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Assessment - Insurances - 28/08/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	28/08/23	⇓ Δwk	29/05/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	298.136		295.435	2.701	0.91	USD	4.22
		Admiral Group	2,698.000	12/08/24	0.86	2,390.000		2,319.000	71.000	3.06	GBP	12.22
		Aegon	5.562	12/08/24	0.22	4.802		4.231	0.571	13.50	EUR	5.76
		Ageas	42.380	12/08/24	0.33	36.720		40.630	-3.910	-9.62	EUR	-7.50
	L	AIA	51.900	12/08/24	-1.33	68.400		76.600	-8.200	-10.70	HKD	-12.16
		Allianz	255.900	12/08/24		224.700		207.750	16.950	8.16	EUR	11.05
		AIG	71.610	12/08/24	-0.62	57.870		54.070	3.800	7.03	USD	2.61
		ASR	43.850	12/08/24	0.46	41.760		40.710	1.050	2.58	EUR	1.38
		Aviva	484.200	12/08/24	0.35	369.700		401.300	-31.600	-7.87	GBP	-11.77
		Axa	32.350	12/08/24	-0.77	27.710		27.250	0.460	1.69	EUR	3.61
		Beazley	732.000	12/08/24	1.24	541.000		609.000	-68.000	-11.17	GBP	-9.88
		Berkshire Hathaway	430.390	12/08/24	-0.30	355.550		320.600	34.950	10.90	USD	13.99
	L	China Life	29.490	12/08/24	0.44	35.660		37.520	-1.860	-4.96	CNY	3.90
	L	China Life Ins HK	10.380	12/08/24	0.58	11.520		13.540	-2.020	-14.92	HKD	-6.41
	L	China Pacific Ins	27.390	12/08/24	0.22	28.100		28.130	-0.030	-0.11	CNY	11.30
		Dai-ichi Life	3,803.000	9/08/24	3.15	2,657.500		2,449.000	208.500	8.51	JPY	2.78
		FBD	12.900	12/08/24	0.39	13.100		12.800	0.300	2.34	EUR	11.20
		Generali	22.450	12/08/24	1.35	18.770		17.875	0.895	5.01	EUR	8.67
	L	Glanbia	18.110	12/08/24	0.50	15.450		13.670	1.780	13.02	EUR	23.08
		Hannover Rück	227.400	12/08/24	5.23	196.550		199.950	-3.400	-1.70	EUR	9.98
		HDFC Life	702.450	12/08/24	0.01	627.350		579.050	48.300	8.34	INR	12.18
		Hiscox	1,189.000	12/08/24	1.89	990.500		1,170.000	-179.500	-15.34	GBP	-5.11
		Insurance Australia	7.160	12/08/24	0.56	5.750		5.210	0.540	10.36	AUD	15.78
	S	Legal & General	225.600	12/08/24	0.53	212.700		228.100	-15.400	-6.75	GBP	-11.92
		Lowe´s	231.070	12/08/24	-2.02	222.720		206.520	16.200	7.84	USD	8.10
		instrument	freshest		⇓ Δday	28/08/23	⇓ Δwk	29/05/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24							EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	24.450		25.660	-1.210	-4.72	CAD	-0.58
		Mapfre	2.134	12/08/24		1.940		1.867	0.073	3.91	EUR	7.12
		Medibank Private	3.880	12/08/24	0.52	3.500		3.590	-0.090	-2.51	AUD	7.12
		MetLife	69.850	12/08/24	-0.40	62.530		51.810	10.720	20.69	USD	-1.65
	S	Molina Healthcare	337.670	12/08/24	-0.15	321.220		273.030	48.190	17.65	USD	4.43
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,740.330		1,611.670	128.660	7.98	JPY	19.71
	L	Münchener Rück	439.200	12/08/24	1.01	356.000		334.300	21.700	6.49	EUR	16.46
		NN	44.660	12/08/24	0.74	34.570		34.820	-0.250	-0.72	EUR	-7.26
		Phoenix	538.000	12/08/24	0.47	505.200		556.000	-50.800	-9.14	GBP	-12.14
	L	Ping An	33.650	12/08/24	0.45	45.400		50.500	-5.100	-10.10	HKD	-7.07
	L	Ping An Ins	40.620	12/08/24	0.02	48.110		48.040	0.070	0.15	CNY	3.95
		Prudential	635.400	12/08/24	0.41	946.800		1,125.000	-178.200	-15.84	GBP	-10.97
	L	QBE Insurance	16.190	12/08/24	0.87	14.540		14.800	-0.260	-1.76	AUD	5.99
		Quálitas	164.740	12/08/24	-2.49	133.580		118.250	15.330	12.96	MXN	32.27
		Sampo	40.490	12/08/24	0.40	40.220		43.150	-2.930	-6.79	EUR	-9.74
		Samsung F&M Ins	354,500.000	12/08/24	1.00	255,000.000		232,000.000	23,000.000	9.91	KRW	20.43
		Samsung Life	89,700.000	12/08/24	-0.33	67,700.000		66,700.000	1,000.000	1.50	KRW	0.89
		SBI Life	1,705.000	12/08/24	-1.17	1,291.550		1,218.100	73.450	6.03	INR	5.64
	S	Scor	17.130	12/08/24	1.06	28.860		25.050	3.810	15.21	EUR	38.41
		Sompo	2,958.500	9/08/24	0.02	2,099.330		1,953.670	145.660	7.46	JPY	7.30
	L	Storebrand	106.000	12/08/24	0.38	84.460		80.600	3.860	4.79	NOK	2.68
	S	Sun Life Financial	65.940	12/08/24	-0.11	64.890		67.340	-2.450	-3.64	CAD	2.16
		Swiss Life	652.200	12/08/24	0.62	541.400		532.200	9.200	1.73	CHF	3.78
		Swiss Re	104.000	12/08/24	0.10	85.240		91.340	-6.100	-6.68	CHF	-1.21
		instrument	freshest		⇓ Δday	28/08/23	⇓ Δwk	29/05/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	61.900		50.600	11.300	22.33	EUR	39.58
		Travelers Companies	209.730	12/08/24	-1.29	160.830		172.290	-11.460	-6.65	USD	-8.47
		Tryg	148.600	12/08/24	0.61	128.900		159.550	-30.650	-19.21	DKK	-16.64
		Uniqa	7.680	12/08/24	0.26	7.370		8.100	-0.730	-9.01	EUR	0.66
	S	UnitedHealth	565.290	12/08/24	1.17	491.280		481.520	9.760	2.03	USD	-2.12
		Vienna Insurance	29.800	12/08/24	1.36	25.050		25.800	-0.750	-2.91	EUR	4.95
	L	Zurich Insurance	464.700	12/08/24	0.85	410.100		425.600	-15.500	-3.64	CHF	-4.34
	L	DFV	6.200	12/08/24	-0.80	7.500		7.700	-0.200	-2.60	EUR	-15.05
Insurances - 56 out of 57 instruments rated - 28/08/23 / 29/05/23 - 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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