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Swire Pacific Ltd (0087.HK)

Equity · Currency in HKD · Last updated May 27, 2023

Company Info

ISINHK0087000532
SectorIndustrials
IndustryConglomerates

Highlights

Market CapHK$72.40B
EPSHK$2.96
PE Ratio3.44
PEG Ratio0.14
Revenue (TTM)HK$91.17B
Gross Profit (TTM)HK$34.19B
EBITDA (TTM)HK$13.80B
Year RangeHK$6.65 - HK$10.68

Share Price Chart


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Performance

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


-5.00%0.00%5.00%10.00%15.00%20.00%December2023FebruaryMarchAprilMay
-0.63%
4.51%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Swire Pacific Ltd

Return

Swire Pacific Ltd had a return of -14.76% year-to-date (YTD) and 20.29% in the last 12 months. Over the past 10 years, Swire Pacific Ltd had an annualized return of -3.24%, while the S&P 500 had an annualized return of 10.62%, indicating that Swire Pacific Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-13.25%0.23%
Year-To-Date-14.76%7.47%
6 months-1.60%2.91%
1 year20.29%-4.20%
5 years (annualized)-3.09%8.69%
10 years (annualized)-3.24%10.62%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.07%-8.49%-2.12%6.50%
2022-11.78%15.82%13.34%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Swire Pacific Ltd (0087.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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
0087.HK
Swire Pacific Ltd
0.75
^GSPC
S&P 500
0.27

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Swire Pacific Ltd Sharpe ratio is 0.75. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.502.00December2023FebruaryMarchAprilMay
0.75
0.07
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

Dividend History

Swire Pacific Ltd granted a 10.56% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.92 per share.


PeriodTTM20222021202020192018201720162015201420132012
DividendHK$0.92HK$0.55HK$0.40HK$0.47HK$0.63HK$0.46HK$0.42HK$0.76HK$0.78HK$0.72HK$0.70HK$0.67

Dividend yield

10.56%5.38%5.83%7.55%6.68%4.56%4.62%7.82%7.17%5.89%6.30%6.15%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023HK$0.00HK$0.00HK$0.00HK$0.37
2022HK$0.00HK$0.00HK$0.00HK$0.32HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00
2021HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00
2020HK$0.00HK$0.00HK$0.00HK$0.33HK$0.00HK$0.00HK$0.00HK$0.00HK$0.14HK$0.00HK$0.00HK$0.00
2019HK$0.00HK$0.00HK$0.00HK$0.36HK$0.00HK$0.00HK$0.00HK$0.00HK$0.27HK$0.00HK$0.00HK$0.00
2018HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.00HK$0.24HK$0.00HK$0.00HK$0.00
2017HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00
2016HK$0.00HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00
2015HK$0.00HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00
2014HK$0.00HK$0.00HK$0.00HK$0.50HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00
2013HK$0.00HK$0.00HK$0.00HK$0.50HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00
2012HK$0.47HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00

Drawdowns Chart

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


-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%December2023FebruaryMarchAprilMay
-38.65%
-12.22%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Swire Pacific Ltd. 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 Ltd is 70.81%, recorded on Jun 9, 1986. It took 1014 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.81%Apr 11, 198642Jun 9, 19861014Jun 17, 19991056
-66.53%Jun 9, 1981308Nov 30, 1982312Mar 23, 1984620
-61.88%Jan 6, 20112415Oct 30, 2020
-61.16%Jan 8, 2008196Oct 27, 2008468Sep 16, 2010664
-47.44%Jan 11, 2001171Sep 24, 2001478Sep 2, 2003649

Volatility Chart

The current Swire Pacific Ltd volatility is 8.34%, 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%4.00%6.00%8.00%10.00%12.00%December2023FebruaryMarchAprilMay
8.34%
4.15%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)