While Private Companies Own 23% of China Merchants Port Holdings Company Limited (HKG:144), Public Companies Are Its Largest Shareholders With 50% Ownership
While Private Companies Own 23% of China Merchants Port Holdings Company Limited (HKG:144), Public Companies Are Its Largest Shareholders With 50% Ownership
Key Insights
主要见解
- The considerable ownership by public companies in China Merchants Port Holdings indicates that they collectively have a greater say in management and business strategy
- A total of 2 investors have a majority stake in the company with 72% ownership
- Analyst forecasts along with ownership data serve to give a strong idea about prospects for a business
- 中国招商港口控股公司的公共公司持股较高,表明它们在管理和业务策略方面有更大的发言权。
- 总共有2个投资者持有公司的大部分股份,占有72%的股权。
- 分析师预测以及所有者数据可以给我们提供有关业务前景的强烈想法。
A look at the shareholders of China Merchants Port Holdings Company Limited (HKG:144) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are public companies with 50% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.
查看招商港口控股有限公司(HKG:144)的股东可以告诉我们哪个集团最强大,最大的股东是持有50%股权的公共公司。换句话说,该集团将最有可能从他们对该公司的投资中获得最多的收益(或损失)。
And private companies on the other hand have a 23% ownership in the company.
另一方面,私营公司持有该公司23%的股权。
In the chart below, we zoom in on the different ownership groups of China Merchants Port Holdings.
在下面的图表中,我们着重研究了招商港口控股的不同股权集团。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240721/0-faf8c7e353d89fed5d1720b39c82f74e-0-5ca0d2b83561d187ff277c6e6db8edc9.png/big)
What Does The Institutional Ownership Tell Us About China Merchants Port Holdings?
机构投资者对招商港口控股有什么影响?
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.
机构通常在向自己的投资者报告时会针对一个基准进行衡量,因此一旦某只股票被纳入主要指数,他们通常会更加热衷于该股票。我们预计大多数公司都会有一些机构在登记簿上,尤其是那些正在增长的公司。
As you can see, institutional investors have a fair amount of stake in China Merchants Port Holdings. 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 China Merchants Port Holdings' earnings history below. Of course, the future is what really matters.
如您所看到的,机构投资者在中国招商港口控股公司中持有相当一部分的股份。这意味着为这些机构工作的分析师们看过这支股票,并且他们喜欢它。但就像其他人一样,他们也可能错了。如果多个机构同时改变他们对某支股票的看法,您可能会看到股价迅速下跌。因此,值得关注的内容是招商港口控股公司下面的收益历史。当然,未来才是真正重要的。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240721/0-faf8c7e353d89fed5d1720b39c82f74e-1-7d98c3a53c042cbe647c911f6c653d11.png/big)
We note that hedge funds don't have a meaningful investment in China Merchants Port Holdings. China Merchants Port Group Co., Ltd. is currently the company's largest shareholder with 50% of shares outstanding. For context, the second largest shareholder holds about 22% of the shares outstanding, followed by an ownership of 1.6% by the third-largest shareholder.
我们注意到,对于招商港口控股公司来说,对冲基金并没有什么实际的投资。招商港口集团股份有限公司目前是该公司最大的股东,持有公司50%的股份。作为比较,第二大股东持有约22%的股份,第三大股东持有1.6%的股份。
After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.
经过进一步挖掘,我们发现前两个股东共同控制了公司50%以上的股份,说明他们有相当大的影响力来影响公司的决策。
While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.
尽管研究公司机构所有权数据是有意义的,但了解分析师的情绪也很有意义,以了解市场的走向。因为有很多分析师正在跟踪这个股票,所以看看他们的预测可能是值得的。
Insider Ownership Of China Merchants Port Holdings
招商港口控股的内部股权
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.
公司内部人员的定义可能是主观的,并且在不同的司法管辖区之间有所不同。我们的数据反映了个人内部人员,至少捕捉到董事会成员的记录。公司管理人员向董事会报告,后者应该代表股东的利益。值得注意的是,有时高级管理人员自己也在董事会中。
Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.
大多数人认为内部所有权是积极的,因为它可以表示董事会与其他股东的利益相一致。但是,在某些场合下,这个团体的权力过于集中。
Our information suggests that China Merchants Port Holdings Company Limited insiders own under 1% of the company. We do note, however, it is possible insiders have an indirect interest through a private company or other corporate structure. It is a pretty big company, so it would be possible for board members to own a meaningful interest in the company, without owning much of a proportional interest. In this case, they own around HK$2.7m worth of shares (at current prices). Arguably, recent buying and selling is just as important to consider. You can click here to see if insiders have been buying or selling.
我们的信息表明,招商港口控股有限公司的内部人士仅拥有该公司的不到1%股份。然而,我们注意到,内部人士通过私有公司或其他公司结构可能具有间接利益。这是一家相当大的公司,因此董事会成员可能在公司拥有重要利益,而不拥有相当的比例利益。在这种情况下,他们持有约270万港元的股份(按当前价格计算)。可以说,最近的买卖和销售同样值得考虑。您可以单击此处查看内部人员是否一直在买卖。
General Public Ownership
一般大众所有权
The general public-- including retail investors -- own 19% stake in the company, and hence can't easily be ignored. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.
包括散户投资者在内的普通公众拥有该公司19%的股份,因此不能轻易忽略他们。尽管这种所有权的大小可能不足以在其利益方面左右政策决策,但他们仍然可以对公司政策产生集体影响。
Private Company Ownership
私有公司的所有权
Our data indicates that Private Companies hold 23%, 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.
我们的数据表明,私营公司持有公司23%的股份。私营公司可能是相关方。有时候内部人士通过私营公司持有公共公司的利益,而不是以个人身份持有。尽管很难得出任何广泛的结论,但值得注意作为进一步研究的领域。
Public Company Ownership
上市公司所有权
We can see that public companies hold 50% of the China Merchants Port Holdings shares on issue. This may be a strategic interest and the two companies may have related business interests. It could be that they have de-merged. This holding is probably worth investigating further.
我们可以看到公共公司持有招商港口控股发行的50%股份。这可能是一项战略利益,这两家公司可能存在相关业务利益。也可能是他们已经拆分了。这个持股可能值得进一步调查。
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 China Merchants Port Holdings that you should be aware of.
虽然考虑不同的公司股权持有情况非常有价值,但还有其他更为重要的因素。例如,我们已经确定招商港口控股存在两个警示信号,您应该予以注意。
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.
如果您像我一样,可能希望考虑这家公司是否会增长或缩小。幸运的是,您可以查看此免费报告,显示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:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。
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.
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
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
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。