FIRST SHANGHAI (0227.HK)
Company Info
Highlights
HK$547.67M
12.50
HK$207.79M
HK$84.90M
-HK$3.81M
HK$0.11 - HK$0.87
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.
Performance
Performance Chart
The chart shows the growth of an initial investment of HK$10,000 in FIRST SHANGHAI, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
FIRST SHANGHAI had a return of 2.49% year-to-date (YTD) and 128.70% in the last 12 months. Over the past 10 years, FIRST SHANGHAI had an annualized return of -17.71%, while the S&P 500 had an annualized return of 11.26%, indicating that FIRST SHANGHAI did not perform as well as the benchmark.
0227.HK
2.49%
4.22%
120.54%
128.70%
-10.54%
-17.71%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of 0227.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.32% | 2.49% | |||||||||||
| 2024 | -4.35% | 15.45% | 9.45% | -4.32% | 12.78% | -14.67% | -11.72% | 0.88% | 145.61% | 7.14% | -15.00% | -5.49% | 109.57% |
| 2023 | -2.78% | -5.71% | -14.55% | -4.26% | -7.41% | 4.00% | -3.85% | -16.80% | -0.00% | 1.92% | 2.83% | 5.50% | -36.11% |
| 2022 | -4.88% | -4.62% | -15.05% | 1.27% | -8.75% | 17.81% | -1.74% | -10.65% | -10.60% | -9.63% | 22.95% | 20.00% | -12.20% |
| 2021 | 7.70% | 7.15% | -6.67% | -5.70% | -3.04% | 6.27% | -16.20% | -2.91% | -3.62% | -3.80% | -15.67% | -4.03% | -36.12% |
| 2020 | -16.67% | 6.67% | -18.76% | 1.56% | -19.70% | 37.71% | 5.49% | -9.10% | -15.71% | -1.68% | 5.17% | 6.54% | -27.79% |
| 2019 | 2.28% | 46.67% | -3.04% | -9.37% | -17.25% | 1.03% | -8.25% | -12.36% | -5.12% | 1.34% | -1.32% | 21.62% | 2.28% |
| 2018 | 19.10% | -13.21% | -10.86% | 1.21% | -6.02% | -23.08% | -9.99% | -5.57% | -6.85% | -5.27% | -2.23% | 0.00% | -50.56% |
| 2017 | 0.00% | 1.69% | -5.83% | -6.19% | 8.48% | -6.96% | -0.93% | 4.71% | -3.60% | -0.93% | -7.55% | -9.19% | -24.58% |
| 2016 | -14.73% | -2.73% | 15.89% | 2.42% | 0.79% | -3.17% | -1.62% | 13.22% | 0.00% | 0.73% | 0.72% | -15.10% | -7.82% |
| 2015 | -5.36% | -1.25% | -0.64% | 60.26% | -10.00% | -9.56% | -30.20% | -19.86% | -2.66% | 10.00% | 10.74% | -3.73% | -22.65% |
| 2014 | -4.41% | -6.15% | -3.29% | 52.55% | -3.34% | 8.05% | 46.81% | 11.60% | -5.20% | 4.80% | 1.31% | 8.39% | 147.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 81, 0227.HK is among the top 19% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for FIRST SHANGHAI (0227.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
FIRST SHANGHAI provided a 0.00% dividend yield over the last twelve months, with an annual payout of HK$0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.85% | 1.16% |
Monthly Dividends
The table displays the monthly dividend distributions for FIRST SHANGHAI. 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | HK$0.00 | HK$0.00 | HK$0.00 | ||||||||||
| 2024 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2023 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2022 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2018 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2017 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2016 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 |
| 2015 | HK$0.01 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the FIRST SHANGHAI. 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 FIRST SHANGHAI was 97.88%, occurring on Aug 23, 2023. The portfolio has not yet recovered.
The current FIRST SHANGHAI drawdown is 94.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.88% | Aug 13, 1993 | 7034 | Aug 23, 2023 | — | — | — |
| -46.16% | Jul 1, 1992 | 64 | Nov 13, 1992 | 10 | Dec 8, 1992 | 74 |
| -33.83% | Jun 29, 1993 | 18 | Jul 22, 1993 | 15 | Aug 12, 1993 | 33 |
| -27.84% | Dec 23, 1992 | 15 | Jan 14, 1993 | 62 | Apr 20, 1993 | 77 |
| -14.97% | Jun 10, 1993 | 7 | Jun 21, 1993 | 3 | Jun 28, 1993 | 10 |
Volatility
Volatility Chart
The current FIRST SHANGHAI volatility is 16.10%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of FIRST SHANGHAI compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for 0227.HK in comparison to other companies of the Capital Markets industry. Currently, 0227.HK has a PE value of 12.5. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for 0227.HK in comparison to other companies of the Capital Markets industry. Currently, 0227.HK has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for FIRST SHANGHAI.
Loading data...
Income Statement
| 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 | — |