Recent Uptick Might Appease Kingsoft Corporation Limited (HKG:3888) Institutional Owners After Losing 31% Over the Past Year
Recent Uptick Might Appease Kingsoft Corporation Limited (HKG:3888) Institutional Owners After Losing 31% Over the Past Year
Key Insights
主要見解
- Significantly high institutional ownership implies Kingsoft's stock price is sensitive to their trading actions
- The top 11 shareholders own 51% of the company
- 20% of Kingsoft is held by insiders
- 機構投資者持有比例顯著高,這意味着董事會的交易行爲對Kingsoft的股票價格敏感。
- 前11大股東擁有該公司51%的股份。
- Kingsoft有20%的內部持股。
To get a sense of who is truly in control of Kingsoft Corporation Limited (HKG:3888), it is important to understand the ownership structure of the business. We can see that institutions own the lion's share in the company with 37% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).
爲了了解Kingsoft Corporation Limited (HKG:3888)真正控制公司的人員,了解業務的所有權結構是很重要的。機構擁有公司的大部分股權,佔比37%。也就是說,如果股票漲了(或者有下跌),他們將受益最多(也將損失最多)。
Institutional investors would appreciate the 4.0% increase in share price last week, given their one-year losses have totalled a disappointing 31%.
機構投資者一年來損失了31%,上週股價上漲了4%。
In the chart below, we zoom in on the different ownership groups of Kingsoft.
下圖顯示了Kingsoft不同所有權組的所有權比例。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240802/0-185827d50133fc956b8e7aa4dfe08e4c-0-a43db7ae519179a5a5a7272258c4a1c0.png/big)
What Does The Institutional Ownership Tell Us About Kingsoft?
機構持股情況告訴我們關於Kingsoft的一些信息。
Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices.
許多機構衡量其業績的標準是一個近似於當地市場的指數。因此,他們通常更加關注包括在主要指數中的公司。
Kingsoft 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. 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 Kingsoft's earnings history below. Of course, the future is what really matters.
Kingsoft已經被機構投資者持有了一定量的股票。這意味着用於機構的分析師已經觀察了這隻股票並且他們喜歡它。但是就像其他人一樣,他們會犯錯誤。如果多個機構同時改變他們對某隻股票的看法,股票價格會快速下跌。因此,這是值得關注的。當然,未來才是真正的關鍵。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240802/0-185827d50133fc956b8e7aa4dfe08e4c-1-47838a60e9f2d991075543f93c2d92ee.png/big)
Kingsoft is not owned by hedge funds. Because actions speak louder than words, we consider it a good sign when insiders own a significant stake in a company. In Kingsoft's case, its Top Key Executive, Jun Lei, is the largest shareholder, holding 13% of shares outstanding. Tencent Holdings Limited is the second largest shareholder owning 8.0% of common stock, and Pak Kwan Kau holds about 7.1% of the company stock. Interestingly, the third-largest shareholder, Pak Kwan Kau is also a Member of the Board of Directors, again, indicating strong insider ownership amongst the company's top shareholders.
Kingsoft不被對沖基金所持有。因爲行動比言語更爲重要,當內部人員擁有大量的公司股份時,我們認爲這是一個好的跡象。在Kingsoft的情況下,其高管Jun Lei是最大的股東,持有公司13%的股份。騰訊控股有限公司是第二大股東,持有公司8.0%的普通股,而Pak Kwan Kau持有公司約7.1%的股份。有趣的是,第三大股東Pak Kwan Kau還是董事會成員,這再次表明公司的高層股東擁有強大的內部所有權。
A closer look at our ownership figures suggests that the top 11 shareholders have a combined ownership of 51% implying that no single shareholder has a majority.
更詳細地看一下我們的所有權數據顯示,前11名股東擁有組合所有權的51%,這意味着沒有單一股東擁有多數股份。
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 Kingsoft
似乎內部人員擁有Kingsoft Corporation Limited的相當比例。其市值僅爲290億港元,而內部人員擁有自己名下價值60億港元的股份。這相當顯著。很高興看到這種程度的投資。您可以在此處檢查他們最近是否購買了。
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. 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.
內部人員的定義在不同國家之間可能略有不同,但董事會成員始終計數。公司管理層回答董事會,在此應代表股東利益。值得注意的是,有時高級管理人員也在董事會上。
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。
It seems insiders own a significant proportion of Kingsoft Corporation Limited. It has a market capitalization of just HK$29b, and insiders have HK$6.0b worth of shares in their own names. That's quite significant. It is good to see this level of investment. You can check here to see if those insiders have been buying recently.
上市公司目前持有Kingsoft股票的比例爲11%。很難確定,但這表明他們已經糾纏在一起的業務利益。這可能是一項策略性的股權,所以值得關注所有權變化。
General Public Ownership
一般大衆所有權
The general public-- including retail investors -- own 32% stake in the company, and hence can't easily be ignored. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.
考慮到不同的股東群體對一家公司的股份持有情況,總是值得去思考。但是,爲了更好地了解韻達股份,我們需要考慮其他許多因素。事實證明:我們發現了韻達股份的1個警示信號,您需要意識到該信號。
Public Company Ownership
上市公司所有權
Public companies currently own 11% of Kingsoft stock. 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.
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.
我覺得查看公司的實際所有者非常有趣。但爲了真正獲得洞察力,我們需要考慮其他信息。
Many find it useful to take an in depth look at how a company has performed in the past. You can access this detailed graph of past earnings, revenue and cash flow.
很多人覺得深入了解一家公司過去的表現是有用的。您可以訪問此詳細的過去收益、營業收入和現金流量圖。
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。
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。
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。