ESR Group Management

Management criteria checks 3/4

ESR Group's CEO is Stuart Gibson, appointed in Jan 2016, has a tenure of 8.83 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$4.31M. The average tenure of the management team and the board of directors is 2.5 years and 5.5 years respectively.

Key information

Stuart Gibson

Chief executive officer

US$3.6m

Total compensation

CEO salary percentage	18.6%
CEO tenure	8.8yrs
CEO ownership	0.009%
Management average tenure	2.5yrs
Board average tenure	5.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Stuart Gibson's remuneration changed compared to ESR Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	n/a	n/a	-US$304m
Mar 31 2024	n/a	n/a	-US$50m
Dec 31 2023	US$4m	US$675k	US$204m
Sep 30 2023	n/a	n/a	US$336m
Jun 30 2023	n/a	n/a	US$469m
Mar 31 2023	n/a	n/a	US$522m
Dec 31 2022	US$5m	US$2m	US$574m
Sep 30 2022	n/a	n/a	US$545m
Jun 30 2022	n/a	n/a	US$516m
Mar 31 2022	n/a	n/a	US$433m
Dec 31 2021	US$3m	US$1m	US$349m
Sep 30 2021	n/a	n/a	US$358m
Jun 30 2021	n/a	n/a	US$367m
Mar 31 2021	n/a	n/a	US$327m
Dec 31 2020	US$3m	US$1m	US$286m
Sep 30 2020	n/a	n/a	US$294m
Jun 30 2020	n/a	n/a	US$302m
Mar 31 2020	n/a	n/a	US$274m
Dec 31 2019	US$567k	US$567k	US$245m
Sep 30 2019	n/a	n/a	US$231m
Jun 30 2019	n/a	n/a	US$217m
Mar 31 2019	n/a	n/a	US$210m
Dec 31 2018	US$320k	US$320k	US$203m
Sep 30 2018	n/a	n/a	US$198m
Dec 31 2017	US$320k	US$320k	US$187m

Compensation vs Market: Stuart's total compensation ($USD3.62M) is above average for companies of similar size in the Hong Kong market ($USD640.18K).

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

CEO

Stuart Gibson (60 yo)

8.8yrs

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-LOGOS REIT from August 30, 2023. He is a Co-Founder of ESR Group Limited (formerly kno...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Stuart Gibson	Co-Founder	8.8yrs	US$3.62m	0.0095% HK$ 4.3m
Jinchu Shen	Co-Founder	13.4yrs	US$3.62m	7.54% HK$ 3.4b
Charles Alexander Portes	Co-Founder & Non-Executive Director	no data	no data	no data
Dongping Sun	Co-Founder	no data	US$57.00k	no data
Ming Rean Lim	Chief Financial Officer	2.2yrs	no data	no data
Matthew James Lawson	Group Chief Operating Officer	1.3yrs	no data	no data
Joshua Daitch	Group Chief Investment Officer	1.3yrs	no data	no data
Su Ching Tan	Group Head of Investor Relations	no data	no data	no data
Mark Hwang	Group Head of Legal	2.8yrs	no data	no data
Antonia Au	Group Executive Director of Group Corporate Communications	no data	no data	no data
Jihun Kang	Chief Investment Officer of ESR Korea	no data	no data	no data
Abhijit Malkani	Chief Executive Officer of ESR India	no data	no data	no data

2.5yrs

Average Tenure

51yo

Average Age

Experienced Management: 1821's management team is considered experienced (2.5 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Stuart Gibson	Co-Founder	8.8yrs	US$3.62m	0.0095% HK$ 4.3m
Jinchu Shen	Co-Founder	13.4yrs	US$3.62m	7.54% HK$ 3.4b
Charles Alexander Portes	Co-Founder & Non-Executive Director	8.8yrs	no data	no data
Wai Yin Chui	Chief Executive Officer of ESR-LOGOS REIT	no data	no data	no data
Hwee Chiang Lim	Non-Executive Director	2.8yrs	US$675.00k	5.47% HK$ 2.5b
Jeffrey David Perlman	Non-executive Director	13.4yrs	no data	no data
Siew Noi Nah	Independent Non-Executive Director	2.6yrs	no data	no data
Rajeev Veeravalli Kannan	Non-Executive Director	2.8yrs	US$19.00k	no data
Brett Harold Krause	Independent Interim Chairman	5.5yrs	US$123.00k	0.0034% HK$ 1.6m
Simon James McDonald	Independent Non-Executive Director	5.5yrs	US$125.00k	no data
Joanne McNamara	Non-Executive Director	less than a year	no data	no data

5.5yrs

Average Tenure

52yo

Average Age

Experienced Board: 1821's board of directors are considered experienced (5.5 years average tenure).

