Shareholders – MS Coursing http://mscoursing.com/ Tue, 22 Nov 2022 17:48:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://mscoursing.com/wp-content/uploads/2021/07/icon-150x150.png Shareholders – MS Coursing http://mscoursing.com/ 32 32 Mobile TeleSystems: MTS to Announce Dividend Payment Mechanism for Shareholders Converting ADRs After July 12, 2022 – Form 6-K https://mscoursing.com/mobile-telesystems-mts-to-announce-dividend-payment-mechanism-for-shareholders-converting-adrs-after-july-12-2022-form-6-k/ Tue, 22 Nov 2022 17:22:07 +0000 https://mscoursing.com/mobile-telesystems-mts-to-announce-dividend-payment-mechanism-for-shareholders-converting-adrs-after-july-12-2022-form-6-k/ MTS Announces Dividend Payment Mechanism for Shareholders Converting ADRs After 12e from July 2022 November 22, 2022 MOSCOW, Russia – Mobile TeleSystems Public Joint Stock Company (“MTS” or “the Company”) (MOEX: MTSS), a leading provider of digital and media services and Russia’s largest mobile operator, announces the payment schedule for shareholders who converted the ADRs […]]]>

MTS Announces Dividend Payment Mechanism for Shareholders Converting ADRs After 12e from July 2022

November 22, 2022

MOSCOW, Russia – Mobile TeleSystems Public Joint Stock Company (“MTS” or “the Company”) (MOEX: MTSS), a leading provider of digital and media services and Russia’s largest mobile operator, announces the payment schedule for shareholders who converted the ADRs after the dividend record date (July 12, 2022).

To claim unpaid dividends, shareholders must gather a set of documents (the information to be provided by shareholders and the list of documents are presented on the official website: IR MTS). Documents written in a language other than Russian must be translated into Russian with subsequent notarization of the translation.

Shareholders can submit their documents by mail to the following address: JSC Reestr, 20 Bolshoy Balkansky per., bldg. 1, 129090 Moscow, Russian Federation, either personally or through an agent serving the documents, signed by the shareholder, at the address given in accordance with the Client Acceptance Schedule published on the Registrar’s website (https://www.aoreestr.ru/contacts/).

If shareholders have any questions about the collection or execution of documents, they can contact JSC Reestr directly by phone at +7 (495) 617-01-01 or by sending a request on the Registrar’s official website: Интернет-приемная АО “Реестр” (aoreestr.ru).

If there are reasonable doubts as to the completeness and/or reliability or insufficiency of the information specified in the request for payment of dividends and the documents attached thereto, MTS PJSC has the right to refuse to pay the dividends to the person concerned.

* * *

For more information, please contact in Moscow:

Investor Relations Department

Mobile TeleSystems Public Joint Stock Company

Tel: +7 495 223 2025

Email: ir@mts.ru

* * *

Mobile TeleSystems Public Joint Stock Company (“MTS” – MOEX: MTSS) is Russia’s largest mobile operator and one of the leading network-native digital service providers. The company offers a full range of solutions for individuals and businesses across wireless and wired connectivity; over-the-top, linear and satellite television; digitally-enabled banking and financial services; as well as unified communications, cloud computing and IoT. More than 88 million mobile subscribers use MTS services in the company’s operations in Russia, Armenia and Belarus, including about 80 million subscribers in Russia alone. In addition, MTS has a nationwide network of over 5,400 owned and franchised outlets in Russia, and provides nearly 10 million customers with broadband, TV and/or landline connectivity, over 10 million users – with OTT and pay-TV services. The number of ecosystem customers exceeds 12 million and MTS Bank’s customer base exceeds 3 million. MTS is majority owned by Sistema PJSFC, a listed Russian investment company. MTS shares are listed on the Moscow Stock Exchange under the symbol MTSS. For more information, please visit the company’s Investor Relations website at ir.mts.ru.

]]>
Kensington Capital Acquisition Corp. V (NYSE: KCGI) is largely controlled by institutional shareholders who own 66% of the company https://mscoursing.com/kensington-capital-acquisition-corp-v-nyse-kcgi-is-largely-controlled-by-institutional-shareholders-who-own-66-of-the-company/ Sat, 19 Nov 2022 13:54:40 +0000 https://mscoursing.com/kensington-capital-acquisition-corp-v-nyse-kcgi-is-largely-controlled-by-institutional-shareholders-who-own-66-of-the-company/ If you want to know who actually controls Kensington Capital Acquisition Corp. V (NYSE: KCGI), then you’ll have to look at the composition of its share registry. And the group that holds the biggest slice of the pie are institutions with 66% ownership. In other words, the group is likely to gain the most (or […]]]>

If you want to know who actually controls Kensington Capital Acquisition Corp. V (NYSE: KCGI), then you’ll have to look at the composition of its share registry. And the group that holds the biggest slice of the pie are institutions with 66% ownership. In other words, the group is likely to gain the most (or lose the most) from its investment in the business.

Since institutional owners have a huge pool of resources and liquidity, their investment decisions tend to carry a lot of weight, especially with individual investors. Therefore, having a considerable amount of institutional money invested in a business is often considered a desirable trait.

