Share-o-matic - The Engine for Profitable Investing and Trading

Assessment - Insurances - 23/11/20 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	23/11/20	⇓ Δwk	24/08/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	256.535		234.359	22.176	9.46	USD	11.55
		Admiral Group	2,698.000	12/08/24	0.86	2,876.000		2,676.000	200.000	7.47	GBP	21.54
		Aegon	5.562	12/08/24	0.22	3.057		2.352	0.705	29.97	EUR	13.06
		Ageas	42.380	12/08/24	0.33	41.480		37.390	4.090	10.94	EUR	10.66
	L	AIA	51.900	12/08/24	-1.33	87.000		78.550	8.450	10.76	HKD	15.57
		Allianz	255.900	12/08/24		196.600		183.920	12.680	6.89	EUR	8.75
		AIG	71.610	12/08/24	-0.62	39.770		29.550	10.220	34.59	USD	21.06
		ASR	43.850	12/08/24	0.46	31.920		29.880	2.040	6.83	EUR	13.62
		Aviva	484.200	12/08/24	0.35	324.600		285.100	39.500	13.85	GBP	8.49
		Axa	32.350	12/08/24	-0.77	18.966		17.564	1.402	7.98	EUR	4.42
		Beazley	732.000	12/08/24	1.24	372.400		438.400	-66.000	-15.05	GBP	-10.91
		Berkshire Hathaway	430.390	12/08/24	-0.30	229.540		212.610	16.930	7.96	USD	13.42
	L	China Life	29.490	12/08/24	0.44	42.640		43.620	-0.980	-2.25	CNY	27.61
	L	China Life Ins HK	10.380	12/08/24	0.58	17.620		19.040	-1.420	-7.46	HKD	-0.89
	L	China Pacific Ins	27.390	12/08/24	0.22	34.250		31.400	2.850	9.08	CNY	8.41
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,643.500		1,520.500	123.000	8.09	JPY	11.40
		FBD	12.900	12/08/24	0.39	7.000		6.140	0.860	14.01	EUR	-0.15
		Generali	22.450	12/08/24	1.35	14.220		13.215	1.005	7.60	EUR	2.08
	L	Glanbia	18.110	12/08/24	0.50	9.700		9.170	0.530	5.78	EUR	0.28
		Hannover Rück	227.400	12/08/24	5.23	144.000		144.200	-0.200	-0.14	EUR	-2.47
		HDFC Life	702.450	12/08/24	0.01	661.300		598.750	62.550	10.45	INR	20.14
		Hiscox	1,189.000	12/08/24	1.89	1,095.000		805.200	289.800	35.99	GBP	17.14
		Insurance Australia	7.160	12/08/24	0.56	5.130		5.010	0.120	2.40	AUD	-11.52
	S	Legal & General	225.600	12/08/24	0.53	260.100		223.800	36.300	16.22	GBP	15.84
		Lowe´s	231.070	12/08/24	-2.02	153.670		165.630	-11.960	-7.22	USD	23.66
		instrument	freshest		⇓ Δday	23/11/20	⇓ Δwk	24/08/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	21.710		19.970	1.740	8.71	CAD	9.79
		Mapfre	2.134	12/08/24		1.588		1.565	0.023	1.47	EUR	-7.70
		Medibank Private	3.880	12/08/24	0.52	2.870		2.880	-0.010	-0.35	AUD	0.53
		MetLife	69.850	12/08/24	-0.40	47.170		38.620	8.550	22.14	USD	20.31
	S	Molina Healthcare	337.670	12/08/24	-0.15	207.200		181.590	25.610	14.10	USD	30.17
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,056.330		958.000	98.330	10.26	JPY	1.43
	L	Münchener Rück	439.200	12/08/24	1.01	235.200		240.900	-5.700	-2.37	EUR	4.33
		NN	44.660	12/08/24	0.74	34.460		31.200	3.260	10.45	EUR	14.68
		Phoenix	538.000	12/08/24	0.47	784.200		705.400	78.800	11.17	GBP	17.26
	L	Ping An	33.650	12/08/24	0.45	88.750		84.500	4.250	5.03	HKD	6.43
	L	Ping An Ins	40.620	12/08/24	0.02	86.220		77.800	8.420	10.82	CNY	10.77
		Prudential	635.400	12/08/24	0.41	1,265.000		1,224.500	40.500	3.31	GBP	7.59
	L	QBE Insurance	16.190	12/08/24	0.87	9.950		10.600	-0.650	-6.13	AUD	0.52
		Quálitas	164.740	12/08/24	-2.49	95.070		86.510	8.560	9.89	MXN	12.73
		Sampo	40.490	12/08/24	0.40	35.400		33.570	1.830	5.45	EUR	7.40
		Samsung F&M Ins	354,500.000	12/08/24	1.00	206,500.000		178,500.000	28,000.000	15.69	KRW	7.68
		Samsung Life	89,700.000	12/08/24	-0.33	75,000.000		60,100.000	14,900.000	24.79	KRW	34.91
		SBI Life	1,705.000	12/08/24	-1.17	831.600		860.850	-29.250	-3.40	INR	1.35
	S	Scor	17.130	12/08/24	1.06	28.980		22.300	6.680	29.96	EUR	11.38
		Sompo	2,958.500	9/08/24	0.02	1,335.670		1,306.330	29.340	2.25	JPY	5.54
	L	Storebrand	106.000	12/08/24	0.38	63.000		53.260	9.740	18.29	NOK	18.48
	S	Sun Life Financial	65.940	12/08/24	-0.11	59.260		57.190	2.070	3.62	CAD	11.61
		Swiss Life	652.200	12/08/24	0.62	407.000		373.100	33.900	9.09	CHF	8.39
		Swiss Re	104.000	12/08/24	0.10	83.700		74.320	9.380	12.62	CHF	6.32
		instrument	freshest		⇓ Δday	23/11/20	⇓ Δwk	24/08/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	30.780		31.580	-0.800	-2.53	EUR	-8.68
		Travelers Companies	209.730	12/08/24	-1.29	134.630		114.900	19.730	17.17	USD	15.58
		Tryg	148.600	12/08/24	0.61	178.000		196.000	-18.000	-9.18	DKK	-5.99
		Uniqa	7.680	12/08/24	0.26	6.250		5.680	0.570	10.04	EUR	-3.88
	S	UnitedHealth	565.290	12/08/24	1.17	335.060		308.840	26.220	8.49	USD	15.14
		Vienna Insurance	29.800	12/08/24	1.36	19.720		20.300	-0.580	-2.86	EUR	-2.61
	L	Zurich Insurance	464.700	12/08/24	0.85	375.000		341.100	33.900	9.94	CHF	9.88
	L	DFV	6.200	12/08/24	-0.80	19.498		23.000	-3.502	-15.23	EUR	3.99
Insurances - 56 out of 57 instruments rated - 23/11/20 / 24/08/20 - 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	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.


	is taking down something concerning