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Retail Investors in Waterdrop Inc. (NYSE:WDH) Are Its Biggest Bettors, and Their Bets Paid off as Stock Gained 24% Last Week

Retail Investors in Waterdrop Inc. (NYSE:WDH) Are Its Biggest Bettors, and Their Bets Paid off as Stock Gained 24% Last Week

Waterdrop Inc.(紐約證券交易所代碼:WDH)的散戶投資者是其最大的博彩玩家,隨着上週股價上漲24%,他們的賭注得到了回報
Simply Wall St ·  05/22 18:30

Key Insights

關鍵見解

  • Waterdrop's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public
  • A total of 3 investors have a majority stake in the company with 56% ownership
  • 22% of Waterdrop is held by insiders
  • Waterdrop擁有大量散戶投資者的所有權,這表明關鍵決策受到廣大公衆股東的影響
  • 共有3名投資者擁有該公司的多數股權,擁有56%的所有權
  • 22% 的 Waterdrop 由內部人士持有

If you want to know who really controls Waterdrop Inc. (NYSE:WDH), then you'll have to look at the makeup of its share registry. We can see that retail investors own the lion's share in the company with 27% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

如果你想知道誰真正控制着Waterdrop Inc.(紐約證券交易所代碼:WDH),那麼你必須看看其股票登記處的構成。我們可以看到,散戶投資者擁有該公司的大部分股份,所有權爲27%。換句話說,該集團面臨最大的上行潛力(或下行風險)。

As a result, retail investors were the biggest beneficiaries of last week's 24% gain.

結果,散戶投資者是上週24%漲幅的最大受益者。

Let's delve deeper into each type of owner of Waterdrop, beginning with the chart below.

讓我們從下圖開始,深入研究Waterdrop的每種所有者。

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

What Does The Institutional Ownership Tell Us About Waterdrop?

關於水滴,機構所有權告訴我們什麼?

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.

機構在向自己的投資者報告時通常會根據基準來衡量自己,因此,一旦股票被納入主要指數,他們通常會對股票更加熱情。我們預計大多數公司都會有一些機構在冊,尤其是在它們正在成長的情況下。

As you can see, institutional investors have a fair amount of stake in Waterdrop. 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 Waterdrop, (below). Of course, keep in mind that there are other factors to consider, too.

如您所見,機構投資者在Waterdrop中擁有相當數量的股份。這表明專業投資者有一定的信譽。但是我們不能僅僅依靠這個事實,因爲機構有時會像所有人一樣進行不良投資。如果兩個大型機構投資者試圖同時拋售股票,股價大幅下跌的情況並不少見。因此,值得檢查一下Waterdrop過去的收益軌跡(見下文)。當然,請記住,還有其他因素需要考慮。

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

We note that hedge funds don't have a meaningful investment in Waterdrop. Our data shows that Tencent Holdings Limited is the largest shareholder with 22% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 22% and 12%, of the shares outstanding, respectively. Peng Shen, who is the second-largest shareholder, also happens to hold the title of Chief Executive Officer.

我們注意到,對沖基金沒有對Waterdrop進行有意義的投資。我們的數據顯示,騰訊控股有限公司是最大股東,已發行股份的22%。同時,第二和第三大股東分別持有已發行股份的22%和12%。作爲第二大股東的彭慎也恰好擁有首席執行官的頭銜。

A more detailed study of the shareholder registry showed us that 3 of the top shareholders have a considerable amount of ownership in the company, via their 56% stake.

對股東登記冊的更詳細研究表明,前三名股東通過其56%的股份擁有公司的大量所有權。

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

雖然研究公司的機構所有權數據是有意義的,但研究分析師的情緒以了解風向哪個方向吹來也是有意義的。儘管有一些分析師的報道,但該公司的報道可能並不廣泛。因此,在未來它可能會引起更多關注。

Insider Ownership Of Waterdrop

Waterdrop 的內部所有權

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. 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.

儘管內部人士的確切定義可能是主觀的,但幾乎每個人都認爲董事會成員是內部人士。管理層最終對董事會負責。但是,經理成爲執行委員會成員的情況並不少見,尤其是當他們是創始人或首席執行官時。

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.

我通常認爲內部所有權是一件好事。但是,在某些情況下,這使其他股東更難追究董事會對決策的責任。

Our information suggests that insiders maintain a significant holding in Waterdrop Inc.. Insiders own US$102m worth of shares in the US$469m company. We would say this shows alignment with shareholders, but it is worth noting that the company is still quite small; some insiders may have founded the business. You can click here to see if those insiders have been buying or selling.

我們的信息表明,內部人士持有Waterdrop Inc.的大量股份。內部人士擁有這家價值4.69億美元的公司價值1.02億美元的股份。我們可以說這表明了與股東的一致性,但值得注意的是,該公司仍然很小;一些內部人士可能已經創立了該公司。你可以點擊這裏查看這些內部人士是否在買入或賣出。

General Public Ownership

一般公有制

The general public-- including retail investors -- own 27% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

包括散戶投資者在內的公衆擁有該公司27%的股份,因此不容易被忽視。這種所有權規模雖然可觀,但如果決定與其他大股東不同步,可能不足以改變公司的政策。

Private Equity Ownership

私募股權所有權

Private equity firms hold a 12% stake in Waterdrop. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public.

私募股權公司持有Waterdrop12%的股份。這表明他們可以在關鍵政策決策中發揮影響力。一些投資者可能會爲此感到鼓舞,因爲私募股權有時能夠鼓勵制定有助於市場看到公司價值的策略。或者,這些持有人可能會在投資上市後退出投資。

Private Company Ownership

私人公司所有權

It seems that Private Companies own 4.3%, of the Waterdrop 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.

私人公司似乎擁有水滴股票的4.3%。僅憑這一事實很難得出任何結論,因此值得研究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對上市公司的股份擁有權益。

Public Company Ownership

上市公司所有權

Public companies currently own 22% of Waterdrop 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 Waterdrop 22% 的股份。我們無法確定,但這很可能是一個戰略利益。這些企業可能相似,也可以合作。

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. For instance, we've identified 1 warning sign for Waterdrop that you should be aware of.

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,我們已經確定了 Waterdrop 的 1 個警告標誌,你應該注意這一點。

If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.

如果你想了解分析師對未來增長的預測,千萬不要錯過這份關於分析師預測的免費報告。

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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