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Assessment - Insurances - 2/26/24 - RS = 13

historical assessment - show freshest

		⇓instrument	freshest		⇓ Δday	2/26/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ13	Curr	∅-RS
		SOM Insurances	338.022	Fri	0.32	332.110		310.251	21.859	7.05	USD	10.11
	L	Quálitas	220.610	Fri	3.36	195.180		151.820	43.360	28.56	MXN	45.44
	L	MS&AD Insurance	2,775.000	Fri	0.47	2,390.000		1,830.670	559.330	30.55	JPY	39.41
		Sompo	3,063.000	Fri	0.43	2,900.000		2,256.000	644.000	28.55	JPY	36.93
		Samsung Life	88,800.000	Fri	2.78	92,200.000		69,700.000	22,500.000	32.28	KRW	34.81
		Molina Healthcare	342.230	Fri	-2.86	401.700		366.300	35.400	9.66	USD	26.07
		Manulife Financial	32.070	Fri	0.41	32.740		26.280	6.460	24.58	CAD	24.91
		Travelers Companies	213.450	Fri	-0.25	220.080		178.610	41.470	23.22	USD	24.65
		Samsung F&M Ins	311,500.000	Fri	4.01	300,000.000		265,000.000	35,000.000	13.21	KRW	23.85
		Talanx	71.300	Fri	2.22	66.800		65.850	0.950	1.44	EUR	21.06
		SBI Life	1,415.250	Fri	-2.02	1,549.150		1,404.750	144.400	10.28	INR	20.97
		AIG	74.485	Fri	-0.19	71.320		65.250	6.070	9.30	USD	20.24
		Dai-ichi Life	3,611.000	Fri	3.82	3,361.000		3,190.000	171.000	5.36	JPY	19.06
		Berkshire Hathaway	401.890	Fri	-0.75	409.140		361.340	47.800	13.23	USD	18.89
		Münchener Rück	413.500	Fri	1.30	421.500		390.100	31.400	8.05	EUR	18.84
		Hannover Rück	230.400	Fri	1.19	235.900		219.200	16.700	7.62	EUR	17.86
	L	Generali	22.800	Fri	0.18	22.140		19.040	3.100	16.28	EUR	16.84
	L	Beazley	638.000	Fri	-3.11	649.000		562.500	86.500	15.38	GBP	16.15
	L	Aegon	5.820	Fri	1.57	5.380		4.937	0.443	8.97	EUR	14.96
	L	Axa	33.850	Fri	0.15	32.375		28.360	4.015	14.16	EUR	14.55
		Swiss Re	99.500	Fri		105.850		103.050	2.800	2.72	CHF	13.52
		Swiss Life	617.800	Fri	0.91	639.800		563.000	76.800	13.64	CHF	13.40
		Insurance Australia	6.360	Fri	-2.60	6.200		5.940	0.260	4.38	AUD	12.96
	L	MetLife	70.420	Fri	-2.06	68.570		63.220	5.350	8.46	USD	11.98
	L	QBE Insurance	17.710	Fri	-0.45	16.950		15.640	1.310	8.38	AUD	11.82
		⇓instrument	freshest		⇓ Δday	2/26/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ13	Curr	∅-RS
	L	Aviva	463.800	Fri	1.16	454.000		428.200	25.800	6.03	GBP	11.10
		Sun Life Financial	70.670	Fri	0.76	74.000		69.650	4.350	6.25	CAD	10.59
