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Assessment - Insurances - 1/02/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	1/02/21	⇓ Δwk	2/11/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	254.853		221.178	33.675	15.23	USD	11.32
		Admiral Group	2,698.000	12/08/24	0.86	2,919.000		2,785.000	134.000	4.81	GBP	17.49
		Aegon	5.562	12/08/24	0.22	3.433		2.388	1.045	43.76	EUR	31.07
		Ageas	42.380	12/08/24	0.33	42.970		34.800	8.170	23.48	EUR	18.21
	L	AIA	51.900	12/08/24	-1.33	96.150		73.350	22.800	31.08	HKD	24.81
		Allianz	255.900	12/08/24		188.260		155.060	33.200	21.41	EUR	5.87
		AIG	71.610	12/08/24	-0.62	37.420		32.450	4.970	15.32	USD	18.44
		ASR	43.850	12/08/24	0.46	32.270		26.400	5.870	22.23	EUR	15.61
		Aviva	484.200	12/08/24	0.35	339.800		262.300	77.500	29.55	GBP	17.49
		Axa	32.350	12/08/24	-0.77	18.454		14.356	4.098	28.55	EUR	5.54
		Beazley	732.000	12/08/24	1.24	317.400		293.400	24.000	8.18	GBP	-18.15
		Berkshire Hathaway	430.390	12/08/24	-0.30	229.320		204.310	25.010	12.24	USD	12.90
	L	China Life	29.490	12/08/24	0.44	36.320		44.680	-8.360	-18.71	CNY	5.67
	L	China Life Ins HK	10.380	12/08/24	0.58	16.400		16.800	-0.400	-2.38	HKD	-4.45
	L	China Pacific Ins	27.390	12/08/24	0.22	35.410		31.280	4.130	13.20	CNY	11.56
		Dai-ichi Life	3,803.000	9/08/24	3.15	1,606.000		1,592.000	14.000	0.88	JPY	10.45
		FBD	12.900	12/08/24	0.39	7.360		6.140	1.220	19.87	EUR	7.73
		Generali	22.450	12/08/24	1.35	14.255		11.805	2.450	20.75	EUR	6.55
	L	Glanbia	18.110	12/08/24	0.50	10.260		8.280	1.980	23.91	EUR	6.30
		Hannover Rück	227.400	12/08/24	5.23	128.900		128.000	0.900	0.70	EUR	-8.71
		HDFC Life	702.450	12/08/24	0.01	699.050		587.500	111.550	18.99	INR	24.73
		Hiscox	1,189.000	12/08/24	1.89	940.000		843.000	97.000	11.51	GBP	5.29
		Insurance Australia	7.160	12/08/24	0.56	4.860		4.680	0.180	3.85	AUD	-9.57
	S	Legal & General	225.600	12/08/24	0.53	247.000		183.500	63.500	34.60	GBP	12.47
		Lowe´s	231.070	12/08/24	-2.02	163.370		160.230	3.140	1.96	USD	24.52
		instrument	freshest		⇓ Δday	1/02/21	⇓ Δwk	2/11/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	23.430		18.190	5.240	28.81	CAD	21.01
		Mapfre	2.134	12/08/24		1.541		1.322	0.219	16.57	EUR	-4.16
		Medibank Private	3.880	12/08/24	0.52	2.950		2.660	0.290	10.90	AUD	5.05
		MetLife	69.850	12/08/24	-0.40	48.470		38.700	9.770	25.25	USD	24.75
	S	Molina Healthcare	337.670	12/08/24	-0.15	214.110		198.850	15.260	7.67	USD	23.30
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,005.000		959.670	45.330	4.72	JPY	-1.09
	L	Münchener Rück	439.200	12/08/24	1.01	223.200		204.500	18.700	9.14	EUR	0.81
		NN	44.660	12/08/24	0.74	34.700		30.500	4.200	13.77	EUR	14.84
		Phoenix	538.000	12/08/24	0.47	682.400		677.000	5.400	0.80	GBP	2.66
	L	Ping An	33.650	12/08/24	0.45	91.350		79.300	12.050	15.20	HKD	9.12
	L	Ping An Ins	40.620	12/08/24	0.02	79.270		77.230	2.040	2.64	CNY	1.46
		Prudential	635.400	12/08/24	0.41	1,174.500		957.800	216.700	22.62	GBP	0.77
	L	QBE Insurance	16.190	12/08/24	0.87	8.070		8.240	-0.170	-2.06	AUD	-13.33
		Quálitas	164.740	12/08/24	-2.49	109.250		86.230	23.020	26.70	MXN	23.60
		Sampo	40.490	12/08/24	0.40	35.170		32.880	2.290	6.96	EUR	8.53
		Samsung F&M Ins	354,500.000	12/08/24	1.00	170,500.000		185,500.000	-15,000.000	-8.09	KRW	-7.56
		Samsung Life	89,700.000	12/08/24	-0.33	71,000.000		64,000.000	7,000.000	10.94	KRW	26.99
		SBI Life	1,705.000	12/08/24	-1.17	874.500		766.050	108.450	14.16	INR	8.57
	S	Scor	17.130	12/08/24	1.06	25.560		21.440	4.120	19.22	EUR	3.25
		Sompo	2,958.500	9/08/24	0.02	1,381.330		1,303.330	78.000	5.98	JPY	9.99
	L	Storebrand	106.000	12/08/24	0.38	66.840		51.580	15.260	29.59	NOK	26.83
	S	Sun Life Financial	65.940	12/08/24	-0.11	60.050		53.360	6.690	12.54	CAD	13.77
		Swiss Life	652.200	12/08/24	0.62	412.300		317.900	94.400	29.69	CHF	12.89
		Swiss Re	104.000	12/08/24	0.10	79.900		68.160	11.740	17.22	CHF	5.93
		instrument	freshest		⇓ Δday	1/02/21	⇓ Δwk	2/11/20	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	31.140		26.300	4.840	18.40	EUR	-2.09
		Travelers Companies	209.730	12/08/24	-1.29	138.210		123.920	14.290	11.53	USD	18.50
		Tryg	148.600	12/08/24	0.61	194.000		178.200	15.800	8.87	DKK	3.26
		Uniqa	7.680	12/08/24	0.26	6.470		4.945	1.525	30.84	EUR	4.98
	S	UnitedHealth	565.290	12/08/24	1.17	334.000		312.100	21.900	7.02	USD	11.11
		Vienna Insurance	29.800	12/08/24	1.36	21.350		17.440	3.910	22.42	EUR	9.17
	L	Zurich Insurance	464.700	12/08/24	0.85	363.800		310.000	53.800	17.35	CHF	7.96
	L	DFV	6.200	12/08/24	-0.80	16.400		18.502	-2.102	-11.36	EUR	-15.52
Insurances - 56 out of 57 instruments rated - 1/02/21 / 2/11/20 - 51 did rise, Market-Ratio(13) = 91.07 %

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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