Share-o-matic - Assessment Insurances

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

		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ24	Curr	∅-RS
	L	SOM Insurances	351.704	Fri	1.11	343.097	2.51	307.367	35.730	11.62	USD	10.54
	L	MS&AD Insurance	2,902.500	Fri	1.66	2,831.000	2.53	1,794.330	1,036.670	57.77	JPY	47.74
	L	Quálitas	202.370	Fri	-2.63	213.140	-5.05	143.990	69.150	48.02	MXN	43.48
		Sompo	3,166.000	Fri	3.06	3,100.000	2.13	2,169.000	931.000	42.92	JPY	33.38
	L	AIG	80.110	Fri	0.29	79.960	0.19	64.360	15.600	24.24	USD	25.89
	L	NN	45.740	Fri	0.57	44.000	3.95	32.010	11.990	37.46	EUR	24.15
	L	Manulife Financial	35.600	Fri	1.17	33.420	6.52	26.490	6.930	26.16	CAD	22.19
	L	Aegon	6.136	Fri	1.09	6.002	2.23	4.967	1.035	20.84	EUR	21.67
		Dai-ichi Life	3,616.000	Fri	0.36	3,666.000	-1.36	3,042.000	624.000	20.51	JPY	21.47
	L	Storebrand	111.100	Fri	1.00	108.500	2.40	93.780	14.720	15.70	NOK	21.18
	L	Generali	24.400	Fri	1.33	23.340	4.54	19.230	4.110	21.37	EUR	18.50
		Talanx	69.750	Fri	1.31	71.250	-2.11	64.600	6.650	10.29	EUR	17.46
		Travelers Companies	218.500	Fri	-0.42	215.910	1.20	172.100	43.810	25.46	USD	17.35
	L	Mapfre	2.312	Fri	0.43	2.298	0.61	2.060	0.238	11.55	EUR	16.52
	L	Allianz	265.500	Fri	0.84	269.200	-1.37	228.800	40.400	17.66	EUR	16.24
		Glanbia	18.270	Fri	0.38	17.640	3.57	15.300	2.340	15.29	EUR	15.91
		Samsung F&M Ins	326,500.000	Fri	3.32	301,000.000	8.47	249,500.000	51,500.000	20.64	KRW	15.70
	L	ASR	48.680	Fri	0.75	47.110	3.33	36.920	10.190	27.60	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	26.050	3.450	13.24	EUR	13.87
	L	Aviva	490.300	Fri	0.35	472.000	3.88	423.800	48.200	11.37	GBP	13.21
		MetLife	72.730	Fri	0.26	71.190	2.16	62.510	8.680	13.89	USD	12.95
	L	Ageas	45.860	Fri	1.69	43.780	4.75	38.340	5.440	14.19	EUR	12.23
		Berkshire Hathaway	412.050	Fri	0.79	404.920	1.76	361.330	43.590	12.06	USD	11.85
		Münchener Rück	455.400	Fri	3.13	414.300	9.92	381.100	33.200	8.71	EUR	10.77
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ24	Curr	∅-RS
		Axa	33.720	Fri	0.81	32.210	4.69	28.335	3.875	13.68	EUR	10.50
		Insurance Australia	6.260	Fri	-1.11	6.400	-2.19	5.890	0.510	8.66	AUD	10.35
		Beazley	672.500	Fri	0.90	629.500	6.83	560.000	69.500	12.41	GBP	10.19
		Admiral Group	2,750.000	Fri	0.07	2,702.000	1.78	2,622.000	80.000	3.05	GBP	10.13
		Hannover Rück	237.300	Fri	1.67	232.800	1.93	212.200	20.600	9.71	EUR	10.12
		Swiss Life	648.800	Fri	1.44	632.400	2.59	571.200	61.200	10.71	CHF	10.05
		QBE Insurance	17.610	Fri	0.11	17.190	2.44	14.850	2.340	15.76	AUD	9.79
		Scor	32.280	Fri	1.19	30.460	5.98	28.430	2.030	7.14	EUR	9.55
	L	Uniqa	8.250	Fri	-0.24	8.200	0.61	7.750	0.450	5.81	EUR	6.59
		Lowe´s	235.030	Fri	-0.47	231.700	1.44	204.440	27.260	13.33	USD	6.39
		Sun Life Financial	68.510	Fri	-6.70	72.650	-5.70	69.770	2.880	4.13	CAD	6.13
		SBI Life	1,431.950	Fri	0.67	1,440.600	-0.60	1,385.300	55.300	3.99	INR	6.07
		Swiss Re	106.050	Fri	2.46	101.550	4.43	100.950	0.600	0.59	CHF	5.73
		Hiscox	1,181.000	Fri	1.29	1,114.000	6.01	1,005.000	109.000	10.85	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	232.000	8.900	3.84	GBP	3.30
		Zurich Insurance	457.400	Fri	0.42	446.000	2.56	436.100	9.900	2.27	CHF	2.46
	L	China Pacific Ins	27.650	Fri	3.36	26.900	2.79	24.270	2.630	10.84	CNY	2.32
	L	China Life Ins HK	11.560	Fri	4.90	11.180	3.40	11.220	-0.040	-0.36	HKD	2.18
		Molina Healthcare	354.600	Fri	1.31	343.210	3.32	356.250	-13.040	-3.66	USD	1.32
	L	Phoenix	520.500	Fri	0.87	519.500	0.19	488.100	31.400	6.43	GBP	1.27
		Tryg	142.800	Wed	1.13	140.700	1.49	144.300	-3.600	-2.49	DKK	-1.18
		UnitedHealth	512.810	Fri	1.14	494.380	3.73	535.100	-40.720	-7.61	USD	-1.63
	L	China Life	31.630	Fri	1.25	31.660	-0.09	31.360	0.300	0.96	CNY	-1.96
	S	Medibank Private	3.650	Fri	0.27	3.490	4.58	3.520	-0.030	-0.85	AUD	-2.52
		⇓instrument	freshest		⇓ Δday	5/06/24	⇓ Δwk	11/20/23	prc diff	⇓ Δ24	Curr	∅-RS
	L	Ping An	41.250	Fri	5.77	39.150	5.36	38.950	0.200	0.51	HKD	-2.71
		Sampo	39.430	Fri	2.28	38.280	3.00	39.000	-0.720	-1.85	EUR	-4.62
	L	Ping An Ins	42.930	Fri	1.39	42.490	1.04	42.910	-0.420	-0.98	CNY	-4.68
		AIA	64.200	Fri	2.23	62.500	2.72	73.250	-10.750	-14.68	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	652.400	-97.350	-14.92	INR	-10.63
	L	Prudential	801.800	Fri	1.78	756.200	6.03	940.000	-183.800	-19.55	GBP	-15.97
		Mandatum	4.485	Fri	2.82	4.549	-1.41	4.036	0.514	12.72	EUR	-na-
Insurances - 57 out of 57 instruments rated - 5/06/24 / 11/20/23 - 46 did rise, Market-Ratio(24) = 80.70 %

