Private Companies Are Tasly Pharmaceutical Group Co., Ltd's (SHSE:600535) Biggest Owners and Were Hit After Market Cap Dropped CN¥1.2b
Private Companies Are Tasly Pharmaceutical Group Co., Ltd's (SHSE:600535) Biggest Owners and Were Hit After Market Cap Dropped CN¥1.2b
Key Insights
主要见解
- Significant control over Tasly Pharmaceutical Group by private companies implies that the general public has more power to influence management and governance-related decisions
- 50% of the business is held by the top 4 shareholders
- Institutions own 10% of Tasly Pharmaceutical Group
- 私营企业对天士力药品集团的重要控制意味着普通公众在管理和治理相关决策方面拥有更多影响力。
- 前四大股东持有公司50%的股份。
- 机构拥有天士力药品集团的10%股份。
A look at the shareholders of Tasly Pharmaceutical Group Co., Ltd (SHSE:600535) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are private companies with 49% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.
看一下天士力药品集团股份有哪些股东可以告诉我们哪个集团最有影响力。 持有最大股份的是拥有49%所有权的私营企业,也就是说,该集团最有可能从其对该公司的投资中获益最大(或者损失最大)。
As a result, private companies as a group endured the highest losses last week after market cap fell by CN¥1.2b.
因此,私营企业作为一组在市值下跌了12亿元人民币后承受了最大的损失。
Let's take a closer look to see what the different types of shareholders can tell us about Tasly Pharmaceutical Group.
让我们仔细研究一下天士力药品集团不同类型的股东可以告诉我们什么。
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What Does The Institutional Ownership Tell Us About Tasly Pharmaceutical Group?
机构股东拥有天士力药品集团股份,这表明为这些机构工作的分析师已经研究过股票并喜欢这支股票。但和其他任何人一样,他们也可能错了。当多个机构拥有一支股票时,总会有一定的风险,因为他们可能陷入“拥挤的交易”中。如果这种交易出现问题,多个方试图快速抛售股票。在一个没有增长历史的公司中,这种风险更高。下面可以看到天士力药品集团的历史收益和营业收入,但请记住,故事总有更多。
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。
Tasly Pharmaceutical Group already has institutions on the share registry. Indeed, they own a respectable stake in the company. 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. 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 Tasly Pharmaceutical Group's historic earnings and revenue below, but keep in mind there's always more to the story.
SHSE:600535营业收入和收益增长2024年8月12日 我们注意到,对于天士力药品集团,对冲基金并没有意义。我们的数据显示天士力控股集团公司是最大的股东,持有46%的流通股。为了说明,第二大股东持有约2.0%的流通股,第三大股东持有1.6%的流通股。
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We note that hedge funds don't have a meaningful investment in Tasly Pharmaceutical Group. Our data shows that Tasly Holding Group Company. ltd. is the largest shareholder with 46% of shares outstanding. For context, the second largest shareholder holds about 2.0% of the shares outstanding, followed by an ownership of 1.6% by the third-largest shareholder.
拥有41%所有权的普通公众,主要由个人投资者组成,对天士力药品集团具有一定的影响力。虽然该集团不能主导决策,但它确实对公司的经营产生了实际影响。
On looking further, we found that 50% of the shares are owned by the top 4 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.
进一步观察发现,前4大股东持有50%的股份。换句话说,这些股东在公司决策中具有重要的发言权。
While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.
尽管研究公司的机构所有权可以为您的研究增加价值,但研究分析师的建议也是一个好习惯,以深入了解股票的预期表现。有许多分析师对这支股票进行了覆盖,因此了解他们的预测可能值得一试。
Insider Ownership Of Tasly Pharmaceutical Group
查看公司所有者确实很有趣。但为了真正获得洞察力,我们还需要考虑其他信息。因此,您应该知道天士力药品集团存在一个警告信号。
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 most recent data indicates that insiders own less than 1% of Tasly Pharmaceutical Group Co., Ltd. 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 CN¥13m worth of shares (at current prices). It is good to see board members owning shares, but it might be worth checking if those insiders have been buying.
市场报告显示,对于上海证券交易所(SHSE:600535)药品公司天士力药品集团而言,机构投资者对该公司的持股有所增加。但他们拥有的股份并不是很重要(不到1%)。最大的股东是天士力控股集团公司,拥有46%的流通股。这家公司是由纯粹的股权投资公司控制的,它们通常不会涉及日常经营。
General Public Ownership
一般大众所有权
With a 41% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Tasly Pharmaceutical Group. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
随着持股41%的股东,主要由个人投资者组成的大众对天士力药品集团具有一定的影响力。虽然这个团体不能决定所有事情,但确实对公司的运营有一定影响力。
Private Company Ownership
私有公司的所有权
We can see that Private Companies own 49%, of the shares on issue. 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.
我们可以看到,私人公司拥有发行股份的49%的股份。私人公司可能是相关方。有时候内幕人士通过持有私人公司的股票而不是个人的身份来持有一家上市公司的利益。虽然很难得出任何宏观结论,但值得进一步研究。
Next Steps:
下一步:
I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. To that end, you should be aware of the 1 warning sign we've spotted with Tasly Pharmaceutical Group .
拥有41%所有权的普通公众,主要由个人投资者组成,对天士力药品集团具有一定的影响力。虽然该集团不能主导决策,但它确实对公司的经营产生了实际影响。 我们认为,指出天士力药品集团存在1个警告信号是很重要的。
Ultimately the future is most important. You can access this free report on analyst forecasts for the company.
最终,未来最重要。您可以在这份关于该公司分析师预测的免费报告中获取有关信息。
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。
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