Link Real Estate Investment Trust (0823.HK)
Company Info
Highlights
HK$95.29B
10.18
HK$28.61 - HK$39.95
HK$43.04
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of HK$10,000 in Link Real Estate Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Link Real Estate Investment Trust (0823.HK) returned 20.36% year-to-date (YTD) and 23.99% over the past 12 months. Over the past 10 years, 0823.HK returned 3.31% annually, underperforming the S&P 500 benchmark at 10.43%.
0823.HK
20.36%
17.16%
12.98%
23.99%
-4.90%
3.31%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
Monthly Returns
The table below presents the monthly returns of 0823.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.43% | 9.81% | 3.26% | -0.14% | 8.94% | 20.36% | |||||||
| 2024 | -10.60% | -0.64% | -13.61% | 0.59% | -3.10% | -3.46% | 8.73% | 11.82% | 6.37% | -7.64% | -2.89% | -2.81% | -18.60% |
| 2023 | 9.42% | -15.32% | -2.13% | 1.39% | -11.13% | -1.90% | 0.34% | -10.88% | -1.29% | -6.51% | 11.15% | 13.60% | -16.47% |
| 2022 | -2.77% | -5.47% | 6.18% | 1.64% | 4.33% | -7.95% | 2.66% | -7.38% | -9.78% | -15.48% | 16.43% | 9.14% | -12.23% |
| 2021 | -4.11% | 8.12% | -3.28% | 3.74% | 0.61% | 3.80% | -1.26% | -3.70% | -6.71% | 3.37% | 0.21% | 1.55% | 1.39% |
| 2020 | -4.24% | -8.61% | -9.00% | 5.94% | -16.74% | 11.70% | -5.05% | 2.58% | 2.11% | -6.27% | 17.50% | 3.82% | -10.77% |
| 2019 | 8.45% | 3.20% | 3.44% | -0.33% | 2.51% | 3.85% | -4.79% | -3.72% | -1.76% | -1.16% | -4.72% | 3.13% | 7.43% |
| 2018 | -4.49% | -3.32% | 0.15% | 3.88% | -0.29% | 5.14% | 8.58% | 0.51% | -1.47% | -9.80% | 9.08% | 6.44% | 13.44% |
| 2017 | 5.46% | 0.75% | 1.68% | 2.75% | 9.92% | -1.60% | 6.90% | 1.73% | -2.01% | 3.55% | 8.15% | 4.02% | 49.06% |
| 2016 | -4.42% | -1.13% | 4.90% | 2.50% | 1.27% | 12.97% | 9.66% | -2.59% | 1.06% | -2.98% | -1.35% | -5.62% | 13.37% |
| 2015 | 8.14% | -5.71% | -3.43% | 0.73% | -6.54% | 2.87% | 0.44% | -9.87% | 3.41% | 9.29% | 3.62% | -1.59% | -0.53% |
| 2014 | -6.65% | 2.71% | 5.83% | 1.05% | 7.13% | 3.07% | 5.40% | 4.66% | -2.72% | 1.79% | 10.48% | -1.72% | 34.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, 0823.HK is among the top 22% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Link Real Estate Investment Trust (0823.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Link Real Estate Investment Trust provided a 6.75% dividend yield over the last twelve months, with an annual payout of HK$2.67 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$2.67 | HK$2.67 | HK$2.49 | HK$2.93 | HK$2.99 | HK$2.79 | HK$2.74 | HK$2.52 | HK$2.31 | HK$2.13 | HK$1.87 | HK$1.70 |
Dividend yield | 6.75% | 8.13% | 5.68% | 5.26% | 4.49% | 4.07% | 3.42% | 3.26% | 3.29% | 4.34% | 4.14% | 3.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Link Real Estate Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | |||||||
| 2024 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.33 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.35 | HK$0.00 | HK$2.67 |
| 2023 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.19 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.30 | HK$0.00 | HK$2.49 |
| 2022 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.42 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.51 | HK$0.00 | HK$2.93 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.44 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.55 | HK$0.00 | HK$2.99 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.42 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.38 | HK$0.00 | HK$2.79 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.37 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.37 | HK$0.00 | HK$2.74 |
| 2018 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.25 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.27 | HK$0.00 | HK$2.52 |
| 2017 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.13 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.18 | HK$0.00 | HK$2.31 |
| 2016 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.04 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.09 | HK$0.00 | HK$2.13 |
| 2015 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.91 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.96 | HK$0.00 | HK$1.87 |
| 2014 | HK$0.83 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.87 | HK$0.00 | HK$1.70 |
Dividend Yield & Payout
Dividend Yield
Link Real Estate Investment Trust has a dividend yield of 6.75%, which means its dividend payment is significantly above the market average.
Payout Ratio
Link Real Estate Investment Trust has a payout ratio of 42.35%, which is quite average when compared to the overall market. This suggests that Link Real Estate Investment Trust strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Link Real Estate Investment Trust. 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 Link Real Estate Investment Trust was 60.51%, occurring on Apr 19, 2024. The portfolio has not yet recovered.
The current Link Real Estate Investment Trust drawdown is 45.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.51% | Jul 8, 2019 | 1180 | Apr 19, 2024 | — | — | — |
| -40.21% | Feb 5, 2008 | 165 | Oct 10, 2008 | 277 | Nov 20, 2009 | 442 |
| -25.23% | May 16, 2013 | 80 | Sep 10, 2013 | 213 | Jul 24, 2014 | 293 |
| -22.09% | Jan 29, 2015 | 149 | Sep 7, 2015 | 197 | Jun 27, 2016 | 346 |
| -21.87% | Feb 26, 2007 | 118 | Aug 17, 2007 | 100 | Jan 14, 2008 | 218 |
Volatility
Volatility Chart
The current Link Real Estate Investment Trust volatility is 11.62%, 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.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Link Real Estate Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Link Real Estate Investment Trust, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.
Valuation
The Valuation section provides an overview of how Link Real Estate Investment Trust is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for 0823.HK compared to other companies in the REIT - Retail industry. 0823.HK currently has a PEG ratio of 10.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for 0823.HK relative to other companies in the REIT - Retail industry. Currently, 0823.HK has a P/S ratio of 7.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for 0823.HK in comparison with other companies in the REIT - Retail industry. Currently, 0823.HK has a P/B value of 0.6. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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