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Shareholders in People's Insurance Company (Group) of China (HKG:1339) Are in the Red If They Invested Five Years Ago
Shareholders in People's Insurance Company (Group) of China (HKG:1339) Are in the Red If They Invested Five Years Ago
In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market index fund. But in any portfolio, there will be mixed results between individual stocks. So we wouldn't blame long term The People's Insurance Company (Group) of China Limited (HKG:1339) shareholders for doubting their decision to hold, with the stock down 36% over a half decade.
Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.
View our latest analysis for People's Insurance Company (Group) of China
To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.
While the share price declined over five years, People's Insurance Company (Group) of China actually managed to increase EPS by an average of 7.7% per year. So it doesn't seem like EPS is a great guide to understanding how the market is valuing the stock. Or possibly, the market was previously very optimistic, so the stock has disappointed, despite improving EPS.
Due to the lack of correlation between the EPS growth and the falling share price, it's worth taking a look at other metrics to try to understand the share price movement.
The steady dividend doesn't really explain why the share price is down. It's not immediately clear to us why the stock price is down but further research might provide some answers.
You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values).
SEHK:1339 Earnings and Revenue Growth August 22nd 2022It's probably worth noting that the CEO is paid less than the median at similar sized companies. But while CEO remuneration is always worth checking, the really important question is whether the company can grow earnings going forward. If you are thinking of buying or selling People's Insurance Company (Group) of China stock, you should check out this free report showing analyst profit forecasts.
What About Dividends?
It is important to consider the total shareholder return, as well as the share price return, for any given stock. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of People's Insurance Company (Group) of China, it has a TSR of -19% for the last 5 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments!
A Different Perspective
It's nice to see that People's Insurance Company (Group) of China shareholders have received a total shareholder return of 5.4% over the last year. That's including the dividend. That certainly beats the loss of about 4% per year over the last half decade. We generally put more weight on the long term performance over the short term, but the recent improvement could hint at a (positive) inflection point within the business. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for People's Insurance Company (Group) of China you should know about.
But note: People's Insurance Company (Group) of China may not be the best stock to buy. So take a peek at this free list of interesting companies with past earnings growth (and further growth forecast).
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on HK exchanges.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
為了證明挑選個股的努力是合理的,值得努力超越市場指數基金的回報。但在任何投資組合中,個股之間的結果都會喜憂參半。所以我們不會責怪長期中國人民保險(集團)股份有限公司(HKG:1339)股東對他們持有股票的決定表示懷疑,該股在五年內下跌了36%。
現在讓我們來看看該公司的基本面,看看長期股東回報是否與基礎業務的表現相匹配。
查看我們對中國人民保險公司(集團)的最新分析
本傑明·格雷厄姆(Benjamin Graham)的原話是:短期內,市場是一臺投票機,但從長遠來看,它是一臺稱重機。評估圍繞一家公司的情緒變化的一個有缺陷但合理的方法是將每股收益(EPS)與股價進行比較。
在股價連續五年下跌的情況下,中國人民保險公司(集團)實際上成功地增加每股收益平均每年增長7.7%。因此,每股收益似乎並不能很好地指導人們理解市場對股票的估值。也有可能,此前市場非常樂觀,因此儘管每股收益有所改善,但該股仍令人失望。
由於每股收益增長和股價下跌之間缺乏相關性,因此有必要看看其他指標,試圖瞭解股價走勢。
穩定的股息並不能真正解釋股價下跌的原因。我們目前還不清楚為什麼股價會下跌,但進一步的研究可能會提供一些答案。
您可以在下圖中看到收益和收入隨時間的變化(單擊圖表查看確切的值)。
聯交所:2022年8月22日盈利及收入增長1339可能值得注意的是,首席執行官的薪酬低於類似規模公司的中位數。但是,儘管CEO的薪酬總是值得檢查的,但真正重要的問題是,公司能否在未來實現收益增長。如果你正在考慮買賣中國人民保險公司(集團)的股票,你應該看看這個免費顯示分析師利潤預測的報告。
那股息呢?
重要的是要考慮任何給定股票的總股東回報以及股價回報。TSR是一種回報計算,計入了現金股息的價值(假設收到的任何股息都進行了再投資),以及任何貼現融資和剝離的計算價值。可以説,TSR更全面地描繪了一隻股票產生的回報。以中國人民保險公司(集團)為例,其最近5年的總資產收益率為-19%。這超過了我們之前提到的它的股價回報。這在很大程度上是其股息支付的結果!
不同的視角
很高興看到中國人民保險公司(集團)的股東在過去一年中獲得了5.4%的總股東回報。這還包括股息。這當然超過了過去五年每年約4%的損失。我們通常更看重短期的長期表現,但最近的改善可能暗示着業務內部出現(積極的)拐點。雖然值得考慮市場狀況對股價可能產生的不同影響,但還有其他更重要的因素。例如,考慮一下風險。每家公司都有它們,我們已經發現1中國人民保險公司(集團)警示標誌你應該知道。
但請注意:中國人民保險公司(集團)可能不是最好的買入股票。所以讓我們來看看這個免費過去有盈利增長(以及進一步增長預測)的有趣公司名單。
請注意,本文引用的市場回報反映了目前在香港交易所交易的股票的市場加權平均回報。
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。
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在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
風險及免責聲明
moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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