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Assessment - Insurances - 28/11/22 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	28/11/22	⇓ Δwk	29/08/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	278.645		265.556	13.089	4.93	USD	1.71
		Admiral Group	2,698.000	12/08/24	0.86	2,034.000		2,192.000	-158.000	-7.21	GBP	-14.10
		Aegon	5.562	12/08/24	0.22	4.642		4.485	0.157	3.50	EUR	2.90
		Ageas	42.380	12/08/24	0.33	37.290		40.330	-3.040	-7.54	EUR	-12.14
	L	AIA	51.900	12/08/24	-1.33	72.300		77.550	-5.250	-6.77	HKD	-6.38
		Allianz	255.900	12/08/24		203.800		169.420	34.380	20.29	EUR	5.62
		AIG	71.610	12/08/24	-0.62	60.740		52.800	7.940	15.04	USD	8.38
		ASR	43.850	12/08/24	0.46	43.070		41.630	1.440	3.46	EUR	4.96
		Aviva	484.200	12/08/24	0.35	449.200		420.500	28.700	6.83	GBP	7.42
		Axa	32.350	12/08/24	-0.77	27.100		23.295	3.805	16.33	EUR	10.53
		Beazley	732.000	12/08/24	1.24	645.000		568.000	77.000	13.56	GBP	31.52
		Berkshire Hathaway	430.390	12/08/24	-0.30	313.270		287.450	25.820	8.98	USD	4.19
	L	China Life	29.490	12/08/24	0.44	33.370		29.020	4.350	14.99	CNY	18.05
	L	China Life Ins HK	10.380	12/08/24	0.58	10.760		11.220	-0.460	-4.10	HKD	-8.50
	L	China Pacific Ins	27.390	12/08/24	0.22	23.450		20.170	3.280	16.26	CNY	3.69
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,480.500		2,359.000	121.500	5.15	JPY	1.28
		FBD	12.900	12/08/24	0.39	11.000		10.450	0.550	5.26	EUR	15.11
		Generali	22.450	12/08/24	1.35	16.705		14.645	2.060	14.07	EUR	0.39
	L	Glanbia	18.110	12/08/24	0.50	11.680		12.690	-1.010	-7.96	EUR	1.19
		Hannover Rück	227.400	12/08/24	5.23	178.900		145.350	33.550	23.08	EUR	16.91
		HDFC Life	702.450	12/08/24	0.01	586.000		560.950	25.050	4.47	INR	3.15
		Hiscox	1,189.000	12/08/24	1.89	996.200		881.800	114.400	12.97	GBP	8.77
		Insurance Australia	7.160	12/08/24	0.56	4.820		4.590	0.230	5.01	AUD	7.18
	S	Legal & General	225.600	12/08/24	0.53	256.700		255.500	1.200	0.47	GBP	-1.47
		Lowe´s	231.070	12/08/24	-2.02	209.040		201.070	7.970	3.96	USD	0.99
		instrument	freshest		⇓ Δday	28/11/22	⇓ Δwk	29/08/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	23.620		23.130	0.490	2.12	CAD	-1.03
		Mapfre	2.134	12/08/24		1.787		1.622	0.165	10.17	EUR	2.75
		Medibank Private	3.880	12/08/24	0.52	2.890		3.650	-0.760	-20.82	AUD	-11.31
		MetLife	69.850	12/08/24	-0.40	75.730		65.430	10.300	15.74	USD	15.41
	S	Molina Healthcare	337.670	12/08/24	-0.15	326.530		344.960	-18.430	-5.34	USD	4.61
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,363.670		1,378.330	-14.660	-1.06	JPY	3.93
	L	Münchener Rück	439.200	12/08/24	1.01	295.300		234.400	60.900	25.98	EUR	21.67
		NN	44.660	12/08/24	0.74	40.500		40.360	0.140	0.35	EUR	-8.91
		Phoenix	538.000	12/08/24	0.47	604.200		600.200	4.000	0.67	GBP	-1.74
	L	Ping An	33.650	12/08/24	0.45	41.850		46.350	-4.500	-9.71	HKD	-14.91
	L	Ping An Ins	40.620	12/08/24	0.02	41.410		43.070	-1.660	-3.85	CNY	-8.69
		Prudential	635.400	12/08/24	0.41	928.400		915.000	13.400	1.46	GBP	-10.21
	L	QBE Insurance	16.190	12/08/24	0.87	12.960		12.190	0.770	6.32	AUD	9.67
		Quálitas	164.740	12/08/24	-2.49	83.200		89.010	-5.810	-6.53	MXN	-13.41
		Sampo	40.490	12/08/24	0.40	47.620		44.520	3.100	6.96	EUR	8.65
		Samsung F&M Ins	354,500.000	12/08/24	1.00	201,000.000		193,000.000	8,000.000	4.15	KRW	-0.09
		Samsung Life	89,700.000	12/08/24	-0.33	69,700.000		60,200.000	9,500.000	15.78	KRW	8.95
		SBI Life	1,705.000	12/08/24	-1.17	1,253.500		1,298.200	-44.700	-3.44	INR	7.03
	S	Scor	17.130	12/08/24	1.06	18.300		16.135	2.165	13.42	EUR	-15.07
		Sompo	2,958.500	9/08/24	0.02	1,989.000		1,958.000	31.000	1.58	JPY	8.19
	L	Storebrand	106.000	12/08/24	0.38	86.560		79.020	7.540	9.54	NOK	5.14
	S	Sun Life Financial	65.940	12/08/24	-0.11	62.040		58.850	3.190	5.42	CAD	-1.80
		Swiss Life	652.200	12/08/24	0.62	501.600		507.000	-5.400	-1.07	CHF	-4.89
		Swiss Re	104.000	12/08/24	0.10	83.780		73.760	10.020	13.58	CHF	3.13
		instrument	freshest		⇓ Δday	28/11/22	⇓ Δwk	29/08/22	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	42.160		34.840	7.320	21.01	EUR	9.50
		Travelers Companies	209.730	12/08/24	-1.29	186.320		165.360	20.960	12.68	USD	10.88
		Tryg	148.600	12/08/24	0.61	163.500		168.450	-4.950	-2.94	DKK	1.85
		Uniqa	7.680	12/08/24	0.26	7.100		6.520	0.580	8.90	EUR	0.23
	S	UnitedHealth	565.290	12/08/24	1.17	532.270		529.770	2.500	0.47	USD	5.93
		Vienna Insurance	29.800	12/08/24	1.36	22.600		22.850	-0.250	-1.09	EUR	-2.72
	L	Zurich Insurance	464.700	12/08/24	0.85	451.900		430.900	21.000	4.87	CHF	6.72
	L	DFV	6.200	12/08/24	-0.80	9.870		11.120	-1.250	-11.24	EUR	-10.85
Insurances - 56 out of 57 instruments rated - 28/11/22 / 29/08/22 - 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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