Share-o-matic - Assessment Insurances

Assessment - Insurances - 5/06/24 - RS = 21

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ21	Curr	∅-RS
	L	SOM Insurances	351.704	Fri	1.11	343.097	2.51	310.829	32.268	10.38	USD	10.54
	L	MS&AD Insurance	2,902.500	Fri	1.66	2,831.000	2.53	1,881.330	949.670	50.48	JPY	47.74
	L	Quálitas	202.370	Fri	-2.63	213.140	-5.05	169.320	43.820	25.88	MXN	43.48
		Sompo	3,166.000	Fri	3.06	3,100.000	2.13	2,415.330	684.670	28.35	JPY	33.38
	L	AIG	80.110	Fri	0.29	79.960	0.19	66.180	13.780	20.82	USD	25.89
	L	NN	45.740	Fri	0.57	44.000	3.95	35.460	8.540	24.08	EUR	24.15
	L	Manulife Financial	35.600	Fri	1.17	33.420	6.52	27.950	5.470	19.57	CAD	22.19
	L	Aegon	6.136	Fri	1.09	6.002	2.23	5.258	0.744	14.15	EUR	21.67
		Dai-ichi Life	3,616.000	Fri	0.36	3,666.000	-1.36	3,084.000	582.000	18.87	JPY	21.47
	L	Storebrand	111.100	Fri	1.00	108.500	2.40	95.940	12.560	13.09	NOK	21.18
	L	Generali	24.400	Fri	1.33	23.340	4.54	19.145	4.195	21.91	EUR	18.50
		Talanx	69.750	Fri	1.31	71.250	-2.11	67.100	4.150	6.18	EUR	17.46
		Travelers Companies	218.500	Fri	-0.42	215.910	1.20	182.350	33.560	18.40	USD	17.35
	L	Mapfre	2.312	Fri	0.43	2.298	0.61	2.008	0.290	14.44	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	15.770	1.870	11.86	EUR	15.91
		Samsung F&M Ins	326,500.000	Fri	3.32	301,000.000	8.47	253,000.000	48,000.000	18.97	KRW	15.70
	L	ASR	48.680	Fri	0.75	47.110	3.33	44.400	2.710	6.10	EUR	15.27
		Samsung Life	91,900.000	Fri	3.72	83,800.000	9.67	69,200.000	14,600.000	21.10	KRW	15.00
	L	Vienna Insurance	30.500	Fri	0.66	29.500	3.39	26.200	3.300	12.60	EUR	13.87
	L	Aviva	490.300	Fri	0.35	472.000	3.88	429.100	42.900	10.00	GBP	13.21
		MetLife	72.730	Fri	0.26	71.190	2.16	64.940	6.250	9.62	USD	12.95
	L	Ageas	45.860	Fri	1.69	43.780	4.75	40.340	3.440	8.53	EUR	12.23
		Berkshire Hathaway	412.050	Fri	0.79	404.920	1.76	357.060	47.860	13.40	USD	11.85
		Münchener Rück	455.400	Fri	3.13	414.300	9.92	393.000	21.300	5.42	EUR	10.77
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ21	Curr	∅-RS
		Axa	33.720	Fri	0.81	32.210	4.69	30.060	2.150	7.15	EUR	10.50
		Insurance Australia	6.260	Fri	-1.11	6.400	-2.19	5.920	0.480	8.11	AUD	10.35
		Beazley	672.500	Fri	0.90	629.500	6.83	538.000	91.500	17.01	GBP	10.19
		Admiral Group	2,750.000	Fri	0.07	2,702.000	1.78	2,798.000	-96.000	-3.43	GBP	10.13
