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Assessment - Insurances - 19/04/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	19/04/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	281.260		267.375	13.885	5.19	USD	17.38
		Admiral Group	2,698.000	12/08/24	0.86	3,194.000		2,929.000	265.000	9.05	GBP	19.93
		Aegon	5.562	12/08/24	0.22	3.894		3.666	0.228	6.22	EUR	38.20
		Ageas	42.380	12/08/24	0.33	51.440		45.420	6.020	13.25	EUR	34.81
	L	AIA	51.900	12/08/24	-1.33	98.000		104.300	-6.300	-6.04	HKD	20.01
		Allianz	255.900	12/08/24		219.100		201.150	17.950	8.92	EUR	19.17
		AIG	71.610	12/08/24	-0.62	46.730		41.350	5.380	13.01	USD	38.25
		ASR	43.850	12/08/24	0.46	38.400		34.650	3.750	10.82	EUR	28.90
		Aviva	484.200	12/08/24	0.35	408.600		350.900	57.700	16.44	GBP	35.38
		Axa	32.350	12/08/24	-0.77	23.750		19.734	4.016	20.35	EUR	31.33
		Beazley	732.000	12/08/24	1.24	336.600		342.400	-5.800	-1.69	GBP	-8.70
		Berkshire Hathaway	430.390	12/08/24	-0.30	270.280		233.490	36.790	15.76	USD	27.05
	L	China Life	29.490	12/08/24	0.44	31.020		40.880	-9.860	-24.12	CNY	-13.04
	L	China Life Ins HK	10.380	12/08/24	0.58	15.740		17.640	-1.900	-10.77	HKD	-7.87
	L	China Pacific Ins	27.390	12/08/24	0.22	34.760		41.300	-6.540	-15.84	CNY	3.91
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,021.000		1,723.000	298.000	17.30	JPY	30.45
		FBD	12.900	12/08/24	0.39	7.820		7.260	0.560	7.71	EUR	15.75
		Generali	22.450	12/08/24	1.35	17.225		14.460	2.765	19.12	EUR	25.56
	L	Glanbia	18.110	12/08/24	0.50	12.750		10.250	2.500	24.39	EUR	27.71
		Hannover Rück	227.400	12/08/24	5.23	155.350		135.800	19.550	14.40	EUR	9.72
		HDFC Life	702.450	12/08/24	0.01	665.950		693.950	-28.000	-4.03	INR	10.39
		Hiscox	1,189.000	12/08/24	1.89	860.800		1,001.000	-140.200	-14.01	GBP	0.51
		Insurance Australia	7.160	12/08/24	0.56	4.820		5.020	-0.200	-3.98	AUD	-5.39
	S	Legal & General	225.600	12/08/24	0.53	277.100		272.700	4.400	1.61	GBP	21.02
		Lowe´s	231.070	12/08/24	-2.02	204.010		171.340	32.670	19.07	USD	35.17
		instrument	freshest		⇓ Δday	19/04/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	27.070		24.470	2.600	10.63	CAD	32.07
		Mapfre	2.134	12/08/24		1.804		1.585	0.219	13.82	EUR	14.00
		Medibank Private	3.880	12/08/24	0.52	2.880		2.910	-0.030	-1.03	AUD	2.09
		MetLife	69.850	12/08/24	-0.40	63.100		51.140	11.960	23.39	USD	48.48
	S	Molina Healthcare	337.670	12/08/24	-0.15	254.670		220.740	33.930	15.37	USD	29.91
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,067.330		1,082.330	-15.000	-1.39	JPY	5.26
	L	Münchener Rück	439.200	12/08/24	1.01	257.900		237.500	20.400	8.59	EUR	12.29
		NN	44.660	12/08/24	0.74	42.470		36.570	5.900	16.13	EUR	30.11
		Phoenix	538.000	12/08/24	0.47	749.000		688.800	60.200	8.74	GBP	9.86
	L	Ping An	33.650	12/08/24	0.45	90.000		101.500	-11.500	-11.33	HKD	4.53
	L	Ping An Ins	40.620	12/08/24	0.02	76.180		87.200	-11.020	-12.64	CNY	-4.17
		Prudential	635.400	12/08/24	0.41	1,554.000		1,421.000	133.000	9.36	GBP	26.34
	L	QBE Insurance	16.190	12/08/24	0.87	9.650		8.080	1.570	19.43	AUD	6.66
		Quálitas	164.740	12/08/24	-2.49	114.750		109.760	4.990	4.55	MXN	20.45
		Sampo	40.490	12/08/24	0.40	40.620		35.080	5.540	15.79	EUR	20.68
		Samsung F&M Ins	354,500.000	12/08/24	1.00	192,500.000		181,500.000	11,000.000	6.06	KRW	4.15
		Samsung Life	89,700.000	12/08/24	-0.33	81,100.000		78,500.000	2,600.000	3.31	KRW	33.85
		SBI Life	1,705.000	12/08/24	-1.17	906.250		892.900	13.350	1.50	INR	9.42
	S	Scor	17.130	12/08/24	1.06	28.930		28.240	0.690	2.44	EUR	14.48
		Sompo	2,958.500	9/08/24	0.02	1,384.000		1,403.670	-19.670	-1.40	JPY	6.84
	L	Storebrand	106.000	12/08/24	0.38	82.680		69.800	12.880	18.45	NOK	44.11
	S	Sun Life Financial	65.940	12/08/24	-0.11	65.700		60.800	4.900	8.06	CAD	19.17
		Swiss Life	652.200	12/08/24	0.62	477.000		430.100	46.900	10.90	CHF	26.15
		Swiss Re	104.000	12/08/24	0.10	90.800		84.500	6.300	7.46	CHF	18.56
		instrument	freshest		⇓ Δday	19/04/21	⇓ Δwk	18/01/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	36.320		32.420	3.900	12.03	EUR	14.28
		Travelers Companies	209.730	12/08/24	-1.29	154.380		143.240	11.140	7.78	USD	25.01
		Tryg	148.600	12/08/24	0.61	148.250		197.500	-49.250	-24.94	DKK	-19.20
		Uniqa	7.680	12/08/24	0.26	6.700		6.780	-0.080	-1.18	EUR	12.00
	S	UnitedHealth	565.290	12/08/24	1.17	389.840		351.300	38.540	10.97	USD	21.29
		Vienna Insurance	29.800	12/08/24	1.36	23.000		21.750	1.250	5.75	EUR	14.14
	L	Zurich Insurance	464.700	12/08/24	0.85	382.500		375.200	7.300	1.95	CHF	10.91
	L	DFV	6.200	12/08/24	-0.80	12.900		15.240	-2.340	-15.35	EUR	-30.01
Insurances - 56 out of 57 instruments rated - 19/04/21 / 18/01/21 - 40 did rise, Market-Ratio(13) = 71.43 %

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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