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Assessment - Insurances - 24/05/21 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	24/05/21	⇓ Δwk	22/02/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	282.941		270.918	12.023	4.44	USD	14.48
		Admiral Group	2,698.000	12/08/24	0.86	2,938.000		3,081.000	-143.000	-4.64	GBP	7.23
		Aegon	5.562	12/08/24	0.22	3.881		4.052	-0.171	-4.22	EUR	30.39
		Ageas	42.380	12/08/24	0.33	52.700		47.230	5.470	11.58	EUR	32.14
	L	AIA	51.900	12/08/24	-1.33	101.500		100.600	0.900	0.89	HKD	20.15
		Allianz	255.900	12/08/24		216.500		194.920	21.580	11.07	EUR	14.28
		AIG	71.610	12/08/24	-0.62	51.880		44.100	7.780	17.64	USD	44.00
		ASR	43.850	12/08/24	0.46	35.820		34.340	1.480	4.31	EUR	14.57
		Aviva	484.200	12/08/24	0.35	403.100		374.800	28.300	7.55	GBP	26.86
		Axa	32.350	12/08/24	-0.77	22.545		19.930	2.615	13.12	EUR	19.90
		Beazley	732.000	12/08/24	1.24	304.700		334.800	-30.100	-8.99	GBP	-16.34
		Berkshire Hathaway	430.390	12/08/24	-0.30	289.730		244.970	44.760	18.27	USD	30.72
	L	China Life	29.490	12/08/24	0.44	34.830		34.720	0.110	0.32	CNY	-3.99
	L	China Life Ins HK	10.380	12/08/24	0.58	16.020		16.740	-0.720	-4.30	HKD	-6.21
	L	China Pacific Ins	27.390	12/08/24	0.22	33.730		42.620	-8.890	-20.86	CNY	-0.41
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,233.500		1,902.000	331.500	17.43	JPY	38.44
		FBD	12.900	12/08/24	0.39	8.300		7.280	1.020	14.01	EUR	21.08
		Generali	22.450	12/08/24	1.35	17.660		15.540	2.120	13.64	EUR	25.15
	L	Glanbia	18.110	12/08/24	0.50	14.050		10.110	3.940	38.97	EUR	36.77
		Hannover Rück	227.400	12/08/24	5.23	144.450		141.100	3.350	2.37	EUR	1.05
		HDFC Life	702.450	12/08/24	0.01	670.250		690.600	-20.350	-2.95	INR	7.53
		Hiscox	1,189.000	12/08/24	1.89	786.800		924.600	-137.800	-14.90	GBP	-9.37
		Insurance Australia	7.160	12/08/24	0.56	4.880		4.920	-0.040	-0.81	AUD	-2.84
	S	Legal & General	225.600	12/08/24	0.53	282.300		265.700	16.600	6.25	GBP	19.31
		Lowe´s	231.070	12/08/24	-2.02	190.660		172.410	18.250	10.59	USD	18.19
		instrument	freshest		⇓ Δday	24/05/21	⇓ Δwk	22/02/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	24.820		24.620	0.200	0.81	CAD	15.72
		Mapfre	2.134	12/08/24		1.872		1.519	0.353	23.24	EUR	16.91
		Medibank Private	3.880	12/08/24	0.52	3.100		2.850	0.250	8.77	AUD	8.88
		MetLife	69.850	12/08/24	-0.40	65.370		57.440	7.930	13.81	USD	44.92
	S	Molina Healthcare	337.670	12/08/24	-0.15	254.000		224.350	29.650	13.22	USD	24.89
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,107.670		1,044.330	63.340	6.07	JPY	8.48
	L	Münchener Rück	439.200	12/08/24	1.01	239.950		237.900	2.050	0.86	EUR	1.96
		NN	44.660	12/08/24	0.74	42.110		37.640	4.470	11.88	EUR	22.21
		Phoenix	538.000	12/08/24	0.47	735.600		710.000	25.600	3.61	GBP	5.32
	L	Ping An	33.650	12/08/24	0.45	81.300		94.350	-13.050	-13.83	HKD	-6.29
	L	Ping An Ins	40.620	12/08/24	0.02	69.940		83.000	-13.060	-15.73	CNY	-11.93
		Prudential	635.400	12/08/24	0.41	1,506.000		1,426.500	79.500	5.57	GBP	18.28
	L	QBE Insurance	16.190	12/08/24	0.87	10.700		9.490	1.210	12.75	AUD	15.39
		Quálitas	164.740	12/08/24	-2.49	107.720		112.480	-4.760	-4.23	MXN	10.78
		Sampo	40.490	12/08/24	0.40	39.290		36.700	2.590	7.06	EUR	12.60
		Samsung F&M Ins	354,500.000	12/08/24	1.00	208,000.000		175,000.000	33,000.000	18.86	KRW	11.84
		Samsung Life	89,700.000	12/08/24	-0.33	84,500.000		79,000.000	5,500.000	6.96	KRW	31.87
		SBI Life	1,705.000	12/08/24	-1.17	962.500		849.050	113.450	13.36	INR	12.87
	S	Scor	17.130	12/08/24	1.06	27.310		28.380	-1.070	-3.77	EUR	6.48
		Sompo	2,958.500	9/08/24	0.02	1,463.000		1,374.670	88.330	6.43	JPY	10.32
	L	Storebrand	106.000	12/08/24	0.38	81.740		72.700	9.040	12.43	NOK	35.01
	S	Sun Life Financial	65.940	12/08/24	-0.11	65.130		63.280	1.850	2.92	CAD	14.07
		Swiss Life	652.200	12/08/24	0.62	461.500		448.200	13.300	2.97	CHF	18.15
		Swiss Re	104.000	12/08/24	0.10	85.780		83.460	2.320	2.78	CHF	9.36
		instrument	freshest		⇓ Δday	24/05/21	⇓ Δwk	22/02/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	35.060		34.220	0.840	2.45	EUR	8.96
		Travelers Companies	209.730	12/08/24	-1.29	158.730		147.870	10.860	7.34	USD	22.70
		Tryg	148.600	12/08/24	0.61	147.300		198.100	-50.800	-25.64	DKK	-17.79
		Uniqa	7.680	12/08/24	0.26	7.540		6.440	1.100	17.08	EUR	24.64
	S	UnitedHealth	565.290	12/08/24	1.17	410.950		327.640	83.310	25.43	USD	23.97
		Vienna Insurance	29.800	12/08/24	1.36	23.700		22.250	1.450	6.52	EUR	14.93
	L	Zurich Insurance	464.700	12/08/24	0.85	374.700		375.000	-0.300	-0.08	CHF	5.85
	L	DFV	6.200	12/08/24	-0.80	11.420		15.946	-4.526	-28.38	EUR	-35.07
Insurances - 56 out of 57 instruments rated - 24/05/21 / 22/02/21 - 41 did rise, Market-Ratio(13) = 73.21 %

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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