Wharf Real Estate Investment Co Ltd (1997.HK)
Company Info
Highlights
HK$58.84B
66.83
0.04
HK$6.50B
HK$5.18B
HK$5.04B
HK$16.36 - HK$28.36
HK$22.87
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wharf Real Estate Investment Co Ltd (1997.HK) returned 2.51% year-to-date (YTD) and -17.93% over the past 12 months.
1997.HK
2.51%
13.03%
-6.43%
-17.93%
-5.21%
N/A
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of 1997.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 | -2.51% | 4.64% | -6.80% | 1.38% | 6.34% | 2.51% | |||||||
| 2024 | -13.26% | 14.19% | -2.68% | -1.51% | -7.36% | -8.61% | -7.15% | 21.91% | 20.88% | -15.27% | -10.52% | -4.56% | -20.41% |
| 2023 | -1.54% | -4.02% | 4.88% | 1.32% | -14.30% | 1.29% | 6.64% | -20.03% | -7.49% | -9.59% | -9.87% | 7.10% | -39.97% |
| 2022 | -6.31% | -5.53% | 12.63% | -4.38% | 2.02% | -1.32% | -6.68% | 4.52% | -0.28% | -13.31% | 16.32% | 26.39% | 18.96% |
| 2021 | 1.98% | 12.64% | -4.56% | 2.64% | 1.79% | -0.77% | -2.88% | -10.52% | 4.54% | 8.93% | -10.02% | 0.25% | 1.47% |
| 2020 | -14.83% | -12.72% | -9.76% | 5.89% | -9.01% | 24.16% | -25.95% | 20.57% | -2.33% | -5.56% | 21.18% | 11.93% | -10.34% |
| 2019 | 14.19% | 3.08% | 5.98% | 4.67% | -10.90% | 2.80% | -9.72% | -12.53% | 0.82% | 7.94% | -5.95% | 9.44% | 5.81% |
| 2018 | 3.94% | -1.57% | -3.95% | 17.57% | 2.63% | -7.76% | 2.33% | -7.08% | -2.98% | -3.86% | -3.09% | -0.43% | -6.40% |
| 2017 | -5.60% | 10.17% | 4.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 1997.HK is 30, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wharf Real Estate Investment Co Ltd (1997.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Wharf Real Estate Investment Co Ltd provided a 6.27% dividend yield over the last twelve months, with an annual payout of HK$1.24 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | HK$1.24 | HK$1.25 | HK$1.28 | HK$1.34 | HK$1.36 | HK$1.71 | HK$2.15 | HK$2.00 |
Dividend yield | 6.27% | 6.28% | 4.85% | 2.95% | 3.43% | 4.24% | 4.52% | 4.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Wharf Real Estate Investment Co Ltd. 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$0.60 | HK$0.00 | HK$0.60 | |||||||
| 2024 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.61 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.64 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.25 |
| 2023 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.61 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.67 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.28 |
| 2022 | HK$0.00 | HK$0.00 | HK$0.64 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.70 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.34 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.69 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.67 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.36 |
| 2020 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.93 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.78 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.71 |
| 2019 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.05 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.10 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$2.15 |
| 2018 | HK$0.95 | HK$0.00 | HK$0.00 | HK$0.00 | HK$1.05 | HK$0.00 | HK$0.00 | HK$0.00 | HK$0.00 | HK$2.00 |
Dividend Yield & Payout
Dividend Yield
Wharf Real Estate Investment Co Ltd has a dividend yield of 6.27%, which means its dividend payment is significantly above the market average.
Payout Ratio
Wharf Real Estate Investment Co Ltd has a payout ratio of 431.03%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wharf Real Estate Investment Co 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 Wharf Real Estate Investment Co Ltd was 64.34%, occurring on Apr 9, 2025. The portfolio has not yet recovered.
The current Wharf Real Estate Investment Co Ltd drawdown is 58.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.34% | May 15, 2018 | 1699 | Apr 9, 2025 | — | — | — |
| -9.85% | Mar 14, 2018 | 11 | Mar 28, 2018 | 6 | Apr 10, 2018 | 17 |
| -9.08% | Feb 5, 2018 | 6 | Feb 12, 2018 | 19 | Mar 13, 2018 | 25 |
| -5.6% | Nov 24, 2017 | 5 | Nov 30, 2017 | 7 | Dec 11, 2017 | 12 |
| -4.52% | Apr 12, 2018 | 5 | Apr 18, 2018 | 5 | Apr 25, 2018 | 10 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Wharf Real Estate Investment Co Ltd 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 Wharf Real Estate Investment Co Ltd, 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 Wharf Real Estate Investment Co Ltd is priced in the market compared to other companies in the Real Estate - Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for 1997.HK, comparing it with other companies in the Real Estate - Services industry. Currently, 1997.HK has a P/E ratio of 66.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for 1997.HK compared to other companies in the Real Estate - Services industry. 1997.HK currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for 1997.HK relative to other companies in the Real Estate - Services industry. Currently, 1997.HK has a P/S ratio of 4.6. 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 1997.HK in comparison with other companies in the Real Estate - Services industry. Currently, 1997.HK has a P/B value of 0.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| 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 | — |