In the chart below, we zoom in on the different ownership groups of Kensington Capital Acquisition V.

See our latest analysis for Kensington Capital Acquisition V

distribution of property

What does institutional ownership tell us about Kensington Capital Acquisition V?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it is included in a major index. We would expect most companies to have some institutions listed, especially if they are growing.

As you can see, institutional investors hold a sizable share of Kensington Capital Acquisition V. This implies that analysts working for these institutions have looked at the stock and they like it. But like everyone else, they can be wrong. When multiple institutions hold a stock, there is always a risk that they are in a “crowded trade”. When such a transaction goes wrong, multiple parties may compete to quickly sell shares. This risk is higher in a company with no history of growth. You can see Kensington Capital Acquisition V’s historic earnings and revenue below, but keep in mind there’s always more to tell.

earnings-and-revenue-growth

earnings-and-revenue-growth

Institutional investors own more than 50% of the company, so together they can probably heavily influence board decisions. Hedge funds don’t have a lot of shares in Kensington Capital Acquisition V. Looking at our data, we can see that the largest shareholder is Kensington Capital Partners, LLC with 17% of shares outstanding. The second and third largest shareholders are Adage Capital Management, LP and Dryden Capital, LLC, with an equal number of shares to their names at 4.2%.

Looking at the shareholder register, we can see that 51% of the ownership is controlled by the 12 major shareholders, which means that no shareholder has a controlling interest in the ownership.

Institutional ownership research is a good way to assess and filter the expected performance of a stock. The same can be obtained by studying the feelings of the analyst. As far as we can tell, there’s no analyst coverage of the company, so it’s probably flying under the radar.

Insider ownership of Kensington Capital V acquisition

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The management of the company runs the company, but the CEO will answer to the board of directors, even if he is a member of it.

I generally consider insider ownership to be a good thing. However, there are times when it is more difficult for other shareholders to hold the board accountable for decisions.

We note that our data does not show any board members personally owning shares. Since we do not track insider ownership, we may have missing data. It would therefore be interesting to evaluate CEO compensation and tenure here.

General public property

The general public, including retail investors, owns 17% of the company’s capital and therefore cannot be easily ignored. Although this group may not necessarily make the decisions, they can certainly have a real influence on the way the business is run.

Private equity ownership

With a 17% stake, private equity firms could influence Kensington Capital Acquisition V’s board of directors. shorter and, as their name suggests, do not invest heavily in public companies. After a while, they may look to sell and redeploy capital elsewhere.

Next steps:

It is always useful to think about the different groups that own shares in a company. But to better understand Kensington Capital Acquisition V, we need to consider many other factors. For example, we found 4 warning signs for Kensington Capital Acquisition V (3 are potentially serious!) that you should be aware of before investing here.

Sure, you might find a fantastic investment by looking elsewhere. So take a look at this free list of interesting companies.

NB: The figures in this article are calculated using trailing twelve month data, which refers to the 12 month period ending on the last day of the month the financial statements are dated. This may not be consistent with the annual report figures for the full year.

Feedback on this article? Concerned about content? Get in touch with us directly. You can also email the editorial team (at) Simplywallst.com.

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

Join a Paid User Research Session
You will receive a $30 Amazon Gift Card for 1 hour of your time while helping us create better investment tools for individual investors like you. register here

]]>
Letter to Cryptology Asset Group shareholders https://mscoursing.com/letter-to-cryptology-asset-group-shareholders/ Thu, 17 Nov 2022 09:01:01 +0000 https://mscoursing.com/letter-to-cryptology-asset-group-shareholders/ Letter to Cryptology Asset Group shareholders Dear Cryptology Asset Group shareholders, Just when everyone thought the worst might be over in the crypto world, and just when first impressions of inflation turned weaker than expected, potentially allowing the FED to raise rate more slowly, the explosion of FTX may seem like a death kiss to […]]]>

Letter to Cryptology Asset Group shareholders

Dear Cryptology Asset Group shareholders,

Just when everyone thought the worst might be over in the crypto world, and just when first impressions of inflation turned weaker than expected, potentially allowing the FED to raise rate more slowly, the explosion of FTX may seem like a death kiss to the “crypto industry” to you.

Maybe in some way it is, which – you might be surprised to learn – doesn’t make us unhappy. The reason is that at Cryptology, we have always hated the notion of “crypto” industry. We believe that the “crypto“The industry has moved away from what we strongly believe it should be, and is, a “Bitcoin industry”.

Let me explain… the “crypto industry” was JUST BITCOIN in the early years, from Bitcoin’s birth in 2009 to around 2014. Bitcoin, in this context, stands the test of time compared to its peers. Even now, in these difficult times, it has a value proposition that is now significantly more attractive than ever: a decentralized structure, a finite number of coins, and an immutable ledger culminating in the ultimate store of value… DIGITAL GOLD. Bitcoin is the hardest form of currency in the world and the undisputed king of its industry.

The existence of Bitcoin justifies the existence of ancillary services like Bitcoin miners, exchanges, retail brokers, etc. This is why our portfolio is focused on exactly that: a directional bet on Bitcoin through our stake in B1 and other stakes in a few ancillary services and infrastructure providers around Bitcoin. We prefer an extremely concentrated portfolio with strong convictions rather than too broad a spread, diluting our convictions. Thus, our investment thesis is formed.

