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BOC Hong Kong Holdings Ltd (2388.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINHK2388011192
SectorFinancial Services
IndustryBanks—Regional

Highlights

Market CapHK$265.91B
PE Ratio8.11
PEG Ratio2.28
Revenue (TTM)HK$59.16B
Gross Profit (TTM)HK$54.59B
Year RangeHK$17.86 - HK$25.20
Target PriceHK$26.29

Share Price Chart


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Compare to other instruments

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BOC Hong Kong Holdings Ltd

Popular comparisons: 2388.HK vs. ^HSI, 2388.HK vs. 0700.HK, 2388.HK vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in BOC Hong Kong Holdings Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


450.00%500.00%550.00%600.00%650.00%700.00%December2024FebruaryMarchAprilMay
715.41%
526.54%
2388.HK (BOC Hong Kong Holdings Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

BOC Hong Kong Holdings Ltd had a return of 18.40% year-to-date (YTD) and 9.53% in the last 12 months. Over the past 10 years, BOC Hong Kong Holdings Ltd had an annualized return of 5.94%, while the S&P 500 had an annualized return of 10.97%, indicating that BOC Hong Kong Holdings Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date18.40%11.29%
1 month10.82%4.87%
6 months16.20%17.88%
1 year9.53%29.16%
5 years (annualized)0.08%13.20%
10 years (annualized)5.94%10.97%

Monthly Returns

The table below presents the monthly returns of 2388.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-11.70%10.31%1.45%15.27%18.40%
20232.82%-2.92%-7.91%1.02%-5.87%3.01%2.86%-8.02%0.79%-3.50%0.97%1.44%-15.14%
202217.42%-6.33%5.69%-3.54%5.24%2.82%-6.40%-4.41%-1.85%-6.69%1.43%7.47%8.38%
2021-1.90%11.21%5.23%0.92%5.37%-6.06%-5.12%-5.60%1.43%5.11%-4.66%8.49%13.26%
2020-4.07%3.08%-19.81%11.19%-9.43%14.12%-8.60%1.85%-5.38%5.39%17.44%-6.34%-6.94%
20193.44%8.97%-0.91%8.00%-11.73%2.16%-2.11%-12.13%2.53%1.50%-1.48%1.69%-2.46%
20180.88%-0.88%-3.54%6.94%-3.43%-4.44%2.84%0.79%-1.40%-21.24%4.10%-4.59%-23.89%
201712.43%-1.60%3.42%0.79%9.84%7.99%2.95%3.64%-3.41%-2.11%6.33%0.25%47.09%
2016-13.50%-1.46%14.60%0.43%2.80%-0.18%9.70%6.68%-1.56%5.73%5.05%-4.64%22.83%
20155.01%0.37%1.10%9.04%5.80%3.08%-3.25%-16.16%-11.24%9.45%-4.62%-0.21%-4.96%
2014-5.03%-0.21%-6.16%2.72%2.86%-1.91%8.91%6.54%-2.99%4.24%6.20%-5.29%8.78%
201311.00%-2.24%-0.96%3.09%-0.47%-7.92%2.10%0.41%4.06%1.61%3.56%-5.15%8.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 2388.HK is 54, 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 2388.HK is 5454
2388.HK (BOC Hong Kong Holdings Ltd)
The Sharpe Ratio Rank of 2388.HK is 5858Sharpe Ratio Rank
The Sortino Ratio Rank of 2388.HK is 5353Sortino Ratio Rank
The Omega Ratio Rank of 2388.HK is 5050Omega Ratio Rank
The Calmar Ratio Rank of 2388.HK is 5454Calmar Ratio Rank
The Martin Ratio Rank of 2388.HK is 5555Martin 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 BOC Hong Kong Holdings Ltd (2388.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


2388.HK
Sharpe ratio
The chart of Sharpe ratio for 2388.HK, currently valued at 0.40, compared to the broader market-2.00-1.000.001.002.003.004.000.40
Sortino ratio
The chart of Sortino ratio for 2388.HK, currently valued at 0.79, compared to the broader market-4.00-2.000.002.004.006.000.79
Omega ratio
The chart of Omega ratio for 2388.HK, currently valued at 1.09, compared to the broader market0.501.001.502.001.09
Calmar ratio
The chart of Calmar ratio for 2388.HK, currently valued at 0.21, compared to the broader market0.002.004.006.000.21
Martin ratio
The chart of Martin ratio for 2388.HK, currently valued at 0.88, compared to the broader market-10.000.0010.0020.0030.000.88
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.44, compared to the broader market-2.00-1.000.001.002.003.004.002.44
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.45, compared to the broader market-4.00-2.000.002.004.006.003.45
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.42, compared to the broader market0.501.001.502.001.42
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.98, compared to the broader market0.002.004.006.001.98
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.39, compared to the broader market-10.000.0010.0020.0030.009.39

Sharpe Ratio

The current BOC Hong Kong Holdings Ltd Sharpe ratio is 0.40. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of BOC Hong Kong Holdings 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 Ratio-2.00-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.40
2.32
2388.HK (BOC Hong Kong Holdings Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

BOC Hong Kong Holdings Ltd granted a 5.73% dividend yield in the last twelve months. The annual payout for that period amounted to HK$1.44 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$1.44HK$1.44HK$1.13HK$1.24HK$1.44HK$1.47HK$1.30HK$1.17HK$1.22HK$1.12HK$1.01HK$1.24

Dividend yield

5.73%6.78%4.25%4.86%6.08%5.43%4.48%2.95%4.41%4.73%3.89%4.98%

Monthly Dividends

The table displays the monthly dividend distributions for BOC Hong Kong Holdings 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$0.00HK$0.00
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.91HK$0.00HK$0.53HK$0.00HK$0.00HK$0.00HK$1.44
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.68HK$0.00HK$0.45HK$0.00HK$0.00HK$0.00HK$1.13
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.80HK$0.00HK$0.00HK$0.00HK$0.45HK$0.00HK$0.00HK$0.00HK$1.24
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.99HK$0.00HK$0.45HK$0.00HK$0.00HK$0.00HK$1.44
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.92HK$0.00HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.47
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.76HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.30
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.63HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.17
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.68HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.22
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.58HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.12
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.47HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.01
2013HK$0.69HK$0.00HK$0.00HK$0.00HK$0.55HK$0.00HK$0.00HK$0.00HK$1.24

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.7%
BOC Hong Kong Holdings Ltd has a dividend yield of 5.73%, 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%46.4%
BOC Hong Kong Holdings Ltd has a payout ratio of 46.43%, which is quite average when compared to the overall market. This suggests that BOC Hong Kong Holdings Ltd strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-19.47%
-0.33%
2388.HK (BOC Hong Kong Holdings Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BOC Hong Kong Holdings 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 BOC Hong Kong Holdings Ltd was 71.85%, occurring on Mar 9, 2009. Recovery took 371 trading sessions.

The current BOC Hong Kong Holdings Ltd drawdown is 19.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.85%Jan 15, 2008282Mar 9, 2009371Sep 2, 2010653
-47.09%Jan 25, 2018531Mar 23, 2020
-46.9%Nov 12, 2010221Oct 4, 2011324Jan 22, 2013545
-41.65%Jun 24, 2015158Feb 12, 2016238Jan 26, 2017396
-25.14%Dec 16, 2003110May 17, 2004145Dec 6, 2004255

Volatility

Volatility Chart

The current BOC Hong Kong Holdings Ltd volatility is 5.35%, 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%December2024FebruaryMarchAprilMay
5.35%
3.36%
2388.HK (BOC Hong Kong Holdings Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of BOC Hong Kong Holdings Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

0.00

Earnings From Continuing Operations

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Net Income

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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
Values in undefined except per share items