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Xinyi Energy Holdings Ltd (3868.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINVGG9833A1049
SectorUtilities
IndustryUtilities - Renewable

Highlights

Market CapHK$9.16B
PE Ratio8.54
PEG Ratio0.73
Total Revenue (TTM)HK$1.29B
Gross Profit (TTM)HK$904.58M
Year RangeHK$0.96 - HK$2.57
Target PriceHK$1.40

Share Price Chart


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Xinyi Energy Holdings Ltd

Popular comparisons: 3868.HK vs. 1088.HK

Performance

Performance Chart

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


-20.00%-10.00%0.00%10.00%20.00%2024FebruaryMarchAprilMayJune
-7.43%
15.15%
3868.HK (Xinyi Energy Holdings Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Xinyi Energy Holdings Ltd had a return of -19.08% year-to-date (YTD) and -49.66% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-19.08%13.65%
1 month-4.38%3.82%
6 months-7.43%15.17%
1 year-49.66%24.08%
5 years (annualized)-6.06%13.46%
10 years (annualized)N/A10.86%

Monthly Returns

The table below presents the monthly returns of 3868.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-23.77%-0.00%1.83%-0.90%0.91%-19.08%
202311.19%-12.50%-6.35%-7.13%3.20%17.09%-6.64%-27.16%-2.34%-17.97%-4.38%9.16%-41.85%
2022-8.20%2.04%19.00%-10.71%1.64%-4.80%-1.24%-18.02%-23.90%-17.35%19.50%8.37%-36.49%
2021-9.09%-7.08%-15.25%0.27%0.79%23.96%7.34%-2.82%-4.41%0.66%-12.45%6.48%-16.08%
2020-1.96%16.50%-9.01%3.30%-2.34%18.93%13.88%-0.68%50.18%-1.97%12.03%18.12%174.76%
20190.00%10.82%-2.79%3.31%1.43%-6.07%-4.06%5.70%7.52%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 3868.HK is 11, indicating that it is in the bottom 11% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 3868.HK is 1111
3868.HK (Xinyi Energy Holdings Ltd)
The Sharpe Ratio Rank of 3868.HK is 44Sharpe Ratio Rank
The Sortino Ratio Rank of 3868.HK is 66Sortino Ratio Rank
The Omega Ratio Rank of 3868.HK is 77Omega Ratio Rank
The Calmar Ratio Rank of 3868.HK is 1515Calmar Ratio Rank
The Martin Ratio Rank of 3868.HK is 2323Martin 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 Xinyi Energy Holdings Ltd (3868.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


3868.HK
Sharpe ratio
The chart of Sharpe ratio for 3868.HK, currently valued at -1.02, compared to the broader market-2.00-1.000.001.002.003.00-1.02
Sortino ratio
The chart of Sortino ratio for 3868.HK, currently valued at -1.46, compared to the broader market-4.00-2.000.002.004.006.00-1.46
Omega ratio
The chart of Omega ratio for 3868.HK, currently valued at 0.82, compared to the broader market0.501.001.502.000.82
Calmar ratio
The chart of Calmar ratio for 3868.HK, currently valued at -0.57, compared to the broader market0.002.004.006.00-0.57
Martin ratio
The chart of Martin ratio for 3868.HK, currently valued at -1.01, compared to the broader market0.0010.0020.0030.00-1.01
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.12, compared to the broader market-4.00-2.000.002.004.006.003.12
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 1.76, compared to the broader market0.002.004.006.001.76
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.26, compared to the broader market0.0010.0020.0030.008.26

Sharpe Ratio

The current Xinyi Energy Holdings Ltd Sharpe ratio is -1.02. 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 Xinyi Energy 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-1.000.001.002.003.002024FebruaryMarchAprilMayJune
-1.02
2.18
3868.HK (Xinyi Energy Holdings Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Xinyi Energy Holdings Ltd granted a 5.31% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.06 per share.


PeriodTTM20232022202120202019
DividendHK$0.06HK$0.11HK$0.18HK$0.16HK$0.14HK$0.05

Dividend yield

5.31%7.55%6.83%3.72%2.75%2.45%

Monthly Dividends

The table displays the monthly dividend distributions for Xinyi Energy 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$0.03HK$0.03
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.07HK$0.00HK$0.03HK$0.00HK$0.00HK$0.00HK$0.00HK$0.11
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10HK$0.00HK$0.08HK$0.00HK$0.00HK$0.00HK$0.00HK$0.18
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.08HK$0.00HK$0.07HK$0.00HK$0.00HK$0.00HK$0.00HK$0.16
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.08HK$0.00HK$0.00HK$0.06HK$0.00HK$0.00HK$0.00HK$0.00HK$0.14
2019HK$0.05HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.3%
Xinyi Energy Holdings Ltd has a dividend yield of 5.31%, 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%86.0%
Xinyi Energy Holdings Ltd has a payout ratio of 85.99%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%2024FebruaryMarchAprilMayJune
-77.90%
0
3868.HK (Xinyi Energy Holdings Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Xinyi Energy 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 Xinyi Energy Holdings Ltd was 80.71%, occurring on Feb 15, 2024. The portfolio has not yet recovered.

The current Xinyi Energy Holdings Ltd drawdown is 77.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.71%Jan 11, 2021763Feb 15, 2024
-24.95%Oct 9, 202011Oct 27, 202041Dec 23, 202052
-19.05%Jun 24, 2019127Dec 20, 201939Feb 20, 2020166
-19.03%Mar 9, 20206Mar 16, 202068Jun 24, 202074
-9.37%Sep 4, 20203Sep 8, 20204Sep 14, 20207

Volatility

Volatility Chart

The current Xinyi Energy Holdings Ltd volatility is 11.37%, 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
11.37%
2.48%
3868.HK (Xinyi Energy Holdings Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Xinyi Energy Holdings 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