Technical Chart

	Insurances RS = 24 - B/S = 38/38

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

Transactions Insurances * S24 - 38 ex 12 (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		6/19/06	168		- cash -
short	6/19/06	7/03/06	14		UnitedHealth	100	229	USD	43.500	45.010	41.990	-1.510	-3	9,654	-60
7/03/06		7/17/06	14		- cash -
	7/17/06	7/24/06	7		Lowe´s	100	345	USD	27.940	28.850	27.030	-0.910	-3	9,340	-82
7/24/06		7/31/06	7		- cash -
	7/31/06	8/21/06	21		Glanbia	100	4,729	EUR	1.975	2.267	1.683	-0.292	-15	7,959	-94
8/21/06		9/18/06	28		- cash -
	9/18/06	9/25/06	7		Lowe´s	100	275	USD	28.880	28.840	28.920	0.040	0	7,970	8
9/25/06		7/30/07	308		- cash -
	7/30/07	8/20/07	21		FBD	100	305	EUR	26.090	24.690	27.569	1.479	6	8,422	161
8/20/07		9/10/07	21		- cash -
	9/10/07	9/24/07	14		FBD	100	340	EUR	24.720	20.560	29.722	5.002	20	10,122	12,100
9/24/07		10/22/07	28		- cash -
	10/22/07	10/29/07	7		Ageas	100	46	EUR	218.000	220.000	216.000	-2.000	-1	10,030	-38
10/29/07		11/05/07	7		- cash -
	11/05/07	12/03/07	28		FBD	100	512	EUR	19.580	21.820	17.340	-2.240	-11	8,883	-79
12/03/07		1/07/08	35		- cash -
	1/07/08	1/14/08	7		Storebrand	100	187	NOK	47.400	45.300	49.597	2.197	5	9,294	962
1/14/08		1/21/08	7		- cash -
	1/21/08	5/05/08	105		Ageas	100	65	EUR	141.200	173.200	109.200	-32.000	-23	7,214	-59
5/05/08		5/12/08	7		- cash -
	5/12/08	8/25/08	105		AIG	100	9	USD	767.400	375.600	1,567.899	800.499	104	14,419	1,099
8/25/08		9/08/08	14		- cash -
	9/08/08	4/13/09	217		AIG	100	31	USD	455.200	28.400	7,296.023	6,840.823	1,503	226,484	10,533
4/13/09		6/22/09	70		- cash -
	6/22/09	7/06/09	14		Generali	100	15,915	EUR	14.230	14.370	14.090	-0.140	-1	224,256	-23
7/06/09		5/24/10	322		- cash -
	5/24/10	7/12/10	49		Ageas	100	11,852	EUR	18.920	18.980	18.860	-0.060	0	223,545	-2
7/12/10		8/23/10	42		- cash -
	8/23/10	10/18/10	56		Manulife Financial	100	18,056	CAD	12.380	12.660	12.100	-0.280	-2	218,489	-14
10/18/10		6/20/11	245		- cash -
	6/20/11	6/27/11	7		AIG	100	7,797	USD	28.020	28.810	27.230	-0.790	-3	212,330	-77
6/27/11		7/11/11	14		- cash -
	7/11/11	10/24/11	105		Ageas	100	13,567	EUR	15.650	14.490	16.903	1.253	8	229,328	31
	10/24/11	1/23/12	91		Dai-ichi Life	100	28,312	JPY	8.100	8.440	7.760	-0.340	-4	219,702	-16
1/23/12		9/03/12	224		- cash -
	9/03/12	9/10/12	7		Uniqa	100	25,311	EUR	8.680	8.795	8.565	-0.115	-1	216,791	-50
