Share-o-matic - Assessment Insurances

Assessment - Insurances - 5/06/24 - RS = 13

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ13	Curr	∅-RS
	L	SOM Insurances	351.704	Fri	1.11	343.097	2.51	317.533	25.564	8.05	USD	10.54
	L	MS&AD Insurance	2,902.500	Fri	1.66	2,831.000	2.53	2,027.670	803.330	39.62	JPY	47.74
	L	Quálitas	202.370	Fri	-2.63	213.140	-5.05	189.000	24.140	12.77	MXN	43.48
		Sompo	3,166.000	Fri	3.06	3,100.000	2.13	2,564.000	536.000	20.90	JPY	33.38
	L	AIG	80.110	Fri	0.29	79.960	0.19	68.930	11.030	16.00	USD	25.89
	L	NN	45.740	Fri	0.57	44.000	3.95	37.730	6.270	16.62	EUR	24.15
	L	Manulife Financial	35.600	Fri	1.17	33.420	6.52	29.580	3.840	12.98	CAD	22.19
	L	Aegon	6.136	Fri	1.09	6.002	2.23	5.398	0.604	11.19	EUR	21.67
		Dai-ichi Life	3,616.000	Fri	0.36	3,666.000	-1.36	3,122.000	544.000	17.42	JPY	21.47
	L	Storebrand	111.100	Fri	1.00	108.500	2.40	94.940	13.560	14.28	NOK	21.18
	L	Generali	24.400	Fri	1.33	23.340	4.54	20.610	2.730	13.25	EUR	18.50
		Talanx	69.750	Fri	1.31	71.250	-2.11	66.100	5.150	7.79	EUR	17.46
		Travelers Companies	218.500	Fri	-0.42	215.910	1.20	213.080	2.830	1.33	USD	17.35
	L	Mapfre	2.312	Fri	0.43	2.298	0.61	2.036	0.262	12.87	EUR	16.52
	L	Allianz	265.500	Fri	0.84	269.200	-1.37	245.400	23.800	9.70	EUR	16.24
		Glanbia	18.270	Fri	0.38	17.640	3.57	16.160	1.480	9.16	EUR	15.91
		Samsung F&M Ins	326,500.000	Fri	3.32	301,000.000	8.47	298,500.000	2,500.000	0.84	KRW	15.70
	L	ASR	48.680	Fri	0.75	47.110	3.33	43.660	3.450	7.90	EUR	15.27
		Samsung Life	91,900.000	Fri	3.72	83,800.000	9.67	77,200.000	6,600.000	8.55	KRW	15.00
	L	Vienna Insurance	30.500	Fri	0.66	29.500	3.39	25.900	3.600	13.90	EUR	13.87
	L	Aviva	490.300	Fri	0.35	472.000	3.88	425.800	46.200	10.85	GBP	13.21
		MetLife	72.730	Fri	0.26	71.190	2.16	65.810	5.380	8.18	USD	12.95
	L	Ageas	45.860	Fri	1.69	43.780	4.75	37.820	5.960	15.76	EUR	12.23
		Berkshire Hathaway	412.050	Fri	0.79	404.920	1.76	390.760	14.160	3.62	USD	11.85
		Münchener Rück	455.400	Fri	3.13	414.300	9.92	394.700	19.600	4.97	EUR	10.77
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ13	Curr	∅-RS
		Axa	33.720	Fri	0.81	32.210	4.69	30.410	1.800	5.92	EUR	10.50
		Insurance Australia	6.260	Fri	-1.11	6.400	-2.19	6.100	0.300	4.92	AUD	10.35
		Beazley	672.500	Fri	0.90	629.500	6.83	551.000	78.500	14.25	GBP	10.19
		Admiral Group	2,750.000	Fri	0.07	2,702.000	1.78	2,502.000	200.000	7.99	GBP	10.13
		Hannover Rück	237.300	Fri	1.67	232.800	1.93	226.200	6.600	2.92	EUR	10.12
		Swiss Life	648.800	Fri	1.44	632.400	2.59	619.000	13.400	2.16	CHF	10.05
		QBE Insurance	17.610	Fri	0.11	17.190	2.44	16.160	1.030	6.37	AUD	9.79
		Scor	32.280	Fri	1.19	30.460	5.98	28.550	1.910	6.69	EUR	9.55
	L	Uniqa	8.250	Fri	-0.24	8.200	0.61	7.740	0.460	5.94	EUR	6.59
		Lowe´s	235.030	Fri	-0.47	231.700	1.44	218.010	13.690	6.28	USD	6.39
		Sun Life Financial	68.510	Fri	-6.70	72.650	-5.70	69.150	3.500	5.06	CAD	6.13
		SBI Life	1,431.950	Fri	0.67	1,440.600	-0.60	1,419.850	20.750	1.46	INR	6.07
		Swiss Re	106.050	Fri	2.46	101.550	4.43	100.050	1.500	1.50	CHF	5.73
		Hiscox	1,181.000	Fri	1.29	1,114.000	6.01	1,032.000	82.000	7.95	GBP	3.90
		FBD	12.900	Fri	-1.53	12.800	0.78	11.600	1.200	10.34	EUR	3.55
		Legal & General	248.600	Fri	-0.12	240.900	3.20	249.300	-8.400	-3.37	GBP	3.30
		Zurich Insurance	457.400	Fri	0.42	446.000	2.56	440.700	5.300	1.20	CHF	2.46
	L	China Pacific Ins	27.650	Fri	3.36	26.900	2.79	24.080	2.820	11.71	CNY	2.32
	L	China Life Ins HK	11.560	Fri	4.90	11.180	3.40	8.870	2.310	26.04	HKD	2.18
		Molina Healthcare	354.600	Fri	1.31	343.210	3.32	351.100	-7.890	-2.25	USD	1.32
	L	Phoenix	520.500	Fri	0.87	519.500	0.19	497.200	22.300	4.49	GBP	1.27
		Tryg	142.800	Wed	1.13	140.700	1.49	145.850	-5.150	-3.53	DKK	-1.18
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	502.960	-8.580	-1.71	USD	-1.63
	L	China Life	31.630	Fri	1.25	31.660	-0.09	29.030	2.630	9.06	CNY	-1.96
	S	Medibank Private	3.650	Fri	0.27	3.490	4.58	3.810	-0.320	-8.40	AUD	-2.52
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	2/05/24	prc diff	⇓ Δ13	Curr	∅-RS
	L	Ping An	41.250	Fri	5.77	39.150	5.36	31.900	7.250	22.73	HKD	-2.71
		Sampo	39.430	Fri	2.28	38.280	3.00	38.945	-0.665	-1.71	EUR	-4.62
	L	Ping An Ins	42.930	Fri	1.39	42.490	1.04	40.680	1.810	4.45	CNY	-4.68
		AIA	64.200	Fri	2.23	62.500	2.72	60.250	2.250	3.73	HKD	-6.35
		DFV	6.000	Fri		6.150	-2.44	6.400	-0.250	-3.91	EUR	-9.41
	S	HDFC Life	548.550	Fri	1.67	555.050	-1.17	563.350	-8.300	-1.47	INR	-10.63
	L	Prudential	801.800	Fri	1.78	756.200	6.03	817.800	-61.600	-7.53	GBP	-15.97
		Mandatum	4.485	Fri	2.82	4.549	-1.41	4.040	0.509	12.60	EUR	-na-
Insurances - 57 out of 57 instruments rated - 5/06/24 / 2/05/24 - 48 did rise, Market-Ratio(13) = 84.21 %

