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Sinopec Shanghai Petrochemical Co Ltd Class H (033...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CNE1000004C8

Sector

Energy

IPO Date

Jul 26, 1993

Highlights

Market Cap

HK$28.21B

EPS (TTM)

-HK$0.06

Total Revenue (TTM)

HK$89.15B

Gross Profit (TTM)

HK$13.93B

EBITDA (TTM)

-HK$701.14M

Year Range

HK$1.00 - HK$1.43

Target Price

HK$1.31

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
0338.HK vs. 0386.HK 0338.HK vs. VOO
Popular comparisons:
0338.HK vs. 0386.HK 0338.HK vs. VOO

Performance

Performance Chart

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


200.00%400.00%600.00%800.00%1,000.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
205.07%
1,270.30%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Returns By Period

Sinopec Shanghai Petrochemical Co Ltd Class H had a return of 4.42% year-to-date (YTD) and 7.27% in the last 12 months. Over the past 10 years, Sinopec Shanghai Petrochemical Co Ltd Class H had an annualized return of -1.72%, while the S&P 500 had an annualized return of 11.47%, indicating that Sinopec Shanghai Petrochemical Co Ltd Class H did not perform as well as the benchmark.


0338.HK

YTD

4.42%

1M

-5.60%

6M

3.51%

1Y

7.27%

5Y (annualized)

-8.09%

10Y (annualized)

-1.72%

^GSPC (Benchmark)

YTD

27.68%

1M

2.72%

6M

13.90%

1Y

32.81%

5Y (annualized)

14.15%

10Y (annualized)

11.47%

Monthly Returns

The table below presents the monthly returns of 0338.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.19%3.77%-6.36%7.77%1.80%-2.65%-1.82%-3.70%15.38%0.00%-3.33%4.42%
20236.06%-3.57%1.48%0.00%-11.68%1.65%-3.25%-7.56%0.91%-5.41%6.67%0.89%-14.39%
2022-4.47%2.92%-7.38%-9.20%4.06%-5.54%-3.73%-4.65%-16.26%0.00%24.27%3.13%-19.95%
20214.24%10.46%-3.16%4.89%-0.00%-0.01%-10.50%3.70%13.10%-4.74%1.10%-2.18%15.66%
2020-15.32%-0.00%-3.52%10.94%-10.33%3.89%-6.99%-7.51%-11.88%1.42%20.28%-4.07%-25.09%
20198.16%7.28%-6.03%-5.08%-3.66%-1.17%-11.61%-17.52%0.89%-4.39%-0.46%8.30%-25.30%
20187.64%-1.88%1.49%9.85%10.49%-11.35%-1.46%-2.12%3.69%-28.03%3.20%-3.38%-17.23%
201714.76%-2.49%-8.30%0.93%5.29%-2.23%6.22%9.91%-4.71%0.00%-0.43%-3.89%13.51%
20160.97%5.77%19.09%-2.80%-0.52%-3.65%6.78%6.08%-2.49%1.28%3.03%2.94%40.58%
2015-0.88%17.78%9.06%62.29%-18.98%10.79%-24.94%-10.44%4.24%9.83%-14.51%11.55%36.12%
2014-1.34%5.45%-13.80%-5.50%1.06%16.53%11.58%7.47%-1.16%-5.86%-0.00%-5.81%4.90%
20134.35%18.05%0.29%-21.70%6.74%-8.77%-8.07%16.32%3.96%9.95%11.71%-2.62%25.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0338.HK is 44, 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 0338.HK is 4444
Overall Rank
The Sharpe Ratio Rank of 0338.HK is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of 0338.HK is 4040
Sortino Ratio Rank
The Omega Ratio Rank of 0338.HK is 4040
Omega Ratio Rank
The Calmar Ratio Rank of 0338.HK is 4545
Calmar Ratio Rank
The Martin Ratio Rank of 0338.HK is 4747
Martin 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 Sinopec Shanghai Petrochemical Co Ltd Class H (0338.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for 0338.HK, currently valued at 0.13, compared to the broader market-4.00-2.000.002.004.000.132.77
The chart of Sortino ratio for 0338.HK, currently valued at 0.43, compared to the broader market-4.00-2.000.002.004.000.433.66
The chart of Omega ratio for 0338.HK, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.51
The chart of Calmar ratio for 0338.HK, currently valued at 0.06, compared to the broader market0.002.004.006.000.063.99
The chart of Martin ratio for 0338.HK, currently valued at 0.41, compared to the broader market0.0010.0020.0030.000.4117.73
0338.HK
^GSPC

The current Sinopec Shanghai Petrochemical Co Ltd Class H Sharpe ratio is 0.13. 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 Sinopec Shanghai Petrochemical Co Ltd Class H 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.13
2.71
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Dividends

Dividend History

Sinopec Shanghai Petrochemical Co Ltd Class H provided a 0.00% dividend yield over the last twelve months, with an annual payout of HK$0.00 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%HK$0.00HK$0.10HK$0.20HK$0.30HK$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendHK$0.00HK$0.00HK$0.12HK$0.12HK$0.13HK$0.28HK$0.37HK$0.29HK$0.12HK$0.00HK$0.06HK$0.06

Dividend yield

0.00%0.00%8.84%6.76%7.94%12.09%10.70%6.45%2.81%0.00%2.78%2.83%

Monthly Dividends

The table displays the monthly dividend distributions for Sinopec Shanghai Petrochemical Co Ltd Class H. 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$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2023HK$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
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.13HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.13
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.28HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.28
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.37HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.37
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.29HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.29
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2015HK$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
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06
2013HK$0.06HK$0.00HK$0.00HK$0.06

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.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-70.54%
-0.01%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Sinopec Shanghai Petrochemical Co Ltd Class H. 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 Sinopec Shanghai Petrochemical Co Ltd Class H was 87.53%, occurring on Aug 28, 1998. Recovery took 1295 trading sessions.

The current Sinopec Shanghai Petrochemical Co Ltd Class H drawdown is 70.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.53%Aug 26, 1997248Aug 28, 19981295Dec 9, 20031543
-83.57%Oct 22, 2007249Oct 27, 20081592Apr 9, 20151841
-75.03%Jun 1, 20181548Sep 11, 2024
-54.03%Apr 28, 201584Aug 26, 2015494Aug 30, 2017578
-50.22%Apr 14, 200424May 17, 2004413Jan 13, 2006437

Volatility

Volatility Chart

The current Sinopec Shanghai Petrochemical Co Ltd Class H volatility is 6.87%, 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.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
6.87%
2.17%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Sinopec Shanghai Petrochemical Co Ltd Class H over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sinopec Shanghai Petrochemical Co Ltd Class H.


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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

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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