Looking at developments in the industry, with the rise of Bitcoin in 2014/15, people started wanting “more”. Sometimes, however, it is very difficult to recreate something that is itself quite perfect. This is where the “crypto industry” took a wrong turn. This shift expanded the scope of the market from a “Bitcoin industry” to the “crypto industry”. As a result, thousands of crypto assets have been created and launched over the past few years – the vast majority of which will be, or already are, completely and utterly worthless. Investors and issuers took massive leverage to back these worthless and illiquid coins, some of which were even used as collateral for the debt itself.

Worse still, industry participants who were barely old enough to drink alcohol got drunk on their own “success,” fueling this “crypto industry” madness, and doing it quite openly. They were talking about “ponzinomics” and naming digital assets as if they were babies learning to talk. The new “crypto industry” has become arrogant and arrogant, and the emperor has now been exposed without clothes.

We are proud to say that we have never participated in this madness. As I pointed out, our portfolio is focused on bitcoin and the infrastructure providers around it. Even the few venture capital funds we have invested in share a similar objective. As such, I am extremely proud to say that At Cryptology, we have NO direct exposure to FTX and its collapseand NONE of the companies or funds in our portfolio have any direct exposure or losses due to FTX that we are aware of.

Going forward, the only strategic adjustment we are making is to scale down our investment plan a bit to $100 million in crypto/Bitcoin venture capital funds. In truth, we haven’t seen many funds we’ve liked in the last 12 months and have invested a few million dollars in only a handful. We have decided to remain focused on companies in our core portfolio that we feel very comfortable with.

Given the current situation, we believe in two guiding principles:

1) Too much is bad, but don’t throw the baby out with the bathwater

See through all the noise in the industry – the hype in the past and now the negative tone – we are still – or in fact After than ever – 100% convinced that Bitcoin enables a superior and more inclusive economy…something the world desperately needs. Bitcoin is truly digital gold and the toughest form of money today. When it takes this rightful place as the ultimate store of value – or even if it shares such a title with gold for many decades – it still has a bright future ahead of it.

Bitcoin is truly decentralized and actively used by over 200 million people worldwide. It is secured by the most powerful computer network in the world – one of the greatest feats of engineering in human history. When the confidence game is over for the “crypto industry”, we are determined that the market will return to Bitcoin.

2) Just because there are bad actors doesn’t mean everything is bad and everyone is bad

We are optimists. We give people the benefit of the doubt. And yes, from time to time, people will disappoint you. However, more often than not, people surprise us positively and bring immense value and happiness to our lives. Often this happens even in the darkest of times. People who let negative moments like this define their behavior are often relegated to being miserable themselves. More importantly, these people are missing out on incredible and justified future opportunities.

Just because FTX CEO Sam Bankman-Fried turned out to be a bad actor doesn’t mean everyone else in the same industry is too. A bad temper is not an infectious disease, and we’ve met and invested in some amazing entrepreneurs in the Bitcoin world. They share our long-term view of the Bitcoin industry and, more importantly, they value the unquestionable integrity that is required to build exceptional businesses.

At Cryptology, we take a long-term view of the BITCOIN industry and firmly believe that the companies we have invested in, such as Northern Data and BULLISH, will benefit from the current market consolidation in the short to medium term, ultimately winning in the long run. term. term. We focus on investing in builders, not speculators. The best builders prove themselves in tumultuous markets like this.

As such, we view our own stock, and its directional bet on the Bitcoin industry, as the best investment available today. This is especially true with our shares which trade at such a discount to Cryptology’s estimated net asset value. Thereby, we will continue to buy back shares every day for the benefit of our shareholders.

I leave you, fellow shareholders, with one final thought… While the “crypto” industry may be dead, or at the very least in need of massive upheaval and renewal, THE BITCOIN INDUSTRY IS MORE ALIVE THAN EVER!

Cordially,

Patrick Lowry, CEO

About Cryptology Asset Group plc

Cryptology Asset Group (German Stock Exchange, ISIN: MT0001770107; Ticker: CAP:GR) is a leading European holding company for Bitcoin and Blockchain-related business models. Cryptology was founded by Christian Angermayer’s family office, Apeiron Investment Group, and crypto legend Mike Novogratz. Noteworthy portfolio companies include Bitcoin giant B1, leading HPC data center operator Northern Data, commission-free online neo-broker nextmarkets, and digital asset management group Iconic Holding.

Media Contact:

Cryptology Asset Group plc

66/67, Beatrice, rue Amery,

Sliema SLM 1707 Malta

Email: info@cryptology-ag.com

17.11.2022 CET/CEST Dissemination of a press release, transmitted by EQS News – a service of EQS Group AG.
The issuer is solely responsible for the content of this announcement.

