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Assessment - Insurances - 15/01/24 - RS = 13

historical assessment - show freshest

		instrument	freshest		⇓ Δday	15/01/24	⇓ Δwk	16/10/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		SOM Insurances	341.251	12/08/24	0.30	308.906		304.842	4.064	1.33	USD	3.11
		Admiral Group	2,698.000	12/08/24	0.86	2,625.000		2,413.000	212.000	8.79	GBP	14.26
		Aegon	5.562	12/08/24	0.22	5.342		4.600	0.742	16.13	EUR	15.00
		Ageas	42.380	12/08/24	0.33	39.470		39.210	0.260	0.66	EUR	0.25
	L	AIA	51.900	12/08/24	-1.33	64.800		68.300	-3.500	-5.12	HKD	-13.62
		Allianz	255.900	12/08/24		241.800		224.250	17.550	7.83	EUR	9.75
		AIG	71.610	12/08/24	-0.62	67.500		62.610	4.890	7.81	USD	15.06
		ASR	43.850	12/08/24	0.46	42.570		36.410	6.160	16.92	EUR	6.69
		Aviva	484.200	12/08/24	0.35	432.500		412.100	20.400	4.95	GBP	5.51
		Axa	32.350	12/08/24	-0.77	29.420		28.020	1.400	5.00	EUR	5.01
		Beazley	732.000	12/08/24	1.24	511.500		523.500	-12.000	-2.29	GBP	-10.23
		Berkshire Hathaway	430.390	12/08/24	-0.30	363.620		346.230	17.390	5.02	USD	8.22
	L	China Life	29.490	12/08/24	0.44	25.870		37.620	-11.750	-31.23	CNY	-25.04
	L	China Life Ins HK	10.380	12/08/24	0.58	9.090		12.360	-3.270	-26.46	HKD	-26.65
	L	China Pacific Ins	27.390	12/08/24	0.22	22.050		29.810	-7.760	-26.03	CNY	-19.36
		Dai-ichi Life	3,803.000	9/08/24	3.15	3,146.000		3,126.000	20.000	0.64	JPY	12.28
		FBD	12.900	12/08/24	0.39	11.650		11.800	-0.150	-1.27	EUR	-6.01
		Generali	22.450	12/08/24	1.35	19.800		19.170	0.630	3.29	EUR	6.03
	L	Glanbia	18.110	12/08/24	0.50	15.320		14.880	0.440	2.96	EUR	10.32
		Hannover Rück	227.400	12/08/24	5.23	224.300		206.200	18.100	8.78	EUR	14.87
		HDFC Life	702.450	12/08/24	0.01	614.450		630.050	-15.600	-2.48	INR	4.08
		Hiscox	1,189.000	12/08/24	1.89	1,059.000		951.000	108.000	11.36	GBP	-0.69
		Insurance Australia	7.160	12/08/24	0.56	5.670		5.680	-0.010	-0.18	AUD	5.84
	S	Legal & General	225.600	12/08/24	0.53	252.500		218.300	34.200	15.67	GBP	8.12
		Lowe´s	231.070	12/08/24	-2.02	218.910		198.250	20.660	10.42	USD	4.34
		instrument	freshest		⇓ Δday	15/01/24	⇓ Δwk	16/10/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Mandatum	4.220	12/08/24		4.153		3.901	0.252	6.46	EUR	-na-
		Manulife Financial	34.320	12/08/24	-0.35	28.620		25.220	3.400	13.48	CAD	10.90
		Mapfre	2.134	12/08/24		2.020		1.988	0.032	1.61	EUR	5.69
		Medibank Private	3.880	12/08/24	0.52	3.810		3.570	0.240	6.72	AUD	11.70
		MetLife	69.850	12/08/24	-0.40	68.830		63.350	5.480	8.65	USD	11.96
	S	Molina Healthcare	337.670	12/08/24	-0.15	380.480		355.730	24.750	6.96	USD	22.39
		MS&AD Insurance	3,013.000	9/08/24	-0.50	1,966.670		1,829.000	137.670	7.53	JPY	19.82
	L	Münchener Rück	439.200	12/08/24	1.01	385.000		377.000	8.000	2.12	EUR	11.00
		NN	44.660	12/08/24	0.74	37.280		31.020	6.260	20.18	EUR	7.98
		Phoenix	538.000	12/08/24	0.47	513.200		468.100	45.100	9.63	GBP	-4.53
	L	Ping An	33.650	12/08/24	0.45	32.700		42.950	-10.250	-23.86	HKD	-30.65
	L	Ping An Ins	40.620	12/08/24	0.02	38.170		47.540	-9.370	-19.71	CNY	-18.69
		Prudential	635.400	12/08/24	0.41	815.800		898.600	-82.800	-9.21	GBP	-20.59
	L	QBE Insurance	16.190	12/08/24	0.87	15.020		15.550	-0.530	-3.41	AUD	1.00
		Quálitas	164.740	12/08/24	-2.49	163.040		137.860	25.180	18.26	MXN	29.77
		Sampo	40.490	12/08/24	0.40	38.970		37.670	1.300	3.45	EUR	-6.57
		Samsung F&M Ins	354,500.000	12/08/24	1.00	257,000.000		260,500.000	-3,500.000	-1.34	KRW	9.93
		Samsung Life	89,700.000	12/08/24	-0.33	63,500.000		72,500.000	-9,000.000	-12.41	KRW	-6.82
		SBI Life	1,705.000	12/08/24	-1.17	1,430.050		1,322.200	107.850	8.16	INR	13.79
	S	Scor	17.130	12/08/24	1.06	27.680		28.680	-1.000	-3.49	EUR	8.61
		Sompo	2,958.500	9/08/24	0.02	2,484.670		2,122.000	362.670	17.09	JPY	21.57
	L	Storebrand	106.000	12/08/24	0.38	94.540		85.760	8.780	10.24	NOK	10.68
	S	Sun Life Financial	65.940	12/08/24	-0.11	68.340		66.960	1.380	2.06	CAD	2.66
		Swiss Life	652.200	12/08/24	0.62	593.000		578.200	14.800	2.56	CHF	6.61
		Swiss Re	104.000	12/08/24	0.10	98.420		97.320	1.100	1.13	CHF	6.17
		instrument	freshest		⇓ Δday	15/01/24	⇓ Δwk	16/10/23	prc diff	⇓ Δ13	Curr	⇓∅-RS
		Talanx	66.500	12/08/24	1.92	65.500		59.550	5.950	9.99	EUR	24.00
		Travelers Companies	209.730	12/08/24	-1.29	195.560		167.650	27.910	16.65	USD	12.08
		Tryg	148.600	12/08/24	0.61	145.050		136.800	8.250	6.03	DKK	-0.37
		Uniqa	7.680	12/08/24	0.26	7.520		7.600	-0.080	-1.05	EUR	-2.03
	S	UnitedHealth	565.290	12/08/24	1.17	521.510		538.030	-16.520	-3.07	USD	4.16
		Vienna Insurance	29.800	12/08/24	1.36	26.550		25.300	1.250	4.94	EUR	5.23
	L	Zurich Insurance	464.700	12/08/24	0.85	439.000		427.700	11.300	2.64	CHF	2.38
	L	DFV	6.200	12/08/24	-0.80	6.540		7.100	-0.560	-7.89	EUR	-14.38
Insurances - 57 out of 57 instruments rated - 15/01/24 / 16/10/23 - 39 did rise, Market-Ratio(13) = 68.42 %

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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