Technical Chart

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

1/06/20	scale up chart	5/06/24

Transactions Insurances * L13 - 49/16 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	prc diff	d %	asset	yield
1/02/06		8/21/06	231		- cash -
long	8/21/06	1/07/08	504		China Life Ins HK	100	750	HKD	13.330	37.600	24.270	182	28,203	112
1/07/08		4/21/08	105		- cash -
	4/21/08	6/30/08	70		Glanbia	100	5,674	EUR	4.970	4.820	-0.150	-3	27,351	-15
6/30/08		1/26/09	210		- cash -
	1/26/09	6/14/10	504		Admiral Group	100	2,989	GBP	9.150	13.750	4.600	50	41,101	34
6/14/10		8/23/10	70		- cash -
	8/23/10	6/20/11	301		Admiral Group	100	2,782	GBP	14.770	16.750	1.980	13	46,609	16
6/20/11		11/07/11	140		- cash -
	11/07/11	8/24/15	1386		Glanbia	100	10,187	EUR	4.575	17.150	12.575	275	174,711	42
8/24/15		11/23/15	91		- cash -
	11/23/15	1/25/16	63		NN	100	5,367	EUR	32.550	31.080	-1.470	-5	166,821	-23
1/25/16		4/18/16	84		- cash -
	4/18/16	6/27/16	70		Medibank Private	100	54,516	AUD	3.060	2.940	-0.120	-4	160,279	-19
6/27/16		8/08/16	42		- cash -
	8/08/16	12/17/18	861		Admiral Group	100	7,219	GBP	22.200	19.595	-2.605	-12	141,474	-5
12/17/18		1/28/19	42		- cash -
	1/28/19	3/02/20	399		Molina Healthcare	100	1,039	USD	136.130	127.320	-8.810	-6	132,320	-6
3/02/20		6/08/20	98		- cash -
	6/08/20	5/09/22	700		DFV	100	7,515	EUR	17.606	11.640	-5.966	-34	87,486	-19
5/09/22		6/06/22	28		- cash -
	6/06/22	7/18/22	42		Sompo	100	4,359	JPY	20.070	19.623	-0.447	-2	85,539	-18
7/18/22		9/12/22	56		- cash -
	9/12/22	5/10/24	606		Molina Healthcare	100	244	USD	349.360	354.600	5.240	1	86,817	1
accum	8/21/06	5/10/24	5507	days out of 6704 invested (82%)							768		86,817	15

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	prc diff	d %	total
Glanbia	long	4/21/08	6/30/08	70	4.97	4.82	-0.15	-3.02
		11/07/11	8/24/15	1386	4.58	17.15	12.58	274.86	263.55
China Life Ins HK		8/21/06	1/07/08	504	13.33	37.60	24.27	182.07	182.07
Admiral Group		1/26/09	6/14/10	504	9.15	13.75	4.60	50.27
		8/23/10	6/20/11	301	14.77	16.75	1.98	13.41
		8/08/16	12/17/18	861	22.20	19.60	-2.61	-11.73	50.42
Sompo		6/06/22	7/18/22	42	20.07	19.62	-0.45	-2.23	-2.23
Medibank Private		4/18/16	6/27/16	70	3.06	2.94	-0.12	-3.92	-3.92
NN		11/23/15	1/25/16	63	32.55	31.08	-1.47	-4.52	-4.52
Molina Healthcare		1/28/19	3/02/20	399	136.13	127.32	-8.81	-6.47
		9/12/22	5/10/24	606	349.36	354.60	5.24	1.50	-5.07
DFV		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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