Introduction
On April 15th 2025, amidst the stock market turmoil caused by Trump’s reciprocal tariffs, a curated list of stocks was published that was deemed to be attractively priced at that time.
This article provides a brief review of the performance of these stocks, calculating their total returns (inclusive of dividends paid) from April 15th to August 4th 2025. The cost price for the stocks is based on the closing prices on April 15th, while the closing prices used are those from August 4th, 2025.
In addition to the total returns for the stated period of time, the Compounded Annual Growth Rate or CAGR for each stock is also calculated and the results are summarized in the table below:
Summary of Stock Total Returns with CAGR:
| Stock | Ticker | Currency | Cost price [1] | Dividend | Closing price [2] | Total return | CAGR |
|---|---|---|---|---|---|---|---|
| PetroChina | 857.HK | HK$ | 5.58 | 0.2727 | 7.38 | 37.15% | 105.62% |
| Sino Land | 83.HK | HK$ | 7.63 | 0 | 9.25 | 21.23% | 65.47% |
| Link Reit | 823.HK | HK$ | 34 | 1.3745 | 43.32 | 31.45% | 93.81% |
| Fortune Reit | 778.HK | HK$ | 3.96 | 0 | 5 | 26.26% | 81.51% |
| Prosperity Reit | 808.HK | HK$ | 1.12 | 0 | 1.37 | 22.32% | 69.01% |
| Sunlight Reit | 435.HK | HK$ | 1.8 | 0 | 2.24 | 24.44% | 75.64% |
| HKT-SS | 6823.HK | HK$ | 10.6 | 0.4588 | 12.7 | 24.14% | 74.71% |
| Sun Hung Kai Properties | 16.HK | HK$ | 69.4 | 0 | 93.95 | 35.37% | 101.65% |
| Swire Properties | 1972.HK | HK$ | 15.94 | 0 | 20.66 | 29.61% | 88.96% |
| Henderson Land | 12.HK | HK$ | 20.75 | 1.3 | 27.66 | 39.57% | 115.42% |
| Hysan | 14.HK | HK$ | 12.08 | 0 | 15.72 | 30.13% | 90.63% |
| Hang Lung Group | 10.HK | HK$ | 10.4 | 0.65 | 14.06 | 41.44% | 121.21% |
| Citic Telecom | 1883.HK | HK$ | 2.26 | 0.128 | 2.56 | 18.94% | 58.44% |
| 361 Degrees | 1361.HK | HK$ | 4.24 | 0.1 | 6.42 | 53.77% | 153.48% |
| AIA | 1299.HK | HK$ | 52.7 | 1.3098 | 71.85 | 38.82% | 110.81% |
| Netdragon | 777.HK | HK$ | 9.75 | 0.5 | 10.7 | 14.87% | 46.22% |
| Yadea | 1585.HK | HK$ | 14.6 | 0.45 | 12.23 | -13.15% | -37.85% |
| Chaoju Eyecare | 2219.HK | HK$ | 2.57 | 0.1193 | 3.01 | 21.76% | 67.31% |
| Bosideng | 3998.HK | HK$ | 3.95 | 0 | 4.4 | 11.39% | 36.46% |
| Biem | 2832.SZ | CNY | 17.91 | 0 | 16.55 | -7.59% | -23.04% |
| Best Mart 360 | 2360.HK | HK$ | 1.71 | 0.1 | 2.27 | 38.60% | 113.48% |
Notes:
- Cost Price = Closing Price on April 15th 2025
- Closing Price = Closing Price on August 4th 2025
Discussion and Analysis
Analysis of the above table reveals that the average total return for the selected stocks is 25.74%, with an average CAGR of 76.62%. Notably, stocks like 361 Degrees and Hang Lung Group demonstrated significant growth, while Yadea and Biem experienced declines. It is noted that during the same period, the Hang Seng Index (HSI) rose from 21,466.27 to 24733.45, registering a total return of 15.22%, with a CAGR of 57.47%. The findings suggest that the selected stocks, on average, performed better than the HSI during this tumultuous period.
Conclusion
In conclusion, the review of the Watchlist Stocks’ performance from April 15th to August 4th, 2025, indicates a robust average total return of 25.74% and an impressive average CAGR of 76.62%. Despite the market uncertainty caused by Trump’s tariffs, most of the selected stocks demonstrated positive growth, with a few outliers experiencing declines. This analysis underscores the importance of careful stock selection and the potential for significant returns even in volatile market conditions. Investors may find these insights valuable for future investment decisions, particularly in navigating similar market uncertainties.