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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$82.52B
PE Ratio0.50
PEG Ratio0.49
Revenue (TTM)HK$94.82B
Gross Profit (TTM)HK$34.19B
EBITDA (TTM)HK$14.64B
Year RangeHK$6.61 - HK$10.62

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.


1,000.00%1,500.00%2,000.00%2,500.00%OctoberNovemberDecember2024FebruaryMarch
2,576.13%
1,435.57%
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Swire Pacific Ltd had a return of -0.39% year-to-date (YTD) and 38.66% in the last 12 months. Over the past 10 years, Swire Pacific Ltd had an annualized return of 2.02%, while the S&P 500 had an annualized return of 10.96%, indicating that Swire Pacific Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.39%10.04%
1 month3.98%3.53%
6 months21.19%22.79%
1 year38.66%32.16%
5 years (annualized)1.16%13.15%
10 years (annualized)2.02%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-9.88%10.75%
2023-0.77%4.37%-6.19%3.99%22.40%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Swire Pacific Ltd (0087.HK) and compares them with a selected benchmark (^GSPC). These performance indicators 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
1.33
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Swire Pacific Ltd Sharpe ratio is 1.33. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.33
2.74
0087.HK (Swire Pacific Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Swire Pacific Ltd granted a 21.94% dividend yield in the last twelve months. The annual payout for that period amounted to HK$2.23 per share.


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

Dividend yield

21.94%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024HK$0.00HK$0.00
2023HK$0.00HK$0.00HK$0.00HK$0.37HK$0.00HK$0.00HK$0.00HK$0.00HK$1.86HK$0.00HK$0.00HK$0.00
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$0.50HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%21.9%
Swire Pacific Ltd has a dividend yield of 21.94%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-9.60%
0
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 Jul 10, 1986. Recovery took 993 trading sessions.

The current Swire Pacific Ltd drawdown is 9.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.8%Apr 11, 198663Jul 10, 1986993Jun 17, 19991056
-66.52%Jun 9, 1981308Nov 30, 1982312Mar 23, 1984620
-61.88%Jan 6, 20112416Oct 30, 2020
-61.16%Jan 8, 2008196Oct 27, 2008469Sep 16, 2010665
-47.44%Jan 11, 2001171Sep 24, 2001478Sep 2, 2003649

Volatility

Volatility Chart

The current Swire Pacific Ltd volatility is 7.45%, 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%OctoberNovemberDecember2024FebruaryMarch
7.45%
2.82%
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

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items