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PetroChina Co Ltd Class H (0857.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCNE1000003W8
SectorEnergy
IndustryOil & Gas Integrated

Highlights

Market CapHK$1.92T
EPS (TTM)HK$0.89
PE Ratio7.82
PEG Ratio0.17
Total Revenue (TTM)HK$3.09T
Gross Profit (TTM)HK$880.44B
EBITDA (TTM)HK$65.23B
Year RangeHK$4.73 - HK$8.22
Target PriceHK$8.11

Share Price Chart


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PetroChina Co Ltd Class H

Popular comparisons: 0857.HK vs. 2015.HK, 0857.HK vs. 9909.HK, 0857.HK vs. 1088.HK, 0857.HK vs. 0883.HK, 0857.HK vs. VALE, 0857.HK vs. PBR, 0857.HK vs. VOO, 0857.HK vs. 0700.HK

Performance

Performance Chart

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


0.00%10.00%20.00%30.00%40.00%50.00%60.00%2024FebruaryMarchAprilMayJune
54.36%
15.21%
0857.HK (PetroChina Co Ltd Class H)
Benchmark (^GSPC)

S&P 500

Returns By Period

PetroChina Co Ltd Class H had a return of 47.48% year-to-date (YTD) and 44.95% in the last 12 months. Over the past 10 years, PetroChina Co Ltd Class H had an annualized return of 2.49%, while the S&P 500 had an annualized return of 10.85%, indicating that PetroChina Co Ltd Class H did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date47.48%13.87%
1 month0.93%2.33%
6 months54.36%15.10%
1 year44.95%22.72%
5 years (annualized)21.70%13.49%
10 years (annualized)2.49%10.85%

Monthly Returns

The table below presents the monthly returns of 0857.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20249.50%9.20%8.43%10.31%7.99%47.48%
202316.81%-3.60%15.67%16.77%-6.81%11.85%4.98%-0.53%8.38%-13.56%0.59%0.58%56.92%
202211.53%7.75%-2.64%-6.40%10.79%-8.57%-2.41%1.65%-7.32%-6.83%18.00%0.85%13.08%
2021-2.08%18.30%1.08%0.71%12.02%22.88%-14.28%5.25%13.26%1.90%-9.84%2.36%55.96%
2020-11.77%-12.46%-5.96%-1.76%-4.66%-1.75%4.67%-0.37%-8.43%-4.41%13.82%-2.83%-32.52%
20193.69%2.57%-1.93%-2.16%-12.05%0.03%-3.48%-6.49%5.54%-4.47%-6.23%8.31%-17.02%
201813.76%-10.81%-2.53%7.42%12.09%-7.58%0.34%-2.50%10.02%-9.46%-4.36%-11.11%-8.83%
20177.61%-4.98%-3.72%-3.69%-5.29%-7.52%5.23%-0.60%-0.27%2.83%3.14%3.81%-4.63%
2016-6.50%5.05%3.41%10.66%-5.96%-0.93%-0.57%-1.52%-1.26%4.91%-1.31%9.68%14.97%
2015-2.44%7.27%-4.67%16.08%-7.73%-4.54%-11.10%-16.26%-15.60%12.85%-9.07%-7.81%-39.36%
2014-11.65%8.92%3.30%6.27%5.22%5.84%3.98%8.06%-7.79%-2.41%-13.39%2.26%5.36%
20130.73%-3.62%-4.50%-3.05%-6.81%-8.74%9.94%-6.95%3.87%3.74%3.27%-7.31%-19.33%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 0857.HK is 89, placing it in the top 11% 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 0857.HK is 8989
0857.HK (PetroChina Co Ltd Class H)
The Sharpe Ratio Rank of 0857.HK is 9292Sharpe Ratio Rank
The Sortino Ratio Rank of 0857.HK is 9191Sortino Ratio Rank
The Omega Ratio Rank of 0857.HK is 8888Omega Ratio Rank
The Calmar Ratio Rank of 0857.HK is 8484Calmar Ratio Rank
The Martin Ratio Rank of 0857.HK is 8989Martin 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 PetroChina Co Ltd Class H (0857.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0857.HK
Sharpe ratio
The chart of Sharpe ratio for 0857.HK, currently valued at 1.90, compared to the broader market-2.00-1.000.001.002.003.001.90
Sortino ratio
The chart of Sortino ratio for 0857.HK, currently valued at 2.81, compared to the broader market-4.00-2.000.002.004.006.002.81
Omega ratio
The chart of Omega ratio for 0857.HK, currently valued at 1.34, compared to the broader market0.501.001.502.001.34
Calmar ratio
The chart of Calmar ratio for 0857.HK, currently valued at 1.07, compared to the broader market0.002.004.006.001.07
Martin ratio
The chart of Martin ratio for 0857.HK, currently valued at 7.31, compared to the broader market-10.000.0010.0020.007.31
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.14, compared to the broader market-2.00-1.000.001.002.003.002.14
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.04, compared to the broader market-4.00-2.000.002.004.006.003.04
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.71, compared to the broader market0.002.004.006.001.71
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.02, compared to the broader market-10.000.0010.0020.008.02

