Share-o-matic - Assessment Insurances

Assessment - Insurances in Pound sterling - 7/01/24 - RS = 24

		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	1/15/24	prc diff	⇓ Δ24	⇓∅-RS
		SOM Insurances	269.938	8/12/24	0.30	275.868	-2.15	242.600	33.268	13.71	9.71
		HDFC Life	6.661	8/12/24	0.01	5.697	16.93	5.829	-0.132	-2.26	-3.80
	S	Molina Healthcare	267.106	8/12/24	-0.15	231.106	15.58	298.811	-67.705	-22.66	-15.71
	S	UnitedHealth	447.159	8/12/24	1.17	391.281	14.28	409.569	-18.288	-4.47	-2.37
		SBI Life	16.169	8/12/24	-1.17	14.242	13.53	13.565	0.677	4.99	7.10
		Lowe´s	182.782	8/12/24	-2.02	168.931	8.20	171.921	-2.990	-1.74	-3.37
		Beazley	732.000	8/12/24	1.24	686.500	6.63	511.500	175.000	34.21	16.64
		Berkshire Hathaway	340.450	8/12/24	-0.30	320.516	6.22	285.570	34.946	12.24	8.23
		Medibank Private	2.041	8/12/24	0.52	1.941	5.15	1.993	-0.052	-2.61	3.68
		Hiscox	1,189.000	8/12/24	1.89	1,134.000	4.85	1,059.000	75.000	7.08	4.93
		Admiral Group	2,698.000	8/12/24	0.86	2,574.000	4.82	2,625.000	-51.000	-1.94	3.43
		Axa	27.448	8/12/24	-0.77	26.523	3.49	25.301	1.222	4.83	3.30
		Travelers Companies	165.902	8/12/24	-1.29	160.554	3.33	153.583	6.971	4.54	7.33
		Samsung Life	51.310	8/12/24	-0.33	50.051	2.51	37.803	12.248	32.40	11.15
		Aviva	484.200	8/12/24	0.35	476.000	1.72	432.500	43.500	10.06	10.82
		NN	37.893	8/12/24	0.74	37.282	1.64	32.061	5.221	16.28	18.49
		Phoenix	538.000	8/12/24	0.47	532.500	1.03	513.200	19.300	3.76	-5.41
		Sampo	34.355	8/12/24	0.40	34.092	0.77	33.514	0.577	1.72	0.16
		Insurance Australia	3.767	8/12/24	0.56	3.740	0.70	2.966	0.774	26.09	20.12
		MetLife	55.253	8/12/24	-0.40	55.277	-0.04	54.056	1.221	2.26	5.87
		Mandatum	3.581	8/12/24		3.586	-0.17	3.572	0.015	0.42	-na-
	L	Glanbia	15.366	8/12/24	0.50	15.468	-0.66	13.175	2.292	17.40	13.69
	S	Legal & General	225.600	8/12/24	0.53	228.900	-1.44	252.500	-23.600	-9.35	-3.05
		FBD	10.945	8/12/24	0.39	11.115	-1.53	10.019	1.096	10.94	4.57
		Ageas	35.958	8/12/24	0.33	36.569	-1.67	33.944	2.625	7.73	7.17
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	1/15/24	prc diff	⇓ Δ24	⇓∅-RS
	S	Sun Life Financial	37.957	8/12/24	-0.11	38.614	-1.70	39.950	-1.337	-3.35	-4.35
		Mapfre	1.811	8/12/24		1.843	-1.75	1.737	0.106	6.08	6.05
	L	AIA	5.257	8/12/24	-1.33	5.368	-2.08	6.508	-1.140	-17.51	-17.93