9/10/12		8/24/15	1078		- cash -
	8/24/15	10/19/15	56		FBD	100	40,131	EUR	5.402	6.900	3.904	-1.498	-28	156,675	-88
10/19/15		1/04/16	77		- cash -
	1/04/16	2/22/16	49		Vienna Insurance	100	6,320	EUR	24.790	21.800	28.190	3.400	14	178,163	160
2/22/16		4/11/16	49		- cash -
	4/11/16	7/18/16	98		Dai-ichi Life	100	14,675	JPY	12.140	12.525	11.755	-0.385	-3	172,513	-11
7/18/16		6/25/18	707		- cash -
	6/25/18	7/30/18	35		China Life	100	7,746	CNY	22.270	23.640	20.900	-1.370	-6	161,901	-48
7/30/18		8/13/18	14		- cash -
	8/13/18	8/20/18	7		Samsung Life	100	1,722	KRW	94.000	90.400	97.743	3.743	4	168,348	666
8/20/18		10/15/18	56		- cash -
	10/15/18	11/12/18	28		China Life Ins HK	100	9,985	HKD	16.860	16.320	17.418	0.558	3	173,918	53
L/S	date buy	date sell	days		instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
11/12/18		11/26/18	14		- cash -
	11/26/18	12/03/18	7		China Life Ins HK	100	10,439	HKD	16.660	17.620	15.700	-0.960	-6	163,897	-95
12/03/18		12/10/18	7		- cash -
	12/10/18	12/17/18	7		AIG	100	4,369	USD	37.510	37.460	37.560	0.050	0	164,116	7
12/17/18		12/24/18	7		- cash -
	12/24/18	1/28/19	35		AIG	100	4,396	USD	37.330	42.820	31.840	-5.490	-15	139,982	-81
1/28/19		10/07/19	252		- cash -
	10/07/19	10/21/19	14		Glanbia	100	12,077	EUR	11.590	10.960	12.256	0.666	6	148,027	329
10/21/19		3/02/20	133		- cash -
	3/02/20	6/08/20	98		Aegon	100	48,967	EUR	3.023	3.008	3.038	0.015	0	148,767	2
	6/08/20	8/24/20	77		Hiscox	100	18,182	GBP	8.182	8.052	8.314	0.132	2	151,169	8
8/24/20		3/07/22	560		- cash -
	3/07/22	3/14/22	7		Prudential	100	14,834	GBP	10.190	10.440	9.940	-0.250	-2	147,460	-73
3/14/22		5/09/22	56		- cash -
	5/09/22	5/16/22	7		Prudential	100	16,737	GBP	8.810	9.656	7.964	-0.846	-10	133,301	-99
5/16/22		6/13/22	28		- cash -
	6/13/22	8/15/22	63		Admiral Group	100	6,226	GBP	21.410	23.100	19.720	-1.690	-8	122,779	-38
8/15/22		9/05/22	21		- cash -
	9/05/22	11/07/22	63		Scor	100	7,220	EUR	17.005	15.770	18.337	1.332	8	132,393	55
11/07/22		6/26/23	231		- cash -
	6/26/23	7/24/23	28		DFV	100	17,558	EUR	7.540	7.760	7.320	-0.220	-3	128,531	-32
7/24/23		8/21/23	28		- cash -
	8/21/23	8/28/23	7		Tryg	100	1,002	DKK	128.200	128.900	127.500	-0.700	-1	127,829	-25
8/28/23		5/13/24	259		- cash -
accum	6/19/06	8/28/23	1568	days out of 6706 invested (23%)								1,178		127,829	81