ESR Group Management

Management criteria checks 3/4

Key information

Recent management updates

ESR Group Limited Announces Resignation of Jingsheng Liu as Non-Executive Director and A Member of the Nomination Committee

ESR Group Limited Announces Change of Chairman of the Board of Directors, Effective 2 September 2024

ESR Group Limited Announces Directorate Changes

ESR Group Limited, Annual General Meeting, May 31, 2024

ESR Group Limited Announces Appointment of Joanne Sarah McNamara as Non-Executive Director, Effective 1 January 2024

ESR Group Limited Announces Retirement of Wei Hu as A Non-Executive Director

Recent updates

ESR Group Limited Announces Resignation of Jingsheng Liu as Non-Executive Director and A Member of the Nomination Committee

ESR Group Limited Announces Change of Chairman of the Board of Directors, Effective 2 September 2024

ESR Group Limited to Report First Half, 2024 Results on Aug 21, 2024

New minor risk - Share price stability

ESR Group Limited Announces Directorate Changes

Upcoming dividend of HK$0.13 per share

Investor sentiment improves as stock rises 28%

ESR Reportedly Progresses in Privatization Talks Led by Warburg Pincus

New minor risk - Earnings quality

ESR Group Limited, Annual General Meeting, May 31, 2024

New minor risk - Profit margin trend

ESR Group Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 28 June 2024

Investor sentiment deteriorates as stock falls 22%

ESR Group Limited to Report Fiscal Year 2023 Results on Mar 21, 2024

ESR Group Limited Announces Appointment of Joanne Sarah McNamara as Non-Executive Director, Effective 1 January 2024

New minor risk - Profit margin trend

Upcoming dividend of HK$0.13 per share at 2.1% yield

ESR Group Limited Declares Interim Dividend for the Financial Year Ending 31 December 2023, Payable on 29 September 2023

ESR Group Limited to Report First Half, 2023 Results on Aug 23, 2023

Paceline Equity Partners, LLC and ESR Group acquired Renaissance Dallas at Plano Legacy West Hotel from SAM Moon Trading, Inc.

ESR Group Limited Announces Retirement of Wei Hu as A Non-Executive Director

Investor sentiment improves as stock rises 15%

Upcoming dividend of HK$0.13 per share at 1.9% yield

Insider recently bought HK$54k worth of stock

Now 20% undervalued after recent price drop

Independent Non-Executive Director recently bought HK$2.4m worth of stock

Investor sentiment deteriorated over the past week

UBS Group AG on behalf of its clients acquired 13-storey office block from ESR Group Limited (SEHK:1821) and Partners Group Holding AG (SWX:PGHN).

Insider recently bought HK$56k worth of stock

Now 21% undervalued

ESR Group Limited Announces Change of Chief Financial Officer

ESR Group Limited Declares Maiden Interim Dividend for the Year Ending December 31, 2022, Payable on September 30, 2022

ESR Group Limited to Report First Half, 2022 Results on Aug 25, 2022

ESR Group Limited (SEHK:1821) acquired additional 25% stake in ESR Funds Management (S) Limited from Shanghai Summit Pte Ltd.

ESR Group Limited Board Establishes Dividend Policy

EG Phoenix IX Limited entered into the SPA to acquire 100% issued shares in ABM Capital Limited from ESR Group Limited (SEHK:1821) for approximately CNY 390 million.

EG Phoenix IX Limited entered into the SPA to acquire 100% issued shares in ABM Capital Limited from ESR Group Limited (SEHK:1821) for approximately CNY 390 million.

ESR Cayman Limited Announces Board Changes

ESR Cayman Limited Appoints Wei-Lin Kwee as an Independent Non-Executive Director

An unknown buyer agreed to acquire 18.16% stake in China Logistics Property Holdings Co., Ltd (SEHK:1589) from ESR Cayman Limited (SEHK:1821) for HKD 2.7 billion.

Now 20% undervalued after recent price drop

ESR Cayman Limited Announces Appointment of Ms. Serene Siew Noi Nah as Independent Non-Executive Directorx

Now 20% undervalued after recent price drop

ESR Cayman Limited (SEHK:1821) and an unknown investor acquired Portfolio of 11 logistics properties in China.

ESR Cayman Limited (SEHK:1821) (ESR) completed the acquisition of ARA Asset Management Limited (ARA) from a group of investors.

Independent Non-Executive Director recently bought HK$466k worth of stock

GIC Pte. Ltd. and ESR Cayman Limited (SEHK:1821) completed the acquisition of Australian logistics property portfolio from The Blackstone Group Inc. (NYSE:BX).

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age