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Swire Properties Close Only (1972.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

HK0000063609

Highlights

Market Cap

HK$98.13B

PEG Ratio

0.39

Total Revenue (TTM)

HK$7.38B

Gross Profit (TTM)

HK$5.38B

EBITDA (TTM)

HK$4.51B

Year Range

HK$11.20 - HK$17.28

Target Price

HK$19.01

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
1972.HK vs. 0083.HK
Popular comparisons:

Performance

Performance Chart


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Returns By Period

Swire Properties Close Only (1972.HK) returned 11.89% year-to-date (YTD) and 21.42% over the past 12 months. Over the past 10 years, 1972.HK returned -0.10% annually, underperforming the S&P 500 benchmark at 10.46%.


1972.HK

YTD

11.89%

1M

9.79%

6M

8.35%

1Y

21.42%

5Y*

0.46%

10Y*

-0.10%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of 1972.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-3.14%-0.26%10.78%5.15%-0.58%11.89%
2024-7.72%10.84%1.73%3.96%-12.02%-13.25%-0.64%16.34%13.79%-0.88%-2.15%2.84%8.31%
202310.89%-6.14%-2.18%7.84%-11.35%3.22%1.25%-15.90%1.63%-7.34%0.26%4.08%-15.94%
20226.45%-2.40%-1.06%-2.47%1.16%1.46%-4.11%-2.89%-5.18%-10.77%15.92%13.50%6.65%
20210.22%10.64%-1.10%-3.53%-1.51%1.31%-4.54%-4.75%-5.84%6.81%-11.17%5.51%-9.52%
2020-6.00%-5.14%-5.42%2.55%-20.64%14.02%-9.04%17.32%-1.44%1.72%13.98%-4.86%-9.23%
201910.91%3.28%7.14%-4.04%1.41%-2.32%-9.83%-9.49%-3.38%0.41%-1.42%6.16%-3.33%
20188.53%-2.19%2.80%3.58%10.02%-5.69%6.55%-0.16%-3.03%-9.78%1.87%0.92%12.21%
20172.34%6.62%6.64%6.91%-0.38%-0.96%4.85%0.37%-1.29%-0.57%0.38%-4.73%21.23%
2016-10.49%-0.25%4.75%-1.28%5.20%-3.29%5.11%1.16%4.96%-1.76%5.16%-8.74%-1.18%
20158.95%3.21%-1.94%7.67%-1.12%-6.25%0.81%-5.01%-8.78%9.11%-3.64%-0.44%0.62%
20142.30%2.99%7.02%7.35%3.86%-6.40%12.14%2.36%-6.14%2.69%-3.02%-4.98%19.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 1972.HK is 66, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 1972.HK is 6666
Overall Rank
The Sharpe Ratio Rank of 1972.HK is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of 1972.HK is 6464
Sortino Ratio Rank
The Omega Ratio Rank of 1972.HK is 6262
Omega Ratio Rank
The Calmar Ratio Rank of 1972.HK is 6161
Calmar Ratio Rank
The Martin Ratio Rank of 1972.HK is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Swire Properties Close Only (1972.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Swire Properties Close Only Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 0.73
  • 5-Year: 0.03
  • 10-Year: -0.00
  • All Time: -0.05

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Swire Properties Close Only compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Swire Properties Close Only provided a 6.46% dividend yield over the last twelve months, with an annual payout of HK$1.10 per share. The company has been increasing its dividends for 12 consecutive years.


3.00%4.00%5.00%6.00%7.00%HK$0.00HK$0.20HK$0.40HK$0.60HK$0.80HK$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendHK$1.10HK$1.06HK$1.01HK$0.96HK$0.92HK$0.89HK$0.86HK$0.79HK$0.73HK$0.71HK$0.67HK$0.62

Dividend yield

6.46%6.65%6.39%4.84%4.71%3.96%3.33%2.87%2.90%3.32%2.99%2.71%

Monthly Dividends

The table displays the monthly dividend distributions for Swire Properties Close Only. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025HK$0.00HK$0.00HK$0.00HK$0.76HK$0.00HK$0.76
2024HK$0.00HK$0.00HK$0.00HK$0.72HK$0.00HK$0.00HK$0.00HK$0.00HK$0.34HK$0.00HK$0.00HK$0.00HK$1.06
2023HK$0.00HK$0.00HK$0.00HK$0.68HK$0.00HK$0.00HK$0.00HK$0.00HK$0.33HK$0.00HK$0.00HK$0.00HK$1.01
2022HK$0.00HK$0.00HK$0.64HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.32HK$0.00HK$0.00HK$0.00HK$0.96
2021HK$0.00HK$0.00HK$0.61HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.31HK$0.00HK$0.00HK$0.00HK$0.92
2020HK$0.00HK$0.00HK$0.00HK$0.59HK$0.00HK$0.00HK$0.00HK$0.00HK$0.30HK$0.00HK$0.00HK$0.00HK$0.89
2019HK$0.00HK$0.00HK$0.00HK$0.57HK$0.00HK$0.00HK$0.00HK$0.00HK$0.29HK$0.00HK$0.00HK$0.00HK$0.86
2018HK$0.00HK$0.00HK$0.00HK$0.52HK$0.00HK$0.00HK$0.00HK$0.00HK$0.27HK$0.00HK$0.00HK$0.00HK$0.79
2017HK$0.00HK$0.00HK$0.00HK$0.48HK$0.00HK$0.00HK$0.00HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.73
2016HK$0.00HK$0.00HK$0.00HK$0.48HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.71
2015HK$0.00HK$0.00HK$0.00HK$0.44HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.67
2014HK$0.40HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.62

Dividend Yield & Payout


Dividend Yield

Swire Properties Close Only has a dividend yield of 6.46%, which means its dividend payment is significantly above the market average.

Payout Ratio

Swire Properties Close Only has a payout ratio of 276.32%, 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Swire Properties Close Only. 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 Swire Properties Close Only was 87.43%, occurring on Jan 19, 2012. The portfolio has not yet recovered.

The current Swire Properties Close Only drawdown is 79.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.43%Jan 6, 2011258Jan 19, 2012
-64.28%Oct 31, 2007244Oct 27, 2008502Nov 3, 2010746
-53.03%Jan 11, 2001182Sep 21, 2001820Nov 12, 20041002
-27.78%Jan 12, 200023Feb 11, 200045Apr 14, 200068
-20.53%Sep 5, 200033Oct 19, 200056Jan 5, 200189

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Swire Properties Close Only over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Swire Properties Close Only, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 8.6% positive surprise.


0.000.501.001.502020AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober
0.63
0.58
Actual
Estimate

Valuation

The Valuation section provides an overview of how Swire Properties Close Only is priced in the market compared to other companies in the Real Estate - Services 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 1972.HK compared to other companies in the Real Estate - Services industry. 1972.HK currently has a PEG ratio of 0.4. 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 1972.HK relative to other companies in the Real Estate - Services industry. Currently, 1972.HK has a P/S ratio of 6.3. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for 1972.HK in comparison with other companies in the Real Estate - Services industry. Currently, 1972.HK has a P/B value of 0.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items