		ASR	37.205	8/12/24	0.46	38.028	-2.16	36.610	1.418	3.87	6.02
	L	Ping An Ins	4.412	8/12/24	0.02	4.521	-2.40	4.181	0.339	8.12	-5.90
		Allianz	217.123	8/12/24		222.723	-2.51	207.948	14.775	7.11	8.53
		Swiss Life	570.928	8/12/24	0.62	585.810	-2.54	544.228	41.581	7.64	11.42
		Vienna Insurance	25.284	8/12/24	1.36	25.963	-2.61	22.833	3.130	13.71	14.27
	L	Storebrand	7.855	8/12/24	0.38	8.093	-2.93	7.167	0.925	12.91	16.42
		Tryg	16.907	8/12/24	0.61	17.419	-2.94	16.726	0.693	4.14	7.45
	L	Zurich Insurance	406.793	8/12/24	0.85	422.637	-3.75	402.894	19.743	4.90	7.26
		AIG	56.645	8/12/24	-0.62	58.924	-3.87	53.011	5.912	11.15	11.39
		Uniqa	6.516	8/12/24	0.26	6.788	-4.00	6.467	0.321	4.96	2.51
	L	China Pacific Ins	2.975	8/12/24	0.22	3.100	-4.03	2.415	0.685	28.34	8.09
		Samsung F&M Ins	202.779	8/12/24	1.00	212.790	-4.70	152.997	59.792	39.08	30.13
	L	Ping An	3.408	8/12/24	0.45	3.586	-4.94	3.284	0.302	9.18	-9.16
		Aegon	4.719	8/12/24	0.22	4.969	-5.02	4.594	0.375	8.15	11.96
	L	QBE Insurance	8.517	8/12/24	0.87	8.975	-5.10	7.858	1.117	14.21	7.59
		Hannover Rück	192.942	8/12/24	5.23	204.396	-5.60	192.898	11.498	5.96	9.91
		Manulife Financial	19.756	8/12/24	-0.35	20.970	-5.79	16.731	4.240	25.34	25.49
	L	China Life	3.203	8/12/24	0.44	3.405	-5.93	2.834	0.571	20.16	-1.69
	L	Münchener Rück	372.648	8/12/24	1.01	396.151	-5.93	331.100	65.051	19.65	18.27
	L	China Life Ins HK	1.051	8/12/24	0.58	1.118	-5.98	0.913	0.205	22.49	3.07
		Generali	19.048	8/12/24	1.35	20.304	-6.18	17.028	3.276	19.24	16.18
		Swiss Re	91.040	8/12/24	0.10	98.394	-7.47	90.325	8.068	8.93	11.56
		⇓instrument	freshest		⇓ Δday	7/01/24	Δwk	1/15/24	prc diff	⇓ Δ24	⇓∅-RS
		Prudential	635.400	8/12/24	0.41	714.200	-11.03	815.800	-101.600	-12.45	-18.98
		Talanx	56.423	8/12/24	1.92	63.678	-11.39	56.330	7.348	13.04	16.16
		Quálitas	7.084	8/12/24	-2.49	8.129	-12.86	7.583	0.546	7.20	10.01
	L	DFV	5.261	8/12/24	-0.80	6.151	-14.48	5.624	0.527	9.37	8.05
		Dai-ichi Life	18.618	8/09/24	3.15	21.830	-14.71	16.953	4.877	28.77	27.57
		Sompo	14.484	8/09/24	0.02	17.062	-15.11	13.389	3.672	27.43	28.89
		MS&AD Insurance	14.751	8/09/24	-0.50	18.178	-18.85	10.598	7.580	71.52	63.62
	S	Scor	14.534	8/12/24	1.06	20.499	-29.10	23.805	-3.306	-13.89	-15.60
Insurances - 57 out of 57 instruments rated - 7/01/24 / 1/15/24 - 46 did rise, Market-Ratio(24) in GBP = 80.70 %