		Hannover Rück	237.300	Fri	1.67	232.800	1.93	220.400	12.400	5.63	EUR	10.12
		Swiss Life	648.800	Fri	1.44	632.400	2.59	576.000	56.400	9.79	CHF	10.05
		QBE Insurance	17.610	Fri	0.11	17.190	2.44	14.490	2.700	18.63	AUD	9.79
		Scor	32.280	Fri	1.19	30.460	5.98	27.380	3.080	11.25	EUR	9.55
	L	Uniqa	8.250	Fri	-0.24	8.200	0.61	7.550	0.650	8.61	EUR	6.59
		Lowe´s	235.030	Fri	-0.47	231.700	1.44	206.340	25.360	12.29	USD	6.39
		Sun Life Financial	68.510	Fri	-6.70	72.650	-5.70	70.290	2.360	3.36	CAD	6.13
		SBI Life	1,431.950	Fri	0.67	1,440.600	-0.60	1,460.600	-20.000	-1.37	INR	6.07
		Swiss Re	106.050	Fri	2.46	101.550	4.43	99.100	2.450	2.47	CHF	5.73
		Hiscox	1,181.000	Fri	1.29	1,114.000	6.01	1,042.000	72.000	6.91	GBP	3.90
		FBD	12.900	Fri	-1.53	12.800	0.78	11.300	1.500	13.27	EUR	3.55
		Legal & General	248.600	Fri	-0.12	240.900	3.20	240.300	0.600	0.25	GBP	3.30
		Zurich Insurance	457.400	Fri	0.42	446.000	2.56	449.700	-3.700	-0.82	CHF	2.46
	L	China Pacific Ins	27.650	Fri	3.36	26.900	2.79	23.240	3.660	15.75	CNY	2.32
	L	China Life Ins HK	11.560	Fri	4.90	11.180	3.40	9.740	1.440	14.78	HKD	2.18
		Molina Healthcare	354.600	Fri	1.31	343.210	3.32	366.000	-22.790	-6.23	USD	1.32
	L	Phoenix	520.500	Fri	0.87	519.500	0.19	496.700	22.800	4.59	GBP	1.27
		Tryg	142.800	Wed	1.13	140.700	1.49	152.050	-11.350	-7.46	DKK	-1.18
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	543.680	-49.300	-9.07	USD	-1.63
	L	China Life	31.630	Fri	1.25	31.660	-0.09	28.770	2.890	10.05	CNY	-1.96
	S	Medibank Private	3.650	Fri	0.27	3.490	4.58	3.510	-0.020	-0.57	AUD	-2.52
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	12/11/23	prc diff	⇓ Δ21	Curr	∅-RS
	L	Ping An	41.250	Fri	5.77	39.150	5.36	33.600	5.550	16.52	HKD	-2.71
		Sampo	39.430	Fri	2.28	38.280	3.00	41.250	-2.970	-7.20	EUR	-4.62
	L	Ping An Ins	42.930	Fri	1.39	42.490	1.04	39.600	2.890	7.30	CNY	-4.68
		AIA	64.200	Fri	2.23	62.500	2.72	63.550	-1.050	-1.65	HKD	-6.35
		DFV	6.000	Fri		6.150	-2.44	6.700	-0.550	-8.21	EUR	-9.41
	S	HDFC Life	548.550	Fri	1.67	555.050	-1.17	672.500	-117.450	-17.46	INR	-10.63
	L	Prudential	801.800	Fri	1.78	756.200	6.03	896.600	-140.400	-15.66	GBP	-15.97
		Mandatum	4.485	Fri	2.82	4.549	-1.41	3.945	0.605	15.33	EUR	-na-
Insurances - 57 out of 57 instruments rated - 5/06/24 / 12/11/23 - 45 did rise, Market-Ratio(21) = 78.95 %

