3 ASX Stocks in Focus as Shareholder Revolt, AGM Changes and Dividend Updates Shape Market News

Highlights:

• A media group's shareholders handed it a first strike, with 34.39% of votes cast against its remuneration report.

• A data centre operator moved its 20 November AGM to a Sydney hotel and withdrew two resolutions.

• A global packaging company set a quarterly dividend of USD 0.66 per CDI, equal to AU$0.94 for most holders.

Introduction

Corporate announcements on 5 and 6 November 2026 covered shareholder dissent, meeting logistics and income payments. Each is a reminder that governance and cash returns matter as much as earnings headlines.

Stocks in Focus

• Nine Entertainment Co. Holdings Limited (ASX: NEC) last traded at AU$0.815, up AU$0.085, or 11.643%.

• NEXTDC Limited (ASX: NXT) last traded at AU$10.400, up AU$0.550, or 5.583%.

• Amcor PLC (ASX: AMC) last traded at AU$65.010, up AU$2.900, or 4.669%.

Nine Entertainment: First Strike on Pay

At its Annual General Meeting on 6 November 2026, Nine reported that the remuneration report drew 34.39% against, triggering a first strike under the Corporations Act. Both CEO performance rights grants passed, with about 73.5% and 74.7% in favour, and every other resolution was carried. The company also reaffirmed that it expects FY27 pro forma revenue and EBITDA growth, weighted to the second half. It lifted its annualised savings target to at least AU$180m, although first-quarter Total TV revenue fell 6%.

NEXTDC: New Venue, Same Date

On 6 November 2026, NEXTDC announced that its FY26 AGM, set for 11:00am AEDT on 20 November 2026, will now be held at the Hilton Sydney, 488 George Street. The original venue was Artarmon. The date, time and online access are unchanged, but resolutions 5 and 7 have been withdrawn, as flagged on 26 October. Because of strong interest, the company may limit visitor numbers. It asks those planning to attend in person to pre-register by 11:00am AEDT on 18 November 2026.

Amcor: Unfranked Quarterly Dividend

On 5 November 2026, Amcor declared an ordinary dividend of USD 0.66 per CDI for the quarter ending 30 September 2026. This equals AU$0.94 at an exchange rate of 0.7034. The ex-date is 24 November, the record date is 25 November, and payment is due on 16 December 2026. The dividend is fully unfranked. CDI holders in New Zealand receive payment in NZD by default, while others receive AUD. Holders can elect another currency through Computershare by 5:00pm on 25 November 2026.

Conclusion

From a pay protest to a venue change and a scheduled payout, these updates show how much shareholders need to track beyond share prices. Investors should check each company's official announcements before acting on any of these dates.

Note: All data presented is based on information available at the time of writing.

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