Shanghai Haoyuan Chemexpress Co., Ltd.'s (SHSE:688131) Market Cap Dropped CN¥380m Last Week; Private Companies Bore the Brunt
Shanghai Haoyuan Chemexpress Co., Ltd.'s (SHSE:688131) Market Cap Dropped CN¥380m Last Week; Private Companies Bore the Brunt
Key Insights
主要見解
- The considerable ownership by private companies in Shanghai Haoyuan Chemexpress indicates that they collectively have a greater say in management and business strategy
- 51% of the business is held by the top 5 shareholders
- Institutional ownership in Shanghai Haoyuan Chemexpress is 23%
- 上海昊源化學快遞私營公司的大量持有意味着它們在公司管理和業務策略方面擁有更大的發言權
- 前五大股東持有公司51%股份
- 上海昊源化學快遞的機構持股比例爲23%
Every investor in Shanghai Haoyuan Chemexpress Co., Ltd. (SHSE:688131) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are private companies with 40% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
上海豪遠藥物科技股份有限公司(SHSE: 688131)的每個投資者都應該意識到最強大的股東群體。而持有最大股份的群體是擁有40%所有權的私人公司。也就是說,如果股票上漲,這個群體將獲得最大的收益(如果出現下跌,則損失最大)。
And last week, private companies endured the biggest losses as the stock fell by 7.9%.
上週股票下跌7.9%,私營公司遭受了最大的損失
Let's take a closer look to see what the different types of shareholders can tell us about Shanghai Haoyuan Chemexpress.
讓我們更仔細地看一下不同類型的股東對上海昊源化學快遞能夠帶給我們的信息
![ownership-breakdown](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240528/0-51a0e3b3b95b02f69cc01d466dbad324-0-d00dbcf7546008ad6c97c0ed0136412b.png/big)
What Does The Institutional Ownership Tell Us About Shanghai Haoyuan Chemexpress?
機構持股告訴我們關於上海昊源化學快遞怎麼樣?
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.
機構通常在向自己的投資者報告時會針對一個基準進行衡量,因此一旦某隻股票被納入主要指數,他們通常會更加熱衷於該股票。我們預計大多數公司都會有一些機構在登記簿上,尤其是那些正在增長的公司。
As you can see, institutional investors have a fair amount of stake in Shanghai Haoyuan Chemexpress. 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. 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 Shanghai Haoyuan Chemexpress' historic earnings and revenue below, but keep in mind there's always more to the story.
正如你所看到的,機構投資者在上海昊源化學快遞中持有相當多的權益。這表明專業投資者認可其信譽。但是,我們不能僅僅依靠這個事實,因爲機構有時也會犯錯誤。當多個機構持有一隻股票時,存在一種風險,即它們都是在一次'人聲鼎沸'的交易中。如果這樣一次交易失敗了,多個方面可能會競相出售股票。對於一個沒有增長曆史的公司,這種風險更大。你可以看到上海昊源化學快遞的歷史收益和營業收入,但請記住,總有更多的故事需要了解。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240528/0-51a0e3b3b95b02f69cc01d466dbad324-1-175485589a8ea30d054e0fe2c821c03d.png/big)
Shanghai Haoyuan Chemexpress is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is Shanghai Anxu Information Technology Co., Ltd. with 32% of shares outstanding. In comparison, the second and third largest shareholders hold about 7.1% and 4.0% of the stock.
上海昊源化學快遞不是由對沖基金持有的。研究數據顯示,最大的股東是上海安許信息技術有限公司,持有32%的流通股份。相比之下,第二和第三大股東持有約7.1%和4.0%的股份。
On looking further, we found that 51% of the shares are owned by the top 5 shareholders. In other words, these shareholders have a meaningful say in the decisions of the company.
進一步觀察後,我們發現前五大股東擁有該公司51%的股份。換句話說,這些股東在公司的決策中有很大的發言權。
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 a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.
儘管研究公司的機構持股可以增加您的研究價值,但研究分析師的建議也是一個好習慣,以更深入地了解股票的預期表現。有相當數量的分析師關注該股,因此了解他們對未來的總體觀點可能很有用。
Insider Ownership Of Shanghai Haoyuan Chemexpress
上海昊源化學快遞的內部股權
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.
在不同國家,內部人員的定義可能會略有不同,但董事會成員始終是內部人員。管理層最終向董事會負責。然而,如果管理人員是創始人或CEO,那麼成爲執行董事會成員也是很常見的。
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.
大多數人認爲內部所有權是積極的,因爲它可以表示董事會與其他股東的利益相一致。但是,在某些場合下,這個團體的權力過於集中。
Our information suggests that Shanghai Haoyuan Chemexpress Co., Ltd. insiders own under 1% of the company. However, it's possible that insiders might have an indirect interest through a more complex structure. It seems the board members have no more than CN¥7.0m worth of shares in the CN¥4.4b company. We generally like to see a board more invested. However it might be worth checking if those insiders have been buying.
我們的信息表明,上海昊源化學快遞有限公司的內部人員擁有不到1%的股份,不過,內部人員可能通過更復雜的結構間接持有股份。董事會成員在價值44億元的公司中持股不超過700萬元,我們通常希望看到更多的董事會成員持股。但是,了解是否有內部人員在購買股票也許是值得考慮的。
General Public Ownership
一般大衆所有權
With a 26% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Shanghai Haoyuan Chemexpress. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
擁有26%股權的公衆股東,主要包括個人投資者,對上海昊源化學快遞具有某種程度的影響力。雖然這個群體不能決策,但它肯定會對公司的運營產生實際影響。
Private Equity Ownership
股權投資公司持有8.8%的股份,有能力參與塑造以價值創造爲重點的公司策略。一些投資者可能會因此而受到鼓舞,因爲股權投資公司有時可以鼓勵市場看到公司的價值,從而採取有益的策略。另外,那些持有者可能在將其上市後退出投資。
Private equity firms hold a 7.1% stake in Shanghai Haoyuan Chemexpress. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public.
私募股權公司持有上海昊源化學快遞7.1%的股權。這表明他們在關鍵政策決策中可能具有影響力。一些投資者可能會因此得到鼓勵,因爲私募股權公司有時能夠鼓勵市場看到公司的價值。或者像在上市後那樣,這些持有者可能正在退出投資。
Private Company Ownership
私有公司的所有權
It seems that Private Companies own 40%, of the Shanghai Haoyuan Chemexpress stock. 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.
看起來,私營公司持有上海昊源化學快遞40%的股份。如果相關方,如內部人員,在這些私營公司中有利益,那麼這應該在年度報告中披露。私營公司對公司也可能有戰略利益。
Next Steps:
下一步:
It's always worth thinking about the different groups who own shares in a company. But to understand Shanghai Haoyuan Chemexpress better, we need to consider many other factors. For example, we've discovered 1 warning sign for Shanghai Haoyuan Chemexpress that you should be aware of before investing here.
總是值得考慮公司的不同股東群體。但要更好地了解上海豪遠藥物科技,我們需要考慮許多其他因素。例如,我們已經發現了一項警示信號,你在在此處投資之前應該知道。
If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.
如果您想發現分析師對未來增長的預測,請不要錯過這份有關分析師預測的免費報告。
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:本文中的數據是使用最後一個財務報表日期結束的爲期12個月的數據計算的。這可能與全年年度報告數據不一致。
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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.
對本文有反饋?關於內容有所顧慮?直接和我們聯繫。或電郵 editorial-team (at) simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。