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

Company Info

ISIN

VGG9833A1049

Sector

Utilities

Highlights

Market Cap

HK$6.87B

PE Ratio

8.20

PEG Ratio

1.45

Total Revenue (TTM)

HK$2.45B

Gross Profit (TTM)

HK$1.59B

EBITDA (TTM)

HK$2.24B

Year Range

HK$0.66 - HK$1.39

Target Price

HK$1.07

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
3868.HK vs. 1088.HK
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.


-40.00%-30.00%-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-26.51%
12.36%
3868.HK (Xinyi Energy Holdings Ltd)
Benchmark (^GSPC)

Returns By Period

Xinyi Energy Holdings Ltd had a return of -38.95% year-to-date (YTD) and -31.80% in the last 12 months.


3868.HK

YTD

-38.95%

1M

-1.19%

6M

-26.50%

1Y

-31.80%

5Y (annualized)

-11.66%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

26.90%

1M

0.96%

6M

12.91%

1Y

31.46%

5Y (annualized)

14.06%

10Y (annualized)

11.73%

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
2024-23.78%0.00%1.83%-0.90%0.91%-6.82%-11.88%-12.29%26.32%-8.33%-9.09%-38.95%
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%-10.72%1.65%-4.81%-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%-2.35%18.94%13.87%-0.68%50.19%-1.97%12.03%18.12%174.75%
20190.00%10.83%-2.79%3.31%1.42%-6.07%-4.06%5.70%7.52%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 3868.HK is 13, indicating that it is in the bottom 13% 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 1313
Overall Rank
The Sharpe Ratio Rank of 3868.HK is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of 3868.HK is 99
Sortino Ratio Rank
The Omega Ratio Rank of 3868.HK is 1111
Omega Ratio Rank
The Calmar Ratio Rank of 3868.HK is 2020
Calmar Ratio Rank
The Martin Ratio Rank of 3868.HK is 1414
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for 3868.HK, currently valued at -0.76, compared to the broader market-4.00-2.000.002.004.00-0.762.62
The chart of Sortino ratio for 3868.HK, currently valued at -1.00, compared to the broader market-4.00-2.000.002.004.00-1.003.48
The chart of Omega ratio for 3868.HK, currently valued at 0.88, compared to the broader market0.501.001.502.000.881.48
The chart of Calmar ratio for 3868.HK, currently valued at -0.41, compared to the broader market0.002.004.006.00-0.413.77
The chart of Martin ratio for 3868.HK, currently valued at -1.17, compared to the broader market-10.000.0010.0020.0030.00-1.1716.74
3868.HK
^GSPC

The current Xinyi Energy Holdings Ltd Sharpe ratio is -0.76. 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-2.00-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.76
2.55
3868.HK (Xinyi Energy Holdings Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Xinyi Energy Holdings Ltd provided a 5.90% dividend yield over the last twelve months, with an annual payout of HK$0.05 per share.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%HK$0.00HK$0.05HK$0.10HK$0.1520192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
DividendHK$0.05HK$0.11HK$0.18HK$0.16HK$0.14HK$0.05

Dividend yield

5.90%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$0.00HK$0.02HK$0.00HK$0.00HK$0.00HK$0.00HK$0.05
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%5.9%
Xinyi Energy Holdings Ltd has a dividend yield of 5.90%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%60.9%
Xinyi Energy Holdings Ltd has a payout ratio of 60.85%, which is quite average when compared to the overall market. This suggests that Xinyi Energy 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-83.32%
-0.68%
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 86.54%, occurring on Sep 11, 2024. The portfolio has not yet recovered.

The current Xinyi Energy Holdings Ltd drawdown is 83.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.54%Jan 11, 2021903Sep 11, 2024
-24.95%Oct 9, 202017Nov 4, 202035Dec 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 7.07%, 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.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember
7.07%
2.23%
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

Valuation

The Valuation section provides an assessment of the market value of Xinyi Energy Holdings Ltd compared to its peers in the Utilities - Renewable industry.


PE Ratio
100.0200.0300.08.2
The chart displays the price to earnings (P/E) ratio for 3868.HK in comparison to other companies of the Utilities - Renewable industry. Currently, 3868.HK has a PE value of 8.2. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
5.010.015.01.5
The chart displays the price to earnings to growth (PEG) ratio for 3868.HK in comparison to other companies of the Utilities - Renewable industry. Currently, 3868.HK has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Xinyi Energy Holdings Ltd.


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Income Statement



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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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