The Equity Distribution of CapitaLand Integrated Commercial Trust's (SGX:C38U)

BurnellStella
2022-05-05

If you want to know who really controls CapitaLand Integrated Commercial Trust (SGX:C38U), 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 individual investors with 49% ownership. Put another way, the group faces the maximum upside potential (or downside risk).

Institutions, on the other hand, account for 32% of the company's stockholders. Institutions often own shares in more established companies, while it's not unusual to see insiders own a fair bit of smaller companies.

In the chart below, we zoom in on the different ownership groups of CapitaLand Integrated Commercial Trust.

What Does The Institutional Ownership Tell Us About CapitaLand Integrated Commercial Trust?

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.

As you can see, institutional investors have a fair amount of stake in CapitaLand Integrated Commercial Trust. 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 CapitaLand Integrated Commercial Trust's earnings history below. Of course, the future is what really matters.

Hedge funds don't have many shares in CapitaLand Integrated Commercial Trust. Looking at our data, we can see that the largest shareholder is TJ Holdings (III) Pte Ltd. with 20% of shares outstanding. In comparison, the second and third largest shareholders hold about 5.4% and 3.3% of the stock.

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

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.

Insider Ownership Of CapitaLand Integrated Commercial Trust

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. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.

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.

General Public Ownership

With a 49% ownership, the general public, mostly comprising of individual investors, have some degree of sway over CapitaLand Integrated Commercial Trust. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.

Private Company Ownership

We can see that Private Companies own 20%, of the shares on issue. Private companies may be related parties. Sometimes insiders have an interest in a public company through a holding in a private company, rather than in their own capacity as an individual. While it's hard to draw any broad stroke conclusions, it is worth noting as an area for further research.

$CapLand IntCom T(C38U.SI)$

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