Wharf Real Estate Investment Co Ltd (1997.HK)
Company Info
| ISIN | KYG9593A1040 |
|---|---|
| Sector | Real Estate |
| Industry | Real Estate Services |
Highlights
| Market Cap | HK$72.41B |
|---|---|
| PE Ratio | 15.19 |
| PEG Ratio | 0.74 |
| Revenue (TTM) | HK$13.31B |
| Gross Profit (TTM) | HK$9.98B |
| EBITDA (TTM) | HK$10.24B |
| Year Range | HK$21.40 - HK$44.28 |
| Target Price | HK$32.29 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of HK$10,000 in Wharf Real Estate Investment Co Ltd, 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
Wharf Real Estate Investment Co Ltd had a return of -5.06% year-to-date (YTD) and -43.25% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -5.06% | 5.57% |
| 1 month | -1.51% | -4.16% |
| 6 months | -8.35% | 20.07% |
| 1 year | -43.25% | 20.82% |
| 5 years (annualized) | -13.42% | 11.56% |
| 10 years (annualized) | N/A | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -13.26% | 14.19% | -2.68% | |||||||||
| 2023 | -9.59% | -9.87% | 7.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 1997.HK is 7, indicating that it is in the bottom 7% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Wharf Real Estate Investment Co Ltd(1997.HK)
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.
Dividends
Dividend History
Wharf Real Estate Investment Co Ltd granted a 5.24% dividend yield in the last twelve months. The annual payout for that period amounted to HK$1.28 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | HK$1.28 | HK$1.28 | HK$1.34 | HK$1.36 | HK$1.71 | HK$2.15 | HK$2.00 |
Dividend yield | 5.24% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | HK$0.00 | HK$0.00 | HK$0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 56.15%, occurring on Jan 22, 2024. The portfolio has not yet recovered.
The current Wharf Real Estate Investment Co Ltd drawdown is 51.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.15% | May 15, 2018 | 1403 | Jan 22, 2024 | — | — | — |
| -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 | 6 | Apr 26, 2018 | 11 |
Volatility
Volatility Chart
The current Wharf Real Estate Investment Co Ltd volatility is 9.09%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |