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Assessment - Insurances - 18/11/19 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	18/11/19	⇓ Δwk	19/08/19	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	260.763		244.885	15.878	6.48	USD	4.54
		Admiral Group	2,698.000	12/08/24	0.86	2,079.000		2,175.000	-96.000	-4.41	GBP	-1.62
		Aegon	5.562	12/08/24	0.22	4.176		3.634	0.542	14.91	EUR	-1.96
		Ageas	42.380	12/08/24	0.33	52.740		48.100	4.640	9.65	EUR	16.84
	L	AIA	51.900	12/08/24	-1.33	78.500		78.250	0.250	0.32	HKD	4.89
		Allianz	255.900	12/08/24		218.050		201.150	16.900	8.40	EUR	9.02
		AIG	71.610	12/08/24	-0.62	54.150		54.810	-0.660	-1.20	USD	12.97
		ASR	43.850	12/08/24	0.46	33.220		32.010	1.210	3.78	EUR	-6.53
		Aviva	484.200	12/08/24	0.35	414.500		363.500	51.000	14.03	GBP	2.19
		Axa	32.350	12/08/24	-0.77	25.150		21.720	3.430	15.79	EUR	14.20
		Beazley	732.000	12/08/24	1.24	538.500		587.500	-49.000	-8.34	GBP	-2.35
		Berkshire Hathaway	430.390	12/08/24	-0.30	219.350		200.940	18.410	9.16	USD	6.47
	L	China Life	29.490	12/08/24	0.44	35.560		29.200	6.360	21.78	CNY	33.89
	L	China Life Ins HK	10.380	12/08/24	0.58	20.800		18.380	2.420	13.17	HKD	8.86
	L	China Pacific Ins	27.390	12/08/24	0.22	35.810		38.240	-2.430	-6.35	CNY	4.71
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,809.000		1,373.000	436.000	31.76	JPY	9.06
		FBD	12.900	12/08/24	0.39	8.260		9.200	-0.940	-10.22	EUR	-6.98
		Generali	22.450	12/08/24	1.35	19.050		16.175	2.875	17.77	EUR	17.18
	L	Glanbia	18.110	12/08/24	0.50	11.250		10.930	0.320	2.93	EUR	-21.09
		Hannover Rück	227.400	12/08/24	5.23	167.000		146.500	20.500	13.99	EUR	23.10
		HDFC Life	702.450	12/08/24	0.01	570.450		524.550	45.900	8.75	INR	30.75
		Hiscox	1,189.000	12/08/24	1.89	1,235.000		1,598.000	-363.000	-22.72	GBP	-22.62
		Insurance Australia	7.160	12/08/24	0.56	7.840		7.700	0.140	1.82	AUD	1.88
	S	Legal & General	225.600	12/08/24	0.53	280.700		227.200	53.500	23.55	GBP	8.81
		Lowe´s	231.070	12/08/24	-2.02	115.020		95.050	19.970	21.01	USD	12.20
		instrument	freshest		⇓ Δday	18/11/19	⇓ Δwk	19/08/19	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.960		22.180	3.780	17.04	CAD	14.44
		Mapfre	2.134	12/08/24		2.517		2.383	0.134	5.62	EUR	-0.03
		Medibank Private	3.880	12/08/24	0.52	3.180		3.360	-0.180	-5.36	AUD	6.06
		MetLife	69.850	12/08/24	-0.40	49.120		45.770	3.350	7.32	USD	7.66
	S	Molina Healthcare	337.670	12/08/24	-0.15	134.480		138.920	-4.440	-3.20	USD	3.85
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,161.670		1,154.000	7.670	0.66	JPY	2.55
	L	Münchener Rück	439.200	12/08/24	1.01	256.900		219.800	37.100	16.88	EUR	20.23
		NN	44.660	12/08/24	0.74	35.410		30.910	4.500	14.56	EUR	0.54
		Phoenix	538.000	12/08/24	0.47	719.900		671.800	48.100	7.16	GBP	8.77
	L	Ping An	33.650	12/08/24	0.45	91.700		90.600	1.100	1.21	HKD	7.78
	L	Ping An Ins	40.620	12/08/24	0.02	88.710		88.450	0.260	0.29	CNY	16.71
		Prudential	635.400	12/08/24	0.41	1,302.000		1,399.000	-97.000	-6.93	GBP	-15.00
	L	QBE Insurance	16.190	12/08/24	0.87	12.670		12.090	0.580	4.80	AUD	6.73
		Quálitas	164.740	12/08/24	-2.49	82.960		65.470	17.490	26.71	MXN	56.23
		Sampo	40.490	12/08/24	0.40	36.870		37.270	-0.400	-1.07	EUR	-6.12
		Samsung F&M Ins	354,500.000	12/08/24	1.00	233,000.000		230,000.000	3,000.000	1.30	KRW	-11.78
		Samsung Life	89,700.000	12/08/24	-0.33	74,400.000		66,100.000	8,300.000	12.56	KRW	-6.99
		SBI Life	1,705.000	12/08/24	-1.17	1,000.050		849.900	150.150	17.67	INR	46.56
	S	Scor	17.130	12/08/24	1.06	37.950		37.060	0.890	2.40	EUR	-1.25
		Sompo	2,958.500	9/08/24	0.02	1,457.670		1,374.330	83.340	6.06	JPY	3.97
	L	Storebrand	106.000	12/08/24	0.38	65.700		54.140	11.560	21.35	NOK	4.12
	S	Sun Life Financial	65.940	12/08/24	-0.11	60.940		53.330	7.610	14.27	CAD	16.60
		Swiss Life	652.200	12/08/24	0.62	494.000		471.900	22.100	4.68	CHF	10.94
		Swiss Re	104.000	12/08/24	0.10	106.200		99.520	6.680	6.71	CHF	9.52
		instrument	freshest		⇓ Δday	18/11/19	⇓ Δwk	19/08/19	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	42.820		38.000	4.820	12.68	EUR	20.51
		Travelers Companies	209.730	12/08/24	-1.29	134.290		147.580	-13.290	-9.01	USD	-2.02
		Tryg	148.600	12/08/24	0.61	183.500		202.000	-18.500	-9.16	DKK	-2.59
		Uniqa	7.680	12/08/24	0.26	8.700		8.210	0.490	5.97	EUR	3.45
	S	UnitedHealth	565.290	12/08/24	1.17	272.930		244.710	28.220	11.53	USD	10.97
		Vienna Insurance	29.800	12/08/24	1.36	24.950		23.150	1.800	7.78	EUR	9.63
	L	Zurich Insurance	464.700	12/08/24	0.85	390.400		351.200	39.200	11.16	CHF	16.96
	L	DFV	6.200	12/08/24	-0.80	10.066		10.312	-0.246	-2.39	EUR	-na-
Insurances - 56 out of 57 instruments rated - 18/11/19 / 19/08/19 - 43 did rise, Market-Ratio(13) = 76.79 %

