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Assessment - Insurances - 14/03/22 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	14/03/22	⇓ Δwk	13/12/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	274.952		281.111	-6.159	-2.19	USD	-2.66
		Admiral Group	2,698.000	12/08/24	0.86	2,653.000		3,081.000	-428.000	-13.89	GBP	-14.90
		Aegon	5.562	12/08/24	0.22	4.147		3.975	0.172	4.33	EUR	0.94
		Ageas	42.380	12/08/24	0.33	43.620		44.650	-1.030	-2.31	EUR	-4.34
	L	AIA	51.900	12/08/24	-1.33	77.550		81.200	-3.650	-4.50	HKD	-13.70
		Allianz	255.900	12/08/24		209.300		201.800	7.500	3.72	EUR	0.82
		AIG	71.610	12/08/24	-0.62	57.510		53.840	3.670	6.82	USD	8.07
		ASR	43.850	12/08/24	0.46	39.850		38.470	1.380	3.59	EUR	5.40
		Aviva	484.200	12/08/24	0.35	417.900		391.900	26.000	6.63	GBP	2.85
		Axa	32.350	12/08/24	-0.77	24.875		25.320	-0.445	-1.76	EUR	3.73
		Beazley	732.000	12/08/24	1.24	433.500		413.300	20.200	4.89	GBP	13.30
		Berkshire Hathaway	430.390	12/08/24	-0.30	329.980		290.010	39.970	13.78	USD	15.39
	L	China Life	29.490	12/08/24	0.44	25.650		30.300	-4.650	-15.35	CNY	-16.54
	L	China Life Ins HK	10.380	12/08/24	0.58	11.800		13.300	-1.500	-11.28	HKD	-16.15
	L	China Pacific Ins	27.390	12/08/24	0.22	23.560		28.260	-4.700	-16.63	CNY	-19.69
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,448.000		2,434.000	14.000	0.58	JPY	9.07
		FBD	12.900	12/08/24	0.39	10.350		7.680	2.670	34.77	EUR	27.65
		Generali	22.450	12/08/24	1.35	17.645		18.485	-0.840	-4.54	EUR	-0.05
	L	Glanbia	18.110	12/08/24	0.50	10.650		12.240	-1.590	-12.99	EUR	-19.29
		Hannover Rück	227.400	12/08/24	5.23	151.750		160.650	-8.900	-5.54	EUR	-2.09
		HDFC Life	702.450	12/08/24	0.01	512.450		674.400	-161.950	-24.01	INR	-23.23
		Hiscox	1,189.000	12/08/24	1.89	936.200		868.400	67.800	7.81	GBP	8.35
		Insurance Australia	7.160	12/08/24	0.56	4.440		4.240	0.200	4.72	AUD	-7.19
	S	Legal & General	225.600	12/08/24	0.53	265.000		288.200	-23.200	-8.05	GBP	-4.97
		Lowe´s	231.070	12/08/24	-2.02	226.510		257.240	-30.730	-11.95	USD	7.27
		instrument	freshest		⇓ Δday	14/03/22	⇓ Δwk	13/12/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.390		23.670	1.720	7.27	CAD	1.04
		Mapfre	2.134	12/08/24		1.807		1.778	0.029	1.66	EUR	-1.05
		Medibank Private	3.880	12/08/24	0.52	3.110		3.340	-0.230	-6.89	AUD	-4.37
		MetLife	69.850	12/08/24	-0.40	64.690		59.870	4.820	8.05	USD	3.02
	S	Molina Healthcare	337.670	12/08/24	-0.15	308.700		300.940	7.760	2.58	USD	13.56
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,285.330		1,143.330	142.000	12.42	JPY	9.31
	L	Münchener Rück	439.200	12/08/24	1.01	241.200		247.450	-6.250	-2.53	EUR	-2.47
		NN	44.660	12/08/24	0.74	42.900		45.040	-2.140	-4.75	EUR	-2.44
		Phoenix	538.000	12/08/24	0.47	632.000		635.800	-3.800	-0.60	GBP	-6.09
	L	Ping An	33.650	12/08/24	0.45	53.050		57.750	-4.700	-8.14	HKD	-20.26
	L	Ping An Ins	40.620	12/08/24	0.02	45.810		51.150	-5.340	-10.44	CNY	-19.56
		Prudential	635.400	12/08/24	0.41	1,044.000		1,274.000	-230.000	-18.05	GBP	-24.91
	L	QBE Insurance	16.190	12/08/24	0.87	10.790		11.570	-0.780	-6.74	AUD	-3.08
		Quálitas	164.740	12/08/24	-2.49	109.850		97.040	12.810	13.20	MXN	7.49
		Sampo	40.490	12/08/24	0.40	43.160		43.840	-0.680	-1.55	EUR	3.29
		Samsung F&M Ins	354,500.000	12/08/24	1.00	184,500.000		210,500.000	-26,000.000	-12.35	KRW	-13.22
		Samsung Life	89,700.000	12/08/24	-0.33	60,000.000		67,500.000	-7,500.000	-11.11	KRW	-16.83
		SBI Life	1,705.000	12/08/24	-1.17	1,069.700		1,186.650	-116.950	-9.86	INR	-0.62
	S	Scor	17.130	12/08/24	1.06	27.420		26.310	1.110	4.22	EUR	1.92
		Sompo	2,958.500	9/08/24	0.02	1,671.330		1,662.000	9.330	0.56	JPY	6.87
	L	Storebrand	106.000	12/08/24	0.38	83.700		85.000	-1.300	-1.53	NOK	0.12
	S	Sun Life Financial	65.940	12/08/24	-0.11	67.910		69.190	-1.280	-1.85	CAD	1.65
		Swiss Life	652.200	12/08/24	0.62	561.000		546.000	15.000	2.75	CHF	13.22
		Swiss Re	104.000	12/08/24	0.10	84.600		87.300	-2.700	-3.09	CHF	-3.01
		instrument	freshest		⇓ Δday	14/03/22	⇓ Δwk	13/12/21	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	40.900		40.460	0.440	1.09	EUR	7.81
		Travelers Companies	209.730	12/08/24	-1.29	177.180		153.180	24.000	15.67	USD	12.73
		Tryg	148.600	12/08/24	0.61	149.150		164.750	-15.600	-9.47	DKK	-2.72
		Uniqa	7.680	12/08/24	0.26	7.000		7.580	-0.580	-7.65	EUR	-6.60
	S	UnitedHealth	565.290	12/08/24	1.17	487.920		478.140	9.780	2.05	USD	14.68
		Vienna Insurance	29.800	12/08/24	1.36	22.850		24.500	-1.650	-6.73	EUR	-5.67
	L	Zurich Insurance	464.700	12/08/24	0.85	428.300		384.900	43.400	11.28	CHF	8.90
	L	DFV	6.200	12/08/24	-0.80	11.220		10.800	0.420	3.89	EUR	-7.44
Insurances - 56 out of 57 instruments rated - 14/03/22 / 13/12/21 - 25 did rise, Market-Ratio(13) = 44.64 %

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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