ESR Group Limited

SEHK:1821 Stock Report

Market Cap: HK$50.8b

ESR Group Management

Management criteria checks 3/4

ESR Group's CEO is Stuart Gibson, appointed in Jan 2016, has a tenure of 8.92 years. total yearly compensation is $3.62M, comprised of 18.6% salary and 81.4% bonuses, including company stock and options. directly owns 0.009% of the company’s shares, worth HK$4.80M. The average tenure of the management team and the board of directors is 2.6 years and 5.6 years respectively.

Key information

Stuart Gibson

Chief executive officer

US$3.6m

Total compensation

CEO salary percentage18.6%
CEO tenure8.9yrs
CEO ownership0.009%
Management average tenure2.6yrs
Board average tenure5.6yrs

Recent management updates

Recent updates

After Leaping 25% ESR Group Limited (HKG:1821) Shares Are Not Flying Under The Radar

Jun 03
After Leaping 25% ESR Group Limited (HKG:1821) Shares Are Not Flying Under The Radar

ESR Group (HKG:1821) Has Affirmed Its Dividend Of $0.125

Jun 02
ESR Group (HKG:1821) Has Affirmed Its Dividend Of $0.125

ESR Group (HKG:1821) Has Affirmed Its Dividend Of $0.125

May 12
ESR Group (HKG:1821) Has Affirmed Its Dividend Of $0.125

ESR Group (HKG:1821) Has Affirmed Its Dividend Of $0.125

Apr 26
ESR Group (HKG:1821) Has Affirmed Its Dividend Of $0.125

ESR Group (HKG:1821) Is Due To Pay A Dividend Of $0.125

Apr 10
ESR Group (HKG:1821) Is Due To Pay A Dividend Of $0.125

ESR Group's (HKG:1821) Shareholders Have More To Worry About Than Only Soft Earnings

Mar 28
ESR Group's (HKG:1821) Shareholders Have More To Worry About Than Only Soft Earnings

ESR Group Limited (HKG:1821) Stocks Pounded By 27% But Not Lagging Market On Growth Or Pricing

Mar 23
ESR Group Limited (HKG:1821) Stocks Pounded By 27% But Not Lagging Market On Growth Or Pricing

Are Investors Undervaluing ESR Group Limited (HKG:1821) By 47%?

Feb 19
Are Investors Undervaluing ESR Group Limited (HKG:1821) By 47%?

CEO Compensation Analysis

How has Stuart Gibson's remuneration changed compared to ESR Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024n/an/a

-US$304m

Mar 31 2024n/an/a

-US$50m

Dec 31 2023US$4mUS$675k

US$204m

Sep 30 2023n/an/a

US$336m

Jun 30 2023n/an/a

US$469m

Mar 31 2023n/an/a

US$522m

Dec 31 2022US$5mUS$2m

US$574m

Sep 30 2022n/an/a

US$545m

Jun 30 2022n/an/a

US$516m

Mar 31 2022n/an/a

US$433m

Dec 31 2021US$3mUS$1m

US$349m

Sep 30 2021n/an/a

US$358m

Jun 30 2021n/an/a

US$367m

Mar 31 2021n/an/a

US$327m

Dec 31 2020US$3mUS$1m

US$286m

Sep 30 2020n/an/a

US$294m

Jun 30 2020n/an/a

US$302m

Mar 31 2020n/an/a

US$274m

Dec 31 2019US$567kUS$567k

US$245m

Sep 30 2019n/an/a

US$231m

Jun 30 2019n/an/a

US$217m

Mar 31 2019n/an/a

US$210m

Dec 31 2018US$320kUS$320k

US$203m

Sep 30 2018n/an/a

US$198m

Dec 31 2017US$320kUS$320k

US$187m

Compensation vs Market: Stuart's total compensation ($USD3.62M) is above average for companies of similar size in the Hong Kong market ($USD788.91K).

Compensation vs Earnings: Stuart's compensation has been consistent with company performance over the past year.

CEO

Stuart Gibson (60 yo)

8.9yrs

Tenure

US$3,623,000

Compensation

Mr. Stuart Gibson is Non-Executive Director of Non-Executive Director of ESR-LOGOS Funds Management (S) Limited at ESR-REIT (formerly known as ESR-LOGOS REIT) from August 30, 2023. He is a Co-Founder of ES...

Leadership Team

NamePositionTenureCompensationOwnership
Stuart Gibson
Co-Founder8.9yrsUS$3.62m0.0095%
HK$ 4.8m
Jinchu Shen
Co-Founder13.5yrsUS$3.62m7.54%
HK$ 3.8b
Charles Alexander Portes
Co-Founder & Non-Executive Directorno datano datano data
Dongping Sun
Co-Founderno dataUS$57.00kno data
Ming Rean Lim
Chief Financial Officer2.3yrsno datano data
Matthew James Lawson
Group Chief Operating Officer1.4yrsno datano data
Joshua Daitch
Group Chief Investment Officer1.4yrsno datano data
Su Ching Tan
Group Head of Investor Relationsno datano datano data
Mark Hwang
Group Head of Legal2.9yrsno datano data
Antonia Au
Group Executive Director of Group Corporate Communicationsno datano datano data
Jihun Kang
Chief Investment Officer of ESR Koreano datano datano data
Abhijit Malkani
Chief Executive Officer of ESR Indiano datano datano data

2.6yrs

Average Tenure

51yo

Average Age

Experienced Management: 1821's management team is considered experienced (2.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Stuart Gibson
Co-Founder8.9yrsUS$3.62m0.0095%
HK$ 4.8m
Jinchu Shen
Co-Founder13.5yrsUS$3.62m7.54%
HK$ 3.8b
Charles Alexander Portes
Co-Founder & Non-Executive Director8.9yrsno datano data
Wai Yin Chui
Chief Executive Officer of ESR-LOGOS REITno datano datano data
Hwee Chiang Lim
Non-Executive Director2.9yrsUS$675.00k5.47%
HK$ 2.8b
Jeffrey David Perlman
Non-executive Director13.5yrsno datano data
Siew Noi Nah
Independent Non-Executive Director2.7yrsno datano data
Rajeev Veeravalli Kannan
Non-Executive Director2.9yrsUS$19.00kno data
Brett Harold Krause
Independent Interim Chairman5.6yrsUS$123.00k0.0034%
HK$ 1.7m
Simon James McDonald
Independent Non-Executive Director5.6yrsUS$125.00kno data
Joanne McNamara
Non-Executive Directorless than a yearno datano data

5.6yrs

Average Tenure

52yo

Average Age

Experienced Board: 1821's board of directors are considered experienced (5.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 04:38
End of Day Share Price 2024/12/24 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

ESR Group Limited is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Donald ChuaBofA Global Research
Yuanqi SunChina International Capital Corporation Limited
Cong ChenCitic Securities Co., Ltd.