PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
CLP Holdings (0002.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINHK0002007356
SectorUtilities
IndustryUtilities - Regulated Electric

Highlights

Market CapHK$165.23B
PE Ratio24.87
PEG Ratio178.21
Total Revenue (TTM)HK$43.30B
Year RangeHK$53.26 - HK$66.58
Target PriceHK$74.00

Share Price Chart


Loading data...

Compare to other instruments

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


CLP Holdings

Popular comparisons: 0002.HK vs. 0006.HK, 0002.HK vs. 0005.HK, 0002.HK vs. 0011.HK, 0002.HK vs. VOO, 0002.HK vs. AGR, 0002.HK vs. DSDVY

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in CLP Holdings, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


900.00%1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%1,500.00%2024FebruaryMarchAprilMayJune
984.02%
1,486.42%
0002.HK (CLP Holdings)
Benchmark (^GSPC)

S&P 500

Returns By Period

CLP Holdings had a return of 4.44% year-to-date (YTD) and 22.11% in the last 12 months. Over the past 10 years, CLP Holdings had an annualized return of 4.59%, while the S&P 500 had an annualized return of 10.85%, indicating that CLP Holdings did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.44%13.87%
1 month0.09%2.33%
6 months5.83%15.10%
1 year22.11%22.72%
5 years (annualized)-1.76%13.49%
10 years (annualized)4.59%10.85%

Monthly Returns

The table below presents the monthly returns of 0002.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.57%4.99%-2.64%-1.04%1.26%4.44%
20232.19%-4.55%4.26%3.00%-2.31%7.95%4.19%-3.07%-4.78%-1.21%6.11%7.23%19.40%
2022-1.08%2.12%-2.52%0.20%2.29%-16.13%2.15%1.80%-11.51%-11.20%7.40%1.73%-24.43%
20211.39%4.06%1.45%1.52%2.87%-1.82%4.43%-3.05%-2.75%1.53%0.33%3.93%14.40%
2020-0.92%0.80%-11.34%15.80%-8.27%0.88%-3.42%3.75%-4.66%-0.97%2.10%-0.65%-8.95%
20192.66%2.37%-0.88%-2.25%0.36%-2.76%-1.10%-5.28%2.78%-1.21%-0.80%2.29%-4.11%
2018-0.12%-0.94%2.49%2.00%1.10%3.32%6.09%2.90%0.01%-4.09%-1.88%3.34%14.72%
20176.46%4.09%4.36%0.98%3.84%-2.38%0.79%-0.72%-2.45%-0.87%0.38%1.12%16.26%
2016-1.14%4.15%5.06%2.28%2.16%8.62%2.28%-1.55%1.48%-1.56%-3.87%-5.35%12.38%
20152.90%0.79%-1.40%0.30%-0.22%-2.01%-0.08%-2.58%4.02%2.04%-4.00%2.47%1.94%
2014-4.40%3.33%-1.80%5.98%3.78%-0.31%1.49%1.63%-4.17%7.06%1.05%0.52%14.31%
20131.23%1.60%3.20%0.59%-3.40%-4.27%2.47%-3.58%2.73%-1.19%1.84%-2.73%-1.91%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 0002.HK is 77, placing it in the top 23% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 0002.HK is 7777
0002.HK (CLP Holdings)
The Sharpe Ratio Rank of 0002.HK is 7979Sharpe Ratio Rank
The Sortino Ratio Rank of 0002.HK is 7777Sortino Ratio Rank
The Omega Ratio Rank of 0002.HK is 7272Omega Ratio Rank
The Calmar Ratio Rank of 0002.HK is 7676Calmar Ratio Rank
The Martin Ratio Rank of 0002.HK is 7979Martin 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 CLP Holdings (0002.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0002.HK
Sharpe ratio
The chart of Sharpe ratio for 0002.HK, currently valued at 0.98, compared to the broader market-2.00-1.000.001.002.003.000.98
Sortino ratio
The chart of Sortino ratio for 0002.HK, currently valued at 1.65, compared to the broader market-4.00-2.000.002.004.006.001.65
Omega ratio
The chart of Omega ratio for 0002.HK, currently valued at 1.19, compared to the broader market0.501.001.502.001.19
Calmar ratio
The chart of Calmar ratio for 0002.HK, currently valued at 0.68, compared to the broader market0.002.004.006.000.68
Martin ratio
The chart of Martin ratio for 0002.HK, currently valued at 3.92, compared to the broader market-10.000.0010.0020.003.92
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.14, compared to the broader market-2.00-1.000.001.002.003.002.14
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.04, compared to the broader market-4.00-2.000.002.004.006.003.04
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.71, compared to the broader market0.002.004.006.001.71
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.02, compared to the broader market-10.000.0010.0020.008.02

