Hello Group Inc.'s (NASDAQ:MOMO) Large Institutional Owners Must Be Happy as Stock Continues to Impress, up 4.8% Over the Past Week
Hello Group Inc.'s (NASDAQ:MOMO) Large Institutional Owners Must Be Happy as Stock Continues to Impress, up 4.8% Over the Past Week
Key Insights
主要见解
- Given the large stake in the stock by institutions, Hello Group's stock price might be vulnerable to their trading decisions
- The top 8 shareholders own 52% of the company
- Insiders own 23% of Hello Group
- 考虑到机构对股票的大笔投资,挚文集团的股价可能会受到它们交易决策的影响
- 前8大股东占有公司的52%股份。
- 内部人士拥有挚文集团23%的股份
A look at the shareholders of Hello Group Inc. (NASDAQ:MOMO) can tell us which group is most powerful. And the group that holds the biggest piece of the pie are institutions with 57% ownership. Put another way, the group faces the maximum upside potential (or downside risk).
观察纳斯达克:MOMO股票的股东可以告诉我们哪一群体最具影响力。持有最大股份的是拥有57%所有权的机构。换句话说,该群体面临最大的上行潜力(或下行风险)。
And last week, institutional investors ended up benefitting the most after the company hit US$1.2b in market cap. The one-year return on investment is currently 12% and last week's gain would have been more than welcomed.
上周,当公司市值达到12亿美元时,机构投资者最终获得了最大利益。 目前的投资回报率为12%,而上周的收益将会更受欢迎。
Let's take a closer look to see what the different types of shareholders can tell us about Hello Group.
让我们更仔细地看一看,看看不同类型的股东对挚文集团能告诉我们些什么。
What Does The Institutional Ownership Tell Us About Hello Group?
机构持股份额告诉我们什么是关于挚文集团的?
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 Hello Group. 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. 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 Hello Group's earnings history below. Of course, the future is what really matters.
正如您所看到的,机构投资者在挚文集团中持有相当大的股份。 这表明在专业投资者之间有一定的可信度。 但我们不能仅仅依靠这一事实,因为机构有时会做出糟糕的投资,就像所有人一样。 如果多家机构同时改变对一只股票的看法,您可能会看到股价迅速下跌。 因此,值得一看挚文集团的下面的盈利历史。 当然,未来才是真正重要的。
Since institutional investors own more than half the issued stock, the board will likely have to pay attention to their preferences. Hello Group is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is the CEO Yan Tang with 23% of shares outstanding. J O Hambro Capital Management Limited is the second largest shareholder owning 6.6% of common stock, and Renaissance Technologies LLC holds about 4.9% of the company stock.
由于机构投资者拥有超过一半发行股份,董事会可能需要注意他们的偏好。 挚文集团不是由对冲基金拥有。 从我们的数据来看,最大的股东是CEO唐彦,持有公司23%的股份。 J O Hambro Capital Management Limited是第二大股东,拥有公司6.6%的普通股,而Renaissance Technologies LLC持有公司大约4.9%的股份。
We also observed that the top 8 shareholders account for more than half of the share register, with a few smaller shareholders to balance the interests of the larger ones to a certain extent.
内部人员拥有佛山蓝火箭电子股份有限公司的重要比例。内部人员在这家69亿元人民币的企业中持有25亿元人民币的股份,看到内部人员如此投资是很好的。如果这些内部人员最近一直在购买,那就值得检查。
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. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
虽然研究一个公司的机构持股数据是有意义的,但研究分析师预期增长也是有意义的,因为很多分析师都有关注这些股票,因此可以很容易地了解预期增长。
Insider Ownership Of Hello Group
挚文集团的内部持股。似乎内部持有Hello Group Inc.的很大一部分。内部持有1.2亿美元的股份,这在这个市值的公司中非常重要。大多数人会认为这表明了与股东的良好一致性,特别是在这样一个公司的情况下。你可以点击这里看看这些内部人是否一直在买入或卖出。
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 Hello Group Inc.. It is very interesting to see that insiders have a meaningful US$273m stake in this US$1.2b business. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.
根据我们最近的数据,内部人士拥有挚文集团股份的相当比例。看到内部人士在这12亿美元的业务中持有价值27300万美元的股份是非常有趣的。看到这种投资水平是好事。您可以在这里检查,看看这些内部人士最近是否一直在买入。
General Public Ownership
一般大众所有权
With a 20% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Hello Group. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.
占有20%股份,一般公众主要由个人投资者组成,对挚文集团具有一定程度的影响。虽然这种所有权规模相当可观,但如果与其他大股东的决定不一致,则可能不足以改变公司政策。
Next Steps:
下一步:
It's always worth thinking about the different groups who own shares in a company. But to understand Hello Group 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 Hello Group , and understanding them should be part of your investment process.
考虑到拥有公司股份的不同群体总是值得一想。但要更好地了解挚文集团,我们需要考虑许多其他因素。比如,要考虑投资风险这个永恒存在的威胁。我们已经识别出了与挚文集团有关的1个警示信号,了解它们应该是您投资过程的一部分。
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。
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