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Public Companies Among Cheetah Mobile Inc.'s (NYSE:CMCM) Largest Shareholders, Saw Gain in Holdings Value After Stock Jumped 48% Last Week

Public Companies Among Cheetah Mobile Inc.'s (NYSE:CMCM) Largest Shareholders, Saw Gain in Holdings Value After Stock Jumped 48% Last Week

獵豹移動公司中的上市公司。”上週股價上漲48%後,s(紐約證券交易所代碼:CMCM)的最大股東的持股價值有所上漲
Simply Wall St ·  05/22 18:27

Key Insights

關鍵見解

  • Cheetah Mobile's significant public companies ownership suggests that the key decisions are influenced by shareholders from the larger public
  • A total of 2 investors have a majority stake in the company with 61% ownership
  • Past performance of a company along with ownership data serve to give a strong idea about prospects for a business
  • 獵豹移動擁有大量上市公司所有權,這表明關鍵決策受廣大公衆股東的影響
  • 共有2名投資者持有該公司的多數股權,擁有61%的所有權
  • 公司過去的表現以及所有權數據可以使人們對企業前景有一個很好的了解

Every investor in Cheetah Mobile Inc. (NYSE:CMCM) should be aware of the most powerful shareholder groups. With 61% stake, public companies possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

獵豹移動公司(紐約證券交易所代碼:CMCM)的每位投資者都應該知道最強大的股東群體。上市公司擁有61%的股份,是公司的最大股份。也就是說,如果股價上漲,該集團將受益最大(如果股價下跌,則損失最大)。

Clearly, public companies benefitted the most after the company's market cap rose by US$59m last week.

顯然,在上週上市公司的市值上漲了5900萬美元之後,上市公司受益最大。

In the chart below, we zoom in on the different ownership groups of Cheetah Mobile.

在下圖中,我們放大了獵豹移動的不同所有權組。

ownership-breakdown
NYSE:CMCM Ownership Breakdown May 22nd 2024
紐約證券交易所:CMCM 所有權明細 2024 年 5 月 22 日

What Does The Lack Of Institutional Ownership Tell Us About Cheetah Mobile?

關於獵豹移動,缺乏機構所有權告訴我們什麼?

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

交易不太活躍的小公司通常缺少機構投資者,但是沒有機構投資者的大公司並不常見。

There are many reasons why a company might not have any institutions on the share registry. It may be hard for institutions to buy large amounts of shares, if liquidity (the amount of shares traded each day) is low. If the company has not needed to raise capital, institutions might lack the opportunity to build a position. On the other hand, it's always possible that professional investors are avoiding a company because they don't think it's the best place for their money. Cheetah Mobile might not have the sort of past performance institutions are looking for, or perhaps they simply have not studied the business closely.

公司在股票登記處可能沒有任何機構的原因有很多。如果流動性(每天交易的股票數量)低,機構可能很難購買大量股票。如果公司不需要籌集資金,機構可能缺乏建立立場的機會。另一方面,專業投資者總是有可能避開一家公司,因爲他們認爲這不是賺錢的最佳去處。Cheetah Mobile可能沒有機構想要的那種過去的業績,或者他們可能根本沒有仔細研究該業務。

earnings-and-revenue-growth
NYSE:CMCM Earnings and Revenue Growth May 22nd 2024
紐約證券交易所:CMCM收益和收入增長 2024年5月22日

Cheetah Mobile is not owned by hedge funds. The company's largest shareholder is Kingsoft Corporation Limited, with ownership of 45%. With 16% and 8.1% of the shares outstanding respectively, Tencent Holdings Limited and Sheng Fu are the second and third largest shareholders. Sheng Fu, who is the third-largest shareholder, also happens to hold the title of Chairman of the Board.

獵豹移動不歸對沖基金所有。該公司的最大股東是金山集團有限公司,所有權爲45%。騰訊控股有限公司和盛富分別擁有16%和8.1%的已發行股份,是第二和第三大股東。作爲第三大股東的傅盛也恰好擁有董事會主席的頭銜。

A more detailed study of the shareholder registry showed us that 2 of the top shareholders have a considerable amount of ownership in the company, via their 61% stake.

對股東登記冊的更詳細研究表明,前兩名股東通過其61%的股份擁有公司的大量所有權。

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. As far as we can tell there isn't analyst coverage of the company, so it is probably flying under the radar.

研究機構所有權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目的。據我們所知,沒有分析師對該公司進行報道,因此它可能處於雷達之下。

Insider Ownership Of Cheetah Mobile

獵豹移動的內部所有權

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. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.

公司內部人員的定義可能是主觀的,並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人內部人士,至少涵蓋了董事會成員。公司管理層對董事會負責,後者應代表股東的利益。值得注意的是,有時高層管理人員自己也是董事會成員。

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.

當內部所有權表明領導層像公司的真正所有者一樣思考時,內部所有權是積極的。但是,高度的內部所有權也可以賦予公司內部的一小部分人巨大的權力。在某些情況下,這可能是負面的。

Our most recent data indicates that insiders own some shares in Cheetah Mobile Inc.. In their own names, insiders own US$15m worth of stock in the US$182m company. It is good to see some investment by insiders, but we usually like to see higher insider holdings. It might be worth checking if those insiders have been buying.

我們最新的數據表明,內部人士擁有獵豹移動公司的部分股份。內部人士以自己的名義擁有這家價值1.82億美元的公司價值1500萬美元的股票。很高興看到內部人士進行一些投資,但我們通常希望看到更多的內部持有量。可能值得檢查一下這些內部人士是否在買入。

General Public Ownership

一般公有制

The general public-- including retail investors -- own 30% stake in the company, and hence can't easily be ignored. 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.

包括散戶投資者在內的公衆擁有該公司30%的股份,因此不容忽視。儘管這種所有權規模可能不足以影響對他們有利的政策決定,但它們仍然可以對公司政策產生集體影響。

Public Company Ownership

上市公司所有權

Public companies currently own 61% of Cheetah Mobile stock. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together.

上市公司目前擁有獵豹移動61%的股份。我們無法確定,但這很可能是一個戰略利益。這些企業可能是相似的,也可以是合作的。

Next Steps:

後續步驟:

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. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Cheetah Mobile (at least 1 which shouldn't be ignored) , and understanding them should be part of your investment process.

我覺得看看究竟誰擁有一家公司非常有趣。但是,要真正獲得見解,我們還需要考慮其他信息。例如,投資風險的幽靈無處不在。我們已經確定了Cheetah Mobile的3個警告信號(至少有1個不容忽視),了解它們應該是您投資過程的一部分。

Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of interesting companies.

當然,通過尋找其他地方,你可能會找到一筆不錯的投資。因此,來看看這份有趣的公司的免費清單吧。

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:本文中的數字是使用過去十二個月的數據計算得出的,這些數據是指截至財務報表日期當月最後一天的12個月期間。這可能與全年年度報告數據不一致。

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.

對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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