EQS distribution services include regulatory announcements, financial/corporate news and press releases.
Archives on www.eqs-news.com

]]>
Major shareholders of Roche Holding AG (VTX:ROG) are individual investors with 49% ownership, institutions with 36% https://mscoursing.com/major-shareholders-of-roche-holding-ag-vtxrog-are-individual-investors-with-49-ownership-institutions-with-36/ Sun, 13 Nov 2022 08:37:06 +0000 https://mscoursing.com/major-shareholders-of-roche-holding-ag-vtxrog-are-individual-investors-with-49-ownership-institutions-with-36/ Each investor of Roche Holding AG (VTX: ROG) should know the most powerful shareholder groups. We can see that individual investors hold the lion’s share of the company with 49% ownership. That is, the group will benefit the most if the stock goes up (or lose the most if there is a downturn). And institutions, […]]]>

Each investor of Roche Holding AG (VTX: ROG) should know the most powerful shareholder groups. We can see that individual investors hold the lion’s share of the company with 49% ownership. That is, the group will benefit the most if the stock goes up (or lose the most if there is a downturn).

And institutions, on the other hand, have a 36% stake in the company. Insiders often own a large portion of younger, smaller companies, while larger companies tend to have institutions as shareholders.

Let’s take a closer look at what different types of shareholders can tell us about Roche Holding.

Check opportunities and risks within the XX Pharmaceuticals industry.

SWX: ROG Ownership Breakdown November 13, 2022

What does institutional ownership tell us about Roche Holding?

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.

We can see that Roche Holding has many institutional investors; and they own a good part of the shares of the company. This implies that analysts working for these institutions have reviewed the stock and like it. But like everyone else, they can be wrong. When multiple institutions hold a stock, there is always a risk that they are in a “crowded trade”. When such a transaction goes wrong, multiple parties may compete to quickly sell shares. This risk is higher in a company with no history of growth. You can see Roche Holding’s historic earnings and revenue below, but keep in mind there’s always more to tell.

earnings-and-revenue-growth
SWX:ROG Earnings and Revenue Growth November 13, 2022

We note that hedge funds have no significant investment in Roche Holding. Roche Long Term Foundation is currently the largest shareholder, with 6.7% of outstanding shares. In comparison, the second and third shareholders hold approximately 5.1% and 3.9% of the shares. Andre Hoffmann, who is the third shareholder, also holds the title of vice-president.

A closer look at our ownership data shows that the top 25 shareholders collectively own less than half of the register, suggesting a large group of small shareholders where no single shareholder has a majority.

While studying the institutional ownership of a company can add value to your research, it is also recommended that you research analyst recommendations to better understand a stock’s expected performance. There are plenty of analysts covering the stock, so it might be interesting to see what they are predicting as well.

Insider ownership of Roche Holding

While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Management is ultimately responsible to the board of directors. However, it is not uncommon for managers to be members of the management board, especially if they are founders or CEOs.

Most view insider ownership as a positive because it can indicate that the board is well aligned with other shareholders. However, there are times when too much power is concentrated within this group.

Shareholders would probably be interested to learn that insiders hold shares of Roche Holding AG. Insiders hold 24 billion francs worth of shares (at current prices). Good to see this level of investment. You can check here if these insiders have bought recently.

General public property

The general public, generally individual investors, owns 49% of the capital of Roche Holding. Although this group may not necessarily make the decisions, they can certainly have a real influence on the way the business is run.

Private Company Ownership

It appears that private companies hold 6.7% of the shares of Roche Holding. It’s hard to draw conclusions from this fact alone, so it’s worth investigating who owns these private companies. Sometimes insiders or other related parties have an interest in shares of a public company through a separate private company.

Next steps:

It is always useful to think about the different groups that own shares in a company. But to better understand Roche Holding, we need to consider many other factors. Be aware that Roche Holding presents 1 warning sign in our investment analysis you should know…

At the end of the day the future is the most important. You can access this free analyst forecast report for the company.

NB: The figures in this article are calculated using trailing twelve month data, which refers to the 12 month period ending on the last day of the month the financial statements are dated. This may not be consistent with the annual report figures for the full year.

Valuation is complex, but we help make it simple.

Find out if Roche Holding is potentially overvalued or undervalued by viewing our full analysis, which includes fair value estimates, risks and warnings, dividends, insider trading and financial health.

See the free analysis

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

]]>
Shareholder Dispute Resolution – Lexology https://mscoursing.com/shareholder-dispute-resolution-lexology/ Fri, 11 Nov 2022 07:59:51 +0000 https://mscoursing.com/shareholder-dispute-resolution-lexology/ “Resolving shareholder disputes” We’ve discussed board dispute resolution here: https://brodies.com/insights/corporate/a-handy-guide-to-reresolution-board-disputes/ More fundamental shareholder disputes can often arise for a wide range of reasons, including a few examples: shareholders feel that the company’s affairs are mismanaged, disagreements over how the company is run, or even embezzlement of company funds. Ideally, any dispute between shareholders should be […]]]>

“Resolving shareholder disputes”

We’ve discussed board dispute resolution here: https://brodies.com/insights/corporate/a-handy-guide-to-reresolution-board-disputes/

More fundamental shareholder disputes can often arise for a wide range of reasons, including a few examples: shareholders feel that the company’s affairs are mismanaged, disagreements over how the company is run, or even embezzlement of company funds.

