Private Companies Are China Aircraft Leasing Group Holdings Limited's (HKG:1848) Biggest Owners and Were Rewarded After Market Cap Rose by HK$454m Last Week
Private Companies Are China Aircraft Leasing Group Holdings Limited's (HKG:1848) Biggest Owners and Were Rewarded After Market Cap Rose by HK$454m Last Week
Key Insights
主要見解
- China Aircraft Leasing Group Holdings' significant private companies ownership suggests that the key decisions are influenced by shareholders from the larger public
- The top 2 shareholders own 62% of the company
- Institutional ownership in China Aircraft Leasing Group Holdings is 25%
- 中國飛機租賃集團控股的重要私人公司所有權表明,主要決策受到更大公衆股東的影響
- 前兩大股東持有該公司62%的股份。
- 中國飛機租賃集團控股的機構持股比例爲25%
To get a sense of who is truly in control of China Aircraft Leasing Group Holdings Limited (HKG:1848), it is important to understand the ownership structure of the business. And the group that holds the biggest piece of the pie are private companies with 38% ownership. Put another way, the group faces the maximum upside potential (or downside risk).
要了解真正控制中國飛機租賃集團控股有限公司(HKG:1848)的是誰,重要的是了解企業的所有權結構。擁有最大股份的是擁有38%所有權的私人公司。換句話說,該集團面臨着最大的上行潛力(或下行風險)。
As a result, private companies were the biggest beneficiaries of last week's 21% gain.
結果,上週的21%漲幅使私營公司成爲最大的受益者。
Let's delve deeper into each type of owner of China Aircraft Leasing Group Holdings, beginning with the chart below.
讓我們深入了解中國飛機租賃集團股份的每種所有者類型,從下面的圖表開始。
What Does The Institutional Ownership Tell Us About China Aircraft Leasing Group Holdings?
機構持股對於中國飛機租賃集團股份有何含義?
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
機構投資者通常將自己的回報與常見的指數回報進行比較。因此,他們通常會考慮購買包括在相關基準指數中的較大公司。
China Aircraft Leasing Group Holdings already has institutions on the share registry. Indeed, they own a respectable stake in the company. 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 China Aircraft Leasing Group Holdings' earnings history below. Of course, the future is what really matters.
中國飛機租賃集團股份已經有機構在股東名冊上。事實上,他們在公司擁有相當大的股份。這表明在專業投資者中有一定的信譽。但我們不能僅憑這個事實就作出判斷,因爲有時機構也會投資失敗,就像其他人一樣。如果多家機構同時改變對一隻股票的看法,你可能會看到股價迅速下跌。因此,值得看看中國飛機租賃集團股份的營業收入歷史數據。當然,未來才是真正重要的。
We note that hedge funds don't have a meaningful investment in China Aircraft Leasing Group Holdings. China Everbright Group Ltd. is currently the largest shareholder, with 38% of shares outstanding. Friedmann Pacific Asset Management Limited is the second largest shareholder owning 24% of common stock, and Ho Man Poon holds about 2.3% of the company stock. Ho Man Poon, who is the third-largest shareholder, also happens to hold the title of Member of the Board of Directors.
我們注意到對中國飛機租賃集團控股有所投資的對沖基金並不具有實質性投資。中國光大集團有限公司目前是最大的股東,持有38%的股份。弗裏德曼太平洋資產管理有限公司是第二大股東,擁有24%的普通股,何文泉持有公司股份約2.3%。何文泉,也是第三大股東,同時也擔任董事會成員。
To make our study more interesting, we found that the top 2 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company.
爲了使我們的研究更有趣,我們發現前2名股東擁有該公司的大部分所有權,這意味着他們足夠強大,可以影響公司的決策。
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.
研究機構持股比例是衡量和篩選股票預期表現的好方法。同樣可以通過研究分析師情緒來實現。由於相當多的分析師都關注着該股票,因此你可以很容易地研究預測的增長。
Insider Ownership Of China Aircraft Leasing Group Holdings
中國飛機租賃集團控股的內部所有權
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。
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.
我通常認爲內部人士持股是一件好事。但是,在某些情況下,它會使其他股東更難以對董事會的決定進行問責。
We can report that insiders do own shares in China Aircraft Leasing Group Holdings Limited. It has a market capitalization of just HK$2.6b, and insiders have HK$105m worth of shares, in their own names. It is good to see some investment by insiders, but it might be worth checking if those insiders have been buying.
我們可以報告,內部股東在中國飛機租賃集團控股有限公司擁有股份。該公司的市值僅爲26億港元,內部人持有價值10500萬港元的股份,以自己的名義。看到一些內部人員的投資是好事,但值得注意的是,這些內部人還在進行買入操作。
General Public Ownership
一般大衆所有權
The general public-- including retail investors -- own 33% stake in the company, and hence can't easily be ignored. While this group can't necessarily call the shots, it can certainly have a real influence on how the company is run.
查看一個公司是否值得通過考慮其股權組合來得知。但要想獲得更全面的了解,我們必須考慮其他信息。請注意,在我們的投資分析中,匯頂科技展示了1個警告信號,你需要了解一下……
Private Company Ownership
私有公司的所有權
We can see that Private Companies own 38%, 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,私人公司擁有發行的股份的38%。如果相關方,例如內幕人士,對其中一個私人公司有興趣,那麼應在年度報告中披露。私人公司還可能對該公司有戰略利益。
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. For instance, we've identified 2 warning signs for China Aircraft Leasing Group Holdings that you should be aware of.
我發現查看公司的股東非常有趣。但要真正獲得見解,我們還需要考慮其他信息。例如,我們已經確定了中國飛機租賃集團控股的 2個警示信號,你應該注意。
If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.
如果您希望了解分析師在未來增長方面的預測,請務必不要錯過這份免費報告。
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.
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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。
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