BOMESC Offshore Engineering Company Limited's (SHSE:603727) Last Week's 15% Decline Must Have Disappointed Private Companies Who Have a Significant Stake
BOMESC Offshore Engineering Company Limited's (SHSE:603727) Last Week's 15% Decline Must Have Disappointed Private Companies Who Have a Significant Stake
Key Insights
关键见解
- The considerable ownership by private companies in BOMESC Offshore Engineering indicates that they collectively have a greater say in management and business strategy
- 50% of the business is held by the top 5 shareholders
- Institutions own 12% of BOMESC Offshore Engineering
- 私营公司在BOMESC海洋工程中的大量所有权表明,它们在管理和业务战略中集体拥有更大的发言权
- 50% 的业务由前五名股东持有
- 机构拥有BOMESC海洋工程12%的股份
A look at the shareholders of BOMESC Offshore Engineering Company Limited (SHSE:603727) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are private companies with 48% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.
看看BOMESC海洋工程有限公司(SHSE: 603727)的股东可以告诉我们哪个集团最强大。而持有最大份额的集团是拥有48%所有权的私营公司。换句话说,该集团将从对公司的投资中获得最多(或损失最大)。
As a result, private companies as a group endured the highest losses last week after market cap fell by CN¥507m.
结果,在市值下降5.07亿元人民币之后,私营公司作为一个整体承受了最大的损失。
In the chart below, we zoom in on the different ownership groups of BOMESC Offshore Engineering.
在下图中,我们放大了BOMESC海洋工程的不同所有权组。
![ownership-breakdown](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240205/0-2e1d2230be773fe6051f549d724b4df0-0-f53d2116a0f1bc1e2de6c8546a2c0939.png/big)
What Does The Institutional Ownership Tell Us About BOMESC Offshore Engineering?
关于BOMESC海上工程,机构所有权告诉我们什么?
Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.
许多机构根据近似于当地市场的指数来衡量自己的表现。因此,他们通常会更多地关注主要指数中包含的公司。
We can see that BOMESC Offshore Engineering does have institutional investors; and they hold a good portion of the company's stock. 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. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see BOMESC Offshore Engineering's historic earnings and revenue below, but keep in mind there's always more to the story.
我们可以看到,BOMESC海洋工程确实有机构投资者;他们持有该公司很大一部分股票。这表明专业投资者有一定的信誉。但是我们不能仅仅依靠这个事实,因为机构有时会像所有人一样进行不良投资。当多家机构拥有一只股票时,总是存在处于 “拥挤交易” 的风险。当这样的交易出错时,多方可能会竞相快速出售股票。对于没有增长历史的公司,这种风险更高。你可以在下面看到BOMESC海洋工程的历史收益和收入,但请记住,故事总是有更多。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240205/0-2e1d2230be773fe6051f549d724b4df0-1-7f9c1b03bb51e24ca3405ab5b64cea5f.png/big)
We note that hedge funds don't have a meaningful investment in BOMESC Offshore Engineering. Tianjin Bomesc Investement Holdings Co., Ltd. is currently the largest shareholder, with 29% of shares outstanding. In comparison, the second and third largest shareholders hold about 13% and 3.6% of the stock.
我们注意到,对冲基金没有对BOMESC海洋工程进行有意义的投资。天津博迈斯克投资控股有限公司目前是最大股东,已发行股份的29%。相比之下,第二和第三大股东持有约13%和3.6%的股份。
Our research also brought to light the fact that roughly 50% of the company is controlled by the top 5 shareholders suggesting that these owners wield significant influence on the business.
我们的研究还揭示了这样一个事实,即公司约有50%的股份由前五名股东控制,这表明这些所有者对业务具有重大影响。
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. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
研究机构所有权是衡量和筛选股票预期表现的好方法。通过研究分析师的情绪也可以达到同样的目的。有不少分析师报道了该股,因此你可以很容易地研究预测的增长。
Insider Ownership Of BOMESC Offshore Engineering
BOMESC 海上工程的内部所有权
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
不同国家对内部人士的定义可能略有不同,但董事会成员始终算在内。公司管理层经营业务,但首席执行官将对董事会负责,即使他或她是董事会成员。
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.
当内部所有权表明领导层像公司的真正所有者一样思考时,内部所有权是积极的。但是,高度的内部所有权也可以赋予公司内部的一小部分人巨大的权力。在某些情况下,这可能是负面的。
Our most recent data indicates that insiders own less than 1% of BOMESC Offshore Engineering Company Limited. We do note, however, it is possible insiders have an indirect interest through a private company or other corporate structure. It seems the board members have no more than CN¥14k worth of shares in the CN¥2.9b company. We generally like to see a board more invested. However it might be worth checking if those insiders have been buying.
我们最新的数据显示,内部人士拥有BOMESC海洋工程有限公司不到1%的股份。但是,我们确实注意到,内部人士有可能通过私营公司或其他公司结构获得间接利益。看来董事会成员在这家29亿元人民币的公司中持有的股份不超过14万元人民币。我们通常希望看到董事会投入更多资金。但是,可能值得检查这些内部人士是否在买入。
General Public Ownership
一般公有制
With a 41% ownership, the general public, mostly comprising of individual investors, have some degree of sway over BOMESC Offshore Engineering. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
拥有41%的所有权的公众,主要由个人投资者组成,对BOMESC海洋工程有一定程度的影响力。尽管这个群体不一定能做主,但它肯定会对公司的运作方式产生真正的影响。
Private Company Ownership
私人公司所有权
Our data indicates that Private Companies hold 48%, of the company's shares. It might be worth looking deeper into this. If related parties, such as insiders, have an interest in one of these private companies, that should be disclosed in the annual report. Private companies may also have a strategic interest in the company.
我们的数据表明,私人公司持有该公司48%的股份。可能值得对此进行更深入的研究。如果关联方,例如内部人士,对其中一家私营公司感兴趣,则应在年度报告中披露。私营公司也可能对公司有战略利益。
Next Steps:
后续步骤:
It's always worth thinking about the different groups who own shares in a company. But to understand BOMESC Offshore Engineering better, we need to consider many other factors. To that end, you should be aware of the 1 warning sign we've spotted with BOMESC Offshore Engineering .
拥有公司股份的不同群体总是值得考虑的。但是,为了更好地了解BOMESC海洋工程,我们需要考虑许多其他因素。为此,你应该注意我们在BOMESC海洋工程中发现的1个警告信号。
If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.
如果你像我一样,你可能需要考虑这家公司是会成长还是会萎缩。幸运的是,您可以查看这份免费报告,其中显示了分析师对其未来的预测。
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:本文中的数字是使用过去十二个月的数据计算得出的,这些数据是指截至财务报表日期当月最后一天的12个月期间。这可能与全年年度报告数据不一致。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。