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Assessment - Insurances - 2/11/20 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	2/11/20	⇓ Δwk	3/08/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	221.178		224.362	-3.184	-1.42	USD	-4.26
		Admiral Group	2,698.000	12/08/24	0.86	2,785.000		2,459.000	326.000	13.26	GBP	19.81
		Aegon	5.562	12/08/24	0.22	2.388		2.621	-0.233	-8.89	EUR	-13.49
		Ageas	42.380	12/08/24	0.33	34.800		32.920	1.880	5.71	EUR	-8.80
	L	AIA	51.900	12/08/24	-1.33	73.350		69.350	4.000	5.77	HKD	-2.52
		Allianz	255.900	12/08/24		155.060		181.240	-26.180	-14.44	EUR	-15.22
		AIG	71.610	12/08/24	-0.62	32.450		32.140	0.310	0.96	USD	-3.02
		ASR	43.850	12/08/24	0.46	26.400		28.260	-1.860	-6.58	EUR	-6.68
		Aviva	484.200	12/08/24	0.35	262.300		273.900	-11.600	-4.24	GBP	-13.93
		Axa	32.350	12/08/24	-0.77	14.356		17.310	-2.954	-17.07	EUR	-22.61
		Beazley	732.000	12/08/24	1.24	293.400		425.600	-132.200	-31.06	GBP	-31.92
		Berkshire Hathaway	430.390	12/08/24	-0.30	204.310		199.260	5.050	2.53	USD	0.94
	L	China Life	29.490	12/08/24	0.44	44.680		37.430	7.250	19.37	CNY	35.02
	L	China Life Ins HK	10.380	12/08/24	0.58	16.800		17.900	-1.100	-6.15	HKD	-6.39
	L	China Pacific Ins	27.390	12/08/24	0.22	31.280		30.060	1.220	4.06	CNY	-1.57
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,592.000		1,264.000	328.000	25.95	JPY	7.36
		FBD	12.900	12/08/24	0.39	6.140		6.420	-0.280	-4.36	EUR	-13.65
		Generali	22.450	12/08/24	1.35	11.805		12.735	-0.930	-7.30	EUR	-16.92
	L	Glanbia	18.110	12/08/24	0.50	8.280		10.210	-1.930	-18.90	EUR	-15.32
		Hannover Rück	227.400	12/08/24	5.23	128.000		147.200	-19.200	-13.04	EUR	-14.16
		HDFC Life	702.450	12/08/24	0.01	587.500		603.000	-15.500	-2.57	INR	7.08
		Hiscox	1,189.000	12/08/24	1.89	843.000		755.200	87.800	11.63	GBP	-11.20
		Insurance Australia	7.160	12/08/24	0.56	4.680		5.100	-0.420	-8.24	AUD	-21.27
	S	Legal & General	225.600	12/08/24	0.53	183.500		220.300	-36.800	-16.70	GBP	-19.34
		Lowe´s	231.070	12/08/24	-2.02	160.230		150.270	9.960	6.63	USD	31.21
		instrument	freshest		⇓ Δday	2/11/20	⇓ Δwk	3/08/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	18.190		17.950	0.240	1.34	CAD	-9.13
		Mapfre	2.134	12/08/24		1.322		1.586	-0.264	-16.65	EUR	-25.33
		Medibank Private	3.880	12/08/24	0.52	2.660		2.840	-0.180	-6.34	AUD	-7.59
		MetLife	69.850	12/08/24	-0.40	38.700		37.300	1.400	3.75	USD	-1.90
	S	Molina Healthcare	337.670	12/08/24	-0.15	198.850		185.810	13.040	7.02	USD	28.60
		MS&AD Insurance	3,013.000	9/08/24	-0.50	959.670		896.500	63.170	7.05	JPY	-8.66
	L	Münchener Rück	439.200	12/08/24	1.01	204.500		234.200	-29.700	-12.68	EUR	-9.91
		NN	44.660	12/08/24	0.74	30.500		32.140	-1.640	-5.10	EUR	1.11
		Phoenix	538.000	12/08/24	0.47	677.000		674.200	2.800	0.42	GBP	1.30
	L	Ping An	33.650	12/08/24	0.45	79.300		81.300	-2.000	-2.46	HKD	-5.45
	L	Ping An Ins	40.620	12/08/24	0.02	77.230		76.440	0.790	1.03	CNY	-1.28
		Prudential	635.400	12/08/24	0.41	957.800		1,154.000	-196.200	-17.00	GBP	-19.26
	L	QBE Insurance	16.190	12/08/24	0.87	8.240		10.020	-1.780	-17.76	AUD	-18.25
		Quálitas	164.740	12/08/24	-2.49	86.230		89.920	-3.690	-4.10	MXN	2.81
		Sampo	40.490	12/08/24	0.40	32.880		31.400	1.480	4.71	EUR	-0.50
		Samsung F&M Ins	354,500.000	12/08/24	1.00	185,500.000		167,000.000	18,500.000	11.08	KRW	-4.32
		Samsung Life	89,700.000	12/08/24	-0.33	64,000.000		47,350.000	16,650.000	35.16	KRW	14.48
		SBI Life	1,705.000	12/08/24	-1.17	766.050		875.100	-109.050	-12.46	INR	-7.62
	S	Scor	17.130	12/08/24	1.06	21.440		22.600	-1.160	-5.13	EUR	-19.17
		Sompo	2,958.500	9/08/24	0.02	1,303.330		1,176.670	126.660	10.76	JPY	2.53
	L	Storebrand	106.000	12/08/24	0.38	51.580		50.140	1.440	2.87	NOK	-3.72
	S	Sun Life Financial	65.940	12/08/24	-0.11	53.360		52.210	1.150	2.20	CAD	0.19
		Swiss Life	652.200	12/08/24	0.62	317.900		339.100	-21.200	-6.25	CHF	-16.79
		Swiss Re	104.000	12/08/24	0.10	68.160		72.580	-4.420	-6.09	CHF	-14.94
		instrument	freshest		⇓ Δday	2/11/20	⇓ Δwk	3/08/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	26.300		31.760	-5.460	-17.19	EUR	-23.60
		Travelers Companies	209.730	12/08/24	-1.29	123.920		114.400	9.520	8.32	USD	6.33
		Tryg	148.600	12/08/24	0.61	178.200		189.500	-11.300	-5.96	DKK	-5.82
		Uniqa	7.680	12/08/24	0.26	4.945		5.350	-0.405	-7.57	EUR	-26.01
	S	UnitedHealth	565.290	12/08/24	1.17	312.100		303.610	8.490	2.80	USD	8.88
		Vienna Insurance	29.800	12/08/24	1.36	17.440		18.760	-1.320	-7.04	EUR	-15.21
	L	Zurich Insurance	464.700	12/08/24	0.85	310.000		346.400	-36.400	-10.51	CHF	-9.93
	L	DFV	6.200	12/08/24	-0.80	18.502		21.800	-3.298	-15.13	EUR	3.69
Insurances - 56 out of 57 instruments rated - 2/11/20 / 3/08/20 - 24 did rise, Market-Ratio(13) = 42.86 %

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	7387	days out of 7604 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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