Sharpe Ratio

The current CLP Holdings Sharpe ratio is 0.98. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of CLP Holdings with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.98
2.12
0002.HK (CLP Holdings)
Benchmark (^GSPC)

Dividends

Dividend History

CLP Holdings granted a 4.74% dividend yield in the last twelve months. The annual payout for that period amounted to HK$3.10 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$3.10HK$3.10HK$3.10HK$3.10HK$3.08HK$3.08HK$2.97HK$2.86HK$2.76HK$2.65HK$2.60HK$2.57

Dividend yield

4.74%4.81%5.44%3.94%4.30%3.76%3.36%3.58%3.87%4.02%3.87%4.19%

Monthly Dividends

The table displays the monthly dividend distributions for CLP Holdings. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$1.21HK$0.00HK$0.63HK$0.00HK$1.84
2023HK$0.00HK$0.00HK$1.21HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$3.10
2022HK$0.00HK$0.00HK$1.21HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$3.10
2021HK$0.00HK$0.00HK$1.21HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$3.10
2020HK$0.00HK$0.00HK$1.19HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$3.08
2019HK$0.00HK$0.00HK$1.19HK$0.00HK$0.63HK$0.00HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.63HK$3.08
2018HK$0.00HK$0.00HK$1.14HK$0.00HK$0.00HK$0.61HK$0.00HK$0.00HK$0.61HK$0.00HK$0.00HK$0.61HK$2.97
2017HK$0.00HK$0.00HK$1.09HK$0.00HK$0.00HK$0.59HK$0.00HK$0.00HK$0.59HK$0.00HK$0.00HK$0.59HK$2.86
2016HK$0.00HK$0.00HK$1.05HK$0.00HK$0.00HK$0.57HK$0.00HK$0.00HK$0.57HK$0.00HK$0.00HK$0.57HK$2.76
2015HK$0.00HK$0.00HK$1.00HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.55HK$2.65
2014HK$0.00HK$0.00HK$0.98HK$0.00HK$0.54HK$0.00HK$0.00HK$0.00HK$0.54HK$0.00HK$0.00HK$0.54HK$2.60
2013HK$0.98HK$0.00HK$0.53HK$0.00HK$0.00HK$0.00HK$0.53HK$0.00HK$0.00HK$0.53HK$2.57

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%2024FebruaryMarchAprilMayJune
-13.99%
-0.04%
0002.HK (CLP Holdings)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the CLP Holdings. 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 CLP Holdings was 69.97%, occurring on Mar 11, 1981. Recovery took 1612 trading sessions.

The current CLP Holdings drawdown is 13.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.97%Nov 13, 198080Mar 11, 19811612Sep 23, 19871692
-65.2%Sep 24, 1987427Jun 22, 1989290Jun 17, 1999717
-38.72%Jun 2, 200899Oct 27, 2008491Oct 19, 2010590
-37.95%Feb 25, 2019904Oct 21, 2022
-27.37%Apr 9, 2001142Nov 7, 2001504Nov 20, 2003646

Volatility

Volatility Chart

The current CLP Holdings volatility is 6.56%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%2024FebruaryMarchAprilMayJune
6.56%
2.24%
0002.HK (CLP Holdings)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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