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Assessment - Insurances - 24/07/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	24/07/23	⇓ Δwk	24/04/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	300.558		295.754	4.804	1.62	USD	6.37
		Admiral Group	2,698.000	12/08/24	0.86	2,227.000		2,262.000	-35.000	-1.55	GBP	5.49
		Aegon	5.562	12/08/24	0.22	4.836		4.107	0.729	17.75	EUR	7.60
		Ageas	42.380	12/08/24	0.33	38.260		40.440	-2.180	-5.39	EUR	-4.64
	L	AIA	51.900	12/08/24	-1.33	75.700		82.450	-6.750	-8.19	HKD	-3.32
		Allianz	255.900	12/08/24		215.250		223.750	-8.500	-3.80	EUR	8.63
		AIG	71.610	12/08/24	-0.62	60.260		51.820	8.440	16.29	USD	8.09
		ASR	43.850	12/08/24	0.46	40.880		39.790	1.090	2.74	EUR	-0.55
		Aviva	484.200	12/08/24	0.35	404.200		421.600	-17.400	-4.13	GBP	-4.27
		Axa	32.350	12/08/24	-0.77	27.775		29.320	-1.545	-5.27	EUR	5.77
		Beazley	732.000	12/08/24	1.24	558.000		583.000	-25.000	-4.29	GBP	-7.44
		Berkshire Hathaway	430.390	12/08/24	-0.30	349.630		326.050	23.580	7.23	USD	14.08
	L	China Life	29.490	12/08/24	0.44	31.600		36.260	-4.660	-12.85	CNY	-5.47
	L	China Life Ins HK	10.380	12/08/24	0.58	11.200		14.100	-2.900	-20.57	HKD	-8.45
	L	China Pacific Ins	27.390	12/08/24	0.22	26.140		30.070	-3.930	-13.07	CNY	7.19
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,675.000		2,473.500	201.500	8.15	JPY	5.02
		FBD	12.900	12/08/24	0.39	13.000		13.050	-0.050	-0.38	EUR	13.12
		Generali	22.450	12/08/24	1.35	19.100		19.135	-0.035	-0.18	EUR	13.11
	L	Glanbia	18.110	12/08/24	0.50	14.050		13.700	0.350	2.55	EUR	14.00
		Hannover Rück	227.400	12/08/24	5.23	195.500		190.450	5.050	2.65	EUR	12.87
		HDFC Life	702.450	12/08/24	0.01	653.150		547.550	105.600	19.29	INR	18.44
		Hiscox	1,189.000	12/08/24	1.89	1,099.000		1,147.000	-48.000	-4.18	GBP	7.08
		Insurance Australia	7.160	12/08/24	0.56	5.900		4.960	0.940	18.95	AUD	21.73
	S	Legal & General	225.600	12/08/24	0.53	233.800		254.800	-21.000	-8.24	GBP	-4.58
		Lowe´s	231.070	12/08/24	-2.02	234.000		211.040	22.960	10.88	USD	14.82
		instrument	freshest		⇓ Δday	24/07/23	⇓ Δwk	24/04/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.910		26.250	-0.340	-1.30	CAD	6.28
		Mapfre	2.134	12/08/24		1.822		1.883	-0.061	-3.24	EUR	2.16
		Medibank Private	3.880	12/08/24	0.52	3.500		3.590	-0.090	-2.51	AUD	7.04
		MetLife	69.850	12/08/24	-0.40	61.980		60.410	1.570	2.60	USD	-2.68
	S	Molina Healthcare	337.670	12/08/24	-0.15	313.970		283.660	30.310	10.69	USD	1.75
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,714.330		1,462.330	252.000	17.23	JPY	20.09
	L	Münchener Rück	439.200	12/08/24	1.01	340.600		338.100	2.500	0.74	EUR	16.35
		NN	44.660	12/08/24	0.74	34.500		34.450	0.050	0.15	EUR	-9.42
		Phoenix	538.000	12/08/24	0.47	556.200		576.000	-19.800	-3.44	GBP	-4.98
	L	Ping An	33.650	12/08/24	0.45	48.800		52.650	-3.850	-7.31	HKD	0.92
	L	Ping An Ins	40.620	12/08/24	0.02	46.620		46.400	0.220	0.47	CNY	2.36
		Prudential	635.400	12/08/24	0.41	1,053.500		1,144.500	-91.000	-7.95	GBP	-0.55
	L	QBE Insurance	16.190	12/08/24	0.87	15.840		15.130	0.710	4.69	AUD	18.41
		Quálitas	164.740	12/08/24	-2.49	122.610		116.890	5.720	4.89	MXN	25.62
		Sampo	40.490	12/08/24	0.40	39.860		45.280	-5.420	-11.97	EUR	-11.35
		Samsung F&M Ins	354,500.000	12/08/24	1.00	236,500.000		217,500.000	19,000.000	8.74	KRW	13.87
		Samsung Life	89,700.000	12/08/24	-0.33	68,400.000		65,600.000	2,800.000	4.27	KRW	3.14
		SBI Life	1,705.000	12/08/24	-1.17	1,317.150		1,105.700	211.450	19.12	INR	8.02
	S	Scor	17.130	12/08/24	1.06	28.520		23.110	5.410	23.41	EUR	42.63
		Sompo	2,958.500	9/08/24	0.02	2,114.000		1,845.000	269.000	14.58	JPY	8.57
	L	Storebrand	106.000	12/08/24	0.38	88.000		80.340	7.660	9.53	NOK	7.75
	S	Sun Life Financial	65.940	12/08/24	-0.11	69.350		65.310	4.040	6.19	CAD	10.47
		Swiss Life	652.200	12/08/24	0.62	544.200		594.200	-50.000	-8.41	CHF	5.07
		Swiss Re	104.000	12/08/24	0.10	93.280		89.780	3.500	3.90	CHF	10.12
		instrument	freshest		⇓ Δday	24/07/23	⇓ Δwk	24/04/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	54.950		45.520	9.430	20.72	EUR	29.54
		Travelers Companies	209.730	12/08/24	-1.29	174.840		179.130	-4.290	-2.39	USD	-0.15
		Tryg	148.600	12/08/24	0.61	135.750		158.800	-23.050	-14.52	DKK	-14.24
		Uniqa	7.680	12/08/24	0.26	7.450		8.140	-0.690	-8.48	EUR	2.66
	S	UnitedHealth	565.290	12/08/24	1.17	508.680		488.940	19.740	4.04	USD	0.79
		Vienna Insurance	29.800	12/08/24	1.36	23.800		26.450	-2.650	-10.02	EUR	0.45
	L	Zurich Insurance	464.700	12/08/24	0.85	422.300		433.200	-10.900	-2.52	CHF	-1.62
	L	DFV	6.200	12/08/24	-0.80	7.760		7.840	-0.080	-1.02	EUR	-15.21
Insurances - 56 out of 57 instruments rated - 24/07/23 / 24/04/23 - 28 did rise, Market-Ratio(13) = 50.00 %

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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