Technical Chart

	Insurances RS = 24 - B/S = 38/38

1/04/21	scale up chart	7/01/24

Transactions Insurances in Pound sterling * S24 - 38 ex 12 (1)

													⇐
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		6/19/06	168		- cash -
short	6/19/06	7/03/06	14		UnitedHealth	100	425	23.499	24.354	22.644	-0.855	-4	9,637	-62
7/03/06		7/17/06	14		- cash -
	7/17/06	7/24/06	7		Lowe´s	100	634	15.198	15.524	14.872	-0.326	-2	9,430	-68
7/24/06		7/31/06	7		- cash -
	7/31/06	8/21/06	21		Glanbia	100	6,974	1.352	1.545	1.159	-0.193	-14	8,082	-93
8/21/06		9/18/06	28		- cash -
	9/18/06	9/25/06	7		Lowe´s	100	526	15.355	15.178	15.533	0.179	1	8,176	83
9/25/06		7/30/07	308		- cash -
	7/30/07	8/20/07	21		FBD	100	465	17.577	16.794	18.396	0.819	5	8,557	121
8/20/07		9/10/07	21		- cash -
	9/10/07	9/24/07	14		FBD	100	510	16.777	14.341	19.628	2.851	17	10,011	5,884
9/24/07		10/22/07	28		- cash -
	10/22/07	10/29/07	7		Ageas	100	65	151.968	154.308	149.628	-2.340	-2	9,859	-55
10/29/07		11/05/07	7		- cash -
	11/05/07	12/03/07	28		FBD	100	724	13.606	15.527	11.685	-1.921	-14	8,468	-86
12/03/07		1/07/08	35		- cash -
	1/07/08	1/14/08	7		Storebrand	100	1,884	4.493	4.372	4.617	0.124	3	8,702	315
1/14/08		1/21/08	7		- cash -
	1/21/08	5/05/08	105		Ageas	100	82	105.561	135.494	75.628	-29.933	-28	6,248	-69
5/05/08		5/12/08	7		- cash -
	5/12/08	8/25/08	105		AIG	100	15	392.771	202.717	761.007	368.236	94	11,771	897
8/25/08		9/08/08	14		- cash -
	9/08/08	4/13/09	217		AIG	100	45	257.617	19.353	3,429.201	3,171.584	1,231	154,493	7,680
4/13/09		6/22/09	70		- cash -
	6/22/09	7/06/09	14		Generali	100	12,849	12.023	12.299	11.747	-0.276	-2	150,942	-45
7/06/09		5/24/10	322		- cash -
	5/24/10	7/12/10	49		Ageas	100	9,187	16.428	15.924	16.948	0.520	3	155,719	26
7/12/10		8/23/10	42		- cash -
	8/23/10	10/18/10	56		Manulife Financial	100	20,468	7.608	7.836	7.379	-0.228	-3	151,044	-18
10/18/10		6/20/11	245		- cash -
	6/20/11	6/27/11	7		AIG	100	8,726	17.310	18.053	16.566	-0.743	-4	144,559	-90
6/27/11		7/11/11	14		- cash -
	7/11/11	10/24/11	105		Ageas	100	10,397	13.903	12.618	15.320	1.417	10	159,287	40
	10/24/11	1/23/12	91		Dai-ichi Life	100	2,391,064	0.067	0.070	0.063	-0.004	-6	150,398	-21
1/23/12		9/03/12	224		- cash -
	9/03/12	9/10/12	7		Uniqa	100	21,855	6.882	7.040	6.723	-0.159	-2	146,925	-70
9/10/12		8/24/15	1078		- cash -
	8/24/15	10/19/15	56		FBD	100	36,959	3.975	5.056	2.894	-1.081	-27	106,971	-87
10/19/15		1/04/16	77		- cash -
	1/04/16	2/22/16	49		Vienna Insurance	100	5,863	18.243	17.052	19.517	1.274	7	114,442	65
2/22/16		4/11/16	49		- cash -
	4/11/16	7/18/16	98		Dai-ichi Life	100	1,449,143	0.079	0.089	0.069	-0.010	-13	99,846	-40
7/18/16		6/25/18	707		- cash -
	6/25/18	7/30/18	35		China Life	100	38,915	2.566	2.640	2.492	-0.074	-3	96,959	-26
7/30/18		8/13/18	14		- cash -
	8/13/18	8/20/18	7		Samsung Life	100	1,494,299	0.065	0.063	0.067	0.002	2	99,371	260
8/20/18		10/15/18	56		- cash -
	10/15/18	11/12/18	28		China Life Ins HK	100	60,800	1.634	1.621	1.648	0.013	1	100,174	11
L/S	date buy	date sell	days		instrument	spl	pieces	prc buy	prc sell	ps short	prc diff	d %	asset	yield
11/12/18		11/26/18	14		- cash -
	11/26/18	12/03/18	7		China Life Ins HK	100	60,295	1.661	1.770	1.552	-0.109	-7	93,602	-97
12/03/18		12/10/18	7		- cash -
	12/10/18	12/17/18	7		AIG	100	3,134	29.860	29.691	30.031	0.171	1	94,137	35
12/17/18		12/24/18	7		- cash -
	12/24/18	1/28/19	35		AIG	100	3,208	29.339	32.504	26.174	-3.165	-11	83,983	-70
1/28/19		10/07/19	252		- cash -
	10/07/19	10/21/19	14		Glanbia	100	8,123	10.339	9.409	11.360	1.022	10	92,282	1,067
10/21/19		3/02/20	133		- cash -
	3/02/20	6/08/20	98		Aegon	100	34,947	2.641	2.674	2.607	-0.033	-1	91,121	-5
	6/08/20	8/24/20	77		Hiscox	100	11,136	8.182	8.052	8.314	0.132	2	92,592	8
8/24/20		3/07/22	560		- cash -
	3/07/22	3/14/22	7		Prudential	100	9,086	10.190	10.440	9.940	-0.250	-2	90,320	-73
3/14/22		5/09/22	56		- cash -
	5/09/22	5/16/22	7		Prudential	100	10,252	8.810	9.656	7.964	-0.846	-10	81,647	-99
5/16/22		6/13/22	28		- cash -
	6/13/22	8/15/22	63		Admiral Group	100	3,813	21.410	23.100	19.720	-1.690	-8	75,203	-38
8/15/22		9/05/22	21		- cash -
	9/05/22	11/07/22	63		Scor	100	5,128	14.664	13.723	15.670	1.006	7	80,363	47
11/07/22		6/26/23	231		- cash -
	6/26/23	7/24/23	28		DFV	100	12,428	6.466	6.701	6.232	-0.235	-4	77,446	-38
7/24/23		8/21/23	28		- cash -
	8/21/23	8/28/23	7		Tryg	100	5,267	14.702	14.842	14.562	-0.140	-1	76,709	-39
8/28/23		12/16/25	841		- cash -
accum	6/19/06	8/28/23	1568	days out of 7288 invested (22%)							667		76,709	61

