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Retail Investors Account for 29% of China International Marine Containers (Group) Co., Ltd.'s (SZSE:000039) Ownership, While Public Companies Account for 26%

Retail Investors Account for 29% of China International Marine Containers (Group) Co., Ltd.'s (SZSE:000039) Ownership, While Public Companies Account for 26%

零售投資者佔中集集團(SZSE:000039)的29%所有權,而上市公司佔26%。
Simply Wall St ·  07/16 21:35

Key Insights

主要見解

  • Significant control over China International Marine Containers (Group) by retail investors implies that the general public has more power to influence management and governance-related decisions
  • The top 3 shareholders own 54% of the company
  • Institutional ownership in China International Marine Containers (Group) is 13%
  • 零售投資者對中集集團的控制權意味着普通大衆擁有更多的權力來影響管理和治理相關的決策。
  • 前三大股東擁有該公司54%的股份。
  • 中集集團的機構持股比例爲13%。

If you want to know who really controls China International Marine Containers (Group) Co., Ltd. (SZSE:000039), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are retail investors with 29% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

如果你想知道誰真正控制着中國國際海運集裝箱(集團)有限公司(SZSE:000039),那麼你就必須看看它的股份登記簿構成。持有最大股份的是零售投資者,佔 29% 的持股比例。換句話說,這個團體從他們對這家公司的投資中可能獲得最多的利益(或失去最多)。

Meanwhile, public companies make up 26% of the company's shareholders.

同時,公共公司佔據了該公司的 26% 股東。

Let's take a closer look to see what the different types of shareholders can tell us about China International Marine Containers (Group).

讓我們更仔細地看一下不同類型的股東能告訴我們什麼關於中集集團的信息。

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SZSE:000039 Ownership Breakdown July 17th 2024
SZSE:000039 2014年7月17日所有權分析

What Does The Institutional Ownership Tell Us About China International Marine Containers (Group)?

機構投資者的持股說明了什麼

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 China International Marine Containers (Group). 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. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of China International Marine Containers (Group), (below). Of course, keep in mind that there are other factors to consider, too.

正如你所看到的,機構投資者對中集集團擁有相當多的股份。這表明那些機構的分析師已經看過這支股票並且認爲它是有利的。但與其他人一樣,他們也可能是錯誤的。如果兩個大型機構投資者試圖同時出售股票,那麼股票價格下跌是很常見的。因此,值得檢查中集集團的過去收益軌跡(如下圖)。當然,也記得考慮其他因素。

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SZSE:000039 Earnings and Revenue Growth July 17th 2024
SZSE:000039 2014年7月17日收益和營業收入增長分析

China International Marine Containers (Group) is not owned by hedge funds. China Merchants Port Holdings Company Limited is currently the largest shareholder, with 25% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 20% and 9.8%, of the shares outstanding, respectively.

中集集團不是由對沖基金持有的,招商港口控股有限公司目前是最大的股東,持有 25% 的股票。第二和第三大股東分別持有 20% 和 9.8% 的流通股份。

After doing some more digging, we found that the top 3 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.

經過更深入的挖掘,我們發現前3大股東共控制了公司股份的一半以上,這意味着他們有相當大的權力來影響公司的決策。

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. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

儘管有道理去研究一家公司的機構所有權數據,但了解分析師的觀點也很有道理,以便知道市場的風向。由於相當多的分析師涵蓋了該股票,因此您可以很容易地研究預測的增長。

Insider Ownership Of China International Marine Containers (Group)

中集集團的內部股權所有情況

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。

We can see that insiders own shares in China International Marine Containers (Group) Co., Ltd.. It is a pretty big company, so it is generally a positive to see some potentially meaningful alignment. In this case, they own around CN¥473m worth of shares (at current prices). It is good to see this level of investment by insiders. You can check here to see if those insiders have been buying recently.

我們可以看到,中集集團的內部人員持有股份。這是一個相當大的公司,所以看到一些有意義的股權對齊是一件好事。他們目前擁有約4,730萬人民幣的股份(按現價計算)。看到掌握內幕消息的人有這樣的投資是最好的。

General Public Ownership

一般大衆所有權

With a 29% ownership, the general public, mostly comprising of individual investors, have some degree of sway over China International Marine Containers (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.

由具有一定影響力的私募股權公司持有中集集團9.8%的股份。這表明他們可以在重要的政策決策中發揮影響力。

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 9.8% stake in China International Marine Containers (Group). This suggests they can be influential in key policy decisions. Some might like this, because private equity are sometimes activists who hold management accountable. But other times, private equity is selling out, having taking the company public.

我們可以看到,私有公司擁有中集集團已發行股份的21%。

Private Company Ownership

私有公司的所有權

We can see that Private Companies own 21%, 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.

我們可以看到,在該公司的議題中,公共公司佔據了 26% 的股份。

Public Company Ownership

上市公司所有權

It appears to us that public companies own 26% of China International Marine Containers (Group). It's hard to say for sure but this suggests they have entwined business interests. This might be a strategic stake, so it's worth watching this space for changes in ownership.

考慮到擁有一家公司的不同群體很重要,但還有其他更重要的因素。

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. Case in point: We've spotted 1 warning sign for China International Marine Containers (Group) you should be aware of.

考慮到擁有一家公司的不同群體很重要,但還有其他更重要的因素。有一個警告信號需要注意。

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.

如果您像我一樣,可能希望考慮這家公司是否會增長或縮小。幸運的是,您可以查看此免費報告,顯示分析師對其未來的預測。

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。

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.

對本文有反饋?對內容感到擔憂?請直接與我們聯繫。或者,發送電子郵件至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。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

對本文有反饋?對內容感到擔憂?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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