It Looks Like Kaisa Group Holdings Ltd.'s (HKG:1638) CEO May Expect Their Salary To Be Put Under The Microscope
It Looks Like Kaisa Group Holdings Ltd.'s (HKG:1638) CEO May Expect Their Salary To Be Put Under The Microscope
Key Insights
主要见解
- Kaisa Group Holdings' Annual General Meeting to take place on 25th of June
- CEO Fan Mai's total compensation includes salary of CN¥3.75m
- The total compensation is 127% higher than the average for the industry
- Kaisa Group Holdings' EPS declined by 62% over the past three years while total shareholder loss over the past three years was 96%
- 佳兆业集团控股公司的年度股东大会将于6月25日举行
- 藩麦CEO的总薪酬包括375万元人民币的工资
- 总薪酬比行业平均水平高出127%
- 佳兆业集团过去三年的每股收益下降了62%,股东的总损失达到96%
The results at Kaisa Group Holdings Ltd. (HKG:1638) have been quite disappointing recently and CEO Fan Mai bears some responsibility for this. At the upcoming AGM on 25th of June, shareholders can hear from the board including their plans for turning around performance. It would also be an opportunity for shareholders to influence management through voting on company resolutions such as executive remuneration, which could impact the firm significantly. The data we present below explains why we think CEO compensation is not consistent with recent performance.
佳兆业集团控股有限公司(HKG: 1638)的业绩近期相当令人失望,董事会在即将举行的6月25日的股东大会上将向股东介绍业绩的转变计划。这也将是股东通过投票公司决议的机会,例如经理薪酬,这可能会对公司产生重大影响。我们所提供的数据解释了为什么我们认为CEO的薪酬与近期表现不一致。
Comparing Kaisa Group Holdings Ltd.'s CEO Compensation With The Industry
将佳兆业集团控股有限公司的CEO薪酬与行业进行比较
Our data indicates that Kaisa Group Holdings Ltd. has a market capitalization of HK$912m, and total annual CEO compensation was reported as CN¥3.8m for the year to December 2023. Notably, that's a decrease of 54% over the year before. Notably, the salary which is CN¥3.75m, represents most of the total compensation being paid.
我们的数据显示,佳兆业集团控股有限公司的市值为9.12亿港元,截至2023年12月,CEO的总年薪为380万元人民币。值得注意的是,这比前一年下降了54%。值得注意的是,薪资占总薪酬的大部分,为375万元人民币。
For comparison, other companies in the Hong Kong Real Estate industry with market capitalizations below HK$1.6b, reported a median total CEO compensation of CN¥1.7m. This suggests that Fan Mai is paid more than the median for the industry.
相比之下,市值低于1.6亿港元的其他香港房地产公司报告的CEO的中位数总薪酬为170万元人民币。这表明范迈的薪酬高于行业中位数。
Component | 2023 | 2022 | Proportion (2023) |
Salary | CN¥3.8m | CN¥8.2m | 98% |
Other | CN¥95k | CN¥98k | 2% |
Total Compensation | CN¥3.8m | CN¥8.3m | 100% |
组成部分 | 2023 | 2022 | 比例(2023) |
薪资 | 380万元人民币 | 820万元人民币 | 98% |
其他 | 95000人民币 | 98000人民币 | 2% |
总补偿 | 380万元人民币 | 830万人民币 | 100% |
Talking in terms of the industry, salary represented approximately 77% of total compensation out of all the companies we analyzed, while other remuneration made up 23% of the pie. Kaisa Group Holdings pays a high salary, concentrating more on this aspect of compensation in comparison to non-salary pay. If salary is the major component in total compensation, it suggests that the CEO receives a higher fixed proportion of the total compensation, regardless of performance.
在我们分析的所有公司中,薪资约占总薪酬的77%,而其他薪酬占23%。佳兆业集团集中在高薪方面,相对于非薪资支付更加注重这方面的补偿。如果薪资是总薪酬的主要组成部分,则表明CEO在总薪酬中获得的固定比例更高,而与业绩无关。
![ceo-compensation](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240619/0-ff4fa00f21a3068585296ffae1ba03ea-0-9aec2a71566a8de1b22373a9e07f05ef.png/big)
Kaisa Group Holdings Ltd.'s Growth
佳兆业集团控股有限公司的增长
Over the last three years, Kaisa Group Holdings Ltd. has shrunk its earnings per share by 62% per year. In the last year, its revenue is up 3.0%.
在过去的三年中,佳兆业集团控股有限公司的每股收益年均下降了62%。在过去一年中,其营业收入增长了3.0%。总的来说,这对股东来说不是一个非常积极的结果。在收益减少的情况下,短暂的收入增长并不能够给投资者以太大的安慰。因此,考虑到这种相对疲软的业绩,股东们可能不希望看到CEO高额的薪酬。尽管我们没有分析师的预测,但你可能需要评估这些丰富数据可视化的收益、营收和现金流。
Overall this is not a very positive result for shareholders. And the modest revenue growth over 12 months isn't much comfort against the reduced EPS. So given this relatively weak performance, shareholders would probably not want to see high compensation for the CEO. Although we don't have analyst forecasts, you might want to assess this data-rich visualization of earnings, revenue and cash flow.
佳兆业集团控股有限公司是否是一家有价值的投资公司?在过去的三年中,少数佳兆业控股有限公司的股东可能对-96%的回报感到满意。这表明公司过度慷慨的薪酬对于公司并不明智。
Has Kaisa Group Holdings Ltd. Been A Good Investment?
佳兆业集团控股有限公司是一个好的投资吗?
Few Kaisa Group Holdings Ltd. shareholders would feel satisfied with the return of -96% over three years. This suggests it would be unwise for the company to pay the CEO too generously.
过去三年,佳兆业集团控股有限公司没有给少数股东带来良好的投资回报,回报率达到-96%,这表明对CEO的高额薪酬付出是不明智的。
In Summary...
总之……
Kaisa Group Holdings pays its CEO a majority of compensation through a salary. Given that shareholders haven't seen any positive returns on their investment, not to mention the lack of earnings growth, this may suggest that few of them would be willing to award the CEO with a pay rise. At the upcoming AGM, the board will get the chance to explain the steps it plans to take to improve business performance.
佳兆业集团通过薪资向其CEO支付大部分报酬。鉴于股东没有看到任何积极的投资回报,更不用说缺乏盈利增长,这可能表明他们中的很少人愿意给CEO加薪。在即将到来的股东大会上,董事会将有机会解释他们计划采取的措施以改善业务表现。
CEO pay is simply one of the many factors that need to be considered while examining business performance. We did our research and identified 2 warning signs (and 1 which shouldn't be ignored) in Kaisa Group Holdings we think you should know about.
CEO薪酬只是审查业务表现时需要考虑的众多因素之一。我们进行了研究,并确定了佳兆业集团的两个警告信号(还有一个不应被忽视的警告信号),我们认为您应该知道。
Important note: Kaisa Group Holdings is an exciting stock, but we understand investors may be looking for an unencumbered balance sheet and blockbuster returns. You might find something better in this list of interesting companies with high ROE and low debt.
重要提示:佳兆业集团是一家令人兴奋的股票,但我们理解投资者可能正在寻找没有负担的资产负债表和超额的回报。您可能会在这个高roe,低负债的有趣公司列表中找到更好的选择。
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这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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