Ideally, any dispute between shareholders should be dealt with at general meetings. However, when concerns are not properly addressed at these meetings, other avenues may need to be explored. To identify the options available to shareholders, the parties should check (i) the company’s articles of association and (ii) the shareholders’ agreement (if applicable). Beyond this, shareholders should consult the Companies Act 2006 (the “Act”) which provides guidance on how shareholders can resolve disputes.

Statutory rights

Shareholders have certain statutory rights under the Act which may be helpful in resolving disputes. For example, shareholders have the right to require the company to call a general meeting. Sometimes these rights may be sufficient to rectify the disagreement. This is particularly the case if the articles of association and any shareholders’ agreement contain an adequate provision for voting, intervention by the chairman or dispute resolution. However, in some circumstances it may be necessary to explore other options.

Article 994 – the legal recourse:

As a result of the dispute, shareholders (especially minority shareholders) may feel unfairly aggrieved and excluded from business and corporate decision-making. Fortunately, the law provides means of protection in these circumstances. Section 994 of the Act acts as a legal remedy for shareholders who suffer unjust prejudice. Under Section 994 of the Act, a shareholder may take legal action when the affairs of a corporation are conducted in a manner unfairly prejudicial to some or all of its members and their interests. There is no simple definition of what constitutes “unjust hardship” and the court has wide discretion in applying them. A key consideration to note, however, is that the court applies equal weight to both parts of the wording. Thus, no matter how prejudicial an action is, if it is not deemed unfair in the circumstances, no right of recourse will be available to the aggrieved shareholder.

Some situations where courts have found unfair hardship include:

  • Misappropriation of business or company assets;
  • Mismanagement of company affairs; and
  • Non-payment of dividends or payment of excessive dividends.

Article 996 – legal remedies:

Section 996 of the Act gives the court sweeping powers to grant remedies to shareholders whose interests have been unjustly harmed. If the court is satisfied that the motion brought by the shareholders is “well-founded”, it has the power to make any order it deems sufficient to remedy the unjust prejudice suffered. The purchase of the shares by the offender (usually a majority shareholder) or by the company itself (share buyback) is the remedy most often requested and granted. Some of the court’s other remedies may include:

  • Regulate the conduct of the company and the management of its affairs in the future;
  • Require the company to refrain from continuing to act in an unjustly harmful manner or on the contrary, if by omission the company has not acted, it must act;
  • Authorize civil suits to be brought on behalf of the company;
  • Prohibit the company from amending its articles of association without the consent of the court; Where
  • In extreme circumstances, the fair and equitable liquidation of the company.

Avoid conflicts between shareholders

Initiating an unjust prejudice case can be a long and costly process, and it is worth bearing in mind that potential shareholder disputes can be avoided by having a shareholders’ agreement in place. A shareholders’ agreement is a contract between all or part of the shareholders and (if applicable) the company itself. It may deal with some or all aspects of the relationship between the parties, including the personal rights and obligations of shareholders. It will reflect the intentions of the parties as to how the business will be managed and directed. A shareholders’ agreement can prevent or provide a way to resolve disputes that may arise. The implementation of a shareholders’ agreement is simple and relatively inexpensive compared to the cost of resolving a dispute in the absence of any agreement.

]]>
International Cement Group (SGX:KUO) shareholders are in the red if they invested five years ago https://mscoursing.com/international-cement-group-sgxkuo-shareholders-are-in-the-red-if-they-invested-five-years-ago/ Wed, 09 Nov 2022 00:48:00 +0000 https://mscoursing.com/international-cement-group-sgxkuo-shareholders-are-in-the-red-if-they-invested-five-years-ago/ Ideally, your overall portfolio should beat the market average. But every investor is virtually certain to have both outperforming and underperforming stocks. So we wouldn’t blame in the long run Ciment International Group Ltd. (SGX: KUO) shareholders for doubting their decision to hold, the stock having fallen 44% in half a decade. And we doubt […]]]>

Ideally, your overall portfolio should beat the market average. But every investor is virtually certain to have both outperforming and underperforming stocks. So we wouldn’t blame in the long run Ciment International Group Ltd. (SGX: KUO) shareholders for doubting their decision to hold, the stock having fallen 44% in half a decade. And we doubt long-term believers are the only worried holders, as the stock price has fallen 29% in the last twelve months. Moreover, it fell by 15% in about a quarter. It’s not much fun for the holders.

It is worth assessing whether the economics of the company have evolved alongside these disappointing returns to shareholders, or whether there is some disparity between the two. So let’s just do that.

Check out our latest analysis for International Cement Group

While markets are a powerful pricing mechanism, stock prices reflect investor sentiment, not just underlying trading performance. An imperfect but simple way to examine the evolution of a company’s perception by the market is to compare the evolution of earnings per share (EPS) with the evolution of the share price.

In the unfortunate half-decade in which the share price fell, International Cement Group actually saw its earnings per share (EPS) improve by 49% annually. Given the stock price reaction, one might suspect that EPS is not a good indicator of the company’s performance over the period (perhaps due to a loss or a one-time gain). Alternatively, growth expectations may have been unreasonable in the past.

Due to the stark contrast between EPS growth rate and stock price growth, we are inclined to look to other metrics to understand the shift in market sentiment around the stock.

