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TAO HEUNG HLDGS (0573.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

KYG8672Y1089

Sector

Consumer Cyclical

Industry

Restaurants

IPO Date

Jun 29, 2007

Highlights

Market Cap

HK$426.03M

PE Ratio

10.50

Total Revenue (TTM)

HK$1.29B

Gross Profit (TTM)

HK$95.03M

EBITDA (TTM)

HK$160.55M

Year Range

HK$0.41 - HK$0.84

Target Price

HK$1.96

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.


Performance

Performance Chart

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


-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-33.34%
8.97%
0573.HK (TAO HEUNG HLDGS)
Benchmark (^GSPC)

Returns By Period

TAO HEUNG HLDGS had a return of -3.45% year-to-date (YTD) and -40.91% in the last 12 months. Over the past 10 years, TAO HEUNG HLDGS had an annualized return of -14.75%, while the S&P 500 had an annualized return of 11.33%, indicating that TAO HEUNG HLDGS did not perform as well as the benchmark.


0573.HK

YTD

-3.45%

1M

-3.45%

6M

-33.33%

1Y

-40.91%

5Y*

-15.81%

10Y*

-14.75%

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

10.09%

1Y

22.16%

5Y*

12.70%

10Y*

11.33%

*Annualized

Monthly Returns

The table below presents the monthly returns of 0573.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.00%-3.45%
2024-2.67%-0.00%0.00%0.00%5.48%-1.30%-6.85%-25.00%-0.00%-1.96%-10.00%-3.33%-39.62%
2023-3.29%-2.28%-1.15%-1.18%-5.95%2.52%1.29%-3.80%1.31%5.52%-7.69%4.16%-10.84%
2022-1.09%-6.68%11.91%-6.38%-0.00%2.34%-4.59%-0.00%-3.62%-3.89%6.76%15.18%7.56%
2021-3.65%18.99%1.06%7.37%1.08%2.00%-1.96%-6.00%0.07%-3.29%0.00%3.40%18.26%
2020-3.13%-13.70%-7.48%2.02%-5.74%8.69%-11.99%1.13%1.13%-7.77%-0.00%-1.21%-33.71%
20192.29%5.97%6.34%1.33%-1.54%2.07%0.00%-10.14%4.58%-3.00%-2.33%1.59%6.17%
20186.48%-6.09%4.32%-1.38%-0.10%-2.92%2.26%3.68%1.67%-4.34%3.03%-3.68%2.10%
20176.18%3.40%5.63%-5.33%-0.58%-5.34%-16.92%-10.49%1.79%1.41%-7.63%4.50%-23.44%
2016-7.01%-5.02%-6.88%13.63%-0.00%-5.67%-3.83%10.80%28.28%-11.07%-1.84%-8.92%-4.20%
2015-5.23%-1.46%2.66%6.32%-7.86%0.90%-5.92%-8.18%-10.59%-3.93%-6.53%-6.55%-38.58%
2014-2.95%-6.80%-1.73%-2.93%-3.34%-7.17%5.91%-6.44%0.46%-5.32%-1.22%-10.15%-35.24%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0573.HK is 6, meaning it’s performing worse than 94% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 0573.HK is 66
Overall Rank
The Sharpe Ratio Rank of 0573.HK is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of 0573.HK is 33
Sortino Ratio Rank
The Omega Ratio Rank of 0573.HK is 55
Omega Ratio Rank
The Calmar Ratio Rank of 0573.HK is 1717
Calmar Ratio Rank
The Martin Ratio Rank of 0573.HK is 33
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 TAO HEUNG HLDGS (0573.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 0573.HK, currently valued at -1.04, compared to the broader market-2.000.002.004.00-1.041.83
The chart of Sortino ratio for 0573.HK, currently valued at -1.66, compared to the broader market-6.00-4.00-2.000.002.004.006.00-1.662.47
The chart of Omega ratio for 0573.HK, currently valued at 0.80, compared to the broader market0.501.001.502.000.801.33
The chart of Calmar ratio for 0573.HK, currently valued at -0.48, compared to the broader market0.002.004.006.00-0.482.76
The chart of Martin ratio for 0573.HK, currently valued at -1.63, compared to the broader market-10.000.0010.0020.0030.00-1.6311.27
0573.HK
^GSPC

The current TAO HEUNG HLDGS Sharpe ratio is -1.04. 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 TAO HEUNG HLDGS 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-1.04
1.78
0573.HK (TAO HEUNG HLDGS)
Benchmark (^GSPC)

Dividends

Dividend History

TAO HEUNG HLDGS provided a 7.14% dividend yield over the last twelve months, with an annual payout of HK$0.03 per share.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%HK$0.00HK$0.02HK$0.04HK$0.06HK$0.08HK$0.10HK$0.1220142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
DividendHK$0.03HK$0.03HK$0.06HK$0.06HK$0.06HK$0.04HK$0.12HK$0.12HK$0.12HK$0.12HK$0.12HK$0.12

Dividend yield

7.14%6.90%8.00%6.59%6.59%4.27%9.38%8.78%8.27%6.19%5.61%3.39%

Monthly Dividends

The table displays the monthly dividend distributions for TAO HEUNG HLDGS. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025HK$0.00HK$0.00HK$0.00
2024HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.06
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.06
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.06
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12
2014HK$0.06HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%7.1%
TAO HEUNG HLDGS has a dividend yield of 7.14%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%137.3%
TAO HEUNG HLDGS has a payout ratio of 137.30%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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%SeptemberOctoberNovemberDecember2025February
-86.98%
-0.13%
0573.HK (TAO HEUNG HLDGS)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the TAO HEUNG HLDGS. 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 TAO HEUNG HLDGS was 87.29%, occurring on Feb 13, 2025. The portfolio has not yet recovered.

The current TAO HEUNG HLDGS drawdown is 86.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.29%Jul 3, 20132674Feb 13, 2025
-67.27%Jul 3, 2007327Oct 29, 2008256Nov 17, 2009583
-24.5%Jan 18, 2010397Aug 25, 201155Nov 15, 2011452
-21.48%Apr 18, 201226May 24, 201286Sep 27, 2012112
-11.75%Nov 18, 20116Nov 25, 201131Jan 16, 201237

Volatility

Volatility Chart

The current TAO HEUNG HLDGS volatility is 8.18%, 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%SeptemberOctoberNovemberDecember2025February
8.18%
3.17%
0573.HK (TAO HEUNG HLDGS)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of TAO HEUNG HLDGS over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of TAO HEUNG HLDGS compared to its peers in the Restaurants industry.


PE Ratio
100.0200.0300.010.5
The chart displays the price to earnings (P/E) ratio for 0573.HK in comparison to other companies of the Restaurants industry. Currently, 0573.HK has a PE value of 10.5. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
-20.0-10.00.010.00.0
The chart displays the price to earnings to growth (PEG) ratio for 0573.HK in comparison to other companies of the Restaurants industry. Currently, 0573.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 TAO HEUNG HLDGS.


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

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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