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Private Companies Are Betterware De México, S.A.P.I. De C.V.'s (NYSE:BWMX) Biggest Owners and Were Hit After Market Cap Dropped US$53m

Private Companies Are Betterware De México, S.A.P.I. De C.V.'s (NYSE:BWMX) Biggest Owners and Were Hit After Market Cap Dropped US$53m

在市值下降了5300萬美元后,Betterware De México私有公司的最大股東受到了打擊(NYSE:BWMX)。
Simply Wall St ·  07/31 20:49

Key Insights

主要見解

  • Betterware de MéxicoP.I. de's significant private companies ownership suggests that the key decisions are influenced by shareholders from the larger public
  • 54% of the company is held by a single shareholder (Campalier, S.A. de C.V.)
  • Institutions own 13% of Betterware de MéxicoP.I. de
  • Betterware de MéxicoP.I. de的重要私營公司所有權表明,關鍵決策受到來自大衆股東的影響。
  • 該公司54%的股份由單一股東(Campalier,S.A. de C.V.)持有。
  • 機構持有Betterware de MéxicoP.I. de的13%。

Every investor in Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) should be aware of the most powerful shareholder groups. We can see that private companies own the lion's share in the company with 54% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

每個Betterware de México, S.A.P.I. de C.V.(紐交所:BWMX)的投資者都應該了解最強大的股東群體。我們可以看到,私營公司擁有公司54%的所有權。換句話說,該群體面臨着最大的股價上漲潛力(或下跌風險)。

As market cap fell to US$554m last week, private companies would have faced the highest losses than any other shareholder groups of the company.

隨着市值上週跌至US$55400萬,私營公司將面對公司中其他股東群體中最高的虧損。

In the chart below, we zoom in on the different ownership groups of Betterware de MéxicoP.I. de.

在下面的圖表中,我們放大了Betterware de MéxicoP.I. de的不同所有權群體。

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NYSE:BWMX Ownership Breakdown July 31st 2024
紐交所:BWMX所有權解析2024年7月31日

What Does The Institutional Ownership Tell Us About Betterware de MéxicoP.I. de?

機構投資者所持股份, 對Betterware de MéxicoP.I. de的意義是什麼?

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會針對一個基準進行衡量,因此一旦某隻股票被納入主要指數,他們通常會更加熱衷於該股票。我們預計大多數公司都會有一些機構在登記簿上,尤其是那些正在增長的公司。

We can see that Betterware de MéxicoP.I. de does have institutional investors; and they hold a good portion of the company's stock. This implies the analysts working for those institutions have looked at the stock and they like it. But just like anyone else, they could be wrong. 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 Betterware de MéxicoP.I. de's earnings history below. Of course, the future is what really matters.

我們可以看到,Betterware de MéxicoP.I. de確實擁有機構投資者;而且他們持有公司股票的相當一部分。這意味着爲這些機構工作的分析師已經研究了該股,並且他們喜歡它。但像其他任何人一樣,他們可能是錯的。如果多個機構同時改變對某隻股票的看法,你可能會看到股價快速下跌。因此,值得查看下面Betterware de MéxicoP.I. de的收入歷史記錄。當然,未來才是真正重要的。

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NYSE:BWMX Earnings and Revenue Growth July 31st 2024
紐交所:BWMX收益和收入增長情況解析2024年7月31日

We note that hedge funds don't have a meaningful investment in Betterware de MéxicoP.I. de. The company's largest shareholder is Campalier, S.A. de C.V., with ownership of 54%. This implies that they have majority interest control of the future of the company. MMBG Investment Advisors Co. is the second largest shareholder owning 11% of common stock, and Morgan Stanley, Investment Banking and Brokerage Investments holds about 0.4% of the company stock.

我們注意到,對於Betterware de MéxicoP.I. de,對沖基金沒有實質性的投資。該公司最大的股東是Campalier,S.A. de C.V.,擁有54%的股份。這意味着他們掌控着未來的控制權。MMBG投資顧問公司是第二大股東,持有普通股的11%,而摩根士丹利的投資銀行和經紀投資則持有該公司股票的約0.4%。

While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There is some analyst coverage of the stock, but it could still become more well known, with time.

雖然研究公司的機構持股可以增加研究價值,但研究分析師建議以更深入地了解股票的預期表現也是一個好習慣。該股票的一些分析人士需要更多的關注時間。

Insider Ownership Of Betterware de MéxicoP.I. de

Betterware de MéxicoP.I. de內部股權擁有情況

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有所不同。我們的數據反映了個人內部人員,至少捕捉到董事會成員的記錄。公司管理人員向董事會報告,後者應該代表股東的利益。值得注意的是,有時高級管理人員自己也在董事會中。

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.

當內部人持股情況表明領導層思考和公司真正所有者一樣時,內部所有權是積極的。然而,高達內部人士所有權也可能爲公司內的小團體帶來巨大的權力。在某些情況下,這可能是負面的。

We note our data does not show any board members holding shares, personally. It is unusual not to have at least some personal holdings by board members, so our data might be flawed. A good next step would be to check how much the CEO is paid.

我們注意到我們的數據並沒有顯示任何董事會成員擁有股份。董事會成員至少擁有一些個人持倉是不尋常的,因此我們的數據可能有缺陷。下一步是檢查CEO的薪酬水平。

General Public Ownership

一般大衆所有權

With a 33% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Betterware de MéxicoP.I. de. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

佔總股份33%的普通公衆,主要由個人投資者組成,對Betterware de MéxicoP.I. de具有一定的影響力。雖然這個群體不能決定事情的進程,但它的確可以對公司的經營產生實際的影響。

Private Company Ownership

私有公司的所有權

Our data indicates that Private Companies hold 54%, of the company's shares. 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.

我們的數據顯示,負責任的私人公司擁有該公司54%的股份。私人公司可能是相關方。有時,內部人員通過持有私人公司的股份來對公開公司產生影響,而不是以個人的身份,這很難得出任何一般性的結論,但值得進一步研究。

Next Steps:

下一步:

While it is well worth considering the different groups that own a company, there are other factors that are even more important. For instance, we've identified 2 warning signs for Betterware de MéxicoP.I. de that you should be aware of.

雖然考慮到擁有公司的不同群體是值得的,但還有其他更重要的因素。例如,我們已經確定了Betterware de MéxicoP.I. de存在2個警告信號,您應該知道此類信號。

Ultimately the future is most important. You can access this free report on analyst forecasts for the company.

最終,未來最重要。您可以在這份關於該公司分析師預測的免費報告中獲取有關信息。

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:本文中的數據是使用最後一個財務報表日期結束的爲期12個月的數據計算的。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.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。

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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