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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

你需要了解維他奶國際控股有限公司(HKG:345)的投資者構成
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.

維他奶國際控股有限公司(HKG:345)的每一位投資者都應該知道最強大的股東羣體。機構通常持有較成熟公司的股票,而內部人士擁有相當一部分較小公司的情況並不少見。我非常希望看到至少有一點內部人持股。正如查理·芒格所説,給我看激勵措施,我就會告訴你結果。

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.

維他奶國際控股的市值為140億港元,因此我們預計一些機構投資者已經注意到了這隻股票。我們對公司所有權的分析如下所示,機構在股票登記處是顯而易見的。讓我們仔細看看不同類型的股東能告訴我們關於Vitasoy International Holdings的什麼。

Check out our latest analysis for Vitasoy International Holdings

查看我們對Vitasoy International Holdings的最新分析

SEHK:345 Ownership Breakdown July 5th 2022
聯交所:345擁有權分類2022年7月5日

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

關於Vitasoy International Holdings,機構持股告訴了我們什麼?

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.

機構通常在向自己的投資者報告時,以基準來衡量自己,因此一旦一隻股票被納入主要指數,它們往往會對這隻股票變得更加熱情。我們預計,大多數公司都會有一些機構登記在冊,特別是在它們正在增長的情況下。

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.

如你所見,機構投資者在Vitasoy International Holdings擁有相當數量的股份。這表明在專業投資者中有一定的可信度。但我們不能僅僅依靠這一事實,因為機構有時會做出糟糕的投資,就像每個人一樣。如果多家機構同時改變對一隻股票的看法,你可能會看到股價迅速下跌。因此,值得看看下面Vitasoy International Holdings的盈利歷史。當然,未來才是真正重要的。

SEHK:345 Earnings and Revenue Growth July 5th 2022
聯交所:345盈利及收入增長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並非由對衝基金所有。該公司最大股東為First Sentier Investors(Australia)IM Ltd,持股18%。分別佔已發行股份9.1%及6.8%的羅友禮及羅康瑞基金分別為第二及第三大股東。作為第二大股東的羅友來,也恰好擁有頂級高管的頭銜。此外,我們發現,首席執行官羅伯託·吉迪蒂有0.5%的股份分配給他們的名字。

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.

我們做了更多的挖掘,發現大股東中有8個約佔登記的52%,這意味着除了大股東外,還有一些小股東,從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.

研究機構持股是衡量和篩選股票預期表現的好方法。通過研究分析師的情緒,也可以達到同樣的效果。有相當數量的分析師追蹤該股,因此瞭解他們對未來的總體看法可能是有用的。

Insider Ownership Of Vitasoy International Holdings

Vitasoy International Holdings的內部人士所有權

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.

公司內部人的定義可能是主觀的,而且在不同的司法管轄區之間確實有所不同。我們的數據反映了個別內部人士,至少捕捉到了董事會成員。管理層最終要向董事會負責。然而,經理人擔任執行董事會成員並不少見,尤其是如果他們是創始人或首席執行官的話。

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.

我通常認為內部人持股是一件好事。然而,在某些情況下,這會讓其他股東更難讓董事會對決策負責。

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.

我們最新的數據顯示,內部人士持有維他奶國際控股有限公司相當比例的股份。非常有趣的是,內部人士在這項140億港元的業務中持有26億港元的有意義的股份。很高興看到這樣的投資水平。你可以在這裏查看這些內部人士最近是否一直在買入。

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.

擁有28%股權的普通公眾,主要由個人投資者組成,對維他奶國際控股公司有一定程度的影響力。雖然這羣人不一定能發號施令,但它肯定能對公司的運營方式產生真正的影響。

Private Company Ownership

私營公司所有權

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.

我們的數據顯示,私營公司持有該公司4.6%的股份。僅從這一事實很難得出任何結論,因此值得調查一下誰擁有這些私營公司。有時,內部人士或其他關聯方通過一家獨立的私人公司擁有上市公司的股份。

Next Steps:

接下來的步驟:

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

雖然考慮擁有一家公司的不同集團是很值得的,但還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.

我總是喜歡找一個收入增長的歷史。你也可以,通過訪問這張免費的歷史收入和收益圖表詳細圖表.

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.

如果你像我一樣,你可能會想一想這家公司是會增長還是會萎縮。幸運的是,您可以查看這份顯示分析師對其未來預測的免費報告。

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:本文中的數字是使用過去12個月的數據計算的,指的是截至財務報表日期的最後一個月的12個月期間。這可能與全年的年度報告數字不一致。

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.

對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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