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Orient Overseas International Ltd (0316.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINBMG677491539
SectorIndustrials
IndustryMarine Shipping

Highlights

Market CapHK$82.61B
PE Ratio7.74
Total Revenue (TTM)HK$4.54B
Gross Profit (TTM)HK$902.80M
Year RangeHK$90.92 - HK$146.20
Target PriceHK$128.21

Share Price Chart


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Orient Overseas International Ltd

Popular comparisons: 0316.HK vs. KAIKY

Performance

Performance Chart

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


-10.00%0.00%10.00%20.00%30.00%40.00%2024FebruaryMarchAprilMayJune
21.07%
15.25%
0316.HK (Orient Overseas International Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Orient Overseas International Ltd had a return of 14.74% year-to-date (YTD) and 28.66% in the last 12 months. Over the past 10 years, Orient Overseas International Ltd had an annualized return of 24.33%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.


PeriodReturnBenchmark
Year-To-Date14.74%13.92%
1 month-9.90%3.57%
6 months32.41%15.13%
1 year28.66%24.27%
5 years (annualized)49.24%13.51%
10 years (annualized)24.33%10.88%

Monthly Returns

The table below presents the monthly returns of 0316.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20246.79%4.55%-23.17%22.25%17.18%14.74%
2023-8.01%-2.85%19.21%5.73%-21.32%10.11%23.60%-15.10%-0.67%-5.60%-4.76%16.02%6.07%
20220.37%14.58%-4.82%5.35%18.57%-13.69%31.25%-19.49%-28.77%-16.58%27.46%-3.56%-8.92%
2021-14.45%13.65%51.96%9.87%-10.75%55.45%-15.58%40.99%-27.44%6.29%3.76%28.30%175.18%
2020-2.51%-6.92%-11.22%6.73%-5.61%9.84%3.28%-3.18%-1.47%2.60%76.72%30.91%108.46%
2019-2.08%1.06%-4.96%6.32%-5.72%-10.84%-6.82%-14.63%0.88%3.45%22.50%9.77%-6.17%
2018-2.32%-0.75%-2.87%5.21%-0.94%3.24%8.05%-38.28%0.88%-10.51%6.41%8.27%-29.71%
201725.19%13.17%-8.89%0.00%19.16%13.25%29.91%-0.25%1.31%2.39%-1.46%1.89%135.07%
2016-22.68%-1.91%6.02%-1.34%2.53%-12.60%4.36%-4.36%4.18%6.02%6.54%3.88%-13.27%
201512.24%-3.73%-3.47%0.85%-9.43%-7.68%-3.41%0.39%-3.73%2.07%-3.37%4.05%-15.75%
2014-16.82%17.75%-6.55%4.20%7.30%-4.41%9.09%11.23%-5.46%2.67%6.00%-3.10%18.36%
20138.27%0.55%-4.03%-12.11%7.53%2.35%-14.07%-0.81%6.67%-12.07%2.37%-5.00%-21.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0316.HK is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 0316.HK is 7171
0316.HK (Orient Overseas International Ltd)
The Sharpe Ratio Rank of 0316.HK is 7373Sharpe Ratio Rank
The Sortino Ratio Rank of 0316.HK is 6767Sortino Ratio Rank
The Omega Ratio Rank of 0316.HK is 6868Omega Ratio Rank
The Calmar Ratio Rank of 0316.HK is 7777Calmar Ratio Rank
The Martin Ratio Rank of 0316.HK is 7070Martin 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 Orient Overseas International Ltd (0316.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0316.HK
Sharpe ratio
The chart of Sharpe ratio for 0316.HK, currently valued at 0.81, compared to the broader market-2.00-1.000.001.002.003.000.81
Sortino ratio
The chart of Sortino ratio for 0316.HK, currently valued at 1.25, compared to the broader market-4.00-2.000.002.004.006.001.25
Omega ratio
The chart of Omega ratio for 0316.HK, currently valued at 1.17, compared to the broader market0.501.001.502.001.17
Calmar ratio
The chart of Calmar ratio for 0316.HK, currently valued at 0.74, compared to the broader market0.002.004.006.000.74
Martin ratio
The chart of Martin ratio for 0316.HK, currently valued at 2.30, compared to the broader market-10.000.0010.0020.002.30
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-2.00-1.000.001.002.003.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.06, compared to the broader market-4.00-2.000.002.004.006.003.06
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.72, compared to the broader market0.002.004.006.001.72
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.07, compared to the broader market-10.000.0010.0020.008.07

Sharpe Ratio

The current Orient Overseas International Ltd Sharpe ratio is 0.81. 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 Orient Overseas International 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 Ratio-0.500.000.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.81
2.13
0316.HK (Orient Overseas International Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Orient Overseas International Ltd granted a 5.25% dividend yield in the last twelve months. The annual payout for that period amounted to HK$6.51 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$6.51HK$40.95HK$47.24HK$17.60HK$0.59HK$13.60HK$0.00HK$0.17HK$0.15HK$1.02HK$0.73HK$0.56

Dividend yield

5.25%37.57%33.50%9.20%0.76%35.98%0.00%0.22%0.45%2.74%1.61%1.44%

Monthly Dividends

The table displays the monthly dividend distributions for Orient Overseas International 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$0.00HK$1.13HK$0.00HK$1.13
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$35.57HK$0.00HK$0.00HK$5.38HK$0.00HK$0.00HK$0.00HK$0.00HK$40.95
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$20.49HK$0.00HK$0.00HK$0.00HK$26.75HK$0.00HK$0.00HK$0.00HK$47.24
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$3.92HK$0.00HK$0.00HK$0.00HK$13.68HK$0.00HK$0.00HK$0.00HK$17.60
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.38HK$0.00HK$0.00HK$0.00HK$0.59
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.60HK$0.00HK$0.00HK$0.00HK$0.52HK$0.00HK$0.00HK$12.48HK$13.60
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.17HK$0.00HK$0.00HK$0.00HK$0.00HK$0.17
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.15HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.15
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.27HK$0.00HK$0.00HK$0.00HK$0.75HK$0.00HK$0.00HK$0.00HK$1.02
2014HK$0.00HK$0.00HK$0.00HK$0.15HK$0.00HK$0.00HK$0.00HK$0.00HK$0.59HK$0.00HK$0.00HK$0.00HK$0.73
2013HK$0.56HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.56

Drawdowns

Drawdowns Chart

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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-30.07%
0
0316.HK (Orient Overseas International Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Orient Overseas International 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 Orient Overseas International Ltd was 89.16%, occurring on Oct 27, 2008. Recovery took 2404 trading sessions.

The current Orient Overseas International Ltd drawdown is 30.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.16%Jul 27, 2007307Oct 27, 20082404Jul 27, 20182711
-76.38%Mar 18, 1996552Mar 31, 1999848Mar 14, 20031400
-58.29%Aug 17, 2018217Aug 13, 2019286Nov 19, 2020503
-53.46%Jun 8, 2022104Nov 3, 2022
-41.89%Sep 8, 1994143Apr 25, 1995171Jan 15, 1996314

Volatility

Volatility Chart

The current Orient Overseas International Ltd volatility is 14.77%, 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.


5.00%10.00%15.00%20.00%2024FebruaryMarchAprilMayJune
14.77%
2.46%
0316.HK (Orient Overseas International Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Orient Overseas International 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