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Assessment - Insurances - 17/10/22 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	17/10/22	⇓ Δwk	18/07/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	258.583		258.130	0.453	0.18	USD	-6.50
		Admiral Group	2,698.000	12/08/24	0.86	1,936.000		1,738.000	198.000	11.39	GBP	-21.80
		Aegon	5.562	12/08/24	0.22	4.158		4.058	0.100	2.46	EUR	-7.50
		Ageas	42.380	12/08/24	0.33	39.430		41.470	-2.040	-4.92	EUR	-8.58
	L	AIA	51.900	12/08/24	-1.33	67.650		83.700	-16.050	-19.18	HKD	-15.12
		Allianz	255.900	12/08/24		170.260		173.680	-3.420	-1.97	EUR	-12.58
		AIG	71.610	12/08/24	-0.62	51.730		49.890	1.840	3.69	USD	-8.01
		ASR	43.850	12/08/24	0.46	41.620		38.980	2.640	6.77	EUR	2.30
		Aviva	484.200	12/08/24	0.35	402.700		389.800	12.900	3.31	GBP	-2.93
		Axa	32.350	12/08/24	-0.77	23.920		21.115	2.805	13.28	EUR	-2.17
		Beazley	732.000	12/08/24	1.24	613.500		477.000	136.500	28.62	GBP	31.62
		Berkshire Hathaway	430.390	12/08/24	-0.30	277.020		276.260	0.760	0.28	USD	-7.55
	L	China Life	29.490	12/08/24	0.44	31.720		28.800	2.920	10.14	CNY	12.15
	L	China Life Ins HK	10.380	12/08/24	0.58	9.810		11.900	-2.090	-17.56	HKD	-20.19
	L	China Pacific Ins	27.390	12/08/24	0.22	20.790		20.900	-0.110	-0.53	CNY	-11.17
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,270.000		2,280.500	-10.500	-0.46	JPY	-7.62
		FBD	12.900	12/08/24	0.39	10.150		9.500	0.650	6.84	EUR	9.30
		Generali	22.450	12/08/24	1.35	14.400		14.545	-0.145	-1.00	EUR	-15.20
	L	Glanbia	18.110	12/08/24	0.50	12.160		10.750	1.410	13.12	EUR	3.46
		Hannover Rück	227.400	12/08/24	5.23	155.250		138.800	16.450	11.85	EUR	1.95
		HDFC Life	702.450	12/08/24	0.01	523.750		542.750	-19.000	-3.50	INR	-10.42
		Hiscox	1,189.000	12/08/24	1.89	883.600		870.580	13.020	1.50	GBP	-2.23
		Insurance Australia	7.160	12/08/24	0.56	4.890		4.450	0.440	9.89	AUD	9.10
	S	Legal & General	225.600	12/08/24	0.53	226.500		249.300	-22.800	-9.15	GBP	-14.92
		Lowe´s	231.070	12/08/24	-2.02	194.090		185.790	8.300	4.47	USD	-8.10
		instrument	freshest		⇓ Δday	17/10/22	⇓ Δwk	18/07/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	22.000		22.380	-0.380	-1.70	CAD	-8.80
		Mapfre	2.134	12/08/24		1.619		1.558	0.061	3.92	EUR	-7.84
		Medibank Private	3.880	12/08/24	0.52	3.400		3.330	0.070	2.10	AUD	2.60
		MetLife	69.850	12/08/24	-0.40	66.270		59.100	7.170	12.13	USD	2.27
	S	Molina Healthcare	337.670	12/08/24	-0.15	352.460		298.020	54.440	18.27	USD	14.56
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,286.670		1,413.330	-126.660	-8.96	JPY	-1.16
	L	Münchener Rück	439.200	12/08/24	1.01	246.600		220.700	25.900	11.74	EUR	2.43
		NN	44.660	12/08/24	0.74	41.710		43.510	-1.800	-4.14	EUR	-7.20
		Phoenix	538.000	12/08/24	0.47	537.000		596.000	-59.000	-9.90	GBP	-14.46
	L	Ping An	33.650	12/08/24	0.45	38.250		48.850	-10.600	-21.70	HKD	-26.64
	L	Ping An Ins	40.620	12/08/24	0.02	42.100		43.450	-1.350	-3.11	CNY	-9.88
		Prudential	635.400	12/08/24	0.41	884.000		1,006.500	-122.500	-12.17	GBP	-19.07
	L	QBE Insurance	16.190	12/08/24	0.87	11.730		11.720	0.010	0.09	AUD	-0.54
		Quálitas	164.740	12/08/24	-2.49	82.690		84.370	-1.680	-1.99	MXN	-15.81
		Sampo	40.490	12/08/24	0.40	44.970		40.340	4.630	11.48	EUR	2.88
		Samsung F&M Ins	354,500.000	12/08/24	1.00	194,500.000		199,000.000	-4,500.000	-2.26	KRW	-4.99
		Samsung Life	89,700.000	12/08/24	-0.33	66,100.000		58,500.000	7,600.000	12.99	KRW	3.14
		SBI Life	1,705.000	12/08/24	-1.17	1,189.800		1,177.150	12.650	1.07	INR	2.34
	S	Scor	17.130	12/08/24	1.06	14.385		20.400	-6.015	-29.49	EUR	-37.56
		Sompo	2,958.500	9/08/24	0.02	1,990.330		1,962.330	28.000	1.43	JPY	10.80
	L	Storebrand	106.000	12/08/24	0.38	73.620		79.000	-5.380	-6.81	NOK	-11.68
	S	Sun Life Financial	65.940	12/08/24	-0.11	56.090		56.290	-0.200	-0.36	CAD	-13.04
		Swiss Life	652.200	12/08/24	0.62	455.600		479.500	-23.900	-4.98	CHF	-14.04
		Swiss Re	104.000	12/08/24	0.10	73.280		72.440	0.840	1.16	CHF	-11.08
		instrument	freshest		⇓ Δday	17/10/22	⇓ Δwk	18/07/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	36.540		35.580	0.960	2.70	EUR	-5.77
		Travelers Companies	209.730	12/08/24	-1.29	164.800		154.990	9.810	6.33	USD	-0.46
		Tryg	148.600	12/08/24	0.61	156.900		160.050	-3.150	-1.97	DKK	-1.89
		Uniqa	7.680	12/08/24	0.26	6.260		6.540	-0.280	-4.28	EUR	-13.56
	S	UnitedHealth	565.290	12/08/24	1.17	521.880		519.370	2.510	0.48	USD	6.04
		Vienna Insurance	29.800	12/08/24	1.36	21.550		21.450	0.100	0.47	EUR	-8.71
	L	Zurich Insurance	464.700	12/08/24	0.85	404.900		413.400	-8.500	-2.06	CHF	-3.69
	L	DFV	6.200	12/08/24	-0.80	10.020		11.100	-1.080	-9.73	EUR	-11.34
Insurances - 56 out of 57 instruments rated - 17/10/22 / 18/07/22 - 30 did rise, Market-Ratio(13) = 53.57 %

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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