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Midea Real Estate Holding Ltd (3990.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINKYG609201085
SectorReal Estate
IndustryReal Estate - Services

Highlights

Market CapHK$6.11B
PE Ratio5.84
Total Revenue (TTM)HK$36.33B
Gross Profit (TTM)HK$4.79B
Year RangeHK$3.26 - HK$7.92
Target PriceHK$6.42

Share Price Chart


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Midea Real Estate Holding Ltd

Performance

Performance Chart

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


-30.00%-20.00%-10.00%0.00%10.00%20.00%2024FebruaryMarchAprilMayJune
-16.69%
15.17%
3990.HK (Midea Real Estate Holding Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Midea Real Estate Holding Ltd had a return of -16.08% year-to-date (YTD) and -37.23% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-16.08%13.92%
1 month-2.67%3.57%
6 months-16.70%15.13%
1 year-37.23%24.27%
5 years (annualized)-19.45%13.51%
10 years (annualized)N/A10.88%

Monthly Returns

The table below presents the monthly returns of 3990.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-22.16%4.79%-9.13%10.05%8.07%-16.08%
2023-1.16%-18.49%-1.03%-2.61%-19.08%3.22%14.89%-9.14%-16.85%-12.58%10.09%-8.83%-50.59%
2022-5.45%-0.17%37.59%-4.32%-7.35%2.09%-26.50%-9.76%-12.25%-25.75%101.82%8.86%11.60%
2021-5.89%6.26%-5.08%7.79%3.95%-1.98%-20.19%17.68%-13.21%0.15%0.60%-10.22%-23.15%
2020-8.37%1.83%-13.36%2.28%-8.20%13.23%4.54%-0.30%-7.19%-4.80%3.78%-4.42%-21.49%
20190.87%0.87%25.61%1.47%-1.86%4.49%6.75%-10.73%-0.21%2.73%-0.72%23.20%58.92%
20181.76%-6.56%5.96%0.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 3990.HK is 15, indicating that it is in the bottom 15% 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 3990.HK is 1515
3990.HK (Midea Real Estate Holding Ltd)
The Sharpe Ratio Rank of 3990.HK is 1212Sharpe Ratio Rank
The Sortino Ratio Rank of 3990.HK is 1313Sortino Ratio Rank
The Omega Ratio Rank of 3990.HK is 1616Omega Ratio Rank
The Calmar Ratio Rank of 3990.HK is 1818Calmar Ratio Rank
The Martin Ratio Rank of 3990.HK is 1818Martin 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 Midea Real Estate Holding Ltd (3990.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


3990.HK
Sharpe ratio
The chart of Sharpe ratio for 3990.HK, currently valued at -0.73, compared to the broader market-2.00-1.000.001.002.003.00-0.73
Sortino ratio
The chart of Sortino ratio for 3990.HK, currently valued at -1.01, compared to the broader market-4.00-2.000.002.004.006.00-1.01
Omega ratio
The chart of Omega ratio for 3990.HK, currently valued at 0.89, compared to the broader market0.501.001.502.000.89
Calmar ratio
The chart of Calmar ratio for 3990.HK, currently valued at -0.50, compared to the broader market0.002.004.006.00-0.50
Martin ratio
The chart of Martin ratio for 3990.HK, currently valued at -1.15, compared to the broader market-10.000.0010.0020.00-1.15
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-2.00-1.000.001.002.003.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.06, compared to the broader market-4.00-2.000.002.004.006.003.06
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.72, compared to the broader market0.002.004.006.001.72
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.07, compared to the broader market-10.000.0010.0020.008.07

Sharpe Ratio

The current Midea Real Estate Holding Ltd Sharpe ratio is -0.73. 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 Midea Real Estate Holding 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
-0.73
2.13
3990.HK (Midea Real Estate Holding Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Midea Real Estate Holding Ltd granted a 8.63% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.36 per share.


PeriodTTM20232022202120202019
DividendHK$0.36HK$0.80HK$1.60HK$1.60HK$1.60HK$1.23

Dividend yield

8.63%14.90%13.29%13.20%9.24%5.13%

Monthly Dividends

The table displays the monthly dividend distributions for Midea Real Estate Holding 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$0.36HK$0.00HK$0.36
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.80HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.80
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$1.60HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.60
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.60HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.60
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.60HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.60
2019HK$1.23HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.23

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
-73.25%
0
3990.HK (Midea Real Estate Holding Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Midea Real Estate Holding 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 Midea Real Estate Holding Ltd was 78.93%, occurring on Apr 5, 2024. The portfolio has not yet recovered.

The current Midea Real Estate Holding Ltd drawdown is 73.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.93%Jan 8, 20201044Apr 5, 2024
-17.74%Apr 11, 201924May 20, 201942Jul 19, 201966
-16.91%Nov 5, 201810Nov 16, 201879Mar 15, 201989
-14.43%Jul 22, 201919Aug 15, 201986Dec 17, 2019105
-4.12%Mar 22, 20193Mar 26, 20191Mar 27, 20194

Volatility

Volatility Chart

The current Midea Real Estate Holding Ltd volatility is 19.87%, 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%25.00%2024FebruaryMarchAprilMayJune
19.87%
2.46%
3990.HK (Midea Real Estate Holding Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Midea Real Estate Holding 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