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Sinopec Shanghai Petrochemical Co Ltd Class H (0338.HK)

Equity · Currency in HKD · Last updated May 27, 2023

Company Info

ISINCNE1000004C8
SectorEnergy
IndustryOil & Gas Refining & Marketing

Highlights

Market CapHK$29.43B
EPS-HK$0.27
PE RatioN/A
PEG RatioN/A
Revenue (TTM)HK$78.49B
Gross Profit (TTM)HK$8.48B
EBITDA (TTM)-HK$2.40B
Year RangeHK$1.01 - HK$1.56
Target PriceHK$1.79

Share Price Chart


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Performance

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.


-10.00%0.00%10.00%20.00%30.00%December2023FebruaryMarchAprilMay
2.48%
4.51%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 0338.HK

Return

Sinopec Shanghai Petrochemical Co Ltd Class H had a return of -6.06% year-to-date (YTD) and -10.85% in the last 12 months. Over the past 10 years, Sinopec Shanghai Petrochemical Co Ltd Class H had an annualized return of 2.02%, while the S&P 500 had an annualized return of 10.49%, indicating that Sinopec Shanghai Petrochemical Co Ltd Class H did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-7.46%0.23%
Year-To-Date-6.06%7.47%
6 months1.64%2.91%
1 year-10.85%-4.20%
5 years (annualized)-20.39%8.43%
10 years (annualized)2.02%10.49%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.06%-3.57%1.48%0.00%
20220.00%24.27%3.12%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Sinopec Shanghai Petrochemical Co Ltd Class H (0338.HK) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that 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
0338.HK
Sinopec Shanghai Petrochemical Co Ltd Class H
-0.26
^GSPC
S&P 500
0.27

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Sinopec Shanghai Petrochemical Co Ltd Class H Sharpe ratio is -0.26. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.00December2023FebruaryMarchAprilMay
-0.26
0.07
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Dividend History

Sinopec Shanghai Petrochemical Co Ltd Class H granted a 9.41% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.12 per share.


PeriodTTM20222021202020192018201720162015201420132012
DividendHK$0.12HK$0.12HK$0.12HK$0.13HK$0.28HK$0.37HK$0.29HK$0.12HK$0.00HK$0.06HK$0.06HK$0.04

Dividend yield

9.41%8.84%7.34%9.19%14.92%14.41%9.32%4.35%0.00%4.45%4.67%3.81%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023HK$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$0.00
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.13HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.28HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.37HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.29HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2015HK$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$0.00
2013HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00
2012HK$0.04HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00

Drawdowns Chart

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


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%December2023FebruaryMarchAprilMay
-69.04%
-12.22%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Sinopec Shanghai Petrochemical Co Ltd Class H. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Sinopec Shanghai Petrochemical Co Ltd Class H is 87.53%, recorded on Aug 28, 1998. It took 1295 trading sessions for the portfolio to recover.


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
-74.53%Jun 1, 20181069Sep 29, 2022
-54.16%Dec 14, 199342Jul 8, 1994770Aug 22, 1997812
-54.03%Apr 28, 201582Aug 24, 2015496Aug 30, 2017578

Volatility Chart

The current Sinopec Shanghai Petrochemical Co Ltd Class H volatility is 6.73%, 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%December2023FebruaryMarchAprilMay
6.73%
4.15%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)