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
主要見解
- 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
- 私營企業對天士力藥品集團的重要控制意味着普通公衆在管理和治理相關決策方面擁有更多影響力。
- 前四大股東持有公司50%的股份。
- 機構擁有天士力藥品集團的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.
看一下天士力藥品集團股份有哪些股東可以告訴我們哪個集團最有影響力。 持有最大股份的是擁有49%所有權的私營企業,也就是說,該集團最有可能從其對該公司的投資中獲益最大(或者損失最大)。
As a result, private companies as a group endured the highest losses last week after market cap fell by CN¥1.2b.
因此,私營企業作爲一組在市值下跌了12億元人民幣後承受了最大的損失。
Let's take a closer look to see what the different types of shareholders can tell us about Tasly Pharmaceutical Group.
讓我們仔細研究一下天士力藥品集團不同類型的股東可以告訴我們什麼。
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What Does The Institutional Ownership Tell Us About Tasly Pharmaceutical Group?
機構股東擁有天士力藥品集團股份,這表明爲這些機構工作的分析師已經研究過股票並喜歡這支股票。但和其他任何人一樣,他們也可能錯了。當多個機構擁有一支股票時,總會有一定的風險,因爲他們可能陷入「擁擠的交易」中。如果這種交易出現問題,多個方試圖快速拋售股票。在一個沒有增長曆史的公司中,這種風險更高。下面可以看到天士力藥品集團的歷史收益和營業收入,但請記住,故事總有更多。
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.
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。
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營業收入和收益增長2024年8月12日 我們注意到,對於天士力藥品集團,對沖基金並沒有意義。我們的數據顯示天士力控股集團公司是最大的股東,持有46%的流通股。爲了說明,第二大股東持有約2.0%的流通股,第三大股東持有1.6%的流通股。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240813/0-2ac107612605fb8d9c0f0aae057fbc8c-1-d65fefe5262fd092e3f7e1758ae8e707.png/big)
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.
擁有41%所有權的普通公衆,主要由個人投資者組成,對天士力藥品集團具有一定的影響力。雖然該集團不能主導決策,但它確實對公司的經營產生了實際影響。
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.
進一步觀察發現,前4大股東持有50%的股份。換句話說,這些股東在公司決策中具有重要的發言權。
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 plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too.
儘管研究公司的機構所有權可以爲您的研究增加價值,但研究分析師的建議也是一個好習慣,以深入了解股票的預期表現。有許多分析師對這支股票進行了覆蓋,因此了解他們的預測可能值得一試。
Insider Ownership Of Tasly Pharmaceutical Group
查看公司所有者確實很有趣。但爲了真正獲得洞察力,我們還需要考慮其他信息。因此,您應該知道天士力藥品集團存在一個警告信號。
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.
公司內部人員的定義可能是主觀的,並且在不同的司法管轄區之間有所不同。我們的數據反映了個人內部人員,至少捕捉到董事會成員的記錄。公司管理人員向董事會報告,後者應該代表股東的利益。值得注意的是,有時高級管理人員自己也在董事會中。
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 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.
市場報告顯示,對於上海證券交易所(SHSE:600535)藥品公司天士力藥品集團而言,機構投資者對該公司的持股有所增加。但他們擁有的股份並不是很重要(不到1%)。最大的股東是天士力控股集團公司,擁有46%的流通股。這家公司是由純粹的股權投資公司控制的,它們通常不會涉及日常經營。
General Public Ownership
一般大衆所有權
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.
隨着持股41%的股東,主要由個人投資者組成的大衆對天士力藥品集團具有一定的影響力。雖然這個團體不能決定所有事情,但確實對公司的運營有一定影響力。
Private Company Ownership
私有公司的所有權
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.
我們可以看到,私人公司擁有發行股份的49%的股份。私人公司可能是相關方。有時候內幕人士通過持有私人公司的股票而不是個人的身份來持有一家上市公司的利益。雖然很難得出任何宏觀結論,但值得進一步研究。
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 .
擁有41%所有權的普通公衆,主要由個人投資者組成,對天士力藥品集團具有一定的影響力。雖然該集團不能主導決策,但它確實對公司的經營產生了實際影響。 我們認爲,指出天士力藥品集團存在1個警告信號是很重要的。
Ultimately the future is most important. You can access this free report on analyst forecasts for the company.
最終,未來最重要。您可以在這份關於該公司分析師預測的免費報告中獲取有關信息。
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.
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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。