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Assessment - Insurances - 14/08/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	14/08/23	⇓ Δwk	15/05/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	302.324		300.262	2.062	0.69	USD	6.11
		Admiral Group	2,698.000	12/08/24	0.86	2,234.000		2,247.000	-13.000	-0.58	GBP	4.91
		Aegon	5.562	12/08/24	0.22	5.058		4.171	0.887	21.27	EUR	11.59
		Ageas	42.380	12/08/24	0.33	37.490		40.870	-3.380	-8.27	EUR	-6.07
	L	AIA	51.900	12/08/24	-1.33	71.900		82.100	-10.200	-12.42	HKD	-8.01
		Allianz	255.900	12/08/24		224.300		210.550	13.750	6.53	EUR	11.88
		AIG	71.610	12/08/24	-0.62	59.820		52.540	7.280	13.86	USD	6.31
		ASR	43.850	12/08/24	0.46	42.320		39.750	2.570	6.47	EUR	2.82
		Aviva	484.200	12/08/24	0.35	383.800		412.800	-29.000	-7.03	GBP	-8.99
		Axa	32.350	12/08/24	-0.77	27.955		27.600	0.355	1.29	EUR	5.09
		Beazley	732.000	12/08/24	1.24	541.500		614.500	-73.000	-11.88	GBP	-10.12
		Berkshire Hathaway	430.390	12/08/24	-0.30	358.480		323.530	34.950	10.80	USD	15.72
	L	China Life	29.490	12/08/24	0.44	35.480		42.750	-7.270	-17.01	CNY	4.51
	L	China Life Ins HK	10.380	12/08/24	0.58	12.300		15.220	-2.920	-19.19	HKD	0.04
	L	China Pacific Ins	27.390	12/08/24	0.22	28.440		33.550	-5.110	-15.23	CNY	14.22
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,690.500		2,628.000	62.500	2.38	JPY	4.48
		FBD	12.900	12/08/24	0.39	13.000		13.300	-0.300	-2.26	EUR	11.38
		Generali	22.450	12/08/24	1.35	18.640		18.865	-0.225	-1.19	EUR	8.76
	L	Glanbia	18.110	12/08/24	0.50	13.870		14.070	-0.200	-1.42	EUR	11.24
		Hannover Rück	227.400	12/08/24	5.23	199.400		190.500	8.900	4.67	EUR	12.84
		HDFC Life	702.450	12/08/24	0.01	632.750		559.300	73.450	13.13	INR	13.55
		Hiscox	1,189.000	12/08/24	1.89	1,063.000		1,170.000	-107.000	-9.15	GBP	2.31
		Insurance Australia	7.160	12/08/24	0.56	5.920		4.890	1.030	21.06	AUD	20.34
	S	Legal & General	225.600	12/08/24	0.53	233.100		232.700	0.400	0.17	GBP	-4.18
		Lowe´s	231.070	12/08/24	-2.02	225.890		201.550	24.340	12.08	USD	9.88
		instrument	freshest		⇓ Δday	14/08/23	⇓ Δwk	15/05/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	25.970		25.980	-0.010	-0.04	CAD	5.82
		Mapfre	2.134	12/08/24		1.894		1.866	0.028	1.50	EUR	5.12
		Medibank Private	3.880	12/08/24	0.52	3.430		3.540	-0.110	-3.11	AUD	4.84
		MetLife	69.850	12/08/24	-0.40	63.570		50.480	13.090	25.93	USD	-0.24
	S	Molina Healthcare	337.670	12/08/24	-0.15	319.570		292.950	26.620	9.09	USD	3.75
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,700.330		1,541.670	158.660	10.29	JPY	17.87
	L	Münchener Rück	439.200	12/08/24	1.01	350.200		325.300	24.900	7.65	EUR	16.47
		NN	44.660	12/08/24	0.74	35.180		34.060	1.120	3.29	EUR	-6.26
		Phoenix	538.000	12/08/24	0.47	539.800		576.800	-37.000	-6.41	GBP	-6.97
	L	Ping An	33.650	12/08/24	0.45	49.850		58.050	-8.200	-14.13	HKD	2.31
	L	Ping An Ins	40.620	12/08/24	0.02	48.530		53.710	-5.180	-9.64	CNY	5.47
		Prudential	635.400	12/08/24	0.41	1,001.500		1,171.000	-169.500	-14.47	GBP	-5.82
	L	QBE Insurance	16.190	12/08/24	0.87	15.190		14.770	0.420	2.84	AUD	11.64
		Quálitas	164.740	12/08/24	-2.49	135.000		119.520	15.480	12.95	MXN	35.50
		Sampo	40.490	12/08/24	0.40	40.600		45.960	-5.360	-11.66	EUR	-9.28
		Samsung F&M Ins	354,500.000	12/08/24	1.00	250,500.000		227,500.000	23,000.000	10.11	KRW	19.29
		Samsung Life	89,700.000	12/08/24	-0.33	69,300.000		67,200.000	2,100.000	3.13	KRW	3.62
		SBI Life	1,705.000	12/08/24	-1.17	1,297.100		1,189.450	107.650	9.05	INR	6.08
	S	Scor	17.130	12/08/24	1.06	28.770		25.580	3.190	12.47	EUR	40.70
		Sompo	2,958.500	9/08/24	0.02	2,058.330		1,949.330	109.000	5.59	JPY	5.39
	L	Storebrand	106.000	12/08/24	0.38	87.240		80.600	6.640	8.24	NOK	6.30
	S	Sun Life Financial	65.940	12/08/24	-0.11	67.300		66.320	0.980	1.48	CAD	6.23
		Swiss Life	652.200	12/08/24	0.62	554.000		539.200	14.800	2.74	CHF	6.41
		Swiss Re	104.000	12/08/24	0.10	85.560		89.780	-4.220	-4.70	CHF	-0.35
		instrument	freshest		⇓ Δday	14/08/23	⇓ Δwk	15/05/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	59.600		48.700	10.900	22.38	EUR	37.13
		Travelers Companies	209.730	12/08/24	-1.29	166.270		182.810	-16.540	-9.05	USD	-5.53
		Tryg	148.600	12/08/24	0.61	130.750		161.100	-30.350	-18.84	DKK	-16.36
		Uniqa	7.680	12/08/24	0.26	7.410		8.200	-0.790	-9.63	EUR	1.48
	S	UnitedHealth	565.290	12/08/24	1.17	510.930		486.860	24.070	4.94	USD	1.51
		Vienna Insurance	29.800	12/08/24	1.36	24.450		26.500	-2.050	-7.74	EUR	2.71
	L	Zurich Insurance	464.700	12/08/24	0.85	414.700		430.300	-15.600	-3.63	CHF	-3.44
	L	DFV	6.200	12/08/24	-0.80	7.500		7.980	-0.480	-6.02	EUR	-16.30
Insurances - 56 out of 57 instruments rated - 14/08/23 / 15/05/23 - 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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