1997:HK:HK-Wharf Real Estate Investment Co Ltd (HKD)

COMMON STOCK | Real Estate Services |

Last Closing

USD 20.2

Change

+0.32 (+1.61)%

Market Cap

USD 59.69B

Volume

3.33M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Wharf Real Estate Investment Company Limited, an investment holding company, develops, owns, and operates properties and hotels in Hong Kong, Mainland China, and Singapore. It operates through Investment Properties, Development Properties, Hotel, and Investment segments. The company's flagship properties include Harbour City, a commercial space comprising offices, retail shops, serviced apartments, hotels and clubs, and car parking spaces; and Times Square, a retail space that consists of office and car parking spaces. It also owns and operates the Wheelock House and Crawford House commercial properties; The Murray hotel; Plaza Hollywood, a shopping mall with shops, restaurants, and a cinema multiplex; The Star Ferry, which operates two inner harbor ferry services; and Wheelock Place and Scotts Square malls. In addition, the company engages in the leasing and management of retail and office properties, and serviced apartments; property and equity investments; and provision of leasing, finance, treasury, public transport, and management services. Wharf Real Estate Investment Company Limited was founded in 1886 and is headquartered in Kowloon, Hong Kong.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-06-05 )

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ETFs Containing 1997:HK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Real Estate Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.71% 51% F 51% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.71% 48% F 50% F
Trailing 12 Months  
Capital Gain -10.22% 50% F 41% F
Dividend Return 2.84% 18% F 26% F
Total Return -7.38% 49% F 43% F
Trailing 5 Years  
Capital Gain -39.25% 68% D+ 45% F
Dividend Return 18.08% 78% C+ 49% F
Total Return -21.17% 75% C 50% F
Average Annual (5 Year Horizon)  
Capital Gain -10.48% 63% D 35% F
Dividend Return -7.08% 63% D 38% F
Total Return 3.40% 66% D+ 54% F
Risk Return Profile  
Volatility (Standard Deviation) 24.57% 58% F 65% D
Risk Adjusted Return -28.81% 65% D 38% F
Market Capitalization 59.69B 98% N/A 93% A

Annual Financials (HKD)

Quarterly Financials (HKD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.