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VNET Group, Inc. (NASDAQ:VNET) Surges 15%; Public Companies Who Own 41% Shares Profited Along With Institutions

VNET Group, Inc. (NASDAQ:VNET) Surges 15%; Public Companies Who Own 41% Shares Profited Along With Institutions

VNEt集团股份有限公司(纳斯达克:VNET)上涨15%;持有41%股份的上市公司和机构均获利
Simply Wall St ·  2024/12/04 02:44

Key Insights

主要见解

  • Significant control over VNET Group by public companies implies that the general public has more power to influence management and governance-related decisions
  • The top 3 shareholders own 55% of the company
  • 13% of VNET Group is held by insiders
  • 公共公司对VNEt集团的显著控制意味着公众一般有更多的权力影响管理和治理相关的决策
  • 前三大股东拥有公司的55%股份。
  • VNEt集团中13%的股份由内部人士持有

If you want to know who really controls VNET Group, Inc. (NASDAQ:VNET), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are public companies with 41% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

如果你想知道谁真正控制VNEt集团有限公司(纳斯达克:VNET),那么你需要看看其股份登记的构成。而持有最大份额的集团是公共公司,拥有41%的股份。换句话说,该集团面临最大潜在收益(或下行风险)。

While public companies were the group that benefitted the most from last week's US$144m market cap gain, institutions too had a 32% share in those profits.

虽然上市公司是上周获得14400万美元市值增长的最大受益者,但机构也占据了32%的利润份额。

Let's delve deeper into each type of owner of VNET Group, beginning with the chart below.

让我们更深入地探讨VNEt集团的每种所有者类型,从下面的图表开始。

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NasdaqGS:VNET Ownership Breakdown December 3rd 2024
纳斯达克GS:VNEt 所有权分解 2024年12月3日

What Does The Institutional Ownership Tell Us About VNET Group?

机构所有权告诉我们关于VNEt集团的什么?

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.

许多机构衡量其业绩的标准是一个近似于当地市场的指数。因此,他们通常更加关注包括在主要指数中的公司。

We can see that VNET Group does have institutional investors; and they hold a good portion of the company's stock. 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 VNET Group's historic earnings and revenue below, but keep in mind there's always more to the story.

我们可以看到VNEt集团确实有机构投资者,他们持有公司股票的相当一部分。这意味着为这些机构工作的分析师已关注该股票并喜欢它。但就像其他任何人一样,他们也可能错。 当多个机构拥有一只股票时,总是存在‘拥挤交易’的风险。当这种交易出现问题时,多方可能会争相快速出售股票。这种风险在没有增长历史的公司中更高。你可以看到VNEt集团的历史盈利和营业收入, 但请记住,事情总会有更多的故事。

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NasdaqGS:VNET Earnings and Revenue Growth December 3rd 2024
纳斯达克GS:VNEt 2024年12月3日的收益和营业收入增长

Hedge funds don't have many shares in VNET Group. The company's largest shareholder is Shandong Hi-Speed Holdings Group Limited, with ownership of 41%. For context, the second largest shareholder holds about 8.2% of the shares outstanding, followed by an ownership of 6.0% by the third-largest shareholder. Sheng Chen, who is the second-largest shareholder, also happens to hold the title of Chief Executive Officer.

对冲基金在VNEt集团并没有很多股份。 公司的最大股东是山东高速控股集团有限公司,持股41%。 作为背景,第二大股东持有约8.2%的流通股,第三大股东持有6.0%的股份。 第二大股东盛琛恰好担任首席执行官。

A more detailed study of the shareholder registry showed us that 3 of the top shareholders have a considerable amount of ownership in the company, via their 55% stake.

对股东登记情况进行更详细的研究发现,前三大股东通过其持有的55%股权在公司拥有相当数量的所有权。

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. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.

研究机构所有权是衡量和过滤股票预期表现的好方法。通过研究分析师的情绪也可以实现同样的目的。由于有相当数量的分析师涵盖这支股票,因此了解他们对未来的整体看法可能会有所帮助。

Insider Ownership Of VNET Group

VNEt集团的内部人持股情况

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. 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.

在不同国家,内部人员的定义可能会略有不同,但董事会成员始终是内部人员。管理层最终向董事会负责。然而,如果管理人员是创始人或CEO,那么成为执行董事会成员也是很常见的。

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.

大多数人认为内部所有权是积极的,因为它可以表示董事会与其他股东的利益相一致。但是,在某些场合下,这个团体的权力过于集中。

Our information suggests that insiders maintain a significant holding in VNET Group, Inc.. Insiders own US$131m worth of shares in the US$1.0b company. That's quite meaningful. Most would say this shows a good degree of alignment with shareholders, especially in a company of this size. You can click here to see if those insiders have been buying or selling.

我们的信息显示,内部人士在VNEt集团有限公司持有相当 знач量的股份。内部人士拥有价值13100万美元的股份,这家公司市值达10亿美元。这相当重要。一些人会说,这表明内部人士与股东之间有良好的利益一致性,尤其是在这样一家规模的公司中。您可以点击这里查看这些内部人士是否有买入或卖出。

General Public Ownership

一般大众所有权

The general public-- including retail investors -- own 14% 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.

一般公众,包括散户投资者,拥有该公司14%的股份,因此不能轻易忽视。尽管这种所有权的规模可能不足以在他们的利益方面影响政策决策,但他们仍然可以对公司政策产生集体影响。

Public Company Ownership

上市公司所有权

It appears to us that public companies own 41% of VNET Group. 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.

我们发现上市公司持有VNEt集团41%的股份。很难确定,但这表明他们有交织的商业利益。这可能是一种战略持股,因此值得关注所有权的变化。

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. Be aware that VNET Group is showing 3 warning signs in our investment analysis , and 1 of those doesn't sit too well with us...

我发现研究公司到底由谁拥有非常有趣。但要真正获得洞察力,我们还需要考虑其他信息。请注意,在我们的投资分析中,VNEt集团显示出3个警告信号,而其中1个信号让我们感觉不太好……

If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.

如果您像我一样,可能希望考虑这家公司是否会增长或缩小。幸运的是,您可以查看此免费报告,显示分析师对其未来的预测。

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:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。

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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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Simply Wall St的这篇文章是一般性质的。我们仅基于历史数据和分析师预测提供评论,使用公正的方法,我们的文章并非意在提供财务建议。这并不构成买入或卖出任何股票的建议,并且不考虑您的目标或财务状况。我们旨在为您带来基于基础数据驱动的长期聚焦分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St对提及的任何股票都没有持仓。

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