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What You Need To Know About Vitasoy International Holdings Limited's (HKG:345) Investor Composition

What You Need To Know About Vitasoy International Holdings Limited's (HKG:345) Investor Composition

你需要了解维他奶国际控股有限公司(HKG:345)的投资者构成
Simply Wall St ·  2022/07/05 01:20

Every investor in Vitasoy International Holdings Limited (HKG:345) should be aware of the most powerful shareholder groups. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies. I quite like to see at least a little bit of insider ownership. As Charlie Munger said 'Show me the incentive and I will show you the outcome.

维他奶国际控股有限公司(HKG:345)的每一位投资者都应该知道最强大的股东群体。机构通常持有较成熟公司的股票,而内部人士拥有相当一部分较小公司的情况并不少见。我非常希望看到至少有一点内部人持股。正如查理·芒格所说,给我看激励措施,我就会告诉你结果。

Vitasoy International Holdings has a market capitalization of HK$14b, so we would expect some institutional investors to have noticed the stock. Our analysis of the ownership of the company, below, shows that institutions are noticeable on the share registry. Let's take a closer look to see what the different types of shareholders can tell us about Vitasoy International Holdings.

维他奶国际控股的市值为140亿港元,因此我们预计一些机构投资者已经注意到了这只股票。我们对公司所有权的分析如下所示,机构在股票登记处是显而易见的。让我们仔细看看不同类型的股东能告诉我们关于Vitasoy International Holdings的什么。

Check out our latest analysis for Vitasoy International Holdings

查看我们对Vitasoy International Holdings的最新分析

SEHK:345 Ownership Breakdown July 5th 2022
联交所:345拥有权分类2022年7月5日

What Does The Institutional Ownership Tell Us About Vitasoy International Holdings?

关于Vitasoy International Holdings,机构持股告诉了我们什么?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

机构通常在向自己的投资者报告时,以基准来衡量自己,因此一旦一只股票被纳入主要指数,它们往往会对这只股票变得更加热情。我们预计,大多数公司都会有一些机构登记在册,特别是在它们正在增长的情况下。

As you can see, institutional investors have a fair amount of stake in Vitasoy International Holdings. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Vitasoy International Holdings' earnings history below. Of course, the future is what really matters.

如你所见,机构投资者在Vitasoy International Holdings拥有相当数量的股份。这表明在专业投资者中有一定的可信度。但我们不能仅仅依靠这一事实,因为机构有时会做出糟糕的投资,就像每个人一样。如果多家机构同时改变对一只股票的看法,你可能会看到股价迅速下跌。因此,值得看看下面Vitasoy International Holdings的盈利历史。当然,未来才是真正重要的。

SEHK:345 Earnings and Revenue Growth July 5th 2022
联交所:345盈利及收入增长2022年7月5日

Vitasoy International Holdings is not owned by hedge funds. The company's largest shareholder is First Sentier Investors (Australia) IM Ltd, with ownership of 18%. With 9.1% and 6.8% of the shares outstanding respectively, Yau-lai Lo and K. S. Lo Foundation, Endowment Arm are the second and third largest shareholders. Yau-lai Lo, who is the second-largest shareholder, also happens to hold the title of Top Key Executive. In addition, we found that Roberto Guidetti, the CEO has 0.5% of the shares allocated to their name.

Vitasoy International Holdings并非由对冲基金所有。该公司最大股东为First Sentier Investors(Australia)IM Ltd,持股18%。分别占已发行股份9.1%及6.8%的罗友礼及罗康瑞基金分别为第二及第三大股东。作为第二大股东的罗友来,也恰好拥有顶级高管的头衔。此外,我们发现,首席执行官罗伯托·吉迪蒂有0.5%的股份分配给他们的名字。

We did some more digging and found that 8 of the top shareholders account for roughly 52% of the register, implying that along with larger shareholders, there are a few smaller shareholders, thereby balancing out each others interests somewhat.

我们做了更多的挖掘,发现大股东中有8个约占登记的52%,这意味着除了大股东外,还有一些小股东,从而在一定程度上平衡了彼此的利益。

Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

研究机构持股是衡量和筛选股票预期表现的好方法。通过研究分析师的情绪,也可以达到同样的效果。有相当数量的分析师追踪该股,因此了解他们对未来的总体看法可能是有用的。

Insider Ownership Of Vitasoy International Holdings

Vitasoy International Holdings的内部人士所有权

The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

公司内部人的定义可能是主观的,而且在不同的司法管辖区之间确实有所不同。我们的数据反映了个别内部人士,至少捕捉到了董事会成员。管理层最终要向董事会负责。然而,经理人担任执行董事会成员并不少见,尤其是如果他们是创始人或首席执行官的话。

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

我通常认为内部人持股是一件好事。然而,在某些情况下,这会让其他股东更难让董事会对决策负责。

Our most recent data indicates that insiders own a reasonable proportion of Vitasoy International Holdings Limited. It is very interesting to see that insiders have a meaningful HK$2.6b stake in this HK$14b business. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

我们最新的数据显示,内部人士持有维他奶国际控股有限公司相当比例的股份。非常有趣的是,内部人士在这项140亿港元的业务中持有26亿港元的有意义的股份。很高兴看到这样的投资水平。你可以在这里查看这些内部人士最近是否一直在买入。

General Public Ownership

一般公有制

With a 28% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Vitasoy International Holdings. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

拥有28%股权的普通公众,主要由个人投资者组成,对维他奶国际控股公司有一定程度的影响力。虽然这群人不一定能发号施令,但它肯定能对公司的运营方式产生真正的影响。

Private Company Ownership

私营公司所有权

Our data indicates that Private Companies hold 4.6%, of the company's shares. It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company.

我们的数据显示,私营公司持有该公司4.6%的股份。仅从这一事实很难得出任何结论,因此值得调查一下谁拥有这些私营公司。有时,内部人士或其他关联方通过一家独立的私人公司拥有上市公司的股份。

Next Steps:

接下来的步骤:

While it is well worth considering the different groups that own a company, there are other factors that are even more important.

虽然考虑拥有一家公司的不同集团是很值得的,但还有其他更重要的因素。

I always like to check for a history of revenue growth. You can too, by accessing this free chart of historic revenue and earnings in this detailed graph.

我总是喜欢找一个收入增长的历史。你也可以,通过访问这张免费的历史收入和收益图表详细图表.

If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.

如果你像我一样,你可能会想一想这家公司是会增长还是会萎缩。幸运的是,您可以查看这份显示分析师对其未来预测的免费报告。

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

注:本文中的数字是使用过去12个月的数据计算的,指的是截至财务报表日期的最后一个月的12个月期间。这可能与全年的年度报告数字不一致。

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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本文由Simply Wall St.撰写,具有概括性。我们仅使用不偏不倚的方法提供基于历史数据和分析师预测的评论,我们的文章并不打算作为财务建议。它不构成买卖任何股票的建议,也没有考虑你的目标或你的财务状况。我们的目标是为您带来由基本面数据驱动的长期重点分析。请注意,我们的分析可能不会将最新的对价格敏感的公司公告或定性材料考虑在内。Simply Wall St.对上述任何一只股票都没有持仓。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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