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Following a 77% Decline Over Last Year, Recent Gains May Please Skillsoft Corp. (NYSE:SKIL) Institutional Owners

Following a 77% Decline Over Last Year, Recent Gains May Please Skillsoft Corp. (NYSE:SKIL) Institutional Owners

继去年下降77%之后,最近的涨势可能会令Skillsoft Corp.(纽约证券交易所代码:SKIL)机构所有者满意
Simply Wall St ·  2023/01/12 06:20

To get a sense of who is truly in control of Skillsoft Corp. (NYSE:SKIL), it is important to understand the ownership structure of the business. The group holding the most number of shares in the company, around 37% to be precise, is institutions. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

要想弄清楚谁真正控制了斯基尔软公司(纽约证券交易所代码:SKIL),了解该公司的所有权结构是很重要的。持有该公司股份最多的集团,准确地说约为37%,是机构。换句话说,该集团将从他们对公司的投资中获得最大(或损失最大)。

Last week's US$58m market cap gain would probably be appreciated by institutional investors, especially after a year of 77% losses.

上周5800万美元的市值增长可能会受到机构投资者的赞赏,特别是在经历了77%的亏损之后。

Let's take a closer look to see what the different types of shareholders can tell us about Skillsoft.

让我们仔细看看不同类型的股东可以告诉我们什么关于斯基尔软。

See our latest analysis for Skillsoft

查看我们对Skill soft的最新分析

ownership-breakdown
NYSE:SKIL Ownership Breakdown January 12th 2023
纽约证券交易所:Skil所有权明细2023年1月12日

What Does The Institutional Ownership Tell Us About Skillsoft?

机构所有权告诉了我们关于斯基尔软的什么信息?

Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.

机构投资者通常将自己的回报与经常跟踪的指数的回报进行比较。因此,他们通常确实会考虑收购被纳入相关基准指数的较大公司。

We can see that Skillsoft does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Skillsoft, (below). Of course, keep in mind that there are other factors to consider, too.

我们可以看到,斯基尔软确实有机构投资者;他们持有该公司很大一部分股票。这可以表明该公司在投资界具有一定的公信力。然而,最好警惕依赖机构投资者带来的所谓验证。他们也一样,有时也会犯错。如果两个大型机构投资者试图同时抛售一只股票,股价大幅下跌的情况并不少见。因此,我们有必要看看斯基尔软过去的盈利轨迹(见下图)。当然,请记住,还有其他因素需要考虑。

earnings-and-revenue-growth
NYSE:SKIL Earnings and Revenue Growth January 12th 2023
纽约证券交易所:Skil收益和收入增长2023年1月12日

Skillsoft is not owned by hedge funds. Our data shows that Naspers Limited is the largest shareholder with 37% of shares outstanding. In comparison, the second and third largest shareholders hold about 5.4% and 4.7% of the stock.

斯基尔软并非由对冲基金所有。我们的数据显示,Naspers Limited是最大股东,持有37%的流通股。相比之下,第二大和第三大股东分别持有约5.4%和4.7%的股份。

Our research also brought to light the fact that roughly 51% of the company is controlled by the top 4 shareholders suggesting that these owners wield significant influence on the business.

我们的研究还揭示了这样一个事实,即公司约51%的股份由前4名股东控制,这表明这些所有者对业务具有重大影响。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

虽然研究一家公司的机构持股可以增加你的研究价值,但研究分析师的建议以更深入地了解一只股票的预期表现也是一个很好的做法。相当多的分析师追踪这只股票,所以你可以很容易地研究预测增长。

Insider Ownership Of Skillsoft

斯基尔软的内部人所有权

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. 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.

尽管对内部人的准确定义可能是主观的,但几乎每个人都认为董事会成员是内部人。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。

Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.

内部人持股是积极的,当它标志着领导层像公司的真正所有者一样思考时。然而,高内部人持股也可以给公司内部的一个小团体带来巨大的权力。在某些情况下,这可能是负面的。

Shareholders would probably be interested to learn that insiders own shares in Skillsoft Corp.. In their own names, insiders own US$22m worth of stock in the US$288m company. It is good to see some investment by insiders, but it might be worth checking if those insiders have been buying.

股东们可能会有兴趣了解到,内部人士持有斯基尔软公司的股票。内部人士以自己的名义持有这家市值2.88亿美元的公司价值2200万美元的股票。看到内部人士进行一些投资是好事,但可能值得检查一下这些内部人士是否一直在买入。

General Public Ownership

一般公有制

The general public-- including retail investors -- own 15% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

包括散户投资者在内的普通公众持有该公司15%的股份,因此不能轻易忽视。这种规模的所有权虽然可观,但如果决策与其他大股东不同步,可能不足以改变公司政策。

Public Company Ownership

上市公司所有权

Public companies currently own 37% of Skillsoft stock. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further.

上市公司目前持有Skill soft 37%的股份。这可能是一种战略利益,两家公司可能有相关的商业利益。这可能是因为它们已经解体。这一持股可能值得进一步调查。

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. Be aware that Skillsoft is showing 3 warning signs in our investment analysis , you should know about...

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。请注意,Skill Soft正在展示我们的投资分析中的3个警告信号,你应该知道关于……

But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.

但最终这就是未来,而不是过去,这将决定这家企业的所有者将做得多好。因此,我们认为,看看这份免费报告是明智的,它显示了分析师是否预测到了更光明的未来。

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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