Technical Chart

	Insurances RS = 21 - B/S = 33/55

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

Transactions Insurances * S21 - 33/55 (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		8/20/07	595		- cash -
short	8/20/07	8/11/08	357		Ageas	100	37	EUR	268.100	95.900	749.506	481.406	180	27,812	186
8/11/08		8/18/08	7		- cash -
	8/18/08	6/15/09	301		AIG	100	64	USD	432.000	30.600	6,098.824	5,666.824	1,312	390,489	2,379
6/15/09		5/24/10	343		- cash -
	5/24/10	10/18/10	147		UnipolSai	100	34,380	EUR	11.358	11.744	10.972	-0.386	-3	377,218	-8
10/18/10		6/13/11	238		- cash -
	6/13/11	1/16/12	217		UnipolSai	100	55,140	EUR	6.841	1.569	29.828	22.987	336	1,644,694	1,090
1/16/12		8/17/15	1309		- cash -
	8/17/15	9/05/16	385		FBD	100	238,361	EUR	6.900	6.880	6.920	0.020	0	1,649,485	0
9/05/16		6/11/18	644		- cash -
	6/11/18	8/27/18	77		AMP	100	454,403	AUD	3.630	3.350	3.933	0.303	8	1,787,351	46
8/27/18		9/10/18	14		- cash -
	9/10/18	11/19/18	70		China Life Ins HK	100	106,516	HKD	16.780	16.880	16.680	-0.100	-1	1,776,699	-3
11/19/18		12/10/18	21		- cash -
	12/10/18	3/11/19	91		AMP	100	779,253	AUD	2.280	2.400	2.160	-0.120	-5	1,683,189	-19
3/11/19		3/09/20	364		- cash -
	3/09/20	8/10/20	154		Hanwha Life	100	1,202,277	KRW	1.400	1.530	1.270	-0.130	-9	1,526,893	-21
8/10/20		11/02/20	84		- cash -
	11/02/20	11/09/20	7		Uniqa	100	308,775	EUR	4.945	5.460	4.430	-0.515	-10	1,367,873	-100
11/09/20		3/07/22	483		- cash -
	3/07/22	4/25/22	49		Prudential	100	134,236	GBP	10.190	9.892	10.497	0.307	3	1,409,084	25
4/25/22		5/23/22	28		- cash -
	5/23/22	8/01/22	70		New China Life	100	49,932	CNY	28.220	28.840	27.600	-0.620	-2	1,378,126	-11
8/01/22		8/22/22	21		- cash -
	8/22/22	11/07/22	77		Scor	100	85,597	EUR	16.100	15.770	16.437	0.337	2	1,406,964	10
11/07/22		7/10/23	245		- cash -
	7/10/23	8/07/23	28		DFV	100	178,548	EUR	7.880	7.400	8.391	0.511	6	1,498,220	127
8/07/23		5/12/24	279		- cash -
accum	8/20/07	8/07/23	2030	days out of 6705 invested (30%)								14,882		1,498,220	146

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	8/18/08	6/15/09	301	432.00	30.60	6,098.82	5,666.82	1,311.76	1,311.76
UnipolSai		5/24/10	10/18/10	147	11.36	11.74	10.97	-0.39	-3.40
		6/13/11	1/16/12	217	6.84	1.57	29.83	22.99	336.01	321.19
Ageas		8/20/07	8/11/08	357	268.10	95.90	749.51	481.41	179.56	179.56
DFV		7/10/23	8/07/23	28	7.88	7.40	8.39	0.51	6.49	6.49
Prudential		3/07/22	4/25/22	49	10.19	9.89	10.50	0.31	3.01	3.01
AMP		6/11/18	8/27/18	77	3.63	3.35	3.93	0.30	8.36
		12/10/18	3/11/19	91	2.28	2.40	2.16	-0.12	-5.26	2.66
Scor		8/22/22	11/07/22	77	16.10	15.77	16.44	0.34	2.09	2.09
FBD		8/17/15	9/05/16	385	6.90	6.88	6.92	0.02	0.29	0.29
China Life Ins HK		9/10/18	11/19/18	70	16.78	16.88	16.68	-0.10	-0.60	-0.60
New China Life		5/23/22	8/01/22	70	28.22	28.84	27.60	-0.62	-2.20	-2.20
Hanwha Life		3/09/20	8/10/20	154	1.40	1.53	1.27	-0.13	-9.29	-9.29
Uniqa		11/02/20	11/09/20	7	4.95	5.46	4.43	-0.52	-10.41	-10.41

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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