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Assessment - Insurances - 27/11/23 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	27/11/23	⇓ Δwk	28/08/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	310.251		298.136	12.115	4.06	USD	4.68
		Admiral Group	2,698.000	12/08/24	0.86	2,709.000		2,390.000	319.000	13.35	GBP	22.10
		Aegon	5.562	12/08/24	0.22	4.937		4.802	0.135	2.81	EUR	7.48
		Ageas	42.380	12/08/24	0.33	40.050		36.720	3.330	9.07	EUR	1.40
	L	AIA	51.900	12/08/24	-1.33	70.400		68.400	2.000	2.92	HKD	-9.17
		Allianz	255.900	12/08/24		230.500		224.700	5.800	2.58	EUR	6.95
		AIG	71.610	12/08/24	-0.62	65.250		57.870	7.380	12.75	USD	12.10
		ASR	43.850	12/08/24	0.46	37.090		41.760	-4.670	-11.18	EUR	-7.34
		Aviva	484.200	12/08/24	0.35	428.200		369.700	58.500	15.82	GBP	4.01
		Axa	32.350	12/08/24	-0.77	28.360		27.710	0.650	2.35	EUR	2.50
		Beazley	732.000	12/08/24	1.24	562.500		541.000	21.500	3.97	GBP	-3.80
		Berkshire Hathaway	430.390	12/08/24	-0.30	361.340		355.550	5.790	1.63	USD	9.71
	L	China Life	29.490	12/08/24	0.44	30.730		35.660	-4.930	-13.83	CNY	-13.90
	L	China Life Ins HK	10.380	12/08/24	0.58	10.920		11.520	-0.600	-5.21	HKD	-14.87
	L	China Pacific Ins	27.390	12/08/24	0.22	24.680		28.100	-3.420	-12.17	CNY	-10.11
		Dai-ichi Life	3,803.000	9/08/24	3.15	3,190.000		2,657.500	532.500	20.04	JPY	15.74
		FBD	12.900	12/08/24	0.39	11.050		13.100	-2.050	-15.65	EUR	-10.45
		Generali	22.450	12/08/24	1.35	19.040		18.770	0.270	1.44	EUR	3.72
	L	Glanbia	18.110	12/08/24	0.50	15.340		15.450	-0.110	-0.71	EUR	14.68
		Hannover Rück	227.400	12/08/24	5.23	219.200		196.550	22.650	11.52	EUR	14.86
		HDFC Life	702.450	12/08/24	0.01	668.000		627.350	40.650	6.48	INR	14.95
		Hiscox	1,189.000	12/08/24	1.89	1,037.000		990.500	46.500	4.69	GBP	-2.91
		Insurance Australia	7.160	12/08/24	0.56	5.940		5.750	0.190	3.30	AUD	14.04
	S	Legal & General	225.600	12/08/24	0.53	228.100		212.700	15.400	7.24	GBP	-2.95
		Lowe´s	231.070	12/08/24	-2.02	199.820		222.720	-22.900	-10.28	USD	-4.25
		instrument	freshest		⇓ Δday	27/11/23	⇓ Δwk	28/08/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24		3.805					EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	26.280		24.450	1.830	7.48	CAD	3.86
		Mapfre	2.134	12/08/24		2.098		1.940	0.158	8.14	EUR	11.35
		Medibank Private	3.880	12/08/24	0.52	3.490		3.500	-0.010	-0.29	AUD	5.12
		MetLife	69.850	12/08/24	-0.40	63.220		62.530	0.690	1.10	USD	1.50
	S	Molina Healthcare	337.670	12/08/24	-0.15	366.300		321.220	45.080	14.03	USD	19.34
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,830.670		1,740.330	90.340	5.19	JPY	16.49
	L	Münchener Rück	439.200	12/08/24	1.01	390.100		356.000	34.100	9.58	EUR	16.11
		NN	44.660	12/08/24	0.74	31.920		34.570	-2.650	-7.67	EUR	-9.17
		Phoenix	538.000	12/08/24	0.47	473.400		505.200	-31.800	-6.29	GBP	-14.10
	L	Ping An	33.650	12/08/24	0.45	38.150		45.400	-7.250	-15.97	HKD	-23.83
	L	Ping An Ins	40.620	12/08/24	0.02	41.850		48.110	-6.260	-13.01	CNY	-12.73
		Prudential	635.400	12/08/24	0.41	908.800		946.800	-38.000	-4.01	GBP	-14.15
	L	QBE Insurance	16.190	12/08/24	0.87	15.640		14.540	1.100	7.57	AUD	7.07
		Quálitas	164.740	12/08/24	-2.49	151.820		133.580	18.240	13.65	MXN	32.22
		Sampo	40.490	12/08/24	0.40	39.505		40.220	-0.715	-1.78	EUR	-7.63
		Samsung F&M Ins	354,500.000	12/08/24	1.00	265,000.000		255,000.000	10,000.000	3.92	KRW	16.90
		Samsung Life	89,700.000	12/08/24	-0.33	69,700.000		67,700.000	2,000.000	2.95	KRW	1.83
		SBI Life	1,705.000	12/08/24	-1.17	1,404.750		1,291.550	113.200	8.76	INR	13.52
	S	Scor	17.130	12/08/24	1.06	28.870		28.860	0.010	0.03	EUR	17.98
		Sompo	2,958.500	9/08/24	0.02	2,256.000		2,099.330	156.670	7.46	JPY	13.15
	L	Storebrand	106.000	12/08/24	0.38	93.000		84.460	8.540	10.11	NOK	10.11
	S	Sun Life Financial	65.940	12/08/24	-0.11	69.650		64.890	4.760	7.34	CAD	6.00
		Swiss Life	652.200	12/08/24	0.62	563.000		541.400	21.600	3.99	CHF	3.53
		Swiss Re	104.000	12/08/24	0.10	103.050		85.240	17.810	20.89	CHF	13.03
		instrument	freshest		⇓ Δday	27/11/23	⇓ Δwk	28/08/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	65.850		61.900	3.950	6.38	EUR	31.53
		Travelers Companies	209.730	12/08/24	-1.29	178.610		160.830	17.780	11.06	USD	2.21
		Tryg	148.600	12/08/24	0.61	147.750		128.900	18.850	14.62	DKK	0.21
		Uniqa	7.680	12/08/24	0.26	7.670		7.370	0.300	4.07	EUR	0.87
	S	UnitedHealth	565.290	12/08/24	1.17	543.590		491.280	52.310	10.65	USD	8.85
		Vienna Insurance	29.800	12/08/24	1.36	26.050		25.050	1.000	3.99	EUR	5.74
	L	Zurich Insurance	464.700	12/08/24	0.85	435.800		410.100	25.700	6.27	CHF	1.47
	L	DFV	6.200	12/08/24	-0.80	6.680		7.500	-0.820	-10.93	EUR	-16.28
Insurances - 56 out of 57 instruments rated - 27/11/23 / 28/08/23 - 41 did rise, Market-Ratio(13) = 73.21 %

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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