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

Company Info

ISINCNE1000004C8
SectorEnergy
IndustryOil & Gas Refining & Marketing

Highlights

Market CapHK$26.42B
EPS-HK$0.11
PE Ratio33.43
Revenue (TTM)HK$92.32B
Gross Profit (TTM)HK$8.48B
EBITDA (TTM)HK$226.19M
Year RangeHK$0.99 - HK$1.31
Target PriceHK$1.52

Share Price Chart


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Compare to other instruments

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Sinopec Shanghai Petrochemical Co Ltd Class H

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%December2024FebruaryMarchAprilMay
198.55%
1,065.91%
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

S&P 500

Returns By Period

Sinopec Shanghai Petrochemical Co Ltd Class H had a return of 3.54% year-to-date (YTD) and -10.00% in the last 12 months. Over the past 10 years, Sinopec Shanghai Petrochemical Co Ltd Class H had an annualized return of 0.22%, while the S&P 500 had an annualized return of 10.87%, indicating that Sinopec Shanghai Petrochemical Co Ltd Class H did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.54%11.56%
1 month11.43%7.13%
6 months1.74%17.26%
1 year-10.00%26.92%
5 years (annualized)-14.47%13.56%
10 years (annualized)0.22%10.87%

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%3.54%
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%3.12%-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 23, indicating that it is in the bottom 23% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 0338.HK is 2323
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
The Sharpe Ratio Rank of 0338.HK is 2020Sharpe Ratio Rank
The Sortino Ratio Rank of 0338.HK is 1818Sortino Ratio Rank
The Omega Ratio Rank of 0338.HK is 2020Omega Ratio Rank
The Calmar Ratio Rank of 0338.HK is 3333Calmar Ratio Rank
The Martin Ratio Rank of 0338.HK is 2525Martin 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.


0338.HK
Sharpe ratio
The chart of Sharpe ratio for 0338.HK, currently valued at -0.50, compared to the broader market-2.00-1.000.001.002.003.004.00-0.50
Sortino ratio
The chart of Sortino ratio for 0338.HK, currently valued at -0.58, compared to the broader market-4.00-2.000.002.004.006.00-0.58
Omega ratio
The chart of Omega ratio for 0338.HK, currently valued at 0.93, compared to the broader market0.501.001.502.000.93
Calmar ratio
The chart of Calmar ratio for 0338.HK, currently valued at -0.18, compared to the broader market0.002.004.006.00-0.18
Martin ratio
The chart of Martin ratio for 0338.HK, currently valued at -0.83, compared to the broader market-10.000.0010.0020.0030.00-0.83
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Sinopec Shanghai Petrochemical Co Ltd Class H Sharpe ratio is -0.50. 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-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-0.50
2.34
0338.HK (Sinopec Shanghai Petrochemical Co Ltd Class H)
Benchmark (^GSPC)

Dividends

Dividend History

Sinopec Shanghai Petrochemical Co Ltd Class H granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.00 per share.


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$0.00
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.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-70.79%
0
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 70.79%.


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, 20181391Jan 22, 2024
-54.16%Dec 14, 199342Jul 8, 1994770Aug 22, 1997812
-54.03%Apr 28, 201582Aug 24, 2015496Aug 30, 2017578

Volatility

Volatility Chart

The current Sinopec Shanghai Petrochemical Co Ltd Class H volatility is 6.98%, 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%December2024FebruaryMarchAprilMay
6.98%
3.13%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

0.00

Gross Profit

0.00
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