1088.HK vs. 0857.HK
Compare and contrast key facts about China Shenhua Energy Co Ltd H (1088.HK) and PetroChina Co Ltd Class H (0857.HK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 1088.HK or 0857.HK.
Key characteristics
| 1088.HK | 0857.HK | |
|---|---|---|
| YTD Return | 32.90% | 46.12% |
| 1Y Return | 44.56% | 51.04% |
| 3Y Return (Ann) | 45.91% | 47.81% |
| 5Y Return (Ann) | 30.33% | 19.76% |
| 10Y Return (Ann) | 15.26% | 2.98% |
| Sharpe Ratio | 1.97 | 1.85 |
| Daily Std Dev | 24.91% | 29.45% |
| Max Drawdown | -85.12% | -83.74% |
| Current Drawdown | -2.60% | -22.20% |
Fundamentals
| 1088.HK | 0857.HK | |
|---|---|---|
| Market Cap | HK$854.47B | HK$1.90T |
| EPS | HK$3.16 | HK$0.89 |
| PE Ratio | 11.77 | 7.90 |
| PEG Ratio | 10.55 | 0.17 |
| Revenue (TTM) | HK$343.68B | HK$3.09T |
| Gross Profit (TTM) | HK$137.39B | HK$1.03T |
| EBITDA (TTM) | HK$110.26B | HK$496.90B |
Correlation
The correlation between 1088.HK and 0857.HK is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
1088.HK vs. 0857.HK - Performance Comparison
In the year-to-date period, 1088.HK achieves a 32.90% return, which is significantly lower than 0857.HK's 46.12% return. Over the past 10 years, 1088.HK has outperformed 0857.HK with an annualized return of 15.26%, while 0857.HK has yielded a comparatively lower 2.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
1088.HK vs. 0857.HK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for China Shenhua Energy Co Ltd H (1088.HK) and PetroChina Co Ltd Class H (0857.HK). 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.
Dividends
1088.HK vs. 0857.HK - Dividend Comparison
1088.HK's dividend yield for the trailing twelve months is around 8.18%, more than 0857.HK's 6.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1088.HK China Shenhua Energy Co Ltd H | 8.18% | 10.87% | 13.86% | 11.88% | 9.44% | 6.33% | 6.57% | 14.20% | 2.59% | 7.70% | 4.99% | 4.94% |
0857.HK PetroChina Co Ltd Class H | 6.26% | 9.14% | 9.71% | 7.57% | 9.66% | 3.81% | 2.19% | 1.05% | 0.94% | 3.89% | 4.75% | 4.31% |
Drawdowns
1088.HK vs. 0857.HK - Drawdown Comparison
The maximum 1088.HK drawdown since its inception was -85.12%, roughly equal to the maximum 0857.HK drawdown of -83.74%. Use the drawdown chart below to compare losses from any high point for 1088.HK and 0857.HK. For additional features, visit the drawdowns tool.
Volatility
1088.HK vs. 0857.HK - Volatility Comparison
The current volatility for China Shenhua Energy Co Ltd H (1088.HK) is 8.24%, while PetroChina Co Ltd Class H (0857.HK) has a volatility of 9.15%. This indicates that 1088.HK experiences smaller price fluctuations and is considered to be less risky than 0857.HK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
1088.HK vs. 0857.HK - Financials Comparison
This section allows you to compare key financial metrics between China Shenhua Energy Co Ltd H and PetroChina Co Ltd Class H. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities