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Assessment - Insurances - 18/01/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	18/01/21	⇓ Δwk	19/10/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	267.375		229.419	37.956	16.54	USD	16.76
		Admiral Group	2,698.000	12/08/24	0.86	2,929.000		2,739.000	190.000	6.94	GBP	19.02
		Aegon	5.562	12/08/24	0.22	3.666		2.447	1.219	49.82	EUR	39.61
		Ageas	42.380	12/08/24	0.33	45.420		36.000	9.420	26.17	EUR	24.39
	L	AIA	51.900	12/08/24	-1.33	104.300		77.600	26.700	34.41	HKD	36.30
		Allianz	255.900	12/08/24		201.150		164.480	36.670	22.29	EUR	12.74
		AIG	71.610	12/08/24	-0.62	41.350		30.090	11.260	37.42	USD	30.09
		ASR	43.850	12/08/24	0.46	34.650		28.080	6.570	23.40	EUR	24.14
		Aviva	484.200	12/08/24	0.35	350.900		282.200	68.700	24.34	GBP	20.73
		Axa	32.350	12/08/24	-0.77	19.734		15.028	4.706	31.31	EUR	12.01
		Beazley	732.000	12/08/24	1.24	342.400		329.600	12.800	3.88	GBP	-13.18
		Berkshire Hathaway	430.390	12/08/24	-0.30	233.490		208.990	24.500	11.72	USD	15.10
	L	China Life	29.490	12/08/24	0.44	40.880		50.000	-9.120	-18.24	CNY	19.69
	L	China Life Ins HK	10.380	12/08/24	0.58	17.640		18.700	-1.060	-5.67	HKD	2.10
	L	China Pacific Ins	27.390	12/08/24	0.22	41.300		33.810	7.490	22.15	CNY	30.40
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,723.000		1,599.000	124.000	7.75	JPY	18.42
		FBD	12.900	12/08/24	0.39	7.260		6.000	1.260	21.00	EUR	5.65
		Generali	22.450	12/08/24	1.35	14.460		12.205	2.255	18.48	EUR	7.32
	L	Glanbia	18.110	12/08/24	0.50	10.250		8.400	1.850	22.02	EUR	6.07
		Hannover Rück	227.400	12/08/24	5.23	135.800		129.400	6.400	4.95	EUR	-4.74
		HDFC Life	702.450	12/08/24	0.01	693.950		570.500	123.450	21.64	INR	24.39
		Hiscox	1,189.000	12/08/24	1.89	1,001.000		885.000	116.000	13.11	GBP	11.04
		Insurance Australia	7.160	12/08/24	0.56	5.020		4.870	0.150	3.08	AUD	-7.84
	S	Legal & General	225.600	12/08/24	0.53	272.700		190.950	81.750	42.81	GBP	23.65
		Lowe´s	231.070	12/08/24	-2.02	171.340		175.130	-3.790	-2.16	USD	32.26
		instrument	freshest		⇓ Δday	18/01/21	⇓ Δwk	19/10/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	24.470		18.480	5.990	32.41	CAD	26.05
		Mapfre	2.134	12/08/24		1.585		1.322	0.263	19.89	EUR	-2.79
		Medibank Private	3.880	12/08/24	0.52	2.910		2.740	0.170	6.20	AUD	3.33
		MetLife	69.850	12/08/24	-0.40	51.140		39.070	12.070	30.89	USD	31.65
	S	Molina Healthcare	337.670	12/08/24	-0.15	220.740		206.690	14.050	6.80	USD	29.70
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,082.330		985.830	96.500	9.79	JPY	6.05
	L	Münchener Rück	439.200	12/08/24	1.01	237.500		212.200	25.300	11.92	EUR	6.75
		NN	44.660	12/08/24	0.74	36.570		32.600	3.970	12.18	EUR	21.40
		Phoenix	538.000	12/08/24	0.47	688.800		699.000	-10.200	-1.46	GBP	3.36
	L	Ping An	33.650	12/08/24	0.45	101.500		84.200	17.300	20.55	HKD	21.48
	L	Ping An Ins	40.620	12/08/24	0.02	87.200		81.850	5.350	6.54	CNY	11.68
		Prudential	635.400	12/08/24	0.41	1,421.000		1,098.500	322.500	29.36	GBP	21.92
	L	QBE Insurance	16.190	12/08/24	0.87	8.080		8.960	-0.880	-9.82	AUD	-14.66
		Quálitas	164.740	12/08/24	-2.49	109.760		84.120	25.640	30.48	MXN	25.68
		Sampo	40.490	12/08/24	0.40	35.080		35.830	-0.750	-2.09	EUR	7.82
		Samsung F&M Ins	354,500.000	12/08/24	1.00	181,500.000		187,000.000	-5,500.000	-2.94	KRW	-2.41
		Samsung Life	89,700.000	12/08/24	-0.33	78,500.000		60,500.000	18,000.000	29.75	KRW	40.69
		SBI Life	1,705.000	12/08/24	-1.17	892.900		798.300	94.600	11.85	INR	10.42
	S	Scor	17.130	12/08/24	1.06	28.240		24.220	4.020	16.60	EUR	12.93
		Sompo	2,958.500	9/08/24	0.02	1,403.670		1,300.000	103.670	7.97	JPY	11.77
	L	Storebrand	106.000	12/08/24	0.38	69.800		52.260	17.540	33.56	NOK	32.37
	S	Sun Life Financial	65.940	12/08/24	-0.11	60.800		54.370	6.430	11.83	CAD	15.15
		Swiss Life	652.200	12/08/24	0.62	430.100		341.100	89.000	26.09	CHF	17.26
		Swiss Re	104.000	12/08/24	0.10	84.500		68.680	15.820	23.03	CHF	11.07
		instrument	freshest		⇓ Δday	18/01/21	⇓ Δwk	19/10/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	32.420		27.720	4.700	16.96	EUR	0.82
		Travelers Companies	209.730	12/08/24	-1.29	143.240		111.840	31.400	28.08	USD	23.07
		Tryg	148.600	12/08/24	0.61	197.500		200.600	-3.100	-1.55	DKK	5.13
		Uniqa	7.680	12/08/24	0.26	6.780		5.020	1.760	35.06	EUR	8.99
	S	UnitedHealth	565.290	12/08/24	1.17	351.300		324.220	27.080	8.35	USD	17.69
		Vienna Insurance	29.800	12/08/24	1.36	21.750		18.720	3.030	16.19	EUR	10.64
	L	Zurich Insurance	464.700	12/08/24	0.85	375.200		313.300	61.900	19.76	CHF	11.02
	L	DFV	6.200	12/08/24	-0.80	15.240		20.725	-5.485	-26.47	EUR	-21.84
Insurances - 56 out of 57 instruments rated - 18/01/21 / 19/10/20 - 47 did rise, Market-Ratio(13) = 83.93 %

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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