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Assessment - Insurances - 29/05/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	29/05/23	⇓ Δwk	27/02/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	295.435		301.058	-5.623	-1.87	USD	6.32
		Admiral Group	2,698.000	12/08/24	0.86	2,319.000		2,218.000	101.000	4.55	GBP	10.10
		Aegon	5.562	12/08/24	0.22	4.231		4.876	-0.645	-13.23	EUR	-5.55
		Ageas	42.380	12/08/24	0.33	40.630		42.020	-1.390	-3.31	EUR	-0.67
	L	AIA	51.900	12/08/24	-1.33	76.600		82.150	-5.550	-6.76	HKD	-2.67
		Allianz	255.900	12/08/24		207.750		219.050	-11.300	-5.16	EUR	6.87
		AIG	71.610	12/08/24	-0.62	54.070		60.650	-6.580	-10.85	USD	-2.07
		ASR	43.850	12/08/24	0.46	40.710		42.510	-1.800	-4.23	EUR	-0.91
		Aviva	484.200	12/08/24	0.35	401.300		444.100	-42.800	-9.64	GBP	-5.59
		Axa	32.350	12/08/24	-0.77	27.250		29.375	-2.125	-7.23	EUR	6.74
		Beazley	732.000	12/08/24	1.24	609.000		683.000	-74.000	-10.83	GBP	4.11
		Berkshire Hathaway	430.390	12/08/24	-0.30	320.600		304.660	15.940	5.23	USD	7.17
	L	China Life	29.490	12/08/24	0.44	37.520		35.690	1.830	5.13	CNY	16.90
	L	China Life Ins HK	10.380	12/08/24	0.58	13.540		13.380	0.160	1.20	HKD	11.44
	L	China Pacific Ins	27.390	12/08/24	0.22	28.130		27.400	0.730	2.66	CNY	19.46
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,449.000		2,883.000	-434.000	-15.05	JPY	-3.04
		FBD	12.900	12/08/24	0.39	12.800		13.600	-0.800	-5.88	EUR	16.43
		Generali	22.450	12/08/24	1.35	17.875		18.340	-0.465	-2.54	EUR	8.49
	L	Glanbia	18.110	12/08/24	0.50	13.670		11.600	2.070	17.84	EUR	14.91
		Hannover Rück	227.400	12/08/24	5.23	199.950		183.050	16.900	9.23	EUR	21.47
		HDFC Life	702.450	12/08/24	0.01	579.050		488.700	90.350	18.49	INR	6.26
		Hiscox	1,189.000	12/08/24	1.89	1,170.000		1,144.000	26.000	2.27	GBP	17.12
		Insurance Australia	7.160	12/08/24	0.56	5.210		4.700	0.510	10.85	AUD	11.28
	S	Legal & General	225.600	12/08/24	0.53	228.100		256.500	-28.400	-11.07	GBP	-8.17
		Lowe´s	231.070	12/08/24	-2.02	206.520		204.240	2.280	1.12	USD	3.97
		instrument	freshest		⇓ Δday	29/05/23	⇓ Δwk	27/02/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.660		26.570	-0.910	-3.42	CAD	7.02
		Mapfre	2.134	12/08/24		1.867		2.028	-0.161	-7.94	EUR	6.13
		Medibank Private	3.880	12/08/24	0.52	3.590		3.300	0.290	8.79	AUD	11.32
		MetLife	69.850	12/08/24	-0.40	51.810		71.780	-19.970	-27.82	USD	-20.46
	S	Molina Healthcare	337.670	12/08/24	-0.15	273.030		285.890	-12.860	-4.50	USD	-10.99
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,611.670		1,501.000	110.670	7.37	JPY	16.23
	L	Münchener Rück	439.200	12/08/24	1.01	334.300		321.000	13.300	4.14	EUR	21.67
		NN	44.660	12/08/24	0.74	34.820		38.640	-3.820	-9.89	EUR	-12.46
		Phoenix	538.000	12/08/24	0.47	556.000		634.000	-78.000	-12.30	GBP	-6.82
	L	Ping An	33.650	12/08/24	0.45	50.500		53.500	-3.000	-5.61	HKD	4.63
	L	Ping An Ins	40.620	12/08/24	0.02	48.040		47.800	0.240	0.50	CNY	6.45
		Prudential	635.400	12/08/24	0.41	1,125.000		1,251.500	-126.500	-10.11	GBP	7.54
	L	QBE Insurance	16.190	12/08/24	0.87	14.800		15.120	-0.320	-2.12	AUD	14.77
		Quálitas	164.740	12/08/24	-2.49	118.250		113.850	4.400	3.86	MXN	25.87
		Sampo	40.490	12/08/24	0.40	43.150		46.100	-2.950	-6.40	EUR	-4.07
		Samsung F&M Ins	354,500.000	12/08/24	1.00	232,000.000		216,500.000	15,500.000	7.16	KRW	14.30
		Samsung Life	89,700.000	12/08/24	-0.33	66,700.000		67,300.000	-600.000	-0.89	KRW	1.52
		SBI Life	1,705.000	12/08/24	-1.17	1,218.100		1,129.150	88.950	7.88	INR	1.70
	S	Scor	17.130	12/08/24	1.06	25.050		22.940	2.110	9.20	EUR	27.87
		Sompo	2,958.500	9/08/24	0.02	1,953.670		1,968.330	-14.660	-0.74	JPY	1.34
	L	Storebrand	106.000	12/08/24	0.38	80.600		85.340	-4.740	-5.55	NOK	-0.11
	S	Sun Life Financial	65.940	12/08/24	-0.11	67.340		66.490	0.850	1.28	CAD	9.24
		Swiss Life	652.200	12/08/24	0.62	532.200		566.200	-34.000	-6.00	CHF	3.77
		Swiss Re	104.000	12/08/24	0.10	91.340		97.540	-6.200	-6.36	CHF	10.76
		instrument	freshest		⇓ Δday	29/05/23	⇓ Δwk	27/02/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	50.600		45.220	5.380	11.90	EUR	25.48
		Travelers Companies	209.730	12/08/24	-1.29	172.290		185.330	-13.040	-7.04	USD	-1.19
		Tryg	148.600	12/08/24	0.61	159.550		156.550	3.000	1.92	DKK	-0.30
		Uniqa	7.680	12/08/24	0.26	8.100		7.970	0.130	1.63	EUR	13.23
	S	UnitedHealth	565.290	12/08/24	1.17	481.520		483.320	-1.800	-0.37	USD	-5.13
		Vienna Insurance	29.800	12/08/24	1.36	25.800		25.800	0.000	0.00	EUR	10.29
	L	Zurich Insurance	464.700	12/08/24	0.85	425.600		447.200	-21.600	-4.83	CHF	-0.85
	L	DFV	6.200	12/08/24	-0.80	7.700		9.300	-1.600	-17.20	EUR	-21.16
Insurances - 56 out of 57 instruments rated - 29/05/23 / 27/02/23 - 23 did rise, Market-Ratio(13) = 41.07 %

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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