Instrument Related Contribution

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
AIG	short	5/12/08	8/25/08	105	392.77	202.72	761.01	368.24	93.75
		9/08/08	4/13/09	217	257.62	19.35	3,429.20	3,171.58	1,231.12
		6/20/11	6/27/11	7	17.31	18.05	16.57	-0.74	-4.29
		12/10/18	12/17/18	7	29.86	29.69	30.03	0.17	0.57
		12/24/18	1/28/19	35	29.34	32.50	26.17	-3.16	-10.79	2,114.68
Vienna Insurance		1/04/16	2/22/16	49	18.24	17.05	19.52	1.27	6.98	6.98
Scor		9/05/22	11/07/22	63	14.66	13.72	15.67	1.01	6.86	6.86
Storebrand		1/07/08	1/14/08	7	4.49	4.37	4.62	0.12	2.77	2.77
Samsung Life		8/13/18	8/20/18	7	0.06	0.06	0.07	0.00	2.49	2.49
Hiscox		6/08/20	8/24/20	77	8.18	8.05	8.31	0.13	1.61	1.61
Tryg		8/21/23	8/28/23	7	14.70	14.84	14.56	-0.14	-0.95	-0.95
Lowe´s		7/17/06	7/24/06	7	15.20	15.52	14.87	-0.33	-2.14
		9/18/06	9/25/06	7	15.35	15.18	15.53	0.18	1.16	-1.00
Aegon		3/02/20	6/08/20	98	2.64	2.67	2.61	-0.03	-1.26	-1.26
Generali		6/22/09	7/06/09	14	12.02	12.30	11.75	-0.28	-2.30	-2.30
Uniqa		9/03/12	9/10/12	7	6.88	7.04	6.72	-0.16	-2.31	-2.31
China Life		6/25/18	7/30/18	35	2.57	2.64	2.49	-0.07	-2.89	-2.89
Manulife Financial		8/23/10	10/18/10	56	7.61	7.84	7.38	-0.23	-3.00	-3.00
DFV		6/26/23	7/24/23	28	6.47	6.70	6.23	-0.23	-3.63	-3.63
UnitedHealth		6/19/06	7/03/06	14	23.50	24.35	22.64	-0.85	-3.64	-3.64
China Life Ins HK		10/15/18	11/12/18	28	1.63	1.62	1.65	0.01	0.81
		11/26/18	12/03/18	7	1.66	1.77	1.55	-0.11	-6.56	-5.81
Glanbia		7/31/06	8/21/06	21	1.35	1.55	1.16	-0.19	-14.30
		10/07/19	10/21/19	14	10.34	9.41	11.36	1.02	9.88	-5.83
Admiral Group		6/13/22	8/15/22	63	21.41	23.10	19.72	-1.69	-7.89	-7.89
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	total
Prudential		3/07/22	3/14/22	7	10.19	10.44	9.94	-0.25	-2.45
		5/09/22	5/16/22	7	8.81	9.66	7.96	-0.85	-9.60	-11.82
Dai-ichi Life		10/24/11	1/23/12	91	0.07	0.07	0.06	-0.00	-5.58
		4/11/16	7/18/16	98	0.08	0.09	0.07	-0.01	-12.75	-17.62
Ageas		10/22/07	10/29/07	7	151.97	154.31	149.63	-2.34	-1.54
		1/21/08	5/05/08	105	105.56	135.49	75.63	-29.93	-28.36
		5/24/10	7/12/10	49	16.43	15.92	16.95	0.52	3.17
		7/11/11	10/24/11	105	13.90	12.62	15.32	1.42	10.19	-19.81
FBD		7/30/07	8/20/07	21	17.58	16.79	18.40	0.82	4.66
		9/10/07	9/24/07	14	16.78	14.34	19.63	2.85	16.99
		11/05/07	12/03/07	28	13.61	15.53	11.69	-1.92	-14.12
		8/24/15	10/19/15	56	3.98	5.06	2.89	-1.08	-27.19	-23.44

Annotations

3/28/24	MS&AD Insurance	stock split 1:3 (three for one)
	Sompo	stock split 1:3 (three for one)
8/25/15	NN	recording started
7/27/15	Ping An HK	forward stock split 10:20 (twenty for ten)
	Ping An Ins	forward stock split 10:20 (twenty for ten)
5/18/15	Tryg	forward stock split 1:5 (five for one)
3/12/15	Insurances	first full analysis, the techniques are strongly influenced by the shorts of AIG and UnipolSai.


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