share_log

Despite Recent Sales, Luyuan Group Holding (Cayman) Limited (HKG:2451) Insiders Own 67% Shares but Recent Downturn May Have Set Them Back

Despite Recent Sales, Luyuan Group Holding (Cayman) Limited (HKG:2451) Insiders Own 67% Shares but Recent Downturn May Have Set Them Back

儘管最近有銷售,但綠源集團控股(開曼)有限公司(HKG:2451)的內部人士擁有67%的股份,但最近的低迷可能使他們受挫。
Simply Wall St ·  07/02 19:33

Key Insights

主要見解

  • Luyuan Group Holding (Cayman)'s significant insider ownership suggests inherent interests in company's expansion
  • The top 2 shareholders own 61% of the company
  • Recent sales by insiders
  • 魯源控股(開曼)的重要內部持股表明了對公司擴張的固有利益。
  • 前兩大股東佔公司的股份比例爲61%。
  • 最近由內部人士出售。

A look at the shareholders of Luyuan Group Holding (Cayman) Limited (HKG:2451) can tell us which group is most powerful. With 67% stake, individual insiders possess the maximum shares in the company. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

看一下魯源控股(開曼)有哪些股東可以告訴我們哪個群體最強大。個人內部持有67%的股份,擁有公司的最大股份。換句話說,該集團將從其對該公司的投資中獲得最多(或者損失最大)。

Despite recent sales, insiders own the most shares in the company. As a result, the group bore the brunt of last week's HK$405m market cap loss.

儘管最近進行了銷售,內部人佔有的股份仍然是最多的。因此,該集團承受了上週40500萬港元的市值損失。

Let's delve deeper into each type of owner of Luyuan Group Holding (Cayman), beginning with the chart below.

讓我們深入研究魯源控股(開曼)的每一種所有者,從下面的圖表開始。

ownership-breakdown
SEHK:2451 Ownership Breakdown July 2nd 2024
SEHK:2451所有權結構2024年7月2日

What Does The Lack Of Institutional Ownership Tell Us About Luyuan Group Holding (Cayman)?

機構持股缺乏對魯源控股(開曼)有什麼影響?

Small companies that are not very actively traded often lack institutional investors, but it's less common to see large companies without them.

通常,不活躍的小公司缺少機構投資者,但大公司缺少機構投資者則不太常見。

There are multiple explanations for why institutions don't own a stock. The most common is that the company is too small relative to funds under management, so the institution does not bother to look closely at the company. Alternatively, there might be something about the company that has kept institutional investors away. Institutional investors may not find the historic growth of the business impressive, or there might be other factors at play. You can see the past revenue performance of Luyuan Group Holding (Cayman), for yourself, below.

機構不持有某個股票可能有多種解釋。最常見的是,該公司相對於管理資金太小,因此機構不會對該公司進行仔細研究。或者,該公司的某些方面可能已經使機構投資者遠離。機構投資者可能沒有發現公司歷史上的業務增長是令人印象深刻的,或者可能存在其他因素。您可以查看下面的魯源控股(開曼)歷史營收表現。

earnings-and-revenue-growth
SEHK:2451 Earnings and Revenue Growth July 2nd 2024
SEHK:2451收入和營收增長2024年7月2日

Hedge funds don't have many shares in Luyuan Group Holding (Cayman). With a 31% stake, CEO Jihong Hu is the largest shareholder. In comparison, the second and third largest shareholders hold about 31% and 5.4% of the stock. Interestingly, the second-largest shareholder, Jie Ni is also Top Key Executive, again, pointing towards strong insider ownership amongst the company's top shareholders.

對沖基金在魯源控股(開曼)中持有的股份不多。佔31%的股份,首席執行官胡繼宏是最大的股東。相比之下,第二、第三大股東持有的股份分別約爲31%和5.4%。有趣的是,第二大股東倪潔也是高管,再次表明公司的高管股東擁有強大的內部持股。

After doing some more digging, we found that the top 2 shareholders collectively control more than half of the company's shares, implying that they have considerable power to influence the company's decisions.

經過進一步挖掘,我們發現前兩個股東共同控制了公司50%以上的股份,說明他們有相當大的影響力來影響公司的決策。

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 Luyuan Group Holding (Cayman)

魯源控股(開曼)的內部持股

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. 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.

公司內部人員的定義可能是主觀的,在管轄範圍之間會有所不同。我們的數據反映了個人內部人員,至少涵蓋了董事會成員。管理層最終對董事會負責。但是,經理擔任執行董事會成員並非不尋常,特別是如果他們是創始人或CEO。

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 the majority of Luyuan Group Holding (Cayman) Limited. This means they can collectively make decisions for the company. So they have a HK$1.7b stake in this HK$2.6b business. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.

我們最近的數據表明,內部人擁有魯源控股(開曼)大部分股份。這意味着他們可以爲公司做出集體決策。因此,他們在這家2.6億港元的企業中擁有17億港元的股份。看看這些內部人最近是否一直在購買。

General Public Ownership

一般大衆所有權

The general public-- including retail investors -- own 30% 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.

普通公衆(包括零售投資者)擁有該公司的30%股權,因此不容忽視。雖然這個群體不能必然控制該公司,但它肯定會對公司的經營產生實際影響。

Private Company Ownership

私有公司的所有權

It seems that Private Companies own 3.6%, of the Luyuan Group Holding (Cayman) 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.

私人公司擁有魯源控股(開曼)的股份爲3.6%。可能值得進一步了解。如果關聯方,如內部人員,對其中一個私人公司有興趣,那應該在年度報告中披露。私人公司可能還對公司有戰略利益。

Next Steps:

下一步:

It's always worth thinking about the different groups who own shares in a company. But to understand Luyuan Group Holding (Cayman) better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 2 warning signs with Luyuan Group Holding (Cayman) (at least 1 which is a bit concerning) , and understanding them should be part of your investment process.

考慮到公司所有股東,這是一家值得思考的公司。但是要更好地了解魯源控股(開曼),我們需要考慮許多其他因素。例如,不斷出現的投資風險。我們已經確定了魯源控股(開曼)的2個警示標誌(至少有1個有點令人擔憂),了解它們應該成爲您的投資過程的一部分。

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。

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?關於內容有所顧慮?直接和我們聯繫。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?關於內容有所顧慮?直接和我們聯繫。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
    搶先評論