Technical Chart

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

3/01/22	scale up chart	1/07/24

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
2/01/06		7/08/06	217		- cash -
short	7/08/06	21/08/06	14		Glanbia	100	4,694	EUR	2.130	2.267	1.993	-0.137	-6	9,357	-82
long	21/08/06	7/01/08	504		China Life Ins HK	100	701	HKD	13.330	37.600		24.270	182	26,370	112
short	7/01/08	21/04/08	105		Storebrand	100	556	NOK	47.400	42.950	52.311	4.911	10	29,101	41
long	21/04/08	30/06/08	70		Glanbia	100	5,855	EUR	4.970	4.820		-0.150	-3	28,223	-15
short	30/06/08	26/01/09	210		AIG	100	53	USD	529.200	25.200	11,113.200	10,584.000	2,000	589,175	19,767
long	26/01/09	14/06/10	504		Admiral Group	100	64,390	GBP	9.150	13.750		4.600	50	885,369	34
short	14/06/10	23/08/10	70		UnipolSai	100	74,809	EUR	11.835	10.585	13.233	1.398	12	989,922	79
long	23/08/10	20/06/11	301		Admiral Group	100	67,022	GBP	14.770	16.750		1.980	13	1,122,625	16
short	20/06/11	7/11/11	140		UnipolSai	100	173,646	EUR	6.465	3.629	11.517	5.052	78	1,999,937	351
long	7/11/11	24/08/15	1386		Glanbia	100	437,144	EUR	4.575	17.150		12.575	275	7,497,023	42
short	24/08/15	23/11/15	91		FBD	100	1,387,823	EUR	5.402	6.706	4.098	-1.304	-24	5,687,301	-67
long	23/11/15	25/01/16	63		NN	100	174,725	EUR	32.550	31.080		-1.470	-5	5,430,456	-23
short	25/01/16	18/04/16	84		Delta Lloyd	100	1,083,706	EUR	5.011	4.530	5.543	0.532	11	6,007,096	55
long	18/04/16	27/06/16	70		Medibank Private	100	1,963,103	AUD	3.060	2.940		-0.120	-4	5,771,523	-19
short	27/06/16	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	17/12/18	861		Admiral Group	100	248,950	GBP	22.200	19.595		-2.605	-12	4,878,189	-5
short	17/12/18	28/01/19	42		AMP	100	2,067,029	AUD	2.360	2.340	2.380	0.020	1	4,919,943	8
long	28/01/19	2/03/20	399		Molina Healthcare	100	36,141	USD	136.130	127.320		-8.810	-6	4,601,541	-6
short	2/03/20	8/06/20	98		Hanwha Life	100	2,858,100	KRW	1.610	1.670	1.550	-0.060	-4	4,430,055	-13
long	8/06/20	9/05/22	700		DFV	100	251,621	EUR	17.606	11.640		-5.966	-34	2,928,884	-19
short	9/05/22	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	18/07/22	42		Sompo	100	115,703	JPY	20.070	19.623		-0.447	-2	2,270,480	-18
short	18/07/22	12/09/22	56		Admiral Group	100	130,637	GBP	17.380	22.710	12.050	-5.330	-31	1,574,185	-91
long	12/09/22	12/08/24	700		Molina Healthcare	100	4,505	USD	349.360	337.670		-11.690	-3	1,521,522	-2
accum	7/08/06	12/08/24	7386	days out of 7603 invested (97%)								15,115		1,521,522	28

