Advances The massive growth in data and compute required for AI-enabled applications is driving data center demand and the energy required to support all these data centers. Treasuries, its less impressive. When interest rates are at 0%, an 8% yield is quite attractive, but when you can earn a 5% yield on U.S.

Banking 59

Banking Finance Equity Dividends 59

ThomsonReuters

NOVEMBER 10, 2020

Department of the Treasury and the Internal Revenue Service issued the final regulations regarding the election to exclude high-tax Global Intangible Low-Taxed Income (GILTI) from a U.S. These rules include not only the TCJA GILTI, but also the FDII and BEAT calculations as well as the legacy Subpart F, Foreign Dividends, and U.S.

Dividends 52

Dividends Treasury Start-ups Technology 52

Valutico

MAY 19, 2025

Cash & Cash Equivalents: Highly liquid assets like physical cash, bank balances, marketable securities (short-term investments easily converted to cash), a nd treasury bills. Other metrics like Price-to-Book or Dividend Yield are typically more relevant for these sectors.

EBITDA 52

EBITDA Enterprise Value Capital Structure EBIT 52

Benzinga

AUGUST 13, 2024

million of cash to common shareholders through dividends and buybacks of common shares in Q2 2024 and first half 2024, respectively. Autofleet has a robust and highly scalable fleet optimization technology platform alongside optimized mobility solutions tailored for the fleet industry. 1,522,241 80.6 77,714 5.1 % Mexico 252,573 12.8

Dividends 45

Dividends Capital Structure Finance Treasury 45

Reynolds Holding

JUNE 20, 2024

market structure, where Treasuries, options, and mutual funds already largely settle in one day. market structure, where Treasuries, options, and mutual funds already largely settle in one day. A nice benefit of going to T+1 is in the area of corporate actions, in that ex-dividend dates and record dates now are aligned on the same day.

Treasury 45

Treasury Start-ups Banking Equity 45

Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics.

Banking 52

Banking Marketability Technology Finance 52

Global Finance

JULY 24, 2024

Africa— Rand Merchant Bank On the African continent, Rand Merchant Bank (RMB) strives to exceed the expectations of its clients by combining high levels of service with an exceptional technological platform to deliver effective sub-custody solutions covering all elements of trade transactions, as well as reporting and analytics.

Banking 52

Banking Marketability Technology Finance 52

Global Finance

MAY 8, 2024

Against this inauspicious backdrop, China Construction Bank (CCB) impressed judges with an array of initiatives demonstrating innovative technological thinking and a keen eye on ESG alignment, regional development and inclusivity. Maybank’s 60 sen (about $0.13) dividend was the highest payout since the pandemic. billion in 2022.

Banking 52

Banking Dividends Start-ups Finance 52

Benzinga

APRIL 18, 2022

They will also benefit from enhanced service offerings including expanded commercial loan and treasury management solutions.". "We at March 31, 2022 as this quarter's earnings, net of dividends paid, were outpaced by the increase in accumulated other comprehensive loss. Common book value per share decreased $0.71

Banking 40

Banking Book Value Equity Intangible Assets 40

Benzinga

MAY 3, 2024

Government, including policies of the U.S. Because of these and a wide variety of other uncertainties, our actual future results may be materially different from the results indicated by these forward-looking statements.

Banking 45

Banking Marketability Dividends Treasury 45

Musings on Markets

JANUARY 9, 2021

Thus, an analyst who follows young technology companies may decide that paying ten times revenues for a company is a bargain, if all of the companies that he tracks trade at multiples greater than ten times revenues. Micro Data The focus of my data collection is understanding how companies are operating and how investors are pricing them.

Risk Premium 52

Risk Premium Market Capitalization Equity Start-ups 52

Musings on Markets

JANUARY 19, 2022

In a post at the start of 2021 , I argued that while stocks entered the year at elevated levels, especially on historic metrics (such as PE ratios), they were priced to deliver reasonable returns, relative to very low risk free rates (with the treasury bond rate at 0.93% at the start of 2021).

Risk Premium 99

Risk Premium Risk-free Rate Start-ups Equity 99

Musings on Markets

JANUARY 8, 2022

Most of the variables that I report are micro variables, relating to company choices on investing, financing and dividend policies, or to data that may be needed to value these companies. Macro Data If your end game is obtaining macroeconomic data, there are plenty of free databases that provide this information today.

Risk Premium 99

Risk Premium Start-ups Market Capitalization Corporate Finance 99

Reynolds Holding

SEPTEMBER 13, 2023

government increasingly views corporate activities involving advanced technologies as posing one of the “most direct, serious threat[s]” to the national security of the United States, thereby thrusting the private sector to the frontlines of the struggle for dominance in the new global order. DOJ prosecutors will also be watching closely.

Compliance 40

Compliance Technology Dividends Treasury 40

Musings on Markets

MAY 3, 2025

At the start of the month, as has been the case for much of the last decade, the focus was on technology, partly because of its large weight in overall equity value at the start of 2025, and partly because of the punishment meted out to tech stocks during the first quarter of the year. trillion that they lost in the first week of the month.

Marketability 95

Marketability Start-ups Treasury Risk Premium 95

Musings on Markets

MARCH 15, 2025

While there are other forces (social media, technology) at play that may explain this shift as well, the cynicism that globalization has created about the capacity to create change at home has undoubtedly contributed to the shift away from democracy.

Start-ups 131

Start-ups Risk Premium Marketability Equity 131

Reynolds Holding

JUNE 8, 2025

It also clarifies that compliant payment stablecoins are not securities and prohibits them from offering any interest or dividend payment. While these concerns echo those of other academics and previous regulators, they do not fully account for recent advances in regulation, technology, and practical adoption.

Treasury 45

Treasury Finance Compliance Banking 45

Global Finance

MAY 2, 2025

Stablecoins often act as a bridge between crypto and national currencies; they share the same underlying blockchain technology as tokens like bitcoin and Ethereum. CFOs need to start preparing now for a future where some of the functions of corporate treasury and international accounting are fulfilled on the blockchain, McLoughlin said.

Banking 84

Banking Treasury Finance Start-ups 84

Reynolds Holding

FEBRUARY 24, 2025

We covered the Financial Innovation and Technology for the 21st Century (FIT 21) Act in a prior client update. The GENIUS Act would direct the Federal Reserve and Department of Treasury to create and implement reciprocal arrangements with other jurisdictions with substantially similar regulatory regimes (e.g., Rehypothecation.

Banking 45

Banking Treasury Market Capitalization Marketability 45