HK Electric Investments Ltd (2638.HK)
Company Info
Highlights
HK$47.54B
14.16
HK$4.41 - HK$5.43
HK$6.34
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
HK Electric Investments Ltd (2638.HK) returned 4.85% year-to-date (YTD) and 21.50% over the past 12 months. Over the past 10 years, 2638.HK returned 5.93% annually, underperforming the S&P 500 benchmark at 10.46%.
2638.HK
4.85%
5.46%
6.25%
21.50%
-2.59%
5.93%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of 2638.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 | -1.50% | 3.05% | -0.56% | 3.68% | 0.19% | 4.85% | |||||||
| 2024 | 2.97% | -1.03% | 1.87% | -0.67% | 2.13% | 3.34% | 6.87% | 3.22% | -0.38% | -0.38% | -0.76% | 1.92% | 20.51% |
| 2023 | 4.84% | -7.38% | 1.19% | 0.61% | -4.85% | -0.42% | 3.41% | -2.99% | -1.32% | -3.34% | 3.46% | 4.90% | -2.73% |
| 2022 | 1.96% | -1.15% | 1.29% | 1.31% | -3.10% | -4.13% | -1.39% | -5.65% | -16.03% | -9.27% | 15.63% | -10.40% | -29.44% |
| 2021 | 0.13% | -0.78% | 3.69% | 0.78% | 1.16% | 0.00% | 0.13% | 0.22% | -0.13% | 0.26% | -1.55% | 0.26% | 4.16% |
| 2020 | 1.04% | 1.03% | -2.78% | 7.24% | -4.00% | 4.69% | -0.25% | 0.35% | 1.39% | -1.37% | -1.14% | -1.92% | 3.82% |
| 2019 | 1.14% | 2.38% | -1.96% | -1.79% | -0.13% | 4.30% | -0.75% | -3.48% | -0.53% | 4.69% | -1.92% | 0.13% | 1.75% |
| 2018 | 1.12% | 1.52% | 6.33% | -3.95% | 3.84% | -1.32% | 7.22% | 1.38% | -0.38% | -5.57% | 0.54% | 5.33% | 16.34% |
| 2017 | 1.25% | 4.63% | 5.60% | -1.08% | 3.78% | 0.56% | 3.20% | -0.43% | -0.84% | 0.84% | -0.14% | -0.28% | 18.19% |
| 2016 | -6.46% | 6.91% | 8.17% | 2.20% | -1.86% | 5.55% | 2.77% | 0.58% | 4.40% | 1.05% | -10.94% | -6.43% | 4.05% |
| 2015 | 1.95% | 4.33% | 1.33% | -0.75% | -0.19% | 0.57% | 1.70% | 3.62% | 2.60% | 7.79% | 3.86% | 5.18% | 36.71% |
| 2014 | -1.50% | -1.14% | -3.46% | 6.18% | -1.31% | -0.19% | 3.05% | -1.81% | -0.78% | 0.59% | -1.36% | 0.99% | -1.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 91, 2638.HK is among the top 9% 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 HK Electric Investments Ltd (2638.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
HK Electric Investments Ltd provided a 5.92% dividend yield over the last twelve months, with an annual payout of HK$0.32 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$0.32 | HK$0.32 | HK$0.32 | HK$0.32 | HK$0.32 | HK$0.32 | HK$0.36 | HK$0.40 | HK$0.40 | HK$0.40 | HK$0.40 | HK$0.17 |
Dividend yield | 5.92% | 6.02% | 6.80% | 6.20% | 4.19% | 4.19% | 4.70% | 5.07% | 5.60% | 6.26% | 6.12% | 3.23% |
Monthly Dividends
The table displays the monthly dividend distributions for HK Electric Investments Ltd. 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$0.00 | HK$0.16 | HK$0.00 | HK$0.16 | |||||||
| 2024 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.32 |
| 2023 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.32 |
| 2022 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.32 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.32 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.32 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.36 |
| 2018 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.40 |
| 2017 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.40 |
| 2016 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.40 |
| 2015 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.40 |
| 2014 | HK$0.17 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.17 |
Dividend Yield & Payout
Dividend Yield
HK Electric Investments Ltd has a dividend yield of 5.92%, which means its dividend payment is significantly above the market average.
Payout Ratio
HK Electric Investments Ltd has a payout ratio of 84.76%, 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 HK Electric Investments Ltd. 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 HK Electric Investments Ltd was 39.89%, occurring on Oct 20, 2023. The portfolio has not yet recovered.
The current HK Electric Investments Ltd drawdown is 17.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.89% | May 5, 2022 | 361 | Oct 20, 2023 | — | — | — |
| -21.14% | Jul 26, 2016 | 106 | Dec 22, 2016 | 304 | Mar 19, 2018 | 410 |
| -10.88% | Jan 20, 2020 | 44 | Mar 23, 2020 | 9 | Apr 3, 2020 | 53 |
| -10.86% | Dec 28, 2015 | 21 | Jan 26, 2016 | 22 | Mar 1, 2016 | 43 |
| -9.89% | Feb 11, 2014 | 27 | Mar 19, 2014 | 84 | Jul 23, 2014 | 111 |
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 HK Electric Investments Ltd 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 HK Electric Investments Ltd, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -3.7%.
Valuation
The Valuation section provides an overview of how HK Electric Investments Ltd is priced in the market compared to other companies in the Utilities - Regulated Electric industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for 2638.HK, comparing it with other companies in the Utilities - Regulated Electric industry. Currently, 2638.HK has a P/E ratio of 14.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for 2638.HK relative to other companies in the Utilities - Regulated Electric industry. Currently, 2638.HK has a P/S ratio of 3.9. 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 2638.HK in comparison with other companies in the Utilities - Regulated Electric industry. Currently, 2638.HK has a P/B value of 1.0. 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
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