share_log

Agile Group Holdings Limited's (HKG:3383) Last Week's 25% Decline Must Have Disappointed Private Companies Who Have a Significant Stake

Agile Group Holdings Limited's (HKG:3383) Last Week's 25% Decline Must Have Disappointed Private Companies Who Have a Significant Stake

雅居乐集团控股有限公司(HKG: 3383)上周的25%跌幅一定让持有大量股份的私营公司感到失望
Simply Wall St ·  05/24 19:11

Key Insights

关键见解

  • The considerable ownership by private companies in Agile Group Holdings indicates that they collectively have a greater say in management and business strategy
  • The top 2 shareholders own 55% of the company
  • Ownership research along with analyst forecasts data help provide a good understanding of opportunities in a stock
  • 私营公司在敏捷集团控股公司拥有大量所有权,这表明他们在管理和业务战略方面集体拥有更大的发言权
  • 前两名股东拥有公司55%的股份
  • 所有权研究以及分析师预测数据有助于更好地了解股票的机会

If you want to know who really controls Agile Group Holdings Limited (HKG:3383), 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 private companies with 49% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

如果你想知道谁真正控制着雅居乐集团控股有限公司(HKG: 3383),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49%所有权的私营公司。换句话说,该集团将从对公司的投资中获得最多(或损失最大)。

And last week, private companies endured the biggest losses as the stock fell by 25%.

上周,私营公司遭受了最大的损失,股价下跌了25%。

In the chart below, we zoom in on the different ownership groups of Agile Group Holdings.

在下图中,我们放大了敏捷集团控股的不同所有权组。

ownership-breakdown
SEHK:3383 Ownership Breakdown May 24th 2024
SEHK: 3383 所有权明细 2024 年 5 月 24 日

What Does The Institutional Ownership Tell Us About Agile Group Holdings?

关于敏捷集团的控股,机构所有权告诉我们什么?

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.

机构在向自己的投资者报告时通常会根据基准来衡量自己,因此,一旦股票被纳入主要指数,他们通常会对股票更加热情。我们预计大多数公司都会有一些机构在册,尤其是在它们正在成长的情况下。

Less than 5% of Agile Group Holdings is held by institutional investors. This suggests that some funds have the company in their sights, but many have not yet bought shares in it. If the business gets stronger from here, we could see a situation where more institutions are keen to buy. It is not uncommon to see a big share price rise if multiple institutional investors are trying to buy into a stock at the same time. So check out the historic earnings trajectory, below, but keep in mind it's the future that counts most.

机构投资者持有雅居乐集团持有的股份不到5%。这表明一些基金将目光投向了该公司,但许多基金尚未购买该公司的股票。如果业务从此变得更加强大,我们可能会看到更多机构热衷于收购的情况。如果多个机构投资者试图同时买入股票,股价大幅上涨的情况并不少见。因此,请查看下面的历史收益轨迹,但请记住,最重要的是未来。

earnings-and-revenue-growth
SEHK:3383 Earnings and Revenue Growth May 24th 2024
SEHK: 3383 收益和收入增长 2024 年 5 月 24 日

We note that hedge funds don't have a meaningful investment in Agile Group Holdings. Top Coast Investment Limited is currently the largest shareholder, with 49% of shares outstanding. Sze Long Chen is the second largest shareholder owning 6.1% of common stock, and Zhuo Lin Chen holds about 2.6% of the company stock. Zhuo Lin Chen, who is the third-largest shareholder, also happens to hold the title of Chairman of the Board.

我们注意到,对冲基金没有对敏捷集团控股公司进行有意义的投资。Top Coast Investment Limited目前是最大股东,已发行股份的49%。陈思龙是第二大股东,拥有6.1%的普通股,卓林陈持有公司约2.6%的股份。作为第三大股东的陈卓琳也恰好拥有董事会主席的头衔。

After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.

在进一步挖掘之后,我们发现前两位股东共同控制了公司一半以上的股份,这意味着他们拥有影响公司决策的巨大权力。

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 plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.

研究机构所有权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目的。有很多分析师在报道该股,因此可能也值得一看他们的预测。

Insider Ownership Of Agile Group Holdings

雅居乐集团控股公司的内部所有权

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

尽管内部人士的确切定义可能是主观的,但几乎每个人都认为董事会成员是内部人士。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。

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.

我通常认为内部所有权是一件好事。但是,在某些情况下,这使其他股东更难追究董事会对决策的责任。

Shareholders would probably be interested to learn that insiders own shares in Agile Group Holdings Limited. As individuals, the insiders collectively own HK$324m worth of the HK$3.5b company. This shows at least some alignment. You can click here to see if those insiders have been buying or selling.

股东们可能会有兴趣得知内部人士拥有雅居乐集团控股有限公司的股份。作为个人,内部人士共同拥有这家35亿港元公司价值3.24亿港元的股份。这至少显示出一定的对齐性。你可以点击这里查看这些内部人士是否在买入或卖出。

General Public Ownership

一般公有制

The general public, who are usually individual investors, hold a 37% stake in Agile Group Holdings. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.

公众通常是个人投资者,持有敏捷集团控股37%的股份。尽管这种所有权规模可能不足以影响对他们有利的政策决定,但它们仍然可以对公司政策产生集体影响。

Private Company Ownership

私人公司所有权

It seems that Private Companies own 49%, of the Agile Group Holdings stock. 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.

私人公司似乎拥有敏捷集团控股49%的股份。仅凭这一事实很难得出任何结论,因此值得研究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对上市公司的股份拥有权益。

Next Steps:

后续步骤:

It's always worth thinking about the different groups who own shares in a company. But to understand Agile Group Holdings better, we need to consider many other factors. For instance, we've identified 3 warning signs for Agile Group Holdings (2 are a bit unpleasant) that you should be aware of.

拥有公司股份的不同群体总是值得考虑的。但是,为了更好地了解敏捷集团的控股情况,我们需要考虑许多其他因素。例如,我们已经确定了敏捷集团控股的3个警告信号(2个有点不愉快),你应该注意这些信号。

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.

但归根结底,决定这家企业所有者的表现的是未来,而不是过去。因此,我们认为最好看一下这份免费报告,该报告显示了分析师是否预测了更光明的未来。

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
    抢沙发