Swire Pacific A (0019.HK)
Company Info
| ISIN | HK0019000162 |
|---|---|
| Sector | Industrials |
| Industry | Conglomerates |
Highlights
| Market Cap | HK$71.11B |
|---|---|
| EPS | HK$2.96 |
| PE Ratio | 20.78 |
| PEG Ratio | 0.88 |
| Revenue (TTM) | HK$91.17B |
| Gross Profit (TTM) | HK$34.19B |
| EBITDA (TTM) | HK$13.80B |
| Year Range | HK$40.42 - HK$70.65 |
| Target Price | HK$70.91 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of HK$10,000 in Swire Pacific A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Swire Pacific A had a return of -21.60% year-to-date (YTD) and 13.89% in the last 12 months. Over the past 10 years, Swire Pacific A had an annualized return of -2.27%, while the S&P 500 had an annualized return of 10.71%, indicating that Swire Pacific A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -13.86% | 0.91% |
| Year-To-Date | -21.60% | 7.82% |
| 6 months | -11.99% | 2.41% |
| 1 year | 13.89% | -2.53% |
| 5 years (annualized) | -4.26% | 8.66% |
| 10 years (annualized) | -2.27% | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.51% | -10.86% | -5.78% | 6.26% | -15.78% | |||||||
| 2022 | 17.52% | 12.53% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Swire Pacific A (0019.HK) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
0019.HK Swire Pacific A | 0.76 | ||||
^GSPC S&P 500 | 0.10 |
Dividend History
Swire Pacific A granted a 8.81% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.60 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$4.60 | HK$2.75 | HK$2.00 | HK$2.35 | HK$3.15 | HK$2.30 | HK$2.10 | HK$3.78 | HK$3.92 | HK$3.60 | HK$3.50 | HK$3.35 |
Dividend yield | 8.81% | 4.13% | 4.91% | 6.19% | 5.17% | 3.43% | 3.68% | 6.64% | 6.12% | 5.05% | 5.66% | 5.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Swire Pacific A. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.85 | HK$0.00 | |||||||
| 2022 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.60 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.15 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.65 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.70 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.80 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.35 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2018 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.10 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.20 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2017 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.10 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2016 | HK$0.00 | HK$0.00 | HK$0.00 | HK$2.78 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2015 | HK$0.00 | HK$0.00 | HK$0.00 | HK$2.80 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.12 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2014 | HK$0.00 | HK$0.00 | HK$0.00 | HK$2.50 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.10 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2013 | HK$0.00 | HK$0.00 | HK$0.00 | HK$2.50 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2012 | HK$2.35 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.00 | HK$0.00 | HK$0.00 | HK$0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Swire Pacific A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Swire Pacific A is 69.93%, recorded on Jul 11, 1986. It took 992 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.93% | Apr 10, 1986 | 65 | Jul 11, 1986 | 992 | Jun 17, 1999 | 1057 |
| -67.49% | Jun 10, 1981 | 364 | Dec 2, 1982 | 325 | Mar 26, 1984 | 689 |
| -63.1% | Oct 31, 2007 | 242 | Oct 27, 2008 | 468 | Sep 15, 2010 | 710 |
| -62.74% | Jan 6, 2011 | 2415 | Oct 30, 2020 | — | — | — |
| -51.83% | Jan 11, 2001 | 170 | Sep 21, 2001 | 574 | Jan 20, 2004 | 744 |
Volatility Chart
The current Swire Pacific A volatility is 5.98%, 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.