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	30/06/08	26/01/09	210	529.20	25.20	11,113.20	10,584.00	2,000.00	2,000.00
Glanbia	short	7/08/06	21/08/06	14	2.13	2.27	1.99	-0.14	-6.43
	long	21/04/08	30/06/08	70	4.97	4.82		-0.15	-3.02
	long	7/11/11	24/08/15	1386	4.58	17.15		12.58	274.86	240.17
China Life Ins HK	long	21/08/06	7/01/08	504	13.33	37.60		24.27	182.07	182.07
UnipolSai	short	14/06/10	23/08/10	70	11.84	10.59	13.23	1.40	11.81
	short	20/06/11	7/11/11	140	6.47	3.63	11.52	5.05	78.15	99.19
Storebrand	short	7/01/08	21/04/08	105	47.40	42.95	52.31	4.91	10.36	10.36
Delta Lloyd	short	25/01/16	18/04/16	84	5.01	4.53	5.54	0.53	10.62
	short	27/06/16	8/08/16	42	3.16	3.29	3.03	-0.13	-4.24	5.93
Admiral Group	long	26/01/09	14/06/10	504	9.15	13.75		4.60	50.27
	long	23/08/10	20/06/11	301	14.77	16.75		1.98	13.41
	long	8/08/16	17/12/18	861	22.20	19.60		-2.61	-11.73
	short	18/07/22	12/09/22	56	17.38	22.71	12.05	-5.33	-30.67	4.29
AMP	short	17/12/18	28/01/19	42	2.36	2.34	2.38	0.02	0.86	0.86
Sompo	long	6/06/22	18/07/22	42	20.07	19.62		-0.45	-2.23	-2.23
Hanwha Life	short	2/03/20	8/06/20	98	1.61	1.67	1.55	-0.06	-3.73	-3.73
Medibank Private	long	18/04/16	27/06/16	70	3.06	2.94		-0.12	-3.92	-3.92
NN	long	23/11/15	25/01/16	63	32.55	31.08		-1.47	-4.52	-4.52
Molina Healthcare	long	28/01/19	2/03/20	399	136.13	127.32		-8.81	-6.47
	long	12/09/22	12/08/24	700	349.36	337.67		-11.69	-3.35	-9.60
Prudential	short	9/05/22	6/06/22	28	8.81	10.64	6.99	-1.83	-20.72	-20.72
FBD	short	24/08/15	23/11/15	91	5.40	6.71	4.10	-1.30	-24.14	-24.14
DFV	long	8/06/20	9/05/22	700	17.61	11.64		-5.97	-33.89	-33.89

Annotations

28/03/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
25/08/15	NN	recording started
27/07/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
18/05/15	Tryg	forward stock split 1:5 (five for one)
12/03/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


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