ESR Group Förvaltning

Förvaltning kriterier kontrolleras 3/4

ESR Group VD är Stuart Gibson, utsedd i Jan 2016, har en mandatperiod på 9.17 år. totala årliga ersättningen är $ 3.62M, bestående av 18.6% lön 81.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.009% av företagets aktier, värda HK$ 4.99M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.8 år respektive 5.8 år.

Viktig information

Stuart Gibson

Verkställande direktör

US$3.6m

Total ersättning

VD-lön i procent	18.6%
Anställning som VD	9.2yrs
Ägande av VD	0.009%
Ledningens genomsnittliga anställningstid	2.8yrs
Styrelsens genomsnittliga mandatperiod	5.8yrs

Senaste uppdateringar av ledningen

Recent updates

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

Jun 03

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

Mar 28

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

Mar 23

Analys av ersättningar till VD

Hur har Stuart Gibson:s ersättning förändrats jämfört med ESR Group:s resultat?
Datum	Total ersättning	Lön	Företagets resultat
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

Ersättning vs marknad: Stuart s total kompensation ($USD 3.62M ) är över genomsnittet för företag av liknande storlek på Hong Kong marknaden ($USD 848.80K ).

Ersättning vs inkomst: Ersättningen från Stuart har varit i linje med företagets resultat under det senaste året.

VD OCH KONCERNCHEF

Stuart Gibson (60 yo)

9.2yrs

Anställning

US$3,623,000

Kompensation

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...

Ledningsgrupp

Namn	Position	Anställning	Kompensation	Ägarskap
Stuart Gibson	Co-Founder	9.2yrs	US$3.62m	0.0095% HK$ 5.0m
Jinchu Shen	Co-Founder	13.8yrs	US$3.62m	7.54% HK$ 4.0b
Charles Alexander Portes	Co-Founder & Non-Executive Director	no data	inga uppgifter	inga uppgifter
Dongping Sun	Co-Founder	no data	US$57.00k	inga uppgifter
Ming Rean Lim	Chief Financial Officer	2.5yrs	inga uppgifter	inga uppgifter
Matthew James Lawson	Group Chief Operating Officer	1.7yrs	inga uppgifter	inga uppgifter
Joshua Daitch	Group Chief Investment Officer	1.7yrs	inga uppgifter	inga uppgifter
Su Ching Tan	Group Head of Investor Relations	no data	inga uppgifter	inga uppgifter
Mark Hwang	Group Head of Legal	3.2yrs	inga uppgifter	inga uppgifter
Antonia Au	Group Executive Director of Group Corporate Communications	no data	inga uppgifter	inga uppgifter
Jihun Kang	Chief Investment Officer of ESR Korea	no data	inga uppgifter	inga uppgifter
Abhijit Malkani	Chief Executive Officer of ESR India	no data	inga uppgifter	inga uppgifter

2.8yrs

Genomsnittlig anställningstid

51yo

Genomsnittlig ålder

Erfaren ledning: 1821 s ledningsgrupp anses vara erfaren ( 2.8 års genomsnittlig anställningstid).

Styrelseledamöter

Namn	Position	Anställning	Kompensation	Ägarskap
Stuart Gibson	Co-Founder	9.2yrs	US$3.62m	0.0095% HK$ 5.0m
Jinchu Shen	Co-Founder	13.8yrs	US$3.62m	7.54% HK$ 4.0b
Charles Alexander Portes	Co-Founder & Non-Executive Director	9.2yrs	inga uppgifter	inga uppgifter
Wai Yin Chui	Chief Executive Officer of ESR-LOGOS REIT	no data	inga uppgifter	inga uppgifter
Jeffrey David Perlman	Non-executive Director	13.8yrs	inga uppgifter	inga uppgifter
Siew Noi Nah	Independent Non-Executive Director	2.9yrs	inga uppgifter	inga uppgifter
Rajeev Veeravalli Kannan	Non-Executive Director	3.2yrs	US$19.00k	inga uppgifter
Brett Harold Krause	Independent Interim Chairman	5.8yrs	US$123.00k	0.0034% HK$ 1.8m
Simon James McDonald	Independent Non-Executive Director	5.8yrs	US$125.00k	inga uppgifter
Joanne McNamara	Non-Executive Director	1.2yrs	inga uppgifter	inga uppgifter

5.8yrs

Genomsnittlig anställningstid

51.5yo

Genomsnittlig ålder

Erfaren styrelse: 1821 s styrelse anses vara erfaren ( 5.8 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2025/03/12 13:05
Aktiekurs vid dagens slut	2025/03/12 00:00
Intäkter	2024/06/30
Årlig intjäning	2023/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om den analysmodell som används för att generera denna rapport finns på vår Github-sida, vi har också guider om hur man använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

ESR Group Limited bevakas av 14 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
Donald Chua	BofA Global Research
Yuanqi Sun	China International Capital Corporation Limited
Cong Chen	Citic Securities Co., Ltd.

ESR Group Förvaltning

Förvaltning kriterier kontrolleras 3/4

Viktig information

Senaste uppdateringar av ledningen

Less than half of directors are independent

ESR Group Limited Announces Retirement of Hwee Chiang Lim as Non-Executive Director

ESR Group Limited Announces Appointment of Simon James McDonald as Member of Nomination Committee

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

Recent updates

Less than half of directors are independent

ESR Group Limited Announces Retirement of Hwee Chiang Lim as Non-Executive Director

ESR Group Limited Announces Appointment of Simon James McDonald as Member of Nomination Committee

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

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

ESR Group Limited Announces Directorate Changes

Upcoming dividend of HK$0.13 per share

Investor sentiment improves as stock rises 28%

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

ESR Reportedly Progresses in Privatization Talks Led by Warburg Pincus

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

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

Consensus EPS estimates fall by 16%

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

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

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

Consensus EPS estimates fall by 12%

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

Consensus revenue estimates fall by 10%

Now 20% undervalued after recent price drop

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

Investor sentiment improved 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).

Investor sentiment deteriorated over the past week

Insider recently bought HK$56k worth of stock

Now 22% 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 21% undervalued after recent price drop

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

Now 21% 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).

ESR Cayman Limited to Report Fiscal Year 2020 Results on Mar 25, 2021

New 90-day low: HK$23.05

LOGOS Reportedly Taps Moelis in Bid for Milestone Logistics

ESR Cayman Limited Announces Appointment of Hu Wei as Non-Executive Director

New 90-day high: HK$28.35

ESR Cayman Limited Announces Zhenhui Wang Has Resigned as A Non-Executive Director

New 90-day high: HK$25.75

ESR Cayman Limited Announces Resignation of Ho Jeong Lee as Non-Executive Director and Member of the Audit Committee

New 90-day high: HK$25.50

ESR-REIT (SGX:J91U) completed the acquisition of Sabana Shari'ah Compliant Industrial Real Estate Investment Trust (SGX:M1GU) from ESR Cayman Limited, Maybank Kim Eng Securities Pte. Ltd., Tong Jinquan and others.