Unlike the stock price, earnings actually increased by one year over the five-year period. A closer look at revenue and earnings may or may not explain why the stock price is languishing; there might be an opportunity.

The company’s revenues and profits (over time) are shown in the image below (click to see exact figures).

earnings-and-revenue-growth

We are pleased to report that the CEO is compensated more modestly than most CEOs of similarly capitalized companies. It’s always worth keeping an eye on CEO compensation, but a more important question is whether the company will grow its profits over the years. It might be interesting to take a look at our free report on results, turnover and cash flow of International Cement Group.

A different perspective

We regret to report that International Cement Group shareholders are down 29% for the year. Unfortunately, this is worse than the general market decline of 3.8%. That said, it is inevitable that some stocks will be oversold in a falling market. The key is to keep your eyes on the fundamental developments. Unfortunately, last year’s performance capped a bad run, with shareholders facing a total loss of 8% per year over five years. We realize that Baron Rothschild said investors should “buy when there’s blood in the streets”, but we caution that investors should first make sure they are buying a high quality company. While it’s worth considering the various impacts that market conditions can have on the stock price, there are other, even more important factors. Even so, know that International Cement Group presents 2 warning signs in our investment analysis you should know…

Sure, you might find a fantastic investment by looking elsewhere. So take a look at this free list of companies that we believe will increase their profits.

Please note that the market returns quoted in this article reflect the market-weighted average returns of the stocks currently trading on the SG exchanges.

Feedback on this article? Concerned about content? Get in touch with us directly. You can also email the editorial team (at) Simplywallst.com.

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

Join a Paid User Research Session
You will receive a $30 Amazon Gift Card for 1 hour of your time while helping us create better investment tools for individual investors like you. register here

]]>
A good week for shareholders of JD Health International (HKG: 6618) does not ease the pain of the loss of a year https://mscoursing.com/a-good-week-for-shareholders-of-jd-health-international-hkg-6618-does-not-ease-the-pain-of-the-loss-of-a-year/ Mon, 07 Nov 2022 00:39:16 +0000 https://mscoursing.com/a-good-week-for-shareholders-of-jd-health-international-hkg-6618-does-not-ease-the-pain-of-the-loss-of-a-year/ This week we saw the JD Health International Inc. (CHF:6618) the stock price climbs 28%. It’s not great that the stock is down from last year. But at least it made up for the 28% loss in its market. Although last week was more reassuring for shareholders, they are still in the red over the […]]]>

This week we saw the JD Health International Inc. (CHF:6618) the stock price climbs 28%. It’s not great that the stock is down from last year. But at least it made up for the 28% loss in its market.

Although last week was more reassuring for shareholders, they are still in the red over the past year, so let’s see if the underlying activity was responsible for the decline.

Check opportunities and risks within the online retail industry in Hong Kong.

Given that JD Health International has posted a loss over the past twelve months, we think the market is likely more focused on revenue and revenue growth, at least for now. Generally speaking, companies without profits should increase their revenue every year, and at a good pace. Indeed, rapid revenue growth can be easily extrapolated to predict profits, often of considerable size.

JD Health International increased its revenue by 54% over the past year. This is a solid result that is better than most other loss-making companies. Given that the whole market is down, the 23% drop last year isn’t too bad. Given the strong revenue growth, the stock may simply be suffering from market conditions. Given the strong revenue growth, this could be an opportunity for investors focused on long-term growth, assuming the stock has the resources to achieve profitability. Either way, we’d say the lag between revenue growth and stock price warrants closer examination.

The company’s revenues and profits (over time) are shown in the image below (click to see exact figures).

SEHK: 6618 Earnings and Revenue Growth Nov 7, 2022

JD Health International is well known to investors and many smart analysts have tried to predict future profit levels. You can see what analysts are predicting for JD Health International in this interactive graph of future earnings estimates.

A different perspective

While they would no doubt have preferred to make a profit, at least JD Health International shareholders didn’t do too badly last year. Their 23% loss actually beat the broader market, which lost about 28%. Unfortunately for shareholders, the stock price momentum hasn’t improved much with a 12% drop in about 90 days. That doesn’t sound great to us, but it’s possible the market could overreact to earlier disappointment. If you want to do more detailed research on JD Health International, you may want to check whether insiders have bought or sold shares of the company.

If you’re like me, then you not want to miss this free list of growing companies insiders are buying.

Please note that the market returns quoted in this article reflect the average market-weighted returns of stocks currently trading on HK exchanges.

Valuation is complex, but we help make it simple.

Find out if JD Health International is potentially overvalued or undervalued by viewing our full analysis, which includes fair value estimates, risks and warnings, dividends, insider trading and financial health.

