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After the Recent Decline, Logan Group Company Limited (HKG:3380) Top Key Executive Hoi Pang Kei's Holdings Have Lost 14% of Their Value

After the Recent Decline, Logan Group Company Limited (HKG:3380) Top Key Executive Hoi Pang Kei's Holdings Have Lost 14% of Their Value

在最近的下跌之后,龙光集团有限公司(HKG: 3380)高管海鹏基的控股已经损失了14%的价值
Simply Wall St ·  03/07 18:56

Key Insights

关键见解

  • Significant insider control over Logan Group implies vested interests in company growth
  • Hoi Pang Kei owns 62% of the company
  • Using data from company's past performance alongside ownership research, one can better assess the future performance of a company
  • 对洛根集团的重大内部控制意味着公司增长的既得利益
  • Hoi Pang Kei 拥有该公司 62% 的股份
  • 使用公司过去业绩的数据以及所有权研究,可以更好地评估公司的未来表现

If you want to know who really controls Logan Group Company Limited (HKG:3380), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are individual insiders with 77% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

如果你想知道谁真正控制着龙光集团有限公司(HKG: 3380),那么你必须看看其股票登记处的构成。而持有最大份额的集团是拥有77%所有权的个人内部人士。也就是说,如果股票上涨,该集团将受益最大(如果出现低迷,则损失最大)。

As a result, insiders as a group endured the highest losses after market cap fell by HK$497m.

结果,在市值下降4.97亿港元之后,内部人士整体遭受了最大的损失。

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

让我们仔细看看不同类型的股东能告诉我们关于洛根集团的什么。

ownership-breakdown
SEHK:3380 Ownership Breakdown March 7th 2024
SEHK: 3380 所有权明细 2024 年 3 月 7 日

What Does The Lack Of Institutional Ownership Tell Us About Logan Group?

关于洛根集团,缺乏机构所有权告诉我们什么?

Small companies that are not very actively traded often lack institutional investors, but it's less common to see large companies without them.

交易不太活跃的小公司通常缺少机构投资者,但是没有机构投资者的大公司并不常见。

There could be various reasons why no institutions own shares in a company. Typically, small, newly listed companies don't attract much attention from fund managers, because it would not be possible for large fund managers to build a meaningful position in the company. It is also possible that fund managers don't own the stock because they aren't convinced it will perform well. Institutional investors may not find the historic growth of the business impressive, or there might be other factors at play. You can see the past revenue performance of Logan Group, for yourself, below.

没有机构拥有公司股份的原因可能多种多样。通常,小型的新上市公司不会引起基金经理的太多关注,因为大型基金经理不可能在公司中建立有意义的地位。基金经理也可能不拥有这只股票,因为他们不相信股票会表现良好。机构投资者可能不认为该业务的历史增长令人印象深刻,或者可能还有其他因素在起作用。你可以在下面亲眼看到洛根集团过去的收入表现。

earnings-and-revenue-growth
SEHK:3380 Earnings and Revenue Growth March 7th 2024
SEHK: 3380 2024 年 3 月 7 日收益和收入增长

We note that hedge funds don't have a meaningful investment in Logan Group. Our data suggests that Hoi Pang Kei, who is also the company's Top Key Executive, holds the most number of shares at 62%. When an insider holds a sizeable amount of a company's stock, investors consider it as a positive sign because it suggests that insiders are willing to have their wealth tied up in the future of the company. Meanwhile, the second and third largest shareholders, hold 15% and 0.08%, of the shares outstanding, respectively.

我们注意到,对冲基金没有对洛根集团进行有意义的投资。我们的数据显示,同时也是该公司最高主要高管的Hoi Pang Kei持有的股票数量最多,为62%。当内部人士持有公司大量股票时,投资者认为这是一个积极的信号,因为这表明内部人士愿意将自己的财富绑定在公司的未来中。同时,第二和第三大股东分别持有已发行股份的15%和0.08%。

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. While there is some analyst coverage, the company is probably not widely covered. So it could gain more attention, down the track.

虽然研究公司的机构所有权可以为您的研究增加价值,但研究分析师的建议以更深入地了解股票的预期表现也是一种好做法。尽管有一些分析师的报道,但该公司的报道可能并不广泛。因此,在未来它可能会引起更多关注。

Insider Ownership Of Logan Group

洛根集团的内部所有权

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. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

公司内部人员的定义可能是主观的,并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人内部人士,至少涵盖了董事会成员。公司管理层经营业务,但首席执行官将对董事会负责,即使他或她是董事会成员。

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.

当内部所有权表明领导层像公司的真正所有者一样思考时,内部所有权是积极的。但是,高度的内部所有权也可以赋予公司内部的一小部分人巨大的权力。在某些情况下,这可能是负面的。

Our information suggests that insiders own more than half of Logan Group Company Limited. This gives them effective control of the company. Given it has a market cap of HK$3.3b, that means they have HK$2.5b worth of shares. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

我们的信息表明,内部人士拥有洛根集团有限公司一半以上的股份。这使他们能够有效控制公司。鉴于其市值为33亿港元,这意味着他们拥有价值25亿港元的股票。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在买入。

General Public Ownership

一般公有制

The general public-- including retail investors -- own 23% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

包括散户投资者在内的公众拥有该公司23%的股份,因此不容易被忽视。尽管这个团体不一定能做主,但它肯定会对公司的运营方式产生真正的影响。

Next Steps:

后续步骤:

I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Case in point: We've spotted 2 warning signs for Logan Group you should be aware of.

我觉得看看究竟谁拥有一家公司非常有趣。但是,要真正获得见解,我们还需要考虑其他信息。一个很好的例子:我们已经发现了洛根集团的两个警告信号,你应该注意。

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

归根结底,未来是最重要的。您可以访问这份关于公司分析师预测的免费报告。

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.

注意:本文中的数字是使用过去十二个月的数据计算得出的,这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年度报告数据不一致。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.

对这篇文章有反馈吗?对内容感到担忧?直接联系我们。 或者,给编辑团队 (at) simplywallst.com 发送电子邮件。
Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

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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