Yum China Holdings Inc (9987.HK)
Company Info
| ISIN | US98850P1093 |
|---|---|
| Sector | Consumer Cyclical |
| Industry | Restaurants |
Highlights
| Market Cap | HK$187.09B |
|---|---|
| EPS | HK$11.77 |
| PE Ratio | 37.87 |
| PEG Ratio | 1.52 |
| Revenue (TTM) | HK$9.82B |
| Gross Profit (TTM) | HK$1.79B |
| EBITDA (TTM) | HK$1.44B |
| Year Range | HK$298.67 - HK$514.50 |
| Target Price | HK$70.15 |
Share Price Chart
Loading data...
Performance
The chart shows the growth of an initial investment of HK$10,000 in Yum China Holdings Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Yum China Holdings Inc had a return of 0.90% year-to-date (YTD) and 32.27% in the last 12 months. Over the past 10 years, Yum China Holdings Inc had an annualized return of 5.73%, while the S&P 500 had an annualized return of 7.52%, indicating that Yum China Holdings Inc did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -7.45% | -0.59% |
| Year-To-Date | 0.90% | 7.47% |
| 6 months | 9.64% | 4.51% |
| 1 year | 32.27% | -4.20% |
| 5 years (annualized) | 5.73% | 7.52% |
| 10 years (annualized) | 5.73% | 7.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 7.97% | -2.70% | 7.25% | -3.24% | ||||||||
| 2022 | -15.55% | 36.32% | 1.76% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Yum China Holdings Inc (9987.HK) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
9987.HK Yum China Holdings Inc | 0.87 | ||||
^GSPC S&P 500 | 0.27 |
Dividend History
Yum China Holdings Inc granted a 1.08% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.78 per share.
| Period | TTM | 2022 | 2021 | 2020 |
|---|---|---|---|---|
| Dividend | HK$4.78 | HK$3.76 | HK$3.73 | HK$0.93 |
Dividend yield | 1.08% | 0.86% | 0.99% | 0.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Yum China Holdings Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | HK$0.00 | HK$0.00 | HK$1.02 | HK$0.00 | ||||||||
| 2022 | HK$0.00 | HK$0.00 | HK$0.94 | HK$0.00 | HK$0.94 | HK$0.00 | HK$0.00 | HK$0.94 | HK$0.00 | HK$0.00 | HK$0.94 | HK$0.00 |
| 2021 | HK$0.00 | HK$0.00 | HK$0.93 | HK$0.00 | HK$0.93 | HK$0.00 | HK$0.00 | HK$0.93 | HK$0.00 | HK$0.00 | HK$0.94 | HK$0.00 |
| 2020 | HK$0.93 | HK$0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Yum China Holdings Inc. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Yum China Holdings Inc is 45.59%, recorded on Mar 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.59% | Jun 4, 2021 | 192 | Mar 14, 2022 | — | — | — |
| -9.6% | Feb 18, 2021 | 29 | Mar 30, 2021 | 34 | May 21, 2021 | 63 |
| -8.65% | Nov 25, 2020 | 51 | Feb 5, 2021 | 3 | Feb 10, 2021 | 54 |
| -5.14% | Oct 30, 2020 | 3 | Nov 3, 2020 | 2 | Nov 5, 2020 | 5 |
| -4.48% | Sep 21, 2020 | 2 | Sep 22, 2020 | 7 | Oct 5, 2020 | 9 |
Volatility Chart
The current Yum China Holdings Inc volatility is 10.49%, 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.