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Don't Ignore The Insider Selling In Sanmina

Don't Ignore The Insider Selling In Sanmina

不要忽視新美亞電子內部賣出的行爲
Simply Wall St ·  11/12 18:15

We'd be surprised if Sanmina Corporation (NASDAQ:SANM) shareholders haven't noticed that the Lead Independent Director, Eugene Delaney, recently sold US$422k worth of stock at US$83.07 per share. On the bright side, that sale was only 5.6% of their holding, so we doubt it's very meaningful, on its own.

如果新美亞電子公司(NASDAQ: SANM)股東們沒有注意到領導獨立董事尤金·德蘭尼最近以每股83.07美元的價格出售了價值42.2萬美元的股票,我們會感到驚訝。但好消息是,那筆交易僅佔他們持有股份的5.6%,所以我們懷疑它本身並不是非常有意義。

Sanmina Insider Transactions Over The Last Year

過去一年中,新美亞電子內部交易情況

Over the last year, we can see that the biggest insider sale was by the Co-Founder, Jure Sola, for US$5.7m worth of shares, at about US$69.67 per share. That means that an insider was selling shares at slightly below the current price (US$83.38). When an insider sells below the current price, it suggests that they considered that lower price to be fair. That makes us wonder what they think of the (higher) recent valuation. However, while insider selling is sometimes discouraging, it's only a weak signal. We note that the biggest single sale was only 6.1% of Jure Sola's holding.

過去一年中,我們可以看到聯合創始人尤雷·索拉以每股69.67美元的價格出售了價值570萬美元的股票,這是最大的內部交易。 這意味着內部人士以略低於當前價格(83.38美元)的價格出售股票。 當內部人員以低於當前價格出售時,這表明他們認爲該較低價格是合理的。 這讓我們想知道他們對(更高的)最近估值有何看法。但是,儘管內部人員的減持有時令人沮喪,但它只是一個弱信號。我們注意到,最大單筆交易僅佔尤雷·索拉持有的6.1%。

Insiders in Sanmina didn't buy any shares in the last year. The chart below shows insider transactions (by companies and individuals) over the last year. If you want to know exactly who sold, for how much, and when, simply click on the graph below!

在過去一年中,新美亞電子的內部人士沒有購買任何股票。下表顯示了過去一年中內部交易(由公司和個人進行)。如果您想確切了解誰以多少價錢何時賣出,請直接點擊下方的圖表!

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NasdaqGS:SANM Insider Trading Volume November 12th 2024
納斯達克GS:新美亞電子內部交易量2024年11月12日

If you are like me, then you will not want to miss this free list of small cap stocks that are not only being bought by insiders but also have attractive valuations.

如果您和我一樣,您就不會錯過這個免費的小盤股票列表,這些股票不僅被內部人士購買,而且估值也很有吸引力。

Insider Ownership

內部人員持股情況

Many investors like to check how much of a company is owned by insiders. I reckon it's a good sign if insiders own a significant number of shares in the company. It's great to see that Sanmina insiders own 3.0% of the company, worth about US$134m. I like to see this level of insider ownership, because it increases the chances that management are thinking about the best interests of shareholders.

許多投資者喜歡查看公司內部所有權情況。我認爲如果內部人士擁有公司中相當多的股份,這是一個好跡象。很高興看到新美亞電子的內部人士擁有公司的3.0%股份,價值約13400萬美元。我喜歡看到這種程度的內部所有權,因爲它增加了管理層考慮股東最佳利益的機會。

So What Do The Sanmina Insider Transactions Indicate?

那麼,新美亞電子內部交易表明了什麼?

Insiders sold Sanmina shares recently, but they didn't buy any. Looking to the last twelve months, our data doesn't show any insider buying. 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. In addition to knowing about insider transactions going on, it's beneficial to identify the risks facing Sanmina. You'd be interested to know, that we found 1 warning sign for Sanmina and we suggest you have a look.

內部人士最近賣出了新美亞電子的股票,但他們沒有買入。回顧過去十二個月,我們的數據沒有顯示任何內部人士的買入行爲。儘管內部人士擁有大量公司股份(這是好事),但我們對他們的交易分析並沒有讓我們對公司感到有信心。除了了解正在進行的內部人士交易外,識別新美亞電子面臨的風險也是有益的。您可能會感興趣地知道,我們發現了1個新美亞電子的警示信號,並建議您進行查看。

But note: Sanmina may not be the best stock to buy. So take a peek at this free list of interesting companies with high ROE and low debt.

但要注意:新美亞電子可能不是最好的買入股票。所以先看看這個自由組合的有高roe和低債務的有趣公司清單。

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.

對這篇文章有反饋嗎?對內容感到擔憂嗎?請直接與我們聯繫。或者,發送電子郵件至editorial-team @ simplywallst.com。
Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。

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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