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China Taiping Insurance Holdings Co Ltd (0966.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINHK0000055878
SectorFinancial Services
IndustryInsurance—Life

Highlights

Market CapHK$31.20B
PE Ratio5.83
Revenue (TTM)HK$112.36B
Gross Profit (TTM)HK$36.78B
EBITDA (TTM)HK$18.94B
Year RangeHK$5.62 - HK$9.41
Target PriceHK$10.01

Share Price Chart


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China Taiping Insurance Holdings Co Ltd

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in China Taiping Insurance Holdings Co Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%300.00%400.00%500.00%600.00%December2024FebruaryMarchAprilMay
616.01%
265.53%
0966.HK (China Taiping Insurance Holdings Co Ltd)
Benchmark (^GSPC)

S&P 500

Returns By Period

China Taiping Insurance Holdings Co Ltd had a return of 32.59% year-to-date (YTD) and 9.15% in the last 12 months. Over the past 10 years, China Taiping Insurance Holdings Co Ltd had an annualized return of -2.19%, while the S&P 500 had an annualized return of 10.70%, indicating that China Taiping Insurance Holdings Co Ltd did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date32.59%11.24%
1 month23.24%4.04%
6 months25.32%16.49%
1 year9.15%26.17%
5 years (annualized)-12.84%13.76%
10 years (annualized)-2.19%10.70%

Monthly Returns

The table below presents the monthly returns of 0966.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.57%5.40%0.29%5.11%32.59%
202311.32%-14.32%-10.03%7.67%-9.13%-0.25%9.99%-4.62%-5.57%-7.44%-1.94%-5.08%-28.52%
20222.62%-15.94%3.90%-5.53%-0.44%7.32%-10.12%-2.78%-17.79%-17.70%45.59%22.73%-4.44%
2021-1.72%21.69%-5.26%-8.84%-0.97%-9.65%-12.64%4.03%4.23%0.51%-8.74%-1.47%-20.89%
2020-15.22%-2.81%-20.23%2.83%-11.94%8.00%12.71%-10.33%-4.38%-1.02%17.50%2.04%-26.28%
2019-0.00%13.02%-3.70%1.71%-15.34%3.72%5.28%-19.36%-0.91%1.14%2.26%6.74%-9.72%
201815.36%-10.65%-14.07%2.50%5.83%-12.42%9.37%-7.26%10.24%-4.55%-1.14%-16.99%-26.31%
20177.00%6.19%3.52%3.08%6.96%-4.19%18.81%1.06%-12.00%22.97%14.79%-0.68%84.05%
2016-32.67%-7.18%13.60%-6.69%-5.41%-3.99%5.26%2.37%-1.67%-2.09%18.56%-9.91%-33.33%
20158.11%12.50%-2.04%9.45%9.15%-11.87%-16.88%-5.40%9.82%1.87%-4.69%2.78%8.11%
2014-14.27%-4.42%6.93%-11.38%9.92%2.66%22.33%11.07%-10.71%4.03%20.19%11.00%47.55%
20134.33%-5.49%-14.34%-0.30%4.39%-13.04%-10.17%-1.48%4.33%9.21%23.31%6.17%0.89%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 0966.HK is 43, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 0966.HK is 4343
0966.HK (China Taiping Insurance Holdings Co Ltd)
The Sharpe Ratio Rank of 0966.HK is 4646Sharpe Ratio Rank
The Sortino Ratio Rank of 0966.HK is 4242Sortino Ratio Rank
The Omega Ratio Rank of 0966.HK is 4040Omega Ratio Rank
The Calmar Ratio Rank of 0966.HK is 4545Calmar Ratio Rank
The Martin Ratio Rank of 0966.HK is 4545Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for China Taiping Insurance Holdings Co Ltd (0966.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0966.HK
Sharpe ratio
The chart of Sharpe ratio for 0966.HK, currently valued at 0.07, compared to the broader market-2.00-1.000.001.002.003.004.000.07
Sortino ratio
The chart of Sortino ratio for 0966.HK, currently valued at 0.39, compared to the broader market-4.00-2.000.002.004.006.000.39
Omega ratio
The chart of Omega ratio for 0966.HK, currently valued at 1.04, compared to the broader market0.501.001.502.001.04
Calmar ratio
The chart of Calmar ratio for 0966.HK, currently valued at 0.03, compared to the broader market0.002.004.006.000.03
Martin ratio
The chart of Martin ratio for 0966.HK, currently valued at 0.12, compared to the broader market-10.000.0010.0020.0030.000.12
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.43, compared to the broader market-2.00-1.000.001.002.003.004.002.43
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.44, compared to the broader market-4.00-2.000.002.004.006.003.44
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.001.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.96, compared to the broader market0.002.004.006.001.96
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.23, compared to the broader market-10.000.0010.0020.0030.009.23

Sharpe Ratio

The current China Taiping Insurance Holdings Co Ltd Sharpe ratio is 0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of China Taiping Insurance Holdings Co Ltd with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
0.07
2.41
0966.HK (China Taiping Insurance Holdings Co Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

China Taiping Insurance Holdings Co Ltd granted a 2.92% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.26 per share.


PeriodTTM2023202220212020201920182017
DividendHK$0.26HK$0.26HK$0.46HK$0.40HK$0.30HK$0.10HK$0.10HK$0.10

Dividend yield

2.92%3.87%4.73%3.74%2.15%0.52%0.47%0.34%

Monthly Dividends

The table displays the monthly dividend distributions for China Taiping Insurance Holdings Co Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.26HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.26
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.46HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.46
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.40HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.40
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.30HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.30
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10
2017HK$0.10HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.9%
China Taiping Insurance Holdings Co Ltd has a dividend yield of 2.92%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%17.4%
China Taiping Insurance Holdings Co Ltd has a payout ratio of 17.39%, which is below the market average. This means China Taiping Insurance Holdings Co Ltd returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-70.92%
-0.20%
0966.HK (China Taiping Insurance Holdings Co Ltd)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the China Taiping Insurance Holdings Co Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the China Taiping Insurance Holdings Co Ltd was 82.83%, occurring on Oct 31, 2022. The portfolio has not yet recovered.

The current China Taiping Insurance Holdings Co Ltd drawdown is 70.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-82.83%Jan 24, 20181175Oct 31, 2022
-68.25%Oct 22, 2007277Dec 4, 2008203Oct 23, 2009480
-65.97%Nov 27, 2009674Aug 16, 2012646Apr 9, 20151320
-59.15%Apr 20, 2015285Jun 16, 2016357Nov 24, 2017642
-52.73%Nov 3, 2003428Jul 26, 2005194May 11, 2006622

Volatility

Volatility Chart

The current China Taiping Insurance Holdings Co Ltd volatility is 13.12%, 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.


5.00%10.00%15.00%December2024FebruaryMarchAprilMay
13.12%
3.01%
0966.HK (China Taiping Insurance Holdings Co Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of China Taiping Insurance Holdings Co Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items