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Writer's pictureLester Davids

AGL vs BHG | Tuesday, 22 August 2023

Updated: Aug 23, 2023

Published at 13h37


For an enlarged view, click on the arrows in the top right corner of the image


For traders employing market neutral strategies, here are a few performance and data points to note for BHP Group (BHG) relative to Anglo American Plc (AGL).


AGL vs BHG: 3-Month Performance


AGL vs BHG: 6-Month Performance


AGL vs BHG: 1-Year Performance


The price differential is at the highest since 2016 i.e. BHG at the highest level relative to AGL.

The relative/ratio chart (AGL/BHG) shows the price trading around medium term horizontal support.

At current levels, it may be worth considering a market neutral (pair) trade i.e. Buy AGL, Sell BHG


Current relative ratio: 0.9172

Target: 1.0200

Stop-loss: 0.8460


The above idea is a reversal of my recent idea (buy BHG, sell AGL), published 14 March 2023 which has since advanced by 23% over the 5 months vs a flat Top 40 over the same period. Also over the same 5-month period, the Satrix Resources is down by 13%, which results in the pair generating 36% alpha.


Original chart below:

































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