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Fosun International Ltd (0656.HK)

Equity · Currency in HKD · Last updated Dec 7, 2023
SummaryFinancials

Company Info

ISINHK0656038673
SectorIndustrials
IndustryConglomerates

Highlights

Market CapHK$35.88B
PE Ratio38.63
Revenue (TTM)HK$184.91B
Gross Profit (TTM)HK$57.38B
EBITDA (TTM)HK$1.77B
Year RangeHK$4.18 - HK$7.85
Target PriceHK$8.23

Share Price Chart


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Performance

The chart shows the growth of an initial investment of HK$10,000 in Fosun 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.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%JulyAugustSeptemberOctoberNovemberDecember
-18.41%
5.34%
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Fosun International Ltd

Popular comparisons: 0656.HK vs. BRK-B

Return

Fosun International Ltd had a return of -31.11% year-to-date (YTD) and -30.12% in the last 12 months. Over the past 10 years, Fosun International Ltd had an annualized return of -3.03%, while the S&P 500 had an annualized return of 9.70%, indicating that Fosun International Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-31.11%18.49%
1 month-10.82%4.20%
6 months-18.41%6.60%
1 year-30.12%15.43%
5 years (annualized)-16.80%11.59%
10 years (annualized)-3.03%9.70%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-6.01%4.54%5.39%-13.40%0.81%-5.45%-4.91%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Fosun International Ltd (0656.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
0656.HK
Fosun International Ltd
-0.69
^GSPC
S&P 500
1.00

Sharpe Ratio

The current Fosun International Ltd Sharpe ratio is -0.69. 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.69
0.72
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)

Dividend History

Fosun International Ltd granted a 0.32% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.01 per share.


PeriodTTM20222021202020192018201720162015201420132012
DividendHK$0.01HK$0.30HK$0.22HK$0.27HK$0.50HK$0.35HK$0.21HK$0.17HK$0.17HK$0.15HK$0.17HK$0.16

Dividend yield

0.32%4.72%2.62%2.22%4.40%3.07%1.21%1.55%1.40%1.48%2.21%3.17%

Monthly Dividends

The table displays the monthly dividend distributions for Fosun International Ltd. 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$0.00HK$0.00HK$0.01HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.30HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.27HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.37HK$0.00HK$0.00HK$0.13HK$0.00HK$0.00HK$0.00
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.35HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.17HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.17HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.15HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2013HK$0.00HK$0.00HK$0.00HK$0.00HK$0.17HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2012HK$0.16HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00

Dividend Yield & Payout


Dividend Yield
0656.HK
0.32%
Market bottom
1.04%
Market top
5.31%
Fosun International Ltd has a dividend yield of 0.32%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
0656.HK
427.07%
Market bottom
18.82%
Market top
64.67%
Fosun International Ltd has a payout ratio of 427.07%, 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 Chart

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


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-75.29%
-8.90%
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fosun 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 Fosun International Ltd was 91.60%, occurring on Oct 27, 2008. Recovery took 1560 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.6%Aug 1, 2007302Oct 27, 20081560Feb 17, 20151862
-75.91%May 5, 20152112Dec 5, 2023
-9.31%Apr 14, 20155Apr 20, 20159May 4, 201514
-4.08%Feb 27, 20153Mar 3, 20153Mar 6, 20156
-2.64%Mar 19, 20156Mar 26, 20151Mar 27, 20157

Volatility Chart

The current Fosun International Ltd volatility is 9.44%, 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%JulyAugustSeptemberOctoberNovemberDecember
9.44%
2.96%
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)