PetroChina Co Ltd Class H (0857.HK)
Company Info
| ISIN | CNE1000003W8 |
|---|---|
| Sector | Energy |
| Industry | Oil & Gas Integrated |
Highlights
| Market Cap | HK$1.42T |
|---|---|
| EPS | HK$0.85 |
| PE Ratio | 5.55 |
| PEG Ratio | 0.17 |
| Revenue (TTM) | HK$3.19T |
| Gross Profit (TTM) | HK$1.03T |
| EBITDA (TTM) | HK$479.68B |
| Year Range | HK$2.95 - HK$5.62 |
| Target Price | HK$6.37 |
Share Price Chart
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Performance
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.
Compare to other instruments
Return
PetroChina Co Ltd Class H had a return of 46.22% year-to-date (YTD) and 38.92% in the last 12 months. Over the past 10 years, PetroChina Co Ltd Class H had an annualized return of -1.46%, while the S&P 500 had an annualized return of 10.68%, indicating that PetroChina Co Ltd Class H did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -2.25% | 0.23% |
| Year-To-Date | 46.22% | 7.47% |
| 6 months | 51.30% | 2.91% |
| 1 year | 38.92% | -4.20% |
| 5 years (annualized) | 2.23% | 8.43% |
| 10 years (annualized) | -1.46% | 10.68% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 16.81% | -3.60% | 15.67% | 16.77% | ||||||||
| 2022 | -6.83% | 18.00% | 0.85% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for PetroChina Co Ltd Class H (0857.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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
0857.HK PetroChina Co Ltd Class H | 1.70 | ||||
^GSPC S&P 500 | 0.27 |
Dividend History
PetroChina Co Ltd Class H granted a 6.64% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.35 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | HK$0.35 | HK$0.35 | HK$0.26 | HK$0.23 | HK$0.15 | HK$0.11 | HK$0.06 | HK$0.05 | HK$0.20 | HK$0.41 | HK$0.37 | HK$0.39 |
Dividend yield | 6.64% | 9.71% | 8.32% | 11.45% | 4.97% | 2.96% | 1.44% | 1.31% | 5.46% | 6.85% | 6.48% | 5.54% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | ||||||||
| 2022 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.11 | HK$0.00 | HK$0.00 | HK$0.23 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.11 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.05 | HK$0.00 | HK$0.00 | HK$0.19 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.07 | HK$0.00 | HK$0.00 | HK$0.08 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2018 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.03 | HK$0.00 | HK$0.00 | HK$0.08 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2017 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.02 | HK$0.00 | HK$0.00 | HK$0.04 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2016 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.03 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.02 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2015 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.12 | HK$0.00 | HK$0.00 | HK$0.08 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2014 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.21 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2013 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.16 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 |
| 2012 | HK$0.20 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.19 | HK$0.00 | HK$0.00 | HK$0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the PetroChina Co Ltd Class H. 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 PetroChina Co Ltd Class H is 83.74%, recorded on Mar 19, 2020. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.74% | Nov 2, 2007 | 3050 | Mar 19, 2020 | — | — | — |
| -38.58% | Aug 29, 2000 | 80 | Dec 21, 2000 | 572 | Apr 25, 2003 | 652 |
| -32.72% | Jan 6, 2004 | 90 | May 17, 2004 | 188 | Feb 17, 2005 | 278 |
| -25.65% | May 9, 2006 | 26 | Jun 14, 2006 | 113 | Nov 22, 2006 | 139 |
| -22.93% | Dec 29, 2006 | 56 | Mar 21, 2007 | 58 | Jun 18, 2007 | 114 |
Volatility Chart
The current PetroChina Co Ltd Class H volatility is 9.43%, 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.