Increases to AMS Public Transport Holdings Limited's (HKG:77) CEO Compensation Might Cool off for Now
Increases to AMS Public Transport Holdings Limited's (HKG:77) CEO Compensation Might Cool off for Now
Key Insights
主要見解
- AMS Public Transport Holdings will host its Annual General Meeting on 29th of August
- CEO Man Chun Chan's total compensation includes salary of HK$3.97m
- Total compensation is 848% above industry average
- Over the past three years, AMS Public Transport Holdings' EPS fell by 35% and over the past three years, the total shareholder return was 9.8%
- AMS公共運輸控股公司將於8月29日舉行年度股東大會
- CEO陳文燦的總薪酬包括397萬港元的薪水
- 總薪酬高出行業平均水平848%
- 過去三年,AMS公共運輸控股公司的每股收益下降了35%,過去三年,股東總回報率爲9.8%
The share price of AMS Public Transport Holdings Limited (HKG:77) has been growing in the past few years, however, the per-share earnings growth has been lacking, suggesting something is amiss. Some of these issues will occupy shareholders' minds as the AGM rolls around on 29th of August. It would also be an opportunity for them to influence management through exercising their voting power on company resolutions, including CEO and executive remuneration, which could impact on firm performance in the future. In our analysis below, we show why shareholders may consider holding off a raise for the CEO's compensation until company performance improves.
AMS Public Transport Holdings Limited(HKG:77)的股價在過去幾年中一直在增長,然而每股收益增長不足,這意味着可能有問題。這些問題將在8月29日的股東大會上佔據股東們的思緒。這也將是他們通過行使投票權對公司決議產生影響的機會,包括首席執行官和高管薪酬,這可能會影響公司未來的業績。在下面的分析中,我們將解釋爲什麼股東們可能在公司業績改善之前暫時不提高薪酬。
How Does Total Compensation For Man Chun Chan Compare With Other Companies In The Industry?
曾文燦的總薪酬與行業其他公司相比如何?
At the time of writing, our data shows that AMS Public Transport Holdings Limited has a market capitalization of HK$169m, and reported total annual CEO compensation of HK$4.4m for the year to March 2024. This means that the compensation hasn't changed much from last year. We note that the salary portion, which stands at HK$3.97m constitutes the majority of total compensation received by the CEO.
根據我們的數據顯示,AMS公共運輸控股有限公司的市值爲HK$16900萬,並報告了2024年3月的總年度首席執行官薪酬爲HK$440萬。這意味着薪酬與去年相比變化不大。我們注意到薪酬部分爲HK$397萬,佔首席執行官總薪酬的大部分。
In comparison with other companies in the Hong Kong Transportation industry with market capitalizations under HK$1.6b, the reported median total CEO compensation was HK$461k. This suggests that Man Chun Chan is paid more than the median for the industry. Furthermore, Man Chun Chan directly owns HK$2.3m worth of shares in the company, implying that they are deeply invested in the company's success.
與香港運輸行業市值低於HK$16億的其他公司相比,報告的首席執行官薪酬中位數爲HK$46.1萬。這表明曾文燦的薪酬高於行業中位數。此外,曾文燦直接擁有公司價值HK$230萬的股份,表明他們對公司的成功有着深入的投資。
Component | 2024 | 2023 | Proportion (2024) |
Salary | HK$4.0m | HK$4.0m | 91% |
Other | HK$408k | HK$408k | 9% |
Total Compensation | HK$4.4m | HK$4.4m | 100% |
組成部分 | 2024 | 2023 | 比例(2024年) |
薪資 | 400萬港元 | 400萬港元 | 91% |
其他 | 就行業而言,薪資佔所有我們分析的公司Total Compensation總補償的大約72%,而其他報酬佔28%。比起整個行業來說,AMS公共運輸控股公司通過薪資支付了更高比例的報酬。如果薪資是Total Compensation總補償的主要組成部分,那麼無論績效如何,這意味着CEO會獲得更高比例的固定補償。 | 就行業而言,薪資佔所有我們分析的公司Total Compensation總補償的大約72%,而其他報酬佔28%。比起整個行業來說,AMS公共運輸控股公司通過薪資支付了更高比例的報酬。如果薪資是Total Compensation總補償的主要組成部分,那麼無論績效如何,這意味着CEO會獲得更高比例的固定補償。 | 9% |
總補償 | 440萬港元 | 440萬港元 | 100% |
Talking in terms of the industry, salary represented approximately 72% of total compensation out of all the companies we analyzed, while other remuneration made up 28% of the pie. AMS Public Transport Holdings is paying a higher share of its remuneration through a salary in comparison to the overall industry. If salary is the major component in total compensation, it suggests that the CEO receives a higher fixed proportion of the total compensation, regardless of performance.
在過去的三年裏,AMS公共運輸控股有限公司的股東總回報率爲9.8%,因此大多數股東可能不會太失望。儘管如此,總還是有改進的空間。因此,在看到回報率改善之前,公司的投資者可能不太願意同意將來增加CEO的薪酬。
![1724366620973](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240823/42758941-0-ddc7a8a8b0b34fcc287cde9035db5171.webp/bigjpg)
AMS Public Transport Holdings Limited's Growth
雖然股東們獲得了可觀的回報,但很難忽視盈利增長的缺失,這讓我們質疑這些回報是否會繼續。股東應該充分利用即將到來的機會,就關鍵問題向董事會提問,並重新審視他們對該公司的投資理論。
Over the last three years, AMS Public Transport Holdings Limited has shrunk its earnings per share by 35% per year. It achieved revenue growth of 5.0% over the last year.
首席執行官的薪酬對業績可能會產生巨大影響,但這只是其中的一個因素。我們爲AMS公共運輸控股公司找到了1個警示信號,投資者應該在充滿活力的商業環境中對此有所了解。
The decline in EPS is a bit concerning. And the modest revenue growth over 12 months isn't much comfort against the reduced EPS. These factors suggest that the business performance wouldn't really justify a high pay packet for the CEO. Although we don't have analyst forecasts, you might want to assess this data-rich visualization of earnings, revenue and cash flow.
EPS的下降有點令人擔憂。而近12個月的收入增長不足以使人對降低的EPS感到安慰。 這些因素表明,業務表現並不能證明CEO應獲得高額的報酬。 雖然我們沒有分析師的預測,但您可能希望評估這些關鍵數據。
Has AMS Public Transport Holdings Limited Been A Good Investment?
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.
AMS Public Transport Holdings Limited has generated a total shareholder return of 9.8% over three years, so most shareholders wouldn't be too disappointed. Although, there's always room to improve. As a result, investors in the company might be reluctant about agreeing to increase CEO pay in the future, before seeing an improvement on their returns.
To Conclude...
總之...
While it's true that shareholders have owned decent returns, it's hard to overlook the lack of earnings growth and this makes us question whether these returns will continue. Shareholders should make the most of the coming opportunity to question the board on key concerns they may have and revisit their investment thesis with regards to the company.
CEO compensation can have a massive impact on performance, but it's just one element. We've identified 1 warning sign for AMS Public Transport Holdings that investors should be aware of in a dynamic business environment.
Switching gears from AMS Public Transport Holdings, if you're hunting for a pristine balance sheet and premium returns, this free list of high return, low debt companies is a great place to look.
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.
對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@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。