See the free analysis

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

]]>
While SSY Group (HKG: 2005) shareholders have been in the red for the past three years, underlying earnings have actually increased https://mscoursing.com/while-ssy-group-hkg-2005-shareholders-have-been-in-the-red-for-the-past-three-years-underlying-earnings-have-actually-increased/ Sat, 05 Nov 2022 01:02:18 +0000 https://mscoursing.com/while-ssy-group-hkg-2005-shareholders-have-been-in-the-red-for-the-past-three-years-underlying-earnings-have-actually-increased/ In order to justify the effort of picking individual stocks, it is worth striving to beat the returns of an index fund. But if you try your hand at stock picking, you may underperform the market. Unfortunately, this has been the case for longer SSY Group Limited (HKG: 2005) shareholders, as the stock price is […]]]>

In order to justify the effort of picking individual stocks, it is worth striving to beat the returns of an index fund. But if you try your hand at stock picking, you may underperform the market. Unfortunately, this has been the case for longer SSY Group Limited (HKG: 2005) shareholders, as the stock price is down 46% over the past three years, well below the market decline of around 20%. Moreover, it fell by 10% in about a quarter. It’s not much fun for the holders. Of course, this stock price move may well have been influenced by the 18% decline in the broader market throughout the period.

With the stock up 7.4% last week but long-term shareholders still in the red, let’s see what the fundamentals can tell us.

Check opportunities and risks within the Hong Kong pharmaceutical industry.

To quote Buffett, “Ships will circumnavigate the globe, but the Flat Earth Society will prosper. There will continue to be wide gaps between price and value in the market…’ By comparing earnings per share (EPS) and share price changes over time, we can get an idea changes in investors’ attitude towards a company over time.

Although the share price has declined over three years, SSY Group has actually managed to increase EPS by 2.5% per year during this period. It’s quite a puzzle and suggests that there could be something temporarily supporting the stock price. Or the company was too high profile in the past, and its growth has therefore disappointed.

It is quite reasonable to suspect that the market was previously bullish on the stock and has since moderated expectations. However, taking a look at other trade metrics might shed a little more light on the stock price move.

Revenues were actually up 12% over the three years, so the decline in share price doesn’t seem to be dependent on revenue either. This analysis is only superficial, but it might be useful to research SSY Group further, as shares sometimes fall unfairly. This could represent an opportunity.

The graph below illustrates the evolution of income and income over time (reveal the exact values ​​by clicking on the image).

SEHK: 2005 Earnings and Revenue Growth November 5, 2022

We know that SSY Group has recently improved its results, but what does the future hold? This free report showing analyst forecasts should help you form an opinion about SSY Group

What about dividends?

When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price performance. While the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they have been reinvested) and the benefit of any capital raising or spin-offs. off updated. It can be said that the TSR gives a more complete picture of the return generated by a stock. In the case of SSY Group, it has a TSR of -42% over the last 3 years. This exceeds the performance of its share price that we mentioned earlier. This is largely the result of its dividend payments!

A different perspective

It is pleasing to see that SSY Group shareholders have received a total shareholder return of 8.2% over the past year. And that includes the dividend. As the one-year TSR is better than the five-year TSR (the latter standing at 0.8% per year), it seems that the stock’s performance has improved lately. At best, this may hint at genuine trading momentum, implying that now could be a great time to dig deeper. I find it very interesting to look at stock price over the long term as a proxy for company performance. But to really get insight, we also need to consider other information. For example, we have identified 1 warning sign for the SSY group of which you should be aware.

For those who like to find winning investments this free list of growing companies with recent insider buying, might be just the ticket.

Please note that the market returns quoted in this article reflect the average market-weighted returns of stocks currently trading on HK exchanges.

Valuation is complex, but we help make it simple.

Find out if SSY Group is potentially overvalued or undervalued by viewing our full analysis, which includes fair value estimates, risks and warnings, dividends, insider trading and financial health.

See the free analysis

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

]]>
SBS Transit (SGX:S61) shareholders suffered a 30% loss after investing in the stock three years ago https://mscoursing.com/sbs-transit-sgxs61-shareholders-suffered-a-30-loss-after-investing-in-the-stock-three-years-ago/ Thu, 03 Nov 2022 01:09:57 +0000 https://mscoursing.com/sbs-transit-sgxs61-shareholders-suffered-a-30-loss-after-investing-in-the-stock-three-years-ago/ For many investors, the primary goal of stock picking is to generate returns that exceed those of the market as a whole. But in any portfolio, some stocks are likely to fall below this benchmark. Unfortunately, this has been the case for longer SBS Transit Ltd (SGX: S61) shareholders, as the stock price is down […]]]>

For many investors, the primary goal of stock picking is to generate returns that exceed those of the market as a whole. But in any portfolio, some stocks are likely to fall below this benchmark. Unfortunately, this has been the case for longer SBS Transit Ltd (SGX: S61) shareholders, as the stock price is down 35% over the past three years, well below the market decline of about 4.0%.

Now let’s look at the fundamentals of the business and see if the long-term shareholder return matches the performance of the underlying business.

Check out our latest analysis for SBS Transit

To quote Buffett, “Ships will circumnavigate the globe, but the Flat Earth Society will prosper. There will continue to be wide gaps between price and value in the market…’ An imperfect but simple way to examine how a company’s market perception has changed is to compare the evolution of earnings by action (EPS) with action price movement.

SBS Transit has seen its EPS decline at a compound rate of 18% per year, over the past three years. In comparison, the 14% annual compound decline in the share price is not as severe as the drop in EPS. This suggests that the market retains some optimism about long-term earnings stability, despite past declines in EPS.

