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Shanghai Fosun Pharmaceutical Group Co Ltd (2196.HK)

Equity · Currency in HKD · Last updated Jun 3, 2023

Company Info

ISINCNE100001M79
SectorHealthcare
IndustryDrug Manufacturers—Specialty & Generic

Highlights

Market CapHK$84.95B
EPSHK$1.61
PE Ratio11.73
PEG Ratio1.00
Revenue (TTM)HK$44.44B
Gross Profit (TTM)HK$20.70B
EBITDA (TTM)HK$5.90B
Year RangeHK$17.36 - HK$34.00
Target PriceHK$32.42

Share Price Chart


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Performance

The chart shows the growth of an initial investment of HK$10,000 in Shanghai Fosun Pharmaceutical Group 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.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%2023FebruaryMarchAprilMayJune
-17.16%
6.19%
2196.HK (Shanghai Fosun Pharmaceutical Group Co Ltd)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with 2196.HK

Return

Shanghai Fosun Pharmaceutical Group Co Ltd had a return of -16.00% year-to-date (YTD) and -33.11% in the last 12 months. Over the past 10 years, Shanghai Fosun Pharmaceutical Group Co Ltd had an annualized return of 5.61%, while the S&P 500 had an annualized return of 10.63%, indicating that Shanghai Fosun Pharmaceutical Group Co Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-6.87%3.19%
Year-To-Date-16.00%9.50%
6 months-13.04%4.00%
1 year-33.11%-2.77%
5 years (annualized)-14.32%8.73%
10 years (annualized)5.61%10.63%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20230.80%-8.93%-2.83%0.22%-4.70%
202230.17%-3.10%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Shanghai Fosun Pharmaceutical Group Co Ltd (2196.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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
2196.HK
Shanghai Fosun Pharmaceutical Group Co Ltd
-0.76
^GSPC
S&P 500
0.21

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Shanghai Fosun Pharmaceutical Group Co Ltd Sharpe ratio is -0.76. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.000.202023FebruaryMarchAprilMayJune
-0.76
0.10
2196.HK (Shanghai Fosun Pharmaceutical Group Co Ltd)
Benchmark (^GSPC)

Dividend History

Shanghai Fosun Pharmaceutical Group Co Ltd granted a 3.14% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.66 per share.


PeriodTTM2022202120202019201820172016201520142013
DividendHK$0.66HK$0.66HK$0.52HK$0.43HK$0.36HK$0.46HK$0.40HK$0.38HK$0.36HK$0.34HK$0.26

Dividend yield

3.14%2.64%1.55%1.21%1.61%2.14%0.86%1.75%1.76%1.38%1.28%

Monthly Dividends

The table displays the monthly dividend distributions for Shanghai Fosun Pharmaceutical Group Co Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.66HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.52HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.43HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.36HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.46HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.40HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.38HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.36HK$0.00HK$0.00HK$0.00HK$0.00
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.34HK$0.00HK$0.00HK$0.00HK$0.00
2013HK$0.26HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%2023FebruaryMarchAprilMayJune
-72.16%
-10.56%
2196.HK (Shanghai Fosun Pharmaceutical Group Co Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Shanghai Fosun Pharmaceutical Group Co Ltd. 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 Shanghai Fosun Pharmaceutical Group Co Ltd is 76.58%, recorded on Oct 11, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.58%Aug 5, 2021292Oct 11, 2022
-62.8%Mar 21, 2018489Mar 16, 2020278May 3, 2021767
-50.19%Jun 1, 2015162Jan 21, 2016338Jun 8, 2017500
-21.94%Jan 15, 201820Feb 9, 201825Mar 20, 201845
-19.74%Mar 12, 201426Apr 16, 2014247Apr 21, 2015273

Volatility Chart

The current Shanghai Fosun Pharmaceutical Group Co Ltd volatility is 8.44%, 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.


5.00%10.00%15.00%20.00%2023FebruaryMarchAprilMayJune
8.44%
3.64%
2196.HK (Shanghai Fosun Pharmaceutical Group Co Ltd)
Benchmark (^GSPC)