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Weichai Power Co Ltd (2338.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINCNE1000004L9
SectorIndustrials
IndustrySpecialty Industrial Machinery

Highlights

Market CapHK$145.54B
EPS (TTM)HK$1.18
PE Ratio11.58
Total Revenue (TTM)HK$216.90B
Gross Profit (TTM)HK$47.19B
EBITDA (TTM)HK$4.00B
Year RangeHK$8.94 - HK$17.11
Target PriceHK$19.65

Share Price Chart


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Weichai Power Co Ltd

Performance

Performance Chart

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


0.00%10.00%20.00%30.00%2024FebruaryMarchAprilMayJune
10.90%
15.24%
2338.HK (Weichai Power Co Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Weichai Power Co Ltd had a return of 8.86% year-to-date (YTD) and 29.22% in the last 12 months. Over the past 10 years, Weichai Power Co Ltd had an annualized return of 10.76%, which was very close to the S&P 500 benchmark's annualized return of 10.82%.


PeriodReturnBenchmark
Year-To-Date8.86%14.75%
1 month-6.85%2.85%
6 months10.90%15.30%
1 year29.22%25.37%
5 years (annualized)5.01%13.19%
10 years (annualized)10.76%10.82%

Monthly Returns

The table below presents the monthly returns of 2338.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.83%11.59%-3.12%7.91%-11.19%8.86%
202312.79%-1.52%8.25%-8.25%-7.96%7.89%1.75%-11.48%7.17%9.76%22.73%-9.19%29.34%
2022-7.99%-5.98%-6.21%-10.34%9.91%2.13%-8.06%-6.41%-28.30%0.94%37.23%1.55%-29.14%
202146.79%-0.87%-15.42%-6.15%-3.11%-1.15%0.17%15.41%-16.46%-13.60%-0.86%10.10%0.78%
2020-16.06%11.16%-18.64%8.65%-1.03%7.60%16.77%-6.34%0.19%-5.67%8.06%-1.39%-3.26%
201917.32%3.81%15.05%2.23%-7.02%10.74%-5.24%-1.64%-4.49%9.56%8.08%22.87%91.03%
201814.25%-9.82%-0.23%4.09%14.85%2.85%-8.76%-13.06%19.32%-20.10%8.39%6.55%10.38%
201715.58%-1.01%0.44%-8.02%0.16%13.31%10.09%7.04%8.47%13.32%-10.21%-1.72%53.32%
2016-13.75%-4.19%22.57%7.71%-2.99%-12.55%18.86%5.27%7.42%12.69%6.65%-4.48%42.81%
2015-5.81%2.27%-5.08%3.18%-6.16%-10.71%-8.33%-28.35%-12.55%15.16%-3.38%7.25%-45.82%
2014-5.28%-1.01%0.17%-8.01%7.22%3.45%14.15%-7.65%-10.28%6.06%-1.18%11.22%5.68%
2013-6.98%-8.12%-12.08%4.64%6.10%-20.21%13.49%9.34%8.27%2.47%10.47%-8.89%-7.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 2338.HK is 73, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 2338.HK is 7373
2338.HK (Weichai Power Co Ltd)
The Sharpe Ratio Rank of 2338.HK is 7777Sharpe Ratio Rank
The Sortino Ratio Rank of 2338.HK is 7474Sortino Ratio Rank
The Omega Ratio Rank of 2338.HK is 7070Omega Ratio Rank
The Calmar Ratio Rank of 2338.HK is 6565Calmar Ratio Rank
The Martin Ratio Rank of 2338.HK is 7979Martin 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 Weichai Power Co Ltd (2338.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


2338.HK
Sharpe ratio
The chart of Sharpe ratio for 2338.HK, currently valued at 0.90, compared to the broader market-2.00-1.000.001.002.003.000.90
Sortino ratio
The chart of Sortino ratio for 2338.HK, currently valued at 1.53, compared to the broader market-4.00-2.000.002.004.006.001.53
Omega ratio
The chart of Omega ratio for 2338.HK, currently valued at 1.18, compared to the broader market0.501.001.502.001.18
Calmar ratio
The chart of Calmar ratio for 2338.HK, currently valued at 0.33, compared to the broader market0.002.004.006.000.33
Martin ratio
The chart of Martin ratio for 2338.HK, currently valued at 3.68, compared to the broader market0.0010.0020.003.68
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.10, compared to the broader market-4.00-2.000.002.004.006.003.10
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.75, compared to the broader market0.002.004.006.001.75
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.21, compared to the broader market0.0010.0020.008.21

Sharpe Ratio

The current Weichai Power Co Ltd Sharpe ratio is 0.90. 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 Weichai Power Co Ltd 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 Ratio0.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.90
2.17
2338.HK (Weichai Power Co Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Weichai Power Co Ltd granted a 5.34% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.74 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$0.74HK$0.42HK$0.33HK$0.50HK$0.32HK$0.48HK$0.51HK$0.46HK$0.12HK$0.16HK$0.08HK$0.10

Dividend yield

5.34%3.21%3.12%3.29%2.03%2.95%5.73%5.41%1.97%3.63%0.96%1.33%

Monthly Dividends

The table displays the monthly dividend distributions for Weichai Power Co Ltd. 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$0.32HK$0.00HK$0.32
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.17HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.42
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.22HK$0.00HK$0.11HK$0.00HK$0.00HK$0.00HK$0.33
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.28HK$0.00HK$0.22HK$0.00HK$0.00HK$0.00HK$0.50
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.15HK$0.00HK$0.17HK$0.00HK$0.00HK$0.00HK$0.32
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.32HK$0.00HK$0.17HK$0.00HK$0.00HK$0.00HK$0.48
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.31HK$0.00HK$0.21HK$0.00HK$0.00HK$0.00HK$0.51
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.29HK$0.00HK$0.00HK$0.18HK$0.00HK$0.00HK$0.00HK$0.46
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.06HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.12
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.16
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.08
2013HK$0.07HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.3%
Weichai Power Co Ltd has a dividend yield of 5.34%, 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%62.8%
Weichai Power Co Ltd has a payout ratio of 62.76%, 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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%2024FebruaryMarchAprilMayJune
-99.50%
-0.29%
2338.HK (Weichai Power Co Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Weichai Power 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 Weichai Power Co Ltd was 99.92%, occurring on Jan 21, 2016. The portfolio has not yet recovered.

The current Weichai Power Co Ltd drawdown is 99.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.92%Mar 20, 2012948Jan 21, 2016
-80.25%Nov 5, 2007249Nov 6, 2008237Oct 21, 2009486
-60.53%Apr 11, 2005198Jan 23, 2006233Jan 2, 2007431
-47.02%Dec 3, 2010206Oct 4, 2011114Mar 19, 2012320
-33.76%Jan 12, 2010117Jul 5, 201046Sep 7, 2010163

Volatility

Volatility Chart

The current Weichai Power Co Ltd volatility is 8.17%, 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%14.00%2024FebruaryMarchAprilMayJune
8.17%
2.33%
2338.HK (Weichai Power Co Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Weichai Power Co Ltd 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