PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Haidilao International Holding Ltd (6862.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINKYG4290A1013
SectorConsumer Cyclical
IndustryRestaurants

Highlights

Market CapHK$89.74B
PE Ratio17.69
PEG Ratio1.72
Total Revenue (TTM)HK$18.89B
Gross Profit (TTM)HK$11.20B
Year RangeHK$11.38 - HK$22.83
Target PriceHK$21.97

Share Price Chart


Loading data...

Compare to other instruments

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


Haidilao International Holding Ltd

Performance

Performance Chart

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


-20.00%0.00%20.00%40.00%60.00%80.00%2024FebruaryMarchAprilMayJune
1.81%
84.96%
6862.HK (Haidilao International Holding Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

Haidilao International Holding Ltd had a return of 18.16% year-to-date (YTD) and -1.37% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date18.16%12.69%
1 month-13.66%2.92%
6 months18.82%15.76%
1 year-1.37%23.89%
5 years (annualized)-9.62%13.23%
10 years (annualized)N/A10.77%

Monthly Returns

The table below presents the monthly returns of 6862.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-15.68%16.97%23.15%1.25%-2.91%18.16%
2023-5.13%2.12%-2.07%-10.31%-13.54%5.32%26.74%-2.29%-1.64%-6.86%-20.55%-6.44%-34.65%
2022-4.66%6.79%-14.29%1.95%-0.38%17.31%-14.43%18.77%-17.20%-24.29%63.98%21.94%32.47%
20219.46%-2.60%-16.50%-5.27%-11.22%-8.41%-28.61%8.56%-6.15%-26.72%-21.01%2.21%-70.49%
2020-4.15%6.17%-5.18%11.76%10.96%-12.33%9.02%40.25%11.50%-8.16%-0.68%17.40%91.50%
20196.99%19.55%14.35%20.32%-8.37%18.30%-6.59%19.67%-8.22%13.43%-13.42%-4.86%82.89%
2018-0.11%-7.42%5.34%-1.15%-3.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 6862.HK is 49, 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 6862.HK is 4949
6862.HK (Haidilao International Holding Ltd)
The Sharpe Ratio Rank of 6862.HK is 5151Sharpe Ratio Rank
The Sortino Ratio Rank of 6862.HK is 4949Sortino Ratio Rank
The Omega Ratio Rank of 6862.HK is 4747Omega Ratio Rank
The Calmar Ratio Rank of 6862.HK is 5050Calmar Ratio Rank
The Martin Ratio Rank of 6862.HK is 4949Martin 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 Haidilao International Holding Ltd (6862.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


6862.HK
Sharpe ratio
The chart of Sharpe ratio for 6862.HK, currently valued at 0.10, compared to the broader market-2.00-1.000.001.002.003.000.10
Sortino ratio
The chart of Sortino ratio for 6862.HK, currently valued at 0.52, compared to the broader market-4.00-2.000.002.004.006.000.52
Omega ratio
The chart of Omega ratio for 6862.HK, currently valued at 1.06, compared to the broader market0.501.001.502.001.06
Calmar ratio
The chart of Calmar ratio for 6862.HK, currently valued at 0.06, compared to the broader market0.002.004.006.000.06
Martin ratio
The chart of Martin ratio for 6862.HK, currently valued at 0.18, compared to the broader market0.0010.0020.000.18
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.21, compared to the broader market-2.00-1.000.001.002.003.002.21
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.006.003.13
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 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.30, compared to the broader market0.0010.0020.008.30

Sharpe Ratio

The current Haidilao International Holding Ltd Sharpe ratio is 0.10. 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 Haidilao International 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
0.10
2.18
6862.HK (Haidilao International Holding Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Haidilao International Holding Ltd granted a 5.03% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.82 per share.


PeriodTTM20232022202120202019
DividendHK$0.82HK$0.12HK$0.12HK$0.04HK$0.15HK$0.07

Dividend yield

5.03%0.80%0.52%0.24%0.25%0.24%

Monthly Dividends

The table displays the monthly dividend distributions for Haidilao International 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$0.00HK$0.82HK$0.82
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.12HK$0.12
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.04
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.15HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.15
2019HK$0.07HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.07

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.0%
Haidilao International Holding Ltd has a dividend yield of 5.03%, 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%12.9%
Haidilao International Holding Ltd has a payout ratio of 12.93%, which is below the market average. This means Haidilao International Holding Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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
-78.43%
0
6862.HK (Haidilao International Holding Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Haidilao International 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 Haidilao International Holding Ltd was 87.92%, occurring on Mar 15, 2022. The portfolio has not yet recovered.

The current Haidilao International Holding Ltd drawdown is 78.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.92%Feb 18, 2021265Mar 15, 2022
-27%Nov 5, 201993Mar 19, 202049Jun 2, 2020142
-17.72%Oct 9, 202035Nov 30, 202023Jan 4, 202158
-17.17%Apr 11, 201925May 21, 201927Jun 28, 201952
-15.39%Jun 4, 202018Jun 30, 202029Aug 11, 202047

Volatility

Volatility Chart

The current Haidilao International Holding Ltd volatility is 11.03%, 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%2024FebruaryMarchAprilMayJune
11.03%
2.39%
6862.HK (Haidilao International Holding Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Haidilao International 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