Sharpe Ratio

The current PetroChina Co Ltd Class H Sharpe ratio is 1.90. 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 PetroChina 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 Ratio1.502.002.503.002024FebruaryMarchAprilMayJune
1.90
2.12
0857.HK (PetroChina Co Ltd Class H)
Benchmark (^GSPC)

Dividends

Dividend History

PetroChina Co Ltd Class H granted a 6.20% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.47 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$0.47HK$0.47HK$0.35HK$0.26HK$0.23HK$0.15HK$0.11HK$0.06HK$0.05HK$0.20HK$0.41HK$0.37

Dividend yield

6.20%9.14%9.71%7.57%9.66%3.81%2.19%1.05%0.94%3.89%4.75%4.31%

Monthly Dividends

The table displays the monthly dividend distributions for PetroChina 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$0.00HK$0.00
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.24HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.47
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.11HK$0.00HK$0.00HK$0.23HK$0.00HK$0.00HK$0.00HK$0.35
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.11HK$0.00HK$0.00HK$0.16HK$0.00HK$0.00HK$0.00HK$0.26
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05HK$0.00HK$0.00HK$0.19HK$0.00HK$0.00HK$0.00HK$0.23
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.07HK$0.00HK$0.00HK$0.08HK$0.00HK$0.00HK$0.00HK$0.15
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.08HK$0.00HK$0.00HK$0.00HK$0.11
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.02HK$0.00HK$0.00HK$0.04HK$0.00HK$0.00HK$0.00HK$0.06
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.02HK$0.00HK$0.00HK$0.00HK$0.05
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.08HK$0.00HK$0.00HK$0.00HK$0.20
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.41
2013HK$0.16HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.00HK$0.37

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.2%
PetroChina Co Ltd Class H has a dividend yield of 6.20%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%78.9%
PetroChina Co Ltd Class H has a payout ratio of 78.86%, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-21.47%
-0.04%
0857.HK (PetroChina Co Ltd Class H)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the PetroChina 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 PetroChina Co Ltd Class H was 83.74%, occurring on Mar 19, 2020. The portfolio has not yet recovered.

The current PetroChina Co Ltd Class H drawdown is 21.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.74%Nov 2, 20073050Mar 19, 2020
-38.58%Aug 29, 200080Dec 21, 2000572Apr 25, 2003652
-32.72%Jan 6, 200490May 17, 2004188Feb 17, 2005278
-25.65%May 9, 200626Jun 14, 2006113Nov 22, 2006139
-22.93%Dec 29, 200656Mar 21, 200758Jun 18, 2007114

Volatility

Volatility Chart

The current PetroChina Co Ltd Class H volatility is 6.38%, 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%2024FebruaryMarchAprilMayJune
6.38%
2.24%
0857.HK (PetroChina Co Ltd Class H)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of PetroChina 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

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