		Admiral Group	2,699.000	Fri	0.26	2,580.000		2,709.000	-129.000	-4.76	GBP	10.40
	L	Allianz	265.500	Fri	1.07	245.650		230.500	15.150	6.57	EUR	10.09
		Storebrand	106.400	Fri	0.38	94.820		93.000	1.820	1.96	NOK	9.85
		Lowe´s	229.870	Fri	-0.04	231.320		199.820	31.500	15.76	USD	9.69
	L	NN	43.150	Fri	-0.19	37.440		31.920	5.520	17.29	EUR	9.04
		Zurich Insurance	439.900	Fri	-0.61	465.300		435.800	29.500	6.77	CHF	8.56
		Scor	30.400	Fri	0.46	28.300		28.870	-0.570	-1.97	EUR	8.40
	L	Glanbia	17.860	Fri	0.96	15.570		15.340	0.230	1.50	EUR	7.85
	L	ASR	46.350	Fri	0.06	42.820		37.090	5.730	15.45	EUR	7.19
	L	Vienna Insurance	29.150	Fri	-0.34	26.900		26.050	0.850	3.26	EUR	6.00
	L	Hiscox	1,209.000	Fri	0.50	1,110.000		1,037.000	73.000	7.04	GBP	4.80
	S	UnitedHealth	495.350	Fri	0.30	525.320		543.590	-18.270	-3.36	USD	4.31
	L	Uniqa	8.280	Fri	0.12	7.990		7.670	0.320	4.17	EUR	4.19
		Medibank Private	3.560	Fri	-1.93	3.660		3.490	0.170	4.87	AUD	4.16
	L	Legal & General	234.400	Fri	0.69	241.300		228.100	13.200	5.79	GBP	3.79
	L	Mapfre	2.284	Fri	0.18	1.970		2.098	-0.128	-6.10	EUR	2.39
	L	Ageas	43.420	Fri	-0.09	39.590		40.050	-0.460	-1.15	EUR	1.91
	L	FBD	13.700	Fri	-3.18	12.550		11.050	1.500	13.57	EUR	1.05
	L	Sampo	38.040	Fri	0.61	41.280		39.505	1.775	4.49	EUR	1.03
		Tryg	138.100	Fri	1.17	145.500		147.750	-2.250	-1.52	DKK	0.99
	S	HDFC Life	587.850	Fri	-1.15	576.350		668.000	-91.650	-13.72	INR	-3.28
	L	China Pacific Ins	25.370	Fri	0.67	26.090		24.680	1.410	5.71	CNY	-3.39
		Phoenix	485.000	Fri	0.66	500.800		473.400	27.400	5.79	GBP	-4.59
		⇓instrument	freshest		⇓ Δday	2/26/24	⇓ Δwk	11/27/23	prc diff	⇓ Δ13	Curr	∅-RS
		Ping An Ins	41.530	Fri	1.14	42.950		41.850	1.100	2.63	CNY	-6.14
	L	China Life	29.550	Fri	1.69	30.400		30.730	-0.330	-1.07	CNY	-9.42
	S	AIA	54.000	Fri	4.75	63.800		70.400	-6.600	-9.38	HKD	-11.72
	S	DFV	5.650	Fri	-1.74	6.360		6.680	-0.320	-4.79	EUR	-12.98
	L	China Life Ins HK	10.300	Fri	1.78	9.990		10.920	-0.930	-8.52	HKD	-14.66
	S	Prudential	723.800	Fri	1.37	814.600		908.800	-94.200	-10.37	GBP	-16.42
	L	Ping An	35.800	Fri	1.56	36.600		38.150	-1.550	-4.06	HKD	-16.48
		Mandatum	4.400	Fri	1.15	3.957		3.805	0.153	4.01	EUR	-na-
Insurances - 57 out of 57 instruments rated - 2/26/24 / 11/27/23 - 44 did rise, Market-Ratio(13) = 77.19 %

