share_log

Retail Investors Are Hutchison Port Holdings Trust's (SGX:NS8U) Biggest Owners and Were Hit After Market Cap Dropped US$52m

Retail Investors Are Hutchison Port Holdings Trust's (SGX:NS8U) Biggest Owners and Were Hit After Market Cap Dropped US$52m

散户投资者是和记港口控股信托基金(SGX: NS8U)的最大所有者,在市值下跌5200万美元后受到打击
Simply Wall St ·  2023/05/26 06:19

Key Insights

关键见解

  • Hutchison Port Holdings Trust's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public
  • A total of 6 investors have a majority stake in the company with 50% ownership
  • Institutional ownership in Hutchison Port Holdings Trust is 10%
  • 和记港口控股信托基金的大量散户投资者所有权表明,关键决策受到广大公众股东的影响
  • 共有6位投资者持有该公司的多数股权,所有权为50%
  • 和记港口控股信托基金的机构所有权为10%

To get a sense of who is truly in control of Hutchison Port Holdings Trust (SGX:NS8U), it is important to understand the ownership structure of the business. We can see that retail investors own the lion's share in the company with 45% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

要了解谁真正控制着和记港口控股信托(SGX: NS8U),了解企业的所有权结构非常重要。我们可以看到,散户投资者拥有该公司的大部分股份,拥有45%的所有权。也就是说,如果股票上涨,该集团将受益最大(如果出现下跌,则损失最大)。

And last week, retail investors endured the biggest losses as the stock fell by 3.2%.

上周,散户投资者遭受了最大的损失,该股下跌了3.2%。

Let's delve deeper into each type of owner of Hutchison Port Holdings Trust, beginning with the chart below.

让我们从下图开始,深入研究和记港口控股信托的每种类型的所有者。

View our latest analysis for Hutchison Port Holdings Trust

查看我们对和记港口控股信托的最新分析

ownership-breakdown
SGX:NS8U Ownership Breakdown May 25th 2023
新加坡交易所:NS8U 所有权明细 2023 年 5 月 25 日

What Does The Institutional Ownership Tell Us About Hutchison Port Holdings Trust?

关于和记港口控股信托基金,机构所有权告诉我们什么?

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常见指数的回报进行比较。因此,他们通常会考虑收购相关基准指数中包含的大型公司。

Hutchison Port Holdings Trust already has institutions on the share registry. Indeed, they own a respectable stake in the company. 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. 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 Hutchison Port Holdings Trust, (below). Of course, keep in mind that there are other factors to consider, too.

和记港口控股信托基金的股票登记处已经有机构。事实上,他们拥有该公司可观的股份。这表明专业投资者有一定的信誉。但是我们不能仅仅依靠这一事实,因为机构有时会像所有人一样进行不良投资。如果两个大型机构投资者试图同时卖出一只股票,股价大幅下跌的情况并不少见。因此,值得查看和记黄埔港口控股信托基金过去的收益轨迹(见下文)。当然,请记住,还有其他因素需要考虑。

earnings-and-revenue-growth
SGX:NS8U Earnings and Revenue Growth May 25th 2023
新加坡交易所:NS8U 收益和收入增长 2023 年 5 月 25 日

We note that hedge funds don't have a meaningful investment in Hutchison Port Holdings Trust. Looking at our data, we can see that the largest shareholder is CK Hutchison Holdings Limited with 30% of shares outstanding. For context, the second largest shareholder holds about 14% of the shares outstanding, followed by an ownership of 2.0% by the third-largest shareholder.

我们注意到,对冲基金没有对和记港口控股信托进行有意义的投资。从我们的数据来看,我们可以看到最大股东是长江和记控股有限公司,已发行股份的30%。就上下文而言,第二大股东持有约14%的已发行股份,其次是第三大股东拥有2.0%的所有权。

We did some more digging and found that 6 of the top shareholders account for roughly 50% of the register, implying that along with larger shareholders, there are a few smaller shareholders, thereby balancing out each others interests somewhat.

我们做了进一步的挖掘,发现大股东中有6人约占登记册的50%,这意味着除了较大的股东外,还有一些较小的股东,从而在一定程度上平衡了彼此的利益。

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

虽然研究公司的机构所有权数据是有意义的,但研究分析师的情绪以了解风向哪个方向吹来也是有意义的。有相当数量的分析师在报道该股,因此了解他们对未来的总体看法可能很有用。

Insider Ownership Of Hutchison Port Holdings Trust

和记港口控股信托的内部所有权

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。

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 data suggests that insiders own under 1% of Hutchison Port Holdings Trust in their own names. But they may have an indirect interest through a corporate structure that we haven't picked up on. Keep in mind that it's a big company, and the insiders own US$495k worth of shares. The absolute value might be more important than the proportional share. It is always good to see at least some insider ownership, but it might be worth checking if those insiders have been selling.

我们的数据表明,内部人士以自己的名义拥有和记港口控股信托基金不到1%的股份。但是他们可能通过我们尚未了解的公司结构产生间接利益。请记住,这是一家大公司,内部人士拥有价值49.5万美元的股票。绝对值可能比比例份额更重要。看到至少有一些内部所有权总是好事,但可能值得检查一下这些内部人士是否在出售。

General Public Ownership

一般公有制

With a 45% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Hutchison Port Holdings Trust. 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.

公众拥有45%的所有权,主要由个人投资者组成,对和记港口控股信托有一定程度的影响力。尽管这种所有权规模可能不足以使政策决定对他们有利,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 14%, of the Hutchison Port Holdings Trust stock. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.

看来私营公司拥有和记港口控股信托基金14%的股份。私人公司可能是关联方。有时,内部人士通过控股私营公司而不是以个人身份对上市公司感兴趣。虽然很难得出任何广泛的中风结论,但值得注意的是,这是一个需要进一步研究的领域。

Public Company Ownership

上市公司所有权

Public companies currently own 30% of Hutchison Port Holdings Trust stock. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together.

上市公司目前拥有和记港口控股信托基金30%的股份。我们无法确定,但这很可能是战略利益。这些企业可能相似,也可能共同合作。

Next Steps:

后续步骤:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. Case in point: We've spotted 3 warning signs for Hutchison Port Holdings Trust you should be aware of, and 1 of them shouldn't be ignored.

虽然值得考虑拥有公司的不同群体,但还有其他更为重要的因素。一个很好的例子:我们发现了 和记港口控股信托基金有 3 个警告信号 你应该知道,其中一个不应该被忽视。

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 这是未来,而不是过去,这将决定这家企业的所有者的表现如何。因此,我们认为最好看一下这份免费报告,该报告显示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?担心内容吗? 取得联系 直接和我们在一起。 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,也没有考虑您的目标或财务状况。我们的目标是为您提供由基本面数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。简而言之,华尔街在上述任何股票中都没有头寸。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发