Fortune Real Estate Investment Trust (0778.HK)
Company Info
Highlights
HK$8.79B
HK$871.86M
HK$571.29M
HK$360.93M
HK$3.32 - HK$4.47
HK$4.96
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of HK$10,000 in Fortune Real Estate Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fortune Real Estate Investment Trust (0778.HK) returned 14.01% year-to-date (YTD) and 21.78% over the past 12 months. Over the past 10 years, 0778.HK returned 0.31% annually, underperforming the S&P 500 benchmark at 10.43%.
0778.HK
14.01%
11.20%
9.88%
21.78%
-2.90%
0.31%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of 0778.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.25% | 4.75% | 1.36% | 6.37% | 0.69% | 14.01% | |||||||
| 2024 | -9.68% | 0.67% | -11.80% | 1.31% | 3.11% | -5.53% | -0.53% | 18.95% | 4.00% | -8.14% | -1.48% | -0.25% | -12.09% |
| 2023 | 6.94% | -1.92% | 0.90% | 0.92% | -13.87% | -0.18% | -0.18% | -9.60% | -3.49% | -6.81% | 8.45% | 4.42% | -15.60% |
| 2022 | 0.25% | -8.59% | -1.12% | -2.55% | 2.33% | -7.54% | 3.08% | -1.29% | -10.49% | -12.41% | 10.58% | 14.44% | -15.66% |
| 2021 | -6.23% | 8.03% | 2.90% | 5.10% | 5.49% | 0.73% | 1.44% | 2.45% | -7.86% | 4.26% | -0.87% | 0.13% | 15.37% |
| 2020 | -2.31% | -3.02% | -14.22% | 1.11% | -4.68% | 0.72% | -3.16% | 2.63% | -3.13% | -0.46% | 9.60% | 4.38% | -13.51% |
| 2019 | 7.79% | 2.47% | 6.82% | -1.74% | 1.57% | 4.07% | -4.47% | -9.87% | -0.33% | 2.56% | -1.20% | 0.00% | 6.57% |
| 2018 | 1.76% | -2.67% | 2.04% | -2.10% | 1.83% | -2.74% | 6.29% | -1.40% | -1.17% | -7.64% | 4.54% | 0.22% | -1.80% |
| 2017 | 1.01% | -0.57% | -0.11% | 3.91% | 6.09% | 1.04% | 0.72% | -1.61% | -1.92% | 3.05% | 2.01% | 0.21% | 14.40% |
| 2016 | -1.13% | 6.82% | 1.59% | 3.37% | 0.35% | 7.31% | 7.57% | 2.21% | -1.91% | -3.39% | -2.55% | -2.73% | 17.94% |
| 2015 | 10.71% | 3.87% | -6.48% | -2.79% | -2.12% | -0.26% | 8.20% | -7.74% | -4.22% | 11.30% | -3.46% | 2.31% | 7.26% |
| 2014 | -1.94% | 2.23% | -0.50% | 2.50% | 11.24% | -0.44% | 8.09% | 1.54% | -4.14% | 2.88% | 7.97% | 1.55% | 34.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, 0778.HK is among the top 22% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fortune Real Estate Investment Trust (0778.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fortune Real Estate Investment Trust provided a 8.14% dividend yield over the last twelve months, with an annual payout of HK$0.36 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$0.36 | HK$0.36 | HK$0.43 | HK$0.43 | HK$0.50 | HK$0.48 | HK$0.51 | HK$0.52 | HK$0.50 | HK$0.48 | HK$0.44 | HK$0.39 |
Dividend yield | 8.14% | 9.09% | 8.76% | 6.77% | 6.18% | 6.46% | 5.62% | 5.74% | 5.17% | 5.42% | 5.54% | 4.96% |
Monthly Dividends
The table displays the monthly dividend distributions for Fortune Real Estate Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | HK$0.00 | HK$0.00 | HK$0.17 | HK$0.00 | HK$0.00 | HK$0.17 | |||||||
| 2024 | HK$0.00 | HK$0.00 | HK$0.18 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.18 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.36 |
| 2023 | HK$0.00 | HK$0.00 | HK$0.21 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.22 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.43 |
| 2022 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.23 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.43 |
| 2021 | HK$0.00 | HK$0.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.50 |
| 2020 | HK$0.00 | HK$0.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.23 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.48 |
| 2019 | HK$0.00 | HK$0.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.26 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.51 |
| 2018 | HK$0.00 | HK$0.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.26 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.52 |
| 2017 | HK$0.00 | HK$0.24 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.26 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.50 |
| 2016 | HK$0.00 | HK$0.24 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.48 |
| 2015 | HK$0.00 | HK$0.21 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.23 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.44 |
| 2014 | HK$0.18 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.21 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.39 |
Dividend Yield & Payout
Dividend Yield
Fortune Real Estate Investment Trust has a dividend yield of 8.14%, which means its dividend payment is significantly above the market average.
Payout Ratio
Fortune Real Estate Investment Trust has a payout ratio of 224.68%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fortune Real Estate Investment Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fortune Real Estate Investment Trust was 58.03%, occurring on Apr 19, 2024. The portfolio has not yet recovered.
The current Fortune Real Estate Investment Trust drawdown is 41.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.03% | Jul 5, 2019 | 1182 | Apr 19, 2024 | — | — | — |
| -29.98% | May 20, 2013 | 164 | Jan 16, 2014 | 242 | Jan 9, 2015 | 406 |
| -17.38% | Aug 3, 2011 | 43 | Oct 4, 2011 | 79 | Feb 1, 2012 | 122 |
| -16.21% | Sep 7, 2016 | 72 | Dec 20, 2016 | 231 | Nov 28, 2017 | 303 |
| -15.82% | Feb 27, 2015 | 145 | Sep 29, 2015 | 131 | Apr 13, 2016 | 276 |
Volatility
Volatility Chart
The current Fortune Real Estate Investment Trust volatility is 10.86%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Fortune Real Estate Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Fortune Real Estate Investment Trust, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 824.9% positive surprise.
Valuation
The Valuation section provides an overview of how Fortune Real Estate Investment Trust is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for 0778.HK compared to other companies in the REIT - Retail industry. 0778.HK currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for 0778.HK relative to other companies in the REIT - Retail industry. Currently, 0778.HK has a P/S ratio of 5.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for 0778.HK in comparison with other companies in the REIT - Retail industry. Currently, 0778.HK has a P/B value of 0.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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