Technical Chart

	Insurances RS = 13 - B/S = 49/16

1/06/20	scale up chart	4/22/24

Transactions Insurances * A13 - 49/16 (1)

														⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		8/07/06	217		- cash -
short	8/07/06	8/21/06	14		Glanbia	100	4,694	EUR	2.130	2.267	1.993	-0.137	-6	9,357	-82
long	8/21/06	1/07/08	504		China Life Ins HK	100	701	HKD	13.330	37.600		24.270	182	26,370	112
short	1/07/08	4/21/08	105		Storebrand	100	556	NOK	47.400	42.950	52.311	4.911	10	29,101	41
long	4/21/08	6/30/08	70		Glanbia	100	5,855	EUR	4.970	4.820		-0.150	-3	28,223	-15
short	6/30/08	1/26/09	210		AIG	100	53	USD	529.200	25.200	11,113.200	10,584.000	2,000	589,175	19,767
long	1/26/09	6/14/10	504		Admiral Group	100	64,390	GBP	9.150	13.750		4.600	50	885,369	34
short	6/14/10	8/23/10	70		UnipolSai	100	74,809	EUR	11.835	10.585	13.233	1.398	12	989,922	79
long	8/23/10	6/20/11	301		Admiral Group	100	67,022	GBP	14.770	16.750		1.980	13	1,122,625	16
short	6/20/11	11/07/11	140		UnipolSai	100	173,646	EUR	6.465	3.629	11.517	5.052	78	1,999,937	351
long	11/07/11	8/24/15	1386		Glanbia	100	437,144	EUR	4.575	17.150		12.575	275	7,497,023	42
short	8/24/15	11/23/15	91		FBD	100	1,387,823	EUR	5.402	6.706	4.098	-1.304	-24	5,687,301	-67
long	11/23/15	1/25/16	63		NN	100	174,725	EUR	32.550	31.080		-1.470	-5	5,430,456	-23
short	1/25/16	4/18/16	84		Delta Lloyd	100	1,083,706	EUR	5.011	4.530	5.543	0.532	11	6,007,096	55
long	4/18/16	6/27/16	70		Medibank Private	100	1,963,103	AUD	3.060	2.940		-0.120	-4	5,771,523	-19
short	6/27/16	8/08/16	42		Delta Lloyd	100	1,827,009	EUR	3.159	3.293	3.025	-0.134	-4	5,526,704	-31
long	8/08/16	12/17/18	861		Admiral Group	100	248,950	GBP	22.200	19.595		-2.605	-12	4,878,189	-5
short	12/17/18	1/28/19	42		AMP	100	2,067,029	AUD	2.360	2.340	2.380	0.020	1	4,919,943	8
long	1/28/19	3/02/20	399		Molina Healthcare	100	36,141	USD	136.130	127.320		-8.810	-6	4,601,541	-6
short	3/02/20	6/08/20	98		Hanwha Life	100	2,858,100	KRW	1.610	1.670	1.550	-0.060	-4	4,430,055	-13
long	6/08/20	5/09/22	700		DFV	100	251,621	EUR	17.606	11.640		-5.966	-34	2,928,884	-19
short	5/09/22	6/06/22	28		Prudential	100	332,449	GBP	8.810	10.635	6.985	-1.825	-21	2,322,165	-95
long	6/06/22	7/18/22	42		Sompo	100	115,703	JPY	20.070	19.623		-0.447	-2	2,270,480	-18
short	7/18/22	9/12/22	56		Admiral Group	100	130,637	GBP	17.380	22.710	12.050	-5.330	-31	1,574,185	-91
long	9/12/22	4/26/24	592		Molina Healthcare	100	4,505	USD	349.360	342.230		-7.130	-2	1,542,064	-1
accum	8/07/06	4/26/24	6474	days out of 6691 invested (97%)								15,321		1,542,064	33

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	6/30/08	1/26/09	210	529.20	25.20	11,113.20	10,584.00	2,000.00	2,000.00
Glanbia	short	8/07/06	8/21/06	14	2.13	2.27	1.99	-0.14	-6.43
	long	4/21/08	6/30/08	70	4.97	4.82		-0.15	-3.02
	long	11/07/11	8/24/15	1386	4.58	17.15		12.58	274.86	240.17
China Life Ins HK	long	8/21/06	1/07/08	504	13.33	37.60		24.27	182.07	182.07
UnipolSai	short	6/14/10	8/23/10	70	11.84	10.59	13.23	1.40	11.81
	short	6/20/11	11/07/11	140	6.47	3.63	11.52	5.05	78.15	99.19
Storebrand	short	1/07/08	4/21/08	105	47.40	42.95	52.31	4.91	10.36	10.36
Delta Lloyd	short	1/25/16	4/18/16	84	5.01	4.53	5.54	0.53	10.62
	short	6/27/16	8/08/16	42	3.16	3.29	3.03	-0.13	-4.24	5.93
Admiral Group	long	1/26/09	6/14/10	504	9.15	13.75		4.60	50.27
	long	8/23/10	6/20/11	301	14.77	16.75		1.98	13.41
	long	8/08/16	12/17/18	861	22.20	19.60		-2.61	-11.73
	short	7/18/22	9/12/22	56	17.38	22.71	12.05	-5.33	-30.67	4.29
AMP	short	12/17/18	1/28/19	42	2.36	2.34	2.38	0.02	0.86	0.86
Sompo	long	6/06/22	7/18/22	42	20.07	19.62		-0.45	-2.23	-2.23
Hanwha Life	short	3/02/20	6/08/20	98	1.61	1.67	1.55	-0.06	-3.73	-3.73
Medibank Private	long	4/18/16	6/27/16	70	3.06	2.94		-0.12	-3.92	-3.92
NN	long	11/23/15	1/25/16	63	32.55	31.08		-1.47	-4.52	-4.52
Molina Healthcare	long	1/28/19	3/02/20	399	136.13	127.32		-8.81	-6.47
	long	9/12/22	4/26/24	592	349.36	342.23		-7.13	-2.04	-8.38
Prudential	short	5/09/22	6/06/22	28	8.81	10.64	6.99	-1.83	-20.72	-20.72
FBD	short	8/24/15	11/23/15	91	5.40	6.71	4.10	-1.30	-24.14	-24.14
DFV	long	6/08/20	5/09/22	700	17.61	11.64		-5.97	-33.89	-33.89

Annotations

3/28/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
8/25/15	NN	recording started
7/27/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
5/18/15	Tryg	forward stock split 1:5 (five for one)
3/12/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


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