You can see below how the EPS has evolved over time (find out the exact values ​​by clicking on the image).

earnings per share growth

It might be interesting to take a look at our free SBS Transit earnings, revenue and cash flow report.

What about dividends?

When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price performance. TSR is a calculation of return that takes into account the value of cash dividends (assuming any dividends received have been reinvested) and the calculated value of all discounted capital raisings and spinoffs. It’s fair to say that the TSR gives a more complete picture of stocks that pay a dividend. In the case of SBS Transit, it has a TSR of -30% over the last 3 years. This exceeds the performance of its share price that we mentioned earlier. This is largely the result of its dividend payments!

A different perspective

We regret to report that SBS Transit shareholders are down 10% for the year (even including dividends). Unfortunately, this is worse than the general market decline of 3.2%. However, it could simply be that the stock price was impacted by greater market jitters. It might be worth keeping an eye on the fundamentals, in case there is a good opportunity. On the positive side, long-term shareholders have made money, with a gain of 4% per year over half a decade. It could be that the recent selloff is an opportunity, so it may be worth checking the fundamentals for signs of a long-term growth trend. While it’s worth considering the various impacts that market conditions can have on the stock price, there are other, even more important factors. Take risks, for example – SBS Transit has 3 warning signs we think you should know.

If you’re like me, then you not want to miss this free list of growing companies insiders are buying.

Please note that the market returns quoted in this article reflect the market-weighted average returns of the stocks currently trading on the SG Exchanges.

Feedback on this article? Concerned about content? Get in touch with us directly. You can also email the editorial team (at) Simplywallst.com.

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

Join a Paid User Research Session
You will receive a $30 Amazon Gift Card for 1 hour of your time while helping us create better investment tools for individual investors like you. register here

]]>
China Beststudy Education Group (HKG:3978) shareholders are in the red if they invested three years ago https://mscoursing.com/china-beststudy-education-group-hkg3978-shareholders-are-in-the-red-if-they-invested-three-years-ago/ Tue, 01 Nov 2022 00:51:13 +0000 https://mscoursing.com/china-beststudy-education-group-hkg3978-shareholders-are-in-the-red-if-they-invested-three-years-ago/ China Beststudy Education Group (Hong Kong: 3978) shareholders will no doubt be very grateful to see the share price soar 45% in the last quarter. But the last three years have seen a terrible decline. Indeed, the stock price has fallen 81% over the past three years. It is therefore time for shareholders to see […]]]>

China Beststudy Education Group (Hong Kong: 3978) shareholders will no doubt be very grateful to see the share price soar 45% in the last quarter. But the last three years have seen a terrible decline. Indeed, the stock price has fallen 81% over the past three years. It is therefore time for shareholders to see gains. The thing to think about is whether the business has truly recovered. While a drop like that is definitely a blow, money isn’t as important as health and happiness.

So let’s take a look and see if the company’s long-term performance has been in line with the progress of the underlying business.

Our analysis indicates that 3978 is potentially overvalued!

To paraphrase Benjamin Graham: in the short term, the market is a voting machine, but in the long term, it is a weighing machine. An imperfect but simple way to examine how a company’s market perception has changed is to compare the evolution of earnings per share (EPS) with the movement of the share price.

In the three years of declining share price, China Beststudy Education Group’s earnings per share (EPS) fell significantly, falling to a loss. This was partly due to extraordinary items impacting earnings. Due to the loss, it is not easy to use EPS as a reliable guide to business. However, we can say that we expect to see a decline in the stock price in this scenario.

The company’s earnings per share (over time) is shown in the image below (click to see exact numbers).

SEHK: 3978 Earnings per share growth Nov 1, 2022

This free interactive report on China Beststudy Education Group profit, turnover and cash flow is a great place to start, if you want to investigate the stock further.

A different perspective

While it is never pleasant to suffer a loss, shareholders of China Beststudy Education Group can rest assured that their 1.8% year-over-year loss was not as bad as the market’s loss of around – 33%. Additionally, the stock lost 22% of shareholders per year over three years, so the one-year return was better in a relative sense. Activity may well have started to stabilize, although recent returns have not been impressive. It is always interesting to follow the evolution of the share price over the long term. But to better understand China Beststudy Education Group, we need to consider many other factors. Even so, know that China Beststudy Education Group shows 2 warning signs in our investment analysis and 1 of them cannot be ignored…

For those who like to find winning investments this free list of growing companies with recent insider buying, might be just the ticket.

Please note that the market returns quoted in this article reflect the market-weighted average returns of stocks currently trading on HK exchanges.

Valuation is complex, but we help make it simple.

Find out if China Beststudy Education Group is potentially overvalued or undervalued by viewing our full analysis, which includes fair value estimates, risks and warnings, dividends, insider trading and financial health.

See the free analysis

This Simply Wall St article is general in nature. We provide commentary based on historical data and analyst forecasts only using unbiased methodology and our articles are not intended to be financial advice. It is not a recommendation to buy or sell stocks and does not take into account your objectives or financial situation. Our goal is to bring you targeted long-term analysis based on fundamental data. Note that our analysis may not take into account the latest announcements from price-sensitive companies or qualitative materials. Simply Wall St has no position in the stocks mentioned.

]]>