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	5/12/08	8/25/08	105	767.40	375.60	1,567.90	800.50	104.31
		9/08/08	4/13/09	217	455.20	28.40	7,296.02	6,840.82	1,502.82
		6/20/11	6/27/11	7	28.02	28.81	27.23	-0.79	-2.82
		12/10/18	12/17/18	7	37.51	37.46	37.56	0.05	0.13
		12/24/18	1/28/19	35	37.33	42.82	31.84	-5.49	-14.71	2,618.03
Vienna Insurance		1/04/16	2/22/16	49	24.79	21.80	28.19	3.40	13.72	13.72
Scor		9/05/22	11/07/22	63	17.01	15.77	18.34	1.33	7.83	7.83
Storebrand		1/07/08	1/14/08	7	47.40	45.30	49.60	2.20	4.64	4.64
Samsung Life		8/13/18	8/20/18	7	94.00	90.40	97.74	3.74	3.98	3.98
Hiscox		6/08/20	8/24/20	77	8.18	8.05	8.31	0.13	1.61	1.61
Aegon		3/02/20	6/08/20	98	3.02	3.01	3.04	0.02	0.50	0.50
Tryg		8/21/23	8/28/23	7	128.20	128.90	127.50	-0.70	-0.55	-0.55
Generali		6/22/09	7/06/09	14	14.23	14.37	14.09	-0.14	-0.98	-0.98
Uniqa		9/03/12	9/10/12	7	8.68	8.80	8.57	-0.12	-1.32	-1.32
Manulife Financial		8/23/10	10/18/10	56	12.38	12.66	12.10	-0.28	-2.26	-2.26
China Life Ins HK		10/15/18	11/12/18	28	16.86	16.32	17.42	0.56	3.31
		11/26/18	12/03/18	7	16.66	17.62	15.70	-0.96	-5.76	-2.64
DFV		6/26/23	7/24/23	28	7.54	7.76	7.32	-0.22	-2.92	-2.92
Lowe´s		7/17/06	7/24/06	7	27.94	28.85	27.03	-0.91	-3.26
		9/18/06	9/25/06	7	28.88	28.84	28.92	0.04	0.14	-3.12
UnitedHealth		6/19/06	7/03/06	14	43.50	45.01	41.99	-1.51	-3.47	-3.47
China Life		6/25/18	7/30/18	35	22.27	23.64	20.90	-1.37	-6.15	-6.15
Dai-ichi Life		10/24/11	1/23/12	91	8.10	8.44	7.76	-0.34	-4.20
		4/11/16	7/18/16	98	12.14	12.53	11.76	-0.39	-3.17	-7.24
Admiral Group		6/13/22	8/15/22	63	21.41	23.10	19.72	-1.69	-7.89	-7.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Glanbia		7/31/06	8/21/06	21	1.98	2.27	1.68	-0.29	-14.78
		10/07/19	10/21/19	14	11.59	10.96	12.26	0.67	5.75	-9.89
Prudential		3/07/22	3/14/22	7	10.19	10.44	9.94	-0.25	-2.45
		5/09/22	5/16/22	7	8.81	9.66	7.96	-0.85	-9.60	-11.82
Ageas		10/22/07	10/29/07	7	218.00	220.00	216.00	-2.00	-0.92
		1/21/08	5/05/08	105	141.20	173.20	109.20	-32.00	-22.66
		5/24/10	7/12/10	49	18.92	18.98	18.86	-0.06	-0.32
		7/11/11	10/24/11	105	15.65	14.49	16.90	1.25	8.01	-17.50
FBD		7/30/07	8/20/07	21	26.09	24.69	27.57	1.48	5.67
		9/10/07	9/24/07	14	24.72	20.56	29.72	5.00	20.23
		11/05/07	12/03/07	28	19.58	21.82	17.34	-2.24	-11.44
		8/24/15	10/19/15	56	5.40	6.90	3.90	-1.50	-27.73	-18.69

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.


	is taking down something concerning