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Have Jardine Matheson Holdings Insiders Been Selling Stock?

Have Jardine Matheson Holdings Insiders Been Selling Stock?

Jardine Matheson Holdings的內部人士是否一直在拋售股票?
Simply Wall St ·  10/28 08:06

Some Jardine Matheson Holdings Limited (SGX:J36) shareholders may be a little concerned to see that the Executive Chairman, Benjamin Keswick, recently sold a substantial US$1.9m worth of stock at a price of US$37.77 per share. However, it's crucial to note that they remain very much invested in the stock and that sale only reduced their holding by 0.4%.

新加坡交易所(J36)的金德集團控股有限公司(Jardine Matheson Holdings Limited)的一些股東可能會有些擔心,因爲執行主席本傑明·凱斯威克(Benjamin Keswick)最近以每股37.77美元的價格賣出了190萬美元的股票。然而,關鍵的是他們仍然對這支股票非常投入,那筆交易僅削減了持股0.4%。

Jardine Matheson Holdings Insider Transactions Over The Last Year

Jardine Matheson Holdings過去一年的內部交易

In fact, the recent sale by Executive Chairman Benjamin Keswick was not their only sale of Jardine Matheson Holdings shares this year. They previously made an even bigger sale of -US$10.0m worth of shares at a price of US$37.01 per share. So it's clear an insider wanted to take some cash off the table, even slightly below the current price of US$37.05. As a general rule we consider it to be discouraging when insiders are selling below the current price, because it suggests they were happy with a lower valuation. While insider selling is not a positive sign, we can't be sure if it does mean insiders think the shares are fully valued, so it's only a weak sign. It is worth noting that this sale was only 2.2% of Benjamin Keswick's holding.

事實上,執行主席本傑明·凱斯威克(Benjamin Keswick)最近的這筆交易並不是他們今年金德集團控股股票的唯一賣出交易。他們此前以每股37.01美元的價格賣出了價值1,000萬美元的股份。所以很明顯,內部人員想要在當前價格低於37.05美元時提取部分現金。一般來說,當內部人員以低於當前價格出售股票時,我們認爲這是令人沮喪的,因爲這意味着他們對較低的估值感到滿意。雖然內部人員的賣出並不是一個積極的跡象,但我們不能確定這是否意味着內部人員認爲股票已經被充分定價,因此這只是一個弱信號。值得一提的是,本傑明·凱斯威克的這筆交易僅佔其持股的2.2%。

Over the last year, we can see that insiders have bought 119.70k shares worth US$4.2m. On the other hand they divested 320.78k shares, for US$12m. Benjamin Keswick sold a total of 320.78k shares over the year at an average price of US$36.96. You can see the insider transactions (by companies and individuals) over the last year depicted in the chart below. If you click on the chart, you can see all the individual transactions, including the share price, individual, and the date!

在過去一年中,我們可以看到內部人員買入了價值420萬美元的11.97萬股股票。另一方面,他們賣出了32.078萬股股票,價值1200萬美元。本傑明·凱斯威克在一年內以平均36.96美元的價格共賣出了32.078萬股股票。您可以在以下的圖表中看到過去一年內內部人員的交易情況(包括公司和個人)。如果您點擊圖表,可以查看所有個體交易,包括股價、個人和日期!

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SGX:J36 Insider Trading Volume October 28th 2024
新加坡交易所:J36 內幕交易成交量 2024年10月28日

For those who like to find hidden gems this free list of small cap companies with recent insider purchasing, could be just the ticket.

對於那些喜歡發現潛力股票的人,可以免費查看最新內部交易股票的小盤公司名單,這可能正是您要找的機會。

Insider Ownership

內部人員持股情況

I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders. Usually, the higher the insider ownership, the more likely it is that insiders will be incentivised to build the company for the long term. Jardine Matheson Holdings insiders own 6.9% of the company, currently worth about US$740m based on the recent share price. This kind of significant ownership by insiders does generally increase the chance that the company is run in the interest of all shareholders.

我喜歡查看公司內部人擁有多少股,以幫助了解他們與內部人員的利益是否一致。通常,內部人擁有的比例越高,內部人員就越有動力長期建設公司。賈丁數控控股的內部人員持有公司的6.9%,根據最近的股價大約價值74000萬美元。內部人員擁有這種重要比例通常會增加公司爲所有股東利益而運營的機會。

So What Does This Data Suggest About Jardine Matheson Holdings Insiders?

那麼這些數據對賈丁數控控股的內部人有何啓示?

An insider sold Jardine Matheson Holdings shares recently, but they didn't buy any. Zooming out, the longer term picture doesn't give us much comfort. While insiders do own a lot of shares in the company (which is good), our analysis of their transactions doesn't make us feel confident about the company. So these insider transactions can help us build a thesis about the stock, but it's also worthwhile knowing the risks facing this company. In terms of investment risks, we've identified 4 warning signs with Jardine Matheson Holdings and understanding these should be part of your investment process.

一位內部人最近賣出了賈丁數控控股的股票,但他們並未買入。總體來看,長期的情況並沒有給我們帶來太多安慰。雖然內部人持有公司的大量股份(這是好事),但我們對他們交易的分析並沒有讓我們對公司感到有信心。因此,這些內幕交易可以幫助我們建立關於該股票的觀點,但了解該公司面臨的風險也是值得的。在投資風險方面,我們已經確定了與賈丁數控控股有關的4個警示信號,了解這些應成爲您投資過程的一部分。

If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt.

如果您想查看另一家公司的信息-一家潛在具有優秀財務狀況的公司-請不要錯過這個帶有高股權回報率和低債務的有趣公司免費列表。

For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.

對於本文而言,內部人是指向相關監管機構報告其交易的個人。我們目前僅考慮公開市場交易和直接利益的私人處置,但不包括衍生交易或間接利益。

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。

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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