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Swire Pacific Ltd (0087.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINHK0087000532
SectorIndustrials
IndustryConglomerates

Highlights

Market CapHK$87.71B
PE Ratio0.52
PEG Ratio0.49
Total Revenue (TTM)HK$51.54B
Gross Profit (TTM)HK$19.21B
Year RangeHK$6.53 - HK$11.10

Share Price Chart


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Swire Pacific Ltd

Performance

Performance Chart

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.


1,500.00%2,000.00%2,500.00%3,000.00%2024FebruaryMarchAprilMayJune
2,782.14%
1,495.10%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Swire Pacific Ltd had a return of 7.28% year-to-date (YTD) and 60.55% in the last 12 months. Over the past 10 years, Swire Pacific Ltd had an annualized return of 1.88%, while the S&P 500 had an annualized return of 10.85%, indicating that Swire Pacific Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.28%14.57%
1 month-1.13%3.01%
6 months9.75%14.93%
1 year60.55%25.67%
5 years (annualized)3.53%13.42%
10 years (annualized)1.88%10.85%

Monthly Returns

The table below presents the monthly returns of 0087.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-9.88%10.75%0.00%8.72%-2.06%7.28%
20232.07%-8.49%-2.12%6.50%-15.78%17.78%5.57%-0.77%4.37%-6.19%3.98%22.39%26.10%
20220.92%-4.80%7.63%-1.90%6.06%-0.64%-5.75%23.58%3.15%-11.78%15.82%13.34%48.74%
20218.69%14.21%2.00%9.65%-5.79%-5.93%-9.16%6.56%-7.16%6.79%-9.54%3.24%10.29%
2020-5.15%-1.27%-27.38%11.32%-15.09%2.64%-7.17%2.62%-6.96%-1.87%22.22%-5.84%-33.97%
20197.20%2.43%9.48%1.25%-4.76%0.00%-5.41%-14.29%-2.29%1.22%-1.90%2.46%-6.55%
201810.36%1.19%-1.03%0.43%0.90%4.18%1.00%1.42%-1.55%-8.82%3.96%-0.46%11.03%
20172.70%3.80%-5.20%-0.46%3.94%-0.44%1.46%1.88%-2.73%-0.44%-5.64%-4.40%-6.00%
2016-13.00%2.03%7.54%3.87%-0.66%1.86%5.35%-5.08%-0.29%-3.71%-6.06%-2.20%-11.51%
20152.60%3.27%1.63%1.34%0.41%-7.61%0.11%-13.83%3.00%5.40%-5.71%0.00%-10.62%
2014-8.34%2.62%1.46%6.04%1.63%2.17%4.14%3.55%-1.68%0.43%3.40%-4.94%9.98%
20136.40%0.74%-0.94%2.62%0.00%-3.18%-1.42%-1.66%2.58%-2.89%0.46%-0.34%1.99%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 0087.HK is 92, placing it in the top 8% 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 0087.HK is 9292
0087.HK (Swire Pacific Ltd)
The Sharpe Ratio Rank of 0087.HK is 9494Sharpe Ratio Rank
The Sortino Ratio Rank of 0087.HK is 9494Sortino Ratio Rank
The Omega Ratio Rank of 0087.HK is 9191Omega Ratio Rank
The Calmar Ratio Rank of 0087.HK is 8888Calmar Ratio Rank
The Martin Ratio Rank of 0087.HK is 9494Martin 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 Pacific Ltd (0087.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0087.HK
Sharpe ratio
The chart of Sharpe ratio for 0087.HK, currently valued at 2.10, compared to the broader market-2.00-1.000.001.002.003.002.10
Sortino ratio
The chart of Sortino ratio for 0087.HK, currently valued at 3.35, compared to the broader market-4.00-2.000.002.004.006.003.35
Omega ratio
The chart of Omega ratio for 0087.HK, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for 0087.HK, currently valued at 1.46, compared to the broader market0.002.004.006.001.46
Martin ratio
The chart of Martin ratio for 0087.HK, currently valued at 11.42, compared to the broader market-5.000.005.0010.0015.0020.0025.0011.42
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.24, compared to the broader market-2.00-1.000.001.002.003.002.24
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.16, compared to the broader market-4.00-2.000.002.004.006.003.16
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.36, compared to the broader market-5.000.005.0010.0015.0020.0025.008.36

Sharpe Ratio

The current Swire Pacific Ltd Sharpe ratio is 2.10. 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 Swire Pacific Ltd 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
2.10
2.22
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Swire Pacific Ltd granted a 21.48% dividend yield in the last twelve months. The annual payout for that period amounted to HK$2.26 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$2.26HK$2.23HK$0.55HK$0.40HK$0.47HK$0.63HK$0.46HK$0.42HK$0.76HK$0.78HK$0.72HK$0.70

Dividend yield

21.48%21.86%5.18%5.24%6.48%5.40%3.52%3.45%5.67%4.95%3.90%4.00%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.00HK$0.40HK$0.00HK$0.00HK$0.40
2023HK$0.00HK$0.00HK$0.00HK$0.37HK$0.00HK$0.00HK$0.00HK$0.00HK$1.86HK$0.00HK$0.00HK$0.00HK$2.23
2022HK$0.00HK$0.00HK$0.00HK$0.32HK$0.00HK$0.00HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.55
2021HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.40
2020HK$0.00HK$0.00HK$0.00HK$0.33HK$0.00HK$0.00HK$0.00HK$0.00HK$0.14HK$0.00HK$0.00HK$0.00HK$0.47
2019HK$0.00HK$0.00HK$0.00HK$0.36HK$0.00HK$0.00HK$0.00HK$0.00HK$0.27HK$0.00HK$0.00HK$0.00HK$0.63
2018HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.00HK$0.24HK$0.00HK$0.00HK$0.00HK$0.46
2017HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.42
2016HK$0.00HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.76
2015HK$0.00HK$0.00HK$0.00HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.78
2014HK$0.00HK$0.00HK$0.00HK$0.50HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.72
2013HK$0.50HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.70

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%21.5%
Swire Pacific Ltd has a dividend yield of 21.48%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%3.1%
Swire Pacific Ltd has a payout ratio of 3.06%, which is below the market average. This means Swire Pacific Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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
-3.83%
-0.43%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Swire Pacific 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 Swire Pacific Ltd was 70.80%, occurring on Jun 9, 1986. Recovery took 1014 trading sessions.

The current Swire Pacific Ltd drawdown is 3.83%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.8%Apr 11, 198642Jun 9, 19861014Jun 17, 19991056
-66.52%Jun 9, 1981308Nov 30, 1982312Mar 23, 1984620
-61.88%Jan 6, 20112416Oct 30, 2020862May 3, 20243278
-61.16%Jan 8, 2008196Oct 27, 2008469Sep 16, 2010665
-47.43%Jan 11, 2001171Sep 24, 2001478Sep 2, 2003649

Volatility

Volatility Chart

The current Swire Pacific Ltd volatility is 8.09%, 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%14.00%2024FebruaryMarchAprilMayJune
8.09%
2.34%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Swire Pacific Ltd 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