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Fosun International Ltd (0656.HK)

Equity · Currency in HKD · Last updated Jun 3, 2023

Company Info

ISINHK0656038673
SectorIndustrials
IndustryConglomerates

Highlights

Market CapHK$44.31B
EPSHK$0.00
PE Ratio77.14
PEG RatioN/A
Revenue (TTM)HK$175.39B
Gross Profit (TTM)HK$57.38B
EBITDA (TTM)HK$477.14M
Year RangeHK$4.40 - HK$7.87
Target PriceHK$8.91

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%-10.00%0.00%10.00%20.00%30.00%2023FebruaryMarchAprilMayJune
-12.62%
6.19%
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Fosun International Ltd

Return

Fosun International Ltd had a return of -15.09% year-to-date (YTD) and -28.50% in the last 12 months. Over the past 10 years, Fosun International Ltd had an annualized return of 0.14%, while the S&P 500 had an annualized return of 10.77%, indicating that Fosun International Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month3.05%3.19%
Year-To-Date-15.09%9.50%
6 months-9.24%4.00%
1 year-28.50%-5.72%
5 years (annualized)-18.65%8.07%
10 years (annualized)0.14%10.77%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202314.47%-11.81%-10.28%-4.69%-6.01%
202223.75%7.07%

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
-0.74
^GSPC
S&P 500
0.21

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 Fosun International Ltd Sharpe ratio is -0.74. 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.


-1.00-0.80-0.60-0.40-0.200.002023FebruaryMarchAprilMayJune
-0.74
0.04
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)

Dividend History

Fosun International Ltd granted a 5.56% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.30 per share.


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

Dividend yield

5.56%4.72%2.72%2.35%4.78%3.50%1.41%1.83%1.69%1.79%2.72%4.03%

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$0.00
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

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%2023FebruaryMarchAprilMayJune
-69.54%
-13.27%
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Fosun International Ltd. 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 Fosun International Ltd is 91.59%, recorded on Oct 27, 2008. It took 1560 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.59%Aug 1, 2007302Oct 27, 20081560Feb 17, 20151862
-74.28%May 5, 20151813Sep 14, 2022
-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 8.19%, 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%2023FebruaryMarchAprilMayJune
8.19%
3.64%
0656.HK (Fosun International Ltd)
Benchmark (^GSPC)