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Mabpharm Limited (HKG:2181) Adds HK$392m in Market Cap and Insiders Have a 50% Stake in That Gain

Mabpharm Limited (HKG:2181) Adds HK$392m in Market Cap and Insiders Have a 50% Stake in That Gain

Mabpharm Limited(HKG:2181)市值增加了39200万港元,内部人持有其中50%的股份。
Simply Wall St ·  09/30 18:46

Key Insights

主要见解

  • Mabpharm's significant insider ownership suggests inherent interests in company's expansion
  • The top 2 shareholders own 68% of the company
  • Ownership research, combined with past performance data can help provide a good understanding of opportunities in a stock
  • 马博药业的重要内部股东拥有对公司扩张的固有利益
  • 前两大股东拥有公司68%的股份
  • 所有权研究结合过去的表现数据可以帮助更好地理解股票的机会。

Every investor in Mabpharm Limited (HKG:2181) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 50% to be precise, is individual insiders. Put another way, the group faces the maximum upside potential (or downside risk).

香港2181股份有限公司中的每位投资者都应该注意公司最具影响力的股东群体。持有公司最多股份的群体,准确地说约占50%,是个人内部人士。换句话说,该群体面临着最大的上行潜力(或下行风险)。

As a result, insiders were the biggest beneficiaries of last week's 31% gain.

因此,内部人员成为上周31%增长中最大的受益者。

Let's delve deeper into each type of owner of Mabpharm, beginning with the chart below.

让我们深入了解Mabpharm每种所有者类型,从下面的图表开始。

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SEHK:2181 Ownership Breakdown September 30th 2024
SEHK:2181所有权分析2024年9月30日

What Does The Lack Of Institutional Ownership Tell Us About Mabpharm?

机构缺席对Mabpharm有何启示?

Institutional investors often avoid companies that are too small, too illiquid or too risky for their tastes. But it's unusual to see larger companies without any institutional investors.

机构不拥有股票的原因有多种解释。最常见的是公司相对于管理基金过小,因此机构不必仔细审查公司。也有可能是基金经理人不持有股票,因为他们不确信该股票表现良好。机构投资者可能并不认为该业务的历史增长令人印象深刻,或者可能有其他因素在起作用。您可以自己看到Zibuyu Group的过去营业收入表现。

There could be various reasons why no institutions own shares in a company. Typically, small, newly listed companies don't attract much attention from fund managers, because it would not be possible for large fund managers to build a meaningful position in the company. It is also possible that fund managers don't own the stock because they aren't convinced it will perform well. Institutional investors may not find the historic growth of the business impressive, or there might be other factors at play. You can see the past revenue performance of Mabpharm, for yourself, below.

为什么没有机构持有公司股份可能有多种原因。通常,规模较小,新上市的公司不会引起基金经理的太多关注,因为大型基金经理无法在公司中建立有意义的持仓。基金经理也可能不持有该股票,因为他们对公司表现不太确信。机构投资者可能认为公司的历史增长并不令人印象深刻,或者可能存在其他因素。您可以在下面看到Mabpharm的历史营业收入表现。

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SEHK:2181 Earnings and Revenue Growth September 30th 2024
SEHK:2181于2024年9月30日的收益和营业收入增长

Mabpharm is not owned by hedge funds. Our data shows that Jianjun Guo is the largest shareholder with 50% of shares outstanding. In comparison, the second and third largest shareholders hold about 18% and 5.2% of the stock.

Mabpharm不归对冲基金所有。我们的数据显示,郭建军是最大的股东,持有50%的股份。相比之下,第二和第三大股东持有大约18%和5.2%的股份。

To make our study more interesting, we found that the top 2 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company.

为了使我们的研究更有趣,我们发现前2名股东拥有该公司的大部分所有权,这意味着他们足够强大,可以影响公司的决策。

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. As far as we can tell there isn't analyst coverage of the company, so it is probably flying under the radar.

普通公众持有北方铜业的23%股份。虽然这个群体不能决定公司的命运,但它肯定会对公司运营方式产生真正的影响。

Insider Ownership Of Mabpharm

Mabpharm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. 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.

内部人员的定义在不同国家之间可能略有不同,但董事会成员始终计数。公司管理层回答董事会,在此应代表股东利益。值得注意的是,有时高级管理人员也在董事会上。

I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.

我通常认为内部人士持股是一件好事。但是,在某些情况下,它会使其他股东更难以对董事会的决定进行问责。

Our most recent data indicates that insiders own a reasonable proportion of Mabpharm Limited. Insiders own HK$824m worth of shares in the HK$1.6b company. We would say this shows alignment with shareholders, but it is worth noting that the company is still quite small; some insiders may have founded the business. You can click here to see if those insiders have been buying or selling.

我们最近的数据显示,内部持有Mabpharm有限公司相当比例的股份。 内部人士在这家16亿港元的公司中拥有82400万港元的股份。 我们会说这表明与股东利益保持一致,但值得注意的是,该公司仍然相当小;一些内部人士可能是创立业务的人。您可以点击这里查看这些内部人士是否一直在买入或卖出。

General Public Ownership

一般大众所有权

The general public, who are usually individual investors, hold a 23% stake in Mabpharm. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.

普通大众,通常是个人投资者,在Mabpharm持有23%的股份。 虽然这个群体不能一言九鼎,但他们确实可以对公司的经营产生实际影响。

Private Equity Ownership

股权投资公司持有8.8%的股份,有能力参与塑造以价值创造为重点的公司策略。一些投资者可能会因此而受到鼓舞,因为股权投资公司有时可以鼓励市场看到公司的价值,从而采取有益的策略。另外,那些持有者可能在将其上市后退出投资。

With a stake of 23%, private equity firms could influence the Mabpharm board. Sometimes we see private equity stick around for the long term, but generally speaking they have a shorter investment horizon and -- as the name suggests -- don't invest in public companies much. After some time they may look to sell and redeploy capital elsewhere.

拥有23%股份的股权投资公司可能会影响Mabpharm董事会。有时我们会看到股权投资公司长期持有股份,但一般来说,他们的投资周期较短,正如名称所示,他们不太投资于公共公司。一段时间后,他们可能会考虑卖出股份并将资本重新配置到其他地方。

Private Company Ownership

私有公司的所有权

We can see that Private Companies own 4.0%, of the shares on issue. 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.

我们发现私有公司拥有发行股票的4.0%。这可能值得深入研究。如果关联方(例如内部人士)对其中一家私有公司有利益,那么应在年度报告中披露。私有公司可能对公司具有战略利益。

Next Steps:

下一步:

It's always worth thinking about the different groups who own shares in a company. But to understand Mabpharm better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 1 warning sign with Mabpharm , and understanding them should be part of your investment process.

总是值得考虑公司的股东群体。但要更好地理解Mabpharm,我们需要考虑许多其他因素。例如,考虑投资风险始终存在。我们已经发现了一个Mabpharm的警告信号,了解这些信号应该是您投资过程的一部分。

Of course this may not be the best stock to buy. Therefore, you may wish to see our free collection of interesting prospects boasting favorable financials.

当然,这也可能不是最好的股票交易。因此,您可能想看看我们免费的潜力股票收藏,这些股票具有有利的财务状况。

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.

对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@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。

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